Best IHS Markit Energy Podcasts (2025)

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Change Makers: Travis Windholz, CFO at Conduit Power (Ep. 211) 29:35

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1h ago29:35

29:35

Conduit Power is a Houston-based independent power producer and services platform working behind the meter to co-locate distributed gas-generation assets alongside the projects of its commercial and industrial customers. The three-year-old company, backed by Grey Rock Investment Partners, also works in front of the meter through a model that allows…

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Change Makers: Patrick O’Brien, Director at Holtec International (Ep. 210) 31:18

9d ago31:18

31:18

Holtec International is an established company focused on nuclear energy technology, specializing in spent fuel storage, small modular reactors (SMRs), and nuclear plant decommissioning. Its Palisades Power Plant in Michigan was shut down in 2022 and is now in the final stages of restarting after becoming in 2025 the first nuclear plant in the US t…

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Change Makers: Nick Terrell, Carbon Catalyst Executive Director (Ep. 209) 29:06

20d ago29:06

29:06

Carbon Catalyst is a UK-based carbon capture & storage project developer focused on a portfolio of carbon transport and storage projects within the North Sea. Nick Terrell, executive director of operations at Carbon Catalyst, joins Hill Vaden and Sam Humphreys to discuss how the pure-play carbon transport and storage company is working with partner…

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Change Makers: Nathan Ough, VoltaGrid CEO (Ep. 208) 28:10

19d ago28:10

28:10

Houston-based VoltaGrid is a portable energy infrastructure company that has deployed more than 1,500 MW of distributed natural gas generation capacity since its founding in 2021. Nathan Ough, VoltaGrid CEO, joins Hill Vaden and Sam Humphreys, to discuss how the fast-growing company has expanded beyond its initial focus on powering electric frac fl…

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Change Makers: Kent Williamson, author American Heat Engine (Ep. 207) 23:58

26d ago23:58

23:58

American Heat Engine invites readers to “buckle up and … take a road trip” as it embarks on a history of how hydrocarbon development and use has shaped the United States. Kent Williamson, author of American Heat Engine: Hydrocarbons and the Power of the United States, joins Hill Vaden and Sam Humphreys to discuss his motivation for writing the new …

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Change Makers: John Plack, Ameresco SVP (Ep. 206) 29:35

1M ago29:35

29:35

Ameresco designs, builds, owns, operates and maintains energy infrastructure with the stated goal of helping its customers reduce costs, enhance resilience and decarbonize operations. John Plack, Ameresco Senior Vice President of Engineering, joins Hill Vaden and Sam Humphreys to discuss why the cleantech integrator is turning its attention to geot…

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Change Makers: Alfred Johnson, Crux CEO (Ep. 205) 31:14

1M ago31:14

31:14

Crux is a Capital Markets platform, designed to streamline and modernize commercial workflows in the energy sector. Alfred Johnson, Crux’s co-founder and CEO, joins Hill Vaden and Sam Humphreys to discuss the company's journey and the market intelligence offering customers can benefit from, so they not only facilitate transactions, but also offer i…

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Change Makers: Alex Klaessig, Halcyon Chief Data Officer (Ep. 204) 30:01

2M ago30:01

30:01

San Francisco-based Halcyon is developing an AI-assisted search and information platform that aggregates and summarizes regulatory information that pertains to US power and gas markets. The sector-specific software is designed to improve workflows and decision-making by energy professionals. Alex Klaessig, Halcyon Chief Data Officer, joins Hill Vad…

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Change Makers: Laurence Kemball-Cook, Pavegen CEO (Ep 203) 31:16

2M ago31:16

31:16

London-based Pavegen makes triangular floor tiles that convert kinetic energy from human footsteps into electricity. The company’s technology has been installed in places that include airports, schools, dance floors, and stadiums in more than 40 countries. Laurence Kemball-Cook, founder and CEO of Pavegen, joins Hill Vaden and Sam Humphreys to disc…

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Change Makers: Rodney Clemente, Energy Recovery (Ep 202) 30:42

2M ago30:42

30:42

Energy Recovery, with roots in the desalination industry, designs and manufactures energy-efficiency technology solutions to generate cost savings and support environmental sustainability for its global set of customers. Rodney Clemente, Energy Recovery Senior Vice President of Water, joins Hill Vaden and Sam Humphreys to discuss how the company is…

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Change Makers: Katherine Cooke and Apar Paudyal, OPM (Ep. 201) 34:42

3M ago34:42

34:42

Oxford Policy Management (OPM) is a global consultancy working across climate policy, finance, disaster risk, energy, and urban planning helping governments and communities build resilience and reduce emissions. Katherine Cooke, Principal Consultant and Hub Lead for Climate Finance, and Apar Paudyal, Senior Consultant for Climate Resilience and Sus…

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Under pressure: Enhanced oil recovery operations drive US to CO2 injection milestone (Ep 200) 31:26

3M ago31:26

31:26

The United States in 2025 surpassed the technical milestone of more than one gigaton of CO2 injected due, in large part, to CO2’s use in enhanced oil recovery (EOR) operations. Oilfield expert Derek Gonsuron joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how EOR is helping to pioneer carbon capture and utilization technologies…

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Change Makers: Rob Guthrie, ENFRA (Ep 199) 29:15

3M ago29:15

29:15

ENFRA, formerly Bernhard, provides energy-as-a-service solutions for customers in the healthcare, higher education, hospitality, and industrial market segments. ENFRA CEO Rob Guthrie joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss his experience leading the 106-year-old company through its rebranding to ENFRA and how its energy…

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Pricing power: Developing a roadmap for carbon differentiated markets (Ep. 198) 33:01

3M ago33:01

33:01

Carbon differentiation allows market participants to assign value to the role of greenhouse gas emissions associated with an economy’s goods and services. Carbon markets experts Kevin Birn and Jonty Rushforth join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the evolution of differentiated carbon markets and how consistency in mea…

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Comeback kid: Rising gas prices expand near-term use of coal in U.S. power markets (Ep 197) 25:16

3M ago25:16

25:16

Annual coal use in U.S. power generation has declined since the early 2000s as plants retire and renewables and natural gas win market share. However, 2025 may pause or slow the trend, if only temporarily. Coal-markets expert Wendy Schallom joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how two years of stockpile build and hig…

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Tech stack: Upstream sector looks to artificial intelligence in next leg of innovation (Ep 196) 31:44

4M ago31:44

31:44

The data-hungry upstream sector has been working with artificial intelligence for more than 40 years to, among other things, mitigate subsurface risks and predict production. Upstream expert Rachael Moreland joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the oil and gas industry’s history with AI adoption and where in the upst…

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Gasoline Dreams: Peak demand encroaches on oil markets (Ep. 195) 33:00

4M ago33:00

33:00

Global crude demand begins to peak in 2027 despite longer-term growth trajectories for both jet fuel and naphtha, according to the most recent update of S&P Global Commodity Insights’ Annual Strategic Workbook covering oil markets. Oil and refined products experts Matt Andre and Shiva Gupta join EnergyCents hosts Hill Vaden and Sam Humphreys to dis…

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Change Makers: Spiro Youakim, Lazard Managing Director (Ep. 194) 25:45

4M ago25:45

25:45

Lazard Inc. is one of the world's leading financial advisory and asset management firms. The company’s Financial Advisory practice supports its clients on mergers and acquisitions, restructurings, debt and capital structure and capital raising. Its Asset Management segment provides a range investment solutions to institutions, corporations, governm…

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Rule follower: Biofuels navigates evolutions in trade, renewable energy policies (Ep 193) 31:23

4M ago31:23

31:23

The US biofuels industry begins 2025 facing significant policy uncertainty, despite having produced record volumes of ethanol, renewable diesel, and sustainable aviation fuel in 2024. Biofuels expert Corey Lavinsky joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the current state of US biofuels and the implications of evolving feder…

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High expectations: North America gas prepares for calls to grow (Ep 192) 29:27

5M ago29:27

29:27

The role of North American gas is set to expand as LNG exports and domestic power demands increase the call on the domestic supply. However, there remains uncertainty in both the timing and levels of expected demand growth. North America gas expert Sara Hakim joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the current state of …

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Bits and Bytes: Responding to Datacentre demand growth (Ep 191) 38:38

5M ago38:38

38:38

As adoption of AI expands across the globe, through LLMs, Cloud services, inferencing, and network hubs, more power-hungry data centers are needed to meet this demand. With this expansion of technology, regions are taking different approaches on how to build out this infrastructure, with plans for new hubs being announced regularly. AI and Datacent…

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Change Makers: Gary Agnew, Ideon Technologies CEO (Ep 190) 32:14

5M ago32:14

32:14

Canadian-based Ideon Technologies is revolutionizing the exploration of subsurface resources through its use of cutting edge, cosmic-ray muon tomography. The company provides customers innovative solutions for sustainable and efficient resource discovery, making signiificant strides in reducing environmental impact whilst enhancing operational effi…

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Power Play: Europe reckons with higher electricity prices as demand growth returns (Ep 189) 31:09

5M ago31:09

31:09

Europe is making progress against its net-zero ambitions and is generating about 70% of its electricity from carbon-free sources, including nuclear. However, wholesale prices remain high following the 2022 energy crisis, and demand has yet to return to pre-Covid levels. European power market experts Sylvain Cognet-Dauphin and Coralie Laurencin join…

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Change Makers: Arvin Vohra, Redaptive CEO (Ep 188) 32:19

6M ago32:19

32:19

Denver-based Redaptive is an energy-as-a-service company that works with commercial and industrial customers to fund and install energy-cost saving equipment. The self-described ‘one stop shop’ was founded in 2015 and provides its customers access to three core services: capital for energy-cost saving equipment installations, a data platform measur…

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Consolidation: Upstream operators leverage M&A in bid for scale (Ep 187) 28:54

6M ago28:54

28:54

Led by corporate mergers, nearly $160 billion in merger-and-acquisition activity took place within the global upstream sector in 2024. Producers will continue to use acquisitions to grow their portfolios going forward as they bid for scale in a dynamic, and fragmenting, energy landscape. Upstream expert Chris Sheehan joins EnergyCents with hosts Hi…

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CERAWeek 2025: In the rooms where it happened (Ep 186) 27:31

6M ago27:31

27:31

About 10,000 people attended S&P Global’s annual CERAWeek conference in Houston last week to participate in dialogue around the event’s organizing principle, “Moving Ahead: Energy strategies for a complex world.” Sam Humphreys hosts this week’s episode alone as Hill Vaden joins Naki Mendoza CERAWeek Programs Director to discuss their experiences an…

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Arctic to the market: Alaskan oil and gas landscape (Ep 185) 25:05

6M ago25:05

25:05

A Day One executive order from Donald Trump's new administration aims to utilize Alaska's abundant natural resources, including oil and gas. This includes prioritizing the development and export of LNG to domestic and international parties. S&P Global upstream expert Cody Schulte joins host Hill Vaden and Sam Humphreys to explore the role Alaska cu…

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Change Makers: Katrin Puetz, (B)energy Founder and Managing Director (Ep 184) 32:23

7M ago32:23

32:23

(B)energy is a German company that has developed backpacks to store and transport biogas that can be used to displace firewood and coal in cooking. The company is an affiliate of BiogasUnite, a digital platform that bridges gaps in the installation, maintenance, and repair of biogas systems. Katrin Puetz, founder and managing director of (B)energy …

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Critical: Metals and minerals in a green tech future (Ep. 183) 29:07

7M ago29:07

29:07

Global metal markets are facing massive opportunities and challenges as the world transitions to green technology. Recent and ongoing changes in the US administration have wide-ranging implications for metal markets, the economy, and the future of sustainable energy solutions. S&P Global expert Nick Trickett joins EnergyCents hosts Sam Humphreys an…

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Top trends to watch in 2025: Power Markets (Ep 182) 35:04

7M ago35:04

35:04

The global electricity landscape is undergoing a period of profound change as conventional resources compete with renewable supply to meet expectations of broad demand growth. S&P Global experts Etienne Gabel and Doug Giuffre join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top trends that will define global power markets in …

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Top Trends to watch in 2025: Oil Markets (Ep 181) 31:12

7M ago31:12

31:12

Oil markets begin the year with OPEC+ sitting on more than 5.5 million barrels per day of spare capacity and the incoming Trump Administration wants to see US producers ‘drill, baby, drill.’ S&P Global expert Jim Burkhard joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss these, and other, top trends that will define global oil ma…

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Balancing act: Germany wrestles with decarbonizing, manufacturing ambitions (Ep 180) 33:59

7M ago33:59

33:59

Germany grew to become Europe’s largest economy on the back of an export-led manufacturing sector. The energy-hungry economy is now trying to maintain its competitiveness after losing access to Russian gas pipeline imports in 2022, phasing out its nuclear capacity in 2023, and retiring its coal-fired power fleet by 2038. S&P Global expert Daniel Mu…

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Top Trends to watch in 2025: Energy Capital (Ep 179) 31:33

8M ago31:33

31:33

Trade wars, US policy upheavals, China’s clean energy blitz, a crude market under pressure and the convergence of AI and the energy sector will define 2025 for energy investors. S&P Global experts Justin Jacobs joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top trends that will influence energy investors in 2025. Learn mor…

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Top Trends to watch in 2025: Natural gas (Ep 178) 32:10

8M ago32:10

32:10

As Donald Trump returns to office the landscape of natural gas in the US, and LNG in particular, is expected to shift both domestically and globally. S&P Global gas market experts Laurent Ruseckas and Matthew Palmer join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top trends that will shape global gas markets in 2025. Learn m…

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Change Makers: Carter Li, SWTCH founder and CEO (Ep 177) 34:15

8M ago34:15

34:15

Toronto-based SWTCH has focused on developing electric-vehicle charging solutions for multi-tenant properties in North America since its 2016 founding. The company now manages more than 17,000 charging ports across its network. Carter Li, SWTCH founder and CEO, joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the SWTCH business …

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EnergyCents- Top Trends to Watch in 2025: Clean Energy Technology (Ep. 176) 43:11

8M ago43:11

43:11

Led by investment in solar capacity, global spending on clean-energy technologies will exceed investment in upstream oil and gas for the first time in 2025. S&P Global cleantech experts Edurne Zoco and Sam Wilkinson join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top 10 trends that will shape clean energy technology supply c…

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EnergyCents- Defying Gravity: Energy soars in 2024 and will be Popular in 2025 (Ep. 175) 37:18

9M ago37:18

37:18

We welcome back S&P Global Commodity Insights energy experts Reed Olmstead and David Vaucher for our 6th annual year-in-review and resolutions episode. Hosts Sam Humphreys and Hill Vaden check in to see how well we performed against 2024 energy expectations, consider some of the year’s biggest trends, and share market predictions and personal resol…

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EnergyCents- Up and Atom: Nuclear wins renewed attention as low-carbon power play (Ep. 174) 30:54

9M ago30:54

30:54

A desire for lower-carbon, reliable electricity is reviving interest in nuclear power generation. S&P Global energy market experts Yulia Ivanovskaya and Conway Irwin join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss how demand from datacenters is contributing to a revival of interest in nuclear power and to consider what challenges mus…

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EnergyCents- Change Makers: Kul Karcz, NewMed Energy VP of Exploration and ESG Manager (Ep 173) 24:47

10M ago24:47

24:47

NewMed Energy is focused on exploring for and bringing to market natural gas discoveries from the Eastern Mediterranean. The Israel-based firm is partnered with Chevron on its Leviathan Project and has additional interests in earlier-stage projects in waters off Cyprus and Morocco. Kul Karcz, NewMed Energy VP of Exploration and ESG Manager, joins E…

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EnergyCents- Calm: Oil markets adjust to a new normal as risk premium ebbs (Ep 172) 36:42

10M ago36:42

36:42

Oil markets have responded with complacency to sanctions on major producers, rerouting of tankers, and military unrest in the major supply areas. S&P Global oil markets expert Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss why this complacency may represent a new normal as spare capacity within OPEC+ and supply gro…

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EnergyCents- Change Makers: Hooman Shahidi, EVPassport CEO and co-founder (Ep. 171) 31:01

10M ago31:01

31:01

EVPassport is working to accelerate the adoption of electric vehicles by improving the user experience when charging through its focus on reliability and ease of adoption. The California-based EV-charging platform received a $200 mm investment from Northleaf Capital Partners in 2023 and today operates more than 5,000 chargers in 35 states through p…

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EnergyCents- The silent partner: Graphite and the energy transition (Ep. 170) 30:01

10M ago30:01

30:01

Despite being a key component in lithium-ion battery manufacturing for electric vehicles, Graphite has so far escaped the media attention that its comparable metals, lithium, cobalt and nickel has had. But with the roll out of EV’s and energy storage, graphite demand is expected to grow by around 20% by the end of the decade. S&P Global metals expe…

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EnergyCents- Change Makers: Tabitha Stine, Nucor GM of Energy Solutions Services (Ep 169) 32:20

10M ago32:20

32:20

The steel industry accounts for almost 10% of the world’s final energy demand and greenhouse gas emissions. Nucor (NYSE: NUE), North America’s largest steel producer and recycler, pioneered lower-emission electric arc furnace steelmaking more than 50 years ago and continues to prioritize innovation in sustainable steel as it works toward a 2050 net…

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EnergyCents- Refining kit: India plans for downstream infrastructure investment (Ep 168) 31:23

11M ago31:23

31:23

India plans to grow its refining capacity by about 60% to 8 mmbd over the next 10 years to meet both domestic demand and spur refined-product exports. S&P Global Refining Expert Pulkit Agarwal joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss India’s ambition to expand its largely state-owned refining capacity and how planners ex…

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EnergyCents- State support: UK makes Great British Energy as clean-energy champion (Ep 167) 29:29

11M ago29:29

29:29

The United Kingdom established state-owned Great British Energy in July 2024 to develop domestic clean energy supply, create jobs, and advance the country’s net-zero ambition. Glenn Rickson joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss what role this company will play in the renewable power sector and impact this will have on risk…

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EnergyCents- Change Makers: NJ Ayuk, African Energy Chamber Executive Chairman (Ep. 166) 36:23

11M ago36:23

36:23

The African Energy Chamber began in 2018 to promote the continent’s energy sector and support indigenous companies’ efforts to expand their networks and engage international partners. The organization is preparing to host its fourth annual African Energy Week conference from November 4-8 in Cape Town, South Africa where this year's theme is, "Inves…

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EnergyCents- Mark to market: PJM rule changes lead to capacity auction price spike (Ep 165) 29:45

11M ago29:45

29:45

Capacity auction prices for 2025/2026 delivery year jumped nearly 10x from the prior delivery year to $269.92/MW-day for much of PJM, a regional power market in the eastern United States. S&P Global Power Markets Expert Tanya Peevey joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss reasons behind the price spike and consider whet…

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EnergyCents- Rethinking resilience: ERCOT looks to spark gas-generation build (Ep. 164) 29:38

12M ago29:38

29:38

Led by investment in intermittent renewables, Texas has added more new power supply to its grid over the past five years than any other state. However, the lack of growth in long-duration power generation and increased frequency of extreme weather events have given way to reliability concerns within ERCOT. S&P Global power markets expert Mike Picke…

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EnergyCents- Adjustment bureau: CBAM aims to level playing field for EU industries (Ep 163) 30:56

12M ago30:56

30:56

Europe’s Carbon Border Adjustment Mechanism (CBAM) now requires its trade partners to declare the carbon content associated with production of imported goods including iron, steel, aluminum, cement, fertilizer, hydrogen, and electricity. Trade partners will be asked in 2026 to buy CBAM certificates for these specified goods to access European marke…

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EnergyCents- Change Makers: itselectric Co-Founder & COO Tiya Gordon (Ep. 162) 35:35

12M ago35:35

35:35

itselectric, a Brooklyn-based electric vehicle (EV) curbside charging company, partners with municipalities and property owners to install, operate, and maintain public chargers on sidewalk curbs. The Level-2 charging ports use spare electrical supply from nearby buildings via a revenue share with property owners and allow EV-drivers to recharge th…