EnergyCents

Ethanol has been a cornerstone of the US biofuels industry for decades, but what role will it play in an energy system increasingly shaped by electrification, low-carbon fuels and evolving policy?   Biofuels expert Kevin Lindemer joins EnergyCents hosts Hill Vaden and Samantha Humphreys to explore the current state of the biofuels market, why ethanol remains central to US transportation fuels, and...

The US data center complex is building against speed-to-power mandates that require developers to get projects online as quickly as possible. Delays plugging into grid-connected power are forcing projects to invest in behind-the-meter (BTM) gas generation assets as they seek access to electricity. S&P Global Energy expert Ben Levitt joins hosts Hill Vaden and Sam Humphreys to discuss the rise of b...

More than 90 GW of offshore wind capacity has been installed globally, split almost equally between Europe and China. Development in many parts of the world has slowed as rising interest rates and wavering policy support pressure new-project economics. S&P Global Energy expert Andrei Utkin joins hosts Hill Vaden and Sam Humphreys to discuss the global landscape for offshore wind and flag areas tha...

As data center projects become more visible across the US, they are having to manage more not-in-my-backyard (NIMBY) concerns from community stakeholders and policymakers.  These concerns often lead to delays, cancelations, and even state-wide moratoria that can thwart the ambition of AI innovators. S&P Energy expert Dan Thompson joins hosts Hill Vaden and Sam Humphreys to discuss the evolving pac...

Budderfly is an energy-as-a-service company that assumes responsibility for its commercial customers' utility bills and installs energy-efficiency equipment on their behalf. A portion of the monthly savings from its customers' reduced energy consumption then becomes a revenue stream for Budderfly.   Budderfly CEO Al Subbloie joins hosts Hill Vaden and Sam Humphreys to describe Budderfly's energy-a...

Neogenyx Fuels launched in May 2026 as a 70/30 joint-venture project between Ameresco and HASI. The spin-off company is built with Ameresco's legacy biofuels business and a $400 million capital commitment from HASI. Neogenyx CEO Mike Bakas joins hosts Hill Vaden and Sam Humphreys to discuss the evolution of Ameresco's RNG business and how its partnership with HASI will help scale increased product...

District energy uses a centralized network of underground pipes to transport produced steam and hot or chilled water to heat or cool end-use buildings. The model is most commonly found in densely populated and connected environments, such as college campuses, medical centers, or centrally planned residential communities. International District Energy Association CEO Rob Thornton joins hosts Hill V...

A nuclear renaissance in the US stalled 20 years ago when gas-fired generation won market share and power demand flattened. This time, many believe, is different. S&P Global Energy expert Bill Freebairn joins hosts Hill Vaden and Sam Humphreys to put America's history with nuclear power into perspective and highlight some of the signposts to watch as the current revival gathers steam. Learn more a...

This week on EnergyCents, Hill Vaden and Sam Humphreys speak with LNG pioneer Charif Souki about the extraordinary rise of the US from LNG importer to global export leader — and what that means for markets, infrastructure, and energy security. Souki pushes back on fears of an LNG glut, warns that the Permian gas bottleneck is becoming economically unsustainable, and argues that AI-driven power dem...

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...