Energy Evolution

S&P Global Commodity Insights
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Oct 15, 2019 • 22min

Interview with Formula E Team Principal Mark Preston

In this month’s Battery Metals podcast, regional manager Marcel Goldenberg talks to Mark Preston, Team Principal of the Techeetah Formula E racing team, about battery technology and innovation in the world of electric vehicle racing and its possible applications to the everyday use of EVs, as...
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Sep 21, 2019 • 11min

Rising nickel prices, Indonesia's planned export ban on unprocessed ore, pose global challenges

Nickel prices have been strong since mid-July, aided by Indonesia's plan to move forward on its ban of unprocessed ore exports beginning in 2020, as well as global supply issues. Three-month nickel prices reached a year-to-date high in September. S&P Global Platts editors Marcel Goldenberg,...
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Sep 19, 2019 • 27min

Energy futurist sees major obstacles for renewables in next 30 years

Population growth and mineral resource scarcity will hamper the global energy sector's transition from hydrocarbons to renewables even as activist investors push many oil and gas companies to pivot toward more sustainable electricity sources, financial forecaster and futurist Jason Schenker says in the inaugural episode of Energy Evolution, a new S&P Global Market Intelligence podcast. Schenker is the Chairman of The Futurist Institute and the President of Prestige Economics. He has also authored several books on disruptive emerging technologies, including "The Future of Energy". Subscribe to Energy Evolution on Soundcloud to catch upcoming episodes! (Photo: AP)
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Aug 30, 2019 • 15min

Lithium producers seek direction amid changing scenarios

Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways. The bearish price trend triggered different strategies among some of the major worldwide producers, but which of them is more likely to succeed? And how...
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Jul 31, 2019 • 6min

What does H2 hold for Chinese battery metals prices?

S&P Global Platts Battery Metals Podcast brings its focus back to China, the world's largest producer of new energy vehicles and the largest consumer of battery raw materials. In this episode, Platts commodity associate Melvin Goh and metals associate editor Joyce Zhang examine the impact of...
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Jun 12, 2019 • 12min

The battery of the future: Seeking higher energy density

Lithium-ion battery manufacturers are in a quest to develop new, more efficient cathodes -- such as NCM 811—featuring higher energy density which allows electric vehicles to drive for longer distances. In addition to the cathode, there are several other areas of study being researched...
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Mar 22, 2019 • 10min

What's in store for China's new energy vehicles?

China plays a crucial role in the global electric vehicles industry. It consumes more than half of the world's battery raw materials. In this podcast, editor Joyce Zhang and analyst Lucy Tang take a look at the rapid growth of new energy vehicles in China as well as the demand and supply of metals...
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Feb 14, 2019 • 11min

Developments in battery metal raw materials; nickel and cobalt supply outlooks

S&P Global Platts global market and methodology specialist Marcel Goldenberg, battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and cobalt supply. High anticipated demand has seen the 'much...
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Dec 3, 2018 • 8min

The state of cobalt supply and the potential impact on battery metal raw materials

S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019. Glencore’s recent announcement...
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Sep 21, 2018 • 12min

Electric vehicle chargers: CHAdeMO, CCS, TESLA and GB/T

S&P Global Platts Battery Metals podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. Platts looks at chargers for electric vehicles and the East vs West battle about which technology will become...

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