Energy Evolution

The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for power. In this episode, host Eklavya Gupte sits down with Javier Cavada , president and CEO for EMEA at Mitsubishi Power, to examine how AI's demand for 24/7 power has created multi-year waiting times for new gas turbines. The conversation explores the...

India's energy transition story can be vividly seen through the lens of one of its most established utilities, Tata Power, which has shifted from a long-standing reliance on coal to become an integrated renewable energy company aiming for a 70% clean power capacity mix by 2030. In this episode, S&P Global Commodity Insights editor Ruchira Singh interviews Tata Power CEO and managing director Prave...

The energy policy of Europe's largest economy, Germany, is the focus of this week's episode. The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion. Andreas Franke , editorial lead at S&P Global Commodity Insights, and Henning Gloystein , managing...

In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Donald Trump's second presidential term. As the US pivots toward fossil fuel expansion and rolls back clean energy initiatives, Europe is recalibrating its energy transition pace amid mounting concerns about economic competitiveness and affordability....

In this episode of Energy Evolution, host Eklavya Gupte examines the rising concerns among EU member states about the upcoming Emissions Trading System 2 (ETS2), set to launch in 2027. Worries are growing that ETS2 -- encompassing road transport, buildings, and small businesses -- could lead to substantial increases in energy prices, highlighting the complex interplay between ambitious climate obj...

While 2025's energy headlines have focused on trade wars and geopolitical turmoil, the market for International Renewable Energy Certificates (I-RECs) has seen a dramatic surge in demand, signaling a fundamental shift in corporate sustainability strategies. In this episode, host Eklavya Gupte sits down with Vittoria Morini , global I-RECs lead at S&P Global, and Fatemeh Zahedi , senior price repor...

Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch , senior gas and LNG news reporter, and Roudy Dirani, managing editor for European natural gas pricing, to explore what could be a volatile few months as Europe faces its first winter without pipeline Russian gas supplies. With EU storage levels slightly below recent hist...

In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European...

In this episode of the Energy Evolution podcast, Eklavya Gupte  speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Global Commodity Insights, about the current state of the US coal industry. Although the sector has experienced a significant decline in its share of electricity generation over the past several decades, recent data indicate a resurgence in production co...

In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new market dynamics in the world of marine fuels. Under FuelEU Maritime, which took effect from Jan. 1, 2025, ships calling at European ports have a mandate to cut greenhouse gas intensity by 2% this year from 2020 baselines, escalating to 80% by 2050. Hos...

As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to take place Sept. 25–26 in New Delhi — is set to bring together the nation's decision-makers and industry experts to examine the regulatory frameworks, investment opportunities, and technological innovations shaping India's hydrogen economy. The event wi...

Seen by hundreds of thousands, Swedish utility Vattenfall's expletive-laden campaign with Hollywood icon Samuel L Jackson asks the question: Offshore wind farms, yes or no? On this week's episode of Energy Evolution, Vattenfall's head of brand Monica Holmvik Persdotter explains the process behind the campaign and how the utility thinks about public discourse regarding the technology. Effective com...

In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on encouraging the transition to electric vehicles. With states varying wildly in their interest and support in electric vehicles and charging infrastructure, what will happen to the deployment of lower-carbon transportation in the country during the c...

In this episode, Commodity Insights analysts Tiffany Wang and Cinthya Pena explain the implications of the One Big Beautiful Bill Act for US renewables supply chains and project development. The OBBBA was a sweeping budget reconciliation bill which US President Donald Trump signed on July 4. Cuts to the tax credit regime introduced in the Inflation Reduction Act will effectively curb the bill's 45...

In this week's episode, energy reporters Camilla Naschert and Alex Blackburne explain the ongoing debate around the way in which price zones are divided in Europe's power markets. In markets with only one price zone, such as Germany and Britain, widening geographic distances between demand centers and new renewables development are starting to raise questions around grid bottlenecks, redispatch co...

In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments and companies are building critical infrastructure for carbon trading and global climate cooperation. Host Eklavya Gupte speaks with Gurvinder Bains, Director of Business Development of Environmental Solutions at S&P Global Commodity Insights, who h...

In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure. Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressures that are emerging from warmer temperatures. Co...

Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise. Surging interest in the technology has recently seen $7.1 billion raised across 50 global fusion startups. Research timelines appear to be accelerating, Steve Piper , director of energy research at S&P Global Commodity Insights, said on the podcast. Big Tech is well represented in t...

In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself. They look at ammonia's pivotal role as both a key ingredient in nitrogen fertilizer...

In this episode of Energy Evolution, host Taylor Kuykendall speaks with Gerard Barron, CEO of The Metals Co. Barron and his company are looking to mine the ocean floor for metals like cobalt, nickel, and rare earth elements as demand for the materials surges due to the rise of renewable energy technologies and electric vehicles. Barron discusses the potential of polymetallic nodules found in the d...

The global energy transition was already facing headwinds even as trade tensions and geopolitical uncertainty escalated. Supply chain disruptions, elevated interest rates, and persistent inflation have created additional hurdles for renewable projects. But could rising resource nationalism paradoxically accelerate the transition by spurring countries to prioritize domestic renewable energy develop...

In this episode of the Energy Evolution podcast we delve into the emerging field of carbon removal technologies and their role in the fight against climate change.  The discussion highlights various methods, including both technology-based solutions like direct ocean capture and nature-based approaches such as reforestation. Our guests on this week's episode are Jan-Willem Bode, President, Puro.ea...

Clean energy buyers are facing new challenges and opportunities in the face of a shift in US politics and rising demand for electricity to power energy-hungry data centers.  Rich Powell, CEO of the Clean Energy Buyers Association, joins Energy Evolution to talk about how his organization, representing over $15 trillion in market cap and contracts for 84 gigawatts of new clean energy, is tackling t...

A blackout of historic proportions on the Iberian peninsula April 28 has sparked a debate on responsibility and prevention, while the investigation into the causes is ongoing.  One undeniable conclusion is that investments in grids are becoming more important, S&P Global Commodity Insights analysts Kerry Thacker-Smith and Alexandre Mace explain on this episode of Energy Evolution.  Albéric Mongren...

This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are reforming Chinese energy markets. Host Eklavya Gupte speaks with Ivy Yin , energy transition market specialist at S&P Global Commodity Insights, who explains how China is shifting toward a more inward-looking energy strategy by boosting domestic gas pro...