EnergyCents

Carbon Measures represents a coalition of businesses working to reduce emissions by establishing a more accurate carbon accounting framework. Carbon Measures CEO Amy Brachio joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to discuss how applying financial accounting principles to emissions measurement can help align performance standards and help businesses differentiate th...

San Francisco-based UptimeAI develops agentic software that can diagnose root causes of problems discovered in the industrial processes of energy, chemicals, manufacturing and utilities sectors. The solution-seeking software then recommends corrective actions and uses continuous learnings to adapt over time. Uptime AI CEO Jagadish Gattu joins hosts Hill Vaden and Sam Humphreys from the sidelines o...

Energy policy has been a major focus of American politics for decades as government planners try to balance often competing priorities around affordability, availability, and climate.  Dr. Ashley Nunes, Director of the Office of Policy at the U.S. Department of Energy, joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to share his perspectives from a little more than a year g...

Namibia has been in the headlines for its giant offshore discoveries, which have opened up a wealth of opportunities in the region. But in 2025, ReconAfrica made the country's first onshore discovery, persevering with an exploration campaign that proves that if you trust in the geology, you might just find what you're looking for. ReconAfrica CEO Brian Reinsborough joins hosts Hill Vaden and Sam H...

In the second installment of the CERAWeek x EnergyCents specials, the focus is on critical metals and the impact the world's geopolitical situation is having on the supply and demand cycle. Joining hosts Hill Vaden and Sam Humphreys live in Houston is a friend of the podcast, Nick Trickett, S&P Global Energy Capital Insights expert, who shares his take on the global metals market and what to look...

CERAWeek anchored its 2026 theme around the title, "Convergence and Competition: Energy, Technology and Geopolitics," when the event hosted more than 12,000 participants in Houston this March. A palpable tension – unrelated to the energy event itself – also permeated this year's conference as travelers tried to time their departures for Houston's George Bush Intercontinental Airport with enough cu...

Co-founder and CEO of Crux, Alfred Johnson, returns to EnergyCents and hosts Hill Vaden and Sam Humphreys to catch up on what has been happening in the US tax credit space since the introduction of the One Big Beautiful Bill Act at the end of 2025. The discuss the uncertanties companies have faced at the end of 2025 and how things are moving forward into 2026. Find out more about Crux at:  https:/...

Power Purchase Agreements, or PPAs, contractually guarantee revenues to power-generation projects for a fixed number of years and have underwriten the boom in renewable electricity development. The US tech sector dominated PPA activity in 2025 as it seeks to increase installed generation capacity in North America and maintains prior commitments to net-zero pledges. S&P Global Energy Experts Bruno...

Unpack the next chapter of Argentina's energy story through the lens of Vaca Muerta, one of the world's most promising shale basins. In this episode, Argentina's Vice Minister of Energy and Mining Daniel Gonzalez joins hosts Hill Vaden and Sam Humphreys to explore recent the infrastructure build-out that is reshaping Argentina's ability to move hydrocarbons to market, the strategic openings for US...

Bloom Energy manufactures solid oxide fuel cell (SOFC) systems for on-site power generation projects and has been a major beneficiary of the US boom in data center development. Bloom's modular fuel cells produce power without combustion using pipeline-quality natural gas and offer developers the promise of being hydrogen-ready as that market develops. Bloom Energy Chief Commercial Officer Aman Jos...

The Canadian oil sands are making more than 3.5 million barrels per day and would be the major contributor to the Albertan government realizing its ambition of doubling provincial oil and gas production by 2035. S&P Global Energy Expert Kevin Birn joins hosts Hill Vaden and Sam Humphreys to discuss the current opportunity for Canadian oil sands as global oil demand outlooks are revised upward, US...

Europe moved its Carbon Border Adjustment Mechanism (CBAM) into its definitive phase in January 2026 after two years of emissions-data collection. The definitive phase now requires importers to begin paying for the carbon embedded into a select basket of goods – Iron and Steel, Aluminum, Cement, Fertilizers, Electricity, Hydrogen – when they are produced outside the reach of the EU's Emissions Tra...

Diversified Energy is a multi-basin US natural gas producer focused on growing itself through acquisitions of proved developed producing reserves.  In 2025, the company announced more than $2 billion in acquisitions, entered into a $2 billion capital partnership with Carlyle, and moved its primary listing to the New York Stock Exchange (NYSE) from the London Stock Exchange (LSE). Diversified Energ...

Top Trends for 2026: Energy capital bets on AI-led power demand and positions for a cyclical oil surplus. AI will continue to be a dominant driver of energy capital flows in 2026 as growth investment pauses in amply supplied global oil and natural gas markets. These expectations and five more will direct the attention of energy investors over the coming year, according to S&P Global Energy's recen...

Talking long-duration energy storage with the CEO of Inlyte Energy Inlyte Energy is a U.S.-based manufacturer of iron-sodium battery energy storage systems. The five-year-old company completed a successful test of its first field-ready battery late in 2025 and is preparing for a pilot installation in 2026 through a partnership with Southern Co.  Inlyte Energy CEO Antonio Baclig joins hosts Hill Va...

The global upstream sector will navigate increased cost pressures this year as it faces a well-supplied oil market. This expectation and four other key trends will direct the attention of E&P executives over the next 12 months, according to S&P Global Energy's recently released report, "Charting the Future: Top 5 trends shaping Upstream in 2026." S&P Global Energy Expert Nick Sharma joins hosts Hi...

Africa is often discussed as a single entity, but the energy profiles differ widely between North Africa and Sub-Saharan Africa as well as within the 54 countries that define those regions. Much of North Africa, for example, enjoys universal access to electricity while 50% of the Sub-Saharan African population outside of South Africa does not. S&P Global Energy Experts Silvia Macri and Anastasia P...

Global solar installations slow after a record-setting 2025 as growth in the rest of the world fails to cover an expected 33% decline in annual additions by China. This expectation and nine other trends will help shape energy markets in 2026, according to the recently published S&P Global Energy Horizons Top Trends 2026 report. S&P Global Energy Expert Francesco d'Avack joins Hill Vaden and Sam Hu...

We welcome back S&P Global Energy experts Reed Olmstead and David Vaucher for our annual year-in-review and resolutions episode. Hosts Sam Humphreys and Hill Vaden check in to consider some of the past year's biggest trends and offer market predictions and personal resolutions for 2026. Access prior year-end conversations with Reed and David here: 2024: Defying gravity: Energy soars in 2024 and wi...

Adaptation vs mitigation. The conversation continues to permeate global climate goal discussions as the world attempts to reach net zero. But with adaptation becoming more and more preferable, challenges on how to finance this remain. Peter Zaman, Partner at HFW, joins hosts Hill Vaden and Sam Humphreys to discuss where we stand on adaptation financing and the gap between the public and private se...

GreenFront Energy Partners, an investment bank based in Richmond, Va., is on a self-imposed mission to bring together the financial, intellectual, entrepreneurial, and natural resources to meaningfully decarbonize the global economy. The six-year-old firm caters to clients active in the energy-transition and offers services that include M&A advisory, capital raising, and corporate advisory. GreenF...

After a period of tightening natural gas supply since the Russia-Ukraine conflict, we are entering a time of oversupply, as more LNG hits the market.  S&P Global Energy Global Gas expert Laurent Ruseckas, joins Hill Vaden and Sam Humphreys to discuss the interesting dynamic between falling prices and the impact this has, as natural gas is being considered crucial to the energy expansion.  Learn mo...

The opportunity for carbon capture technology is expanding as the role of natural gas in power generation grows in an emissions-constrained world. Ion Clean Energy, which includes Chevron, ExxonMobil, Williams, and Carbon Direct as investors, is working to address this opportunity with its proprietary absorbent technology. Tim Vail, CEO of Ion Clean Energy, joins Hill Vaden and Sam Humphreys to di...

Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These outlooks are being revisited as electric vehicle penetration underwhelms and the opportunity for petrochemical demand expands. Karim Fawaz, an S&P Global expert in global oil markets, joins Hill Vaden and Sam Humphreys to...

Earlier this year, New Zealand reversed a self-imposed ban on offshore oil and gas exploration begun in 2018 and is now allowing companies to apply for new licenses. Frankie Hulbert, an S&P Global expert in upstream exploration and development, joins Hill Vaden and Sam Humphreys to discuss how New Zealand's renewed interest in domestic natural gas supply led to the reversal and whether operators n...