Energy Evolution

In this series of podcasts, we explore and compare different battery chemistries against the dominant lithium-ion battery sector.  Sodium-ion batteries have emerged as a strong competitor to lithium-ion batteries, particularly in the energy storage sector. Some have even hailed it as a game-changer in the entry-level or low-cost EV segment, and that it could threaten the long-standing dominance of lithium-ion batteries in the EV sector. In this episode, battery metals experts Euan Sadden, Leah Chen and Henrique Ribeiro explore the technical differences between sodium-ion and lithium-ion batteries, the pros and cons of sodium-ion batteries, and whether it ultimately plays a competitive or complementary role to lithium-ion batteries. Further reading Lithium price rally opens door for sodium-ion batteries Lithium demand destruction looms as project delays, cost pressures mount Related price assessments BATHY04 - Lithium Hydroxide DDP China Yuan/mt BATCA04 - Lithium Carbonate DDP China Yuan/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt BATLC04 - Lithium Carbonate CIF North Asia $/mt

On this episode of Energy Evolution, our guests discuss sustainability and reporting standards for nickel mining, an industry key to supporting electric vehicle battery production. Today’s guests include Alessandra Carreon, a member of the Michigan Public Service Commission; Ro Dhawan, CEO of the International Council on Mining and Metals; and Chris Showalter, CEO of Lifezone Metals. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of Energy Evolution, co-host Taylor Kuykendall interviews Curtis VanWalleghem, CEO of Hydrostor. VanWalleghem talks about his company's compressed air technology and the importance of using long-duration energy storage in the transition to clean energy. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Against the backdrop of Europe’s Carbon Border Adjustment Mechanism and a self-imposed deadline for a US Global Arrangement on Sustainable Steel and Aluminum, American steelmakers are stepping up investments in clean energy and working to ensure efforts to produce lower-emissions steel are recognized on the global stage. So how will policymakers view their initiatives, and will end-users be willing to pay more for material with a reduced-CO2 profile?  S&P Global Commodity Insights' Christopher Davis, regional pricing director for metals in the Americas, talks with head of Americas metals news Justine Coyne and low-carbon electricity analyst Danylo Babkov about these topics and more. Related prices: Platts European HR Carbon-Accounted Steel Premium Eur/mt (EHRSA00) Platts Northwest Europe HRC Carbon-Accounted Steel Price Eur/mt (EHRSC00) Platts Ni-Co black mass DDP US $/mt (NBNED00) Related podcasts: How is Europe’s steel industry rising to the challenge of energy transition Decarbonization efforts in India: how ready is the steel industry? How will the EU's Carbon Border Adjustment Mechanism affect global trade and carbon pricing?

In this episode of Energy Evolution, co-host Taylor Kuykendall interviews Eric Beightel, the executive director of the Federal Permitting Improvement Steering Council. The council was established in 2015 to improve the transparency and predictability of the federal environment review and authorization process for certain critical infrastructure projects.  Beightel discusses the challenges of permitting reform and the need for more resources, staff, and funding for agencies charged with the permitting process. He also emphasized the importance of early stakeholder engagement and community outreach to reduce the risk of litigation and improve the efficiency of the permitting process.  Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Voluntary carbon markets are facing a critical moment in their short history. Questions about the integrity and effectiveness of many carbon projects have led to a sharp fall in prices and liquidity. However, a series of quality and transparency initiatives are being adopted to restore confidence in offsets. S&P Global Commodity Insights' experts Eklavya Gupte, Dana Agrotti and Silvia Favasuli discuss the road to recovery for the VCM as it seeks to rebuild credibility and trust. Related price assessments: Platts Household Devices Current Year CNHDD00 Platts Nature-based Avoidance Current Year ANBAA00 Platts Natural Carbon Capture Current Year ANCCA00 Hear more on the latest developments in the carbon markets by attending the Global Carbon Markets Conference taking place on November 6-9, 2023 in Paris. And you can watch our latest videos explaining what determines the price of a carbon credit and the pricing structure in the VCM.

As it gets harder for bitcoin miners to access power, some say mining is a balancing opportunity for the grid. We speak to mining startup founder Andrew Webber about his vision for data centers in grid flexibility and look ahead at the scaling of AI computing. Could data centers using AI algorithms become flexibility assets, and if so, which use cases could be suitable? On that, we hear from S&P Global tech analyst Jonathan Schroth and professor Ben Lee of the University of Pennsylvania.

The hefty premiums paid by BP and TotalEnergies in Germany’s latest offshore wind auction reflect the value these companies place on diversification – but do the economics stack up? Competition for offshore concessions has been fierce, but the sector is also under extreme cost pressure from stressed supply chains and rising inflation. S&P Global Commodity Insights’ news editors Henry Edwardes-Evans, Andreas Franke and Alex Blackburne discuss these issues with S&P Global analyst director colleague Coralie Laurencin. Explore our interactive Renewable Energy Price calculator Related price assessment: WDETF00 - German Offshore Wind Renewable Capture Price Related stories: Germany sells four offshore wind concessions for $14 bil to BP, TotalEnergies Germany awards 1.8 GW offshore wind concessions for Eur784 million Offshore wind industry weighs consequences of 'seismic' German auction

In this episode of Energy Evolution, guest Jahi Wise, senior adviser to the administrator and acting director of the Greenhouse Gas Reduction Fund at the EPA, joins us to talk about a $27 billion grant program under the Inflation Reduction Act and efforts to use the funding to support the National Clean Investment Fund and efficiency improvements across the country, especially in disadvantaged communities.  Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of Energy Evolution, guest Tom Schneberger, CEO of USA Rare Earth, joins us to talk about rare earths supply chains and the production of rare earth magnets key to energy transition technologies like electric vehicles and wind turbines. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz