Energy Evolution

The European Union’s implementation of a Carbon Border Adjustment Mechanism (CBAM) to support its industry’s efforts to decarbonize and prevent carbon leakage is likely to have far-reaching effects on global trade and the wider energy transition. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Evans and Paula VanLaningham take a deep dive on CBAM, examining its potential impact on a range of industries, political alliances and its influence on carbon pricing and regulation. NOTE: ‘CBAM CO2 emissions data referenced in this podcast relate to emissions modelling totals between 2026-2040’. Click here to access prices, news and analytics relating to carbon markets on Platts Dimensions Pro

The U.S. Inflation Reduction Act is expected to unleash a wave of investment in renewable energy infrastructure. However, it also heavily favored investments at home, causing some concern among trading partners, including the European Union. Now, the EU is increasing its own efforts to promote the development of renewable energy.  S&P Global Commodity Insights reporters Molly Christian and Alex Blackburne join the show to discuss the differences in approaches between the U.S. and EU. The show also welcomes guests Michael Cerasoli, a portfolio manager of energy infrastructure strategies at Eagle Global Advisors, and Melanie Brusseler, a senior researcher at climate think tank E3G. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Electric vehicle demand is on an upward trend, generating excitement among some investors about the prospects of electric vehicle manufacturers and the miners supplying the materials needed for their batteries. What retail investors lack, however, is direct exposure to minerals prices to avoid risks associated with investing in manufacturers and miners that may be untested or located in geopolitically hazardous areas, EMG Advisors CEO Will McDonough told metals and mining reporter and Energy Evolution correspondent Camellia Moors. McDonough joins Energy Evolution to talk about investment opportunities in energy transition metals, EMG Advisors’ new metals-focused exchange traded fund, and the electric vehicle battery chemistries that will define the future of the energy transition. Please note that in this episode, which was recorded before a company name change, EMG Advisors is referred to as "Charged Funds." Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In December, the U.S. Department of Energy announced that researchers at the Lawrence Livermore National Laboratory achieved nuclear fusion ignition, a major scientific breakthrough and a potentially big step for clean energy.  Joining us to discuss the scientific, commercial and climate implications of this breakthrough are Tammy Ma, a plasma physicist at the Livermore National Lab, and Andrew Holland, CEO of the Fusion Industry Association.  Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Join S&P Global experts from our Commodity Insights and Mobility divisions as they delve into the potential roadblocks facing the electric vehicle market in 2023. From fluctuating lithium prices to the phasing out of government subsidies, learn how these factors may impact EV sales and the battery metals market. Stay ahead of the curve as we navigate the challenges and opportunities of the ever-evolving EV industry. Related price assessments: BATLC04 - Lithium Carbonate CIF North Asia $/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt

The world is clamoring for more nickel to feed the energy transition, particularly for use in electric vehicle batteries. Lifezone Metals aims to not only fill the need for nickel but also to differentiate itself by creating a much less carbon-intensive product. Lifezone CEO Chris Showalter joins Energy Evolution to talk about the prospects for global nickel markets and what his company is doing to clean up nickel's environmental footprint. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode, Energy Evolution hosts chat about the year ahead with S&P Global Market Intelligence's Steve Piper, the director of energy research, and Mark Ferguson, director of research for metals and mining. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The world is increasingly in need of more lithium and other battery metals to meet the growing demand for electric vehicles, but there are doubts that mining can scale up quickly enough. Li-Cycle President, CEO and co-founder Ajay Kochhar joins the podcast to talk about recycling batteries to recover valuable materials inside. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Green ammonia is a leading contender as a hydrogen carrier for the energy transition, providing a ready end market and a means of transporting the product over long distances. S&P Global Commodity Insights energy transition reporter James Burgess talks to hydrogen analyst Matthew Hodgkinson and pricing managing editor Mario Perez to explore ammonia’s energy transition potential and the latest green hydrogen developments in Europe.   Related price assessments: Renewable power-derived ammonia: GADAL04 - EC Canada Renewable derived Ammonia Dlvd into Northwest Europe GADAF04 - Middle East Renewable derived Ammonia Dlvd into Northwest Europe GADAJ04 - US Gulf Coast Renewable derived Ammonia Dlvd into Northwest Europe Carbon-neutral H2: HYNWA00 - Carbon Neutral Hydrogen Ex Works North West Europe HYMEA00 - Carbon Neutral Hydrogen Ex Works Middle East HYAUC00 - Carbon Neutral Hydrogen Ex Works Australia HYUSA00 - Carbon Neutral Hydrogen Ex Works US Gulf Coast

In this episode, S&P Global Commodity Insights reporter Karin Rives joins to share her interview with ZeroSix CEO Martijn Dekker. ZeroSix is a Houston-based venture focused on closing oil and gas wells and creating carbon offset credits for associated emissions that are avoided. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!