S&P Global

The escalation of conflict in late February 2026 has weighed on Thai rice exports to the Middle East, disrupting trade activity and curbing demand from major buyers, particularly Iraq. Reduced procurement from Thailand's largest importer led to lower regional shipments, while sluggish demand and stronger competition further dampened the country's export outlook. Explore more with S&P Global Energy: https://okt.to/J6exWK

Deals of $10 billion-plus are offsetting a slowdown in M&A transactions, according to speakers at a recent S&P Global Market Intelligence webinar. Deal counts in 2021 regularly reached 13,000 to 15,000 per quarter globally, compared to fewer than 10,000 in the second quarter of 2024, said Joe Mantone, editorial senior lead for financial institutions at Market Intelligence, during the webinar. Explore more: https://okt.to/WLoeZX

How can investors navigate digital assets with the same rigor and transparency they expect from traditional markets? S&P Dow Jones Indices CEO Cathy Clay joined CNBC’s The Exchange to discuss the launch of the S&P Pantera Digital Asset Index and how established index principles are being applied to the evolving crypto ecosystem. Watch the conversation: https://okt.to/XFIDKr

The US LNG export sector has rapidly emerged within the past decade to become a $44 billion annual industry in 2025, poised to become the No. 2 US net export industry over the next 5 years. Growing LNG exports are also expected to contribute $1.4 trillion to US gross domestic product through 2040. Read the latest phase of our US LNG Impact Study: https://okt.to/wZYUSW

In today's Daily Update: • Slack demand, surging inventory pressurize US coal prices • Inside Mexico’s sustainability standards for public and private companies • GenAI funding falls in Q2 2026 as large players start moving to public markets Start every business day with the S&P Global #DailyUpdate — which offers a curated selection of our latest and most important insights on the global economy. Join the conversation in the comments and subscribe to be notified of each new edition.

From S&P Global Ratings: Malaysia is slowing down to get ahead in data centers. The country’s data center sector is in a reset mode--from rapid expansion toward a model that aims for sustainable growth. Tougher regulatory approvals and the imposition of higher utility costs will naturally prioritize quality of data centers over quantity. This will buy the country time as it expands the necessary power and water resources, to sustainably grow into one of Southeast Asia’s largest data center hubs. Discover more insights: https://okt.to/fLo7py

During the second quarter of 2026, financial backing for generative artificial intelligence application companies decreased by half compared to the previous quarter, totaling approximately $70 billion across 18 deals, according to S&P Global Market Intelligence data. This decline followed a record-breaking first quarter heavily influenced by a massive $120 billion funding round from OpenAI. In the second quarter, Anthropic secured the most significant investment at $65 billion. Get more insights: https://okt.to/w73WAv

S&P Dow Jones Indices and Pantera Capital have launched the S&P Pantera Digital Asset Index, designed to serve as a benchmark for institutional investors seeking a more disciplined and structured approach to digital asset allocation. By focusing on quality and real-world utility, the index brings added credibility and structure to digital asset indexing. It helps investors move beyond name recognition and single-asset benchmarks, offering a more transparent way to measure performance across the blockchain and digital asset ecosystem. The index is also intended to serve as a reference for new investment products and for managers actively selecting digital assets. To learn more, read the announcement: https://okt.to/MirCgK

From S&P Global Market Intelligence: Mobile games represent a massive $110 billion annual market, but the bulk of that revenue has historically flowed through casual, low-impact experiences. While premium smartphones are capable of immersive visuals, developers have long been constrained by the strict power, thermal, and memory limitations of mobile hardware. This week, we sit down with Peter Hodges, Director of Developer Ecosystem Strategy at Arm, and Lukáš Medek, Art Director at Sumo Digital, to discuss Neural Dawn. This production-scale mobile game serves as a bleeding-edge testbed for Arm’s new neural technologies, demonstrating console-level dynamic lighting, ray tracing and upscaling within a mobile power envelope. The discussion explores how democratizing high-end PC rendering techniques could permanently shift the platform calculus for developers and players alike. Listen to the latest Data & Dimensions podcast episode: https://okt.to/wOct9C

Today we launched Adaptive Retrieval, giving customers a new way to access trusted S&P Global data across AI and agentic workflows. Available through the S&P Global AI Data Portal alongside Deterministic Retrieval (LLM-Ready API), Adaptive Retrieval enables AI agents and large language models to assemble S&P Global data for complex, multi-step tasks including in-depth research and report generation. Together, these complementary retrieval methods help customers connect cited, verifiable and auditable data into the AI systems and workflows where decisions are increasingly being made. As organizations move from human-driven processes to more autonomous AI workflows, S&P Global is helping ensure trusted data can move with them, from tightly controlled pipelines to multi-agent systems. Learn more about how S&P Global is advancing the data foundation for AI-driven decision-making: https://okt.to/wTHCLo