Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Eklavya Gupte speak with policymakers, industry professionals and SPGCI 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 has merged with the Platts Future Energy podcast as of January ...
…
continue reading
S Amp P Global Commodity Insights Podcasts
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.
…
continue reading
The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for power. In this episode, host Eklavya Gupte sits down with Javier Cavada, president and CEO for EMEA at Mitsubishi Power, to examine how AI's demand for 24/7 power has created multi-year waiting times fo…
…
continue reading
1
Back to the Future: New Zealand re-opens itself for upstream exploration (Ep. 219)
30:18
30:18
Play later
Play later
Lists
Like
Liked
30:18
Earlier this year, New Zealand reversed a self-imposed ban on offshore oil and gas exploration begun in 2018 and is now allowing companies to apply for new licenses. Frankie Hulbert, an S&P Global expert in upstream exploration and development, joins Hill Vaden and Sam Humphreys to discuss how New Zealand's renewed interest in domestic natural gas …
…
continue reading
1
India's race to 500 GW of renewable power by 2030
29:37
29:37
Play later
Play later
Lists
Like
Liked
29:37
India's energy transition story can be vividly seen through the lens of one of its most established utilities, Tata Power, which has shifted from a long-standing reliance on coal to become an integrated renewable energy company aiming for a 70% clean power capacity mix by 2030. In this episode, S&P Global Commodity Insights editor Ruchira Singh int…
…
continue reading
1
Drill, Baby, Drill: Upstream players navigate changing tides (Ep. 218)
28:10
28:10
Play later
Play later
Lists
Like
Liked
28:10
The upstream industry has faced many challenges over the last few years, but global sentiment seems to be shifting. In an environment of rapidly evolving geopolitics and a continued demand for resources, we explore how the industry is responding to this changing landscape. Joining hosts Hill Vaden and Sam Humphreys this week is Dan Pratt, Global He…
…
continue reading
1
Explaining Germany's energy transition 'reality check'
24:54
24:54
Play later
Play later
Lists
Like
Liked
24:54
The energy policy of Europe's largest economy, Germany, is the focus of this week's episode. The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion. Andreas Franke, editorial lead at S&P Global Com…
…
continue reading
1
Sail away: Shipping gets creative in efforts to decarbonize
34:56
34:56
Play later
Play later
Lists
Like
Liked
34:56
The maritime and shipping sector, which accounts for 80% of global trade and 3% of global greenhouse gas emissions, is under increasing pressure to decarbonize. Dana Rodriguez, Programme Manager at The Decarb Hub, and Aroob Sheikh, Shipping and Freight Reporter at S&P Global, join hosts Hill Vaden and Sam Humphreys to discuss the steps being taken …
…
continue reading
1
Transatlantic divide: US and EU chart different energy transition paths
26:02
26:02
Play later
Play later
Lists
Like
Liked
26:02
In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Donald Trump's second presidential term. As the US pivots toward fossil fuel expansion and rolls back clean energy initiatives, Europe is recalibrating its energy transition pace amid mounting concerns …
…
continue reading
1
Change Makers: Rick Margolin, Director at ENGIE Impact (Ep. 216)
33:14
33:14
Play later
Play later
Lists
Like
Liked
33:14
ENGIE Impact works with corporate and industrial clients to manage their energy portfolios and make progress toward sustainability targets through the procurement of renewable energy. Rick Margolin, Director of Resource Optimization and Renewable Energy at ENGIE Impact, joins Hill Vaden and Sam Humphreys to discuss how industrial consumers can smoo…
…
continue reading
1
How will the EU's new carbon market affect energy costs and inflation?
16:02
16:02
Play later
Play later
Lists
Like
Liked
16:02
In this episode of Energy Evolution, host Eklavya Gupte examines the rising concerns among EU member states about the upcoming Emissions Trading System 2 (ETS2), set to launch in 2027. Worries are growing that ETS2 -- encompassing road transport, buildings, and small businesses -- could lead to substantial increases in energy prices, highlighting t…
…
continue reading
1
OBBBA: US energy developers digest impact and timeline of federal policy changes (Ep. 215)
33:56
33:56
Play later
Play later
Lists
Like
Liked
33:56
The One Big Beautiful Bill Act (OBBBA) was signed on July 4, 2025, and rewrote many of the rules associated with federal tax credits supporting low-carbon energy projects in the US. S&P Global Commodity Insights experts Anna Mosby and Conway Irwin join Hill Vaden and Sam Humphreys to discuss how the OBBBA may influence the development of various en…
…
continue reading
While 2025's energy headlines have focused on trade wars and geopolitical turmoil, the market for International Renewable Energy Certificates (I-RECs) has seen a dramatic surge in demand, signaling a fundamental shift in corporate sustainability strategies. In this episode, host Eklavya Gupte sits down with Vittoria Morini, global I-RECs lead at S&…
…
continue reading
1
Vision to Exploration: Rich Africa Consultancy on Namibia's energy rise
28:50
28:50
Play later
Play later
Lists
Like
Liked
28:50
Rich Africa Consultancy is a strategic advisory firm based in Namibia, specializing in natural resources law, energy policy, and sustainable investment. Since 2011, it has guided governments and businesses in unlocking value from Africa's resource wealth through expert advice, ESG alignment and thought leadership. Ndapwilapo Selma Shimutwikeni, fou…
…
continue reading
1
Traders on alert: What lies ahead for European gas this winter?
20:58
20:58
Play later
Play later
Lists
Like
Liked
20:58
Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior gas and LNG news reporter, and Roudy Dirani, managing editor for European natural gas pricing, to explore what could be a volatile few months as Europe faces its first winter without pipeline Russian gas supplies. …
…
continue reading
1
Duct bills: Heat pumps seek market share amid US building electrification push (Ep. 213)
31:12
31:12
Play later
Play later
Lists
Like
Liked
31:12
Buildings in the United States account for about 40% of domestic energy demand and about 25% of greenhouse gas emissions. Increased electrification of buildings, particularly in heating, is core to policy makers realizing decarbonization ambitions. Julia Kim, a US power markets expert at S&P Global Commodity Insights, joins Hill Vaden and Sam Humph…
…
continue reading
1
Path to net-zero gets bumpy for US, European utilities
16:20
16:20
Play later
Play later
Lists
Like
Liked
16:20
In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin R…
…
continue reading
1
Methane Monitors: Overflight observations reveal decline in Permian emissions (Ep. 212)
33:23
33:23
Play later
Play later
Lists
Like
Liked
33:23
Upstream operators in the Permian Basin have reduced emitted methane by 50%, or 29 million metric tons of CO2 equivalent, since 2022 according to overflight data. Importantly, this reduction has occurred at the same time as oil production has grown and reflects an improvement in the methane intensity of Permian operations. Raoul LeBlanc, vice presi…
…
continue reading
In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Global Commodity Insights, about the current state of the US coal industry. Although the sector has experienced a significant decline in its share of electricity generation over the past several decades, r…
…
continue reading
1
Change Makers: Travis Windholz, CFO at Conduit Power (Ep. 211)
29:35
29:35
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
FuelEU Maritime: A new trading opportunity in shipping
20:14
20:14
Play later
Play later
Lists
Like
Liked
20:14
In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new market dynamics in the world of marine fuels. Under FuelEU Maritime, which took effect from Jan. 1, 2025, ships calling at European ports have a mandate to cut greenhouse gas intensity by 2% this year f…
…
continue reading
1
Change Makers: Patrick O'Brien, Director at Holtec International (Ep. 210)
31:18
31:18
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Unlocking the future potential of hydrogen energy in India
22:23
22:23
Play later
Play later
Lists
Like
Liked
22:23
As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to take place Sept. 25–26 in New Delhi — is set to bring together the nation's decision-makers and industry experts to examine the regulatory frameworks, investment opportunities, and technological innovati…
…
continue reading
1
Change Makers: Nick Terrell, Carbon Catalyst Executive Director (Ep. 209)
29:06
29:06
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Talking offshore wind: Communication in a polarized world
41:15
41:15
Play later
Play later
Lists
Like
Liked
41:15
Seen by hundreds of thousands, Swedish utility Vattenfall's expletive-laden campaign with Hollywood icon Samuel L Jackson asks the question: Offshore wind farms, yes or no? On this week's episode of Energy Evolution, Vattenfall's head of brand Monica Holmvik Persdotter explains the process behind the campaign and how the utility thinks about public…
…
continue reading
1
Change Makers: Nathan Ough, VoltaGrid CEO (Ep. 208)
28:10
28:10
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Shifting gears: Will states take the wheel on US electric vehicle policy?
26:42
26:42
Play later
Play later
Lists
Like
Liked
26:42
In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on encouraging the transition to electric vehicles. With states varying wildly in their interest and support in electric vehicles and charging infrastructure, what will happen to the deployment of lower…
…
continue reading
1
Change Makers: Kent Williamson, author American Heat Engine (Ep. 207)
23:58
23:58
Play later
Play later
Lists
Like
Liked
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 …
…
continue reading
1
One Big Beautiful Bill: Another ride on the solar coaster?
19:56
19:56
Play later
Play later
Lists
Like
Liked
19:56
In this episode, Commodity Insights analysts Tiffany Wang and Cinthya Pena explain the implications of the One Big Beautiful Bill Act for US renewables supply chains and project development. The OBBBA was a sweeping budget reconciliation bill which US President Donald Trump signed on July 4. Cuts to the tax credit regime introduced in the Inflation…
…
continue reading
1
Change Makers: John Plack, Ameresco SVP (Ep. 206)
29:35
29:35
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Break up or not? Europe's zonal pricing conundrum
13:54
13:54
Play later
Play later
Lists
Like
Liked
13:54
In this week's episode, energy reporters Camilla Naschert and Alex Blackburne explain the ongoing debate around the way in which price zones are divided in Europe's power markets. In markets with only one price zone, such as Germany and Britain, widening geographic distances between demand centers and new renewables development are starting to rais…
…
continue reading
1
Change Makers: Alfred Johnson, Crux CEO (Ep. 205)
31:14
31:14
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Carbon registries key to unlocking Article 6 climate finance
23:51
23:51
Play later
Play later
Lists
Like
Liked
23:51
In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments and companies are building critical infrastructure for carbon trading and global climate cooperation. Host Eklavya Gupte speaks with Gurvinder Bains, Director of Business Development of Environmental…
…
continue reading
1
Change Makers: Alex Klaessig, Halcyon Chief Data Officer (Ep. 204)
30:01
30:01
Play later
Play later
Lists
Like
Liked
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…
…
continue reading
1
Hot Grid Summer: Europe's power system under stress
26:51
26:51
Play later
Play later
Lists
Like
Liked
26:51
In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure. Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressu…
…
continue reading
