EnergyCents

Governments of resource-rich countries in Africa find themselves at a crossroads as oil and gas operators weigh stranded-asset risk before committing to long-lead-time fossil-fuel projects. Roderick Bruce, an expert in petroleum-sector risk with S&P Global Commodity Insights, joins EnergyCents this week to discuss how host governments in Africa are working with operators to balance their near-term economic goals of resource monetization with longer-term environmental goals of carbon reduction. Learn more about S&P Global’s oil-and-gas risk coverage that caters to industry https://ihsmarkit.com/products/oil-gas-risk-forecast-analysis.html and financial sector customers https://ihsmarkit.com/products/energy-advisory-service.html Join the conversation at energycents@ihsmarkit.com.

Policy makers are returning their attention to nuclear power as a potentially low-emission, reliable generator of electricity. Most recently, the European Parliament voted in early July to apply its green label to nuclear power under the EU's sustainable finance taxonomy. S&P Global Commodity Insights experts in European power Coralie Laurencin and Sylvain Cognet-Dauphin join EnergyCents this week to discuss the role of nuclear power in meeting Europe’s immediate electricity needs, and whether short-term needs will impact an otherwise declining long-term trajectory. Learn more about S&P Global’s Power and Renewables coverage that caters to industry at https://ihsmarkit.com/products/power-renewables-energy-markets.html and financial sector customers at https://ihsmarkit.com/products/energyview-gas-power-renewables.html. Join the conversation at energycents@ihsmarkit.com.

Washington state in April became the first state to adopt all-electric standards for new commercial and multi-family constructions. The move follows similar, more localized, activity led largely by California municipalities to limit the expansion of fossil-fuel end use. Gas utilities Expert Tom DiChristopher, a Commodity Insights senior reporter for S&P Global's Capital IQ, joins EnergyCents this week to discuss moves to ban the connection of new building constructions to municipal gas grids, and how they may impact the future plans of utilities and residential consumers. Learn more about Capital IQ Pro: https://www.spglobal.com/marketintelligence/en/solutions/sp-capital-iq-pro Hear more from Tom in the on-demand webinar, “Building Electrification: Three years after the Berkeley gas ban, where are we now?”: https://pages.marketintelligence.spglobal.com/Building-Electrification-Three-years-after-the-Berkeley-gas-ban-where-are-we-now-Registration-June-2022.html Join the conversation at energycents@ihsmarkit.com

Global coal prices are at multi-decade highs as post-CoVid demand spikes in the face of underinvested supply. Coal Markets Expert Taylor Kuykendall, a Commodity Insights senior reporter for S&P Global's Capital IQ, joins EnergyCents this week to discuss the current coal market imbalance, and consider how competing environmental and energy-security concerns may influence markets going forward. Learn more about Capital IQ Pro: https://www.spglobal.com/marketintelligence/en/solutions/sp-capital-iq-pro. Hear more from Taylor on S&P Global Market Intelligence’s Energy Evolution podcast: https://open.spotify.com/show/4ttjcoVpnQNzx8Ho2ZjPWF?si=0d867dd80f864c89. Join the conversation at energycents@ihsmarkit.com.

The LNG industry counts 48 floating regasification and storage units (FSRU) in its global fleet, and demand has exploded as Europe seeks gas-supply optionality after Russia’s invasion of Ukraine. Charter rates have about doubled this year to approximately $200,000/day. S&P Global LNG Expert Andres Rojas joins EnergyCents this week to put the current FSRU-market tightness into perspective, and consider whether this short-term boom has long-term implications. Learn more about LNG coverage in our Global Gas service at https://ihsmarkit.com/products/global-gas.html and LNG Analytics at https://ihsmarkit.com/products/global-lng-predictive-analytics.html. Join the conversation at energycents@ihsmarkit.com

Energy-directed capital has long been biased to the molecule thanks to the global scale and operational efficiencies of fossil fuels. Focus has, in some ways, shifted to the electron with the maturation of low-carbon technologies. S&P Global climate finance expert Peter Gardett returns to EnergyCents this week to discuss the complexities of climate-aligned energy investing, and how there’s room for both electrons and molecules in a lower-carbon economy. Learn more about our cleantech investment coverage in EnergyView – Climate & Cleantech https://ihsmarkit.com/products/EnergyView-Climate-and-CleanTech-Service.html Hear more from Peter in our On Demand webinar, “Understand and maximize returns in energy transition investments from climate and cleantech fundamental data” https://ihsmarkit.com/events/understand-and-maximize-returns-in-energy-transition-investments-from-climate-and-cleantech-fundamental-data/overview.html

The global energy sector, largely defined by the traditional businesses of oil and gas companies, is increasingly associated with cleantech investment and innovation. S&P Global upstream technology experts Judson Jacobs and Carolyn Seto join EnergyCents this week to discuss how oil and gas companies are approaching energy-sector disruption, and what to expect as high commodity prices offer renewed support for traditional business lines. Learn more about our Upstream Technology and Innovation coverage https://ihsmarkit.com/products/upstream-technology-and-innovation-utai.html

The United States is entering summer with natural gas prices approaching $9/mcf and Lower 48 storage levels 15% below the five-year average, and North America drillers are loath to increase supply as investors force restraint. S&P Global gas markets experts Matthew Palmer and Laurent Ruseckas join EnergyCents this week to discuss how this summer, and how global gas demand increasingly influences North America markets. Learn more about our gas markets coverage in Global Gas service https://ihsmarkit.com/products/global-gas.html and, for investors, EnergyView – Gas, Power, Renewables https://ihsmarkit.com/products/energyview-gas-power-renewables.html Hear more from Laurent in our On Demand webinar, “Identifying institutional investment opportunities in oil and gas markets” https://ihsmarkit.com/events/identifying-institutional-investment-opportunities-in-oil-and-gas-markets/overview.html?utm_campaign=CL_ENR_CSG_26April22_EnergyAdvisory_ET1_PC022175_e-production_E-135164_PRDM_0504_1315&utm_medium=email&utm_source=Eloqua

Russian sanctions have fundamentally altered commodity market conditions, how oil is priced, and the framework used by market participants to form forward price expectations. S&P Global oil markets expert Karim Fawaz joins EnergyCents this week to discuss how energy-security priorities have reshaped global oil markets, and the key areas to watch as we move in the second half of 2022. Learn more about oil markets coverage in Energy Advisory Service https://ihsmarkit.com/products/energy-advisory-service.html Hear more from Karim in our On Demand webinar, “Identifying institutional investment opportunities in oil and gas markets” https://ihsmarkit.com/events/identifying-institutional-investment-opportunities-in-oil-and-gas-markets/overview.html?utm_campaign=CL_ENR_CSG_26April22_EnergyAdvisory_ET1_PC022175_e-production_E-135164_PRDM_0504_1315&utm_medium=email&utm_source=Eloqua

Global solar installations were expected to grow more than 30% in 2022 before COVID restrictions in mainland China impacted operations of the world’s largest solar manufacturer. S&P Global solar supply chain experts Siqi He and Cormac Gilligan join EnergyCents this week to discuss the importance of China to solar supply chains, and the potential impacts to 2022 expectations from curtailed manufacturing. Learn more about our solar coverage via Clean Energy Technology: https://ihsmarkit.com/products/clean-energy-technology.html and for financial sector customers via EnergyView – Climate and Cleantech: https://ihsmarkit.com/products/EnergyView-Climate-and-CleanTech-Service.html Access the On-Demand Webinar “Understand and maximize returns in energy transition investments from climate and cleantech fundamental data”: https://ihsmarkit.com/events/understand-and-maximize-returns-in-energy-transition-investments-from-climate-and-cleantech-fundamental-data/overview.html