EnergyCents

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 Datacentre Research Director Kelly Morgan joins hosts Hill Vaden and Sam Humphreys on this week's episode of EnergyCents to discuss just how many of these new facilities will be realized, and what impact the likes of DeepSeek and other new technologies will have on these plans as efficiencies of this technology improves.

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 efficiency.  Gary Agnew, CEO and co-founder, joins EnergyCents with hosts Hill Vaden and Sam Humphreys to introduce Ideon Technologies business model and technology led outlook as it continues to scale, driven by significant investments and strategic partnerships. Learn more about Ideon Technologies here: Unlock Subsurface Potential with the Ideon REVEAL™ Platform

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 EnergyCents with hosts Hill Vaden and Samantha Humphreys to discuss the current state of European power markets and how evolving government policy seeks to balance climate, security, and affordability priorities. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 measuring the impact of those installations on utility expenses, and a marketplace that connects contractors with Redaptive’s commercial and industrial customers. Arvin Vohra, Redaptive CEO, joins EnergyCents with hosts Hill Vaden and Sam Humphreys to introduce Redaptive’s infrastructure-plus business model and describe how its three-pillar program can generate measurable value by lowering the energy bills of its commercial and industrial customers. Learn more about Redaptive at: https://redaptive.com/company Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en  

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 Hill Vaden and Samantha Humphreys to discuss the role oil and gas deals will play in 2025, and what regions and asset types may be most attractive to buyers. Hear Chris and team discuss upstream M&A trends in more detail during one of three webinars scheduled for the first week of April 2025. Register here: Global Upstream M&A Review 2025: Revival of the fittest - M&A opportunities in a shifting landscape Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 and observations while attending the week-long “Super Bowl of Energy.” Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 currently plays in the North American oil and gas markets and what this executive order could mean for developments on both federal and state lands.

Katrin Puetz, founder and managing director of (B)energy, is a pioneer in using biogas technology to tackle energy poverty in Africa. She discusses the innovative biogas backpacks that replace harmful cooking methods reliant on firewood and coal. Katrin shares insights on the dual benefits of biogas in cleaning the environment and providing income opportunities for local producers. The conversation also highlights the importance of training and collaborative efforts in advancing sustainable energy solutions, transforming lives without dependence on aid.

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 and Hill Vaden to explore the critical role of metals in this energy shift, and how to sift through news versus noise when it comes to discussion of these markets.  Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 2025. And, yes, the rise of datacenters is one of the top trends to watch. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en