Energy Evolution

In the latest episode of Energy Evolution, host Eklavya Gupte speaks with  Daniel Klier, CEO of South Pole, a key player in the carbon markets. As the industry grapples with a credibility crisis, Klier shares insights on the various initiatives the voluntary carbon market is undertaking to restore trust and foster a more resilient and robust ecosystem. He also discusses how South Pole has adapted...

In this episode of Energy Evolution,  Taylor Kuykendall interviews Jonathan Silver, chair of the Global Climate Council at Apollo Global Management and co-founder of the new advisory firm Multiplier. Silver, who was executive director of the US Department of Energy's Loan Programs Office during the Obama administration, shares insights on the current clean energy financing landscape and discusses...

In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new...

In this episode of Energy Evolution, host Taylor Kuykendall moderates a panel discussion at the Tom Tom Festival in Charlottesville, Virginia, focusing on the question of how to fund solutions to climate change.  The panelists highlighted the current challenges faced by climate tech companies in securing funding, particularly in a volatile political and economic landscape. Their conversation delve...

The International Maritime Organization recently agreed to a global deal to tackle shipping emissions after over a year of tense and fraught talks, with the US dramatically exiting discussions. The agreement includes mandatory marine fuel standards and a carbon trading mechanism. It will need to be adopted in October, but some countries still vocally oppose the measures. In this episode of Energy...

Efforts to simplify the EU's Carbon Border Adjustment Mechanism reflect a broader struggle within the bloc to balance environmental goals with economic realities. In this episode of Energy Evolution, host Eklavya Gupte speaks with Commodity Insights senior director Coralie Laurencin , Dan Maleski of Redshaw Advisors , and Nick Ogilvie of CarbonChain , who dig deep into what these proposed changes...

This episode of Energy Evolution focuses on the recent executive order signed by President Donald Trump to boost domestic mineral production in the US. This order seeks to reduce reliance on foreign mineral supplies, particularly from China, which dominates the mining and refining sectors for critical minerals. Lithium, cobalt, nickel, and rare earth elements are just a few materials essential for...

Having ramped down imports of Russian gas at the start of the Russia-Ukraine war, the European Union may need to answer industry calls for higher imports if peace or a ceasefire are achieved. But will politicians be comfortable with this, and what about the damaged Nord Stream pipelines? And how does the US approach the topic, having become a major LNG supplier to Europe in the past few years? Lau...

As global competition and trade tensions rise, the EU Commission has pledged to create a supportive business environment for cleantech manufacturing and deployment, including €100 billion in support for manufacturing. But will this be enough to stave off the risk of deindustrialization? In this episode of Energy Evolution, podcast correspondent Camilla Naschert explains the EU's latest legislation...

In this episode of Energy Evolution, host Taylor Kuykendall chats with Ernest Moniz, founder and CEO of the EFI Foundation and the former US Department of Energy Secretary during the Obama administration. We'll also talk to Vast Energy CEO Craig Wood and Plug Power Chief Strategy Officer Sanjay Shrestha.   The discussions, held on the sidelines of the CERAWeek by S&P Global conference, focus on in...

In this episode of Energy Evolution, host Taylor Kuykendall engages with more industry leaders at CERAWeek, including Maria Pope, CEO of Portland General Electric; John Pettigrew, CEO of National Grid; and Rebecca Kujawa, CEO of NextEra Energy.  The discussion revolves around the rapid growth of datacenters and the evolving energy landscape. Pope highlights the significant role of semiconductor ma...

In this episode of Energy Evolution, co-host Taylor Kuykendall delves into developments in battery technology with Pure Lithium founder and CEO Emilie Bodoin and explores methods for extracting lithium with International Battery Metals CEO Iris Jancik from the sidelines of the CERAWeek by S&P Global conference. The episode also addresses electric vehicle adoption, the impact of changing political...

In this episode of Energy Evolution, host Taylor Kuykendall sits down with Hannah Hauman, head of carbon trading with multinational commodities company Trafigura, to learn more about the world of carbon markets.  After a brief overview of carbon markets, listeners will learn more about the impacts of geopolitical changes, artificial intelligence and more shaping carbon trading. Hauman emphasized t...

As CERAWeek by S&P Global wraps up,  Taylor Kuykendall sits down with Commodity Insights co-president Dave Ernsberger , LNG news reporter Corey Paul and power news reporter Kassia Micek to tease out the interesting themes and moments from the conference.  With the AI race front and center at CERAWeek, some of the biggest conversations revolved around powering datacenters, and with a new Trump admi...

Grid planning and capacity optimization in the US have much room for improvement, for instance through new AI capabilities, Arshad Mansoor , president and CEO of the Electric Power Research Institute (EPRI), says on the sidelines of the CERAWeek by S&P Global conference. Increased flexibility could stave off the potential of rising power bills for general consumers in light of the country's rapid...

"One difficulty may be the wind side," says Rich Voorberg, president of the North America hub of energy equipment provider Siemens Energy, on the sidelines of the CERAWeek conference in Houston. Meanwhile, the gas turbine and grids divisions are struggling to keep pace with surging demand, Voorberg tells Energy Evolution host Taylor Kuykendall. When it comes to the impact of tariffs, Siemens Energ...

As power demand rockets thanks in part to datacenter operators, the US grid needs more dispatchable power, FERC chairman  Mark Christie tells Energy Evolution host Taylor Kuykendall on the sidelines of the CERAWeek by S&P Global conference in Houston. Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the next several days, featuring guests att...

In this episode of Energy Evolution, host Taylor Kuykendall speaks with Mark Brownstein, leader of energy transition efforts at the Environmental Defense Fund about environmental and climate priorities related to the energy transition in 2025.  They discuss the evolving geopolitical landscape impacting energy policies, the role of market forces in advancing clean energy technologies, and private s...

In this episode of the Energy Evolution podcast, host Taylor Kuykendall discusses the upcoming CERAWeek conference, scheduled for March 10-14 in Houston. He is joined by Ken Downey, Executive Director of Innovation Agora at CERAWeek, and Naki Mendoza, director of CERAWeek Programs at S&P Global.  Key topics for this year's conference include the changing geopolitical landscape, especially in light...

On Energy Evolution this week,  Eklavya Gupte and Rosemary Griffin examine the often-overlooked environmental ramifications of military conflicts as we mark the third anniversary of the Russia-Ukraine war. Lennard de Klerk, who has studied the climate impact of this war, gives us some insights into how warfare, fuel consumption, forest fires, attacks on energy infrastructure and the estimated cost...

On this week's episode, we explore how the rapid evolution of AI technologies such as DeepSeek is reshaping how experts think about the energy landscape and what it means for sustainability and power systems. Guests on to talk about artificial intelligence and power demand include: Neil Chatterjee, former FERC chairman and current chief government affairs officer at energy tech company Palmetto; V...

On this week's episode of Energy Evolution, we lay out why grid equipment has become a bottleneck in the deployment of renewables, and why it takes time to ramp up manufacturing.   Andreas Schierenbeck, CEO of equipment provider Hitachi Energy, shares industry perspectives on investment trends and the operational realities of scaling up industrial manufacturing of transformers, while S&P Global Co...

With new tariffs anticipated and a domestic manufacturing sector just ramping up, US solar manufacturers are facing trade headwinds as well as opportunities.  Meanwhile, prices for modules in the US are substantially higher than in China and Europe. S&P Global Commodity Insights analysts Joe Steveni and Edurne Zoco lay out what to watch in the US solar supply chains and discuss the future of the I...

In this episode of the Energy Evolution podcast, Taylor Kuykendall discusses significant shifts in US energy policy following President Donald Trump's inauguration. On January 20, Trump declared a national energy emergency, aiming to reverse several Biden administration policies that he views as detrimental to domestic energy production. Key proposals include ending what he has called the electric...

Ahead of Germany's general election on Feb. 23, Energy Evolution looks at the energy implications for Europe's largest economy. With the center-right Christian Democrats leading in the polls, correspondent Camilla Naschert lays out the party's energy plans and discusses the main priorities for Germany's energy system with expert guests.  Guests on the episode are Christoph Maurer, managing directo...