EnergyCents

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 markets in 2025. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 Muir joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Germany’s challenge to reinvigorate its economy while meeting decarbonization goals through a changing mix of energy supply. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 model and explain how the company is working with multi-tenant property owners and other partners to scale EV charging in North America's high-density urban centers.  Learn more about SWTCH at: https://swtchenergy.com/ Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 chains in 2025.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 resolutions for the coming year.   Listen to prior year-end conversations with Reed and David here: 2023: Holiday Special: Annual year-in-review and resolutions with Reed and David 2022: A year-in-review: Energy markets, Taylor Swift, and ESG 2021: Review and resolution: Shale sector activity in 2021 and 2022 2020: Mirror, mirror on the wall: Reflections on 2020 and predictions for 2021 2019: Would you rather: 2020 upstream predictions   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 must be overcome to convert this enthusiasm to electricity. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss NewMed’s exploration activity in the Eastern Mediterranean and consider some of the opportunities and challenges in working to monetize discoveries from the gas-rich province.    Learn more about NewMed Energy at: https://newmedenergy.com/about-us/   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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 growth from outside OPEC meet moderating demand in the US and China.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en