Energy Evolution

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. Related content: Platts Carbon Credit Price Assessments Carbon Markets Specifications Guide  Voluntary carbon markets: how they work, how they're priced and who's involved Price Assessments (Subscriber content): Platts CRC ACRCA00 Platts Biochar, US ATCCA00 Platts  Biochar, India INBCY00 Platts Blue Carbon AJLUB00

Join Jasmin Melvin, S&P Global Energy's Senior Editor, along with Maya Weber, a policy expert, and industry voices Dustin Meyer from the American Petroleum Institute and JC Sandberg from the American Clean Power Association. They discuss President Trump's impact on energy policy, highlighting a possible fossil fuel resurgence and its effect on renewables. They delve into LNG export strategies, regulatory changes, and the balancing act needed for future clean energy alongside fossil fuels. It's a lively examination of the evolving energy landscape!

Kirsten Errick, a solar reporter for S&P Global, discusses the imminent end of the Section 25D tax credits and its impact on residential solar. Maheep Mandloi, a clean energy analyst, highlights the rush to complete installations before the deadline and challenges in financing models. Cinthya Peña analyzes how regional economics and rising electricity costs may still favor solar adoption. The conversation also touches on the evolution of business models towards third-party ownership and prospects for storage integration in the coming years.

Travis Miller, a senior financial analyst at Morningstar Securities Research, and Sam Huntington, research director at S&P Global Energy, dive into the U.S. power sector amidst rising electricity prices. They discuss a $1.1 trillion capital expenditure forecast by utilities and the massive influence of data centers on demand. The duo also explores how policies are shaping renewable energy investment, the shifting landscape of utility stocks driven by new investor interests, and the implications for retail rates in the coming years.

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.

Theresa Kammel, a weather derivatives expert at Munich Re, and Pierre Buisson, a quantitative weather-risk modeller, discuss the crucial role of weather derivatives in managing financial risks in energy markets. They explore seasonal patterns and the growing granularity of products to better hedge against weather impacts. Sean Kelly, CEO of Amperon, shares insights on how AI is revolutionizing energy forecasting with midterm predictions. The conversation highlights the importance of innovative strategies to stay ahead in a rapidly evolving market driven by climate change.

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.

Join Abbie Bennett, a nuclear energy reporter, Bill Freebairn from Platts discussing fuel markets, Adam Stein from the Breakthrough Institute analyzing reactor dynamics, and Drew Marsh, CEO of Entergy, as they explore the renewed interest in nuclear power. Discover how bipartisan support and demand from large consumers are driving this revival. They'll dive into advanced reactors, the financial landscape fueling innovation, and the industry's imperative to prove it can deliver projects on time and budget to meet future energy needs.