
S&P Global (NYSE: SPGI) announced on August 21, 2025, a strategic partnership with Google Cloud to integrate its AI-Ready Data portfolio, specifically from S&P Global Commodity Insights, into Google Cloud’s BigQuery platform. This collaboration enhances access to comprehensive commodity data, empowering organizations with advanced AI and analytics capabilities.
The partnership, announced on August 21, 2025, makes S&P Global’s Commodity Insights data available through Google Cloud’s BigQuery, a robust data and AI platform. This move aligns with S&P Global’s strategy to meet customers within their existing ecosystems, ensuring flexibility in accessing trusted data. “This partnership with Google Cloud represents another significant step in our commitment to meeting clients where they are in their digital transformation journey,” said Mark Eramo, Co-President of S&P Global Commodity Insights.
The AI-Ready Data packages cover key commodity sectors, including energy, power and gas, metals, chemicals, agriculture, supply chain, and specialized markets. Powered by S&P Global’s Enterprise Data Organization, these datasets are structured for machine learning and AI applications, enabling faster model development and deployment. Customers can leverage Google Cloud’s infrastructure to boost productivity, improve data governance, and make timely decisions in dynamic markets.
By integrating with BigQuery, S&P Global enables customers to combine commodity data with Google Cloud’s AI tools for predictive modeling and real-time decision-making. For example, energy traders can analyze supply-demand imbalances, while agricultural firms can predict crop trends using historical and real-time data. The partnership also mitigates data silo challenges, offering a scalable solution for enterprises. “By making our AI-Ready Data available through Google Cloud’s BigQuery platform, we’re empowering organizations to drive innovation and competitive advantage,” Eramo added.
S&P Global’s stock price, as shown in the finance card above, stands at $554.4 as of August 25, 2025, with a market cap of $169.95 billion. The company reported strong Q2 2025 earnings, with an EPS of $4.43 (surpassing estimates of $4.20) and revenue of $3.76 billion (above projections of $3.66 billion), reflecting its robust growth trajectory.
While the partnership strengthens S&P Global’s position in AI-driven commodity analytics, it faces competition from AWS and Microsoft Azure, which are also expanding their AI offerings. However, S&P Global’s 40-year history of commodity price tracking provides a unique data moat. Regulatory scrutiny on AI data governance remains a consideration, but S&P Global’s emphasis on compliance suggests proactive risk management.
This partnership positions S&P Global as a leader in AI-ready commodity data, leveraging Google Cloud’s infrastructure to deliver scalable, innovative solutions for global enterprises.
S&P Global provides Essential Intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and Accelerate Progress for the world.