Energy Evolution: Recent Episodes
S&P Global Market Intelligence
Energy Evolution is a new podcast from S&P Global Market Intelligence that explores the ways the energy industry is changing. Co-hosts Dan Testa, Allison Good and Taylor Kuykendall spend each episode talking to leading experts from the energy and finance fields and breaking down the trends that the policy makers, traders and industry professionals needs to know about. The team uses the reporting firepower and data resources of Market Intelligence to tackle the big issues of the day and changes on the horizon. Dan, Allison and Taylor are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors.
In April 2026, the European Commission adopted interim guidance stipulating that solar and battery storage projects using inverters or power conversion systems sourced from high-risk countries would be ineligible for EU funding, citing concerns over cybersecurity and grid resilience. Among the affected countries is China, Europe's dominant supplier of clean energy technologies.
In this episode of Energy Evolution, host Eklavya Gupte is joined by Lena Dias Martins, electricity pricing reporter at S&P Global Energy Platts, to explore the implications of this policy for Europe's rapidly expanding solar and battery storage sectors.
They examine how markets have responded, which regions may be most affected, and whether viable alternatives to China-made inverters are available at scale.
The episode features Cormac Gilligan, director of clean technologies and supply chains at S&P Global Energy Horizons, who explains how the restrictions could signal the start of a broader global shift toward greater diversification of clean energy supply chains.
We also hear from Jan Krčmář, executive director of the Czech Solar Association, who shares the industry perspective on the practical challenges facing developers and installers, how the sector is responding to the new requirements, and what the changes could mean for solar deployment across Europe in the years ahead.
On July 14, grid operator PJM released the results of its latest capacity market auction for the 2028-2029 delivery year. Prices hit the federally approved cap of $325/megawatt-day, but the amount of procured capacity came up short of PJM’s reliability requirement by 6.8 gigawatts.
In other words, prices went as high as they were allowed to go but still didn’t incentivize enough generation to meet the reliability requirement PJM wanted. Although PJM has other options to secure that capacity, the results of this latest auction underscore mounting concerns about rising prices and reliability in the region managed by the grid operator, which provides electricity for 67 million people across 13 states. And power demand from data centers is contributing to these issues.
Joining Dan Testa on this episode to talk through some of these issues is Darren Sweeney, a senior reporter at S&P Global Energy. Sweeney interviews Paul Segal, CEO of LS Power, a private independent power producer with a major presence in PJM, and Tanya Peevey, an S&P Global Energy CERA analyst for North American power and renewables.
From his first day in office, President Donald Trump has exerted major shifts in US energy policy during his second term, including opposition to offshore wind projects, extending the lives of coal-fired power plants, withdrawing from climate treaties and war with Iran.
But with the midterm elections approaching, Democrats have an opportunity to regain power in Congress. So how are Democrats talking about energy and selling their own policies to convince voters they can do a better job addressing rising gasoline prices and utility bills? And how will issues like climate change and the Iran war impact campaigns this fall?
In this episode, Dan Testa discusses these issues with Mary Landrieu, a senior policy adviser at Van Ness Feldman LLP and former Democratic US senator from Louisiana, and Scott Segal, a partner at Bracewell LLP and a co-chair of the law firm’s Policy Resolution Group.
Smart technology is rapidly redefining the debate over grid infrastructure. Rather than spending millions on new transformers, transmission lines and generation capacity, a growing consensus suggests the answer lies in using existing resources more intelligently.
In this episode, host Eklavya Gupte speaks with Devrim Celal, Chief Flexibility and Marketing Officer at Kraken Technologies, about how consumer devices are being transformed into virtual power plants managing gigawatts in real time.
Celal explains how Kraken coordinates nearly 8 gigawatts across half a million devices, from utility-scale batteries to home EV chargers, turning flexibility into the new currency of power markets. He discusses why the shift from thermal to renewable generation has created unprecedented volatility, and how time-of-use tariffs and smart optimization are unlocking consumer participation at scale.
The conversation also examines why batteries have become the fastest-growing energy technology globally, and how the dual pressures of electrification and data center growth are forcing a fundamental reimagining of the grid.
Traditionally, European power systems were engineered around a single imperative: survive the winter "Dunkelflaute," those prolonged cold, dark, windless stretches that push demand higher while renewable generation collapses. But rising summer temperatures are dismantling this assumption. Heat waves are forcing a fundamental recalibration of infrastructure investment, operational strategy and market design across the European power sector.
In this episode, host Eklavya Gupte speaks with Parth Goel, power analyst at S&P Global Energy CERA, about how extreme heat is reshaping demand patterns, straining supply and exposing vulnerabilities in the continent's energy infrastructure.
Goel explains why France, not Southern Europe, has emerged as the most price-sensitive region during heat waves, how solar generation creates dramatic price swings between midday troughs and evening peaks, and why Europe is shifting from a winter-peaking power system to a dual-peaking one.
The conversation also examines the compounding effects of drought on Alpine hydro, the thermal stress on nuclear cooling systems, and why summer now demands the same infrastructure planning attention as winter.
The clean energy investment landscape has undergone a fundamental reset. The era of zero interest rates has given way to a more disciplined environment where transmission access and power market fundamentals determine success or failure. In this episode, host Eklavya Gupte speaks with Declan Flanagan, founder and CEO of Bluestar Energy Capital, about how his company is responding to these shifts. Flanagan discusses how power pricing dynamics are reshaping technology choices and why certain markets like Germany are emerging as battery storage frontiers. He also examines how capex inflation, extended interconnection timelines and evolving demand profiles have rewritten the renewables investment playbook.
Every day, power market participants in the Western US must determine how much electricity they need for the following day and where it’s going to come from. In response, California’s grid operator on May 1 launched its Extended Day-Ahead Market, or EDAM, giving power providers a better way to coordinate to find the cheapest electricity.
So how is it going so far? And what does it mean for grid reliability, emissions, ratepayers and power traders? Joining the podcast to address those questions will be Elliott Mainzer, president and CEO of the California Independent System Operator, and Scott Miller, executive director of the Western Power Trading Forum. They are interviewed by Kassia Micek, a reporter for S&P Global Energy who covers Western power markets, who joins co-host Dan Testa to talk about what’s ahead for the region.
Much of the current discussion about nuclear power focuses on advanced technologies, from the potential for nuclear fusion to the development of various designs for small, modular reactors.
But if we ask what new nuclear reactors have been built recently in North America and are up and running? The answer is the two reactors at the Vogtle plant in Georgia, which use Westinghouse Electric’s AP1000 design.
In this episode, Dan Testa interviews Grant Isaac, president and COO of Cameco Corp., a uranium mining and production company that is co-owner of Westinghouse Electric. Isaac says the global nuclear industry is making significant improvements in cost and execution when it comes to building new projects and refurbishing existing reactors – and that the pieces are lining up in the US for utilities to invest in new, large nuclear reactors using Westinghouse’s AP1000 design.
After nearly four months, global commodity markets have shown both vulnerability and resilience amid the unprecedented disruptions caused by the Iran war. The European gas market is no exception. In this episode of Energy Evolution, host Eklavya Gupte examines the paradoxes shaping Europe’s gas outlook.
Gas prices in Europe have surged since the conflict erupted, yet remain far below the panic-driven highs of 2022 following Russia's invasion of Ukraine. Beneath the surface, however, a new set of risks is emerging: gas storage is filling at its slowest pace in years, and the market’s reliance on LNG has left it increasingly exposed to fresh supply shocks.
Matt Hoisch, senior gas and LNG reporter at Platts, part of S&P Global Energy, speaks with Jack Sharples, senior research fellow on the gas research program at the Oxford Institute for Energy Studies, about why prices haven’t reached 2022 crisis levels, what current storage figures mean for winter volatility, and how the gas market’s growing interconnectedness is amplifying uncertainty.
It’s hard to overstate how fast the battery energy storage industry is growing, and the impact that’s having on the power sector. In 2025, US utilities and independent developers added 17.75 gigawatts of large-scale battery storage capacity, up 52% from 2024. Multiple forecasts suggest another 100 GW or more of large-scale battery capacity will come online in the US through 2030.
To the extent utilities and power producers can meet the electricity demand projected to surge in coming years, batteries are going to be critical to the solution, supporting data centers, electric vehicles, domestic factories and other sources of increased load.
In this episode, Dan Testa digs into these trends with Noah Roberts, executive director of the Energy Storage Coalition, and Mateo Jaramillo, CEO of Form Energy, a company building and deploying long-duration batteries using innovative iron air technology.
The growth of data centers, and the amount of electricity expected to be required to meet that demand, is probably the biggest issue in the US power sector.
US grid power supplied to hyperscale, leased and crypto-mining data centers reached about 64.4 gigawatts in 2025, nearly tripling since 2020. And that growth is accelerating.
In this episode, host Dan Testa speaks with Brandon Oyer, head of energy and water for the Americas at Amazon Web Services. Oyer breaks down what he describes as misperceptions regarding the water and power impacts of data centers, the ways in which many people rely on data centers without realizing it and how AWS works with utilities to develop new projects.
In this episode, host Eklavya Gupte sits down with Marijn van Diessen, CEO of STX Group, one of the world's leading environmental commodity traders.
The conversation explores Europe's strategic pivot toward domestic energy sources, the explosive growth potential of biomethane as a gas substitute, and the surge in demand for renewable certificates driven by AI data centers — alongside the challenge of creating liquid markets for products that exist only as digital attestations.
Van Diessen explains both the parallels and distinctions between environmental and traditional energy trading. Like oil and gas, environmental commodities require logistics, storage and physical infrastructure. But unlike fossil fuels, they're far more sensitive to regulatory shifts — where a single policy change can trigger volatility as dramatic as any geopolitical shock.
In this episode, host Eklavya Gupte explores how the war in the Middle East has exposed Asia's deep reliance on fossil fuels while also accelerating the region's energy transition.
Ruchira Singh, energy transition editor at Platts, part of S&P Global Energy, speaks with Nobuo Tanaka, chair of the steering committee at the Innovation for Cool Earth Forum and former executive director of the International Energy Agency, about the emerging dynamics between petrostates and electrostates, and where Asia stands on the threshold of its energy future.
Echoing the 1970s oil shocks that gave rise to the LNG market, Tanaka believes this crisis will spark another tectonic shift, elevating renewables to the mainstream and fast-track Asia's electrification.
From faster electric vehicle adoption to expanding low-carbon hydrogen trade and strengthened regional collaboration, Asia is poised to respond with a decisive shift toward cleaner, more resilient energy systems, he says.
The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's invasion of Ukraine triggered an energy crisis that forced governments to scramble for solutions. But this time, something is different.
In this episode of Energy Evolution, host Eklavya Gupte speaks with Alex Blackburne, senior reporter at S&P Global Energy, who recently sat down with Miguel Stilwell d'Andrade, CEO of Portugal's EDP — one of Europe's largest utilities and a major player in renewable energy.
Stilwell d'Andrade explains why Europe's power system is more resilient now than it was four years ago, driven by the region's massive expansion of wind, solar and storage. But progress hasn't been uniform, and the EDP CEO argues that consistent policy execution, as opposed to new measures, is what Europe needs most to secure its energy independence.
The EU's methane emissions framework has drawn pushback from major gas producers and industry groups, warning that critical implementation details remain undefined even as a key 2027 regulatory deadline looms.
In this episode of Energy Evolution, host Eklavya Gupte asks whether Europe's methane regulation will set a new global standard for climate accountability or trigger an energy crisis by impacting long-term contracts and reshaping global gas trade flows.
Desmond Wong, global lead for low-carbon gas pricing at Platts, part of S&P Global Energy, interviews two experts on the legislation's far-reaching implications.
First, Doug Wood, gas committee chair at Energy Traders Europe, explains the commercial realities facing importers: unclear penalties, missing verification standards, and the regulatory gaps that could prevent companies from signing new supply deals.
The conversation then turns to Max Mucenic, senior principal emissions analyst at S&P Global Energy Horizons, who breaks down the technical challenge of measuring methane across complex supply chains and discusses why wide variations could determine which suppliers win or lose access to European markets.
Chris Womack is chairman, president and CEO of Southern Company, one of the largest investor-owned, regulated utility holding companies in the US. Its electric and gas subsidiaries serve more than 9 million customers in Alabama, Georgia, Illinois, Mississippi and Tennessee.
In this episode, co-host Dan Testa sits down with Womack to discuss the many issues facing the US power industry, including how utility capital spending impacts affordability, federal loan guarantees, coal-fired power plant extensions, as well as rising power demand forecasts driven by data centers and AI.
The development of data centers, many of which are to enable the growth and widespread use of powerful AI applications, is one of the key drivers of steeply increasing electricity demand forecasts in the US and around the world.
But while the power industry is working to supply electricity needed by large tech firms, it is also using AI technology to improve its own operations. In this episode, Dan Testa speaks with experts and executives about how utilities, large industrial facilities and energy companies are using AI, and what’s ahead.
Joining this episode are Morgan Scott, vice president of global partnerships and outreach at the Electric Power Research Institute; Honeywell Process Automation President and CEO Jim Masso; and Amit Narayan, co-founder and CEO of GridCARE.
Russia's invasion of Ukraine has fundamentally reshaped its energy sector, with oil and gas exports diverted from Europe to Asia while soaring military spending strains the state budget.
The war has stalled Russia's decarbonization plans and reduced investment in cleaner energy projects. But with climate change impacts increasingly visible across Russia's vast territory, the question looms: How will Moscow adapt its energy infrastructure? And what potential exists if the government shifts priorities toward energy adaptation?
In this episode of Energy Evolution, host Eklavya Gupte and Rosemary Griffin, managing editor at Platts, part of S&P Global Energy, examine how geopolitical conflict and climate realities are creating a crossroads moment for one of the world's largest energy producers.
First, Tatiana Mitrova, fellow at Columbia University's Center on Global Energy Policy, explains how the war in Ukraine is affecting Russia's energy strategy and why the country's enormous renewable energy potential remains largely untapped.
The conversation then turns to Eoin Quill, researcher at Climate Analytics, who puts Russia's greenhouse gas emissions in global context, examines its role as a carbon sink, and explores how the rapidly warming Arctic could alter the country's energy infrastructure and export capabilities.
Ernest Moniz was the 13th US secretary of energy, serving from 2013 to January 2017. During his tenure he was part of the team, along with then-Secretary of State John Kerry, that negotiated the 2015 Iran nuclear agreement. Moniz currently serves as founder and CEO of the EFI Foundation, a nonprofit dedicated to supporting the transition to a low-carbon energy future.
In this episode, Dan Testa speaks with Moniz on the sidelines of the CERAWeek by S&P Global conference in Houston, to hear the former secretary’s perspectives on the current war with Iran and the impacts on oil and gas markets, as well as how the conflict could accelerate adoption of other forms of energy. Moniz also weighs in on steeply rising US power demand forecasts, which new energy technologies hold promise and possible “bumps in the road” for the energy transition.
This episode also features information about the Platts Global Power Markets Conference, scheduled for April 13-15 in Las Vegas. Click here to register or learn more about the conference.
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The EU Emissions Trading System is facing its greatest test yet. European leaders and companies are sounding the alarm, warning that high carbon prices are undermining the bloc's industrial competitiveness and threatening to drive manufacturing offshore.
In this episode of Energy Evolution, host Eklavya Gupte examines what's driving the turbulence in Europe's carbon market and what it means for the bloc's energy transition.
First, Irina Breilean, carbon price reporter at S&P Global Energy Platts, explains how political pressure from member states has dragged EU Allowance prices down by almost Eur30/mtCO2e in recent months.
The conversation then turns to Julia Michalak, EU policy director at the International Emissions Trading Association, who breaks down the ETS reforms now under consideration: extended free allocations, the modified Market Stability Reserve, and why industrial competitiveness concerns are dominating the climate policy debate in Brussels.
Eklavya also speaks with Pedro Barata, associate vice president for carbon markets and private sector decarbonization at the Environmental Defense Fund, who offers a perspective on the political economy of carbon pricing and how the EU's Carbon Border Adjustment Mechanism is evolving from a climate tool into an instrument of industrial policy -- with major implications for global trade.
Measuring and reducing upstream methane emissions is critical for US gas producers, particularly as they look to export their product to markets like Europe and Asia, and as the tech industry turns to gas as a key solution to its voracious power demand.
In this episode, from the CERAWeek by S&P Global conference in Houston, co-host Dan Testa talks with Courtney Loper, head of government relations and public affairs for EQT Corp., one of the largest US gas producers and pipeline operators, about the steps the company has taken to improve methane measuring. Also joining the episode is Ben Webster, director of policy at MiQ, a nonprofit providing data and certifications to understand and reduce methane emissions.
When it comes to advanced nuclear generation, most North American power producers are in the study and development phases. But Ontario Power Generation is currently constructing the first of four small modular nuclear reactors at its Darlington facility, with the first 300-MW unit scheduled to complete construction and connect to the grid by 2030. The other three reactors are scheduled to be complete in the mid-2030s, totaling 1,200 MW of firm capacity from advanced nuclear reactors.
In this episode, Dan Testa speaks with OPG President and CEO Nicolle Butcher, from the sidelines of the CERAWeek by S&P Global conference in Houston, about the state of the advanced nuclear project so far, how OPG selected this reactor design and why public power providers, like OPG in Canada and the Tennessee Valley Authority in the US, are taking the first steps to build advanced nuclear generation in North America.
The closure of the Strait of Hormuz was long considered one of the energy market's great hypotheticals -- until it became a reality. In this special CERAWeek series episode of Energy Evolution, host Eklavya Gupte sits down with Dave Ernsberger, president of S&P Global Energy, to examine what may be the most significant energy supply disruption ever and how it's forcing a fundamental redrawing of the global energy map.
With around 20% of the world's oil and LNG usually passing through this key chokepoint, the impact has been asymmetrical and severe -- India faces LPG shortages, Asian refiners are struggling with profitability, and fuel supplies are tightening sharply.
The conversation also explores how this crisis is accelerating a structural shift in energy markets, particularly East of Suez, where the energy trifecta of affordability, security and sustainability has been upended.
Ernsberger also looks at how the conflict is intersecting with the AI and data center boom -- creating inflationary pressures that reach from the Middle East to different states in the US.
Carbon accounting — the math of how emissions are calculated, reported and compared — is poised to move to the forefront of global trade and energy markets.
Three critical developments in 2026 are forcing action: the implementation of the EU's Carbon Border Adjustment Mechanism, revisions to the Greenhouse Gas Protocol, and new industry-driven product-level carbon accounting efforts.
In this episode, host Eklavya Gupte explores why harmonizing carbon accounting matters now, what's at stake, and how the commodity industry is responding to the urgent need for standardized, comparable emissions data.
The discussion features S&P Global Energy Horizons analysts Kevin Birn, head of carbon research and the center of emissions excellence; Roman Kramarchuk, head of integrated narratives and policy analysis; and James Salo, head of partnerships and strategic initiatives.
California utility PG&E is studying the impacts of electrification to understand and prepare for a future grid with high levels of distributed energy resources, and significantly higher power demand.
But although PG&E expects to spend about $25 billion by 2040 on grid upgrades, the distribution portion of customers’ electric bills could decrease up to 25% over that period as added revenue from increased power usage more than covers the investment costs.
In this episode, host Dan Testa speaks with Quinn Nakayama, PG&E’s senior director of grid research, innovation and development, about this process and how the utility is deploying technology to make electrification easier for customers, particularly by lowering the cost of upgrades necessary to charge electric vehicles at home.
For several years, Iran, Venezuela, and Russia have relied on a sprawling network of aging tankers—known as the shadow fleet—to keep their oil flowing despite Western sanctions. Now, the EU is proposing its most aggressive move yet: a sweeping ban on maritime services that could cut off insurance, brokerage, and port access for vessels carrying Russian crude.
This comes at a time when the Venezuelan shadow fleet has largely been replaced by mainstream tanker operators, while the US continues to impose new restrictions on Iranian vessels. Both developments raise fresh questions about the future of these rogue tankers.
In this episode of Energy Evolution, host Eklavya Gupte explores whether the shadow fleet can survive tighter sanctions and what the consequences might be for global energy security, trade flows, and environmental safety.
Joining the conversation are Kelly Norways and Max Lin, two journalists from Platts, part of S&P Global Energy, who have been tracking the shadow fleet's evolution over the past few years. They break down the mechanics of this shipping network, explain how the EU's proposed ban differs from the price cap system, and reveal the growing risks posed by a fleet of vessels operating outside international safety standards.
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The European Hydrogen Bank is meant to be Europe’s big enabler for large-scale renewable hydrogen production, so why did the EU’s second auction fail to deliver on its promise?
In this episode of Energy Evolution, host Eklavya Gupte speaks with James Burgess, senior reporter at S&P Global Energy Platts, and Matthew Hodgkinson, senior principal analyst at S&P Global Energy Horizons, who explain why so many projects withdrew from the auction process and explore what’s next for the EU’s flagship model for kick-starting the green hydrogen sector.
Our experts assess the challenges facing the nascent market and take a look at other recent developments across the region, including the latest from the H2Global import auctions and how the EU’s Carbon Border Adjustment Mechanism is affecting hydrogen trade.
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Offshore wind once looked like a natural play for oil majors: big offshore projects, complex engineering, and familiar operating conditions. But as costs and interest rates have risen, the sector’s economics have started to clash with the companies’ return expectations. This has revealed a business model where capital is invested upfront, payback is slow, and the competitive advantage often lies in power market and contracting expertise, rather than just offshore execution.
In this episode, host Eklavya Gupte is joined by Alex Blackburne, senior reporter at S&P Global Energy, to unpack the shifting strategies of European oil majors in offshore wind. We also hear from Julio Dal Poz, managing director in the energy transition practice at FTI Consulting, who explains why offshore wind has proven to be a challenging fit for companies accustomed to quicker returns and greater upside potential.
As AI-driven electricity demand surges and companies race to decarbonize, environmental commodity markets are growing swiftly.
Host Eklavya Gupte interviews John Melby, CEO of Xpansiv, who provides insight into what it takes to create the digital trading infrastructure for markets ranging from carbon credits to renewable energy certificates and power purchase agreements.
We also hear from Marie-louise du Bois, director for energy transition price reporting at Platts, part of S&P Global Energy, who discusses the challenges of pricing these evolving markets — from the simultaneous fragmentation and convergence of carbon markets to the rise of biomethane and even nuclear certificates.
The discussion also covers how large corporates are managing their carbon footprints as they build AI infrastructure and why carbon-differentiated commodities could reshape global trade.
Greenland has suddenly emerged as a focal point in the global competition for critical minerals and energy. This episode explores the Arctic island's strategic importance through conversations examining how resource competition and geopolitics are converging in one of Earth's most remote locations.
Host Eklavya Gupte speaks with Kip Keen, senior reporter at S&P Global Energy, on Greenland's mineral potential and the sobering realities facing companies that have invested there.
Euan Sadden, senior editor at S&P Global Energy, interviews Jørgen T. Hammeken-Holm, deputy minister at Greenland's ministry of business, mineral resources and energy, about the regulatory environment and investor response to growing interest in the island's mineral wealth.
Euan also speaks with Nicolas Jouan, a defense and security analyst at RAND, who explains why Greenland has become such a strategic focal point in a new era of resource security.
In this episode, host Eklavya Gupte examines how the copper market is facing an unprecedented supply crunch driven by the accelerating pace of electrification.
Patricia Barreto, senior principal analyst from the metals & mining research team at S&P Global Energy CERA, breaks down the numbers behind copper's critical role in the energy transition and sheds light on why copper prices soared to record highs in January.
Eric Saderholm, managing director of exploration at American Pacific Mining Corp., explains the on-ground realities of bringing new copper supply online and discusses how recent policy changes are affecting the industry.
The conversation also covers China's dominance in smelting capacity, US critical mineral policies, and why the industry's ability to scale production will determine whether the global energy transition succeeds or stalls.
The nature-based carbon removals industry is undergoing a scientific and technological transformation to restore credibility in the voluntary carbon market.
In this episode, host Eklavya Gupte speaks with Santiago Canel Soria, senior price reporter at S&P Global Energy Platts, about how project developers are deploying advanced monitoring systems and rigorous methodologies to address past market challenges as corporate buyers demand higher integrity offsets.
Santiago speaks with Saif Bhatti, CEO of Renoster, and Christopher Kilner, head of biosphere science at Isometric, who explain how scientific advances and risk-management strategies are establishing nature-based removals as a credible, scalable, and cost-effective pillar of the VCM.
The discussion covers the role of insurance in carbon markets, the challenge of operationalizing rigorous science at scale, and why nature-based solutions remain essential for corporates with net-zero targets.
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One year into his return to the White House, President Donald Trump is exerting a major impact on the US energy landscape. With policy direction shifting rapidly, the administration’s moves on fossil fuels, regulation and geopolitics are already rippling through markets, supply chains and long-term energy transition plans.
In this episode, Dan Testa is joined by Jasmin Melvin, senior editor at S&P Global Energy and head of The Energy Daily, to address whether the US is headed for a renewed fossil-fuel boom, what that means for clean energy, and whether there is still room for a durable, balanced energy strategy in the years ahead.
Jasmin spoke with Maya Weber, senior editor at S&P Global Energy, to break down the most consequential policy shifts so far. The conversation then turns to industry and market impacts, with Dustin Meyer, senior vice president at the American Petroleum Institute, and JC Sandberg, chief policy officer at the American Clean Power Association.
President Donald Trump's federal budget bill, signed in July 2025, accelerated the end of the Section 25D residential clean energy tax credits in the US, which had been previously set to extend into the mid-2030s. With the sunsetting of the Section 25D tax credit at the end of 2025, the US residential solar sector must once again adapt to dramatic shifts to the tax credit landscape, a phenomenon known as the "solar-coaster."
For this episode, Dan Testa spoke with Platts renewable energy reporter Kirsten Errick, who covers US solar, about what this could mean for US residential solar. Kirsten interviewed Cinthya Peña, a renewables market analyst at S&P Global Energy Horizons, and Maheep Mandloi, director of clean energy equity research at Mizuho Americas, who shed light on how this tax credit cliff could alter the market.
US power prices are climbing, pushing utilities to the forefront of a national debate over the cost of living. Demand for electricity is growing, and is set to accelerate as tech companies race to build massive data centers to support AI and other technologies. These trends have power providers, regulators and grid operators scrambling to accommodate and prepare.
So what can we see expect to see in the US power and utility sector in 2026? In this episode, Dan Testa speaks with Travis Miller, a senior financial analyst at Morningstar Securities Research, and Sam Huntington, research director on the North American power team for S&P Global Energy CERA, to get their perspectives.
The discussion digs into the factors driving power prices, utility capital expenditure plans topping $1 trillion, the outlook for renewable power and gas plants in key markets, and how AI is drawing a different kind of investor to utility stocks.
In this episode of Energy Evolution, host Eklavya Gupte explores the seismic shift transforming America's electricity landscape as artificial intelligence drives unprecedented power demand after years of flat growth.
The discussion features Benjamin Levitt, associate director of research and analysis for gas power and energy futures, and Christopher Wilfong, director of North America power and renewables consulting, both at S&P Global Energy CERA. They talk about the infrastructure challenges facing the power sector while addressing concerns about grid reliability, impact on electricity prices and the potential for an AI bubble reminiscent of the dot-com era.
Eklavya also speaks with Tom Falcone, CEO of the Large Public Power Council, who reveals how utilities handle gigawatt-scale requests from tech giants and explains the critical challenge of ensuring rapid load growth doesn't compromise affordability for existing customers.
The conversations examine how utilities, caught off guard by the AI boom, are grappling with the stark reality of needing to double grid capacity in some regions within a decade, while navigating supply chain bottlenecks, permitting delays, and the critical question of who pays for this massive infrastructure expansion.
In this episode of Energy Evolution, host Eklavya Gupte explores how energy traders are turning to sophisticated weather analytics for a competitive edge.
From weather derivatives to advanced AI-enhanced weather models, these tools are becoming more sophisticated by the day.
The discussion features insights from two of Munich Re's weather derivatives specialists, Theresa Kammel and Pierre Buisson, who shed light on how the energy industry is increasingly using this market to hedge against weather-related financial risks, especially in the renewables space.
Eklavya also speaks with Sean Kelly, CEO of energy forecasting company Amperon, about how AI is transforming weather analytics and reshaping how traders anticipate electricity demand, renewable generation and power prices.
The European hydrogen industry has experienced a turbulent 2025, with project delays and cancellations dominating the headlines. But the data tells a more nuanced story, with large volumes of projects starting construction. In this episode, senior energy transition reporter James Burgess speaks to Christian Stuckmann, Uniper’s head of hydrogen business development, and Shell president for hydrogen Andy Beard to discuss the complexities of the nascent energy transition sector. They examine the challenges facing the industry and explain how they have been able to progress projects despite headwinds from policy delays and demand uncertainty, with the refining industry emerging as a leader in the green hydrogen space.
Nuclear power is back in vogue, with shuttered reactors being restarted, existing plants having their operating lives extended and a growing market of new companies racing to build advanced reactor designs. But questions persist about whether the nuclear industry can execute to deliver these generation projects on schedule and on budget in an era of rapidly rising power demand.
In this episode, Dan Testa discusses these trends with Platts reporter Abbie Bennett and Bill Freebairn, Platts associate director of price reporting for nuclear fuels. Also joining the episode are Adam Stein, a nuclear analyst at the Breakthrough Institute, as well as Drew Marsh, CEO of Entergy Corp. and the new chair of the Nuclear Energy Institute.
The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for power.
In this episode, host Eklavya Gupte sits down with Javier Cavada, president and CEO for EMEA at Mitsubishi Power, to examine how AI's demand for 24/7 power has created multi-year waiting times for new gas turbines.
The conversation explores the far-reaching implications of this boom: tech giants are building dedicated gas-fired plants for data centers, developing nations face turbine shortages, and manufacturers struggle to meet unprecedented demand. Cavada reveals that his company is already discussing projects for 2031-2032, highlighting the unprecedented scale of current demand.
India's energy transition story can be vividly seen through the lens of one of its most established utilities, Tata Power, which has shifted from a long-standing reliance on coal to become an integrated renewable energy company aiming for a 70% clean power capacity mix by 2030.
In this episode, S&P Global Commodity Insights editor Ruchira Singh interviews Tata Power CEO and managing director Praveer Sinha on India's ambitious plan to install 500 GW of non-fossil fuel-based power capacity by the end of the decade.
In a wide-ranging conversation, Sinha discusses critical infrastructure challenges — from land acquisition hurdles to transmission bottlenecks — and explains how Tata Power plans to deliver 24/7 renewable energy through integrated solar, wind, pumped hydro and battery storage solutions.
The energy policy of Europe's largest economy, Germany, is the focus of this week's episode.
The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion.
Andreas Franke, editorial lead at S&P Global Commodity Insights, and Henning Gloystein, managing director of energy, climate & resources at Eurasia Group, examine how revised projections could alter Berlin's solar and wind expansion targets, and reshape the country's path to 80% renewable power by 2030.
The conversation delves into the challenges facing German industry amid high energy costs and questions whether the country's 2045 climate targets remain realistic, given its planned reliance on gas-fired power generation.
Franke and Gloystein also discuss how this recalibrated approach signals broader challenges facing the global energy transition, and they debate whether similar "reality checks" may be needed across other European nations.
In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Donald Trump's second presidential term.
As the US pivots toward fossil fuel expansion and rolls back clean energy initiatives, Europe is recalibrating its energy transition pace amid mounting concerns about economic competitiveness and affordability.
The discussion features Laurent Ruseckas, executive director of gas, geopolitics and finance, and Coralie Laurencin, director of European gas, power and carbon policy, both at S&P Global Commodity Insights.
They examine Europe's pushback on climate regulations, implementation challenges facing the EU's methane rules and the carbon border adjustment mechanism, and how surging US LNG supplies could strengthen transatlantic energy ties.
In this episode of Energy Evolution, host Eklavya Gupte examines the rising concerns among EU member states about the upcoming Emissions Trading System 2 (ETS2), set to launch in 2027.
Worries are growing that ETS2 -- encompassing road transport, buildings, and small businesses -- could lead to substantial increases in energy prices, highlighting the complex interplay between ambitious climate objectives and economic realities.
Eklavya also interviews Jason Ying, Commodity Desk Strategist at BNP Paribas, who provides insights into how this new carbon market may influence inflation rates and residential gas prices across the EU.
Links:
EU Emission Allowance Nearest-December EADMP00 Dutch TTF Eur/MWh Month Ahead GTFTM01
While 2025's energy headlines have focused on trade wars and geopolitical turmoil, the market for International Renewable Energy Certificates (I-RECs) has seen a dramatic surge in demand, signaling a fundamental shift in corporate sustainability strategies.
In this episode, host Eklavya Gupte sits down with Vittoria Morini, global I-RECs lead at S&P Global, and Fatemeh Zahedi, senior price reporter, to discuss some of the big trends behind the recent expansion of this voluntary market.
The conversation also explores seasonal price dynamics, the growing appetite in emerging economies, and how supply chain issues and 24/7 carbon-free energy matching could define the future of clean energy procurement.
Links:
I-REC Turkey Wind Current Year ATKYE00 I-REC Brazil Hydro Current Year ACERH00
Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior gas and LNG news reporter, and Roudy Dirani, managing editor for European natural gas pricing, to explore what could be a volatile few months as Europe faces its first winter without pipeline Russian gas supplies.
With EU storage levels slightly below recent historical averages, the discussion examines key factors driving supply-demand fundamentals, including geopolitical tensions, new LNG capacity additions, and evolving trade relationships.
Links:
Dutch TTF Eur/MWh Month Ahead GTFTM01 Dutch TTF Eur/MWh Day Ahead GTFTX00 LNG Japan/Korea DES Spot Cargo AAOVQ00 INFOGRAPHIC: LNG and gas markets navigate a world in transition
In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions.
The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European utilities are adapting their net-zero strategies amid evolving political and economic realities.
Rives sheds light on how some US utilities are increasingly backtracking on their green pledges and adjusting their messaging to align with the Trump administration's "American energy dominance" agenda.
Meanwhile, Blackburne discusses how European utilities are maintaining their emissions targets even as they scale back investment plans due to macroeconomic headwinds.
In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Global Commodity Insights, about the current state of the US coal industry. Although the sector has experienced a significant decline in its share of electricity generation over the past several decades, recent data indicate a resurgence in production compared to last year.
This uptick in coal production coincides with the Trump administration's rollout of several policies and initiatives that favor the coal industry, igniting optimism among coal miners regarding the potential to meet rising electricity demand. However, Taylor cautions that the industry faces several challenges under the current administration, including ongoing trade tensions with key partners. He also highlights long-term forecasts indicating that while coal may see short-term gains, demand could contract again in the coming years due to competitive natural gas prices and the continued expansion of renewable energy sources.
Links: CAPP rail (CSX) OTC CAKM001 PRB 8,800 OTC CTAM001 Low Vol HCC AAWWR00 FOB Baltimore CUATB04
In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new market dynamics in the world of marine fuels. Under FuelEU Maritime, which took effect from Jan. 1, 2025, ships calling at European ports have a mandate to cut greenhouse gas intensity by 2% this year from 2020 baselines, escalating to 80% by 2050. Host Eklavya Gupte speaks with Chris To, lead specialist in alternative fuels pricing at S&P Global Commodity Insights, about how the maritime industry is adapting to these regulatory changes. To also explains how the policy is spurring innovative compliance trading strategies, including the banking and pooling of surplus credits between compliant and noncompliant vessels.
As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to take place Sept. 25–26 in New Delhi — is set to bring together the nation's decision-makers and industry experts to examine the regulatory frameworks, investment opportunities, and technological innovations shaping India's hydrogen economy. The event will also address the critical challenges and opportunities defining the sector's trajectory. From the National Green Hydrogen Mission's implementation to emerging trade dynamics and project financing strategies, the event is set to provide strategic insights essential for navigating India's evolving hydrogen landscape.
Sambit Mohanty, Asia Energy Editor, discusses some of the key themes with Dave Ernsberger, co-president of S&P Global Commodity Insights, and R. K. Malhotra, president of the Hydrogen Association of India. What are the steps needed to bring transparency to a market that would ultimately drive efficiency and bring down cost over time?
Seen by hundreds of thousands, Swedish utility Vattenfall’s expletive-laden campaign with Hollywood icon Samuel L Jackson asks the question: Offshore wind farms, yes or no?
On this week’s episode of Energy Evolution, Vattenfall’s head of brand Monica Holmvik Persdotter explains the process behind the campaign and how the utility thinks about public discourse regarding the technology.
Effective communication and local engagement have tangible impact on green-lighting new offshore wind projects, David Bidwell, professor of Marine Affairs at the University of Rhode Island in the US, told correspondent Camilla Naschert.
Audio clips sourced via European Commission and Vattenfall AB.
In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on encouraging the transition to electric vehicles. With states varying wildly in their interest and support in electric vehicles and charging infrastructure, what will happen to the deployment of lower-carbon transportation in the country during the current president's term?
Host Taylor Kuykendall discusses the issue with Daniel Weeks, energy transition reporter for S&P Global Commodity Insights; Suzanna Massingue, low-carbon transportation analyst at Commodity Insights; and Alan Collins, director of the division of resource economics and management at West Virginia University. What do the administration's budget bills mean for the trajectory of EVs and how might states react? Tune in to learn more.
In this episode, Commodity Insights analysts Tiffany Wang and Cinthya Pena explain the implications of the One Big Beautiful Bill Act for US renewables supply chains and project development.
The OBBBA was a sweeping budget reconciliation bill which US President Donald Trump signed on July 4. Cuts to the tax credit regime introduced in the Inflation Reduction Act will effectively curb the bill’s 45Y and 48E clean electricity production and investment tax credits.
Yet, some US companies remain optimistic for long-term success, senior reporter Garrett Hering lays out on the podcast.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this week’s episode, energy reporters Camilla Naschert and Alex Blackburne explain the ongoing debate around the way in which price zones are divided in Europe’s power markets.
In markets with only one price zone, such as Germany and Britain, widening geographic distances between demand centers and new renewables development are starting to raise questions around grid bottlenecks, redispatch costs and incentives for new renewables.
But there are also political and organizational realities to consider in a potential split, so the answer for regulators and politicians is not straightforward.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments and companies are building critical infrastructure for carbon trading and global climate cooperation.
Host Eklavya Gupte speaks with Gurvinder Bains, Director of Business Development of Environmental Solutions at S&P Global Commodity Insights, who highlights the pivotal role of carbon registries in securing financing and scaling project development under Article 6.
We also hear from Hugh Salway, Senior Director of Market Development and Partnerships at Gold Standard, who shares insights on how countries are increasingly viewing carbon credits as national assets and establishing domestic programs.
The discussion addresses the challenges posed by an increasingly fragmented carbon market and the implications for effective global climate action.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
Links: Platts CEC $/mtC02e PCECA00Platts Household Devices $/mtCO2e CNHDD00 Unlocking the potential of carbon markets: Designing carbon registries for success (white paper) Register for APPEC Carbon Markets Conference
In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure.
Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressures that are emerging from warmer temperatures.
Correspondent Camilla Naschert interviews Brian Motherway, head of the office of energy efficiency and inclusive transitions at the International Energy Agency, on Europe's growing appetite for air conditioning and its impact on EU climate and energy efficiency goals.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
Links: EEX France Fin Baseload power AAOAM00 Platts UK GTMA Baseload power FUKXY01Western Europe endures record June heat stress: EU's climate monitor (subscriber content)
Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise. Surging interest in the technology has recently seen $7.1 billion raised across 50 global fusion startups.
Research timelines appear to be accelerating, Steve Piper, director of energy research at S&P Global Commodity Insights, said on the podcast.
Big Tech is well represented in the investor base due to growing energy demand from datacenters.
Francesco Sciortino, CEO of fusion startup Proxima Fusion, said investors are looking to secure a stake in the market now. "Fusion is not something to tiptoe into," he said on the podcast.
In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself.
They look at ammonia's pivotal role as both a key ingredient in nitrogen fertilizer production and a potential game-changer for clean energy storage and transport.
Hoisch also discusses how the emerging low-carbon ammonia market could nearly double demand for ammonia by 2050, positioning itself as a viable next-generation fuel.
Links: Ammonia CFR Northwest Europe $/mt AMMOC00Ammonia CFR West Coast India ACWCI00 Granular urea FOB Algeria GLUAD00Ammonia FOB US Gulf AFUSG00
In this episode of Energy Evolution, host Taylor Kuykendall speaks with Gerard Barron, CEO of The Metals Co. Barron and his company are looking to mine the ocean floor for metals like cobalt, nickel, and rare earth elements as demand for the materials surges due to the rise of renewable energy technologies and electric vehicles.
Barron discusses the potential of polymetallic nodules found in the depths of the Pacific Ocean, the technology used to mine the ocean and the environmental implications of mining in such delicate ecosystems. The conversation also touches on recent developments in US policy supporting mineral independence and the challenges ahead as the Metals Co. seeks to transition from exploration to commercial recovery.
The global energy transition was already facing headwinds even as trade tensions and geopolitical uncertainty escalated. Supply chain disruptions, elevated interest rates, and persistent inflation have created additional hurdles for renewable projects. But could rising resource nationalism paradoxically accelerate the transition by spurring countries to prioritize domestic renewable energy development?
In this episode, host Eklavya Gupte and Commodity Insights journalist James Burgess explore this complex dynamic with two guests who offer different perspectives.
- Dan Klein, head of future energy pathways at Commodity Insights, explains how nations are recalibrating their energy strategies to balance security concerns with decarbonization goals in an increasingly volatile geopolitical environment.
- Ben Hoff, Societe Generale’s global head of commodity research, argues that the momentum behind the energy transition is unstoppable, and that protectionist measures could nurture domestic renewables sectors despite short-term disruptions.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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.
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.
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.
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.
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.
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 Energy Evolution, host Taylor Kuykendall engages with CEOs Jimmy Brock of CONSOL Energy and Randall Atkins of Ramaco Resources to discuss the evolving role of coal in the energy landscape.
Although coal's share of US electricity generation has declined significantly, both executives argue that coal remains vital, particularly in steel production. They explore coal's diversification into new markets, including rare earth elements and advanced carbon products, while also discussing the future of carbon capture technologies.
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As more of the world’s power grids are supplied with renewables, accurate weather forecasting has become an increasingly important asset for power utilities.
In this episode of Energy Evolution, correspondent Camilla Naschert speaks to Malte Rieck, meteorologist at Vattenfall, about the key parameters his team is watching, how AI is becoming a sharper tool for forecasting, and how extreme weather events may change the output profile of renewables fleets in the future.
Subscribe to Energy Evolution to stay current on the energy transition and its implications.
For this week's episode, Energy Evolution presents an episode of the Platts Commodities Focus podcast, another show in the network of S&P Global Commodity Insights' podcasts.
Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whether Republicans or Democrats control Congress, the energy sector faces major potential shifts. There will be implications for supply chains, energy infrastructure, and the overall direction of US energy markets.
Jasmin Melvin, senior editor and team lead for The Energy Daily, leads a discussion on what's at stake in the oil, gas, power and metals arenas with Commodity Insights reporters and analysts Zack Hale, Taylor Kuykendall, Starr Spencer and Anna Mosby. They examine the polarizing energy positions from the presidential candidates and how a potentially divided Congress could reshape energy policy.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, routinely featuring the work of Commodity Insights journalists, including regular correspondent Camilla Naschert.
In this episode of the Energy Evolution podcast, the focus is on the rise and fall of California solar pioneer SunPower, as well as its potential for a rebirth following a recent asset sale in its ongoing bankruptcy process.
S&P Global Commodity Insights senior reporter Garrett Hering shares an interview with T.J. Rodgers, the former chairman of SunPower and founding CEO of Cypress Semiconductor, SunPower's former corporate parent. They delve into SunPower's history, its challenges, and the potential impact of its bankruptcy on the broader energy landscape and transition to lower-carbon energy. Rodgers, who has a long history with SunPower, shares his ambition to breathe new life into the company through the acquisition of key assets out of bankruptcy.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, routinely featuring the work of Commodity Insights journalists, including regular correspondent Camilla Naschert.
This episode of Energy Evolution features an interview with Corrado De Gasperis, Chairman and CEO of Comstock Inc., who explains the company's shift from a focus on precious metals mining to new business lines as well, including urban mining and recycling materials from end-of-life electrification products and solar panels. Comstock aims to commercialize decarbonization technologies while addressing the growing need for sustainable mineral sources.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
As airlines look to decarbonize and governments crack down on heavy industry carbon emissions, some in the aviation industry are turning to sustainable aviation fuel (SAF).
In this episode, correspondents Camellia Moors and Camilla Naschert speak with experts from across the SAF industry about what SAF is, how it’s being used, its potential to curb carbon emissions and the biggest challenges and opportunities in its global uptake.
Today’s guests are Andrew Chen, principal for aviation decarbonization at RMI; Dick Benschop, board member and senior fellow at the Mission Possible Partnership; Phil Moore, global head of sustainable aviation fuel at EcoCeres; and Daniel Chereau, head of fuel at the International Air Transport Association.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
The US Department of Energy is on a roll when it comes to backing the US domestic battery industry.
In July, the agency’s Loan Programs Office announced a conditional commitment of up to $1.2 billion for a direct loan to battery separator, extruder, and engineering services company ENTEK to finance a lithium-ion battery separator facility in Indiana.
In June, the DOE’s Advanced Research Projects Agency – Energy, announced it would give $20 million to solid-state battery company ION Storage Systems for the development and commercialization of the company’s solid-state lithium-metal batteries.
In this episode, correspondent Camellia Moors speaks with Chelsea Sexton, director of the DOE’s Advanced Technology Vehicle Manufacturing Loan Program; Kim Medford, president for manufacturing at ENTEK; and Ricky Hannah, CEO and board director of ION, about what the federal government’s support means for the industry and US energy transition goals.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
On this week’s episode of Energy Evolution, S&P Global Commodity Insights hydrogen specialists Shankari Srinivasan and Catherine Robinson discuss their research on the current state of the hydrogen industry just a few weeks before World Hydrogen Week, which will take place Sept. 30- Oct. 4 in Copenhagen.
While the mood has been dampened by project cancellations, the industry is now moving from planning to delivery, Srinivasan tells podcast correspondent Camilla Naschert.
Blue hydrogen, made using gas and carbon capture, will play a major role, especially in Asia and the US, leveraging lower cost differentials and existing infrastructure, Robinson says.
Subscribe to Energy Evolution to stay current on the energy transition and its implications.
Today's episode of Energy Evolution is all about the Advanced Clean Energy Storage project in Delta, Utah. ACES will use electrolysis to convert renewable energy into hydrogen and store it so that the otherwise intermittent resources will be dispatchable on demand from storage in large salt caverns underground. The first project will convert and store up to 100 metric tons per day of hydrogen and is expected to enter commercial-scale operations in mid-2025.
Chevron recently acquired Magnum Development LLC and a majority interest in the project, which is a joint venture with Mitsubishi Power Americas.
Our guests discussing the topic are Austin Knight and Michael Ducker. Knight is the vice president of hydrogen for Chevron New Energies, a division of Chevron USA Inc. Ducker is the President & CEO of MHI Hydrogen Infrastructure, a wholly owned subsidiary of Mitsubishi Power Americas and a power solutions brand of Mitsubishi Heavy Industries.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
This week's episode of Energy Evolution features a conversation with Deise Yumi Asami, the founder of Maximo, an AI-powered robot that automates the heavy lifting for placing and attaching solar modules. The project is being run by AES Corp., a Virginia-based utility and power generation company.
In the episode, Asami explains how the robot uses AI to improve its own performance, how it is changing the way solar is installed and the broader implications of AI and automation in the energy transition.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
This week on Energy Evolution we hear from Lord Adair Turner, British businessman and former chairman of the UK Financial Services Authority.
Turner is now heading up the Energy Transitions Commission, an industrial collective. He tells Taylor Kuykendall and Camilla Naschert about the risks he sees for America's climate goals if Donald Trump is re-elected, the challenges of deindustrialization in Europe and why a carbon border is needed.
Turner also argues that concerns over dependence on Chinese cleantech are overblown and that AI datacenters may need regulatory guardrails.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns.
In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect Power, speaks with correspondent Camellia Moors about the business case for solar power development in the US, some of the policies surrounding the industry, and solar power’s role in the US energy transition.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
“Green steel” is becoming an increasingly desirable product around the world as more end users establish decarbonization goals and legislation like the EU’s carbon border adjustment mechanism (CBAM) goes into effect. But with no single definition, steel market participants are having to come up with their own standards as they pursue lower-carbon steelmaking.
In this episode, Laura Varriale, managing editor of the ferrous metals team, EMEA, at S&P Global Commodity Insights and Guido Kerkhoff, management board chairman and CEO of the European unit of German steel service company Klöckner & Co., talk about the state of the European and US green steel markets, challenges and advancements, and how steel trading might be affected by CBAM and the decarbonization drive.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
Vacuuming CO2 out of the atmosphere may be possible, but at a cost of nearly $1,000 per metric ton of carbon captured and stored. Nevertheless, direct air capture is attracting serious investment from the US government, oil and gas companies and Microsoft. In this episode of Energy Evolution, hosts Taylor Kuykendall and Dan Testa and reporter Siri Hedreen discuss what the public and private sectors are doing to make this nascent technology a large-scale commercial reality.
First, they hear from the Bipartisan Policy Center’s Sasha Mackler on why direct air capture is a worthy investment, and why now. Next, Heirloom Carbon Technologies’ Max Scholten tells S&P Global Commodity Insights what the company is doing to lower the cost of carbon removal. Scholten also explains how clean electricity is a limiting factor, and how Heirloom’s technology design attempts to solve for the intermittency of wind and solar energy.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
In this episode of Energy Evolution, host Taylor Kuykendall and S&P Global Commodity Insights climate and energy reporter Karin Rives discuss the increasing involvement of state lawmakers in electric utility regulations and their impact on the power industry and ratepayers.
Guests on today's show are Lillian Federico, a research director with Commodity Insights, California state Senator Josh Becker and Paul Alvarez with the consulting firm Wired Group.
They highlight how the energy transition and concerns over climate change have prompted lawmakers to shape energy policy, disrupting the traditional relationship between regulators, politicians and ratepayer advocates.
The episode explores various cases where legislators have pushed for utility investments, resulting in unintended consequences and financial burdens for ratepayers. It also examines the challenges of regulatory lag and the uncertainty created by swings in policy.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.
In this episode of the Energy Evolution podcast, host Taylor Kuykendall interviews William "Bill" Daley, who was White House Chief of Staff under President Barack Obama and Commerce Secretary during the administration of President Bill Clinton. Daley joined Taylor to discuss the role of climate technologies in driving economic growth and job creation. Daley explained the work of Crux Climate, a sustainable finance technology company, and how they facilitate the transferability of energy credits. He also emphasized the need for government support and investment in advanced manufacturing and new energy sources. Daley also highlighted the opportunities for economic development in various sectors, including solar, wind, batteries, hydrogen and nuclear energy. Daley also addressed the role of large organizations in the climate technology space and the importance of a balanced approach to energy sources.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
In this episode of Energy Evolution, host Taylor Kuykendall is joined by Tom Dichristopher, senior reporter at S&P Global Commodity Insights, to discuss the movement to ban new gas hookups and require all-electric construction for new buildings.
In 2023, a court struck down a gas ban in Berkeley, California, which was the first of its kind in the nation. The decision came as part of a legal settlement with the California Restaurant Association, and Berkeley will no longer enforce the ban while it goes through the process of repealing it.
The court opinion that led to the settlement is expected to set a precedent for other cities and counties in California and West Coast policymakers to reconsider their own gas bans and building electrification policies. Despite the repeal in Berkeley, many cities in California have implemented their own versions of gas bans, and there is still momentum to transition buildings away from natural gas in several states.
Local areas are exploring options to strengthen building codes and encourage electrification without violating federal energy laws.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
In this episode of Energy Evolution, host Taylor Kuykendall is joined by Tom Dichristopher, senior reporter at S&P Global Commodity Insights, to discuss the movement to ban new gas hookups and require all-electric construction for new buildings.
In 2023, a court struck down a gas ban in Berkeley, California, which was the first of its kind in the nation. The decision came as part of a legal settlement with the California Restaurant Association, and Berkeley will no longer enforce the ban while it goes through the process of repealing it.
The court opinion that led to the settlement is expected to set a precedent for other cities and counties in California and West Coast policymakers to reconsider their own gas bans and building electrification policies. Despite the repeal in Berkeley, many cities in California have implemented their own versions of gas bans, and there is still momentum to transition buildings away from natural gas in several states.
Local areas are exploring options to strengthen building codes and encourage electrification without violating federal energy laws.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Electric vehicles are growing in popularity in the US, but purchasing one can come with a host of hurdles to navigate, from tax credits to charger availability.
In this episode of Energy Evolution, correspondent Camellia Moors interviews Bryan Birsic, CEO of Motor, about the challenges faced by EV drivers and headwinds to wider EV adoption. Backed by The AES Corp. and Mitsubishi Corp., Motor provides services designed to help drivers discover, switch to, and stick with EVs.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Also known as 'forever chemicals', PFAS materials can be found in frying pans and rain coats, but also in hydrogen electrolyzers and batteries.
After a group of countries proposed a ban on PFAS chemicals in the EU in 2023, legislators are expected to restrict their use.
On this episode, correspondent Camilla Naschert hears from scientists Christina Jönsson (Research Institutes of Sweden) and Karsten Pinkwart (Fraunhofer Institut) about how this ban could work and what the energy sector now needs to consider in preparation.
Gerardo Familiar of chemicals giant and PFAS maker Chemours argues that the compounds are crucial for the energy transition and that a blanket ban has to be avoided.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
In this episode of Energy Evolution, the teams is joined by two special guests: Jigar Shah, the director of the Loan Programs Office of the US Department of Energy, and Jonathan Evans, the President and CEO of Lithium Americas.
The US Department of Energy has shown interest in the metals and mining space, particularly in critical mineral mining and extraction projects. Additionally, the DOE's Loan Programs Office has committed to providing a $2.26 billion loan to Lithium Nevada Corp. for the construction of a lithium carbonate processing plant at Thacker Pass in Nevada.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Right-wing parties have made gains in the EU parliamentary elections this past week, but a coalition of centrists remains likely.
Correspondent Camilla Naschert tells host Taylor Kuykendall what the result means for energy policymaking in the 27-member bloc.
The main message: Net zero is still on, but the pace of climate lawmaking may slow in coming years.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
In this episode of Energy Evolution, host Taylor Kuykendall interviews Dan Brdar, the CEO of Ideal Power. Ideal Power is developing a bidirectional semiconductor power switch with a wide range of applications, including electric vehicles, renewable energy and datacenters.
The technology enhances energy efficiency and is starting to gain traction in the industry. Ideal Power is partnering with Stellantis, an automotive giant, to develop a custom power module for use in next-generation electric vehicle platforms.
Brdar says his company's technology can increase the range of electric vehicles by 7% to 10%, addressing the issue of range anxiety that is holding back adoption of new EVs. He also talks about the cost of electric vehicles and the need for a charging infrastructure as challenges for wider EV adoption.
Energy Evolution is a podcast dedicated to exploring the latest innovations, trends, and challenges in the energy sector. We bring you expert interviews, insightful discussions, and thought-provoking analysis to help you stay informed and engaged in the rapidly evolving world of energy.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Today's episode of Energy Evolution, your podcast for all things energy transition, focuses on small micronuclear reactors and their role in the energy transition. Our guest, Jay Yu, is the founder of Nano Nuclear Energy. Their products include microreactors, which produce one to 20 megawatts of thermal energy that can be used directly as heat or converted to electricity. They are compact, modular, and can be deployed in various locations, including remote areas. They offer a reliable and sustainable source of energy, with reduced greenhouse gas emissions compared to something like a diesel generator. Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. Energy Evolution is a podcast dedicated to exploring the latest innovations, trends, and challenges in the energy sector. We bring you expert interviews, insightful discussions, and thought-provoking analysis to help you stay informed and engaged in the rapidly evolving world of energy.
In this episode of Energy Evolution, host Taylor Kuykendall sits down with Emily Easley, CEO of Novus Energy Advisors. Emily, who hails from the Texas oil and gas fields, now works in the world of renewable energy. During their conversation, Taylor and Emily delve into the topic of bridging the gap between conventional fuels and new energy technologies. They explore the lessons that can be learned from both sides of the energy spectrum and how these insights can be applied to drive innovation and sustainability.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
In this episode of Energy Evolution, Taylor Kuykendall interviews Bruno Arcadier, head of Vale Ventures, the venture capital arm of international mining giant Vale. Vale Ventures aims to invest in cutting-edge technologies that will revolutionize the mining industry and make it more sustainable. The mining sector plays a critical role in the energy transition because metals like copper, nickel and cobalt are essential components in renewable energy technologies. The challenges in promoting the energy transition in mining include decarbonizing the supply chain, reducing greenhouse gas emissions, and addressing waste management. Vale Ventures focuses on four verticals: decarbonization, circular mining, sustainable mining of the future, and energy transition metals. Arcadier said the company takes a portfolio approach to mitigate risks associated with early-stage investments. He also said that Vale Ventures not only provides capital but also offers access to expertise, R&D centers, partnerships and a global network of experts.
As utilities grapple with how best to expand the US electric grid to improve reliability and support technologies like electric vehicles, they’re turning to a host of technologies like grid storage and AI that can help with planning and managing new demands.
On this week’s episode, co-host Taylor Kuykendall and correspondent Camellia Moors speak with guests Anthony Allard, executive vice president and head of North America at Hitachi Energy, Josh Brumberger, CEO of Utilidata, Robert Piconi, chairman and CEO of Energy Vault, and Paul Doherty, principal communications representative at PG&E.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Capturing solar energy in space promises 24/7 renewable energy at a competitive cost. But to get space solar to scale, scientists and engineers need to tackle questions around technology management in space, social acceptance of power beaming and ground infrastructure, as well as financing hurdles.
On this week's episode of Energy Evolution, reporter Camilla Naschert discusses all of this with Sanjay Vijendran, who leads the European Space Agency's space solar program, and Martin Soltau, founder and co-CEO of UK startup Space Solar.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
A maritime law from 1920 prevents non-US ships from operating in and out of US ports. The problem for offshore wind? There are no large turbine installation ships under US flag yet.
In this episode of Energy Evolution, we hear from industry experts how the Jones Act affects a fledgling offshore wind buildout and how developers found workarounds to get turbines offshore.
Guests are Dominion Energy SVP Mark Mitchell, Ørsted SVP Troy Patton and S&P Global Commodity Insights analyst John Murray. Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Cyber threats are mounting for utilities' critical infrastructure assets globally. If used by savvy hackers, AI also provides new tools for those trying to disrupt power supply or extract data.
Decentralization of assets through the rollout of renewables is growing the attack vector for malign actors, NERC SVP Manny Cancel tells Energy Evolution correspondent Camilla Naschert.
Cybersecurity expert Andrew Ginter of Waterfall Security lays out the threat landscape and why IT teams and engineers need to layer their prevention approaches.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Wrapping up the series of episodes featuring interviews gathered at CERAWeek by S&P Global, co-host of Energy Evolution Taylor Kuykendall shares bits of conversations with executives from new, innovative companies across different parts of the battery materials supply chain. Guests on this episode are: Gabi Knesel, a senior vice president at Locus Fermentation Solutions; Mahesh Konduru, CEO of Momentum Technologies; Srini Godavarthy, CEO of Li Metal; and John Busbee, the CEO and co-founder of Xerion Advanced Battery Corp.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.
Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference.
In this episode of the Energy Evolution podcast, Maria Pope, President and CEO of Portland General Electric, and John Pettigrew, CEO of National Grid, discuss the future of energy and the challenges facing the industry in the coming years. PGE provides electricity to a service area with a population of about 1.9 million people. National Grid is a large investor-owned utility with operations in the UK and in the northeastern US.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference.
For this episode, Taylor sat down with Mitsubishi Heavy Industries America CEO Takajiro Ishikawa and Svante President and CEO Claude Letourneau about the past and future of carbon capture projects. Carbon capture is a key technology for reducing emissions, particularly for hard-to-abate sectors such as heavy industry and transportation. These sectors are responsible for significant global carbon emissions and are difficult to decarbonize using conventional methods. Carbon capture technology offers a promising solution by capturing carbon dioxide emissions before they are released into the atmosphere and storing them safely and securely.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference.
In this episode, we talk with Hunter Armistead, the CEO of Pattern Energy. Pattern Energy is developing SunZia Wind and Transmission to capture energy from the winds of New Mexico to power three million Americans in the western US. Hunter and Taylor talk about the challenges and opportunities of renewable energy, the importance of transmission in meeting demand, and the role of green fuels. They also touch on the difficulties of financing large-scale projects like SunZia, as well as the policy changes that could make it easier to build transmission and allocate costs.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference.
On this episode, we start with a chat with Ernest Moniz, former US energy secretary under the Obama administration, and now president and CEO of the Energy Futures Initiative think tank. Then, we talk to Michał Kurtyka, a fellow with the Atlantic Council Global Energy Center, the first minister of Poland’s Ministry of Climate and the President of COP24 — the United Nations Climate Change Conference of the Parties in Poland.
In wide-ranging conversations, Energy Evolution talks to the two officials about policy changes, the need to act on climate and rapidly changing energy technologies — from coal to hydrogen to fusion.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.
Today’s conversation is with Colin Parfitt, vice president of Midstream at Chevron Corporation.
Parfitt discussed Chevron’s approach to cutting carbon emissions intensity in the oil and gas business amid growing energy demand, the role of liquified natural gas in the energy space, and the pace of energy sector decarbonization with podcast co-host Taylor Kuykendall on the sidelines of the event.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.
Today’s conversation is with Meghan Nutting, executive vice president of Government and Regulatory Affairs at Sunnova Energy.
Virtual power plants (VPPs) can help manage grid demand and support electrification, Nutting told podcast co-host Taylor Kuykendall on the sidelines of the event. She also talked about Sunnova’s Project Hestia, how VPPs may fit in with large conventional power plants, and policy levers to support solar power deployment.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.
While the event has become increasingly focused on the energy transition, one commodity trading house says the good times for fossil fuels are far from over.
Demand for oil and gas, as well as key metals such as copper, is set to grow across most global markets, Trafigura chief economist Saad Rahim tells Taylor Kuykendall on the sidelines of the event.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.
Our first conversation from the 'Super Bowl of energy' is with Arshad Mansoor, president of the Electric Power Research Institute.
With AI changing the energy landscape at lightning speed, grid flexibility is increasingly indispensable, Mansoor tells podcast co-host Taylor Kuykendall.
Given that, innovation and deployment of small modular reactors and hydrogen cannot come fast enough, Mansoor says.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Energy Evolution podcast co-host Taylor Kuykendall interviews researchers behind S&P Global Commodity Insights' Top Ten Cleantech Trends in 2024 for insight into what might be at the front of mind as energy leaders from around the world converge in Houston for CERAWeek 2024.
This show's guests are Cormac Gilligan, an associate director at S&P Global Commodity Insights who focuses on solar and energy storage research, and D'avack Francesco, principal analyst, global power and renewables, climate & sustainability for S&P Global Commodity Insights.
Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
What industries produce the most greenhouse gas emissions, and how are they changing as the energy transition proceeds? What are the major technological and policy solutions to cutting emissions in the iron and steel, chemicals, and cement and concrete sectors?
Energy Evolution correspondent Camellia Moors spoke with Jeff Rissman, senior director for industry at Energy Innovation, about his new book on industrial emissions and emissions mitigation strategies, Zero-Carbon Industry: Transformative Technologies and Policies to Achieve Sustainable Prosperity.
Subscribe to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
As electric vehicle and clean energy technology demand ramps up, so is interest in sourcing the critical minerals they need from recycled materials.
Energy Evolution correspondent Camellia Moors spoke with guests Ahmad Ghahreman, CEO, president and co-founder of rare earths recycler Cyclic Materials, and Julian Proelss, director of business management battery recycling at chemical company BASF, about how these materials are extracted from old equipment and used in new batteries.
Subscribe to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
Green tech, mining and energy company Fortescue announced in January that it plans to create an advanced manufacturing hub in Detroit, joining a host of companies starting up or expanding EV battery production facilities around the US.
What does Fortescue’s announcement mean for the Michigan EV battery supply chain, and how is the state working to encourage similar projects? How do investments in US EV battery production stack up against those around the world?
Energy Evolution correspondent Camellia Moors spoke with guests Quentin Messer Jr., CEO of the Michigan Economic Development Corporation and President and Chair of the Michigan Strategic Fund, and Nick Nigro, founder of data-driven research and advisory group Atlas Public Policy.
Tune in to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
The price of solar photovoltaic modules has declined around 40% in the past year due to high production in China.
In this episode of Energy Evolution, we're exploring whether cheaper panels are unlocking the business case to build utility-scale solar in the Nordic region. With much fewer sun hours and ample wind and hydro, these northern European countries are no solar hubs – but this is starting to change.
Energy Evolution correspondent Camilla Naschert spoke to Warren Campbell and Peter Tornberg of renewables developers Alight and OX2, as well as Justin FitzHugh of investment bank Arctic Securities, bringing a perspective from a region warming to solar energy.
Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
On this episode Energy Evolution podcast interviews Alfred Johnson, CEO and co-founder of Crux, about the shift towards clean energy and the tax credits offered by the Inflation Reduction Act (IRA). The IRA is creating hundreds of billions of dollars in tax credits for companies that deploy renewable energy. Transferable tax credits enable companies to sell those credits and access capital quickly. Crux is a platform for developers, tax credit buyers, and financial institutions to transact and manage transferable tax credits. The company’s inaugural market report on the state of clean energy tax credit transactions found that there was between $7 billion and $9 billion in volume of 2023 tax credit transactions. They reported that the transferability of the credits levels the playing field for smaller projects and new technologies.
Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.
In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, Dan Testa and Taylor Kuykendall speak to Troy Demmer, Co-Founder and Chief Product Officer for Gecko Robotics, and Gilman Callsen, CEO and Founder of Rho Impact, about the use of robots in power plant inspections for sustainability. These robots can identify potential problems in power plants, allowing for preventive maintenance and reducing the reliance on backup generation sources, thus lowering emissions. Rho Impact has reported that robotic inspections combined with decision-making software could eliminate the equivalent of up to 4.8% of annual emissions in the US.
Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.
In the Energy Evolution podcast, Dan Testa and Taylor Kuykendall interview Jonathan Martell, COO of Mohave Electric Co-Op, and Larsh Johnson, CTO of Stem, to discuss rural power generators using artificial intelligence to help transition to clean energy. The guests discuss the challenges and solutions for increasing the share of renewables in the co-op retail energy mix, and a new solar-plus-storage project recently announced by Mohave.
Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.
At the COP28 climate conference in December, more than 20 countries—including the US, the UK, France and Sweden—signed a declaration committing to a tripling of nuclear capacity by 2050. Correspondents Camilla Naschert and Camellia Moors spoke with experts across the nuclear energy and uranium mining industries about the declaration. Listen in to hear Antony Froggatt at Chatham House, Kirsty Gogan at TerraPraxis, Timothy Fox at ClearView Energy Partners, and Ross McElroy at Fission Uranium talk about the pledge, what it could mean for a global nuclear power expansion, and how the uranium industry is responding to promises of a nuclear build-out. Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
The International Energy Agency, a Paris-based intergovernmental organization that analyzes the global energy sector and offers policy recommendations, has announced that renewable energy is expanding faster than at any time in the last three decades, with 507 GW of renewables installed in 2023 alone, almost 50% more than the previous year. Our correspondent Camilla Naschert speaks with Commodity Insights reporter Alex Blackburne about what the report means. Meanwhile, co-host Taylor Kuykendall brings the show a chat with Martin Pochtaruk, the president of North American solar manufacturer Heliene, about the findings of the report and what it is going to take to meet ambitious renewable deployment goals.
Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
The Energy Evolution podcast explores the challenges and changes facing the transition to cleaner energy. One challenge is obtaining the materials necessary for the transition, such as lithium, copper, and rare earth metals. Space mining is a potential solution, with companies investing in research and development to mine asteroids and other celestial bodies for valuable metals and resources like water. The technology for space mining is in its early stages, and there are challenges, such as logistical and ethical considerations. Reporters from the S&P Global Commodity Insights team, Karl Decena, Kip Keen and Eri Silva, also discussed the potential impact of space mining on terrestrial markets and the need for regulatory frameworks for space mining.
Related articles:
Digging Space: Miners to ignite race for outer space ore https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-miners-to-ignite-race-for-outer-space-ore-78269052
Digging Space: Asteroid mining unlikely to overwhelm metal markets https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-asteroid-mining-unlikely-to-overwhelm-metal-markets-79716462
Digging Space: Galactic gold rush begins with fewer rules than the Wild West https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-galactic-gold-rush-begins-with-fewer-rules-than-the-wild-west-79719853
Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.
In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall dive into the latest trends in the energy transition and their impact on the energy and mining sectors as we kick off 2024. Joining them are correspondents Camilla Naschert and Camellia Moors, who share their insights on the rapidly changing landscape of energy production and consumption.
With the world moving towards more sustainable energy sources, the hosts and correspondents discuss how companies in the energy and mining sectors adapt to these changes. They also explore the challenges and opportunities for these industries as they strive to stay ahead of the curve.
Tune in to Energy Evolution to stay up-to-date on the energy transition and its far-reaching implications.
In this episode of Energy Evolution, reporter Taylor Kuykendall interviews Ken Rabedeau, the Chief Technology Officer for Energy, Transportation and Public Sector at Nokia. Ken discusses Nokia's role today in the energy transition and how communication technology is helping industries such as the electricity, oil, gas, and mining sectors, to build more sustainable and cleaner business practices. Ken also shares insights on the concept of Industry 4.0 and how it empowers critical industries to blend the physical and digital, as well as the role of artificial intelligence in the energy transition. The interview also covers cybersecurity, mining, and Nokia's efforts to reduce emissions.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Wind turbines are widely recyclable – apart from their large rotor blades. As more wind farms get decommissioned, more blades end up in landfill or get burned, making recycling one of the industry’s biggest PR and sustainability challenges.
Developers also pay increasing attention to emissions in the production of steel for towers.
Two start-ups, Germany’s Voodin Blades and Sweden’s Modvion, say they have found solutions – by making the components entirely out of wood. Energy Evolution correspondent Camilla Naschert discusses this with CEOs Tom Siekmann and Otto Lundman.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Scope 2 emissions are indirect greenhouse gas emissions from the consumption of purchased electricity, heat, or steam. In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall bring on guest Marek Zhang, vice president of operations and service delivery at CFEX, to discuss the company's decarbonization platform that helps businesses account for and track Scope 2 emissions. Zhang explains the challenges surrounding Scope 2 emissions, such as limited control, complex accounting and reporting processes, and lack of transparency.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
This episode of Energy Evolution is all about utilities' capital plans and how they are adapting to the current economic climate. The episode features Darren Sweeney, a senior reporter in the S&P Global Commodity Insights newsroom, who attended the Edison Electric Institute Financial Conference in Phoenix and interviewed executives from Duke Energy, Exelon, and NiSource about their plans for the future. The executives discussed how they are navigating the energy transition and working to keep costs down for their customers in this high-cost environment, and also shared insights on potential growth opportunities and newer technologies like hydrogen and small modular reactors.
Energy Evolution guests this episode are Shawn Anderson, executive vice president and CFO at NiSource in Indiana; Brian Savoy, executive vice president and CFO at North Carolina-based Duke Energy; and Jeanne Jones, the executive vice president and CFO at Chicago-headquartered Exelon. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In this week's episode of Energy Evolution, the hosts discuss a new series of articles out of the S&P Global Commodity Insights' newsroom that examines how some of the largest companies in the world are working to achieve net-zero carbon emissions by 2050 or sooner. Co-hosts Dan Testa and Taylor Kuykendall summarize some of the findings of the team's reporting before interviewing correspondents Camellia Moors and Camilla Naschert about their reporting on net-zero efforts in the European power and global metals and mining sectors. The episode also features an interview with Pedro Martins Barata, associate vice president for carbon markets and private sector decarbonization at the Environmental Defense Fund, on the state of industrial decarbonization. He talks about the different major features of decarbonization plans that companies might have and the role of policy in placing pressure on these industries to decarbonize.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
On this episode of Energy Evolution, we are talking about carbon offset markets and oil and gas retirement credits. What function do these tools serve in the broader decarbonization push, and how exactly are we calculating them anyway? What are the policies needed to make these offsets and credits work appropriately? How useful are these mechanisms in comparison to directly reducing emissions? Listen in to find out!
Today’s speakers include Brad Handler, Program Manager for the Sustainable Finance Lab at the Colorado School of Mines’ Payne Institute for Public Policy, and Brian Prest, an economist and fellow at nonprofit Resources for the Future.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Wind turbines are essential tools for the transition to cleaner energy systems, but as the buildout progresses, questions around their biodiversity impact on land and offshore are becoming louder.
Many new projects face legal challenges over the protection of birds in particular.
In Europe, the energy crisis following the war in Ukraine has led policymakers to reduce the compliance burden for new projects on land. Offshore, biodiversity advocates warn that a vast wind buildout risks the extinction of seabirds and sea animals.
In our 100th episode of Energy Evolution, we hear from Lena Fritsche of wind developer ABO Wind about long delays to new projects due to biodiversity rules, and from Ewout van Galen, director of the North Sea Foundation, which works to protect ecosystems in one of the world’s busiest seas.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! Read the full article on biodiversity considerations for wind power here:
https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/biodiversity-questions-loom-larger-as-europe-s-wind-fleet-expands-77364736
Energy Evolution and Capitol Crude join forces to co-host today's episode, all about artificial intelligence being deployed in the energy and mining sectors.
This week's guests are some of the journalists from the S&P Global Commodity Insights newsroom who worked together to write an expansive series of articles on the impact of AI. The pieces look at predictions around how much electricity demand AI will generate, the ways AI is improving productivity, resource discovery and trading, and more.
In addition to the co-hosts and regular contributors to Energy Evolution, the podcast features Commodity Insights reporters Jared Anderson and Kip Keen.
Capitol Crude is available on your platform of choice, including Apple Podcasts: https://podcasts.apple.com/us/podcast/capitol-crude-the-us-energy-policy-podcast/id1165562661
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
A selection of stories from the Power of AI series:
- Wild predictions of electricity demand from AI put industry on edge https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-wild-predictions-of-electricity-demand-from-ai-put-industry-on-edge-77859037
- Surging datacenter load has Dominion bracing for AI's added demand https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-surging-datacenter-load-has-dominion-bracing-for-ai-s-added-demand-77792886
- AI's big promises start to deliver for miners adopting new tech https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-ai-s-big-promises-start-to-deliver-for-miners-adopting-new-tech-77649571
- Methane satellites proliferate, relying on AI to handle data deluge https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-methane-satellites-proliferate-relying-on-ai-to-handle-data-deluge-77766461
- While automation steams ahead, commodity traders eye AI cautiously https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/power-of-ai-while-automation-steams-ahead-commodity-traders-eye-ai-cautiously-77685642
Former New York Rangers goaltender Mike Richter has a long list of achievements on the ice, from winning a Stanley Cup to an Olympic silver medal. But in this episode of Energy Evolution, he joins to discuss his post-hockey career and current role as president of Brightcore Energy, which provides energy efficiency retrofits for the commercial sector, including innovative geothermal heating and cooling systems for buildings in dense, urban environments.
Richter also shares thoughts on lessons from hockey he brings to cleantech, and the impact of climate change on winter sports.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In this episode of Energy Evolution, the team talks about gender diversity in the boardrooms of energy companies. Thought gender parity was already in reach? Well, think again. Women hold less than 20% of c-suite leadership positions in utilities in the US and Europe, a data analysis by S&P Global showed. Abbie Bennett and Camilla Naschert, reporters covering the energy transition, discuss some of the key barriers to career progression and ways companies can improve gender diversity. We also hear from Meade Harris, the CEO of women energy leaders network Hawthorn Club, who shares stories from women energy executives and suggestions for men looking to support female colleagues in their careers.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, co-host Dan Testa interviews Will Hazelip, president of National Grid Ventures, U.S. Northeast, about the company's involvement in offshore wind along the U.S. Atlantic Coast, renewable projects in the Midwest, and electric transmission projects in Europe. Hazelip emphasizes the need for offshore wind to meet decarbonization goals in the U.S. Northeast and in Europe, and discusses the challenges faced by offshore wind developers due to macroeconomic factors such as rising interest rates, inflation, and struggling supply chains. The episode also touches on National Grid Ventures' business in subsea electricity interconnectors between Britain and its neighbors, and opportunities for competitive electric transmission lines in the U.S.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
On this episode of Energy Evolution, our guests discuss sustainability and reporting standards for nickel mining, an industry key to supporting electric vehicle battery production.
Today’s guests include Alessandra Carreon, a member of the Michigan Public Service Commission; Ro Dhawan, CEO of the International Council on Mining and Metals; and Chris Showalter, CEO of Lifezone Metals.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In this episode of Energy Evolution, co-host Taylor Kuykendall interviews Curtis VanWalleghem, CEO of Hydrostor. VanWalleghem talks about his company's compressed air technology and the importance of using long-duration energy storage in the transition to clean energy.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In this episode of Energy Evolution, co-host Taylor Kuykendall interviews Eric Beightel, the executive director of the Federal Permitting Improvement Steering Council. The council was established in 2015 to improve the transparency and predictability of the federal environment review and authorization process for certain critical infrastructure projects.
Beightel discusses the challenges of permitting reform and the need for more resources, staff, and funding for agencies charged with the permitting process. He also emphasized the importance of early stakeholder engagement and community outreach to reduce the risk of litigation and improve the efficiency of the permitting process.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
As it gets harder for bitcoin miners to access power, some say mining is a balancing opportunity for the grid. We speak to mining startup founder Andrew Webber about his vision for data centers in grid flexibility and look ahead at the scaling of AI computing. Could data centers using AI algorithms become flexibility assets, and if so, which use cases could be suitable? On that, we hear from S&P Global tech analyst Jonathan Schroth and professor Ben Lee of the University of Pennsylvania.
In this episode of Energy Evolution, guest Jahi Wise, senior adviser to the administrator and acting director of the Greenhouse Gas Reduction Fund at the EPA, joins us to talk about a $27 billion grant program under the Inflation Reduction Act and efforts to use the funding to support the National Clean Investment Fund and efficiency improvements across the country, especially in disadvantaged communities.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In this episode of Energy Evolution, guest Tom Schneberger, CEO of USA Rare Earth, joins us to talk about rare earths supply chains and the production of rare earth magnets key to energy transition technologies like electric vehicles and wind turbines.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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On this episode of Energy Evolution, our guests discuss the recent boom in jobs and manufacturing in the renewable energy sector in the United States. The one-year-old Inflation Reduction Act drives much of this growth, which is leading to significant cost savings projected for wind and solar developers using U.S.-made components.
Today's guests include Matthew Rand, senior vice president of research and analytics at Link Logistics, and Ben Beachy, manufacturing and industrial policy vice president at the BlueGreen Alliance, a coalition of labor and environmental organizations.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, we discuss decarbonizing New Belgium's beer brewing operations. In addition to speaking with Andy Collins, the utilities and carbon neutral engineer at New Belgium, podcast host Taylor Kuykendall interviews Addison Stark, the CEO of AtmosZero. Backed by the U.S. Department of Energy, AtmosZero recently introduced a carbon-neutral electrified boiler that decarbonizes process steam used in various industrial applications across multiple industries.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Artificial intelligence has captured the interest of the world in recent months, particularly as advances in generative AI continue to push the envelope. In this episode of the Energy Evolution podcast, Hussein Shel, director, chief technologist for energy and utilities at Amazon Web Services, discusses the $100 million Generative AI Innovation Center launched by AWS. The program aims to help enterprises develop and experiment with generative AI. Energy Evolution co-host Taylor Kuykendall asked Shel about using artificial intelligence to optimize energy production.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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In this Energy Evolution episode, we talk about how renewable energy resources played a critical role in supporting Texas' electricity grid during a recent heat wave. Our guests discuss the importance of a mix of renewable energy sources, battery storage, and reforms that will support developers and make it easier to develop renewable energy projects. Our hosts are joined by Katya Ghosh, a business strategist at Kayrros, who used satellite imagery to forecast and monitor the progress of solar capacity additions in Texas. They also talk to Michael Lee, the CEO of Octopus Energy, and Devrim Celal, the CEO of KrakenFlex, about the importance of demand response programs, which incentivize customers to reduce their energy consumption during periods of high demand and high energy prices.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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In this episode of Energy Evolution, we discuss where we will find the metals and minerals necessary for the energy transition. Our guest is Kwasi Ampofo, head of metals and mining at Bloomberg NEF and the lead author of the company's recent Energy Transition Metal Production Scores report.
The report ranks the readiness of global economies to boost the production of minerals such as as lithium, copper, graphite and more. Kwasi explains the report ranks the readiness of 10 countries to boost critical mineral supply based on factors such as sector strategy, political stability, talent, and environmental and social frameworks.
BNEF placed Australia, Canada and China on the top of this year’s ranking.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Residential rooftop solar is booming in popularity as policy incentives, driven by decarbonization goals, encourage homeowners to install panels of their own. But for those who rent their home or live in multifamily dwellings like apartment buildings, installing solar panels and accessing their financial benefits may be more complicated. In this episode, Mel Bergsneider, executive account manager at Allume Energy, and Jan Osenberg, policy adviser at SolarPower Europe, join Energy Evolution to talk about some of the challenges and solutions to expanding solar access in rentals and apartment buildings in the US, Europe, and elsewhere.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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The PJM Interconnection, the nation's largest electricity grid operator, is working to alleviate a logjam of renewable projects waiting to be connected to its system, while also warning in a recent analysis that thermal generation retirements could outpace these new intermittent resource replacements. Darren Sweeney, a senior reporter at S&P Global Commodity Insights, joined Energy Evolution for this episode to share interviews with James Wilson, an economist who has critiqued PJM's energy transition analysis, along with Sierra Club senior attorney Casey Roberts and Todd Snitchler, president and CEO of the Electric Power Supply Association.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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For major companies with large vehicle fleets, a core tenet of decarbonization efforts can be found in fleet electrification. A host of large corporations including Amazon, UPS, and Walmart have all made EV fleet commitments or signed agreements to purchase electric delivery vehicles. Patrick Sullivan, co-founder and CEO of EV Realty, a California-based company focused on accelerating the adoption of commercial EV fleets and building out their charging infrastructure, joined Energy Evolution to talk about fleet electrification and the challenges of constructing a charging network to support it.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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To read more about the California Public Utilities Commission report on distribution grid constraints and utility upgrade costs through 2035, click: https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M508/K423/508423247.PDF
To read the California Energy Commission’s assessment of EV charging infrastructure requirements in the state, click: https://www.energy.ca.gov/data-reports/reports/electric-vehicle-charging-infrastructure-assessment-ab-2127
In this episode of Energy Evolution, co-host Taylor Kuykendall talks with Alfred Johnson, co-founder and CEO of Crux, about funding energy transition projects. Johnson, the former chief of staff to U.S. Treasury Secretary Janet Yellen, discusses the Inflation Reduction Act, which makes tax credits available to companies producing clean power and materials, and how Crux provides an ecosystem for developers, tax credit buyers, and financial institutions to manage and transact these transferable tax credits.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz
This episode of Energy Evolution by S&P Global Commodity Insights discusses the mining sector's importance in the worldwide shift to greener energy. The materials that make up energy transition technologies are often mined materials and the demand for minerals is expected to increase by as much as six times what our use is today by 2040. The podcast features interviews with Tony Sage, executive chairman of Critical Metals Corp.; Rebecca Campbell, who leads the Global Mining and Metals team at international law firm White & Case; and David Kanagy, executive director and CEO of the Society for Mining, Metallurgy and Exploration.
Our guests discuss the potential for bottlenecks in the supply chain for clean energy due to permitting, China's claim to much of the minerals and processing of minerals used for clean energy and what some believe are outdated regulations in the industry.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Vast has developed concentrated solar power that can capture, store and deliver dispatchable solar power and heat on a 24/7 basis. It recently proved its technology with a grid-connected project in Australia. Vast CEO Craig Wood joins Energy Evolution to talk about the revival of concentrated solar power technology and the role it can play in the energy transition.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz
Renewables enjoy unprecedented momentum, but the makers of wind turbines have suffered major losses due to supply chain disruption and high commodity prices in recent years.
A voracious race for ever-larger turbines may have also played a role, argues Hans Martin Smith, chief financial officer of the world's largest turbine maker Vestas Wind Systems, in an interview with energy correspondent Camilla Naschert.
Sector expert Andrei Utkin of Commodity Insights puts the sector's headwinds and opportunities into perspective.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Global commodities trader Trafigura released a report in May showing that shipping is responsible for around 3% of the world's greenhouse gas emissions. The report also found a lot of opportunities to reduce those emissions while increasing economic opportunities for countries that step up to supply low-emission fuels to the industry. In this bonus episode, in addition to our typical weekly programming, Energy Evolution speaks with Margaux Moore, head of Trafigura’s energy transition research group, and Rasmus Bach Nielsen, the company’s head of fuel decarbonization.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Large energy buyers, including governments and corporations, are embracing a concept known as hourly matching, or 24/7 carbon-free energy. In this episode, Energy Evolution is joined by Nate Hausman, clean energy markets manager for World Resources Institute, for an update on the concept and challenges ahead.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz
As electric vehicle manufacturers prepare for a demand surge, many are looking to novel battery chemistries that cut back on materials that may be costly, difficult to access, or that come with labor and environmental concerns. Energy Evolution correspondent Camellia Moors spoke with Reed Blakemore, deputy director with the Atlantic Council Global Energy Center, and Mujeeb Ijaz, CEO at battery developer Our Next Energy, about today’s battery landscape and the market for battery chemistry innovation.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
To read the Battery Next series from S&P Global Commodity Insights’ metals and mining team, click the following:
Metal supply concerns push EV makers to new battery chemistries: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-metal-supply-concerns-push-ev-makers-to-new-battery-chemistries-75884340
EV makers use Model T playbook due to metal supply fears: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-ev-makers-use-model-t-playbook-due-to-metal-supply-fears-75880328
Emerging chemistries create trade-offs in cost, performance: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-emerging-chemistries-create-trade-offs-in-cost-performance-75866899
We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz
As U.S. utilities and power providers explore numerous new technologies in their pursuit of a cleaner energy future, industry experts believe it is important not to lose sight of the evolution of an existing carbon-free resource. Darren Sweeney, a senior reporter at S&P Global Commodity Insights, joined Energy Evolution for this episode to share interviews about nuclear energy with Xcel Energy Chairman, President and CEO Bob Frenzel and John Kotek, a Senior Vice President of Policy Development and Public Affairs at the Nuclear Energy Institute.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz
This episode takes you into the German Solar Valley, which was once the world’s largest production hub but was abandoned in the 2010s as China became solar powerhouse Number One. Now, companies like Meyer Burger Technology are ramping up the old factories, gunning for a revival of European production. But, CEO Gunter Erfurt tells the podcast, panels have evolved from commodity to geopolitical poker chip, and Europe risks losing the game without injecting more money into the sector. Thanks to the Inflation Reduction Act, solar expert Edurne Zoco of S&P Global Commodity Insights also sees more incentives for U.S. factories than European ones. Still, ESG considerations and shorter supply routes could increasingly make the case for home-grown products, too. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz
This Energy Evolution episode features three guests from across the electric vehicle supply chain.
Our first guest is David Slutzky, the founder and CEO of Fermata Energy. The company hopes to accelerate the adoption of electric vehicles and the transition to renewable energy. Fermata's bidirectional charging technology enables customers to earn revenue from their electric vehicles while combatting climate change and supporting grid resilience.
Our second guest is Kulr Technology Group CEO Michael Mo. Kulr is also accelerating a transition to broader electrification. The company's technology ensures that batteries stay cool and safe.
We also chat with Volt Lithium President and CEO Alex Wylie about his company's efforts to extract lithium from oilfield brines in Canada. The company recently announced a resource report indicating 4.3 million tonnes of lithium resources at its Rainbow Lake project.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Last year, Duke Energy and Amazon Web Services announced they would be collaborating to build out cloud technologies to support Duke's Intelligent Grid Services. The technology is aimed at helping the utility anticipate energy demand and identify where and how it should update its power grid.
The use of the cloud opens up a wealth of opportunities for data collection and analysis and is essential to Duke's efforts to transform the grid. For this episode, Energy Evolution spoke with Sarah Cooper, the general manager of AWS industry products, and Bonnie Titone, the senior vice president and CIO of Duke Energy, one of the nation's largest energy holding companies, serving 8.2 million customers in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky. Duke has targeted a 50% carbon reduction from its electric generation by 2030 and net-zero carbon emissions by 2050.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Transitioning the world to cleaner forms of energy will require a significant infrastructure transformation.
World Bank released a new framework on April 20 for overcoming the challenges created, particularly in developing countries, as renewable energy scales up and fossil fuel generation is phased down.
For this episode, Energy Evolution spoke with Demetrios Papathanasiou, the organization's global director for energy and extractives.
View the full report here: https://www.worldbank.org/en/topic/energy/publication/scaling-up-to-phase-down
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Some members of the steel industry, which is known for being carbon-intensive, are looking toward cleaner primary steel production pathways to cut down on carbon emissions. One avenue is the production of “green steel,” which uses hydrogen instead of fossil fuels in the iron ore smelting process.
Energy Evolution correspondents Camellia Moors and Camilla Naschert spoke with Chathu Gamage, a manager in the Climate-Aligned Industries Program at RMI, and Kajsa Ryttberg-Wallgren, head of hydrogen at H2 Green Steel, about the green steel production process and how views about the product are changing in response to the energy transition.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Energy Evolution co-host Taylor Kuykendall shares one last interview from this year's CERAWeek by S&P Global conference. Sunny Elebua, the senior vice president and chief strategy and sustainability officer at Exelon Corp., joined the show to talk about some of the problems and solutions associated with the rapid rise of electric vehicles.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Sunnova Energy President and CEO John Berger joined the podcast from the CERAWeek by S&P Global conference to discuss solar energy deployment in the U.S. Sunnova Energy is an American residential and commercial solar energy company based in Houston, Texas. Also joining from the sidelines of the energy conference is former U.S. Department of Energy Secretary Ernest Moniz. Moniz, the founder of the think tank Energy Futures Initiative, discussed how current geopolitical events might impact the clean energy transition.
During CERAWeek by S&P Global in Houston, Energy Evolution co-host Taylor Kuykendall spoke with Raphael Declercq, the CEO of PowerFlex. Declercq's company is a solar-powered electric vehicle microgrid developer. Kuykendall also spent a few moments with Mark Danzenbaker, the CEO of GridPoint. GridPoint is an energy management platform for commercial buildings. The company's technology is already in more than 17,000 commercial buildings across the U.S.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Plug Power is a company providing hydrogen fuel cell systems to power electric motors in place of conventional batteries. Energy Evolution co-host Taylor Kuykendall spoke with Plug Power General Manager of Energy Solutions and Chief Strategy Officer Sanjay Shrestha during the CERAWeek by S&P Global conference in Houston in early March. Tune in to their conversation about challenges in the hydrogen space, building out hydrogen supply chains, and the policy environment for green hydrogen projects.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
8 Rivers is a company providing net-zero solutions across a wide range of sectors, including the oil industry, the renewable sector and so-called hard-to-abate sectors such as cement and steel makers.
Energy Evolution co-host Taylor Kuykendall spoke with 8 Rivers President and Chief Development Officer Damian Beauchamp at the company's booth during the CERAWeek by S&P Global conference in Houston in early March.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
An influx of public funding for energy transition technologies via the U.S. Inflation Reduction Act is keeping the U.S. Department of Energy quite busy.
S&P Global Commodity Insights' Energy Evolution caught up with Jigar Shah, director of the DOE's loan programs office. In this exclusive interview, Shah talks about the large-scale, all-of-the-above energy infrastructure projects his office is funding in the United States.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Pressure to improve metals supply chain transparency is growing, spurred by legislation as well as requirements set by end users like electric vehicle battery makers as they sign supply agreements with miners. At the same time, commodity producers are looking for ways to lure a new investor base to the industry. Supply chain participants are now turning to blockchain to help solve both problems.
Energy Evolution correspondent Camellia Moors spoke with the leaders of two companies at the intersection of blockchain-based technologies and commodities markets. This episode features interviews with Doug Johnson-Poensgen, founder and CEO of Circulor, which develops blockchain track and trace systems for industrial supply chains, as well as Duane Parnham, CEO of Madison Metals, a uranium mining and exploration company offering a uranium-backed NFT.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Li-Metal Corp. is a company working with lithium metal and anode technology to be used in next-generation lithium batteries.
The company's newly appointed president, Kunal Phalpher, said it is an exciting time to be involved in lithium. The development of battery technologies is moving along faster than he anticipated. As vehicle makers increasingly embrace electric vehicles, a race for differentiating technology could produce interesting new types of batteries that pave the way for new consumer products and services such as electric aviation, Phalpher said in an interview with S&P Global Commodity Insights.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Russia's invasion of Ukraine sapped its dominance as an energy and battery metals superpower, putting the energy transition at risk as countries scramble to source key resources elsewhere. While traders are still moving Russia's gas, nickel, and aluminum around the globe, prices for energy and key metals have jumped, wreaking havoc on the energy and mining industries in Europe and raising questions about global dependence on Russia for crucial supplies. On this episode, Energy Evolution shares some insights from experts we talked to on a recent live webinar hosted by S&P Global. Our guests on the webinar were Melanie Kenderdine, principal at Energy Future Initiative; Morgan Bazillian, director of the Payne Institute and professor of public policy at the Colorado School of Mines; Ben Cahill, senior fellow with the energy security and climate change program at the Center for Strategic & International Studies; and Georg Zachmann, senior fellow at Bruegel, a think tank focused on economic and policy issues.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Check out the full webinar mentioned today here: https://pages.marketintelligence.spglobal.com/Russia-war-and-the-energy-transition-Registration-February-2023.html
The U.S. Inflation Reduction Act is expected to unleash a wave of investment in renewable energy infrastructure. However, it also heavily favored investments at home, causing some concern among trading partners, including the European Union. Now, the EU is increasing its own efforts to promote the development of renewable energy.
S&P Global Commodity Insights reporters Molly Christian and Alex Blackburne join the show to discuss the differences in approaches between the U.S. and EU. The show also welcomes guests Michael Cerasoli, a portfolio manager of energy infrastructure strategies at Eagle Global Advisors, and Melanie Brusseler, a senior researcher at climate think tank E3G.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Electric vehicle demand is on an upward trend, generating excitement among some investors about the prospects of electric vehicle manufacturers and the miners supplying the materials needed for their batteries.
What retail investors lack, however, is direct exposure to minerals prices to avoid risks associated with investing in manufacturers and miners that may be untested or located in geopolitically hazardous areas, Charged Funds CEO Will McDonough told metals and mining reporter and Energy Evolution correspondent Camellia Moors.
McDonough joins Energy Evolution to talk about investment opportunities in energy transition metals, Charged Funds’ new metals-focused exchange traded fund, and the electric vehicle battery chemistries that will define the future of the energy transition.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In December, the U.S. Department of Energy announced that researchers at the Lawrence Livermore National Laboratory achieved nuclear fusion ignition, a major scientific breakthrough and a potentially big step for clean energy.
Joining us to discuss the scientific, commercial and climate implications of this breakthrough are Tammy Ma, a plasma physicist at the Livermore National Lab, and Andrew Holland, CEO of the Fusion Industry Association.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The world is clamoring for more nickel to feed the energy transition, particularly for use in electric vehicle batteries. Lifezone Metals aims to not only fill the need for nickel but also to differentiate itself by creating a much less carbon-intensive product.
Lifezone CEO Chris Showalter joins Energy Evolution to talk about the prospects for global nickel markets and what his company is doing to clean up nickel's environmental footprint.
Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In this episode, Energy Evolution hosts chat about the year ahead with S&P Global Market Intelligence's Steve Piper, the director of energy research and Mark Ferguson, director of research for metals and mining.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The world is increasingly in need of more lithium and other battery metals to meet the growing demand for electric vehicles, but there are doubts that mining can scale up quickly enough. Li-Cycle President, CEO and co-founder Ajay Kochar joins the podcast to talk about recycling batteries to recover valuable materials inside.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In this episode, S&P Global Commodity Insights reporter Karin Rives joins to share her interview with ZeroSix CEO Martijn Dekker. ZeroSix is a Houston-based venture focused on closing oil and gas wells and creating carbon offset credits for associated emissions that are avoided.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Europe’s energy economy changed almost overnight when Russia invaded Ukraine, cutting off access to a massive source of cheap, abundant natural gas. Now the EU is scrambling to secure new fuel sources and shield residents from soaring energy costs. Is this the new normal?
In this episode, S&P Global Commodity Insights reporters Alex Blackburne and Camilla Naschert discuss these developments as part of their four-part series on the European energy crisis.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
New York's climate goals are among the most aggressive in the U.S., creating a vast need for equipment and materials to supply the clean energy transition. Can the state's manufacturing sector meet the moment?
Joining us for this episode are John Williams of the New York State Energy Research and Development Authority, Clint Wilder of Clean Edge, Whitney Skeans of National Grid, Marnie LaVigne of Launch New York, and John Cerveny of the New York Battery and Energy Storage Technology Consortium.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Climate change and the global energy crisis are making nuclear power attractive again to countries and utilities that were once eager to reduce or eliminate reactors. But whether the uranium mining sector sees sufficient price signals to expand production remains to be seen. And many cost and execution issues facing new nuclear construction are not resolved.
In this episode, S&P Global Commodity Insights reporters Abbie Bennett, Camellia Moors and Kip Keen discuss these developments as part of their 3-part series on nuclear power.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The Inflation Reduction Act contains many provisions aimed at accelerating the development of clean power. In this episode we talk about one, in particular: the new law’s so-called direct pay provision, which is expected to help municipal utilities, electric cooperatives and other public, tax exempt utilities to tap federal clean energy incentives.
To talk about it, we're joined by Nick Chaset, CEO of East Bay Community Energy, a community choice aggregator in California.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The Inflation Reduction Act contains many provisions aimed at accelerating the development of clean power. In this episode we talk about one, in particular: the new law’s so-called direct pay provision, which is expected to help municipal utilities, electric cooperatives and other public, tax exempt utilities to tap federal clean energy incentives.
To talk about it, we're joined by Nick Chaset, CEO of East Bay Community Energy, a community choice aggregator in California.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The energy transition will require a huge influx of new workers with new skills. Where those workers will come from, and how they will be trained, are questions that big energy companies and policymakers in Europe and in North America are wrestling with as the shift to renewable energy sources gathers steam.
Joining us to discuss these challenges in this episode are: S&P Global Commodity Insights Reporter Camilla Naschert; Kerstin Knapp of Vestas; Tom Hopkinson of Taylor Hopkinson; Louise Christensen and Stefan Hobmair of Baywa r.e.; and Nate Manning of Johnson Controls.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The energy transition will require a huge influx of new workers with new skills. Where those workers will come from, and how they will be trained, are questions that big energy companies and policymakers in Europe and in North America are wrestling with as the shift to renewable energy sources gathers steam.
Joining us to discuss these challenges in this episode are: S&P Global Commodity Insights Reporter Camilla Naschert; Kerstin Knapp of Vestas; Tom Hopkinson of Taylor Hopkinson; Louise Christensen and Stefan Hobmair of Baywa r.e.; and Nate Manning of Johnson Controls.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Three years after a movement materialized in several West Coast cities to prohibit natural gas use in new buildings, those policies are gathering momentum along the East Coast. Strategies to require building electrification have advanced recently in New England and Washington, D.C., while an effort to prohibit local gas bans failed in Pennsylvania, a major gas-producing state.
Joining us for this episode is Tom DiChristopher, a senior reporter for S&P Global Commodity Insights covering natural gas, to provide an update on gas restrictions and electrification mandates across the U.S.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
A new package of energy policy is moving through the U.S. Congress after Sen. Joe Manchin, D-W.Va., struck a deal with fellow Democrats. Energy Evolution recently sat down with colleagues from the S&P Global Commodity Insights newsroom to talk about the implications of the legislation. Guests include Molly Christian, Bill Holland and Camellia Moors.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
On June 30, the U.S. Supreme Court issued a ruling in West Virginia v. EPA, limiting the agency's authority to deal with climate change. Energy Evolution recently sat down with colleagues from the S&P Global Commodity Insights newsroom to talk about the implications of the ruling. Guests include Glen Boshart, Zack Hale and Corey Paul.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Energy efficiency as a service, or EEaaS, represents a growing model for investing in energy efficiency improvements allowing customers to reduce costs and emissions over the long term while minimizing or avoiding upfront expense. So how does it work? Aaron Block, CEO of Allumia, a leading EEaaS firm, joins us for this episode to break it down.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The U.S. is highly dependent on other countries for lithium-ion batteries and materials. Aaron Bent, CEO of lithium-ion battery materials startup 6K, told Energy Evolution that could change with new technologies.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Inside Koch Industries' push into solar, batteries and electric cars: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/inside-koch-industries-push-into-solar-batteries-and-electric-cars-69705159
S&P Global Commodity Insights reporters dove into the net-zero goals of companies in the energy, mining, technology and communications, insurance and banking sectors. Several journalists who worked on the project joined us for this episode to discuss what they discovered.
The first article in the series is available here: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/path-to-net-zero-as-regulators-step-in-push-for-climate-disclosure-intensifies-70485484
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Energy storage is a crucial piece of technology for advancing the energy transition. Andrew Tang, vice president of energy storage and optimization with Wärtsilä, joins Energy Evolution to talk about how batteries can overcome intermittency — the "Achilles heel" of renewable energy sources.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Russia's invasion of Ukraine has major consequences for the energy transition in Europe, from cutting reliance on Russian gas to accelerating renewable deployment to extending the lives of coal and nuclear plants. Joining us to discuss these issues are Kristian Ruby, secretary general of Eurelectric, the trade group for European utilities; Roman Kramarchuk, head of future energy analytics at S&P Global Commodity Insights; and Florian Widdel of BEE, the German renewable energy federation.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
In this episode, Taylor talks with Aaron Berndt, head of energy industry partnerships at Google, who works with utilities to distribute the Nest home automation system, which can conserve energy by controlling thermostats, smart light bulbs and more.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Heliene President Martin Pochtaruk told the Energy Evolution podcast that financing continues to be a challenge for solar manufacturers in the U.S. and Canada as supply chain bottlenecks impact global suppliers. Heliene manufactures solar photovoltaic modules at its U.S. and Canadian facilities.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Energy Evolution sat down with several women with careers focused on the energy transition and sustainability for an episode celebrating Women's History Month.
Guests include Enel Green Power's Maggie Teliska and Israa Ismail, Agoro Carbon Alliance's Anastasia Pavlovic and Giulia Sartori, and Angie Slaughter with Anheuser Busch.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Hydrogen’s role in decarbonization is under the microscope as developers aim for large-scale global deployment of technologies like fuel cells. For this episode, we spoke with Plug Power CEO Andy Marsh about the fuel’s widespread appeal.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
What happens after a clean energy startup achieves a major technological or scientific breakthrough? To survive and scale up as a clean energy business you need the right mix of funding, timing, strategy and many other variables. For this episode we talk to Tim Latimer, CEO of geothermal developer Fervo Energy, and Eric Dresselhuys, CEO of long-duration battery storage producer ESS, about their experiences launching businesses.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Seven guests from across a wide swath of energy organizations join Energy Evolution to talk about the issues likely to affect the transition to cleaner energy in 2022. Guests are Sheila Hollis of the U.S. Energy Association; John DiStasio of the Large Public Power Council; Julia Hamm of the Smart Electric Power Alliance; Maria Korsnick, of the Nuclear Energy Institute; Arshad Mansoor of the Electric Power Research Institute; Jim Matheson of the National Rural Electric Cooperative Association and Greg Wetstone from the American Council on Renewable Energy.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
National Grid USA President Badar Khan said he is optimistic about global climate action in 2022, but also outlined several challenges ahead in a recent interview for the latest episode of S&P Global Market Intelligence's Energy Evolution podcast.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
From hydrogen and wind power to COP26 and severe weather events that tested the grid, 2021 was a year of major advancements and challenges for the energy transition.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
As world leaders gathered for global climate talks in Glasgow, former U.S. Department of Energy Secretary Ernest Moniz joined Market Intelligence Live for an online video chat about climate solutions and decarbonization innovation. This episode features the audio recording of the discussion between Moniz and Energy Evolution co-host Taylor Kuykendall.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
World leaders are gathering for global climate talks in Glasgow. For this episode, we talked to several climate experts from the U.S. and abroad who are familiar with past negotiations including Kelly Sims Gallagher, Carol Browner, Helen Mountford, Rachel Kyte, Thom Woodroofe, and Amal-Lee Amin.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Piedmont Lithium President and CEO Keith Phillips sat down with the show to talk about the North Carolina-based company's efforts to tap into lithium supplies. Demand for the battery material is rapidly increasing as a critical component of electric vehicles.
Check out S&P Global's recent dive into the growing electric vehicle sector here.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
With construction set to begin on the 800-MW Vineyard Offshore Wind farm, the U.S. is on the cusp of a massive buildout of offshore wind generation along the Atlantic Coast. But challenges loom, from an arduous permitting process to grid interconnection to financing. In this episode the team talks to Ørsted COO Troy Patton, Dominion Energy's Mark Mitchell, Wells Fargo tax equity banker Samantha Buechner, Lesley Jantarasami of the Bipartisan Policy Center and Christy Guthman of GE Renewable Energy.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Richard Glick, chairman of the Federal Energy Regulatory Commission, joins Energy Evolution to discuss what it will take deliver more clean energy to U.S. consumers.
FERC recently began a push to address obstacles that are holding up the development of electric transmission in a bid to connect more consumers to less emissions-intensive energy and avert the worst impacts of a changing climate. Glick said he is confident that the U.S. can drastically increase its electric transmission capacity by mid-century to meet that goal.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Natural gas producers are partnering with data companies to reduce emissions amid growing pressure to decarbonize supplies. This episode features interviews with Chris Romer, the co-founder and CEO of Project Canary, and Andrew Baxter, the Environmental Defense Fund's director of energy strategy. The team also spoke with Andrew Logan, senior director for oil and gas at nonprofit investor network Ceres. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The move from fossil fuels to cleaner energy sources can have a big impact on the communities that once depended on those industries.
Our guest for this episode is Brian Anderson, director of the National Energy Technology Laboratory. He was recently tasked with leading the Biden administration's Interagency Working Group on Coal and Power Plant Communities and Economic Revitalization. In this role, he aims to identify and ameliorate the economic and social problems encountered by communities reliant on fossil fuel extraction, as those fuels account for a smaller proportion of energy production.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
U.S. utilities are responding to growing demand for electric vehicles by forming new coalitions to build charging infrastructure for their consumers. Energy Evolution spoke with two leaders in the utility space to better understand the trend.
This episode features interviews with Badar Khan, the U.S. President of National Grid and Matthew Forck, the vice president of community economic development and energy solutions for Ameren Missouri. The team also spoke with Kara Kockelman, a professor of transportation engineering at the University of Texas Austin and Amanda O’Toole, a specialist in clean economy investing and portfolio manager for AXA Investment Managers.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Electric vehicle demand is expected to skyrocket worldwide and that could require a lot more minerals than currently being supplied today for the necessary batteries.
S&P Global Market Intelligence expects sales of passenger plug-in electric vehicles to increase from just over three million units in 2020 to over 11 million units by 2025. Meanwhile, the International Energy Agency recently suggested that government action will be needed to ensure adequate supplies exist of nickel, cobalt and rare earth elements given the "looming mismatch" between expected demand and planned investments in supply.
This episode features interviews with Nikit Abyankar, a scientist at the Lawrence Berkeley National Laboratory and David Wooley the executive director of the Center for Environmental Public Policy at the University of California, Berkeley. The team also spoke with S&P Global Market Intelligence metals analysts Jason Sappor and Alice Yu, and Payal Sampat, the mining program director at Earthworks.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The world is moving closer to mining the deep sea to accommodate surging demand for battery metals needed in the global energy transition, but opposition to the practice is also mounting.
After years of review, the International Seabed Authority, or ISA, is nearing completion of regulations that would allow entities to begin collecting lumps of metal from the deep ocean. While some tout the process as a greener alternative to terrestrial mining, several ocean scientists and environmental groups are urging caution.
This episode features interviews with: Douglas McCauley, a professor of ocean science at the University of California, Santa Barbara; Matthew Gianni, co-founder of the Deep Sea Conservation Coalition; DeepGreen Metals Inc. CEO Gerard Barron; and Jeffrey Drazen, a professor at the University of Hawai'i at Manoa.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
The February winter storm that crippled the Texas power grid left millions of residents without light and heat for days, and drove natural gas prices to record highs. So how did this happen? What does it mean for the future of the energy industry?
Joining the discussion are Jay Hakes, an author and former administrator of the U.S. Energy Information Administration, Emily Grubert, a professor at Georgia Tech, International Energy Agency analysts Keith Everhart and Gergely Molnar, and Shayle Kann with Energy Impact Partners.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
President Joe Biden moved quickly to return the United States to the Paris climate. He is likely to take major steps forward on climate policy that could impact the energy transition as the world heads to the 2021 United Nations Climate Change Conference later this year. However, the United States also faces a credibility problem on climate change issues after the Trump administration withdrew from the agreement.
During this episode, we hear from multiple guests on the U.S. returning to climate talks, and what the implications could be for on the energy transition already underway: Christine Todd Whitman, former New Jersey governor and EPA chief; Eric Usher, the head of the United Nations’ Environmental Program Finance Initiative; Jonathan Elkind, a senior research scholar at the center on global energy policy at Columbia University; Amanda O’Toole, global portfolio manager and clean economy strategy manager with AXA Investment Managers; and Paul Baiocchi, senior investment strategy advisor at SS&C ALPS Advisors.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
Hydrogen is generating a lot of buzz in the U.S. energy world, but what might look like a nascent technological revolution is not going to occur overnight, according to several experts interviewed on this episode.
But while hydrogen has received its fair share of hype in the past, this time may be different as the growth of sustainability-driven investments, rising pressure to act on climate change and shifting economics are increasingly favoring hydrogen technologies.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
New financial tools are emerging alongside new technology to help companies address greenhouse gas emissions.
Unlike green bonds, where the proceeds from the bond are used for new and existing projects with environmental benefits, sustainability-linked bonds can be more flexible.
NRG Energy announced the issuance of a $900 million sustainability-linked-bond earlier in December. The company says that is going to help them achieve a 50% reduction of absolute greenhouse gas emissions by 2025 and reach net-zero GHG emissions by 2050 from a 2014 baseline.
Gaetan Frotte, the senior vice president and Treasurer at NRG Energy, spoke with Energy Evolution co-host Taylor Kuykendall about the latest announcement.
As the world aims to hit global climate goals, countries and companies around the world are setting targets and making plans to reduce emissions of greenhouse gas. While utilities are leading the way in the energy sector, rising pressure from investors has the oil and gas sector working to catch up.
S&P Global Market Intelligence's Energy Evolution interviewed Williams Cos. Inc. President and CEO Alan Armstrong and Enbridge Inc. Chief Sustainability Officer Peter Sheffield on their companies' recently-announced ambitions to achieve net-zero greenhouse gas emissions by 2050.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
President-elect Joe Biden is expected to enter the White House with big plans to address climate change, a goal with substantial implications for the energy sector.
Biden's climate plan is a $2 trillion economywide proposal that looks to cut or eliminate emissions from power generation, transportation, buildings, agriculture and more. S&P Global Market Intelligence's Energy Evolution team briefly previews some potential implications for the energy sector with senior policy correspondent Molly Christian.
Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
While Democratic nominee Joseph Biden and Republican President Donald Trump have different stances on fossil fuels, much of the demand for clean energy is being driven at the state and individual consumer level, where it may be difficult to reverse the momentum of a transition toward more renewables. But there are several ways that transition could be slowed or accelerated by the outcome of the election.
In the second of two episodes on the Nov. 3 contest, S&P Global Market Intelligence's Energy Evolution team spoke about potential impacts to the oil, gas and utility sectors with Lillian Federico, energy research director for Regulatory Research Associates, Sarah Ladislaw, a senior vice president and director of the energy security and climate change program at the Center for Strategic and International Studies and Christine Tezak, managing director of research at ClearView Energy Partners.
Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
With the upcoming U.S. presidential election offering two very different visions for the energy industry's future, some executives remain confident the renewable energy transition has gained a permanent foothold no matter the outcome. On Energy Evolution's latest episode, Sunnova CEO John Berger, Hannon Armstrong Managing Director Susan Nickey, Ramaco Resources Chairman Randall Atkins and former Energy Secretary Ernest Moniz game out what's at stake in 2021, based on who prevails in November.
Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Be sure to subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
As the 2020 wildfire season continues to inflict damage across the American West, a key question will be how much, and how fast, the battery storage sector can mobilize to reinforce the power grid in California and elsewhere. S&P Global Market Intelligence examines the prospects of battery storage technology in our latest episode featuring Fluence Energy LLC COO John Zahurancik; Dan Finn-Foley, head of energy storage with consultancy Wood Mackenzie's energy transition practice and Dharik Mallapragada, a research scientist at the Massachusetts Institute of Technology Energy Initiative.
Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Be sure to subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
As calls for racial justice grow across the U.S., the impacts of energy infrastructure projects on communities of color are also getting more attention. Does the cancellation of a major project like the Atlantic Coast gas pipeline mark a turning point for the movement? In this episode, S&P Global Market Intelligence's Energy Evolution podcast team spoke about the implications for the sector with experts Jean Su of the Center for Biological Diversity and University of Michigan Professor Tony Reames, as well as community activists Vicki Dobbins and Richard Walker.
Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution to catch upcoming episodes!
Local governments around the United States are making it more difficult to include natural gas as a fuel option in new building construction. S&P Global Market Intelligence senior reporter Tom DiChristopher joins the podcast with interviews about the varied approaches communities are taking on natural gas infrastructure and how the industry is responding.
The coronavirus pandemic is wreaking havoc on the world economy. Could the global energy transition and the jobs that come with it be a part of the cure? Former U.S. Department of Energy Secretary Ernest Moniz believes it will be. He is behind a new initiative to develop the framework for a modern energy economy that prioritizes the creation and preservation of high-quality jobs. Energy Evolution called the former Obama Administration official to talk about the potential of this new effort, which energy sources will be a part of the jobs revolution, the role government can play to encourage new energy technology and more.
The coronavirus pandemic could help accelerate the investment shift from oil and gas to renewable energy. But the pace of that transition depends heavily on how governments direct economic recovery spending, and whether the consumer behavior changes induced by the pandemic prove permanent. In this episode, the Energy Evolution team spoke about these issues with Fatih Birol of the International Energy Agency, environmentalist and writer Bill McKibben, Amy Myers Jaffe of the Council on Foreign Relations, and Mark Lewis, head of climate change investment research at BNP Paribas Asset Management. Check out the article accompanying the episode here. Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution to catch upcoming episodes!
States developing long-term plans to zero out carbon emissions by mid-century are key to driving adoption of advanced nuclear technology, Dr. José Reyes, a co-founder of NuScale Power said on S&P Global Market Intelligence's Energy Evolution podcast.
NuScale is developing a new design for nuclear small modular reactors, or SMRs, which could be useful for states moving toward a system in which "firm" carbon-free power generation technology is needed to complement renewables.
Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution to catch upcoming episodes!
As the COVID-19 pandemic drives crude oil prices into the $30 per barrel range, the Energy Evolution team takes a look at what the global economic slowdown means for fossil fuels, utilities and renewable energy. Listen to the episode, and subscribe to catch future episodes. (Photo: AP)
BlackRock Inc., the world's largest asset manager, recently announced it would be pulling out of its investments in certain parts of the coal sector. The move is part of a broader trend where banks, insurers and other parts of the finance world are pledging to stay away from fossil fuels to address concerns about climate change. Join us on Energy Evolution, where this month we check in on what is being said about the rising fossil fuel divestment trend and talk to activists, analysts and a representative of the largest coal company in the U.S. about what is going on and what may be next.
After an S&P Global Market Intelligence investigative team uncovered the powerful incentives to build natural gas-fired power plants in the U.S., the Energy Evolution podcast interviewed some of the "Overpowered" series' sources and authors to follow up on why utilities are adding gas generation despite flat demand and some states' efforts to adopt more renewable energy.
Energy Evolution also talked to sources from the Overpowered series about why the PJM Interconnection — the country's largest market for electric power — may continue to over-procure gas generation capacity, how Virginia state officials are starting to push back against Dominion Energy Inc.'s electricity demand forecasts and what the Oxnard, Calif., city council is doing to acquire more power from renewable resources after rejecting the Puente Power Project proposed by NRG Energy Inc. and Edison International utility Southern California Edison Co.
Subscribe to Energy Evolution on Soundcloud, Apple Podcasts, Spotify and Stitcher.
(Photo: AP)
From turkeys and LED lights to celebrating Hanukkah with solar energy, the Energy Evolution team breaks down power usage during the holidays with efficiency tips, fun facts and a cooking tutorial.
The fourth episode also features answers to questions about the history behind Americans' holiday light tradition, which variety of stuffing is best and how regional grid operators prepare to accommodate soaring demand.
Subscribe to Energy Evolution on Soundcloud, Apple Podcasts, Spotify and Stitcher.
(Photo: AP)
The price of producing electricity from solar energy has dropped rapidly in the last several years and nothing is stopping it from dropping even further, an expert recently told the hosts of Energy Evolution, an S&P Global Market Intelligence podcast. There is still room for reducing the cost of solar, both by improving the physical workings of the technology itself and by reducing the cost of production and deployment of solar photovoltaics, said Greg Nemet, a professor at the University of Wisconsin-Madison who researches technological shifts and how public policy can affect those changes. Once denounced as too expensive, solar energy is already displacing other fuel sources as the cheapest form of generation in some regions. Nemet, who wrote the recently published book "How Solar Energy Became Cheap," noted one of the challenges with solar energy is that once it is installed it essentially becomes a zero variable cost source of electricity. That could contribute to under investment on the part of utilities. The solution, he said, is to modernize utility regulations that in many cases were created decades ago in order to better accommodate renewable energy resources and other technologies.
Listen to the full episode to hear more, and subscribe to Energy Evolution to catch future episodes.
(Photo: AP)
As technological innovation is spurs opportunities in the energy sector, the U.S. government wants to facilitate a major shift in how the nation generates its power, top federal energy officials said during a new S&P Global Market Intelligence podcast. "We are in this incredible American moment where we are really seeing a fascinating transition in our energy landscape," Federal Energy Regulatory Commission Chairman Neil Chatterjee said on S&P Global Market Intelligence's second episode of Energy Evolution. "The challenge is that this transition is putting pressure on traditional forms of baseload power, namely coal and nuclear. As the regulator responsible for the reliability of the grid, ensuring that we can make that transition while maintaining reliability is a challenge." The administration has taken several steps to try to support coal and nuclear power. However, agencies like FERC and the U.S. Department of Energy are also supporting the development of policies and technology that would support the growing role renewable energy plays in U.S. electricity generation. "If the cost of renewables, the cost of storage, gets to a point where it can compete, I think that's great for consumers," Chatterjee said. "It's great for the economy. It's great for the environment and it's great for America." The U.S. electricity grid has already undergone a massive change as cheap natural gas from new shale gas drilling technologies pushed coal-fired generation out of the market. Now, growing renewable energy deployment is causing a "bit of a strain on the system," said Brian Anderson, director of the DOE's National Energy Technology Laboratory. "What we're looking for in the future are the options for large scale grid storage of electricity," Anderson said on the Energy Evolution podcast. "There are only a few options: battery packs — the costs are coming down tremendously — and other grid-scale storage options for storing electrons. We're going to start seeing a grid that is much different than we are used to because we need to be able to follow the dynamic nature of intermittent renewables." The DOE is working on finding a part of that solution. For example, they are studying materials that could be used to create a new generation of battery storage technology that does not have the same limitations as current batteries utilizing lithium-ion. "Lithium ion's done a great job for the last two or three decades, providing storage capabilities," said Dan Brouillette, the deputy secretary of the U.S. Department of Energy who has recently been tapped to succeed outgoing Energy Secretary Rick Perry. "But it is limited and the ability to do utility-scale or large-scale storage still eludes us. That's why we've seen perhaps a slower adoption of some of the renewable technologies and we might otherwise have had." DOE is examining the possibility of using magnesium-ion instead of lithium-ion, for instance, which may prove to be a better means of storing power for later use. Battery storage research and development, he added is a high priority for the DOE as the technology is expected to be a "very important component" of the U.S. electricity generation mix in the coming years. The agency is also looking to more futuristic technology such as being able to beam power from one point to another without the use of wires. "Think about that," Brouillette said on the podcast. "Think about a world in which hurricanes matter perhaps a little bit less for the provision of electricity or the recovery from a major catastrophe like that. Those are some of the things we're thinking about at the DOE. And it's a very exciting place to be." Subscribe to Energy Evolution on Soundcloud to catch future episodes. (Photo: AP)
Population growth and mineral resource scarcity will hamper the global energy sector's transition from hydrocarbons to renewables even as activist investors push many oil and gas companies to pivot toward more sustainable electricity sources, financial forecaster and futurist Jason Schenker says in the inaugural episode of Energy Evolution, a new S&P Global Market Intelligence podcast. Schenker is the Chairman of The Futurist Institute and the President of Prestige Economics. He has also authored several books on disruptive emerging technologies, including "The Future of Energy". Subscribe to Energy Evolution on Soundcloud to catch upcoming episodes! (Photo: AP)