EnergyCents

More than $40 billion of North America pipeline deals were announced earlier this year as infrastructure owners reposition themselves for success in an evolving energy landscape. Infrastructure investment expert Greg Garneau joins EnergyCents with hosts Hill Vaden and Sam Humphreys to describe the evolution of North America infrastructure since 2016, and consider some of the drivers behind recent deal flow. Learn more about S&P Global Market Intelligence Issuer Solutions coverage at: https://www.spglobal.com/marketintelligence/en/campaigns/issuer-solutions Join the conversation at energycents@spglobal.com

Oil and gas exploration activity in the Asia Pacific region is increasingly focused on mature basins as energy security concerns motivate regional operators. Upstream expert Tony Dimabuyu joins EnergyCents with hosts Hill Vaden and Sam Humphreys the provide an overview of recent E&P activity in the Asia Pacific region, and identify some of the more compelling projects to watch. Learn more about S&P Global Commodity Insights coverage at: https://www.spglobal.com/commodityinsights/en/ci/products/upstream-intelligence.html Join the conversation at energycents@spglobal.com

Vietnam released its long-awaited Power Development Plan VIII (PDP8) in May 2023 outlining power-sector priorities to 2030, which includes a transition away from coal-fired generation. Vietnam energy expert Zhi Xin Chong joins EnergyCents with hosts Hill Vaden and Sam Humphreys the discuss what PDP8 means to the country's natural gas sector, and implications for the development of domestic resources as well as LNG imports. Learn more about S&P Global Commodity Insights coverage at: https://www.spglobal.com/commodityinsights/en/ci/products/asia-pacific-regional-integrated.html Join the conversation at energycents@spglobal.com

The podcast discusses trends in transmission investment in the North American power sector as it transitions to low-carbon. It explores challenges and priorities of transmission maintenance and new build, capital spending and outlook for electric utilities, growth rates in the energy industry, and increasing emphasis on regulated parts of the business. It also addresses the shortfall in investment needed for a net-zero transmission network and the shift towards smaller local projects and resilience-focused investments.

Strategies to manage global climate and energy concerns are known to intersect, occasionally in conflict and often in alignment. Energy production will again be a focus of the upcoming climate-change conferences: Climate Week in New York City (17-24 Sept 2023) and COP28 in Dubai (30 Nov 2023-12 Dec 2023). Peter Gardett joins EnergyCents with hosts Hill Vaden and Sam Humphreys ahead of his upcoming participation in Climate Week to discuss the conferences' respective places in influencing global energy and climate initiatives, and why hydrogen will be a major focus at Climate Week. Learn more about S&P Global Commodity Insights Upstream coverage at: www.spglobal.com/commodityinsight…g-in-energy.html Join the conversation at energycents@spglobal.com

Australia's focus on Carbon Capture and Storage (CCS) initiatives and its potential to become a regional hub for emissions mitigation discussed. Exploration and business models for CO2 storage, hydrogen projects, and the impact of COVID on investment in Australia highlighted. Costs and work programs associated with bid rounds for new oil or gas projects and potential release of another round focused on CCS mentioned.

Nuclear energy plants emit no carbon and can run twenty-four hours per day without relying on wind or sunlight. Recently big-name investors have put their celebrity – and money – behind innovations in Small Modular Reactors (SMRs) and fusion. North America Power Expert Steve Piper joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the changing views on nuclear electricity as the world embraces net-zero goals, and whether the renewed enthusiasm represents a nuclear renaissance. Learn more about S&P Market Intelligence at: https://www.spglobal.com/marketintelligence/en Join the conversation at energycents@spglobal.com

Shell (Graff-1) and TotalEnergies (Venus 1-X) in 2022 each announced successful offshore exploration wells in Namibia's Orange Sub-basin. Enthusiasm is high enough to warrant discussion that Venus has perhaps identified Africa's 6th Super Giant oilfield. Upstream expert Justin Cochrane joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Namibia's recent deepwater exploration success, and consider the timelines and hurdles that must be overcome in reaching commercial goals. Learn more about S&P Global Commodity Insights here: https://www.spglobal.com/commodityinsights/en Join the conversation at energycents@spglobal.com

Government policy and, in many cases, consumer preferences are accelerating new sales of electric vehicles. Automotive expert Devin Lindsay joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rise of electric vehicles, and consider how this shift in mobility may affect automotive and energy industries going forward. Learn more about S&P Global Mobility here: https://www.spglobal.com/mobility/en/index.html Join the conversation at energycents@spglobal.com

#Copper is often spoken of as having a phd because its price can be used to quickly diagnose global economic health. The #metal will also be key in realizing ambitions of an electrified, low-carbon future. Metals and Mining experts Ronnie Cecil and Kevin Murphy join EnergyCents with host Hill Vaden to discuss the role of copper in #electrification, and consider some of the challenges and opportunities for industry as it seeks supply. Learn more about S&P Global Commodity Insights Metals and Mining coverage here: https://www.spglobal.com/marketintelligence/en/campaigns/metals-mining Join the conversation at energycents@spglobal.com