Energy Evolution

As more of the world’s power grids are supplied with renewables, accurate weather forecasting has become an increasingly important asset for power utilities.

In this episode of Energy Evolution, correspondent Camilla Naschert speaks to Malte Rieck, meteorologist at Vattenfall, about the key parameters his team is watching, how AI is becoming a sharper tool for forecasting, and how extreme weather events may change the output profile of renewables fleets in the future.

Subscribe to Energy Evolution to stay current on the energy transition and its implications.

With the world’s renewable energy capacity reaching record levels, attention has shifted to the risks involved in sourcing critical minerals such as lithium, cobalt, nickel, and graphite, essential for sustaining these industries. China’s dominance over global critical minerals supply chains has led the US, EU, and other major consumers to diversify their foreign sources while also developing domestic resources and strengthening recycling capacity.

In this podcast, S&P Global Commodity Insights’ Euan Sadden, senior editor for EMEA, is joined by Leah Chen, team lead for battery metals, and Nick Trickett, senior analyst for metals and mining. They examine this dynamic and consider whether China should be recognized as a partner or a competitor by Western economies in the realm of critical minerals and the renewable energy transition.

Price assessments (subscriber content):

BATCA04 Lithium Carbonate DDP China

BATCN00 Recycled Lithium Carbonate DDP China 

BATLS00 Lithium Spodumene 5.5% Li2O CIF China 

BATSP03 Lithium Spodumene 6% FOB Australia 

BATSS00 Lithium Spodumene 0.1% differential 

LCCIF00 Lithium Carbonate CIF Europe 

BATLA00 Lithium Triangle (LiT) FOB

ANINO00 Low-Grade Nickel Ore 

ANIOC00 High-grade Nickel Ore

For this week's episode, Energy Evolution presents an episode of the Platts Commodities Focus podcast, another show in the network of S&P Global Commodity Insights' podcasts.

Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whether Republicans or Democrats control Congress, the energy sector faces major potential shifts. There will be implications for supply chains, energy infrastructure, and the overall direction of US energy markets.

Jasmin Melvin, senior editor and team lead for The Energy Daily, leads a discussion on what's at stake in the oil, gas, power and metals arenas with Commodity Insights reporters and analysts Zack Hale, Taylor Kuykendall, Starr Spencer and Anna Mosby. They examine the polarizing energy positions from the presidential candidates and how a potentially divided Congress could reshape energy policy.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, routinely featuring the work of Commodity Insights journalists, including regular correspondent Camilla Naschert. 

In this episode of the Energy Evolution podcast, the focus is on the rise and fall of California solar pioneer SunPower, as well as its potential for a rebirth following a recent asset sale in its ongoing bankruptcy process.

S&P Global Commodity Insights senior reporter Garrett Hering shares an interview with T.J. Rodgers, the former chairman of SunPower and founding CEO of Cypress Semiconductor, SunPower's former corporate parent. They delve into SunPower's history, its challenges, and the potential impact of its bankruptcy on the broader energy landscape and transition to lower-carbon energy. Rodgers, who has a long history with SunPower, shares his ambition to breathe new life into the company through the acquisition of key assets out of bankruptcy.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, routinely featuring the work of Commodity Insights journalists, including regular correspondent Camilla Naschert. 

This is episode 3 of All Things Aviation, a special six-part series focussing on the dynamics, trends and outlooks in the aviation sector.

In this episode, Sophie Byron, global director of biofuels pricing at S&P Global Commodity Insights, and Tom Washington, senior news writer covering biofuels in the EMEA region, are joined by Ina Chirita and Jamie Dorner, Europe and America leads in the biofuels research team. 

They take a look at the complexities of the rapidly evolving Sustainable Aviation Fuel market, including feedstocks, policy and distribution. They also discuss some of the headwinds that have beset the SAF market in recent months and how long these could last. 

Related: Sustainable Aviation Fuel CIF NWE $/mt  Biofuels news

This episode of Energy Evolution features an interview with Corrado De Gasperis, Chairman and CEO of Comstock Inc., who explains the company's shift from a focus on precious metals mining to new business lines as well, including urban mining and recycling materials from end-of-life electrification products and solar panels. Comstock aims to commercialize decarbonization technologies while addressing the growing need for sustainable mineral sources.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.

As airlines look to decarbonize and governments crack down on heavy industry carbon emissions, some in the aviation industry are turning to sustainable aviation fuel (SAF).

In this episode, correspondents Camellia Moors and Camilla Naschert speak with experts from across the SAF industry about what SAF is, how it’s being used, its potential to curb carbon emissions and the biggest challenges and opportunities in its global uptake.

Today’s guests are Andrew Chen, principal for aviation decarbonization at RMI; Dick Benschop, board member and senior fellow at the Mission Possible Partnership; Phil Moore, global head of sustainable aviation fuel at EcoCeres; and Daniel Chereau, head of fuel at the International Air Transport Association.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.

The US Department of Energy is on a roll when it comes to backing the US domestic battery industry. 

In July, the agency’s Loan Programs Office announced a conditional commitment of up to $1.2 billion for a direct loan to battery separator, extruder, and engineering services company ENTEK to finance a lithium-ion battery separator facility in Indiana. 

In June, the DOE’s Advanced Research Projects Agency – Energy, announced it would give $20 million to solid-state battery company ION Storage Systems for the development and commercialization of the company’s solid-state lithium-metal batteries. 

In this episode, correspondent Camellia Moors speaks with Chelsea Sexton, director of the DOE’s Advanced Technology Vehicle Manufacturing Loan Program; Kim Medford, president for manufacturing at ENTEK; and Ricky Hannah, CEO and board director of ION, about what the federal government’s support means for the industry and US energy transition goals. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

On this week’s episode of Energy Evolution, S&P Global Commodity Insights hydrogen specialists Shankari Srinivasan and Catherine Robinson discuss their research on the current state of the hydrogen industry just a few weeks before World Hydrogen Week, which will take place Sept. 30- Oct. 4 in Copenhagen. 

While the mood has been dampened by project cancellations, the industry is now moving from planning to delivery, Srinivasan tells podcast correspondent Camilla Naschert.

Blue hydrogen, made using gas and carbon capture, will play a major role, especially in Asia and the US, leveraging lower cost differentials and existing infrastructure, Robinson says.

Subscribe to Energy Evolution to stay current on the energy transition and its implications.

This is episode 2 of All Things Aviation, a special six-part series focusing on the dynamics, trends, and outlooks in the aviation sector.

In this episode, Marie-Louise Du Bois, head of the global carbon pricing team is joined by S&P Global Commodity Insights experts Dana Agrotti, low carbon market lead analyst, Agamoni Ghosh, managing editor, global compliance carbon pricing and Eklavya Gupte, editorial lead, carbon news.

They delve into the Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA), discussing its role in reducing emissions and the challenges surrounding carbon credit availability. They also explore how CORSIA is shaping the aviation industry's approach to sustainability, looking at the big changes ahead for this hybrid carbon market.

Today's episode of Energy Evolution is all about the Advanced Clean Energy Storage project in Delta, Utah. ACES will use electrolysis to convert renewable energy into hydrogen and store it so that the otherwise intermittent resources will be dispatchable on demand from storage in large salt caverns underground. The first project will convert and store up to 100 metric tons per day of hydrogen and is expected to enter commercial-scale operations in mid-2025.

Chevron recently acquired Magnum Development LLC and a majority interest in the project, which is a joint venture with Mitsubishi Power Americas.

Our guests discussing the topic are Austin Knight and Michael Ducker. Knight is the vice president of hydrogen for Chevron New Energies, a division of Chevron USA Inc. Ducker is the President & CEO of MHI Hydrogen Infrastructure, a wholly owned subsidiary of Mitsubishi Power Americas and a power solutions brand of Mitsubishi Heavy Industries.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

This week's episode of Energy Evolution features a conversation with Deise Yumi Asami, the founder of Maximo, an AI-powered robot that automates the heavy lifting for placing and attaching solar modules. The project is being run by AES Corp., a Virginia-based utility and power generation company. 

In the episode, Asami explains how the robot uses AI to improve its own performance, how it is changing the way solar is installed and the broader implications of AI and automation in the energy transition. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

This is episode 1 of All Things Aviation, a special six-part series focusing on the dynamics, trends and outlooks in the aviation sector. 

In the first episode of this Future Energy miniseries, S&P Global Commodity Insights scenarios and aviation experts Roman Kramarchuk, Paul McConnell and James Simpson set the stage, discussing the global state of aviation demand, fuel supply and Commodity Insights scenario outlooks for 2024 and beyond. What is the importance of emissions from the aviation sector in meeting (or not meeting) net-zero targets? How has the coronavirus pandemic impacted the sector? What drives demand for flying? What are the latest trends in aircraft fleets, and what are the policy constructs driving efficiency and alternative low-carbon fuels? Tune in next week for episode two of All Things Aviation, which will focus on the carbon market mechanisms that have been designed and implemented around the globe to constrain aviation emissions. 

This week on Energy Evolution we hear from Lord Adair Turner, British businessman and former chairman of the UK Financial Services Authority.

Turner is now heading up the Energy Transitions Commission, an industrial collective. He tells Taylor Kuykendall and Camilla Naschert about the risks he sees for America's climate goals if Donald Trump is re-elected, the challenges of deindustrialization in Europe and why a carbon border is needed.

Turner also argues that concerns over dependence on Chinese cleantech are overblown and that AI datacenters may need regulatory guardrails.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns.  

In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect Power, speaks with correspondent Camellia Moors about the business case for solar power development in the US, some of the policies surrounding the industry, and solar power’s role in the US energy transition. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

Global installed capacity of solar photovoltaics has grown at an extraordinary pace in recent years as countries strive to meet approaching decarbonisation targets, meaning that the technology is having an ever-increasing part in electricity mixes worldwide. 

In this episode of the Platts Future Energy Podcast, solar market reporter Lena Dias Martins is joined by associate director for solar research Josefin Berg to discuss the growth of solar globally, installation forecasts and how this technology is impacting decarbonising electricity systems. 

“Green steel” is becoming an increasingly desirable product around the world as more end users establish decarbonization goals and legislation like the EU’s carbon border adjustment mechanism (CBAM) goes into effect. But with no single definition, steel market participants are having to come up with their own standards as they pursue lower-carbon steelmaking.   

In this episode, Laura Varriale, managing editor of the ferrous metals team, EMEA, at S&P Global Commodity Insights and Guido Kerkhoff, management board chairman and CEO of the European unit of German steel service company Klöckner & Co., talk about the state of the European and US green steel markets, challenges and advancements, and how steel trading might be affected by CBAM and the decarbonization drive.  

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

Vacuuming CO2 out of the atmosphere may be possible, but at a cost of nearly $1,000 per metric ton of carbon captured and stored. Nevertheless, direct air capture is attracting serious investment from the US government, oil and gas companies and Microsoft. In this episode of Energy Evolution, hosts Taylor Kuykendall and Dan Testa and reporter Siri Hedreen discuss what the public and private sectors are doing to make this nascent technology a large-scale commercial reality.

First, they hear from the Bipartisan Policy Center’s Sasha Mackler on why direct air capture is a worthy investment, and why now. Next, Heirloom Carbon Technologies’ Max Scholten tells S&P Global Commodity Insights what the company is doing to lower the cost of carbon removal. Scholten also explains how clean electricity is a limiting factor, and how Heirloom’s technology design attempts to solve for the intermittency of wind and solar energy.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

In this episode of Energy Evolution, host Taylor Kuykendall and S&P Global Commodity Insights climate and energy reporter Karin Rives discuss the increasing involvement of state lawmakers in electric utility regulations and their impact on the power industry and ratepayers.

Guests on today's show are Lillian Federico, a research director with Commodity Insights, California state Senator Josh Becker and Paul Alvarez with the consulting firm Wired Group.

They highlight how the energy transition and concerns over climate change have prompted lawmakers to shape energy policy, disrupting the traditional relationship between regulators, politicians and ratepayer advocates.

The episode explores various cases where legislators have pushed for utility investments, resulting in unintended consequences and financial burdens for ratepayers. It also examines the challenges of regulatory lag and the uncertainty created by swings in policy. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors. 

In this episode of the Energy Evolution podcast, host Taylor Kuykendall interviews William "Bill" Daley, who was White House Chief of Staff under President Barack Obama and Commerce Secretary during the administration of President Bill Clinton. Daley joined Taylor to discuss the role of climate technologies in driving economic growth and job creation. Daley explained the work of Crux Climate, a sustainable finance technology company, and how they facilitate the transferability of energy credits. He also emphasized the need for government support and investment in advanced manufacturing and new energy sources. Daley also highlighted the opportunities for economic development in various sectors, including solar, wind, batteries, hydrogen and nuclear energy. Daley also addressed the role of large organizations in the climate technology space and the importance of a balanced approach to energy sources. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

In this episode of Energy Evolution, host Taylor Kuykendall is joined by Tom DiChristopher, senior reporter at S&P Global Commodity Insights, to discuss the movement to ban new gas hookups and require all-electric construction for new buildings.

In 2023, a court struck down a gas ban in Berkeley, California, which was the first of its kind in the nation. The decision came as part of a legal settlement with the California Restaurant Association, and Berkeley will no longer enforce the ban while it goes through the process of repealing it.

The court opinion that led to the settlement is expected to set a precedent for other cities and counties in California and West Coast policymakers to reconsider their own gas bans and building electrification policies. Despite the repeal in Berkeley, many cities in California have implemented their own versions of gas bans, and there is still momentum to transition buildings away from natural gas in several states.

Local areas are exploring options to strengthen building codes and encourage electrification without violating federal energy laws. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

CORRECTION NOTICE: At one point during the podcast, it was mistakenly said that the gas ban was repealed in April 2024. The ban was repealed in 2023.

In this episode of Energy Evolution, host Taylor Kuykendall is joined by Tom Dichristopher, senior reporter at S&P Global Commodity Insights, to discuss the movement to ban new gas hookups and require all-electric construction for new buildings.

In 2023, a court struck down a gas ban in Berkeley, California, which was the first of its kind in the nation. The decision came as part of a legal settlement with the California Restaurant Association, and Berkeley will no longer enforce the ban while it goes through the process of repealing it.

The court opinion that led to the settlement is expected to set a precedent for other cities and counties in California and West Coast policymakers to reconsider their own gas bans and building electrification policies. Despite the repeal in Berkeley, many cities in California have implemented their own versions of gas bans, and there is still momentum to transition buildings away from natural gas in several states.

Local areas are exploring options to strengthen building codes and encourage electrification without violating federal energy laws. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Electric vehicles are growing in popularity in the US, but purchasing one can come with a host of hurdles to navigate, from tax credits to charger availability.  

In this episode of Energy Evolution, correspondent Camellia Moors interviews Bryan Birsic, CEO of Motor, about the challenges faced by EV drivers and headwinds to wider EV adoption. Backed by The AES Corp. and Mitsubishi Corp., Motor provides services designed to help drivers discover, switch to, and stick with EVs. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

Also known as 'forever chemicals', PFAS materials can be found in frying pans and rain coats, but also in hydrogen electrolyzers and batteries.

After a group of countries proposed a ban on PFAS chemicals in the EU in 2023, legislators are expected to restrict their use.

On this episode, correspondent Camilla Naschert hears from scientists Christina Jönsson (Research Institutes of Sweden) and Karsten Pinkwart (Fraunhofer Institut) about how this ban could work and what the energy sector now needs to consider in preparation. 

Gerardo Familiar of chemicals giant and PFAS maker Chemours argues that the compounds are crucial for the energy transition and that a blanket ban has to be avoided.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

A first wave of subsidy auctions for green hydrogen production in Europe has revealed early price signals and could kick-start the market after a long period of policy and investment delays. The recent European Hydrogen Bank auction results were much lower than expected, but will renewable hydrogen be much cheaper than previously thought, or will consumers have to pay a large premium to secure offtake? Senior energy transition reporter James Burgess discusses these topics and more with senior hydrogen analyst Matthew Hodgkinson, hydrogen analyst Anastasia Pantazopoulou, and pricing specialist Vipul Garg.

Links:Green premium remains for renewable hydrogen after EU's 1.5-GW auction result Platts launches new European Renewable PPA Derived Hydrogen prices Interactive: Platts Ammonia price chart Special report: Atlas of Energy Transition™

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In this episode of Energy Evolution, the teams is joined by two special guests: Jigar Shah, the director of the Loan Programs Office of the US Department of Energy, and Jonathan Evans, the President and CEO of Lithium Americas.

The US Department of Energy has shown interest in the metals and mining space, particularly in critical mineral mining and extraction projects. Additionally, the DOE's Loan Programs Office has committed to providing a $2.26 billion loan to Lithium Nevada Corp. for the construction of a lithium carbonate processing plant at Thacker Pass in Nevada.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

Hydrogen fuel is gaining traction as a promising solution for decarbonizing the transport sector, particularly in challenging areas like aviation where electrification is limited. US government subsidies for low-carbon hydrogen production and the establishment of the Department of Energy’s seven hydrogen hubs are expected to drive low-carbon hydrogen production at scale. However, the aviation industry awaits regulatory guidance from the Federal Aviation Administration to provide clarity on the potential of hydrogen fuel in decarbonizing commercial flights. 

Low-carbon commodities reporter Santiago Canel speaks with with Arnaud Namer, Chief Operating Officer at Universal Hydrogen, and Commodity Insights energy transition news reporter Daniel Weeks to explore the role of hydrogen in aviation and its potential for decarbonization.

Links: Platts Hydrogen Daily (subscriber content) Feature: Logistical woes and high pump prices stall California H2 market development S&P Global Commodity Insights Weekly ET News Highlights

Right-wing parties have made gains in the EU parliamentary elections this past week, but a coalition of centrists remains likely. 

Correspondent Camilla Naschert tells host Taylor Kuykendall what the result means for energy policymaking in the 27-member bloc.

The main message: Net zero is still on, but the pace of climate lawmaking may slow in coming years. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

In this episode of Energy Evolution, host Taylor Kuykendall interviews Dan Brdar, the CEO of Ideal Power. Ideal Power is developing a bidirectional semiconductor power switch with a wide range of applications, including electric vehicles, renewable energy and datacenters.

The technology enhances energy efficiency and is starting to gain traction in the industry. Ideal Power is partnering with Stellantis, an automotive giant, to develop a custom power module for use in next-generation electric vehicle platforms.

Brdar says his company's technology can increase the range of electric vehicles by 7% to 10%, addressing the issue of range anxiety that is holding back adoption of new EVs. He also talks about the cost of electric vehicles and the need for a charging infrastructure as challenges for wider EV adoption. 

Energy Evolution is a podcast dedicated to exploring the latest innovations, trends, and challenges in the energy sector. We bring you expert interviews, insightful discussions, and thought-provoking analysis to help you stay informed and engaged in the rapidly evolving world of energy.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

In this episode of Energy Evolution, host Taylor Kuykendall sits down with Emily Easley, CEO of Novus Energy Advisors. Emily, who hails from the Texas oil and gas fields, now works in the world of renewable energy. During their conversation, Taylor and Emily delve into the topic of bridging the gap between conventional fuels and new energy technologies. They explore the lessons that can be learned from both sides of the energy spectrum and how these insights can be applied to drive innovation and sustainability. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

As utilities grapple with how best to expand the US electric grid to improve reliability and support technologies like electric vehicles, they’re turning to a host of technologies like grid storage and AI that can help with planning and managing new demands. 

On this week’s episode, co-host Taylor Kuykendall and correspondent Camellia Moors speak with guests Anthony Allard, executive vice president and head of North America at Hitachi Energy, Josh Brumberger, CEO of Utilidata, Robert Piconi, chairman and CEO of Energy Vault, and Paul Doherty, principal communications representative at PG&E. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

Sulfur is a crucial input for the fertilizer market. But, this byproduct of the oil and gas industry is also increasingly in-demand for processing key metals needed for the energy transition, such as copper and nickel.

In this episode of the Platts Future Energy podcast, sulfur and sulfuric acid market reporter Matt Hoisch is joined by sulfur and sulfuric acid Analyst, Yuya Pan, and senior copper analyst, Ruilin Wang, for a deep dive into how a transition to greener energy sources is expected to impact sulfur supply and demand.

Related coverage: Platts launches CFR Southeast Africa sulphur assessment and Middle East-Southeast Africa sulphur freight assessment

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All our non-ferrous coverage (subscriber link)

Capturing solar energy in space promises 24/7 renewable energy at a competitive cost. But to get space solar to scale, scientists and engineers need to tackle questions around technology management in space, social acceptance of power beaming and ground infrastructure, as well as financing hurdles. 

On this week's episode of Energy Evolution, reporter Camilla Naschert discusses all of this with Sanjay Vijendran, who leads the European Space Agency's space solar program, and Martin Soltau, founder and co-CEO of UK startup Space Solar. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

A maritime law from 1920 prevents non-US ships from operating in and out of US ports. The problem for offshore wind? There are no large turbine installation ships under US flag yet.

In this episode of Energy Evolution, we hear from industry experts how the Jones Act affects a fledgling offshore wind buildout and how developers found workarounds to get turbines offshore. 

Guests are Dominion Energy SVP Mark Mitchell, Ørsted SVP Troy Patton and S&P Global Commodity Insights analyst John Murray. Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

Cyber threats are mounting for utilities' critical infrastructure assets globally. If used by savvy hackers, AI also provides new tools for those trying to disrupt power supply or extract data.

Decentralization of assets through the rollout of renewables is growing the attack vector for malign actors, NERC SVP Manny Cancel tells Energy Evolution correspondent Camilla Naschert.

Cybersecurity expert Andrew Ginter of Waterfall Security lays out the threat landscape and why IT teams and engineers need to layer their prevention approaches. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

India's energy transition strategy encompasses greater adoption of a wide range of renewable fuels to go with baseload coal for decades to come, with new policies on CCUS, carbon markets and power reforms set to play a role in the decarbonization of the third largest greenhouse gas emitter of the world.

In this Platts Future Energy podcast, Consulting Executive Director, Energy Transition Gauri Jauhar, Managing Editor, Global Compliance Carbon Pricing Agamoni Ghosh, and Associate Director, Research Mohd. Sahil Ali, join Editor – Energy Transition Ruchira Singh, to discuss the journey so far and the likely future landscape of policies, market development and trends post the mid-2024 general elections.

Wrapping up the series of episodes featuring interviews gathered at CERAWeek by S&P Global, co-host of Energy Evolution Taylor Kuykendall shares bits of conversations with executives from new, innovative companies across different parts of the battery materials supply chain. Guests on this episode are: Gabi Knesel, a senior vice president at Locus Fermentation Solutions; Mahesh Konduru, CEO of Momentum Technologies; Srini Godavarthy, CEO of Li Metal; and John Busbee, the CEO and co-founder of Xerion Advanced Battery Corp.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference. 

In this episode of the Energy Evolution podcast, Maria Pope, President and CEO of Portland General Electric, and John Pettigrew, CEO of National Grid, discuss the future of energy and the challenges facing the industry in the coming years. PGE provides electricity to a service area with a population of about 1.9 million people. National Grid is a large investor-owned utility with operations in the UK and in the northeastern US.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference. 

For this episode, Taylor sat down with Mitsubishi Heavy Industries America CEO Takajiro Ishikawa and Svante President and CEO Claude Letourneau about the past and future of carbon capture projects. Carbon capture is a key technology for reducing emissions, particularly for hard-to-abate sectors such as heavy industry and transportation. These sectors are responsible for significant global carbon emissions and are difficult to decarbonize using conventional methods. Carbon capture technology offers a promising solution by capturing carbon dioxide emissions before they are released into the atmosphere and storing them safely and securely.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference. 

In this episode, we talk with Hunter Armistead, the CEO of Pattern Energy. Pattern Energy is developing SunZia Wind and Transmission to capture energy from the winds of New Mexico to power three million Americans in the western US. Hunter and Taylor talk about the challenges and opportunities of renewable energy, the importance of transmission in meeting demand, and the role of green fuels. They also touch on the difficulties of financing large-scale projects like SunZia, as well as the policy changes that could make it easier to build transmission and allocate costs.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference. 

On this episode, we start with a chat with Ernest Moniz, former US energy secretary under the Obama administration, and now president and CEO of the Energy Futures Initiative think tank. Then, we talk to Michał Kurtyka, a fellow with the Atlantic Council Global Energy Center, the first minister of Poland’s Ministry of Climate and the President of COP24 — the United Nations Climate Change Conference of the Parties in Poland. 

In wide-ranging conversations, Energy Evolution talks to the two officials about policy changes, the need to act on climate and rapidly changing energy technologies — from coal to hydrogen to fusion.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.

Today’s conversation is with Colin Parfitt, vice president of Midstream at Chevron Corporation.

Parfitt discussed Chevron’s approach to cutting carbon emissions intensity in the oil and gas business amid growing energy demand, the role of liquified natural gas in the energy space, and the pace of energy sector decarbonization with podcast co-host Taylor Kuykendall on the sidelines of the event.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.

Today’s conversation is with Meghan Nutting, executive vice president of Government and Regulatory Affairs at Sunnova Energy.

Virtual power plants (VPPs) can help manage grid demand and support electrification, Nutting told podcast co-host Taylor Kuykendall on the sidelines of the event. She also talked about Sunnova’s Project Hestia, how VPPs may fit in with large conventional power plants, and policy levers to support solar power deployment.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.

While the event has become increasingly focused on the energy transition, one commodity trading house says the good times for fossil fuels are far from over.

Demand for oil and gas, as well as key metals such as copper, is set to grow across most global markets, Trafigura chief economist Saad Rahim tells Taylor Kuykendall on the sidelines of the event.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

The price of emissions in the world’s largest compliance carbon market –the EU’s Emissions Trading System– has fallen sharply so far in 2024, driven by economic uncertainty, weaker industrial activity and lower gas prices. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Testa and Scott Chen discuss the reasons behind this decline, the outlook for EU ETS prices, and what this slump could mean for short- and long-term climate and energy policy.

Related price assessment EADLP00 - EU Emission Allowance Nearest-December

Read further on our: Specifications Guide Carbon Markets

Carbon news & analysis 

Carbon in the Atlas Of Energy Transition

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.

Our first conversation from the 'Super Bowl of energy' is with Arshad Mansoor, president of the Electric Power Research Institute.

With AI changing the energy landscape at lightning speed, grid flexibility is increasingly indispensable, Mansoor tells podcast co-host Taylor Kuykendall. 

Given that, innovation and deployment of small modular reactors and hydrogen cannot come fast enough, Mansoor says. 

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

Energy Evolution podcast co-host Taylor Kuykendall interviews researchers behind S&P Global Commodity Insights' Top Ten Cleantech Trends in 2024 for insight into what might be at the front of mind as energy leaders from around the world converge in Houston for CERAWeek 2024.

This show's guests are Cormac Gilligan, an associate director at S&P Global Commodity Insights who focuses on solar and energy storage research, and D'avack Francesco, principal analyst, global power and renewables, climate & sustainability for S&P Global Commodity Insights.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

What industries produce the most greenhouse gas emissions, and how are they changing as the energy transition proceeds? What are the major technological and policy solutions to cutting emissions in the iron and steel, chemicals, and cement and concrete sectors? 

Energy Evolution correspondent Camellia Moors spoke with Jeff Rissman, senior director for industry at Energy Innovation, about his new book on industrial emissions and emissions mitigation strategies, Zero-Carbon Industry: Transformative Technologies and Policies to Achieve Sustainable Prosperity. 

Subscribe to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

As electric vehicle and clean energy technology demand ramps up, so is interest in sourcing the critical minerals they need from recycled materials.  

Energy Evolution correspondent Camellia Moors spoke with guests Ahmad Ghahreman, CEO, president and co-founder of rare earths recycler Cyclic Materials, and Julian Proelss, director of business management battery recycling at chemical company BASF, about how these materials are extracted from old equipment and used in new batteries. 

Subscribe to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

Green tech, mining and energy company Fortescue announced in January that it plans to create an advanced manufacturing hub in Detroit, joining a host of companies starting up or expanding EV battery production facilities around the US.  

What does Fortescue’s announcement mean for the Michigan EV battery supply chain, and how is the state working to encourage similar projects? How do investments in US EV battery production stack up against those around the world? 

Energy Evolution correspondent Camellia Moors spoke with guests Quentin Messer Jr., CEO of the Michigan Economic Development Corporation and President and Chair of the Michigan Strategic Fund, and Nick Nigro, founder of data-driven research and advisory group Atlas Public Policy. 

Tune in to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

The price of solar photovoltaic modules has declined around 40% in the past year due to high production in China.

In this episode of Energy Evolution, we're exploring whether cheaper panels are unlocking the business case to build utility-scale solar in the Nordic region. With much fewer sun hours and ample wind and hydro, these northern European countries are no solar hubs – but this is starting to change.

Energy Evolution correspondent Camilla Naschert spoke to Warren Campbell and Peter Tornberg of renewables developers Alight and OX2, as well as Justin FitzHugh of investment bank Arctic Securities, bringing a perspective from a region warming to solar energy.

Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

On this episode Energy Evolution podcast interviews Alfred Johnson, CEO and co-founder of Crux, about the shift towards clean energy and the tax credits offered by the Inflation Reduction Act (IRA). The IRA is creating hundreds of billions of dollars in tax credits for companies that deploy renewable energy. Transferable tax credits enable companies to sell those credits and access capital quickly. Crux is a platform for developers, tax credit buyers, and financial institutions to transact and manage transferable tax credits. The company’s inaugural market report on the state of clean energy tax credit transactions found that there was between $7 billion and $9 billion in volume of 2023 tax credit transactions. They reported that the transferability of the credits levels the playing field for smaller projects and new technologies.

Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, Dan Testa and Taylor Kuykendall speak to Troy Demmer, Co-Founder and Chief Product Officer for Gecko Robotics, and Gilman Callsen, CEO and Founder of Rho Impact, about the use of robots in power plant inspections for sustainability. These robots can identify potential problems in power plants, allowing for preventive maintenance and reducing the reliance on backup generation sources, thus lowering emissions. Rho Impact has reported that robotic inspections combined with decision-making software could eliminate the equivalent of up to 4.8% of annual emissions in the US.

Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

In the Energy Evolution podcast, Dan Testa and Taylor Kuykendall interview Jonathan Martell, COO of Mohave Electric Co-Op, and Larsh Johnson, CTO of Stem, to discuss rural power generators using artificial intelligence to help transition to clean energy. The guests discuss the challenges and solutions for increasing the share of renewables in the co-op retail energy mix, and a new solar-plus-storage project recently announced by Mohave. 

Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

At the COP28 climate conference in December, more than 20 countries—including the US, the UK, France and Sweden—signed a declaration committing to a tripling of nuclear capacity by 2050.   Correspondents Camilla Naschert and Camellia Moors spoke with experts across the nuclear energy and uranium mining industries about the declaration. Listen in to hear Antony Froggatt at Chatham House, Kirsty Gogan at TerraPraxis, Timothy Fox at ClearView Energy Partners, and Ross McElroy at Fission Uranium talk about the pledge, what it could mean for a global nuclear power expansion, and how the uranium industry is responding to promises of a nuclear build-out.   Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

The International Energy Agency, a Paris-based intergovernmental organization that analyzes the global energy sector and offers policy recommendations, has announced that renewable energy is expanding faster than at any time in the last three decades, with 507 GW of renewables installed in 2023 alone, almost 50% more than the previous year. Our correspondent Camilla Naschert speaks with Commodity Insights reporter Alex Blackburne about what the report means. Meanwhile, co-host Taylor Kuykendall brings the show a chat with Martin Pochtaruk, the president of North American solar manufacturer Heliene, about the findings of the report and what it is going to take to meet ambitious renewable deployment goals. 

Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

The Energy Evolution podcast explores the challenges and changes facing the transition to cleaner energy. One challenge is obtaining the materials necessary for the transition, such as lithium, copper, and rare earth metals. Space mining is a potential solution, with companies investing in research and development to mine asteroids and other celestial bodies for valuable metals and resources like water. The technology for space mining is in its early stages, and there are challenges, such as logistical and ethical considerations. Reporters from the S&P Global Commodity Insights team, Karl Decena, Kip Keen and Eri Silva, also discussed the potential impact of space mining on terrestrial markets and the need for regulatory frameworks for space mining.

Related articles:

Digging Space: Miners to ignite race for outer space ore https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-miners-to-ignite-race-for-outer-space-ore-78269052

Digging Space: Asteroid mining unlikely to overwhelm metal markets https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-asteroid-mining-unlikely-to-overwhelm-metal-markets-79716462

Digging Space: Galactic gold rush begins with fewer rules than the Wild West https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-galactic-gold-rush-begins-with-fewer-rules-than-the-wild-west-79719853

Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

As the dust settles after COP28, with world leaders finally agreeing to shift energy systems away from fossil fuels, scrutiny of the climate impact of energy policy is set to intensify in 2024.

The thorny issue of finance is likely to dominate the climate debate this year, and with economic and geopolitical uncertainty still dominating the headlines, energy markets are in for a bumpy ride.

In this episode of the Platts Future Energy podcast, S&P Global Commodity Insights' experts Anna Mosby, Sara Giordano, Agamoni Ghosh and Eklavya Gupte take a deep dive into some of the key outcomes from COP28 and how they might affect climate policy moving forward.

Further reading: COP28: An in-depth review

In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall dive into the latest trends in the energy transition and their impact on the energy and mining sectors as we kick off 2024. Joining them are correspondents Camilla Naschert and Camellia Moors, who share their insights on the rapidly changing landscape of energy production and consumption.

With the world moving towards more sustainable energy sources, the hosts and correspondents discuss how companies in the energy and mining sectors adapt to these changes. They also explore the challenges and opportunities for these industries as they strive to stay ahead of the curve.

Tune in to Energy Evolution to stay up-to-date on the energy transition and its far-reaching implications.

In this episode of Energy Evolution, reporter Taylor Kuykendall interviews Ken Rabedeau, the Chief Technology Officer for Energy, Transportation and Public Sector at Nokia. Ken discusses Nokia's role today in the energy transition and how communication technology is helping industries such as the electricity, oil, gas, and mining sectors, to build more sustainable and cleaner business practices. Ken also shares insights on the concept of Industry 4.0 and how it empowers critical industries to blend the physical and digital, as well as the role of artificial intelligence in the energy transition. The interview also covers cybersecurity, mining, and Nokia's efforts to reduce emissions.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

There's just over a year to go until the EU introduces its sustainable aviation fuel mandate. S&P Global Commodity Insights' Seb Lewis, associate director for biofeedstocks and biofuels consulting, speaks with Stephen Li, associate director for biofuels research and analysis, and Simone Burgin, associate editor for biofuels pricing. The team discusses the current state of the SAF market and HEFA fuels, developments in advanced biofuels and PtL pathways, feedstocks, and the current state and future paths of SAF pricing. 

Related prices:

Sustainable Aviation Fuel CIF ARA Premium $/mt (AJNWF00) UCO (RED) FOB ARA $/mt (AUCOA00)

Wind turbines are widely recyclable – apart from their large rotor blades. As more wind farms get decommissioned, more blades end up in landfill or get burned, making recycling one of the industry’s biggest PR and sustainability challenges.

Developers also pay increasing attention to emissions in the production of steel for towers.

Two start-ups, Germany’s Voodin Blades and Sweden’s Modvion, say they have found solutions – by making the components entirely out of wood. Energy Evolution correspondent Camilla Naschert discusses this with CEOs Tom Siekmann and Otto Lundman.  

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Scope 2 emissions are indirect greenhouse gas emissions from the consumption of purchased electricity, heat, or steam. In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall bring on guest Marek Zhang, vice president of operations and service delivery at CFEX, to discuss the company's decarbonization platform that helps businesses account for and track Scope 2 emissions. Zhang explains the challenges surrounding Scope 2 emissions, such as limited control, complex accounting and reporting processes, and lack of transparency. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

This episode of Energy Evolution is all about utilities' capital plans and how they are adapting to the current economic climate. The episode features Darren Sweeney, a senior reporter in the S&P Global Commodity Insights newsroom, who attended the Edison Electric Institute Financial Conference in Phoenix and interviewed executives from Duke Energy, Exelon, and NiSource about their plans for the future. The executives discussed how they are navigating the energy transition and working to keep costs down for their customers in this high-cost environment, and also shared insights on potential growth opportunities and newer technologies like hydrogen and small modular reactors. 

Energy Evolution guests this episode are Shawn Anderson, executive vice president and CFO at NiSource in Indiana; Brian Savoy, executive vice president and CFO at North Carolina-based Duke Energy; and Jeanne Jones, the executive vice president and CFO at Chicago-headquartered Exelon. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Waste feedstocks in the form of Used Cooking Oil and Palm Oil Mill Effluent have been hitting headlines in the biofuels sphere – touted as the next generation of energy feedstocks. Feedstock flexibility appears to be a dominant trend over the next few years, and legislations across many countries look set to propel demand of waste-based feedstocks.

In this podcast, Asia’s managing editor Takmila Shahid, markets editor Nurul Darni, together with Head of Asia agriculture and metals news team, Rohan Somwanshi, and biofuels analyst Chua Wei Jun, discuss the rising appeal of UCO and POME as the coveted biodiesel feedstocks, recent market trends, trade flows and legislations that drive demand for these feedstocks.

The growing use of renewable energy and the phasing out of fossil fuels is creating a large flexibility gap that needs to be filled by clean technologies such as energy storage. Long-term storage technologies are critical to solar and wind power, addressing the challenge of intermittency.

While lithium-ion stands as the incumbent, scaling it for extended durations proves costly. Alternative solutions poised to fill this role will need to demonstrate scalable manufacturing and large-scale deployments to meet soaring demand.

In this special miniseries of the Platts Future Energy podcast, metals engagement lead Jesline Tang and energy storage analyst Susan Taylor join metals markets reporter Euan Sadden to discuss the evolving landscape of alternative long-term storage technologies, their impact on the battery sector, and how they compare to existing lithium-ion battery systems.

For more information, visit https://www.spglobal.com/commodityinsights/en

 In this week's episode of Energy Evolution, the hosts discuss a new series of articles out of the S&P Global Commodity Insights' newsroom that examines how some of the largest companies in the world are working to achieve net-zero carbon emissions by 2050 or sooner. Co-hosts Dan Testa and Taylor Kuykendall summarize some of the findings of the team's reporting before interviewing correspondents Camellia Moors and Camilla Naschert about their reporting on net-zero efforts in the European power and global metals and mining sectors. The episode also features an interview with Pedro Martins Barata, associate vice president for carbon markets and private sector decarbonization at the Environmental Defense Fund, on the state of industrial decarbonization. He talks about the different major features of decarbonization plans that companies might have and the role of policy in placing pressure on these industries to decarbonize.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! 

Article 6 of the Paris Agreement is seen as an essential enabler of international emissions trading, providing countries and businesses with a key pathway to meet and accelerate their climate goals.

However, many key decisions and rules around the use of Article 6.2 and Article 6.4 need to be clarified at the COP28 climate summit in Dubai in order to move carbon markets forward.

S&P Global Commodity Insights' experts Dana Agrotti, Vandana Sebastian and Eklavya Gupte explore some of the complexities of Article 6 and its implications for both the compliance and voluntary carbon markets.

Related price assessments: CNHDD00 - Platts Household Devices ANBAA00 - Platts Nature-Based Avoidance CNRED00 - Platts Renewable Energy

Related podcasts: ESG Insider: What to expect from COP28, the UN’s big climate change conference, with president Saugata Saha. Future Energy: Carbon credits seek to regain credibility amid growing scrutiny

Video series: What is the voluntary carbon market?

Further reading: Conversations at COP28 (Vandana Sebastian) UN Article 6.4 body fails to finalize carbon trade text, new meetings planned (Eklavya Gupte) Crunch time for UN carbon body to deliver clarity on Article 6.4 (Eklavya Gupte) COP28 presidency working to drive demand for high-quality carbon credits (Eklavya Gupte) INTERVIEW: COP28 director-general says progress on carbon markets needed to accelerate climate action (Eklavya Gupte)

On this episode of Energy Evolution, we are talking about carbon offset markets and oil and gas retirement credits. What function do these tools serve in the broader decarbonization push, and how exactly are we calculating them anyway? What are the policies needed to make these offsets and credits work appropriately? How useful are these mechanisms in comparison to directly reducing emissions? Listen in to find out! 

Today’s speakers include Brad Handler, Program Manager for the Sustainable Finance Lab at the Colorado School of Mines’ Payne Institute for Public Policy, and Brian Prest, an economist and fellow at nonprofit Resources for the Future. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! 

Wind turbines are essential tools for the transition to cleaner energy systems, but as the buildout progresses, questions around their biodiversity impact on land and offshore are becoming louder.

Many new projects face legal challenges over the protection of birds in particular. 

In Europe, the energy crisis following the war in Ukraine has led policymakers to reduce the compliance burden for new projects on land. Offshore, biodiversity advocates warn that a vast wind buildout risks the extinction of seabirds and sea animals. 

In our 100th episode of Energy Evolution, we hear from Lena Fritsche of wind developer ABO Wind about long delays to new projects due to biodiversity rules, and from Ewout van Galen, director of the North Sea Foundation, which works to protect ecosystems in one of the world’s busiest seas.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! Read the full article on biodiversity considerations for wind power here: 

https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/biodiversity-questions-loom-larger-as-europe-s-wind-fleet-expands-77364736

Energy Evolution and Capitol Crude join forces to co-host today's episode, all about artificial intelligence being deployed in the energy and mining sectors.

This week's guests are some of the journalists from the S&P Global Commodity Insights newsroom who worked together to write an expansive series of articles on the impact of AI. The pieces look at predictions around how much electricity demand AI will generate, the ways AI is improving productivity, resource discovery and trading, and more.

In addition to the co-hosts and regular contributors to Energy Evolution, the podcast features Commodity Insights reporters Jared Anderson and Kip Keen. 

Capitol Crude is available on your platform of choice, including Apple Podcasts: https://podcasts.apple.com/us/podcast/capitol-crude-the-us-energy-policy-podcast/id1165562661

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

A selection of stories from the Power of AI series: 

• Wild predictions of electricity demand from AI put industry on edge https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-wild-predictions-of-electricity-demand-from-ai-put-industry-on-edge-77859037 
• Surging datacenter load has Dominion bracing for AI's added demand https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-surging-datacenter-load-has-dominion-bracing-for-ai-s-added-demand-77792886 
• AI's big promises start to deliver for miners adopting new tech https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-ai-s-big-promises-start-to-deliver-for-miners-adopting-new-tech-77649571 
• Methane satellites proliferate, relying on AI to handle data deluge https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-methane-satellites-proliferate-relying-on-ai-to-handle-data-deluge-77766461 
• While automation steams ahead, commodity traders eye AI cautiously https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-while-automation-steams-ahead-commodity-traders-eye-ai-cautiously-77685642 

Former New York Rangers goaltender Mike Richter has a long list of achievements on the ice, from winning a Stanley Cup to an Olympic silver medal. But in this episode of Energy Evolution, he joins to discuss his post-hockey career and current role as president of Brightcore Energy, which provides energy efficiency retrofits for the commercial sector, including innovative geothermal heating and cooling systems for buildings in dense, urban environments. 

Richter also shares thoughts on lessons from hockey he brings to cleantech, and the impact of climate change on winter sports. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of Energy Evolution, the team talks about gender diversity in the boardrooms of energy companies. Thought gender parity was already in reach? Well, think again. Women hold less than 20% of c-suite leadership positions in utilities in the US and Europe, a data analysis by S&P Global showed. Abbie Bennett and Camilla Naschert, reporters covering the energy transition, discuss some of the key barriers to career progression and ways companies can improve gender diversity. We also hear from Meade Harris, the CEO of women energy leaders network Hawthorn Club, who shares stories from women energy executives and suggestions for men looking to support female colleagues in their careers.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, co-host Dan Testa interviews Will Hazelip, president of National Grid Ventures, U.S. Northeast, about the company's involvement in offshore wind along the U.S. Atlantic Coast, renewable projects in the Midwest, and electric transmission projects in Europe. Hazelip emphasizes the need for offshore wind to meet decarbonization goals in the U.S. Northeast and in Europe, and discusses the challenges faced by offshore wind developers due to macroeconomic factors such as rising interest rates, inflation, and struggling supply chains. The episode also touches on National Grid Ventures' business in subsea electricity interconnectors between Britain and its neighbors, and opportunities for competitive electric transmission lines in the U.S.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this series of podcasts, we explore and compare different battery chemistries against the dominant lithium-ion battery sector.  Sodium-ion batteries have emerged as a strong competitor to lithium-ion batteries, particularly in the energy storage sector. Some have even hailed it as a game-changer in the entry-level or low-cost EV segment, and that it could threaten the long-standing dominance of lithium-ion batteries in the EV sector. In this episode, battery metals experts Euan Sadden, Leah Chen and Henrique Ribeiro explore the technical differences between sodium-ion and lithium-ion batteries, the pros and cons of sodium-ion batteries, and whether it ultimately plays a competitive or complementary role to lithium-ion batteries.

Further reading Lithium price rally opens door for sodium-ion batteries Lithium demand destruction looms as project delays, cost pressures mount

Related price assessments BATHY04 - Lithium Hydroxide DDP China Yuan/mt BATCA04 - Lithium Carbonate DDP China Yuan/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt BATLC04 - Lithium Carbonate CIF North Asia $/mt

On this episode of Energy Evolution, our guests discuss sustainability and reporting standards for nickel mining, an industry key to supporting electric vehicle battery production.

Today’s guests include Alessandra Carreon, a member of the Michigan Public Service Commission; Ro Dhawan, CEO of the International Council on Mining and Metals; and Chris Showalter, CEO of Lifezone Metals.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of Energy Evolution, co-host Taylor Kuykendall interviews Curtis VanWalleghem, CEO of Hydrostor. VanWalleghem talks about his company's compressed air technology and the importance of using long-duration energy storage in the transition to clean energy.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Against the backdrop of Europe’s Carbon Border Adjustment Mechanism and a self-imposed deadline for a US Global Arrangement on Sustainable Steel and Aluminum, American steelmakers are stepping up investments in clean energy and working to ensure efforts to produce lower-emissions steel are recognized on the global stage. So how will policymakers view their initiatives, and will end-users be willing to pay more for material with a reduced-CO2 profile? 

S&P Global Commodity Insights' Christopher Davis, regional pricing director for metals in the Americas, talks with head of Americas metals news Justine Coyne and low-carbon electricity analyst Danylo Babkov about these topics and more.

Related prices: Platts European HR Carbon-Accounted Steel Premium Eur/mt (EHRSA00) Platts Northwest Europe HRC Carbon-Accounted Steel Price Eur/mt (EHRSC00) Platts Ni-Co black mass DDP US $/mt (NBNED00)

Related podcasts: How is Europe’s steel industry rising to the challenge of energy transition Decarbonization efforts in India: how ready is the steel industry? How will the EU's Carbon Border Adjustment Mechanism affect global trade and carbon pricing?

In this episode of Energy Evolution, co-host Taylor Kuykendall interviews Eric Beightel, the executive director of the Federal Permitting Improvement Steering Council. The council was established in 2015 to improve the transparency and predictability of the federal environment review and authorization process for certain critical infrastructure projects. 

Beightel discusses the challenges of permitting reform and the need for more resources, staff, and funding for agencies charged with the permitting process. He also emphasized the importance of early stakeholder engagement and community outreach to reduce the risk of litigation and improve the efficiency of the permitting process. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Voluntary carbon markets are facing a critical moment in their short history. Questions about the integrity and effectiveness of many carbon projects have led to a sharp fall in prices and liquidity. However, a series of quality and transparency initiatives are being adopted to restore confidence in offsets.

S&P Global Commodity Insights' experts Eklavya Gupte, Dana Agrotti and Silvia Favasuli discuss the road to recovery for the VCM as it seeks to rebuild credibility and trust.

Related price assessments:

1. Platts Household Devices Current Year CNHDD00
2. Platts Nature-based Avoidance Current Year ANBAA00
3. Platts Natural Carbon Capture Current Year ANCCA00

Hear more on the latest developments in the carbon markets by attending the Global Carbon Markets Conference taking place on November 6-9, 2023 in Paris.

And you can watch our latest videos explaining what determines the price of a carbon credit and the pricing structure in the VCM.

As it gets harder for bitcoin miners to access power, some say mining is a balancing opportunity for the grid. We speak to mining startup founder Andrew Webber about his vision for data centers in grid flexibility and look ahead at the scaling of AI computing. Could data centers using AI algorithms become flexibility assets, and if so, which use cases could be suitable? On that, we hear from S&P Global tech analyst Jonathan Schroth and professor Ben Lee of the University of Pennsylvania.

The hefty premiums paid by BP and TotalEnergies in Germany’s latest offshore wind auction reflect the value these companies place on diversification – but do the economics stack up? Competition for offshore concessions has been fierce, but the sector is also under extreme cost pressure from stressed supply chains and rising inflation. S&P Global Commodity Insights’ news editors Henry Edwardes-Evans, Andreas Franke and Alex Blackburne discuss these issues with S&P Global analyst director colleague Coralie Laurencin.

Explore our interactive Renewable Energy Price calculator

Related price assessment: WDETF00 - German Offshore Wind Renewable Capture Price

Related stories: Germany sells four offshore wind concessions for $14 bil to BP, TotalEnergies Germany awards 1.8 GW offshore wind concessions for Eur784 million Offshore wind industry weighs consequences of 'seismic' German auction

In this episode of Energy Evolution, guest Jahi Wise, senior adviser to the administrator and acting director of the Greenhouse Gas Reduction Fund at the EPA, joins us to talk about a $27 billion grant program under the Inflation Reduction Act and efforts to use the funding to support the National Clean Investment Fund and efficiency improvements across the country, especially in disadvantaged communities. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of Energy Evolution, guest Tom Schneberger, CEO of USA Rare Earth, joins us to talk about rare earths supply chains and the production of rare earth magnets key to energy transition technologies like electric vehicles and wind turbines.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

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Renewable Natural Gas – also known as RNG or biomethane — has gained attention in recent years as a lower-carbon replacement for conventional fossil natural gas. Rising demand for RNG has helped push prices for the associated environmental attributes up to anywhere from five to forty times the price of physical natural gas. As the market has grown, so has the need for transparent pricing. In response, S&P Global Commodity Insights launched first-of-kind pricing for landfill gas RNG for the California and outside-of-California markets in May. 

What supports those premiums for RNG and how does S&P Global see demand for this low-carbon gas alternative developing in the future? Kelsey Hallahan, team lead for low carbon commodities, discusses with low carbon pricing analyst Hope Raymond, senior biofuels analyst Jamie Dorner, and senior director for the S&P Global Hydrogen and Renewable Gas Forum Alex Klaessig.

Inflation Reduction Act: A Pragmatist's Guide

Prices in this episode: North America Renewable Natural Gas Premium (California) - AEWAA00 EU Biomass Guarantees of Origin (GO) Current Yr Eur/MWh -- EBGY200  Low Carbon Fuel Standard Carbon Credits Front Quarter -- AAXYA00 

On this episode of Energy Evolution, our guests discuss the recent boom in jobs and manufacturing in the renewable energy sector in the United States. The one-year-old Inflation Reduction Act drives much of this growth, which is leading to significant cost savings projected for wind and solar developers using U.S.-made components.

Today's guests include Matthew Rand, managing director, research and analytics, at Link Logistics, and Ben Beachy, manufacturing and industrial policy vice president, at the BlueGreen Alliance, a coalition of labor and environmental organizations.

CORRECTION: A previous version of these notes misidentified Matthew Rand's current job title. The episode misidentifies Rand's title at the time of the interview. Matthew Rand is the managing director, research and analytics, at Link Logistics. The episode also mentions that Link "estimates that renewable energy companies currently drive 5-10% of its leasing volumes." This figure represents specific markets rather than the company's national portfolio, in which Rand said it represents "2.3% to 3% of leasing activity."

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

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In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, we discuss decarbonizing New Belgium's beer brewing operations. In addition to speaking with Andy Collins, the utilities and carbon neutral engineer at New Belgium, podcast host Taylor Kuykendall interviews Addison Stark, the CEO of AtmosZero. Backed by the U.S. Department of Energy, AtmosZero recently introduced a carbon-neutral electrified boiler that decarbonizes process steam used in various industrial applications across multiple industries.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

India has an ambitious target to double the steel production capacity by 2030 from current levels. While the steel industry gears up for this expansion, concerns of higher carbon emissions loom large amid India lacking a distinct roadmap for decarbonization and its carbon neutrality target set as far ahead as 2070. At the same time, Europe is gearing up to implement the Carbon Border Adjustment Mechanism (CBAM), which is expected to affect the sources and prices of steel imports.

How is Indian steel industry going to be impacted by CBAM and how is India faring in its decarbonization journey? S&P Global Commodity Insights Senior Editor covering the Asia ferrous metals market, Rituparna Nath spoke with Rohan Somwanshi, Managing Editor for Asia Metals News, Agamoni Ghosh, Managing Editor of the Global Compliance Carbon markets and Paul Bartholomew, Senior Metals Analyst to discuss.

Related content: How is Europe’s steel industry rising to the challenge of energy transition

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Artificial intelligence has captured the interest of the world in recent months, particularly as advances in generative AI continue to push the envelope. In this episode of the Energy Evolution podcast, Hussein Shel, director, chief technologist for energy and utilities at Amazon Web Services, discusses the $100 million Generative AI Innovation Center launched by AWS. The program aims to help enterprises develop and experiment with generative AI. Energy Evolution co-host Taylor Kuykendall asked Shel about using artificial intelligence to optimize energy production.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

In this Energy Evolution episode, we talk about how renewable energy resources played a critical role in supporting Texas' electricity grid during a recent heat wave. Our guests discuss the importance of a mix of renewable energy sources, battery storage, and reforms that will support developers and make it easier to develop renewable energy projects. Our hosts are joined by Katya Ghosh, a business strategist at Kayrros, who used satellite imagery to forecast and monitor the progress of solar capacity additions in Texas. They also talk to Michael Lee, the CEO of Octopus Energy, and Devrim Celal, the CEO of KrakenFlex, about the importance of demand response programs, which incentivize customers to reduce their energy consumption during periods of high demand and high energy prices.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

In this episode of Energy Evolution, we discuss where we will find the metals and minerals necessary for the energy transition. Our guest is Kwasi Ampofo, head of metals and mining at Bloomberg NEF and the lead author of the company's recent Energy Transition Metal Production Scores report. 

The report ranks the readiness of global economies to boost the production of minerals such as as lithium, copper, graphite and more. Kwasi explains the report ranks the readiness of 10 countries to boost critical mineral supply based on factors such as sector strategy, political stability, talent, and environmental and social frameworks.

BNEF placed Australia, Canada and China on the top of this year’s ranking.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

The European steel industry is at the forefront of developing a market for lower CO2 emission steel. New production processes are being implemented, new products are being offered, but the green steel market is lacking standardization at the same time. Standardization of carbon-accounted products is one of many items on the European Commission’s energy transition to-do list. The next action item is going to be the Carbon Border Adjustment Mechanism (CBAM), which is expected to affect the sources and prices of steel imports.

What do we know about the CBAM and how is Europe’s steel industry navigating the uncharted waters of green steel trading? S&P Global Commodity Insights Managing Editor Ferrous Metals EMEA Laura Varriale spoke with Senior Editor Flat Steel Europe Maria Tanatar and Head of Future Energy Outlooks Roman Kramarchuk.

Related content: EU Carbon Border Adjustment Mechanism to raise $80B per year by 2040 Europe's decarbonization focus sets region's steel sector in motion

Related price symbols: EHRSA00 - Platts European HRC Carbon-Accounted Steel Premium Eur/mt EHRSC00 - Platts Northwest Europe HRC Carbon-Accounted Steel Price Eur/mt

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Residential rooftop solar is booming in popularity as policy incentives, driven by decarbonization goals, encourage homeowners to install panels of their own. But for those who rent their home or live in multifamily dwellings like apartment buildings, installing solar panels and accessing their financial benefits may be more complicated. In this episode, Mel Bergsneider, executive account manager at Allume Energy, and Jan Osenberg, policy adviser at SolarPower Europe, join Energy Evolution to talk about some of the challenges and solutions to expanding solar access in rentals and apartment buildings in the US, Europe, and elsewhere.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

The PJM Interconnection, the nation's largest electricity grid operator, is working to alleviate a logjam of renewable projects waiting to be connected to its system, while also warning in a recent analysis that thermal generation retirements could outpace these new intermittent resource replacements. Darren Sweeney, a senior reporter at S&P Global Commodity Insights, joined Energy Evolution for this episode to share interviews with James Wilson, an economist who has critiqued PJM's energy transition analysis, along with Sierra Club senior attorney Casey Roberts and Todd Snitchler, president and CEO of the Electric Power Supply Association. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Amid global efforts to decarbonize, US President Joe Biden's administration has set an ambitious goal to have 50% of all new vehicle sales in the US be electric by the end of this decade. However, making this shift will be heavily reliant on securing supply of battery metals. As countries around the globe are racing to electrify, Latin America, with its rich mineral reserves, is set to play a critical role.

In the second episode of this special two-part series, S&P Global news and analytics experts Jared Anderson, Justine Coyne, Adriana Carvalho and Jay Hwang discuss Latin America and the role it can play in the US reaching its decarbonization goals.

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts:  https://www.surveylegend.com/s/4xyz

For major companies with large vehicle fleets, a core tenet of decarbonization efforts can be found in fleet electrification. A host of large corporations including Amazon, UPS, and Walmart have all made EV fleet commitments or signed agreements to purchase electric delivery vehicles. Patrick Sullivan, co-founder and CEO of EV Realty, a California-based company focused on accelerating the adoption of commercial EV fleets and building out their charging infrastructure, joined Energy Evolution to talk about fleet electrification and the challenges of constructing a charging network to support it.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

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To read more about the California Public Utilities Commission report on distribution grid constraints and utility upgrade costs through 2035, click: https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M508/K423/508423247.PDF

To read the California Energy Commission’s assessment of EV charging infrastructure requirements in the state, click: https://www.energy.ca.gov/data-reports/reports/electric-vehicle-charging-infrastructure-assessment-ab-2127

Amid global efforts to decarbonize, US President Joe Biden’s administration has set an ambitious goal to have 50% of all new vehicle sales in the US be electric by the end of this decade. However, making this shift will be heavily reliant on securing supply of battery metals. As countries around the globe are racing to electrify, Latin America, with its rich mineral reserves, is set to play a critical role.

In the first episode of this special two-part series, S&P Global news and analytics experts Jared Anderson, Justine Coyne, Adriana Carvalho and Jay Hwang discuss the state of lithium and battery metals supply and pricing, power pricing impacts, and the outlook for the US reaching its goals. 

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

In this episode of Energy Evolution, co-host Taylor Kuykendall talks with Alfred Johnson, co-founder and CEO of Crux, about funding energy transition projects. Johnson, the former deputy chief of staff to U.S. Treasury Secretary Janet Yellen, discusses the Inflation Reduction Act, which makes tax credits available to companies producing clean power and materials, and how Crux provides an ecosystem for developers, tax credit buyers, and financial institutions to manage and transact these transferable tax credits.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

This episode of Energy Evolution by S&P Global Commodity Insights discusses the mining sector's importance in the worldwide shift to greener energy. The materials that make up energy transition technologies are often mined materials and the demand for minerals is expected to increase by as much as six times what our use is today by 2040. The podcast features interviews with Tony Sage, executive chairman of Critical Metals Corp.; Rebecca Campbell, who leads the Global Mining and Metals team at international law firm White & Case; and David Kanagy, executive director and CEO of the Society for Mining, Metallurgy and Exploration. 

Our guests discuss the potential for bottlenecks in the supply chain for clean energy due to permitting, China's claim to much of the minerals and processing of minerals used for clean energy and what some believe are outdated regulations in the industry. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Vast has developed concentrated solar power that can capture, store and deliver dispatchable solar power and heat on a 24/7 basis. It recently proved its technology with a grid-connected project in Australia. Vast CEO Craig Wood joins Energy Evolution to talk about the revival of concentrated solar power technology and the role it can play in the energy transition. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Renewables enjoy unprecedented momentum, but the makers of wind turbines have suffered major losses due to supply chain disruption and high commodity prices in recent years.

A voracious race for ever-larger turbines may have also played a role, argues Hans Martin Smith, chief financial officer of the world's largest turbine maker Vestas Wind Systems, in an interview with energy correspondent Camilla Naschert.

Sector expert Andrei Utkin of Commodity Insights puts the sector's headwinds and opportunities into perspective.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Global commodities trader Trafigura released a report in May showing that shipping is responsible for around 3% of the world's greenhouse gas emissions. The report also found a lot of opportunities to reduce those emissions while increasing economic opportunities for countries that step up to supply low-emission fuels to the industry. In this bonus episode, in addition to our typical weekly programming, Energy Evolution speaks with Margaux Moore, head of Trafigura’s energy transition research group, and Rasmus Bach Nielsen, the company’s head of fuel decarbonization. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Large energy buyers, including governments and corporations, are embracing a concept known as hourly matching, or 24/7 carbon-free energy. In this episode, Energy Evolution is joined by Nate Hausman, clean energy markets manager for World Resources Institute, for an update on the concept and challenges ahead.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

As electric vehicle manufacturers prepare for a demand surge, many are looking to novel battery chemistries that cut back on materials that may be costly, difficult to access, or that come with labor and environmental concerns. Energy Evolution correspondent Camellia Moors spoke with Reed Blakemore, deputy director with the Atlantic Council Global Energy Center, and Mujeeb Ijaz, CEO at battery developer Our Next Energy, about today’s battery landscape and the market for battery chemistry innovation.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

To read the Battery Next series from S&P Global Commodity Insights’ metals and mining team, click the following:

Metal supply concerns push EV makers to new battery chemistries: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-metal-supply-concerns-push-ev-makers-to-new-battery-chemistries-75884340

EV makers use Model T playbook due to metal supply fears: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-ev-makers-use-model-t-playbook-due-to-metal-supply-fears-75880328

Emerging chemistries create trade-offs in cost, performance: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-emerging-chemistries-create-trade-offs-in-cost-performance-75866899

EVs to use silicon, solid state for next-generation batteries: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-evs-to-use-silicon-solid-state-for-next-generation-batteries-75864189 

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

As U.S. utilities and power providers explore numerous new technologies in their pursuit of a cleaner energy future, industry experts believe it is important not to lose sight of the evolution of an existing carbon-free resource. Darren Sweeney, a senior reporter at S&P Global Commodity Insights, joined Energy Evolution for this episode to share interviews about nuclear energy with Xcel Energy Chairman, President and CEO Bob Frenzel and John Kotek, a Senior Vice President of Policy Development and Public Affairs at the Nuclear Energy Institute.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

This episode takes you into the German Solar Valley, which was once the world’s largest production hub but was abandoned in the 2010s as China became solar powerhouse Number One. Now, companies like Meyer Burger Technology are ramping up the old factories, gunning for a revival of European production. But, CEO Gunter Erfurt tells the podcast, panels have evolved from commodity to geopolitical poker chip, and Europe risks losing the game without injecting more money into the sector. Thanks to the Inflation Reduction Act, solar expert Edurne Zoco of S&P Global Commodity Insights also sees more incentives for U.S. factories than European ones. Still, ESG considerations and shorter supply routes could increasingly make the case for home-grown products, too. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Power Purchase Agreements (PPAs) were born out of Europe's desire to wean itself off renewable energy subsidies.  PPAs are now becoming more common across the region as more companies use them as a key risk hedging and decarbonisation tool.  From a very niche industry, PPAs are becoming mainstream, with companies now having entire PPA departments, which would have been unthinkable a few years ago. Henry Edwardes-Evans, Head of Gas and Power News, discusses the fundamentals and potential of the European PPA market with Kira Savcenko, Senior Power Editor, and Diego Ortíz, Principal Research Analyst in the Gas, Power and Climate Solutions team.

Related analysis by speaker Diego Ortíz: European PPA market continues to grow in the first quarter of 2023

Related interview with Pexapark: European PPA market could see record deals in 2023

Price assessments: Platts-Pexapark Germany Solar 10 Year Pay-as-Produced PPA Index Platts-Pexapark Germany Onshore Wind 10 Year Pay-as-Produced PPA Index Platts-Pexapark Spain Solar 10 Year Pay-as-Produced PPA Index Platts-Pexapark Spain Onshore Wind 10 Year Pay-as-Produced PPA Index

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

This Energy Evolution episode features three guests from across the electric vehicle supply chain.

Our first guest is David Slutzky, the founder and CEO of Fermata Energy. The company hopes to accelerate the adoption of electric vehicles and the transition to renewable energy. Fermata's bidirectional charging technology enables customers to earn revenue from their electric vehicles while combatting climate change and supporting grid resilience. 

Our second guest is Kulr Technology Group CEO Michael Mo. Kulr is also accelerating a transition to broader electrification. The company's technology ensures that batteries stay cool and safe. 

We also chat with Volt Lithium President and CEO Alex Wylie about his company's efforts to extract lithium from oilfield brines in Canada. The company recently announced a resource report indicating 4.3 million tonnes of lithium resources at its Rainbow Lake project.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

With investors, importers, and the public paying more attention to greenhouse gas emissions from fossil fuel production, US natural gas producers have increasingly turned to third-party certifiers to attest that they are responsible operators. Wyoming gas producer PureWest Energy has been on the forefront of the emerging certified gas market, having certified 100% of its production through Project Canary and as a founding member of the Differentiated Gas Coordinating Council.  

PureWest CEO Chris Valdez joins S&P Global Commodity Insights’ Kelsey Hallahan to share his insights on the development of a certified gas market and the state of emissions transparency in the US gas industry. Afterward, SPGCI senior emissions analyst Emmanuel Corral and low carbon pricing analyst Hope Raymond share some key highlights from a new report on this emerging market.

Learn more about the market origins of certified gas, the current state of affairs, and where it could go from here with SPGCI’s Producer Certified Gas Special Report.

Subscribe to Platts Dimensions Pro

Last year, Duke Energy and Amazon Web Services announced they would be collaborating to build out cloud technologies to support Duke's Intelligent Grid Services. The technology is aimed at helping the utility anticipate energy demand and identify where and how it should update its power grid.

The use of the cloud opens up a wealth of opportunities for data collection and analysis and is essential to Duke's efforts to transform the grid. For this episode, Energy Evolution spoke with Sarah Cooper, the general manager of AWS industry products, and Bonnie Titone, the senior vice president and CIO of Duke Energy, one of the nation's largest energy holding companies, serving 8.2 million customers in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky. Duke has targeted a 50% carbon reduction from its electric generation by 2030 and net-zero carbon emissions by 2050.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Transitioning the world to cleaner forms of energy will require a significant infrastructure transformation.

World Bank released a new framework on April 20 for overcoming the challenges created, particularly in developing countries, as renewable energy scales up and fossil fuel generation is phased down.

For this episode, Energy Evolution spoke with Demetrios Papathanasiou, the organization's global director for energy and extractives.

View the full report here: https://www.worldbank.org/en/topic/energy/publication/scaling-up-to-phase-down 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Some members of the steel industry, which is known for being carbon-intensive, are looking toward cleaner primary steel production pathways to cut down on carbon emissions. One avenue is the production of “green steel,” which uses hydrogen instead of fossil fuels in the iron ore smelting process.

Energy Evolution correspondents Camellia Moors and Camilla Naschert spoke with Chathu Gamage, a manager in the Climate-Aligned Industries Program at RMI, and Kajsa Ryttberg-Wallgren, head of hydrogen at H2 Green Steel, about the green steel production process and how views about the product are changing in response to the energy transition.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Energy Evolution co-host Taylor Kuykendall shares one last interview from this year's CERAWeek by S&P Global conference. Sunny Elebua, the senior vice president and chief strategy and sustainability officer at Exelon Corp., joined the show to talk about some of the problems and solutions associated with the rapid rise of electric vehicles.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Battery production offcuts and end-of-life batteries are collected, dismantled and shredded to produce black mass from which critical materials such as lithium, nickel, cobalt and manganese can be extracted. The recycling of black mass has become increasingly important as a supplement to virgin material supply and to reduce the carbon footprint of the battery supply chain. Platts, part of S&P Commodity Insights, has launched the publication of daily black mass assessments, which will provide greater transparency and understanding of how the market actually operates, especially as there is currently a lack of standardisation and comprehensive coverage in the black mass market. This episode of the Platts Future Energy podcast aims to explore the challenges and opportunities facing the market, unpack these new price assessments, and answer the question of whether black mass has the potential to address the looming supply deficits.

Click here to learn more about Platts nine new daily black mass spot price assessments for China and Europe.

Sunnova Energy President and CEO John Berger joined the podcast from the CERAWeek by S&P Global conference to discuss solar energy deployment in the U.S. Sunnova Energy is an American residential and commercial solar energy company based in Houston, Texas. Also joining from the sidelines of the energy conference is former U.S. Department of Energy Secretary Ernest Moniz. Moniz, the founder of the think tank Energy Futures Initiative, discussed how current geopolitical events might impact the clean energy transition. 

In a time of geopolitical strife, economic uncertainty, and energy transition, nuclear power is edging more and more into the spotlight. Countries are looking to decarbonize, boost their energy security and adjust to shifting trade flows. 

In the second episode of this special two-part series, S&P Global nuclear news and analytics experts Bill Freebairn, Morris Greenberg, Dr. Jone-Lin Wang, and Mason Lester discuss new developments in infrastructure and markets as fleets age out and more countries expand their use of nuclear power.

Register for the Platts Global Power Markets Conference here

During CERAWeek by S&P Global in Houston, Energy Evolution co-host Taylor Kuykendall spoke with Raphael Declercq, the CEO of PowerFlex. Declercq's company is a solar-powered electric vehicle microgrid developer. Kuykendall also spent a few moments with Mark Danzenbaker, the CEO of GridPoint. GridPoint is an energy management platform for commercial buildings. The company's technology is already in more than 17,000 commercial buildings across the U.S.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In a time of geopolitical strife, economic uncertainty, and energy transition, nuclear power is edging more and more into the spotlight. Countries are looking to decarbonize, boost their energy security and adjust to shifting trade flows, with nuclear power seen by some as a way to advance on all these fronts. Policymakers are dangling attractive incentives in many countries for the energy source.

In the first episode of this special two-part series, S&P Global nuclear news and analytics experts Bill Freebairn, Morris Greenberg, Dr. Jone-Lin Wang, and Mason Lester discuss the global state of nuclear infrastructure and markets in 2023 and beyond. Tune in next week for part two of the discussion, focusing on future outlooks.

Register for the Platts Global Power Markets Conference here

Plug Power is a company providing hydrogen fuel cell systems to power electric motors in place of conventional batteries. Energy Evolution co-host Taylor Kuykendall spoke with Plug Power General Manager of Energy Solutions and Chief Strategy Officer Sanjay Shrestha during the CERAWeek by S&P Global conference in Houston in early March. Tune in to their conversation about challenges in the hydrogen space, building out hydrogen supply chains, and the policy environment for green hydrogen projects. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

8 Rivers is a company providing net-zero solutions across a wide range of sectors, including the oil industry, the renewable sector and so-called hard-to-abate sectors such as cement and steel makers.

Energy Evolution co-host Taylor Kuykendall spoke with 8 Rivers President and Chief Development Officer Damian Beauchamp at the company's booth during the CERAWeek by S&P Global conference in Houston in early March.  

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! 

An influx of public funding for energy transition technologies via the U.S. Inflation Reduction Act is keeping the U.S. Department of Energy quite busy. 

S&P Global Commodity Insights' Energy Evolution caught up with Jigar Shah, director of the DOE's loan programs office. In this exclusive interview, Shah talks about the large-scale, all-of-the-above energy infrastructure projects his office is funding in the United States.  

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! 

Pressure to improve metals supply chain transparency is growing, spurred by legislation as well as requirements set by end users like electric vehicle battery makers as they sign supply agreements with miners. At the same time, commodity producers are looking for ways to lure a new investor base to the industry. Supply chain participants are now turning to blockchain to help solve both problems.

Energy Evolution correspondent Camellia Moors spoke with the leaders of two companies at the intersection of blockchain-based technologies and commodities markets. This episode features interviews with Doug Johnson-Poensgen, founder and CEO of Circulor, which develops blockchain track and trace systems for industrial supply chains, as well as Duane Parnham, CEO of Madison Metals, a uranium mining and exploration company offering a uranium-backed NFT.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! 

Li-Metal Corp. is a company working with lithium metal and anode technology to be used in next-generation lithium batteries. 

The company's newly appointed president, Kunal Phalpher, said it is an exciting time to be involved in lithium. The development of battery technologies is moving along faster than he anticipated. As vehicle makers increasingly embrace electric vehicles, a race for differentiating technology could produce interesting new types of batteries that pave the way for new consumer products and services such as electric aviation, Phalpher said in an interview with S&P Global Commodity Insights. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Russia's invasion of Ukraine sapped its dominance as an energy and battery metals superpower, putting the energy transition at risk as countries scramble to source key resources elsewhere. While traders are still moving Russia's gas, nickel, and aluminum around the globe, prices for energy and key metals have jumped, wreaking havoc on the energy and mining industries in Europe and raising questions about global dependence on Russia for crucial supplies. On this episode, Energy Evolution shares some insights from experts we talked to on a recent live webinar hosted by S&P Global. Our guests on the webinar were Melanie Kenderdine, principal at Energy Future Initiative; Morgan Bazillian, director of the Payne Institute and professor of public policy at the Colorado School of Mines; Ben Cahill, senior fellow with the energy security and climate change program at the Center for Strategic & International Studies; and Georg Zachmann, senior fellow at Bruegel, a think tank focused on economic and policy issues. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Check out the full webinar mentioned today here: https://pages.marketintelligence.spglobal.com/Russia-war-and-the-energy-transition-Registration-February-2023.html 

The European Union’s implementation of a Carbon Border Adjustment Mechanism (CBAM) to support its industry’s efforts to decarbonize and prevent carbon leakage is likely to have far-reaching effects on global trade and the wider energy transition. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Evans and Paula VanLaningham take a deep dive on CBAM, examining its potential impact on a range of industries, political alliances and its influence on carbon pricing and regulation.

NOTE: ‘CBAM CO2 emissions data referenced in this podcast relate to emissions modelling totals between 2026-2040’.

Click here to access prices, news and analytics relating to carbon markets on Platts Dimensions Pro

The U.S. Inflation Reduction Act is expected to unleash a wave of investment in renewable energy infrastructure. However, it also heavily favored investments at home, causing some concern among trading partners, including the European Union. Now, the EU is increasing its own efforts to promote the development of renewable energy. 

S&P Global Commodity Insights reporters Molly Christian and Alex Blackburne join the show to discuss the differences in approaches between the U.S. and EU. The show also welcomes guests Michael Cerasoli, a portfolio manager of energy infrastructure strategies at Eagle Global Advisors, and Melanie Brusseler, a senior researcher at climate think tank E3G.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Electric vehicle demand is on an upward trend, generating excitement among some investors about the prospects of electric vehicle manufacturers and the miners supplying the materials needed for their batteries.

What retail investors lack, however, is direct exposure to minerals prices to avoid risks associated with investing in manufacturers and miners that may be untested or located in geopolitically hazardous areas, EMG Advisors CEO Will McDonough told metals and mining reporter and Energy Evolution correspondent Camellia Moors.

McDonough joins Energy Evolution to talk about investment opportunities in energy transition metals, EMG Advisors’ new metals-focused exchange traded fund, and the electric vehicle battery chemistries that will define the future of the energy transition. Please note that in this episode, which was recorded before a company name change, EMG Advisors is referred to as "Charged Funds."

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In December, the U.S. Department of Energy announced that researchers at the Lawrence Livermore National Laboratory achieved nuclear fusion ignition, a major scientific breakthrough and a potentially big step for clean energy. 

Joining us to discuss the scientific, commercial and climate implications of this breakthrough are Tammy Ma, a plasma physicist at the Livermore National Lab, and Andrew Holland, CEO of the Fusion Industry Association. 

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Join S&P Global experts from our Commodity Insights and Mobility divisions as they delve into the potential roadblocks facing the electric vehicle market in 2023. From fluctuating lithium prices to the phasing out of government subsidies, learn how these factors may impact EV sales and the battery metals market. Stay ahead of the curve as we navigate the challenges and opportunities of the ever-evolving EV industry.

Related price assessments: BATLC04 - Lithium Carbonate CIF North Asia $/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt

The world is clamoring for more nickel to feed the energy transition, particularly for use in electric vehicle batteries. Lifezone Metals aims to not only fill the need for nickel but also to differentiate itself by creating a much less carbon-intensive product.

Lifezone CEO Chris Showalter joins Energy Evolution to talk about the prospects for global nickel markets and what his company is doing to clean up nickel's environmental footprint.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode, Energy Evolution hosts chat about the year ahead with S&P Global Market Intelligence's Steve Piper, the director of energy research, and Mark Ferguson, director of research for metals and mining.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The world is increasingly in need of more lithium and other battery metals to meet the growing demand for electric vehicles, but there are doubts that mining can scale up quickly enough. Li-Cycle President, CEO and co-founder Ajay Kochhar joins the podcast to talk about recycling batteries to recover valuable materials inside.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Green ammonia is a leading contender as a hydrogen carrier for the energy transition, providing a ready end market and a means of transporting the product over long distances. S&P Global Commodity Insights energy transition reporter James Burgess talks to hydrogen analyst Matthew Hodgkinson and pricing managing editor Mario Perez to explore ammonia’s energy transition potential and the latest green hydrogen developments in Europe.

Renewable power-derived ammonia: GADAL04 - EC Canada Renewable derived Ammonia Dlvd into Northwest Europe

GADAF04 - Middle East Renewable derived Ammonia Dlvd into Northwest Europe

GADAJ04 - US Gulf Coast Renewable derived Ammonia Dlvd into Northwest Europe

Carbon-neutral H2: HYNWA00 - Carbon Neutral Hydrogen Ex Works North West Europe

HYMEA00 - Carbon Neutral Hydrogen Ex Works Middle East

HYAUC00 - Carbon Neutral Hydrogen Ex Works Australia

HYUSA00 - Carbon Neutral Hydrogen Ex Works US Gulf Coast

In this episode, S&P Global Commodity Insights reporter Karin Rives joins to share her interview with ZeroSix CEO Martijn Dekker. ZeroSix is a Houston-based venture focused on closing oil and gas wells and creating carbon offset credits for associated emissions that are avoided.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Despite serving multiple purposes in the energy transition, batteries have their own footprint, and downstream players want to have that addressed. With automakers on the driving seat, ESG requirements over the battery supply chains have been spreading out, despite the lack of standardized guidelines.

In this episode of the Platts Future Energy podcast, metals editors Henrique Ribeiro and Leah Chen discuss the main ESG challenges faced by the battery industry and what steps are being taken to mitigate the risks. 

Related price assessments:

BATLC04 - Lithium Carbonate CIF North Asia $/mt

BATCA04 - Lithium Carbonate DDP China Yuan/mt

BATLH04 - Lithium Hydroxide CIF North Asia $/mt

BATHY04 - Lithium Hydroxide DDP China Yuan/mt

BATSP03 - Lithium Spodumene 6% FOB Australia $/mt Wkly

BATCO04 - Cobalt Sulfate 20.5% CIF North Asia $/mt

BATCS04 - Cobalt Sulfate min 20.5% DDP China

BATCH04 - Cobalt Hydroxide CIF China $/lb

BATNS04 - Nickel Sulfate DDP China Yuan/mt

BATMS00 - Manganese Sulfate DDP China Yuan/mt

Europe’s energy economy changed almost overnight when Russia invaded Ukraine, cutting off access to a massive source of cheap, abundant natural gas. Now the EU is scrambling to secure new fuel sources and shield residents from soaring energy costs. Is this the new normal?

In this episode, S&P Global Commodity Insights reporters Alex Blackburne and Camilla Naschert discuss these developments as part of their four-part series on the European energy crisis.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

New York's climate goals are among the most aggressive in the U.S., creating a vast need for equipment and materials to supply the clean energy transition. Can the state's manufacturing sector meet the moment?

Joining us for this episode are John Williams of the New York State Energy Research and Development Authority, Clint Wilder of Clean Edge, Whitney Skeans of National Grid, Marnie LaVigne of Launch New York, and John Cerveny of the New York Battery and Energy Storage Technology Consortium.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Gulf countries attending the ADIPEC conference in October made it clear that oil and gas will be needed for decades to come, and the region has the least carbon-intensive barrels to fuel a global economy seeking to lower its emissions. How does this play against the United Nations’ assertion that new hydrocarbon investments are incompatible with credible net-zero targets?

S&P Global Commodity Insights news editors Dania El Saadi and Henry Edwardes-Evans compare notes.

Click here to explore Platts Dimensions Pro

Click here to interact with our Hydrogen Price Wall

Climate change and the global energy crisis are making nuclear power attractive again to countries and utilities that were once eager to reduce or eliminate reactors. But whether the uranium mining sector sees sufficient price signals to expand production remains to be seen. And many cost and execution issues facing new nuclear construction are not resolved. 

In this episode, S&P Global Commodity Insights reporters Abbie Bennett, Camellia Moors and Kip Keen discuss these developments as part of their 3-part series on nuclear power. 

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Plug Power, one of the leading green hydrogen companies in the US, has put a lot of investment and attention in the European green hydrogen market over the years. But its attention is now expected to shift back to the US side of its business following the passage of the Inflation Reduction Act and its generous hydrogen tax credits. There’s broad consensus that the IRA makes US green hydrogen far more competitive than before, but can it now outcompete EU hydrogen?

Plug Power CEO Andy Marsh joins S&P Global Commodity Insights reporter Brandon Mulder to share his insights on the IRA and what it means for the US market. Then SPGCI hydrogen analyst Brian Murphy and pricing reporter Santiago Canel share their thoughts about the US’s green hydrogen export potential.

Learn more about regional differences in hydrogen prices around the world with SPGCI's Hydrogen Price Wall, and analysis of global hydrogen news and developments with the quarterly Hydrogen Market Monitor on Platts Dimensions Pro.

With geopolitical and economic pressures altering the context dramatically since the last meeting in Glasgow, S&P Global Commodity Insights tackles the most pressing questions ahead of this global climate gathering. Vandana Sebastian speaks to Roman Kramarchuk and Dan Klein on what to expect at COP27, whether countries can reach a consensus on climate goals, the significance of decarbonization in a world of evolving energy priorities, and the relevance of COP27 amid the global energy crisis.

The Inflation Reduction Act contains many provisions aimed at accelerating the development of clean power. In this episode we talk about one, in particular: the new law’s so-called direct pay provision, which is expected to help municipal utilities, electric cooperatives and other public, tax exempt utilities to tap federal clean energy incentives.

To talk about it, we're joined by Nick Chaset, CEO of East Bay Community Energy, a community choice aggregator in California.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Australia has accelerated its climate ambitions with a new commitment to cut emissions by 43% by 2030, which translates into having about 82% renewable power in its energy mix. Alongside that, the 2019 National Hydrogen Strategy aims to position the country as a top global exporter of the energy carrier. Demonstrations, pilot projects and hubs are being developed around the country, such as the first international pilot to export hydrogen.

In this episode of the Platts Future Energy podcast, Ruchira Singh discusses the contours of the Australian government’s climate policy measures, and the considerations around hydrogen for the nation’s decarbonization journey with Mendo Kundevski, Ankit Sachan and Anton Ferkov.

Related price assessments:

• Hydrogen Western Australia SMR with CCS (inc. CAPEX) A$/kg (HYAAZ00)
• Hydrogen Western Australia Alkaline Electrolysis $/kg (HYAES00)
• Hydrogen Queensland PEM Electrolysis (inc. CAPEX) $/kg (HYABR00)
• Hydrogen South Australia PEM Electrolysis A$/kg (HYABW00)
• Japan Hydrogen Alkaline Electrolysis (incl CAPEX) $/Kg (IGYFU00)

The energy transition will require a huge influx of new workers with new skills. Where those workers will come from, and how they will be trained, are questions that big energy companies and policymakers in Europe and in North America are wrestling with as the shift to renewable energy sources gathers steam.

Joining us to discuss these challenges in this episode are: S&P Global Commodity Insights Reporter Camilla Naschert; Kerstin Knapp of Vestas; Tom Hopkinson of Taylor Hopkinson; Louise Christensen and Stefan Hobmair of Baywa r.e.; and Nate Manning of Johnson Controls.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Three years after a movement materialized in several West Coast cities to prohibit natural gas use in new buildings, those policies are gathering momentum along the East Coast. Strategies to require building electrification have advanced recently in New England and Washington, D.C., while an effort to prohibit local gas bans failed in Pennsylvania, a major gas-producing state. 

Joining us for this episode is Tom DiChristopher, a senior reporter for S&P Global Commodity Insights covering natural gas, to provide an update on gas restrictions and electrification mandates across the U.S.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

A new package of energy policy is moving through the U.S. Congress after Sen. Joe Manchin, D-W.Va., struck a deal with fellow Democrats. Energy Evolution recently sat down with colleagues from the S&P Global Commodity Insights newsroom to talk about the implications of the legislation. Guests include Molly Christian, Bill Holland and Camellia Moors.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

On June 30, the U.S. Supreme Court issued a ruling in West Virginia v. EPA, limiting the agency's authority to deal with climate change. Energy Evolution recently sat down with colleagues from the S&P Global Commodity Insights newsroom to talk about the implications of the ruling. Guests include Glen Boshart, Zack Hale and Corey Paul. 

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Nickel and cobalt chemical prices have traditionally been determined by their respective finished metal prices, but lately they have shifted towards each being priced independently. Both nickel and cobalt metal are not driven by battery demand, so participants in the chemical products markets are seeking alternatives. In this episode of the Platts Future Energy podcast Scott Yarham, Jesline Tang and Michael Greenfield explore what the current state of play is and the reported move by the market to seek alternative pricing practices.

Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Energy efficiency as a service, or EEaaS, represents a growing model for investing in energy efficiency improvements allowing customers to reduce costs and emissions over the long term while minimizing or avoiding upfront expense. So how does it work? Aaron Block, CEO of Allumia, a leading EEaaS firm, joins us for this episode to break it down.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of the Platts Future Energy podcast, Varaleka Pant and Arsalan Syed discuss with Deb Ryan the importance of evaluating the carbon intensity for crude and some of the major global crude grades, and explain the need for standards in this space to ensure consistency in low carbon crude trading.

Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

The U.S. is highly dependent on other countries for lithium-ion batteries and materials. Aaron Bent, CEO of lithium-ion battery materials startup 6K, told Energy Evolution that could change with new technologies.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Inside Koch Industries' push into solar, batteries and electric cars: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/inside-koch-industries-push-into-solar-batteries-and-electric-cars-69705159

Attempts to overhaul the EU Emissions Trading System have entered a crunch period as the European Parliament and European Council aim to finalise their negotiating positions by the end of June. The EU Parliament rejected draft legislation proposed by lawmakers in its plenary vote on June 8, but is preparing for a second vote on June 22. EU ETS revisions are being considered against a backdrop of very high energy prices, surging inflation and a military conflict on Europe’s eastern flank. S&P Global Commodity Insights' Frank Watson and Michael Evans take a deep dive into the key elements in the negotiations and why they matter for carbon prices and other energy commodity markets in Europe.

Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

S&P Global Commodity Insights reporters dove into the net-zero goals of companies in the energy, mining, technology and communications, insurance and banking sectors. Several journalists who worked on the project joined us for this episode to discuss what they discovered.

The first article in the series is available here: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/path-to-net-zero-as-regulators-step-in-push-for-climate-disclosure-intensifies-70485484 

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Energy storage is a crucial piece of technology for advancing the energy transition. Andrew Tang, vice president of energy storage and optimization with Wärtsilä, joins Energy Evolution to talk about how batteries can overcome intermittency — the "Achilles heel" of renewable energy sources.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

As the US ethanol industry pursues carbon capture and sequestration projects, producers are looking at the effects of lower carbon intensities in markets with low carbon fuel standards and in future industries like sustainable aviation fuel produced from ethanol. The voluntary carbon credit market for technology-based carbon capture could also attract interest given high prices but hurdles could keep ethanol producers focused on regulated markets.

S&P Global Commodity Insights' Americas biofuels manager Josh Pedrick talks through the evolving CCS interest in US ethanol with low-carbon lead Arsalan Syed and biofuel analytics manager Corey Lavinsky.

This Future Energy podcast was produced by Felix Fernandez in London.

China's "zero-COVID" strategy saw the country entering multiple provincial lockdowns. While this has hit electric vehicle production, the impact on battery materials production has been limited.

Prices of battery metals, especially lithium, have fallen for the first time in 18 months.

What implications do such events have on an already stressed supply chain, EV production costs and overall EV adoption?

S&P Global Commodity Insights’ Henrique Ribeiro discusses these issues with pricing specialist Leah Chen and analyst Lucy Tang.

Related feature: COVID-19 outbreak in China dents battery metals demand

Russia's invasion of Ukraine has major consequences for the energy transition in Europe, from cutting reliance on Russian gas to accelerating renewable deployment to extending the lives of coal and nuclear plants. Joining us to discuss these issues are Kristian Ruby, secretary general of Eurelectric, the trade group for European utilities; Roman Kramarchuk, head of future energy analytics at S&P Global Commodity Insights; and Florian Widdel of BEE, the German renewable energy federation. 

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

When Putin invaded Ukraine in February, the industry wondered whether it would set back Europe’s ambition to develop a low-carbon hydrogen market. Already, we have seen quite the opposite. The EU, member states and other countries are doubling down on clean energy commitments, with hydrogen at their heart. S&P Global Commodity Insights’ James Burgess discusses recent developments with pricing specialist Jeff McDonald and analyst Matthew Hodgkinson.

Learn more about our Hydrogen Markets Europe Conference in Amsterdam this September on: https://plattsinfo.spglobal.com/HydrogenMarketsEurope2022.html

Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Methane is everywhere, but it poses a particular problem in natural gas production. Head of Low Carbon Commodities Deb Ryan is joined by Emmanuel Corral and Paula VanLaningham to discuss the unique problems posed by methane emissions in the fight against climate change, and S&P Global Commodity Insights’ new Methane Intensity assessments.

Using a top-down approach to measuring methane intensity through satellite data and the pricing transparency generated by the Methane Performance Certificate market, Commodity Insights has brought new transparency to the cost of methane emissions generated through natural gas production.

In this episode, Taylor talks with Aaron Berndt, head of energy industry partnerships at Google, who works with utilities to distribute the Nest home automation system, which can conserve energy by controlling thermostats, smart light bulbs and more.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Global demand for lithium and other materials used in electric vehicle batteries, consumer electronics and myriad other applications is rapidly increasing. And as demand for those commodities grows, so do prices. An orderly energy transition from fossil fuels to cleaner energy resources will require a steadily rising supply of critical metals to keep pace with demand and keep prices at affordable levels.

S&P Global Commodity Insights writers Jared Anderson and Nick Lazzaro speak with EnergyX CEO Teague Egan about the tech company’s plans to increase lithium supplies with an innovative extraction technology that could also be used to increase lithium-ion battery performance. They also sit down with S&P Global low carbon transportation analyst David Capati to discuss supply, demand and pricing dynamics unfolding within these metals markets.

This Future Energy podcast was produced by Jennifer Pedrick in Houston.

Heliene President Martin Pochtaruk told the Energy Evolution podcast that financing continues to be a challenge for solar manufacturers in the U.S. and Canada as supply chain bottlenecks impact global suppliers. Heliene manufactures solar photovoltaic modules at its U.S. and Canadian facilities. 

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Asia’s carbon markets are on a trajectory of rapid growth as demand for carbon offsets rises and regional governments work towards net-zero commitments. While turmoil in global energy markets has temporarily shifted attention to energy security, commodity trading hubs like Singapore are pushing ahead with plans to become a carbon trading powerhouse.  Eric Yep and Roman Kramarchuk of S&P Global Commodity Insights discuss with Mikkel Larsen, CEO of Climate Impact X, a Singapore-based carbon exchange, on what lies ahead for Asia's carbon markets.

Energy Evolution sat down with several women with careers focused on the energy transition and sustainability for an episode celebrating Women's History Month. 

Guests include Enel Green Power's Maggie Teliska and Israa Ismail, Agoro Carbon Alliance's Anastasia Pavlovic and Giulia Sartori, and Angie Slaughter with Anheuser Busch.  

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Battery metal prices have been escalating, placing price pressure on battery pack costs and overall EV adoption. Furthermore, buying practices and the make up of long term contracts have experienced radical changes in the past 18 months, including the adoption of indexation mechanisms. In this episode of the Platts Future Energy podcast, S&P Global Commodity Insights pricing specialists Scott Yarham, Henrique Ribeiro and Michael Greenfield explore the lithium and cobalt markets, with both exhibiting their own unique dynamics and signs of breaking from traditional practices.

Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Hydrogen’s role in decarbonization is under the microscope as developers aim for large-scale global deployment of technologies like fuel cells. For this episode, we spoke with Plug Power CEO Andy Marsh about the fuel’s widespread appeal.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

What happens after a clean energy startup achieves a major technological or scientific breakthrough? To survive and scale up as a clean energy business you need the right mix of funding, timing, strategy and many other variables. For this episode we talk to Tim Latimer, CEO of geothermal developer Fervo Energy, and Eric Dresselhuys, CEO of long-duration battery storage producer ESS, about their experiences launching businesses.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The addition of nuclear and natural gas to the EU’s sustainable finance taxonomy provoked a furious response from dissenting quarters. S&P Global Platts analysts detail the proposals, discuss their likely significance and crucially, look at future gas and nuclear investments through the prism of today’s highly unstable markets.

Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

For the first time in over a decade, battery pack costs started to increase —even in the low cost segment. Battery packs are the main cost component in an electric vehicle (EV), meaning that this uptrend should either squeeze manufacturers’ margins or lead to higher EV price tags. Henrique Ribeiro (S&P Global Platts) and Alice Yu (S&P Global Market Intelligence) discuss how surging battery metals prices, particularly lithium, are playing a key role in the recent battery market developments.

Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Seven guests from across a wide swath of energy organizations join Energy Evolution to talk about the issues likely to affect the transition to cleaner energy in 2022. Guests are Sheila Hollis of the U.S. Energy Association; John DiStasio of the Large Public Power Council; Julia Hamm of the Smart Electric Power Alliance; Maria Korsnick, of the Nuclear Energy Institute; Arshad Mansoor of the Electric Power Research Institute; Jim Matheson of the National Rural Electric Cooperative Association and Greg Wetstone from the American Council on Renewable Energy.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

National Grid USA President Badar Khan said he is optimistic about global climate action in 2022, but also outlined several challenges ahead in a recent interview for the latest episode of S&P Global Market Intelligence's Energy Evolution podcast.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

From hydrogen and wind power to COP26 and severe weather events that tested the grid, 2021 was a year of major advancements and challenges for the energy transition.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The growth in renewable generation is the central plank in meeting Europe’s 2050 carbon net-zero targets, but as more wind and solar assets come on line and as more are exposed to merchant prices, the price cannibalization risk for these assets increases.

In the latest episode of the Platts Future Energy podcast, our experts take a closer look at both Platts Historical Renewable Capture price index and Platts Analytics’ new European wind and solar capture price forecasts. They discuss how these innovations will track the level of price cannibalization as it evolves in Europe’s largest power markets and what the outlook is for the relative profitability of merchant renewables in the coming years.

S&P Global Platts Renewable Capture Price indices provide the market with an independent and transparent view on how merchant renewable revenues are changing through time as the energy transition accelerates and wind and solar plants make up a greater share of the generation mix.

In addition to powering electric vehicles, batteries will play an essential role in the energy transition story by optimizing intermittent clean energy sources such as wind and solar. But what happens to batteries in their end-of-life? Although it can still be optimized, battery recycling technology already exists; but despite its potential to alleviate battery metals’ tightness in the future, can it really replace lithium, cobalt and nickel mining?

As world leaders gathered for global climate talks in Glasgow, former U.S. Department of Energy Secretary Ernest Moniz joined Market Intelligence Live for an online video chat about climate solutions and decarbonization innovation. This episode features the audio recording of the discussion between Moniz and Energy Evolution co-host Taylor Kuykendall.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Hydrogen has received extraordinary policy support over the past year, with nations worldwide racing to publish national hydrogen strategies. These roadmaps provide a decade-long pathway to developing wide-scale utilization of low-carbon hydrogen as a means to achieving deep decarbonization in otherwise problematic sectors. In this episode of the S&P Global Platts Future Energy podcast, our experts discuss the hurdles hydrogen still faces on the path towards a future fuel.

World leaders are gathering for global climate talks in Glasgow. For this episode, we talked to several climate experts from the U.S. and abroad who are familiar with past negotiations including Kelly Sims Gallagher, Carol Browner, Helen Mountford, Rachel Kyte, Thom Woodroofe, and Amal-Lee Amin.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Recycled plastics has become a hot topic recently with soaring demand driven by legislation, corporate commitments and increasing consumer awareness across the globe. There are raising questions on how the current recycling mechanisms could cope with such rapid-changing market dynamics to drive the sustainable growth of recycled plastics industry. Which option is better – mechanically or chemically recycled plastics? In the latest Platts Future Energy podcast, our experts take a closer look at both plastics recycling mechanisms, how they work, and what what role they play in the industry at large.

The landmark Paris Agreement was agreed back in 2015 with 29 different Articles. Almost all have been fleshed out, agreed upon and finalized - but Article 6 has not – given ongoing debates. And this Article’s text will prove critical to how international voluntary carbon markets develop going forward – with these markets seeing unprecedented growth and interest as corporates take steps to address their carbon footprints.

Piedmont Lithium President and CEO Keith Phillips sat down with the show to talk about the North Carolina-based company's efforts to tap into lithium supplies. Demand for the battery material is rapidly increasing as a critical component of electric vehicles.

Check out S&P Global's recent dive into the growing electric vehicle sector here.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

With construction set to begin on the 800-MW Vineyard Offshore Wind farm, the U.S. is on the cusp of a massive buildout of offshore wind generation along the Atlantic Coast. But challenges loom, from an arduous permitting process to grid interconnection to financing. In this episode the team talks to Ørsted COO Troy Patton, Dominion Energy's Mark Mitchell, Wells Fargo tax equity banker Samantha Buechner, Lesley Jantarasami of the Bipartisan Policy Center and Christy Guthman of GE Renewable Energy.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

As London International Shipping Week 2021 begins, Platts Analytics discuss the major shipping fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In the final episode of the series, Platts Analytics reviews our outlooks of top line shipping demand by category - while laying out different expectations around turnover of the fleet – and the technologies, fuels and adaptations in play.

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast miniseries looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode five, Platts energy transition reporters look at the practical and economic complexities of using ammonia or hydrogen to power the fleet.

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast miniseries looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode four, we look at whether those caps can be met with existing fuels or with innovative vessel optimization technologies.

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast miniseries looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode three, we look at methanol – a cleaner-burning hydrocarbon that is proving popular amongst shipowners.

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast series looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode two, we look at biofuels – a diverse energy source derived from vegetable oils and waste matter, rather than from traditional hydrocarbons.

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast series looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode one, we start with one of the frontrunners: LNG.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Total renewables penetration targets in Europe require a "common currency" which provides a reliable price signal against which the cost of different technologies and renewable paths can be assessed. Guarantees of Origin certificates could become this common currency, incentivising the use of renewable sources as part of corporate fuel mix disclosures, and promoting a net-zero culture. In this Platts Future Energy Podcast episode, Glenn Rickson, Head of European Power Analytics, is joined by Energy Transition experts in the Platts Pricing team to discuss the scope of the Guarantees of Origin markets.

Electric vehicles have been trending as the primary choice to decarbonize the transportation sector worldwide. Although some could expect the EV revolution to disrupt all current technologies, existing biofuels can keep playing a key role where they are available.

In this podcast, Brazil is discussed as an example of where transitioning to EVs is not as urgent as in other countries since the wide adoption of ethanol is already yielding significant reductions in emissions at a competitive cost.

The move from fossil fuels to cleaner energy sources can have a big impact on the communities that once depended on those industries.

Our guest for this episode is Brian Anderson, director of the National Energy Technology Laboratory. He was recently tasked with leading the Biden administration's Interagency Working Group on Coal and Power Plant Communities and Economic Revitalization. In this role, he aims to identify and ameliorate the economic and social problems encountered by communities reliant on fossil fuel extraction, as those fuels account for a smaller proportion of energy production.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Today we are looking at how the energy transition to lower emissions and cleaner fuels will affect natural gas.

Editors from S&P Global Platts and Market Intelligence discuss the findings of their recent series of stories looking the natural gas sector in the era of Energy Transition.

From the burner tip back to the wellhead, natural gas interests will find that changes ahead bring risk and opportunity.

Voluntary carbon markets have seen significant growth in recent years and are expected to surge in the years ahead. But they have traditionally been seen as opaque, complex and niche. That is rapidly changing as a large range of companies start to engage with them. In the latest Platts Future Energy podcast, Jonty Rushforth is joined by Paula Vanlaningham and Jeff Berman to discuss the ‘beauty’ of carbon credit markets.

Evolving choices around EV battery composition have altered price dynamics in the lithium market, with the two main forms, hydroxide and carbonate, now moving independently to each other, reflecting different use cases and trading patterns. LFP was considered by many industry participants to be a lower priority in the upcoming EV boom. This started to change with the gradual removal of Chinese EV subsidies, which lowered the incentives for local automakers to target only long-range EVs and increased the pressure to reduce costs. Moreover, improvements on the pack design, through the cell-to-pack approach, allowed a bigger portion of the battery pack to be filled with cells which significantly increased energy density.

In the latest S&P Global Platts Future Energy Podcast, Platts Pricing Director of Metals Scott Yarham speaks to Tianqi Lithium’s Sales Director Ron Mitchell and Platts Pricing Specialist Henrique Ribeiro to unpack these new trading patterns and what is emerging in the market.

China has laid out some lofty goals for its climate action. In September 2020, it pledged that it would peak its carbon dioxide emissions before 2030 and hit carbon neutrality before 2060. This was followed in December 2020 by an announcement to enhance its nationally determined contributions under the Paris Agreement for 2030, including increasing the share of non-fossil fuels in primary energy consumption to around 25%. Earlier this year, it issued rules for its emissions trading scheme for the power sector and carbon trading is expected to begin in late 2021.

How realistic are these goals? How can China's climate policy align with its economic and social goals? And what is the role for fossil fuels in a carbon neutral China?

These questions are more are addressed on this episode of Future Energy Podcasts, with S&P Global Platts Editorial Team Lead for LNG and Energy Transition Eric Yep, Platts Analytics Lead for Global Coal Matthew Boyle, Platts Senior Writer Oceana Zhou, and Dr. Philip Andrews-Speed, senior principal fellow at the National University of Singapore's Energy Studies Institute

Dr. Andrews-Speed has 38 years of experience in the field of energy and resources, and his current research focuses on the low carbon energy transition in China and Southeast Asia as well as on the governance of nuclear energy. He is the author of the book China As A Global Clean Energy Champion, which looks at the institutions of governance that are shaping the trajectory of China's low carbon energy transition.

Get access to the Annual Guidebook mentioned on this podcast: Platts Future Energy Outlooks

Electric vehicle demand is expected to skyrocket worldwide and that could require a lot more minerals than currently being supplied today for the necessary batteries.

S&P Global Market Intelligence expects sales of passenger plug-in electric vehicles to increase from just over three million units in 2020 to over 11 million units by 2025. Meanwhile, the International Energy Agency recently suggested that government action will be needed to ensure adequate supplies exist of nickel, cobalt and rare earth elements given the "looming mismatch" between expected demand and planned investments in supply.

This episode features interviews with Nikit Abyankar, a scientist at the Lawrence Berkeley National Laboratory and David Wooley the executive director of the Center for Environmental Public Policy at the University of California, Berkeley. The team also spoke with S&P Global Market Intelligence metals analysts Jason Sappor and Alice Yu, and Payal Sampat, the mining program director at Earthworks.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The UK’s hydrogen production landscape is littered with big natural gas-based CCS projects – why is this, and what does it say about renewable hydrogen’s immediate prospects? S&P Global Platts Zane McDonald, Jeff McDonald and Henry Edwardes-Evans discuss projects, prices and policies with a little help from Ryse Hydrogen’s Jo Bamford.

The world is moving closer to mining the deep sea to accommodate surging demand for battery metals needed in the global energy transition, but opposition to the practice is also mounting.

After years of review, the International Seabed Authority, or ISA, is nearing completion of regulations that would allow entities to begin collecting lumps of metal from the deep ocean. While some tout the process as a greener alternative to terrestrial mining, several ocean scientists and environmental groups are urging caution.

This episode features interviews with: Douglas McCauley, a professor of ocean science at the University of California, Santa Barbara; Matthew Gianni, co-founder of the Deep Sea Conservation Coalition; DeepGreen Metals Inc. CEO Gerard Barron; and Jeffrey Drazen, a professor at the University of Hawai'i at Manoa.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The recent plans announced by China's Tsingshan to convert nickel pig iron (unsuitable for batteries) into nickel matte (an intermediate for the production of battery-grade nickel sulfate) has shaken the market, causing nickel prices to pull the brakes on its bull run. The price uptrend was driven by the widespread belief that nickel demand for batteries would boom shortly, while supply of battery-grade material would not increase at the same pace. Tsingshan’s plans, however, could completely change the supply-demand landscape for battery-grade nickel, but not without a significant environmental cost that automakers might have to assimilate. In this Platts Future Energy podcast Henrique Ribeiro discusses these developments with independent nickel specialist Lyle Trytten, Platts clean energy senior analyst Michael Mccafferty, and Platts metals pricing director Scott Yarham.

In the latest S&P Global Platts Future Energy Podcast, Roman Kramarchuk, Head of Future Energy Outlooks, is joined by Dan Klein, Head of Future Energy Pathways, to talk about the main takeaways of Platts Future Energy Outlooks Annual Guidebook, a comprehensive study that includes Platts oil, gas, and overall energy reference cases, along with long-term outlooks for global crude, regional crude and product markets, and regional natural gas markets. Discussion includes analysis around scenarios with emission levels consistent with limiting global warming to 2 degrees.

The February winter storm that crippled the Texas power grid left millions of residents without light and heat for days, and drove natural gas prices to record highs. So how did this happen? What does it mean for the future of the energy industry?

Joining the discussion are Jay Hakes, an author and former administrator of the U.S. Energy Information Administration, Emily Grubert, a professor at Georgia Tech, International Energy Agency analysts Keith Everhart and Gergely Molnar, and Shayle Kann with Energy Impact Partners.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Ground is due to be broken on the UK’s first battery gigaplant, built by Britishvolt, in summer 2021, with the plant due to start producing batteries at scale by the end of 2023. The gigaplant is an important step in shortening the UK’s battery supply chain and helping ensure that UK automakers comply with the Brexit agreement’s rules of origin standard, which dictates that at least 40% of the value of the parts in a finished vehicle originate in the UK, or face paying export fees.

In the latest of S&P Global Platts Future Energy Podcast, EMEA metals senior pricing specialist Jacqueline Holman speaks to Britishvolt’s Chief Strategy Officer Isobel Sheldon, and Chief Technology Officer Allan Paterson about the company’s planned gigafactory in Blythe, Northumberland, and the UK’s battery supply chain. They are joined by Mark Mozur, lead analyst of energy transition at Platts Analytics to provide insight on EV demand and whether there will be enough batteries produced domestically to meet this demand.

Explore now: The Platts Atlas of Energy Transition, your map to the sustainable commodity markets of the future

President Joe Biden moved quickly to return the United States to the Paris climate. He is likely to take major steps forward on climate policy that could impact the energy transition as the world heads to the 2021 United Nations Climate Change Conference later this year. However, the United States also faces a credibility problem on climate change issues after the Trump administration withdrew from the agreement. 

During this episode, we hear from multiple guests on the U.S. returning to climate talks, and what the implications could be for on the energy transition already underway: Christine Todd Whitman, former New Jersey governor and EPA chief; Eric Usher, the head of the United Nations’ Environmental Program Finance Initiative; Jonathan Elkind, a senior research scholar at the center on global energy policy at Columbia University; Amanda O’Toole, global portfolio manager and clean economy strategy manager with AXA Investment Managers; and Paul Baiocchi, senior investment strategy advisor at SS&C ALPS Advisors.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

During the Trump years, the US issued an Executive Order to ensure the local development of critical minerals, but no material production was established after that. During his campaign, president Joe Biden stressed the importance of promoting clean energy, which is directly linked to the supply of key battery metals. What will the new US administration bring in terms of policy and strategy around lithium and other battery metals? In this Platts Future Energy podcast Henrique Ribeiro talks to renown lithium guru Joe Lowry and Editor in Chief of Platts Metals Daily Anthony Poole to answer this and other questions.

Hydrogen is generating a lot of buzz in the U.S. energy world, but what might look like a nascent technological revolution is not going to occur overnight, according to several experts interviewed on this episode.

But while hydrogen has received its fair share of hype in the past, this time may be different as the growth of sustainability-driven investments, rising pressure to act on climate change and shifting economics are increasingly favoring hydrogen technologies.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Spain’s Repsol was the first oil major to set net-zero emissions to target in December 2019, and the company has pivoted fast to grow its low-carbon energy business launching a raft of wind, solar, biofuels, and green-hydrogen projects. The surge in clean energy projects will see Repsol's low-carbon spending jump to 40% of total capex by 2030, up from an already peer group-leading 25% in 2020.

Following an interview with Luis Cabra, Repsol's head of Energy Transition, Sustainability, and Technology, S&P Global Platts Robert Perkins and Roman Kramarchuk discuss the key points of Repsol’s low-carbon transition strategy and how they fit with the S&P Global Platts broader outlook of the energy transition landscape.

The COVID-19 pandemic hit many industries hard in 2020, including automotives.

Electric vehicles’ sales, however, grew substantially from 2019 -- and the trend should continue in 2021, supporting the demand for battery metals such as lithium and cobalt.

This edition of the Platts Future Energy podcast explains why EVs outperformed internal combustion engine cars and how the lithium and cobalt markets reacted to this increase amid the pandemic.

In the latest Platts Future Energy podcast, Janjoost Jullens, Energy Lead at the at the Blocklab innovation lab in the Netherlands, and James Rilett, Senior Director of Innovation at S&P Global Platts, tell Henry Edwardes-Evans about Platts AI trading platform Distro.

Rotterdam's blockchain-based microgrid has driven user costs down 11% and producer returns up 14% - now its developers are looking to extend its reach within the port and roll the system out elsewhere.

New financial tools are emerging alongside new technology to help companies address greenhouse gas emissions.

Unlike green bonds, where the proceeds from the bond are used for new and existing projects with environmental benefits, sustainability-linked bonds can be more flexible. 

NRG Energy announced the issuance of a $900 million sustainability-linked-bond earlier in December. The company says that is going to help them achieve a 50% reduction of absolute greenhouse gas emissions by 2025 and reach net-zero GHG emissions by 2050 from a 2014 baseline.  

Gaetan Frotte, the senior vice president and Treasurer at NRG Energy, spoke with Energy Evolution co-host Taylor Kuykendall about the latest announcement. 

Cobalt is a pivotal metal for the batteries that underpin electric vehicles. Recent long-term supply commitments signed by battery makers suggest that cobalt is set to remain a crucial component for many years, as such understanding the market and pricing of this metal is critical.

In the latest instalment of the Platts Future Energy podcast, Emmanuel Latham is joined by Robin Tisserand, Cobalt Broker at SCB Group, to discuss the market, the major pricing issues and the risk management options available to the market and what this means for cobalt’s future as a key battery raw material.

As the world aims to hit global climate goals, countries and companies around the world are setting targets and making plans to reduce emissions of greenhouse gas. While utilities are leading the way in the energy sector, rising pressure from investors has the oil and gas sector working to catch up.

S&P Global Market Intelligence's Energy Evolution interviewed Williams Cos. Inc. President and CEO Alan Armstrong and Enbridge Inc. Chief Sustainability Officer Peter Sheffield on their companies' recently-announced ambitions to achieve net-zero greenhouse gas emissions by 2050. 

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The global steel sector accounts for roughly 7% of the world’s CO2 emissions. Blast furnaces, which process iron ore and coking coal, and produce most of the world’s steel, have a higher emissions intensity compared with mini-mills that melt ferrous scrap. Incorporating hydrogen and renewable power could help the sector lower its emissions profile as it looks for new ways to meet demand for greener steel.

S&P Global Platts managing editor Andrew Moore speaks with Platts senior editor for steel raw materials and metals analysis Hector Forster and Platts Analytics’ lead hydrogen analyst Zane McDonald on how hydrogen may help transition the steel sector away from emissions-intensive blast furnaces and more toward direct reduction iron- and scrap-fed electric arc furnaces.

The discussion covers global steel production trends, PCI coal substitution by hydrogen, power and hydrogen sources, carbon-based taxes on steel in Europe, and how demand for low emissions steel is already being seen in Europe.

President-elect Joe Biden is expected to enter the White House with big plans to address climate change, a goal with substantial implications for the energy sector.

Biden's climate plan is a $2 trillion economywide proposal that looks to cut or eliminate emissions from power generation, transportation, buildings, agriculture and more. S&P Global Market Intelligence's Energy Evolution team briefly previews some potential implications for the energy sector with senior policy correspondent Molly Christian.

Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

While Democratic nominee Joseph Biden and Republican President Donald Trump have different stances on fossil fuels, much of the demand for clean energy is being driven at the state and individual consumer level, where it may be difficult to reverse the momentum of a transition toward more renewables. But there are several ways that transition could be slowed or accelerated by the outcome of the election.

In the second of two episodes on the Nov. 3 contest, S&P Global Market Intelligence's Energy Evolution team spoke about potential impacts to the oil, gas and utility sectors with Lillian Federico, energy research director for Regulatory Research Associates, Sarah Ladislaw, a senior vice president and director of the energy security and climate change program at the Center for Strategic and International Studies and Christine Tezak, managing director of research at ClearView Energy Partners.

Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this first Platts Future Energy podcast, representatives from Analytics, News and Pricing discuss the impact of COVID-19 on the Energy Transition, with a focus on: energy demand and carbon emissions, now and in the years ahead; recovery programs, whether supportive, regressive or ineffective; and finally, the technology pathways set to emerge strongest from the pandemic.

With the upcoming U.S. presidential election offering two very different visions for the energy industry's future, some executives remain confident the renewable energy transition has gained a permanent foothold no matter the outcome. On Energy Evolution's latest episode, Sunnova CEO John Berger, Hannon Armstrong Managing Director Susan Nickey, Ramaco Resources Chairman Randall Atkins and former Energy Secretary Ernest Moniz game out what's at stake in 2021, based on who prevails in November.

Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Be sure to subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

With an annual traded value of around $35 billion, nickel would probably be categorized by most as a medium-sized commodity. For the past few decades it has really had quite a low profile, perhaps due to its mainly industrial use as an alloying agent in stainless steel production. But excitement and chatter has been building around nickel sulfate in particular, due to its critical role in battery chemistry.

S&P Global Platts Pricing Director for APAC Metal Markets Julien Hall talks to Platts battery metals experts Joyce Zhang and Jianong Ong for an overview of nickel use in electric vehicle batteries, the main fundamental drivers in the market, and how the pricing behaves, to get a better sense of how hot the nickel market really is.

Overall global EV sales have been weaker in 2020, mostly due to the COVID-19 pandemic hitting sales in Asia, although European sales are notably up year on year, with European governments employing a number of incentives and subsidies to encourage car buyers to switch over to EVs. In the latest Battery Metals Podcast, S&P Global Platts senior pricing specialists Emmanuel Latham and Jacqueline Holman discuss the subsidies and incentives in place for electric vehicles and their impact on sales and uptake.

As the 2020 wildfire season continues to inflict damage across the American West, a key question will be how much, and how fast, the battery storage sector can mobilize to reinforce the power grid in California and elsewhere. S&P Global Market Intelligence examines the prospects of battery storage technology in our latest episode featuring Fluence Energy LLC COO John Zahurancik; Dan Finn-Foley, head of energy storage with consultancy Wood Mackenzie's energy transition practice and Dharik Mallapragada, a research scientist at the Massachusetts Institute of Technology Energy Initiative.

Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Be sure to subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

As calls for racial justice grow across the U.S., the impacts of energy infrastructure projects on communities of color are also getting more attention. Does the cancellation of a major project like the Atlantic Coast gas pipeline mark a turning point for the movement? In this episode, S&P Global Market Intelligence's Energy Evolution podcast team spoke about the implications for the sector with experts Jean Su of the Center for Biological Diversity and University of Michigan Professor Tony Reames, as well as community activists Vicki Dobbins and Richard Walker. 

Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution to catch upcoming episodes!

For some time, many lithium-ion industry participants believed LFP (lithium iron phosphate) would be progressively phased out from electric vehicles due to its intrinsic lower energy density compared with nickel-rich chemistries.

However, technology improvements -- coupled with the current market dynamics in China -- have put LFP back in the story.

Henrique Ribeiro and Emmanuel Latham discuss the implications of this trend to the battery metals space.

Local governments around the United States are making it more difficult to include natural gas as a fuel option in new building construction. S&P Global Market Intelligence senior reporter Tom DiChristopher joins the podcast with interviews about the varied approaches communities are taking on natural gas infrastructure and how the industry is responding. 

NanoGraf Technologies CEO Dr Francis Wang talks to S&P Global Platts senior pricing specialist Jacqueline Holman about the COVID-19 pandemic’s impact on China’s dominance in the battery metal supply chain, as well as the challenges and opportunities of the supply chain becoming more global.

The battery metals industry has welcomed China’s two-year extension of subsidies for new energy vehicles, but the COVID-19 pandemic has prevented EV sales from picking up as expected.

In this edition of S&P Global Platts’ monthly Battery Metals podcast, Jacqueline Holman and Henrique Ribeiro discuss how the new Chinese policy works and what can be expected for EV sales and battery metals going forward.

The coronavirus pandemic is wreaking havoc on the world economy. Could the global energy transition and the jobs that come with it be a part of the cure? Former U.S. Department of Energy Secretary Ernest Moniz believes it will be. He is behind a new initiative to develop the framework for a modern energy economy that prioritizes the creation and preservation of high-quality jobs. Energy Evolution called the former Obama Administration official to talk about the potential of this new effort, which energy sources will be a part of the jobs revolution, the role government can play to encourage new energy technology and more.

S&P Global Platts Battery Metals podcast looks at how cobalt markets are faring during the current coronavirus pandemic.

Emmanuel Latham is joined by Battery Metals editor Melvin Goh to discuss the impact of COVID-19 on Chinese cobalt sulfate refining, the developing situation in the DRC, anticipated market developments and what this all means for cobalt prices.

States developing long-term plans to zero out carbon emissions by mid-century are key to driving adoption of advanced nuclear technology, Dr. José Reyes, a co-founder of NuScale Power said on S&P Global Market Intelligence's Energy Evolution podcast.

NuScale is developing a new design for nuclear small modular reactors, or SMRs, which could be useful for states moving toward a system in which "firm" carbon-free power generation technology is needed to complement renewables.

Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution to catch upcoming episodes!

Joe Lowry of Global Lithium -- known as "Mr. Lithium" -- forecasts lithium demand to fall in 2020 compared with 2019, the first annual decrease in many years.

Lowry examines the impacts of the coronavirus outbreak on the lithium market with Henrique Ribeiro of S&P Global Platts.

In this episode of the S&P Global Platts Battery Metals podcast, Platts head of APAC Metals Insights Paul Bartholomew, analyst Lucy Tang, and associate editor Joyce Zhang discuss how the coronavirus outbreak is affecting China's automobile and new energy vehicle industry, and illustrate the details of the latest Platts survey on battery metals and lithium outlook.

BlackRock Inc., the world's largest asset manager, recently announced it would be pulling out of its investments in certain parts of the coal sector. The move is part of a broader trend where banks, insurers and other parts of the finance world are pledging to stay away from fossil fuels to address concerns about climate change. Join us on Energy Evolution, where this month we check in on what is being said about the rising fossil fuel divestment trend and talk to activists, analysts and a representative of the largest coal company in the U.S. about what is going on and what may be next.

The S&P Global Platts Battery Metals podcast kicks off 2020 with a deep dive into nickel. Platts Editor Henrique Ribeiro is joined by Jason Sappor, nickel analyst at S&P Global Market Intelligence, to discuss his expectations for the nickel market in 2020, the implications of the Indonesian ore export ban, and what this means for the EV battery industry. You can learn more in our quarterly Platts Battery Metals Insight.

After an S&P Global Market Intelligence investigative team uncovered the powerful incentives to build natural gas-fired power plants in the U.S., the Energy Evolution podcast interviewed some of the "Overpowered" series' sources and authors to follow up on why utilities are adding gas generation despite flat demand and some states' efforts to adopt more renewable energy.

Energy Evolution also talked to sources from the Overpowered series about why the PJM Interconnection — the country's largest market for electric power — may continue to over-procure gas generation capacity, how Virginia state officials are starting to push back against Dominion Energy Inc.'s electricity demand forecasts and what the Oxnard, Calif., city council is doing to acquire more power from renewable resources after rejecting the Puente Power Project proposed by NRG Energy Inc. and Edison International utility Southern California Edison Co.

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From turkeys and LED lights to celebrating Hanukkah with solar energy, the Energy Evolution team breaks down power usage during the holidays with efficiency tips, fun facts and a cooking tutorial.

The fourth episode also features answers to questions about the history behind Americans' holiday light tradition, which variety of stuffing is best and how regional grid operators prepare to accommodate soaring demand.

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The price of producing electricity from solar energy has dropped rapidly in the last several years and nothing is stopping it from dropping even further, an expert recently told the hosts of Energy Evolution, an S&P Global Market Intelligence podcast. There is still room for reducing the cost of solar, both by improving the physical workings of the technology itself and by reducing the cost of production and deployment of solar photovoltaics, said Greg Nemet, a professor at the University of Wisconsin-Madison who researches technological shifts and how public policy can affect those changes. Once denounced as too expensive, solar energy is already displacing other fuel sources as the cheapest form of generation in some regions. Nemet, who wrote the recently published book "How Solar Energy Became Cheap," noted one of the challenges with solar energy is that once it is installed it essentially becomes a zero variable cost source of electricity. That could contribute to under investment on the part of utilities. The solution, he said, is to modernize utility regulations that in many cases were created decades ago in order to better accommodate renewable energy resources and other technologies.

Listen to the full episode to hear more, and subscribe to Energy Evolution to catch future episodes.

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