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Energy Evolution

S&P Global Commodity Insights

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.

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Episódios

372 episódios

  1. Challenger chemistry: One start-up's bullish take on sodium-ion battery storage 30:59
  2. How much new gas capacity does the Texas grid need? 39:40
  3. Inside CBAM's first year: what traders, importers and policymakers learned 43:02
  4. AI's power boom tests Big Tech's net-zero promises 15:57
  5. AI-powered threats put Europe's power system on high alert 27:07
  6. Checking in on US offshore wind: Lease buybacks and legal blowback 22:13
  7. AI demand is intensifying the race to build advanced nuclear reactors 32:16
  8. War and decarbonization: Rewriting the UK and Europe's refining future 32:43
  9. Why protesters want to slow America's data center boom 25:29
  10. Europe's electrification challenge: Can ambition meet reality? 32:57
  11. Balcony solar and EVs are giving consumers a greater role in grid flexibility 42:19
  12. Cybersecurity and clean energy: Inside the EU funding ban for solar and storage inverters 30:21
  13. Grid operator PJM juggles reforms as power auction results hit price cap again 33:05
  14. Discussing Democrats' midterm message on energy 47:06
  15. Moving beyond the grid bottleneck with smart technology 23:43
  16. The summer stress test: How heat waves are rewiring Europe's power markets 25:21
  17. The new economics of renewable energy: Why transmission trumps technology 25:20
  18. What California's launch of an extended day-ahead market means for the western US 39:27
  19. Cameco makes the case for large nuclear reactors 23:42
  20. How the Iran war is challenging and changing Europe's gas market 37:04
  21. How battery storage is transforming the power grid 28:57
  22. Discussing data centers' grid impacts with Amazon Web Services 21:59
  23. Beyond molecules: The rise of environmental commodities 21:45
  24. How the war in Iran is accelerating Asia's energy transformation 23:00
  25. From crisis to resilience: How renewables are strengthening Europe's energy security 20:47
  26. How EU's methane rules could upend global gas trade 35:11
  27. Southern Company CEO Chris Womack on AI, power demand and affordability 22:37
  28. Exploring AI applications for energy and the grid 36:30
  29. War, sanctions and climate: The forces redefining Russian energy 25:52
  30. Former Energy Secretary Moniz discusses the Iran war, new technology and power demand 27:40
  31. Political pressure mounts on Europe's flagship carbon policy 34:25
  32. The imperative for measuring methane emissions in the US gas industry 26:50
  33. Ontario Power Generation leads the North American race to build advanced nuclear 11:33
  34. CERAWeek: War, energy security, and the redrawing of global trade flows 21:08
  35. The math behind emissions: Why carbon accounting matters now more than ever 28:41
  36. PG&E's endeavor to make electrification easier 32:28
  37. Europe's battle against the shadow tanker fleet 23:02
  38. What's holding back Europe's hydrogen ambitions? 25:25
  39. Big Oil's offshore wind dilemma 17:22
  40. Power surge: The impact of energy addition on environmental commodity markets 29:59
  41. Why Greenland matters: Rare earths, geography and geopolitics 30:08
  42. From data centers to EVs to wind turbines: Copper's critical role in the age of electrification 29:59
  43. Science, technology, and risk management take center stage in carbon removals 29:25
  44. Trump's 1st year back: Fossil fuels surge, renewables recalculate 41:46
  45. Rooftop solar on edge: navigating the tax credit drop 37:10
  46. Rising prices, rising capex: what's ahead for the US power sector in 2026 36:13
  47. The race to rebuild the US power grid in the age of AI 33:19
  48. How weather analytics is powering modern energy trading 27:14
  49. Breaking down the hydrogen hype 34:42
  50. Nuclear power enjoys growing interest, but can it deliver? 33:12