Energy Evolution

The U.S. is highly dependent on other countries for lithium-ion batteries and materials. Aaron Bent, CEO of lithium-ion battery materials startup 6K, told Energy Evolution that could change with new technologies. 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 Ene...

Attempts to overhaul the EU Emissions Trading System have entered a crunch period as the European Parliament and European Council aim to finalise their negotiating positions by the end of June. The EU Parliament rejected draft legislation proposed by lawmakers in its plenary vote on June 8, but is preparing for a second vote on June 22. EU ETS revisions are being considered against a backdrop of v...

S&P Global Commodity Insights reporters dove into the net-zero goals of companies in the energy, mining, technology and communications, insurance and banking sectors. Several journalists who worked on the project joined us for this episode to discuss what they discovered. The first article in the series is available here: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-hea...

Energy storage is a crucial piece of technology for advancing the energy transition. Andrew Tang, vice president of energy storage and optimization with Wärtsilä, joins Energy Evolution to talk about how batteries can overcome intermittency — the "Achilles heel" of renewable energy sources. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad e...

As the US ethanol industry pursues carbon capture and sequestration projects, producers are looking at the effects of lower carbon intensities in markets with low carbon fuel standards and in future industries like sustainable aviation fuel produced from ethanol. The voluntary carbon credit market for technology-based carbon capture could also attract interest given high prices but hurdles could k...

China's "zero-COVID" strategy saw the country entering multiple provincial lockdowns. While this has hit electric vehicle production, the impact on battery materials production has been limited. Prices of battery metals, especially lithium, have fallen for the first time in 18 months. What implications do such events have on an already stressed supply chain, EV production costs and overall EV adop...

Russia's invasion of Ukraine has major consequences for the energy transition in Europe, from cutting reliance on Russian gas to accelerating renewable deployment to extending the lives of coal and nuclear plants. Joining us to discuss these issues are Kristian Ruby, secretary general of Eurelectric, the trade group for European utilities; Roman Kramarchuk, head of future energy analytics at S&P G...

When Putin invaded Ukraine in February, the industry wondered whether it would set back Europe's ambition to develop a low-carbon hydrogen market. Already, we have seen quite the opposite. The EU, member states and other countries are doubling down on clean energy commitments, with hydrogen at their heart. S&P Global Commodity Insights' James Burgess discusses recent developments with pricing spec...

Methane is everywhere, but it poses a particular problem in natural gas production. Head of Low Carbon Commodities Deb Ryan is joined by Emmanuel Corral and Paula VanLaningham to discuss the unique problems posed by methane emissions in the fight against climate change, and S&P Global Commodity Insights' new Methane Intensity assessments. Using a top-down approach to measuring methane intensity th...

In this episode, Taylor talks with Aaron Berndt, head of energy industry partnerships at Google, who works with utilities to distribute the Nest home automation system, which can conserve energy by controlling thermostats, smart light bulbs and more. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and ga...

Global demand for lithium and other materials used in electric vehicle batteries, consumer electronics and myriad other applications is rapidly increasing. And as demand for those commodities grows, so do prices. An orderly energy transition from fossil fuels to cleaner energy resources will require a steadily rising supply of critical metals to keep pace with demand and keep prices at affordable...

Heliene President Martin Pochtaruk told the Energy Evolution podcast that financing continues to be a challenge for solar manufacturers in the U.S. and Canada as supply chain bottlenecks impact global suppliers. Heliene manufactures solar photovoltaic modules at its U.S. and Canadian facilities.  Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with b...

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 Com...

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 Kuyke...

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 Yarh...

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...

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 ex...

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 o...

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 met...

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 Electr...

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 a...

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 catc...

The growth in renewable generation is the central plank in meeting Europe's 2050 carbon net-zero targets, but as more wind and solar assets come on line and as more are exposed to merchant prices, the price cannibalization risk for these assets increases. In the latest episode of the Platts Future Energy podcast, our experts take a closer look at both Platts Historical Renewable Capture price inde...

In addition to powering electric vehicles, batteries will play an essential role in the energy transition story by optimizing intermittent clean energy sources such as wind and solar. But what happens to batteries in their end-of-life? Although it can still be optimized, battery recycling technology already exists; but despite its potential to alleviate battery metals ' tightness in the future, ca...

As world leaders gathered for global climate talks in Glasgow, former U.S. Department of Energy Secretary Ernest Moniz joined Market Intelligence Live for an online video chat about climate solutions and decarbonization innovation. This episode features the audio recording of the discussion between Moniz and Energy Evolution co-host Taylor Kuykendall. Energy Evolution co-hosts Dan Testa, Allison G...