Energy Evolution

Edurne Zoco, an analyst at S&P Global Commodity Insights specializing in solar supply chains, joins Michael Parr, Executive Director of the Ultra Low Carbon Solar Alliance. They discuss the anticipated trade tariffs and their impact on U.S. solar manufacturing. Zoco reveals how module prices in the U.S. are significantly higher than in China and Europe, while Parr offers insights on policy changes affecting market dynamics. They also explore the implications of the Inflation Reduction Act and the competitive edge needed to bolster U.S. solar against Chinese dominance.

Anna Mosby, leading global environmental policy at S&P Global, discusses the shifts in energy policies under Trump's new presidency. Jonathan Elkind from Columbia University highlights the implications of the U.S. exiting the Paris Agreement and its impact on global climate goals. Meanwhile, Andy Marsh, CEO of Plug Power, shares insights on the green hydrogen sector and his optimism for its future despite regulatory uncertainties. They delve into how these policies may reshape the U.S. energy landscape and affect renewable energy initiatives.

Ahead of Germany's general election on Feb. 23, Energy Evolution looks at the energy implications for Europe's largest economy. With the center-right Christian Democrats leading in the polls, correspondent Camilla Naschert lays out the party's energy plans and discusses the main priorities for Germany's energy system with expert guests.  Guests on the episode are Christoph Maurer, managing director at advisory firm Consentec; Daniel Muir, senior power and renewables analyst at S&P Global Commodity Insights; and Christian Schnibbe, communications chief at wind developer WPD. The episode is hosted by Eklavya Gupte. Energy Evolution is merging with Platts Future Energy, and episodes are now published on Tuesdays. 

Ahead of Germany's general election on Feb. 23, Energy Evolution looks at the energy implications for Europe's largest economy. With the center-right Christian Democrats leading in the polls, correspondent Camilla Naschert lays out the party's energy plans and discusses the main priorities for Germany's energy system with expert guests.  Guests on the episode are Christoph Maurer, managing director at advisory firm Consentec; Daniel Muir, senior power and renewables analyst at S&P Global Commodity Insights; and Christian Schnibbe, communications chief at wind developer WPD. The episode is hosted by Eklavya Gupte. Energy Evolution is merging with Platts Future Energy, and episodes are now published on Tuesdays. 

Platts Future Energy is merging with Energy Evolution, and in this inaugural episode of the new series, hosts Taylor Kuykendall and Eklavya Gupte set the stage for 2025, which looks to be another pivotal year for the energy landscape.  We highlight key topics such as advances in renewable technologies, the critical role of hydrogen in decarbonization, and the evolving policies that will shape global energy markets. We delve into the implications of Donald Trump's return to the presidency, including how policy shifts could affect global climate talks and emission regulations. Importantly, these changes are coming against a backdrop of geopolitical tensions and the ongoing energy transition. We also preview future episodes on the intersection of energy, technology, policy, and market trends, including the rising influence of artificial intelligence and its environmental implications.  The new Energy Evolution will publish on Tuesdays. 

As 2025 approaches, renewable technologies and hydrogen's role in decarbonization take center stage. The return of a former president may shift climate policies, impacting global talks and regulations. AI's growing influence raises concerns about increased electricity demand amidst geopolitical tensions. Key themes also spotlight electric vehicles, sustainable aviation fuel, and innovative carbon removal technologies, while addressing energy justice across regions. The landscape is evolving rapidly, making the next couple of years critical for the energy transition.

Mason Lester, a research analyst from S&P Global, and James Walker, CEO of Nano Nuclear, dive into the revitalization of nuclear energy. They discuss how major tech companies, including Microsoft and Google, are now investing in nuclear to meet rising energy demands. The conversation highlights the role of small modular reactors in transforming the nuclear landscape and enhancing sustainability. They also touch on the challenges of reviving older reactors and the innovative synergy between nuclear energy and vertical farming for future self-sufficiency.

As 2025 kicks off, Energy Evolution and Platts Future Energy are joining forces to bring you the best in energy transition news, analysis, trends, interviews, and our expert insights. Starting January 21, the Platts Future Energy channel will host our merged energy transition podcast, Energy Evolution by Commodity Insights, so follow along there with hosts Taylor Kuykendall and Eklavya Gupte.  Platts Future Energy on Spotify Platts Future Energy on Apple Podcasts

With ample renewable resources, several African markets are tipped as key suppliers of green hydrogen for European industry. In this episode of Energy Evolution, hydrogen analyst Oghosa Erhahon and clean energy investor Kevin Anderson lay out which regions have the biggest potential, which constraints need to be tackled and how to ensure investments benefit local stakeholders. Beyond the export potential, markets in Africa may also develop significant local off-take for green hydrogen and its derivatives, the experts tell correspondent Camilla Naschert.  Subscribe to Energy Evolution to stay current on the energy transition and its implications.

In the latest All Things Aviation episode on the Platts Future Energy Podcast, Sarah Abu Bakar speaks with feedstock analysts Rob Hatchett and Wes Petkau along with biofuel research associate director Ji Yang Lum. The discussion highlights the implications of global biofuel policy uncertainty and the potential impacts that trade tariffs pose on feedstock flows, further complicating an already uncertain and fragmented market. The group takes a regional approach to briefly outline the current layout of key factors influencing SAF policy support. Links: Tallow Dlvd Chicago cts/lb ATALA00 UCO Dlvd Houston cts/lb UDSAG00 UCO Dlvd San Francisco cts/lb UDSAF00