

Energy Evolution
S&P Global Commodity Insights
Interviews, analysis and reporting from S&P Global Energy on energy and commodities' transition to a cleaner future. Host Eklavya Gupte speaks with policymakers, industry professionals and S&P Global Energy in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast merged with the Platts Future Energy podcast in January 2025.
Episodes
Mentioned books

Sep 19, 2019 • 27min
Energy futurist sees major obstacles for renewables in next 30 years
Population growth and mineral resource scarcity will hamper the global energy sector's transition from hydrocarbons to renewables even as activist investors push many oil and gas companies to pivot toward more sustainable electricity sources, financial forecaster and futurist Jason Schenker says in the inaugural episode of Energy Evolution, a new S&P Global Market Intelligence podcast. Schenker is the Chairman of The Futurist Institute and the President of Prestige Economics. He has also authored several books on disruptive emerging technologies, including "The Future of Energy". Subscribe to Energy Evolution on Soundcloud to catch upcoming episodes! (Photo: AP)

Aug 30, 2019 • 15min
Lithium producers seek direction amid changing scenarios
Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways. The bearish price trend triggered different strategies among some of the major worldwide producers, but which of them is more likely to succeed? And how...

Jul 31, 2019 • 6min
What does H2 hold for Chinese battery metals prices?
S&P Global Platts Battery Metals Podcast brings its focus back to China, the world's largest producer of new energy vehicles and the largest consumer of battery raw materials. In this episode, Platts commodity associate Melvin Goh and metals associate editor Joyce Zhang examine the impact of...

Jun 12, 2019 • 12min
The battery of the future: Seeking higher energy density
Lithium-ion battery manufacturers are in a quest to develop new, more efficient cathodes -- such as NCM 811—featuring higher energy density which allows electric vehicles to drive for longer distances. In addition to the cathode, there are several other areas of study being researched...

Mar 22, 2019 • 10min
What's in store for China's new energy vehicles?
China plays a crucial role in the global electric vehicles industry. It consumes more than half of the world's battery raw materials. In this podcast, editor Joyce Zhang and analyst Lucy Tang take a look at the rapid growth of new energy vehicles in China as well as the demand and supply of metals...

Feb 14, 2019 • 11min
Developments in battery metal raw materials; nickel and cobalt supply outlooks
S&P Global Platts global market and methodology specialist Marcel Goldenberg, battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and cobalt supply. High anticipated demand has seen the 'much...

Dec 3, 2018 • 8min
The state of cobalt supply and the potential impact on battery metal raw materials
S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019. Glencore’s recent announcement...

Sep 21, 2018 • 12min
Electric vehicle chargers: CHAdeMO, CCS, TESLA and GB/T
S&P Global Platts Battery Metals podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. Platts looks at chargers for electric vehicles and the East vs West battle about which technology will become...

Aug 1, 2018 • 8min
Battery 'Gigafactories' and their impact on battery metals raw materials
S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks at Gigafactories and why Europe seems to be the next hotbed for these to be...

Jun 19, 2018 • 4min
Chinese EV subsidies squeeze lithium carbonate prices
S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chinese electric vehicle subsidies that came...


