Energy Evolution (S&P Global Commodity Insights)

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

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. 

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

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

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

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

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

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

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.

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!

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

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

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

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

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

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

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

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

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

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. 

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

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

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

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

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

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. 

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.

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

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

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

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

In 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!

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. 

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 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. 

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

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!

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

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

In this episode of the Platts Future Energy Podcast, Gary Clark hosts downstream oil news managing editor Robert Perkins and head of aviation research James Simpson as they unpack the evolving landscape of jet fuel markets amid significant geopolitical and economic shifts.

From the pandemic's lingering effects on demand to the impact of the Russian-Ukraine conflict and Middle Eastern tensions, supply chains for jet fuel are under scrutiny.

Talking points range from the rise of Sustainable Aviation Fuel (SAF) and its potential to reshape the future of aviation, to the challenges posed by refinery closures and the need for strategic policy support. Join us for insights into the intricate balance of supply and demand in the aviation sector and what lies ahead for jet fuel markets.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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!

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

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

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. 

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!

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

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

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

The 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. 

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

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

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!

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

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

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

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

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

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

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

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, 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!

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

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

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

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

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

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

Price assessments (subscriber content):

BATCA04 Lithium Carbonate DDP China

BATCN00 Recycled Lithium Carbonate DDP China 

BATLS00 Lithium Spodumene 5.5% Li2O CIF China 

BATSP03 Lithium Spodumene 6% FOB Australia 

BATSS00 Lithium Spodumene 0.1% differential 

LCCIF00 Lithium Carbonate CIF Europe 

BATLA00 Lithium Triangle (LiT) FOB

ANINO00 Low-Grade Nickel Ore 

ANIOC00 High-grade Nickel Ore

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!

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

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. 

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!

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

Related articles:

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

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

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

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

As 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.

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!

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. 

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!

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

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

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

With 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!

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!

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

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

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

In the latest All Things Aviation episode on the Platts Future Energy Podcast, Sarah Abu Bakar speaks with feedstock analysts Rob Hatchett and Wes Petkau along with biofuel research associate director Ji Yang Lum. The discussion highlights the implications of global biofuel policy uncertainty and the potential impacts that trade tariffs pose on feedstock flows, further complicating an already uncertain and fragmented market. The group takes a regional approach to briefly outline the current layout of key factors influencing SAF policy support.

Links:

Tallow Dlvd Chicago cts/lb ATALA00 UCO Dlvd Houston cts/lb UDSAG00 UCO Dlvd San Francisco cts/lb UDSAF00

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. 

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

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

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

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

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.

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.

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

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. 

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

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

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!

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

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

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

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!

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

Related price assessment EADLP00 - EU Emission Allowance Nearest-December

Read further on our: Specifications Guide Carbon Markets

Carbon news & analysis 

Carbon in the Atlas Of Energy Transition

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.

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!

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. 

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

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

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

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!

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

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

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

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

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

Video series: What is the voluntary carbon market?

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

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!

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. 

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

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!

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. 

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

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

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

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. 

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!

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

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

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

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

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

Subscribe to Platts Dimensions Pro

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

“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.

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!

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.

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! 

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!

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.

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

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

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

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

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

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

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

In 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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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!

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!