EnergyCents

Electricity consumption in the world’s developing economies is generally less than about 2,500 kwh per capita, compared to about 10,000 kwh per capita in the more developed world. Consumption, as well as expectations of reliability, will increase as these economies grow. Silvia Macri and Allen Wang join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the competing priorities that influence electricity investment in emerging markets and draw specific attention to economies in Africa and Southeast Asia.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Experts Dan Thompson and Adam Wilson discuss the impact of datacenters on US power market and grid operators responding to load growth. Topics include power demands from data centers, clean energy transitions, data center development strategies in China and the US, and repurposing coal plants for data centers.

China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are watching to see if India will have a similar impact on energy markets in the coming years. Rashika Gupta and Karim Fawaz join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare China and India’s energy-demand profiles and explain why we should not expect India to impact global energy markets in the coming decades the same way China did in the past. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Hedi Grati joins EnergyCents to discuss the global refining industry's adaptation to changing demand, feedstocks, and competition. Topics include contrasting market trends, peak oil demand, refinery conversions, and navigating evolving industry priorities.

Expert Darragh Punch discusses electrifying pickup trucks in the US market, highlighting challenges, benefits, and market trends. The conversation explores consumer preferences, hybrid technologies, range capabilities, and major players like Ford, Rivian, GM, and Tesla. Future market trends and upcoming electric pickup releases are also analyzed.

Singapore, which relies on natural gas to fire nearly all of its power generation, has plans to increase to about 30% the share of renewables in its electricity mix by 2035. The island city-state lacks available landmass for large-scale solar and wind installations and intends to rely on neighboring countries to generate renewable power and export it to Singapore via undersea cables.  Vince Heo and Hui Min Foong join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Singapore’s Low-Carbon Import Project and consider some of the plan’s technical, commercial, and political challenges. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

This week on EnergyCents,  emissions expert Deb Ryan joins Hill Vaden and Sam Humphreys to talk about the implications of emissions mitigation across the business landscape, from investment in decarbonization technology and what projects are on the horizon.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Geologic and political borders are not always the same. Can Guyana’s success as an oil province extend to next-door Suriname?  Siddhartha Sen and Isaac Nuti join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss offshore exploration activity in Suriname, and consider which projects may have the highest likelihood of extending Guyana’s commercial success.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Led most recently by Guyana, and Brazil before it, Latin America has been a remarkable success story for global oil exploration over the last 25 years. Flavio Fernandez and Jaka Hardiwinangun join EnergyCents with hosts Hill Vaden and Sam Humphreys to review Latin American exploration activity in 2023, and highlight the region’s high impact wells to watch in 2024.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Expert Justin Cochrane discusses high impact exploration wells in Africa for 2023-2024, highlighting successful wells in Namibia. The podcast explores key discoveries in African oil fields, expectations for upcoming wells, and trends in gas and liquid exploration in different regions. The episode also covers exploration wells in Egypt, Syria, Libya, Guyana, and Mortimer, emphasizing anticipation for significant discoveries in the energy sector.