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EnergyCents

S&P Global Commodity Insights

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Weekly
 
IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
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Energy vs Climate: How climate is changing our energy systems

Energy vs Climate | Produced by Amit Tandon & Bespoke Podcasts

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Energy vs Climate is a live, interactive webinar and podcast where energy experts David Keith, Sara Hastings-Simon and Ed Whittingham break down the trade-offs and hard truths of the energy transition in Alberta, Canada, and beyond. Guests include scientists, policy experts, and industry leaders discussing the forces reshaping our energy future—from breakthrough renewable technologies to the real-world impact of climate change. ___ www.energyvsclimate.com Twitter/X | Instagram | Bluesky | Yo ...
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AlphaLabs

Mike Elliott

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Dive into the world of high-potential stocks and smart investing with the AlphaLabs Podcast, hosted by Mike Elliott of InvestorConnectAI. Each episode builds on the in-depth analyses from our AlphaLabs blog, spotlighting underrated companies in sectors like mining, biotech, cleantech, and AI. We'll unpack bull cases, market trends, and real-time performance insights—think $DV.V's silver surge or $ONCY's oncology breakthroughs—while sharing strategies to boost investor visibility and uncover ...
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EV Chat

Rue Phillips

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Welcome to EV Chat, a podcast with a rock & roll spin elevating industry leaders and making their knowledge and insight accessible to those across the electric vehicle space. We cover leading topics like (1) News & Analysis: what’s happening and what it means (2) Emerging Tech: from V2G to electric semi-trucks, we cover it all (3) Markets: products, pricing, supply, and demand (4) EV infrastructure: challenges and wins (5) Policy: Government incentives and support structures (6) New business ...
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The Vox Markets Podcast

Vox Markets Podcast

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Daily
 
Vox Markets is revolutionising the way companies engage with all classes of shareholders. Listen here to interviews with company executives and sell-side analysts and fund managers discuss their investment insights.
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Energy Gang

Wood Mackenzie

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Covering breaking news in clean tech, going deep on global energy policy, and debating the levers that need to move to accelerate the energy transition. Energy Gang is the podcast covering clean energy technology, renewable energy, and the environment. The world of clean energy moves fast, and you need a reliable source to stay on top of the news that matters. You’ll find it on Wood Mackenzie’s Energy Gang. How will changes to the US government affect decarbonisation and energy security? Whe ...
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How To Stop Climate Change

How To Stop Climate Change

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What can one person do to stop climate change? You can join the thousands of people that are already hard at work fighting climate change every day. David Butler and his daughter Keaton talk to some of those people to learn what they do and what inspires them.You could be one of them.Whether you’re already in the climate fight or you’re ready to join it this is the podcast for you.Visit us at howtostopclimatechange.com.
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Interchange Recharged

Wood Mackenzie

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Clean tech, green finance and energy innovation are the three lanes on the road to a successful global energy transition. At the intersection of these lanes is a place where ideas on finance, technology and policy are shared and debated. That intersection is Interchange Recharged. While Sylvia Leyva Martinez, principal analyst at Wood Mackenzie, is on maternity leave, Bridget van Dorsten, a principal analyst on Wood Mackenzie's hydrogen team, will be hosting this podcast, Interchange Recharg ...
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Deforestation is accelerating, biodiversity loss is at record levels, and conservation funding still falls short by more than $700 billion a year. On this episode, Dr. Drea Burbank of Savimbo and Doug Heske of Newday Financial Technologies join CleanTech Talk to discuss how a new generation of “bio-credits” could transform how the world funds natur…
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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 advisor…
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You asked — David, Sara, and Ed answered. We're wrapping up the year with our annual Ask EvC Anything episode, touching on topics that pair well with New Year's bubbly: We talk about whether Canada’s climate targets are quietly slipping out of reach, the practicalities and prospects of direct air capture, what a net zero electricity grid in Alberta…
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In this end-of-year interview, CEO Jeremy Skillington reflects on a milestone year for Poolbeg Pharma, highlighting the significant advancements made with POLB 001, including encouraging progress in the topical trial and its growing appeal to potential partners. He also discusses developments in the company’s Oral GLP-1 obesity programme, one of th…
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In this episode, we discuss how modern commercial dustbins are changing the way offices, apartments, and public spaces manage waste in India. From choosing the right capacity dustbin to improving hygiene and operational efficiency, we explore practical insights for businesses and facility managers. Brought to you by Fiable Cleantech, a trusted name…
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Watch on YouTube Rome Resources #RMR has moved decisively into its next development phase at Bisie North, launching a targeted deep-drilling programme across Mont Agoma and Kalayi. CEO Paul Barrett outlines what this campaign could unlock, how it positions Rome strategically in a world-class tin district, and why the team believes the bigger prize …
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Watch on YouTube This explainer video is designed to help retail investors better understand Quantum Data Energy’s funding journey, including why the company has raised capital, how different funding instruments such as equity, warrants and project finance work, and what dilution actually means in practice. The video breaks down complex concepts li…
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In the latest epidose of The Clean Industry Podcast, and we went deep into a topic that gets oversimplified way too often: methane splitting. At its core, the idea is simple. Split methane into hydrogen and solid carbon instead of burning it into CO₂. Where it gets interesting is how you do that, and what actually works at scale. We talked through …
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Watch on YouTube Howard McLaughlin, chief executive of Quantum Helium joins Vox for an update, following the release of an independent estimate of the company's helium resource base at the Coyote Wash project undertaken by Sproule. Sproule now reckons that across both Sagebrush and Coyote Wash, Quantum has more than 1.1bcf of helium on a best estim…
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In this interview, Christopher Nicholson, Head of Research at ACF Equity Research, provides a clear and pragmatic assessment of flexible low-carbon energy companies listed on AIM — a sector increasingly critical to grid stability, data centres and the energy transition. AFC Energy #AFC eEnergy #EAAS Quantum Data Energy #MAST EnergyPathways #EPP Tho…
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Deforestation is accelerating, biodiversity loss is at record levels, and conservation funding still falls short by more than $700 billion a year. On this episode, Dr. Drea Burbank of Savimbo and Doug Heske of Newday Financial Technologies join CleanTech Talk to discuss how a new generation of “bio-credits” could transform how the world funds natur…
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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: …
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It’s the final Energy Gang of the year, and host Ed Crooks is joined by regulars Amy Myers Jaffe, Director of NYU’s Energy, Climate Justice and Sustainability Lab, Shanu Mathew, a portfolio investor and manager, and Melissa Lott, a systems engineer and energy analyst, to take stock of an exciting year for energy. The buzzword of 2025 was undoubtedl…
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Watch on YouTube In this week’s jam-packed Xmas Special, UK equity analyst & markets commentator Paul Scott & I discussed our latest thoughts on 21 smallcap stock ideas. 00:00 YTD’25 portfolio returns and 2026 outlook 06:50 1Spatial 09:50 TT Electronics 14:10 Hollywood Bowl 17:40 Card Factory (& 60:00) 21:15 Moonpig 25:45 Watkin Jones Group 31:05 S…
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In this candid introductory interview, Golden Matrix Group Inc. (NASDAQ:GMGI) Exec Chairman William Scott breaks down the company’s business model in plain terms, explains where growth is really coming from, and shares when investors can expect meaningful profits. Speaking directly to retail investors, Scott discusses the risks ahead, how GMGI plan…
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Plenty of action brewing at Rome Resources, following the company's recent fundraising. The plan now is to get back onto the ground now and set the drillbits turning on the company's Bisie North tin and copper project in the Democratic Republic of Congo. Rome has already delineated a maiden resource at Bisie North, and is now shooting for higher gr…
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Watch on Youtube In this fascinating interview, I was delighted again to speak to accomplished fund manager Laurence Hulse of Onward Opportunities, and hearing his views on the below 13 stock ideas. 00:00 Equity outlook for 2026 07:35 Pebble Beach Systems 14:10 ITIM 19:50 Fintel 23:15 Synectics 28:00 MPAC 35:45 Audioboom 46:50 The Mission Group 53:…
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Ivan Murphy, executive chairman of Harena Rare Earths, joins Vox for a rundown of what happened in 2025 and a look ahead to what's in store in 2026. Much has changed. In early 2025 Harena executed the reversal that gave it its London listing, and then moved rapidly to advance its Ampasindava rare earths project in Madagascar. This project is now we…
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In this episode, we talk about a problem most offices, factories, and public spaces ignore. Waste overflow. Many places focus only on cleaning schedules but forget the role of the dustbin itself. We discuss why using the right capacity bins like wheeled and large volume dustbins can reduce mess, save time, and improve hygiene. We also share how pla…
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A look back at the biggest energy stories of 2025 and some crystal ball gazing about what to watch for in 2026. David, Sara and Ed chat with Robbie Orvis, Senior Director of Modeling & Analysis at Energy Innovation, an American Think Tank. The show was set up to do two things: First, to sort out what genuinely shifted in 2025 and what didn't. Secon…
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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 finan…
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Watch on Youtube In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on 19 stocks. Also watch out for next week’s Xmas Special at 2pm Wedn 17th Dec. 00:00 Recent buys or sells. 01:20 XP Factory 07:10 Everyman Media 11:25 Big Technologies 16:30 What’s going to trigger a UK smallcap ra…
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Watch on YouTube Bernard Aylward, the CEO of Kodal Minerals #KOD, joins Vox to talk about the company's nascent lithium production project in Mali, how it's going and what the expansion plans are. Set in motion with an initial US$65 million in capital, the Bougouni project is now up and running, with plans to develop a much larger, stage 2 operatio…
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Watch on Youtube In this upbeat interview, CEO Bram Goorden and CFO Grant Nash of IXICO #IXI - an AI powered medical imaging analytics firm - take me through today’s strong & slightly better than expected FY’25 results, including: 00:00 What’s been driving the powerful top line growth & current demand picture. 06:15 Financial highlights 09:15 Top l…
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California is often described as the state where you can see the future of the US, and of the world. That has certainly been true in terms of some of the problems faced by the electricity grid. California has been grappling with the impact of wildfires and a big shift to renewable generation, and now faces the prospect of rising power demand from e…
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Poolbeg Pharma (AIM: POLB) has announced that its lead asset, POLB 001, will play a central role in the new RISE research programme, a groundbreaking initiative tackling cytokine release syndrome (CRS) caused by cancer immunotherapy. In this interview, CEO Jeremy Skillington and Scientific Advisor Liam Loughrey explain what this means for the compa…
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In this episode, Taiga Motors CEO and Co-Founder Sam Bruneau shares the story behind building the world’s first electric powersports company and why electrification on water and off-road matters now more than ever. From the launch of the new Orca WX3 — a versatile crossover watercraft designed for watersports and adventure — to innovations like bi-…
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In this episode, Taiga Motors CEO and Co-Founder Sam Bruneau shares the story behind building the world’s first electric powersports company and why electrification on water and off-road matters now more than ever. From the launch of the new Orca WX3 — a versatile crossover watercraft designed for watersports and adventure — to innovations like bi-…
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CleanTech Lithium's chief executive Ignacio Mehech joins Vox for an update on the progress the company's been making with its Laguna Verde lithium project in Chile. The company is optimistic that it will be awarded a Special Lithium Operating Contract, otherwise known as a CEOL, in the near-term. That award will then be followed swiftly on by the r…
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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 16 stocks. 00:00 Recent buys or sells. Novo Nordisk, Likewise, Topps Tiles, CLS Holdings, Brickability, Peel Hunt & Hvivo 02:20 Tracsis 11:25 Whitbread 16:00 Spire Healthcare 23:50 Trustpilot 30:40 Baltic C…
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There are many takes on the big Carney-Smith energy agreement – we thought you could use one more. The new Canada–Alberta MOU unveiled last Thursday is already generating more chatter than a pipeline hearing, and has set off a fresh round of debate about economy, emissions, and where the country is headed on energy. The hot takes have been flying. …
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Watch on YouTube Cadence Minerals #KDNC has executed on a US$4.6 million off-take deal in regard to its Amapa iron ore project in Brazil. The deal provides funding to bring the old Azteca plant back into production, and in fairly short order. The bulk of the money will be provided by the off-taker, with a smaller portion provided by Cadence, money …
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At the start of the year things were looking uncertain for nascent renewables like hydrogen and geothermal. With policy support from the previous US administration they had boomed with the IRA, then came July 2025 and the Trump administration’s One Big Beautiful Bill, which tore up tax credits and removed incentives for those renewable technologies…
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Watch on YouTube In this investing masterclass, accomplished UK small/midcap fund manager Richard Penny of Oberon Investments walks me through his view of the markets and latest thoughts on 24 stock ideas: 00:00 Equity outlook for 2026 04:10 Eagle Eye 07:40 NCC plc 12:10 RM plc 16:40 Inspecs 19:55 Bellway 22:05 Breedon 25:00 Kooth 27:30 Big Technol…
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Watch on YouTube Tharisa PLC has booked revenues of US$603m and profits of $117m from production of chrome and platinum group metals at its mine on South Africa's Bushveld Complex. The company has initiated a major growth phase with the new development of underground workings at Tharisa, and ongoing work on a major PGM project in Zimbabwe. The comp…
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Watch on YouTube Emanuel Proença, chief executive of Savannah Resources joins Vox to talk about the company's Barroso lithium project in Portgual. Lithium prices have recovered sharply in the second half of 2025, even as Savannah has been pressing on with development work at Barroso, which is Europe's largest spodumene project. The plan is to produ…
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Watch on YouTube Blencowe Resources has released two major items of news over the past couple of days. The first was a significant update to resources and reserves at its Orom-Cross graphite project in Uganda. The second was the release of a definitive feasibility study for Orom-Cross outlining a development scenario generates significant earnings …
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In this episode, we talk honestly about how Indian offices choose dustbins and why most workplaces end up using the wrong size or the wrong material. We break down the difference between metal and plastic dustbins, how waste handling actually works in real offices, and why durable options from Fiable Cleantech Limited — one of the reliable plastic …
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We’ve been waiting for this one! In the latest episode of The Clean Industry Podcast, Sonja and Matti dive into Hycamite’s core technology: methane splitting. It’s transforming how industries cut emissions and power electrification with critical minerals. Tune in to learn everything you need to know about it.…
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In this week’s smallcap investing show, UK equity analyst & markets commentator Paul Scott & I discussed our thoughts on yesterday’s Budget and 19 stocks. 00:00 Budget and impact on gambling stocks (Flutter, Rank Group, Evoke, Gaming Realms, Playtech & Winvia Entertainment) 06:00 Unite Group and new fees on international students 11:50 GlobalData 1…
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Watch on YouTube Metals One #MET1 is investing US$1.8 million in Lions Bay Resources via a convertible loan note, payable in two tranches. Lions Bay owns a sizeable plant in South Africa which can be used to supply power and steam to nearby customers. The plan, though, is to build in a roasting facility that will allow the plant to treat refractory…
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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 cons…
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Pan African Resources is a well-established gold miner with long-standing assets in South Africa and a growing presence in Australia. The company was built around the Barberton gold mine in Mpumpalanga, which first began operating in the nineteenth century. During the past couple of decades Pan African has significantly added to its portfolio, brin…
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Gagan Dhillon, CEO of Synop, and Zach Shahan, CEO of CleanTechnica, discuss why electric school buses are the perfect starter V2G fleet, real-world results from electric school bus V2G programs, making electric school bus (and other EV) fleets pencil out after the federal tax-credit cliff, EV fleet energy management, and more!…
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Gagan Dhillon, CEO of Synop, and Zach Shahan, CEO of CleanTechnica, discuss why electric school buses are the perfect starter V2G fleet, real-world results from electric school bus V2G programs, making electric school bus (and other EV) fleets pencil out after the federal tax-credit cliff, EV fleet energy management, and more!…
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The COP30 climate talks in Belem wrapped up over the weekend, and reactions to the outcome were sharply divided. Simon Stiell, Executive Secretary of the UNFCCC, said “climate cooperation is still alive…we’re undeniably still in it and we are fighting back.” Others said the COP had been another failure, with a final statement that amounted to “a fo…
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It's been another jet-setting couple of weeks for the Harena team. Company executives and management have recently spent extensive time with the new government of Madagascar, building relationships ahead of the granting of the the permit for the Ampasindava rare earths project on the north coast. Across the Atlantic there have also been meetings wi…
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