Platts Future Energy: Recent Episodes
S&P Global Commodity Insights
S&P Global Commodity Insights shares market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.
In this episode of the Energy Evolution podcast we delve into the emerging field of carbon removal technologies and their role in the fight against climate change.
The discussion highlights various methods, including both technology-based solutions like direct ocean capture and nature-based approaches such as reforestation. Our guests on this week's episode are Jan-Willem Bode, President, Puro.earth, and Steve Oldham, CEO, Captura. Captura is a start-up company focused on capturing carbon dioxide directly from seawater. Puro.Earth is a carbon removal registry focused on removal credits. It created the Puro Standard, which is the world's first carbon standard for engineered carbon removals.
Host Eklavya Gupte asks Oldham and Bode about the economic viability and market dynamics of carbon removal credits and addressing skepticism surrounding their effectiveness and cost. The episode also explores the importance of transparency and quality in the carbon credit market, especially as demand grows from both tech companies and compliance markets.
Clean energy buyers are facing new challenges and opportunities in the face of a shift in US politics and rising demand for electricity to power energy-hungry data centers.
Rich Powell, CEO of the Clean Energy Buyers Association, joins Energy Evolution to talk about how his organization, representing over $15 trillion in market cap and contracts for 84 gigawatts of new clean energy, is tackling the complexities of changing energy policy, the potential repercussions of tax incentive changes, and the innovative technologies that could shape the future of our energy landscape. Powell also shares his insights on the relationship between economic growth and carbon emissions-free electricity and the importance of permitting reform.
A blackout of historic proportions on the Iberian peninsula April 28 has sparked a debate on responsibility and prevention, while the investigation into the causes is ongoing.
One undeniable conclusion is that investments in grids are becoming more important, S&P Global Commodity Insights analysts Kerry Thacker-Smith and Alexandre Mace explain on this episode of Energy Evolution.
Albéric Mongrenier, executive director of think tank European Initiative for Energy Security, argues that grids have become a key frontier in Europe's push for more independence and security.
This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are reforming Chinese energy markets.
Host Eklavya Gupte speaks with Ivy Yin, energy transition market specialist at S&P Global Commodity Insights, who explains how China is shifting toward a more inward-looking energy strategy by boosting domestic gas production to reduce LNG import dependency. She also talks about how Chinese cleantech manufacturers are refocusing their efforts on the domestic market amid trade uncertainties.
We also interview Commodity Insights principal analyst Eric Yep, who shares his insights on how the trade duel with the US is affecting China's oil and gas imports, highlighting the role of US LNG as a possible bargaining chip in future negotiations.
Adding a legal perspective, Henry Gao, a professor of law at Singapore Management University, discusses China's multifaceted trade diplomacy in an increasingly fragmented geopolitical landscape.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In the latest episode of Energy Evolution, host Eklavya Gupte speaks with Daniel Klier, CEO of South Pole, a key player in the carbon markets.
As the industry grapples with a credibility crisis, Klier shares insights on the various initiatives the voluntary carbon market is undertaking to restore trust and foster a more resilient and robust ecosystem.
He also discusses how South Pole has adapted its strategy to place a greater emphasis on compliance markets and Article 6 of the Paris Agreement, alongside a significant overhaul of its senior leadership team.
Klier elaborates on the company's vision for leading the next phase of carbon market evolution and mobilizing substantial investments for climate action.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this episode of Energy Evolution, Taylor Kuykendall interviews Jonathan Silver, chair of the Global Climate Council at Apollo Global Management and co-founder of the new advisory firm Multiplier. Silver, who was executive director of the US Department of Energy's Loan Programs Office during the Obama administration, shares insights on the current clean energy financing landscape and discusses his work with sustainability-focused startups.
Silver emphasizes the importance of helping early-stage companies connect with customers and navigate the complexities of capital raising and exit strategies. Silver notes substantial changes in clean energy policies following the recent presidential administration shift, emphasizing that while regulatory environments may fluctuate, the momentum for clean technology is undeniable and irreversible.
Silver also underscores the vital role of federal government support in advancing clean energy technologies, while also addressing the challenges posed by uncertainty in public policy. The discussion concludes with a look at future opportunities in clean energy, including advancements in solar, wind, battery storage, and water technologies, as well as the importance of addressing environmental tipping points.
In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security.
Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new risks, such as those arising from critical minerals and supply chain vulnerabilities.
He also tells us how the IEA is beginning to see some shifts in broader energy investment trends due to a “climate of uncertainty" exacerbated by escalating trade tensions.
This interview was recorded at the Summit on the Future of Energy Security in London, where representatives from over 60 governments and several energy companies convened to collaborate on the key issues facing energy markets.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this episode of Energy Evolution, host Taylor Kuykendall moderates a panel discussion at the Tom Tom Festival in Charlottesville, Virginia, focusing on the question of how to fund solutions to climate change.
The panelists highlighted the current challenges faced by climate tech companies in securing funding, particularly in a volatile political and economic landscape. Their conversation delves into the complexities of measuring climate impact, the importance of transparency in forecasting, and the necessity for businesses to effectively communicate their value propositions to both investors and the public.
The panel features Anne Clawson, principal at Cascade Advisory; Bettina Ring, Virginia state director for the Nature Conservancy; Gilman Callsen, founder and CEO of Rho Impact; and Michael Bobbin, senior director of mergers and acquisitions advisory at DNV. The podcast includes highlights from the lengthier April 17 discussion.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
The International Maritime Organization recently agreed to a global deal to tackle shipping emissions after over a year of tense and fraught talks, with the US dramatically exiting discussions.
The agreement includes mandatory marine fuel standards and a carbon trading mechanism. It will need to be adopted in October, but some countries still vocally oppose the measures.
In this episode of Energy Evolution, host Eklavya Gupte speaks with Commodity Insights journalist Max Lin, Edmund Hughes from the International Bunker Industry Association (IBIA), and Georgios Kasimatis from DNV Maritime to gain insight into the complexities of these regulations and their implications for the decarbonization of the maritime sector.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
Efforts to simplify the EU’s Carbon Border Adjustment Mechanism reflect a broader struggle within the bloc to balance environmental goals with economic realities.
In this episode of Energy Evolution, host Eklavya Gupte speaks with Commodity Insights senior director Coralie Laurencin, Dan Maleski of Redshaw Advisors, and Nick Ogilvie of CarbonChain, who dig deep into what these proposed changes mean for both the EU’s industrial and climate strategy and the broader global energy transition.
The guests also provide us with insight on how various industries, commodities, governments and policymakers are reacting to the carbon pricing mechanism, which is expected to have a profound impact on global trade.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
This episode of Energy Evolution focuses on the recent executive order signed by President Donald Trump to boost domestic mineral production in the US. This order seeks to reduce reliance on foreign mineral supplies, particularly from China, which dominates the mining and refining sectors for critical minerals. Lithium, cobalt, nickel, and rare earth elements are just a few materials essential for energy transition technologies, including batteries for electric vehicles and renewable energy storage.
For this week's episode, host Taylor Kuykendall is joined by Francesca Price, a senior analyst in the metals and mining research team at S&P Global Commodity Insights; Mark Smith, executive chairman, president, and CEO of NioCorp Developments; Pat Risner, president of South 32 Hermosa; and Athan Manuel, director of the Sierra Club's Lands Protection Program.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
Having ramped down imports of Russian gas at the start of the Russia-Ukraine war, the European Union may need to answer industry calls for higher imports if peace or a ceasefire are achieved.
But will politicians be comfortable with this, and what about the damaged Nord Stream pipelines? And how does the US approach the topic, having become a major LNG supplier to Europe in the past few years?
Laurent Ruseckas, executive director for gas at S&P Global Commodity Insights, shares his analysis with host Eklavya Gupte and correspondent Camilla Naschert.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
As global competition and trade tensions rise, the EU Commission has pledged to create a supportive business environment for cleantech manufacturing and deployment, including €100 billion in support for manufacturing. But will this be enough to stave off the risk of deindustrialization?
In this episode of Energy Evolution, podcast correspondent Camilla Naschert explains the EU’s latest legislation on competitiveness, the Clean Industrial Deal.
Guest Ben McWilliams, affiliate fellow at think tank Bruegel, lays out the global trade and investment picture on solar, batteries and electric cars and explains why the EU's plan may work.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this episode of Energy Evolution, host Taylor Kuykendall chats with Ernest Moniz, founder and CEO of the EFI Foundation and the former US Department of Energy Secretary during the Obama administration. We'll also talk to Vast Energy CEO Craig Wood and Plug Power Chief Strategy Officer Sanjay Shrestha.
The discussions, held on the sidelines of the CERAWeek by S&P Global conference, focus on innovations in energy technology, particularly the role the Department of Energy plays in early investment and how it might change under President Donald Trump. Vast Energy and Plug Power are both companies that have partnered with the DOE in the past, and both remain optimistic about the future.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this episode of Energy Evolution, host Taylor Kuykendall engages with more industry leaders at CERAWeek, including Maria Pope, CEO of Portland General Electric; John Pettigrew, CEO of National Grid; and Rebecca Kujawa, CEO of NextEra Energy.
The discussion revolves around the rapid growth of datacenters and the evolving energy landscape.
- Pope highlights the significant role of semiconductor manufacturing and AI in shaping energy consumption patterns.
- Pettigrew discusses National Grid's ambitious $75 billion capital investment plan, focusing on enhancing network reliability and capacity to accommodate increasing energy demands.
- Kujawa underscores the importance of renewable energy and storage solutions in meeting new load growth driven not only by AI but also by reshoring manufacturing capabilities in the US.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this episode of Energy Evolution, co-host Taylor Kuykendall delves into developments in battery technology with Pure Lithium founder and CEO Emilie Bodoin and explores methods for extracting lithium with International Battery Metals CEO Iris Jancik from the sidelines of the CERAWeek by S&P Global conference. The episode also addresses electric vehicle adoption, the impact of changing political climates on incentives, and the need for innovation in the face of a looming natural resource crisis.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this episode of Energy Evolution, host Taylor Kuykendall sits down with Hannah Hauman, head of carbon trading with multinational commodities company Trafigura, to learn more about the world of carbon markets.
After a brief overview of carbon markets, listeners will learn more about the impacts of geopolitical changes, artificial intelligence and more shaping carbon trading. Hauman emphasized the importance and complexities of carbon accounting and the need to recognize that carbon markets are a vital part of business strategy and not merely a philanthropic endeavor.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
As CERAWeek by S&P Global wraps up, Taylor Kuykendall sits down with Commodity Insights co-president Dave Ernsberger, LNG news reporter Corey Paul and power news reporter Kassia Micek to tease out the interesting themes and moments from the conference.
With the AI race front and center at CERAWeek, some of the biggest conversations revolved around powering datacenters, and with a new Trump administration looming large as the backdrop, the spotlight shifted from decarbonization and clean tech in past years to a new emphasis on investment and production, with a constant eye toward energy policy and geopolitics.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
Grid planning and capacity optimization in the US have much room for improvement, for instance through new AI capabilities, Arshad Mansoor, president and CEO of the Electric Power Research Institute (EPRI), says on the sidelines of the CERAWeek by S&P Global conference.
Increased flexibility could stave off the potential of rising power bills for general consumers in light of the country's rapid load growth, he tells Energy Evolution host Taylor Kuykendall.
While the US is blessed with abundant gas as well as renewables potential, much remains to be done on the accompanying grid expansion, Hunter Armistead, CEO of Pattern Energy, tells Taylor in this episode from CERAWeek.
Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the duration of CERAWeek, featuring guests attending the conference.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
“One difficulty may be the wind side,” says Rich Voorberg, president of the North America hub of energy equipment provider Siemens Energy, on the sidelines of the CERAWeek conference in Houston.
Meanwhile, the gas turbine and grids divisions are struggling to keep pace with surging demand, Voorberg tells Energy Evolution host Taylor Kuykendall.
When it comes to the impact of tariffs, Siemens Energy and its competitors sit in the same boat, with limited relative competitive impact, Voorberg notes.
Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the duration of CERAWeek, featuring guests attending the conference.
Energy Evolution has merged with Platts Future Energy, and episodes now regularly publish on Tuesdays.
As power demand rockets thanks in part to datacenter operators, the US grid needs more dispatchable power, FERC chairman Mark Christie tells Energy Evolution host Taylor Kuykendall on the sidelines of the CERAWeek by S&P Global conference in Houston.
Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the next several days, featuring guests attending CERAWeek.
In this episode of Energy Evolution, host Taylor Kuykendall speaks with Mark Brownstein, leader of energy transition efforts at the Environmental Defense Fund about environmental and climate priorities related to the energy transition in 2025.
They discuss the evolving geopolitical landscape impacting energy policies, the role of market forces in advancing clean energy technologies, and private sector adaptation amidst changing political support. The conversation also touches on the need for collaborative efforts in permitting reform and the critical actions required to ensure the continued momentum of the energy transition into 2025 and beyond.
Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the next several days, featuring guests attending CERAWeek by S&P Global in Houston, Texas.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this episode of the Energy Evolution podcast, host Taylor Kuykendall discusses the upcoming CERAWeek conference, scheduled for March 10-14 in Houston. He is joined by Ken Downey, Executive Director of Innovation Agora at CERAWeek, and Naki Mendoza, director of CERAWeek Programs at S&P Global.
Key topics for this year's conference include the changing geopolitical landscape, especially in light of recent elections. Mendoza and Downey said energy leaders will also be focused in on supply chains, AI's role in energy, and the growing importance of metals and mining to the energy transition.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
On Energy Evolution this week, Eklavya Gupte and Rosemary Griffin examine the often-overlooked environmental ramifications of military conflicts as we mark the third anniversary of the Russia-Ukraine war.
Lennard de Klerk, who has studied the climate impact of this war, gives us some insights into how warfare, fuel consumption, forest fires, attacks on energy infrastructure and the estimated costs of rebuilding Ukraine have led to a surge in greenhouse gas emissions.
As concerns around the climate costs of war have intensified, there have been wider calls for military emissions to be calculated and included in international reporting.
We speak to Patrick Bigger, research director at the Climate and Community Institute, and Benjamin Neimark, a senior lecturer at the School of Business and Management at Queen Mary University of London, to learn more about the growing carbon footprint of militaries globally.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
On this week’s episode, we explore how the rapid evolution of AI technologies such as DeepSeek is reshaping how experts think about the energy landscape and what it means for sustainability and power systems.
Guests on to talk about artificial intelligence and power demand include: Neil Chatterjee, former FERC chairman and current chief government affairs officer at energy tech company Palmetto; Vic Shao, founder and CEO of DC Grid; Jonathan Schroth, a research analyst on the 451 Research Datacenter Infrastructure & Services team at S&P Global Market Intelligence; and Bruno Brunetti, head of S&P Global's Low Carbon Electricity Analytics.
The episode also features a brief chat with Ken Downey, executive director of Innovation Agora at CERAWeek by S&P Global, who offers a preview of the Houston conference coming up on March 10-14.
Energy Evolution has merged with Platts Future Energy and now publishes episodes on Tuesdays.
On this week’s episode of Energy Evolution, we lay out why grid equipment has become a bottleneck in the deployment of renewables, and why it takes time to ramp up manufacturing.
Andreas Schierenbeck, CEO of equipment provider Hitachi Energy, shares industry perspectives on investment trends and the operational realities of scaling up industrial manufacturing of transformers, while S&P Global Commodity Insights analyst Cormac Gilligan explains why demand for grid infrastructure has outpaced supply.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
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With new tariffs anticipated and a domestic manufacturing sector just ramping up, US solar manufacturers are facing trade headwinds as well as opportunities.
Meanwhile, prices for modules in the US are substantially higher than in China and Europe.
S&P Global Commodity Insights analysts Joe Steveni and Edurne Zoco lay out what to watch in the US solar supply chains and discuss the future of the Inflation Reduction Act and trade restrictions. Price reporter Karen Rivera describes what makes US panels so much more expensive, and Michael Parr of the Ultra Low Carbon Solar Alliance gives an industry perspective on the market dynamics.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
In this episode of the Energy Evolution podcast, Taylor Kuykendall discusses significant shifts in US energy policy following President Donald Trump's inauguration. On January 20, Trump declared a national energy emergency, aiming to reverse several Biden administration policies that he views as detrimental to domestic energy production. Key proposals include ending what he has called the electric vehicle mandate, increasing oil and gas leasing on federal lands, and streamlining energy infrastructure permitting. Trump also plans to revoke climate-related regulations and halt funding from the Inflation Reduction Act and the 2021 bipartisan infrastructure law, potentially slowing the growth of renewable energy initiatives.
The episode features insights from three experts: Anna Mosby from S&P Global, Jonathan Elkind from Columbia University and Andy Marsh, CEO of Plug Power.
Marsh shares his perspective on the green hydrogen industry and the potential implications of an administration change on the recent $1.66 billion loan guarantee from the Department of Energy for his company. He expresses optimism about the hydrogen sector's future, despite concerns about regulatory changes under the new administration.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
Ahead of Germany's general election on Feb. 23, Energy Evolution looks at the energy implications for Europe's largest economy.
With the center-right Christian Democrats leading in the polls, correspondent Camilla Naschert lays out the party's energy plans and discusses the main priorities for Germany's energy system with expert guests.
Guests on the episode are Christoph Maurer, managing director at advisory firm Consentec; Daniel Muir, senior power and renewables analyst at S&P Global Commodity Insights; and Christian Schnibbe, communications chief at wind developer WPD.
The episode is hosted by Eklavya Gupte.
Energy Evolution is merging with Platts Future Energy, and episodes are now published on Tuesdays.
Ahead of Germany's general election on Feb. 23, Energy Evolution looks at the energy implications for Europe's largest economy. With the center-right Christian Democrats leading in the polls, correspondent Camilla Naschert lays out the party's energy plans and discusses the main priorities for Germany's energy system with expert guests.
Guests on the episode are Christoph Maurer, managing director at advisory firm Consentec; Daniel Muir, senior power and renewables analyst at S&P Global Commodity Insights; and Christian Schnibbe, communications chief at wind developer WPD. The episode is hosted by Eklavya Gupte.
Energy Evolution is merging with Platts Future Energy, and episodes are now published on Tuesdays.
Platts Future Energy is merging with Energy Evolution, and in this inaugural episode of the new series, hosts Taylor Kuykendall and Eklavya Gupte set the stage for 2025, which looks to be another pivotal year for the energy landscape.
We highlight key topics such as advances in renewable technologies, the critical role of hydrogen in decarbonization, and the evolving policies that will shape global energy markets. We delve into the implications of Donald Trump's return to the presidency, including how policy shifts could affect global climate talks and emission regulations. Importantly, these changes are coming against a backdrop of geopolitical tensions and the ongoing energy transition. We also preview future episodes on the intersection of energy, technology, policy, and market trends, including the rising influence of artificial intelligence and its environmental implications.
The new Energy Evolution will publish on Tuesdays.
Energy Evolution is merging with Platts Future Energy, and in this inaugural episode of the new series, hosts Taylor Kuykendall and Eklavya Gupte set the stage for 2025, which looks to be another pivotal year for the energy landscape.
We highlight key topics such as advances in renewable technologies, the critical role of hydrogen in decarbonization, and the evolving policies that will shape global energy markets. We delve into the implications of Donald Trump's return to the presidency, including how policy shifts could affect global climate talks and emission regulations. Importantly, these changes are coming against a backdrop of geopolitical tensions and the ongoing energy transition. We also preview future episodes on the intersection of energy, technology, policy, and market trends, including the rising influence of artificial intelligence and its environmental implications.
The new Energy Evolution will publish on Tuesdays.
In this episode of S&P Global Commodity Insights' Energy Evolution, co-host Taylor Kuykendall dives into the future of nuclear energy. With rising global energy demands and an urgent need for sustainable solutions, nuclear power is once again at the forefront of energy discussions.
Listen in to hear about the challenges and opportunities that nuclear energy presents, including advancements in technology and changing public perceptions. Experts also discuss the recent surge in interest from tech giants like Microsoft, Google, and Amazon, who signed power purchase agreements for over 3 GW of nuclear capacity to meet the energy needs of their data centers.
This week's guests include Mason Lester, a research analyst from S&P Global Commodity Insights, who shares insights on market trends; James Walker, CEO of Nano Nuclear, who is pioneering small modular reactor technology; and Brandon Oyer from Amazon Web Services, discussing how tech companies are integrating nuclear energy into their sustainability strategies.
Subscribe to Energy Evolution to stay current on the energy transition and its implications.
As 2025 kicks off, Energy Evolution and Platts Future Energy are joining forces to bring you the best in energy transition news, analysis, trends, interviews, and our expert insights. Starting January 21, the Platts Future Energy channel will host our merged energy transition podcast, Energy Evolution by Commodity Insights, so follow along there with hosts Taylor Kuykendall and Eklavya Gupte.
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With ample renewable resources, several African markets are tipped as key suppliers of green hydrogen for European industry.
In this episode of Energy Evolution, hydrogen analyst Oghosa Erhahon and clean energy investor Kevin Anderson lay out which regions have the biggest potential, which constraints need to be tackled and how to ensure investments benefit local stakeholders.
Beyond the export potential, markets in Africa may also develop significant local off-take for green hydrogen and its derivatives, the experts tell correspondent Camilla Naschert.
Subscribe to Energy Evolution to stay current on the energy transition and its implications.
In the latest All Things Aviation episode on the Platts Future Energy Podcast, Sarah Abu Bakar speaks with feedstock analysts Rob Hatchett and Wes Petkau along with biofuel research associate director Ji Yang Lum. The discussion highlights the implications of global biofuel policy uncertainty and the potential impacts that trade tariffs pose on feedstock flows, further complicating an already uncertain and fragmented market. The group takes a regional approach to briefly outline the current layout of key factors influencing SAF policy support.
Links:
Tallow Dlvd Chicago cts/lb ATALA00 UCO Dlvd Houston cts/lb UDSAG00 UCO Dlvd San Francisco cts/lb UDSAF00
A proposal by Pacific Gas and Electric and real estate developer Westbank aims to connect datacenters and up to 4,000 new residential units in a net zero district energy system in downtown San Jose, California. The project could be a blueprint for tackling AI-driven datacenter demand and the need for housing.
In this episode, Mike Medeiros, PG&E's vice president of South Bay delivery, talks with Dan Testa about the new project's possibilities.
Subscribe to Energy Evolution to stay current on the energy transition and its implications.
In this episode, S&P Global Commodity Insights reporter Eklavya Gupte reflects on the outcomes of UN climate conference COP29 in Baku, Azerbaijan in conversation with correspondent Camilla Naschert.
What has been achieved and how did the oil and gas nation do as a host?
Subscribe to Energy Evolution to stay current on the energy transition and its implications.
The UN Climate Change Conference took place against a backdrop of escalating geopolitical tensions and political divisions, yet it marked a significant step forward for carbon markets. For the first time in nearly a decade, nations reached a consensus on the rules for international carbon trading under Article 6 of the Paris Agreement.
World leaders also set new climate finance targets, with developed countries taking the lead in channeling at least $300 billion a year to developing countries by 2035, but many developing countries left the talks unimpressed.
In this episode, Eklavya Gupte, Roman Kramarchuk, Jonty Rushforth, and Ivy Yin analyse these key developments and explore their implications for climate policy, carbon markets, and the wider energy transition.
Links: Interactive: Platts Carbon Price Explorer
In this episode of the Energy Evolution Podcast, host Taylor Kuykendall discusses climate litigation with legal experts Hannah Weisman, a professor of law at Penn State University, and Phil Goldberg, special counsel with the Manufacturers Accountability Project.
Weisman argues that litigation is a crucial avenue for accountability in the face of legislative inaction on climate change, while Goldberg contends that courts lack the tools to effectively address broader policy issues and that litigation may divert attention from meaningful legislative solutions. The conversation highlights the differing perspectives on the role of the judiciary in climate action, with Weisman emphasizing the urgency of the crisis and Goldberg cautioning against using the courts as a primary mechanism for policy change.
Subscribe to Energy Evolution to stay current on the energy transition and its implications.
In the latest episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall analyze the energy transition implications of Donald Trump's return to the presidency and the Republican control of Congress.
They discuss potential shifts in energy policy, including anticipated deregulation that may benefit traditional energy sources while slowing the momentum for renewable initiatives. Key topics include the future of the Inflation Reduction Act, the outlook for offshore wind projects, and the evolving landscape for hydrogen and nuclear energy.
Subscribe to Energy Evolution to stay current on the energy transition and its implications.
In this episode of the S&P Global Commodity Insights Energy Evolution podcast, host Taylor Kuykendall interviews J. Clay Sell, the CEO of X-energy, a company focused on advanced small modular nuclear reactors (SMRs).
X-energy is pioneering a new generation of nuclear technology that promises safer, more economical, and more efficient power generation. The episode follows the announcement of a recent $500 million Series C financing round led by Amazon. The two companies aim to develop over 5 GW of SMR power projects across the U.S. by 2039. The discussion covers the potential of SMRs, the importance of government support and the challenges of deploying this technology.
Subscribe to Energy Evolution to stay current on the energy transition and its implications.
In this episode of the Platts Future Energy Podcast, Gary Clark hosts downstream oil news managing editor Robert Perkins and head of aviation research James Simpson as they unpack the evolving landscape of jet fuel markets amid significant geopolitical and economic shifts.
From the pandemic's lingering effects on demand to the impact of the Russian-Ukraine conflict and Middle Eastern tensions, supply chains for jet fuel are under scrutiny.
Talking points range from the rise of Sustainable Aviation Fuel (SAF) and its potential to reshape the future of aviation, to the challenges posed by refinery closures and the need for strategic policy support. Join us for insights into the intricate balance of supply and demand in the aviation sector and what lies ahead for jet fuel markets.
Related: Sustainable Aviation Fuel CIF NWE $/mt Biofuels news
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
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 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.
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.
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.
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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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
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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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.
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
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
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)
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
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)
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
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?
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:
- Platts Household Devices Current Year CNHDD00
- Platts Nature-based Avoidance Current Year ANBAA00
- 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.
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
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
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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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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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.
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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.
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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
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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.
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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.
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
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
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
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
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.
Related price assessments: 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
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
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
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.
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)
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.
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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.
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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.
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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
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
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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.
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.
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.
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.
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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.
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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.
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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?
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.
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.
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.
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.
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
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 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.
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
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
Stationary storage takes the stage in the November edition of S&P Global Platts Battery Metals podcast. Senior pricing specialist Emmanuel Latham is joined by Felix Maire, lead analyst on US and European Power Storage markets at Platts Analytics, to discuss the major drivers on this growing...
In this month’s Battery Metals podcast, regional manager Marcel Goldenberg talks to Mark Preston, Team Principal of the Techeetah Formula E racing team, about battery technology and innovation in the world of electric vehicle racing and its possible applications to the everyday use of EVs, as...
Nickel prices have been strong since mid-July, aided by Indonesia's plan to move forward on its ban of unprocessed ore exports beginning in 2020, as well as global supply issues. Three-month nickel prices reached a year-to-date high in September. S&P Global Platts editors Marcel Goldenberg,...
Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways. The bearish price trend triggered different strategies among some of the major worldwide producers, but which of them is more likely to succeed? And how...
S&P Global Platts Battery Metals Podcast brings its focus back to China, the world's largest producer of new energy vehicles and the largest consumer of battery raw materials. In this episode, Platts commodity associate Melvin Goh and metals associate editor Joyce Zhang examine the impact of...
As technology evolves, several researchers are trying to identify the game-changer that could disrupt lithium-ion technologies in the battery space by being more cost effective and delivering longer driving ranges. The low price and high energy density of the potassium-ion technology has brought...
Lithium-ion battery manufacturers are in a quest to develop new, more efficient cathodes -- such as NCM 811—featuring higher energy density which allows electric vehicles to drive for longer distances. In addition to the cathode, there are several other areas of study being researched...
Despite some production issues related to heavy rains in South America, lithium production is expected to keep growing faster than demand this year, especially in the case of lithium hydroxide. S&P Global Platts pricing analyst Marcel Goldenberg in London and battery metals pricing specialist...
China plays a crucial role in the global electric vehicles industry. It consumes more than half of the world's battery raw materials. In this podcast, editor Joyce Zhang and analyst Lucy Tang take a look at the rapid growth of new energy vehicles in China as well as the demand and supply of metals...
S&P Global Platts global market and methodology specialist Marcel Goldenberg, battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and cobalt supply. High anticipated demand has seen the 'much...
S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019. Glencore’s recent announcement...
S&P Global Platts Battery Metals podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. Platts looks at chargers for electric vehicles and the East vs West battle about which technology will become...
S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks at Gigafactories and why Europe seems to be the next hotbed for these to be...
S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chinese electric vehicle subsidies that came...
S&P Global Platts Battery Metals Podcast series continues, tracking the most-followed topics in the market. In this edition, Platts looks into lithium and how mining techniques differ for one of the lightest metals in the world. The podcast sheds light on what brine and spodumene are, where and...
Battery technology appears to be driving towards the 8:1:1 nickel-cobalt-manganese format from the currently used 6:2:2 version, but with nickel prices a third of what they were at the beginning of the decade, investment into nickel projects has been limited and poses the question of whether the...
Battery metals, the electric vehicle revolution and protectionism versus free trade dominated discussions at this year's FT Commodities Global Summit in Lausanne, Switzerland. But like any gathering of the commodities industry's biggest players, oil pricing and the outlook for energy weren't too...
Battery metals markets continue bullish, recent industry events have shown, but with concerns in both the lithium and cobalt camps. In the first of S&P Global Platts’ monthly podcasts on battery metals, Marcel Goldenberg, markets and methodology development, metals, talks to Diana Kinch...