Energy Evolution

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!

Despite serving multiple purposes in the energy transition, batteries have their own footprint, and downstream players want to have that addressed. With automakers on the driving seat, ESG requirements over the battery supply chains have been spreading out, despite the lack of standardized guidelines. In this episode of the Platts Future Energy podcast, metals editors Henrique Ribeiro and Leah Chen discuss the main ESG challenges faced by the battery industry and what steps are being taken to mitigate the risks.  Related price assessments: BATLC04 - Lithium Carbonate CIF North Asia $/mt BATCA04 - Lithium Carbonate DDP China Yuan/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt BATHY04 - Lithium Hydroxide DDP China Yuan/mt BATSP03 - Lithium Spodumene 6% FOB Australia $/mt Wkly BATCO04 - Cobalt Sulfate 20.5% CIF North Asia $/mt BATCS04 - Cobalt Sulfate min 20.5% DDP China BATCH04 - Cobalt Hydroxide CIF China $/lb BATNS04 - Nickel Sulfate DDP China Yuan/mt BATMS00 - Manganese Sulfate DDP China Yuan/mt

Europe’s energy economy changed almost overnight when Russia invaded Ukraine, cutting off access to a massive source of cheap, abundant natural gas. Now the EU is scrambling to secure new fuel sources and shield residents from soaring energy costs. Is this the new normal? In this episode, S&P Global Commodity Insights reporters Alex Blackburne and Camilla Naschert discuss these developments as part of their four-part series on the European energy crisis. 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!

New York's climate goals are among the most aggressive in the U.S., creating a vast need for equipment and materials to supply the clean energy transition. Can the state's manufacturing sector meet the moment? Joining us for this episode are John Williams of the New York State Energy Research and Development Authority, Clint Wilder of Clean Edge, Whitney Skeans of National Grid, Marnie LaVigne of Launch New York, and John Cerveny of the New York Battery and Energy Storage Technology Consortium. 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!

Gulf countries attending the ADIPEC conference in October made it clear that oil and gas will be needed for decades to come, and the region has the least carbon-intensive barrels to fuel a global economy seeking to lower its emissions. How does this play against the United Nations’ assertion that new hydrocarbon investments are incompatible with credible net-zero targets? S&P Global Commodity Insights news editors Dania El Saadi and Henry Edwardes-Evans compare notes. Click here to explore Platts Dimensions Pro Click here to interact with our Hydrogen Price Wall

Climate change and the global energy crisis are making nuclear power attractive again to countries and utilities that were once eager to reduce or eliminate reactors. But whether the uranium mining sector sees sufficient price signals to expand production remains to be seen. And many cost and execution issues facing new nuclear construction are not resolved.  In this episode, S&P Global Commodity Insights reporters Abbie Bennett, Camellia Moors and Kip Keen discuss these developments as part of their 3-part series on nuclear power.  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!

Plug Power, one of the leading green hydrogen companies in the US, has put a lot of investment and attention in the European green hydrogen market over the years. But its attention is now expected to shift back to the US side of its business following the passage of the Inflation Reduction Act and its generous hydrogen tax credits. There’s broad consensus that the IRA makes US green hydrogen far more competitive than before, but can it now outcompete EU hydrogen? Plug Power CEO Andy Marsh joins S&P Global Commodity Insights reporter Brandon Mulder to share his insights on the IRA and what it means for the US market. Then SPGCI hydrogen analyst Brian Murphy and pricing reporter Santiago Canel share their thoughts about the US’s green hydrogen export potential. Learn more about regional differences in hydrogen prices around the world with SPGCI's Hydrogen Price Wall, and analysis of global hydrogen news and developments with the quarterly Hydrogen Market Monitor on Platts Dimensions Pro.