S&P Global Commodity Insights

Energy Evolution

News EN ↓ 356 episodes

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.

Author

S&P Global Commodity Insights

Category

News

Podcast website

www.spglobal.com

Latest episode

Jul 7, 2026

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Episodes

Europe has voted – What does the rightward shift mean for energy? 14.06.2024

Right-wing parties have made gains in the EU parliamentary elections this past week, but a coalition of centrists remains likely.  Correspondent Camilla Naschert tells host Taylor Kuykendall what the result means for energy policymaking in the 27-member bloc. The main message: Net zero is still on, but the pace of climate lawmaking may slow in coming years.  Subscribe to Energy Evolution to stay c...

Increasing electric vehicle range with new semiconductor technology 07.06.2024

In this episode of Energy Evolution, host Taylor Kuykendall interviews Dan Brdar, the CEO of Ideal Power. Ideal Power is developing a bidirectional semiconductor power switch with a wide range of applications, including electric vehicles, renewable energy and datacenters. The technology enhances energy efficiency and is starting to gain traction in the industry. Ideal Power is partnering with Stel...

Microreactors promise nuclear power anywhere, deliverable by truck 31.05.2024

Today's episode of Energy Evolution, your podcast for all things energy transition, focuses on small micronuclear reactors and their role in the energy transition. Our guest, Jay Yu, is the founder of Nano Nuclear Energy. Their products include microreactors, which produce one to 20 megawatts of thermal energy that can be used directly as heat or converted to electricity. They are compact, modular...

Bridging the gap between conventional energy resources and newer technologies 24.05.2024

In this episode of Energy Evolution, host Taylor Kuykendall sits down with Emily Easley, CEO of Novus Energy Advisors. Emily, who hails from the Texas oil and gas fields, now works in the world of renewable energy. During their conversation, Taylor and Emily delve into the topic of bridging the gap between conventional fuels and new energy technologies. They explore the lessons that can be learned...

Venture capital arm of mining giant Vale hunting for sustainable mining tech 17.05.2024

In this episode of Energy Evolution, Taylor Kuykendall interviews Bruno Arcadier, head of Vale Ventures, the venture capital arm of international mining giant Vale. Vale Ventures aims to invest in cutting-edge technologies that will revolutionize the mining industry and make it more sustainable. The mining sector plays a critical role in the energy transition because metals like copper, nickel and...

Maintaining reliability in the face of an increasingly complex US power grid 10.05.2024

As utilities grapple with how best to expand the US electric grid to improve reliability and support technologies like electric vehicles, they're turning to a host of technologies like grid storage and AI that can help with planning and managing new demands.  On this week's episode, co-host Taylor Kuykendall and correspondent Camellia Moors speak with guests Anthony Allard, executive vice presiden...

Why sulfur markets face an upside risk from the energy transition 08.05.2024

Sulfur is a crucial input for the fertilizer market. But, this byproduct of the oil and gas industry is also increasingly in-demand for processing key metals needed for the energy transition, such as copper and nickel. In this episode of the Platts Future Energy podcast, sulfur and sulfuric acid market reporter Matt Hoisch is joined by sulfur and sulfuric acid Analyst, Yuya Pan, and senior copper...

Space-based solar: Vast promises and major challenges 03.05.2024

Capturing solar energy in space promises 24/7 renewable energy at a competitive cost. But to get space solar to scale, scientists and engineers need to tackle questions around technology management in space, social acceptance of power beaming and ground infrastructure, as well as financing hurdles.  On this week's episode of Energy Evolution, reporter Camilla Naschert discusses all of this with Sa...

The century-old US law complicating offshore wind goals 26.04.2024

A maritime law from 1920 prevents non-US ships from operating in and out of US ports. The problem for offshore wind? There are no large turbine installation ships under US flag yet. In this episode of Energy Evolution, we hear from industry experts how the Jones Act affects a fledgling offshore wind buildout and how developers found workarounds to get turbines offshore.  Guests are Dominion Energy...

How renewables and AI drive cyber threats for utilities 19.04.2024

Cyber threats are mounting for utilities' critical infrastructure assets globally. If used by savvy hackers, AI also provides new tools for those trying to disrupt power supply or extract data. Decentralization of assets through the rollout of renewables is growing the attack vector for malign actors, NERC SVP Manny Cancel tells Energy Evolution correspondent Camilla Naschert. Cybersecurity expert...

Navigating the new and old: what lies ahead on India's energy transition map? 17.04.2024

India's energy transition strategy encompasses greater adoption of a wide range of renewable fuels to go with baseload coal for decades to come, with new policies on CCUS, carbon markets and power reforms set to play a role in the decarbonization of the third largest greenhouse gas emitter of the world. In this Platts Future Energy podcast, Consulting Executive Director, Energy Transition Gauri Ja...

Catching up with Innovators throughout the battery materials supply chain 12.04.2024

Wrapping up the series of episodes featuring interviews gathered at CERAWeek by S&P Global, co-host of Energy Evolution Taylor Kuykendall shares bits of conversations with executives from new, innovative companies across different parts of the battery materials supply chain. Guests on this episode are: Gabi Knesel, a senior vice president at Locus Fermentation Solutions; Mahesh Konduru, CEO of Mom...

National Grid, Portland General Electric CEOs share thoughts on the energy transition 05.04.2024

Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference.  In this episode of the Energy Evolution podcast, Maria Pope, President and CEO of Portland General Electric, and John Pettigrew, CEO of National Grid, discuss the future of energy an...

Mitsubishi Heavy Industries America, Svante CEOs on the future of carbon capture 03.04.2024

Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference.  For this episode, Taylor sat down with Mitsubishi Heavy Industries America CEO Takajiro Ishikawa and Svante President and CEO Claude Letourneau about the past and future of carbon ca...

Catching up with the CEO behind the largest clean energy infrastructure project in US history 29.03.2024

Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference.  In this episode, we talk with Hunter Armistead, the CEO of Pattern Energy. Pattern Energy is developing SunZia Wind and Transmission to capture energy from the winds of New Mexico to po...

Energy transition insights from a former DOE Secretary and the COP24 President 27.03.2024

Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference.  On this episode, we start with a chat with Ernest Moniz, former US energy secretary under the Obama administration, and now president and CEO of the Energy Futures Initiative think tank...

Curbing emissions in the oil and gas industry 22.03.2024

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Today's conversation is with Colin Parfitt, vice president of Midstream at Chevron Corporation. Parfitt discussed Chevron's approach to cutting carbon emissions intensity in the oil and gas business amid growing energy demand, the role of liquified natural gas in the energy space, and the pace of energy sec...

Virtual power plants and the future electric grid 21.03.2024

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Today's conversation is with Meghan Nutting, executive vice president of Government and Regulatory Affairs at Sunnova Energy. Virtual power plants (VPPs) can help manage grid demand and support electrification, Nutting told podcast co-host Taylor Kuykendall on the sidelines of the event. She also talked abo...

Commodities leave crisis era as demand booms, economist says 20.03.2024

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. While the event has become increasingly focused on the energy transition, one commodity trading house says the good times for fossil fuels are far from over. Demand for oil and gas, as well as key metals such as copper, is set to grow across most global markets, Trafigura chief economist Saad Rahim tells Ta...

Deconstructing the European carbon market's price slump 19.03.2024

The price of emissions in the world's largest compliance carbon market –the EU's Emissions Trading System– has fallen sharply so far in 2024, driven by economic uncertainty, weaker industrial activity and lower gas prices. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Testa and Scott Chen discuss the reasons behind this decline, the outlook for EU ETS prices, and...

AI is changing the energy system, putting premium on flexibility 19.03.2024

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Our first conversation from the 'Super Bowl of energy' is with Arshad Mansoor, president of the Electric Power Research Institute. With AI changing the energy landscape at lightning speed, grid flexibility is increasingly indispensable, Mansoor tells podcast co-host Taylor Kuykendall.  Given that, innovatio...

Previewing 2024 cleantech trends ahead of CERAWeek 2024 15.03.2024

Energy Evolution podcast co-host Taylor Kuykendall interviews researchers behind S&P Global Commodity Insights' Top Ten Cleantech Trends in 2024 for insight into what might be at the front of mind as energy leaders from around the world converge in Houston for CERAWeek 2024. This show's guests are Cormac Gilligan, an associate director at S&P Global Commodity Insights who focuses on solar and ener...

Decarbonizing heavy industry with technology and policy 13.03.2024

What industries produce the most greenhouse gas emissions, and how are they changing as the energy transition proceeds? What are the major technological and policy solutions to cutting emissions in the iron and steel, chemicals, and cement and concrete sectors?  Energy Evolution correspondent Camellia Moors spoke with Jeff Rissman, senior director for industry at Energy Innovation, about his new b...

Building from scrap: Fueling EV batteries with recycled materials 08.03.2024

As electric vehicle and clean energy technology demand ramps up, so is interest in sourcing the critical minerals they need from recycled materials.   Energy Evolution correspondent Camellia Moors spoke with guests Ahmad Ghahreman, CEO, president and co-founder of rare earths recycler Cyclic Materials, and Julian Proelss, director of business management battery recycling at chemical company BASF,...

Powering up the US EV battery manufacturing boom in Michigan 01.03.2024

Green tech, mining and energy company Fortescue announced in January that it plans to create an advanced manufacturing hub in Detroit, joining a host of companies starting up or expanding EV battery production facilities around the US.   What does Fortescue's announcement mean for the Michigan EV battery supply chain, and how is the state working to encourage similar projects? How do investments i...

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