S&P Global Commodity Insights
Energy Evolution
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.
Be sure to visit the podcast's website and support the creator: www.spglobal.com
Author
S&P Global Commodity Insights
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Podcast website
Latest episode
Oct 27, 2026
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Episodes
The consumer side of the energy transition 25.04.2022 12:04
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...
EnergyX aims to improve lithium extraction and battery technology to fuel the energy transition 12.04.2022 24:53
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 says financing solar manufacturing in North America remains a challenge 12.04.2022 15:08
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...
The rise of Asia's carbon trading hubs 06.04.2022 27:01
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...
Meet a few of the women driving the energy transition 29.03.2022 26:07
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 metals pricing evolves as EV transition accelerates 15.03.2022 20:38
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...
Plug Power CEO says hydrogen's here today, not a fuel of the future 15.03.2022 21:09
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...
How to launch a clean energy business 01.03.2022 34:51
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...
Sustainable gas and nuclear investment: unpacking the EU's taxonomy guidance 01.03.2022 18:30
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...
Battery pack costs on the rise: will it slow down EV adoption? 08.02.2022 17:50
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...
A preview of energy transition hopes and hurdles for 2022 02.02.2022 31:07
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 US president sees federal support as crucial for energy transition infrastructure 19.01.2022 23:19
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...
Energy Evolution's year in review 18.12.2021 16:26
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...
Renewable Capture Prices: Wind and solar revenues and future potential 16.12.2021 11:14
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...
Breaking the myths on battery recycling 23.11.2021 26:26
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...
Former DOE Secretary Ernest Moniz talks energy and innovation 10.11.2021 28:59
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...
Hydrogen and the path towards decarbonization 09.11.2021 17:38
Hydrogen has received extraordinary policy support over the past year, with nations worldwide racing to publish national hydrogen strategies. These roadmaps provide a decade-long pathway to developing wide-scale utilization of low-carbon hydrogen as a means to achieving deep decarbonization in otherwise problematic sectors. In this episode of the S&P Global Platts Future Energy podcast, our expert...
COP26 preview: World leaders aim to strengthen climate commitments 29.10.2021 32:15
World leaders are gathering for global climate talks in Glasgow. For this episode, we talked to several climate experts from the U.S. and abroad who are familiar with past negotiations including Kelly Sims Gallagher, Carol Browner, Helen Mountford, Rachel Kyte, Thom Woodroofe, and Amal-Lee Amin. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with br...
Mechanical vs chemical recycling for plastics: competing or complementing to drive sustainable growth? 26.10.2021 25:18
Recycled plastics has become a hot topic recently with soaring demand driven by legislation, corporate commitments and increasing consumer awareness across the globe. There are raising questions on how the current recycling mechanisms could cope with such rapid-changing market dynamics to drive the sustainable growth of recycled plastics industry. Which option is better – mechanically or chemicall...
At the heart of COP26: The role of carbon markets 12.10.2021 20:52
The landmark Paris Agreement was agreed back in 2015 with 29 different Articles. Almost all have been fleshed out, agreed upon and finalized - but Article 6 has not – given ongoing debates. And this Article's text will prove critical to how international voluntary carbon markets develop going forward – with these markets seeing unprecedented growth and interest as corporates take steps to address...
Mining lithium in North America to feed growing EV appetite 12.10.2021 23:54
Piedmont Lithium President and CEO Keith Phillips sat down with the show to talk about the North Carolina-based company's efforts to tap into lithium supplies. Demand for the battery material is rapidly increasing as a critical component of electric vehicles. Check out S&P Global's recent dive into the growing electric vehicle sector her e. Energy Evolution co-hosts Dan Testa, Allison Good and Tay...
U.S. poised for Atlantic Coast offshore wind power boom 20.09.2021 32:14
With construction set to begin on the 800-MW Vineyard Offshore Wind farm, the U.S. is on the cusp of a massive buildout of offshore wind generation along the Atlantic Coast. But challenges loom, from an arduous permitting process to grid interconnection to financing. In this episode the team talks to Ørsted COO Troy Patton, Dominion Energy's Mark Mitchell, Wells Fargo tax equity banker Samantha Bu...
Marine Fuels of the Future: The challenge of meeting growing demand while transitioning the fleet 14.09.2021 20:22
As London International Shipping Week 2021 begins, Platts Analytics discuss the major shipping fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In the final episode of the series, Platts Analytics reviews our outlooks of top line shipping demand by category - while laying out different expectations around turnover of t...
Marine Fuels of the Future: Ammonia & Hydrogen 07.09.2021 19:23
Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast miniseries looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps i...
Marine Fuels of the Future: Vessel Optimization and Oil-based Fuels 31.08.2021 14:54
Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast miniseries looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps i...
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