Energy Evolution

S&P Global Commodity Insights
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Apr 6, 2022 • 27min

The rise of Asia’s carbon trading hubs

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.
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Mar 29, 2022 • 26min

Meet a few of the women driving the energy transition

Energy Evolution sat down with several women with careers focused on the energy transition and sustainability for an episode celebrating Women's History Month.  Guests include Enel Green Power's Maggie Teliska and Israa Ismail, Agoro Carbon Alliance's Anastasia Pavlovic and Giulia Sartori, and Angie Slaughter with Anheuser Busch.   Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Mar 15, 2022 • 21min

Battery metals pricing evolves as EV transition accelerates

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. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22
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Mar 15, 2022 • 21min

Plug Power CEO says hydrogen's here today, not a fuel of the future

Hydrogen’s role in decarbonization is under the microscope as developers aim for large-scale global deployment of technologies like fuel cells. For this episode, we spoke with Plug Power CEO Andy Marsh about the fuel’s widespread appeal. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Mar 1, 2022 • 35min

How to launch a clean energy business

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!
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Mar 1, 2022 • 19min

Sustainable gas and nuclear investment: unpacking the EU’s taxonomy guidance

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
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Feb 8, 2022 • 18min

Battery pack costs on the rise: will it slow down EV adoption?

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
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Feb 2, 2022 • 31min

A preview of energy transition hopes and hurdles for 2022

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!
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Jan 19, 2022 • 23min

National Grid US president sees federal support as crucial for energy transition infrastructure

National Grid USA President Badar Khan said he is optimistic about global climate action in 2022, but also outlined several challenges ahead in a recent interview for the latest episode of S&P Global Market Intelligence's Energy Evolution podcast. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Dec 18, 2021 • 16min

Energy Evolution's year in review

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!  

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