What's New for Energy?

Feedback from our clients is the primary catalyst for our products’ continuous evolution. With each release, we address your feedback and deliver new features, functionality, and data to meet your changing needs. Below, we highlight enhancements from recent releases that are most relevant to you and your workflow.


January 2024 Release Highlights:


Energy: Power Evaluator 

Platform: S&P Capital IQ Pro

What’s new: Power Evaluator is an innovative power plant simulation & valuation suite. This tool allows users to discover & screen for projects, portfolios, and companies, build & analyze potential new plants and portfolios, simulate project or portfolio sales and track plant portfolio progress to Net Zero. 
See the release notes>

Most relevant for: Energy analysts, Corporates, Business Development, Government

Workflow improvements:
  • Portfolio Advisor: Simulate potential acquisitions and divestments and determine how these choices impact your portfolio.
  • Scenario Analysis: See how different assumptions in markets, policy and technology can impact your asset/portfolio valuation.
  • Prospector & Simulator: Use a combination of mapping layers and nodal basis forecasting to understand the impact to reliability, operating margin and emissions goals.
  • Net-Zero Benchmarks: Rank your portfolio score against three key net-zero categories – Reliable, Cost-effective, and Clean.



Energy: Global (North America excluded) Upstream Oil & Gas 


Platform: S&P Capital IQ Pro

What’s new: Users can access Basins and Fields data, including ownership details, production information, reserve data, and much more. Additionally, this data can be accessed at the Owner and Operator level.
See the release notes >

Most relevant for: Energy analysts, Business Development

Workflow improvements:

  • Access to ownership data, production, and reserves.
  • Coverage stats: Global excluding North America.






Energy: Ancillary Pricing Data 


Platform: S&P Capital IQ Pro

What’s new: Access Ancillary Pricing data for ISO regions throughout the United States, beginning with the CAISO (California Independent System Operator) region. 
See the release notes >

Most relevant for: Energy Analysts

Workflow improvements:

  • Coverage stats: Started with California region and expanding to US soon.


Metals & Mining: Mining Asset Power/Fuel Source 


Platform: S&P Capital IQ Pro

What’s new: View details on the power and fuel sources across primary, secondary, and tertiary levels that are used at the mine sites for mining and processing activities.
See the release notes >

Most relevant for: Metals & Mining Analysts, Mining Suppliers, Energy Analysts, Corporate Development

Workflow improvements:

  • This new data item from the Mine Economics production and cost data set provides insights into the current energy considerations for an asset’s modeled energy and infrastructure costs.
  • Coverage stats: ~1,300 mining assets with Mining Power/Fuel source data.



Nikkei News 


Platform: S&P Capital IQ Pro

What’s new: We are pleased to inform you of our partnership with Nikkei News for exclusive access to The Nikkei and Nikkei Asia news and analysis. News Home now features Top Articles that are curated from Exclusive Insights from the newly added proprietary news analysis from Nikkei Asia, S&P Global’s veteran journalists and analysts, and Dow Jones editors.
See the release notes >

Most relevant for: All users focused on Asia

Workflow improvements:

  • Access expanded Asia-Pacific news offering and breaking news coverage from The Nikkei, Japan’s largest business newspaper, and Nikkei Asia.
  • These news and analysis on regional and global business trends from Nikkei complements APAC news coverage from Dow Jones and S&P Global.
  • Gain unparalleled insights into Asia-Pacific markets, economies, politics and regulatory developments with Nikkei’s proprietary news and analysis.
  • Users can quickly customize and navigate to topics of interest using a new, streamlined lefthand navigation.




Alerts  


Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced a new U.S. Morning Briefing newsletter that highlights market-driven news, key data, and events for you before the U.S. market opens.
See the release notes >

Most relevant for: All users

Workflow improvements:

  • Users can now subscribe to a daily newsletter from the new Newsletters & Recaps section, ensuring they receive key news & market data before the US business day begins.



Loans


Platform: S&P Capital IQ Pro

What’s new: We improved navigation, content display and page performance for Loans data in the Dashboard, Loan Sector Profile and Loan Security Detail pages.
See the release notes>

Most relevant for: All users, Corporate Finance, Credit Analysts, Treasury Professionals

Workflow improvements:
  • Access the new Loan Matrix widget in the Dashboard which displays an aggregate view of S&P-rated facilities based on an Issuer’s Industry/Sector.
  • We added an option to navigate to Loan Sector Profile to see the security details.
  • Users can view improved data displays on Loan Security Detail, coupled with enhanced filtering on Loan Sector Profile.
  • Addition of more granular industry classifications and a new Country filter.




Macroeconomic Data

Platform: S&P Capital IQ Pro

What’s new: Users with premium access to the Purchasing Managers’ IndexTM (PMITM) Metals, UK Jobs, and Price Pressure & Supply Shortage Indices License can see historical and current data on PMI Summary page and within the Geographic Intelligence Screener for these indices.
See the release notes>

Most relevant for: All users

Workflow improvements:
  • Users with premium access to the named PMITM Indices can now get a detailed view of current and historical business conditions for newly added Purchasing Managers’ IndexTM (PMITM) Metals, UK Jobs and Price Pressure & Supply Shortage indices for a country/region.
  • Access from the country profile, country PMI & risk data and Geographic Intelligence screener.



Search 

Platform: S&P Capital IQ Pro

What’s new: We expanded data coverage on Search by adding People data on top search, Industry documents in Filings and Nikkei News on Advanced Search page.
See the release notes>

Most relevant for: All users

Workflow improvements:
  • Users can search for Officers’ data directly from Search.
  • Search for Industry Documents, including Maps and Geographic Research, Industry Research, and PMI Economic Press Releases, in Filings within the New Search experience on the advanced page.
  • Obtain a quick snapshot of a niche sector through new Topic Tag cards on Advanced Search results.
  • We have enabled search for companies on Japanese language.




September 2023 Release Highlights:


Energy 

Platform: S&P Capital IQ Pro

What’s new: Midcontinent Independent System Operator (MISO) recently adjusted the way they report their capacity auction results, which are now reported at the seasonal level. Going forward users can view these seasonal results for the current year and for future years directly on the S&P Capital IQ Pro platform. 
See the release notes>

Most relevant for: Energy analysts, Corporates

Workflow improvements:
  • Midcontinent Independent System Operator (MISO) recently adjusted the way they report their capacity auction results, which are now reported at the seasonal level.
  • Power Plant expansion includes coverage for: Guam, Kuwait, Monaco, Niue, Norfolk Island, Northern Mariana Islands, San Marino, Tokelau, and Tuvalu.
  • Users can now retrieve power plant data for all power plants across the world.

Continued Expansion of Global Power Plant Coverage 


Platform: S&P Capital IQ Pro

What’s new: Users can access expanded Power Plant and Power Plant Unit coverage in Screener, along with Power Project data for several new countries. 
See the release notes >

Most relevant for:

  • Energy analysts, Corporates, Metals & Mining analysts.

Workflow improvements:
  • With this update, Screener now features our complete global power plant coverage.
  • Coverage stats: • This includes coverage for: Guam, Kuwait, Monaco, Niue, Norfolk Island, Northern Mariana Islands, San Marino, Tokelau, and Tuval.



Global Power Markets Summary 


Platform: S&P Capital IQ Pro

What’s new: Users can now retrieve power plant data for all power plants across the world. 
See the release notes >

Most relevant for:

  • Energy analysts, Corporates, Metals & Mining analysts

Workflow improvements:
  • European Power Markets Summary has been updated as the Global Power Markets Summary.
  • Coverage stats: The Power Plant dataset is now global.


Additional European Options for Generation by Power Plant 


Platform: S&P Capital IQ Pro

What’s new: Users can perform additional analysis within the Generation by Power Plant page for newly added countries. 
See the release notes >

Most relevant for:

  • Energy analysts

Workflow improvements:
  • Additional countries are now available for selection.



Mining Asset Power/Fuel Source Fixed Income 


Platform: S&P Capital IQ Pro

What’s new: We have added primary, secondary and tertiary power and fuel sources within the Metals & Mining Properties data set in Screener.
See the release notes >

Most relevant for:

  • Energy analysts, Metals & Mining analysts, Mining suppliers


Workflow improvements:
  • This new data item from the Mine Economics production and cost data set provides insights into the current energy considerations for an asset’s modeled energy and infrastructure costs.



Enhanced Search Experience  


Platform: S&P Capital IQ Pro

What’s new: We enhanced Search with the introduction of a new interface and improved relevancy. We also expanded coverage of searchable results with the addition of Rates & Yields as a heading in the top search navigation, incorporated Topic Tags, introduced S&P Ratings entity ID search and improved overall usability for Media sector related search relevancy
See the release notes >

Most relevant for:

  • All users.


Workflow improvements:
  • Access new content categories designed to search across data sets within the All tab which also enables browsing through specific content categories and subcategories.
  • Search for Rates & Yields directly from the top search bar.
  • The new search experience brings more relevant results with expanded synonyms coverage and prefix searches.
  • Review tool tips for all the supported keyboard shortcuts.
  • Users can directly navigate to the Market Maps page from a Topic Tag in top search and look for companies tagged to the specific topic tags in Advanced Search.


Enhancements to News


Platform: S&P Capital IQ Pro

What’s new: We redesigned the News & Analysis pages to improve discoverability of relevant content, facilitate easier navigation, and reduce page load times. 
See the release notes>

Most relevant for: All users
Enhancements to News - News Home Page.pngWorkflow improvements:
  • Access a redesigned News Home page that will display market and industry news from Dow Jones and S&P Global Market Intelligence.
  • Take advantage of greater personalization options.
  • Browse news and analysis handpicked by our editors, read personalized recommendations based on their reading history, and organize this landing page based on their topics of interest.
  • Updated left-hand navigation allows users to quickly access relevant sections of the page without scrolling.


Fundamentals

Platform: S&P Capital IQ Pro

What’s new: We enhanced the Multiples page by offering a Charting option, added the S&P Capital IQ Pro Plug-In alias to CIQ definitions on the Templated Financial pages, and inserted additional CIQ Fundamentals data items to the S&P Capital IQ Pro Plug-In and Screener.  
See the release notes>

Most relevant for: All users

Workflow improvements:
  • These enhancements will allow users to access similar data across the platform seamlessly.
  • Access Chart Builder tool directly from the Multiples page.
  • Quick access to S&P Capital IQ Pro Plug-in aliases in the definition pop-up for Capital IQ sourced data in the templated financial pages.
  • Users can access 20 new Capital IQ fundamentals data items in the S&P Capital IQ Pro Plug-In and Screener.



Estimates 

Platform: S&P Capital IQ Pro

What’s new: We upgraded Estimates click throughs to leverage the enhanced Document Viewer, plus, added Estimates metric definitions and excel formulas.  
See the release notes>

Most relevant for: All users

Workflow improvements:
  • Bring users directly to the source documents in Document Viewer, giving the users an improved search experience, enhanced navigation, and more data export options.
  • Click directly on the Estimates metric names to view definitions and the corresponding excel formulas for the consensus mean estimates.
  • Users can view metric definitions within Estimates data item click throughs.



ESG  

Platform: S&P Capital IQ Pro

What’s new: In this release, we have applied the updated 2023 ESG scores methodology including the release of 2023 wave 1 company scores.   
See the release notes>

Most relevant for: Energy Analysts, Investor Relations, Corporate Analysts

Workflow improvements:
  • Updated 2023 ESG scores methodology.
  • We expanded environmental coverage by adding Research Type flags to company environmental pages to easily identify how the respective Environmental profiles were generated.
  • We also expanded Business Involvement Screens with new coverage in both the Consumer Products and Defense & Weapons categories and added a new Paris Alignment company’s confidence score for the latest and historical years.
  • We added coverage of Physical Risk assets to 1.6 million.




June 2023 Release Highlights:


Energy


Platform: S&P Capital IQ Pro

What’s new: We also expanded our Global Power Plant coverage in African and Middle Eastern regions alongside additional aggregations for European Generation by Power Plant.
Users will now have increased visibility to Energy Storage projects which allows for deeper analysis around energy transition risk.
See the release notes >

Most relevant for:

  • Energy analysts, Corporates, Metals & Mining analysts

Workflow improvements:
  • Continued Expansion of Global Power Plant Coverage in African and Middle Eastern Regions.
  • Additional Aggregations for European Generation by Power Plant: Hourly, daily, monthly and annual level frequency for the United Kingdom and hourly frequency for Austria and Germany.
  • New fields and filter options in Screener related to Energy Storage.




Battery Materials Summary


Platform: S&P Capital IQ Pro

What’s new: We expanded our Battery Materials Summary page to include Energy Storage and Battery Capacity by country, rounding out our combined Energy and Metals & Mining offering to support Energy Transition market analysis. See the release notes >

Most relevant for:

  • Energy analysts, Corporates, Metals & Mining analysts.

Workflow improvements:
  • Users can view the enhanced Battery Materials Summary page which includes our global power plants database, outlining energy storage and battery capacity on a historical, current, and near-term basis. Users can find details on project status, standalone/collocated state, as well as the technology types supported from collocated energy storage and battery sites.



Estimates 


Platform: S&P Capital IQ Pro

What’s new: We added 41 new industry-specific Estimate data points across 13 industries comprising Airlines, Banks, Healthcare, Home Building, Hotels & Restaurants, Insurance, Metals & Mining, Oil & Gas, Pharma & Biotech, Real Estate, Retail and TMT. In addition, we added alerting capabilities to track Broker Recommendation upgrades, downgrades, and coverage changesSee the release notes >

Most relevant for:

  • All client segments.

Workflow improvements:
  • Addition of 39 new industry-specific Estimate data points across 13 industries, plus Selling, General & Administrative Expense Estimates and Research & Development Estimates for all industries
  • *Coming Soon*: An additional 22 Estimate data points will be available, including data points for an additional industry, Education. Set up alerts for broker recommendation upgrades, downgrades and coverage changes for companies







*Coming soon* Investor Activism 


Platform: S&P Capital IQ Pro

What’s new: Three new Investor Activism pages - Investor Activism Summary, Activist Profile, and Campaign Profile. These pages enable users to visualize the level of activism and potential impact against a target company, analyze an activist's history and ownership holdings, and view key campaign data pointsSee the release notes >

Most relevant for:

  • M&A professionals, Corp Development, Corp Strategy, Investor relations professionals, Corporate Analysts.

Workflow improvements:
  • Investor Activism Summary Page: Users can view all or a subset of investor activism campaigns launched against a target company with breakouts by year, status, objectives, and tactics.
  • Activist Profile Page: Users can see an activist’s campaign activity for a selected period.
  • Campaign Profile Page: Users can drill down to the details of a campaign and see key data points.







Fixed Income 


Platform: S&P Capital IQ Pro

What’s new: We introduced the first content integration from IHS Markit with the addition of Loans facilities in the Capital IQ Pro platform. Users will have access to enhanced Loan Terms and Conditions (T&C) data and multiple levels of pricing data, analytics, and a liquidity score for these loan facilitiesSee the release notes >

Most relevant for:

  • Finance Analyst, Corp development, FP&A, Corp Strategy.
Workflow improvements:
  • Users can access 58,000 loan facilities, including approximately 3,000 facilities with current pricing data such as live prices and evaluated pricing.
  • We also introduced the IHS Markit loan facility identifier or LXID to the Top Search and Fixed Income Search in Dashboard and List Manager.






Chart Builder 


Platform: S&P Capital IQ Pro

What’s new: We added 14 Macroeconomic data points on Charting to help users better understand and visualize business conditions within a country. Also, 10 trailing and forward index multiples have been added to conduct valuation analysisSee the release notes >

Most relevant for:

  • All client segments.

Workflow improvements:
  • Macroeconomic Data in Chart Builder
  • Pre-calculated Index Aggregates TEV & Pricing Multiples Data in Chart Builder



Dashboard 


Platform: S&P Capital IQ Pro

What’s new: We enhanced ChartIQ widget functionalities on the Dashboard, integrated IHS Markit loans data, and added Industry Estimate data points to the Dashboard widgetsSee the release notes >

Most relevant for:

  • All client segments.

Workflow improvements:
  • Users can experience improved handling of non-trading market days on the ChartIQ widget, ensuring the display of more relevant market activity and eliminating inactive periods for a more accurate representation.
  • Users can access Loan pricing data on Dashboard through List, Quote and Chart widgets using the Fixed Income entity search.
  • New industry-specific estimate metrics across 13 industries for companies around the globe in the Dashboard widgets.


Office Plug-In 


Platform: S&P Capital IQ Pro

What’s new: We enhanced the Formula Builder to be more stable with seamless content, delivering fast loading and navigation. We also added several new or enhanced Excel templates to meet data analysis needsSee the release notes >

Most relevant for:

  • All client segments.

Workflow improvements:
  • Quicker initial load times in the Formula Builder, effortless navigation between different data sets, subfolders, and efficient formula exports.
  • S&P Capital IQ Pro Plug-in Templates




April 2023 Release Highlights:


Energy


Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our Global Power Plant coverage in Africa and Middle Eastern regions, added a new Company Fuel Analysis page and improved usability of the Coal pages. Additionally, we enhanced the energy storage data content. See the release notes >

Most relevant for:

  • Energy Analysts, Corporates, Metals and Mining
Workflow improvements:
  • Access expanded Power Plant and Power Plant Unit coverage in Screener, along with Power Project data for several new African and Middle Eastern countries and regions.
  • Users can access the new Company Fuel Analysis page and widget with improved workflow capabilities in the Power Purchase Agreement (EQR) product offering.
  • Navigate enhanced Coal data with updated page and widget titles, consistent charts on the Coal Summary page, and adjusted default selections for a more intuitive experience.
  • We recently made some changes to how we present our energy storage data to better understand the energy storage space across different geographies allowing to:
    • Benchmark energy storage technologies to see which technology is less expensive to construct and operate
    • Identify early-stage facilities that still need to secure storage technologies to see if your equipment and services can complement the design of their project
    • Query energy storage capacity by region/country to see how storage is complementing the energy transition
    • Track the largest energy storage developers by region to see the biggest players in this market
    • Understand the available energy storage capacity to see its impact on the grid
    • Build profitability analysis for energy storage facilities by seeing their energy storage capacity and storage duration
    • Examine how different countries are using hydrogen in their energy transition plans
    • Compare and contrast construction costs for hydrogen facilities across different regions
  • For Hydrogen power plant profile, we removed the energy storage attributes from power plants and co-located them into separate stand-alone facilities.
  • In addition, we have added a Fuel Group of Energy Storage and Technology Types of Battery, Mechanical Storage, and Other Energy Storage within our Power Projects page, Power Plants and Power Plant Units screener perspectives. Compressed energy storage will now roll up to Mechanical Storage.







Multiples


Platform: S&P Capital IQ Pro

What’s new: We created a new Multiples page within the Corporate Profile. We also added trailing and forward multiples data items and parameters in Screener, the S&P Capital IQ Pro Plug-in, and Chart Builder, including new Diluted Basis multiples and Total Enterprise Value (TEV) multiples excluding operating lease adjustments. See the release notes >

Most relevant for:

  • All client segments
Workflow improvements:
  • New Multiples section within corporate profile page
  • New Multiples Page under the Templated Financials section, including trailing and forward multiples with audit capabilities to view the calculation and navigate to the source document for the relevant financial and estimates data item
  • New Diluted Trailing and Forward Multiples TEV and Market Cap available in Screener, S&P Capital IQ Pro Plug-in and Chart builder
  • New Trailing and Forward Multiples Excluding Operating Lease Adjustments
  • New Period Types for Trailing Multiples: FY, FQ, CQ, FH and CH
  • High, Low and Average Values of Multiples in the S&P Capital IQ Pro Plug-in
These additional features allow users to conduct valuation analysis using different versions of trading multiples that meet their personal fundamental preferences and allow them to calibrate to reflect nuances between countries, sectors, and industries.




ChartIQ integration 


Platform: S&P Capital IQ Pro

What’s new: We have integrated Chart IQ functionality on the DashboardSee the release notes >

Most relevant for:

  • All segment users
Workflow improvements:
  • ChartIQ Widget on Dashboard - a significant upgrade to Dashboard charting, featuring a wealth of new capabilities, most notably the integration of 125 unique technical indicators.



Macroeconomic Data 


Platform: S&P Capital IQ Pro

What’s new: We added the Purchasing Managers’ Index™ (PMI™) Headline Indicators to our economic data series to better understand business conditions within a country. PMI Headline Indicators are available for Composite, Whole Economy, Manufacturing, and ServicesSee the release notes >

Most relevant for:

  • All segments
Workflow improvements:
  • Users can better understand business conditions within a country with the addition of our Purchasing Managers’ Index™ (PMI™) Headline Indicators. The indicators are available on the new Purchasing Managers’ Index™ (PMI) page, on a Country Profile page, and the Geographic Intelligence Screener.
  • Also, Purchasing Managers’ Headline Indices, Country Risk, and select Economic data are available on the List and Quote widgets on the Dashboard.



ESG 


Platform: S&P Capital IQ Pro

What’s new: We added the Sustainability Overview Page. See the release notes >

Most relevant for:

  • Compliance, Investor Relations, Corporate Strategy
Workflow improvements:
  • Users can access the Sustainability Dashboard that provides 12 different tiles on the ESG Overview page highlighting a broad ecosystem of proprietary ESG datasets, including Corporate Sustainability Assessments (CSA), environmental, and climate risk measurements.




Alerts 


Platform: S&P Capital IQ Pro

What’s new: We added desktop alerts to provide real-time streaming updatesSee the release notes >

Most relevant for:

  • All segment users
Workflow improvements:
  • Desktop Alerts
  • U.S. Depositary Rates Alerts to be notified on any changes in specific bank products
  • Enhanced desktop navigation to the “Alerts” and “Manage Alerts” options to help users easily find and manage their alerts




January 2023 Release Highlights:


Energy


Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our Global Power Plant coverage in Latin America, Caribbean, and APAC regions, providing users with a broader global view of the Power Markets. We also improved the overall usability for the EQR Power Purchase Agreement product offering. See the release notes >


Most relevant for:
  • Energy analysts

Workflow improvements:
  • Continued Expansion of Global Power Plant Coverage in Latin America and Caribbean Regions: access expanded Power Plant and Power Plant Unit coverage within Screener, along with Power Project data for several new Latin American and Caribbean countries and regions.

    Coverage stats: This includes coverage for Anguilla, Antigua & Barbuda, Argentina, Bahamas, Barbados, Belize, Bermuda, Bolivia, Brazil, BVI, Cayman Islands, Chile, Colombia, Costa Rica, Cuba, Dominica, Dominican Republic, Ecuador, El Salvador, Falkland Islands, French Guiana, Grenada, Guadeloupe, Guatemala, Guyana, Haiti, Honduras, Jamaica, Martinique, Montserrat, Nicaragua, Panama, Paraguay, Peru, Puerto Rico, Saint Martin, Saint Kitts & Nevis, Saint Lucia, St Vincent & Grenadines, Suriname, Trinidad & Tobago, Uruguay, and Venezuela

  • Continued Expansion of Global Power Plant Coverage in APAC Regions: access expanded Power Plant and Power Plant Unit coverage within Screener, along with Power Project data for several new APAC countries and regions.

    Coverage stats: This includes coverage for Afghanistan, Antarctica, Armenia, Azerbaijan, Bangladesh, Bhutan, Brunei, Cambodia, Cook Islands, Fiji, French Polynesia, Georgia, Kazakhstan, Kiribati, Kyrgyzstan, Laos, Maldives, Marshall Islands, Micronesia, Mongolia, Myanmar, Nauru, Nepal, New Caledonia, North Korea, Pakistan, Palau, Papua New Guinea, Samoa, Solomon Islands, Sri Lanka, Tajikistan, Timor-Leste, Tonga, Turkey, Turkmenistan, Uzbekistan, and Vanuatu.



  • Improved Usability of Power Purchase Agreement (EQR) Product Offering: access enhanced Power Purchase Agreement (EQR) menu order which provides a more structured layout, from an aggregated view down to granular level transaction data. In addition, all pages feature intuitive hyperlinking that will route a user to a specific entity’s Power Purchase pages.



Mobile App


Platform: S&P Capital IQ Pro

What’s new: In this release, we added Dark Mode on both the Android and iOS versions of the Mobile App. We also added Quick Actions to the iOS version of the Mobile App. These changes will improve the overall usability of the apps in addition to giving iOS users access to common workflows straight from their home screen. See the release notes >

Most relevant for:
  • All client segments
Workflow improvements:
  • Dark Mode: experience the Mobile App in Dark Mode on both iOS and Android. Dark Mode improves the overall usability of the Mobile App, reducing eye strain and glare as well as the energy consumed by the display. The Appearance mode of the Mobile App will be independent of the user's election on the desktop version of the S&P Capital IQ Pro platform and default to their device view settings but can be updated via the Account Settings page to specifically choose between Light Mode or Dark Mode.
  • iOS Quick Actions: iOS users can access different Quick Actions for the Mobile App from the device home screen, including Search, Saved Documents, the last company searched, and the last document viewed. This improves the user experience by providing popular multi-step workflows for the Mobile App.


Personalization 


Platform: S&P Capital IQ Pro

What’s new: In this release, we added the option to view the S&P Capital IQ Pro common pages in Dark Mode and defaulted new users logging into the platform to Dark Mode for a more consistent and improved platform experience. See the release notes >

Most relevant for:

  • All client segments
Workflow improvements:
  • Dark Mode in Common Platform Pages: view the Login, New User Sign Up, and Forgot Password pages displayed in Dark Mode.

  • Personalization Dark Mode for New Users: New users are now automatically enabled with Dark Mode by default when logging into the S&P Capital IQ Pro platform. Once logged into the platform, users can choose between Light Mode and Dark Mode in their profile settings.




November 2022 Release Highlights:


European Generation by Power Plant


Platform: S&P Capital IQ Pro

What’s new: Economic & Country Risk Scores

Platform: S&P Capital IQ Pro

What’s new: Users can now view and analyze operating Power Plant generation data for power plants across the United Kingdom, reported every half-hour. Power Plant data can be filtered by Fuel Type and/or Technology Type, increasing user visibility into the makeup of the Power landscape across the U.K. Users can also access an accompanying widget on the European Summary page, which gives the user a snapshot view of the 5 most active plants per operating capacity. See the release notes >

Most relevant for:
  • Energy analysts


Enhanced Macroeconomic data & Country Risk Scores


Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our Country Risk Scores by integrating data from the IHS Markit Economic & Country Risk offering, which provides more frequent updates, additional categories of risk, and country outlooks, as well as our Macroeconomic content. In the Maps application, users can also navigate from the Country Risk page to the full Maps application via the "Customize Map" button. See the release notes >

Most relevant for:
  • Energy analysts
  • Investment Managers




Workflow improvements:
  • Users value-added insights to help understand global economies and mitigate risks.
  • Understand and compare strategic risk for more than 200 countries and territories worldwide.
  • Navigate Strategic risk scores on six categories, including Security, Operational, Political, Economic, Tax, and Legal.
  • Overall risk score encompasses the full spectrum of risks for private commercial enterprises operating in the given country or territory.
  • Customize Maps with Country Risk Scores and IHS Markit Economic


ESG Data & Analytics


Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded the environmental data within the platform by adding physical risk scores data from The Climate Services (TCS) and incorporated new physical risk hazards data into Portfolio Analytics. We also increased the coverage of private companies with environmental data to ~2.25 million. Physical Risk Scores coverage includes 20K companies and 870K+ asset locations. See the release notes >

Most relevant for:

  • Energy Research Analysts
  • Investment Managers
Workflow improvements:
  • Access the harmonized Physical Risk Scores with the integration of The Climate Service (TCS). We added a new hazard (Drought)
  • Analyze how various drought scenarios could impact their portfolio and seamlessly select a forecast year and scenario to be used in their Portfolio
  • Explore ~2.25 million private companies with Environmental data.
  • View the modified structure of formulas within the Field Selector in Screener and to more easily screen for companies and environmental data based on Trucost Business Activity.  




Private Markets & Private Company Expansion


Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our private company data coverage including people data and as-reported industry codes for Eastern & Western Europe private companies. We have also expanded our Private Markets offering by adding five new Topic Tags for all users, expanding coverage of portfolio relationships, and adding key fund data metrics like Dry Powder, Assets Under Management and Unrealized Value for users with Preqin Premium access. See the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers




Workflow improvements:
  • Access additional industry classifications for European companies, including NACE & UKSIC
  • Additional officers and directors' data for Eastern-European countries for SME
  • Explore users view as-reported industry codes (per the local registrars) along with the equivalent standard industry classifications.
  • Access expanded data coverage of western European private companies, including the business description for 30+ million companies, employee count for 20+ million companies, and the as-reported industry codes and registered industry classification for ~6.5 million companies
  • Users can now access five new Topic Tags (Sports Franchises, Leagues & Clubs; Employee Benefits; Insurtech; CleanTech; and Video Games) on Market Maps, Screener, and the Corporate Profile page, providing them with the capability to identify private and public companies within these
    niche markets.
  • Access Limited Partners (LP)’s direct investments and co-investors on S&P Capital IQ Pro.  

Ownership


Platform: S&P Capital IQ Pro

What’s new: In this release, we have made improvements to Investor Targeting tool by expanding the ability to run ownership aggregates for up to 25 entities alongside an Index or ETF. We also enhanced the Institutions/Fund view on the Ownership Detailed page to see true roll-ups of the funds and firm relationships and their ownership in a company, as well as the ability to filter holders located in a specific geography. See the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers







Workflow improvements:
  • Run Investor Targeting tool for a maximum of 25 entities alongside an Index or ETF. This allows for a side-by-side comparison of aggregate ownership for more companies than previously supported
  • Utilize the Institutional & Funds view on the Ownership Detailed page to see a single view of the funds that roll up to its Institutional Holders and their ownership in a company.
  • Filter on a holder’s geography on the Ownership Detailed page of a company


Transactions


Platform: S&P Capital IQ Pro

What’s new: In this release, we have added the ability to customize the view of a company's transaction activity in the Details tab on the Transactions Summary pageSee the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers

Workflow improvements:
  • More flexibility, view a company’s transactions in a single list or grouped by Transaction Type


Transcript Sentiment Score


Platform: S&P Capital IQ Pro

What’s new: In this release, we rolled out additional features for the Transcript Sentiment Scores offering in the Document Viewer, including the ability to view scores for the last four years, view the data via a line or bar chart, and the Industry Average for the scores. See the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers



Workflow improvements:
  • Access four years of sentiment analysis data in the document viewer to better understanding the trends of sentiment analysis over time.
  • Compare with Industry Average for the sentiment scores, which will give users a benchmark to compare company trends. 


Screener


Platform: S&P Capital IQ Pro

What’s new: In this release, we improved the text search algorithm for Business Description and Long Business Description field screens in the Companies and Transactions datasetsSee the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers



Workflow improvements:
  • Get more relevant companies and transactions in the Screener when screening on the Business Description and Long Business Description


Document Viewer


Platform: S&P Capital IQ Pro

What’s new: In this release, we have added new functionality on the Document Viewer related to search and document downloads as well as support for dark modeSee the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers


Workflow improvements:
  • Boolean search to combine keywords with modifying words like "AND", "OR", and "NOT" to produce more relevant and granular results
  • Users with Dark Mode enabled in their Capital IQ Pro settings will now see Dark Mode enabled in Document Viewer


Fixed Income


Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced the Corporate Issuance pages by adding more options to easily view the debt capital securities across various pages along with a separate view of perpetual debt on the Debt Maturity profile page. The enhancements offer improved access to fixed income content with enhanced visualizations to help streamline a user’s workflowSee the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers





Workflow improvements:
  • View all the Debt Securities regardless of their Seniority
  • Pull Perpetual securities on the Debt Maturity Profile page



July 2022 Release Highlights:


Energy Markets


Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our Global Power Plant coverage within APAC regions, released the European Future Build Summary page, and introduced 20-year Renewable Energy Credit price forecasts for locations across the US. See the release notes >

Most relevant for:
  • Energy Research Analysts
  • Power Project Managers
  • Investment Managers
Workflow improvements:
  • Access expanded Power Plant and Power Plant Unit coverage within Screener, along with Power Project data for several new APAC countries and regions, providing users with an increased global view of the Power Markets
  • Leverage the new Future Build Summary page to dig deeper into what is being planned as it relates to power plants, including planned capacity metrics, technology and fuel information, and ownership data across all the European countries and their respective regions
  • View 20-year Renewable Energy Credit pricing forecasts via the new Renewable Energy Credit Forecast page
  • View Renewable Energy Credit Revenue forecasts available at the power plant and power plant unit level



ESG Data & Analytics


Platform: S&P Capital IQ Pro

What’s new: In this release, we added Estimated ESG Scores and Carbon Earnings at Risk to Portfolio Analytics, allowing users to evaluate their portfolio’s exposure to future carbon price risks. See the release notes >

Most relevant for:

  • Energy Research Analysts
  • Investment Managers
Workflow improvements:
  • Assess the potential earnings at risk from carbon pricing on a portfolio level with the Carbon Earnings at Risk report.
  • Allows users to gain a more comprehensive understanding of potential vulnerabilities as it relates to future carbon prices, which is based off Unpriced Carbon Costs and Earnings at Risk metrics
  • Incorporate Estimated ESG Scores into reports in Portfolio Analytics for publicly assessed companies
  • These scores combine ESG Scores derived from company disclosures with S&P Global’s proprietary estimation methodology for improved peer comparability in portfolio analysis.  



Private Company Data


Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our private company data coverage, including people data, financials, revenues, business descriptions, and more for North America, Eastern Europe, and Western Europe. See the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers
Workflow improvements:
  • Access estimated revenue for ~150k private companies and ~1.5 million officers and directors’ profiles for North American (U.S. and Canada) private companies
  • Access expanded data coverage for Eastern European private companies, including financials for ~50K small and medium enterprises that report revenues above 1 million EUR, as well as ~350K officers and directors' profiles
  • Access expanded data coverage of western European private companies, including the business description for 30+ million companies, employee count for 20+ million companies, and the as-reported industry codes and registered industry classification for ~6.5 million companies.  



May 2022 Release Highlights:


Continuned Global Power Plant Expansion


Platform: S&P Capital IQ Pro

What’s new: We added Australia, China, Hong Kong, Japan, Macau, New Zealand, Singapore, South Korea and Taiwan Power Plant and Power Plant Units coverage to the Screener. See the release notes >

Most relevant for:
  • Energy Research Analysts
  • Power Project Managers
  • Investment Managers
Workflow improvements:
  • View the data in the Screener within the Asset Data perspective under Power Plants or Power Plant Units



European Power Markets Summary


Platform: S&P Capital IQ Pro

What’s new: Users can now view the European Power Markets Summary page and the Operating Plant Summary page. Users can also view a summary of fuel and technology information for both Operating and Planned power plants at the country level, and a more detailed analysis for Operating Plants within all of the European countries and their respective regions. See the release notes >

Most relevant for:
  • Energy Research Analysts
  • Power Project Managers
  • Investment Managers
Workflow improvements:
  • Under the Power tab on the top hand navigation menu, within the newly created European Power Markets subsection select European Power Markets Summary or Operating Plant Summary.  


ESG - ESG Scores with Estimated Data


Platform: S&P Capital IQ Pro

What’s new: We enhanced our ESG Scores, with users now able to e view scores with estimated inputs for publicly assessed companies on ESG company pages. See the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers
Workflow improvements:
  • On the corporate profile, access estimated inputs from the ESG Analytics section of the left-hand navigation menu.  

ESG - Paris Alignment Portfolio Reporting


Platform: S&P Capital IQ Pro

What’s new: We added the ability to analyze a portfolio’s alignment to 2°C, or well below 2°C, scenarios using SDA and GEVA alignment methodologies for reduced emissions in line with carbon budget scenarios. See the release notes >

Most relevant for:
  • Energy Research Analysts
  • Investment Managers
Workflow improvements:
  • Select Portfolio Analysis from the ESG menu in the top navigation bar and then select the Paris Alignment portfolio analysis report.  

ESG - Enhanced Lookup/Ultimate Parent Logic


Platform: S&P Capital IQ Pro

What’s new: Users can now analyze public debt instruments of private companies, if the immediate parent or ultimate parents is a public company and is covered. See the release notes >


Most relevant for:

  • Energy Research Analysts
  • Investment Managers
  • Industry Regulators
Workflow improvements:
  • Select Portfolio Analysis from the ESG Menu in the top navigation bar and select any report.  

ESG – Carbon Earnings at Risk on Dashboard


Platform: S&P Capital IQ Pro

What’s new: We’ve added Carbon Earnings at Risk data to the Dashboard. See the release notes >


Most relevant for:
  • Energy Research Analysts
  • Investment Managers
Workflow improvements:
  • Open the Field Selector and find Carbon Earnings at Risk metrics and parameters in the ESG Folder.  





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