Neil Chatterjee, former chairman of the FERC and now at Palmetto, discusses the intersection of AI and the U.S. energy grid, focusing on sustainable strategies. Bruno Brunetti from S&P Global highlights the surging electricity demands from generative AI and data centers, while Jonathan Schroth explores the complexities of data center infrastructure. They also delve into regulatory challenges, particularly Ireland's stance, and the need for collaboration to ensure reliable and sustainable energy as AI technologies evolve.

On this week’s episode of Energy Evolution, we lay out why grid equipment has become a bottleneck in the deployment of renewables, and why it takes time to ramp up manufacturing.  Andreas Schierenbeck, CEO of equipment provider Hitachi Energy, shares industry perspectives on investment trends and the operational realities of scaling up industrial manufacturing of transformers, while S&P Global Commodity Insights analyst Cormac Gilligan explains why demand for grid infrastructure has outpaced supply.  Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays. Links: Register for CERAWeek

With new tariffs anticipated and a domestic manufacturing sector just ramping up, US solar manufacturers are facing trade headwinds as well as opportunities.  Meanwhile, prices for modules in the US are substantially higher than in China and Europe. S&P Global Commodity Insights analysts Joe Steveni and Edurne Zoco lay out what to watch in the US solar supply chains and discuss the future of the Inflation Reduction Act and trade restrictions. Price reporter Karen Rivera describes what makes US panels so much more expensive, and Michael Parr of the Ultra Low Carbon Solar Alliance gives an industry perspective on the market dynamics. Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays. 

Anna Mosby, head of environmental policy at S&P Global, Jonathan Elkind from Columbia University, and Andy Marsh, CEO of Plug Power, dive into the shifting U.S. energy landscape under Trump’s administration. They discuss the rollback of climate policies, the impact on fossil fuel initiatives, and the potential effects on global energy markets. Marsh shares insights on Plug Power's green hydrogen advancements amid regulatory uncertainty. The group emphasizes the implications of a national energy emergency and how these changes could reshape the future of clean energy.

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. 

Energy Evolution is merging with Platts Future Energy, 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. 

Discover the pivotal changes anticipated in the energy landscape for 2025. The discussion revolves around advancements in renewable technologies and the essential role of hydrogen in decarbonization. Analyze how Donald Trump's potential return impacts U.S. energy policy and global climate talks. Explore the rise of artificial intelligence and its effects on energy consumption and investment trends. With geopolitical tensions in play, the conversation highlights the intricate connections between technology, climate, and energy.

In this episode of S&P Global Commodity Insights' Energy Evolution, co-host Taylor Kuykendall dives into the future of nuclear energy. With rising global energy demands and an urgent need for sustainable solutions, nuclear power is once again at the forefront of energy discussions. Listen in to hear about the challenges and opportunities that nuclear energy presents, including advancements in technology and changing public perceptions. Experts also discuss the recent surge in interest from tech giants like Microsoft, Google, and Amazon, who signed power purchase agreements for over 3 GW of nuclear capacity to meet the energy needs of their data centers. This week's guests include Mason Lester, a research analyst from S&P Global Commodity Insights, who shares insights on market trends; James Walker, CEO of Nano Nuclear, who is pioneering small modular reactor technology; and Brandon Oyer from Amazon Web Services, discussing how tech companies are integrating nuclear energy into their sustainability strategies. Subscribe to Energy Evolution to stay current on the energy transition and its implications.

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