Energy Evolution

Having ramped down imports of Russian gas at the start of the Russia-Ukraine war, the European Union may need to answer industry calls for higher imports if peace or a ceasefire are achieved. But will politicians be comfortable with this, and what about the damaged Nord Stream pipelines? And how does the US approach the topic, having become a major LNG supplier to Europe in the past few years? Laurent Ruseckas, executive director for gas at S&P Global Commodity Insights, shares his analysis with host Eklavya Gupte and correspondent Camilla Naschert. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

In this discussion, guest Camilla Naschert, a podcast correspondent, delves into the EU’s Clean Industrial Deal and its attempts to boost the clean tech sector amidst aggressive global competition. She analyzes the €100 billion investment aimed at avoiding deindustrialization. Ben McWilliams from think tank Bruegel highlights the dynamics of clean tech trade, addressing the challenges posed by Chinese imports while emphasizing the need for stronger domestic manufacturing. They compare Europe's strategies to the U.S., highlighting crucial investment differences in clean technology.

In this episode of Energy Evolution, host Taylor Kuykendall chats with Ernest Moniz, founder and CEO of the EFI Foundation and the former US Department of Energy Secretary during the Obama administration. We'll also talk to Vast Energy CEO Craig Wood and Plug Power Chief Strategy Officer Sanjay Shrestha.   The discussions, held on the sidelines of the CERAWeek by S&P Global conference, focus on innovations in energy technology, particularly the role the Department of Energy plays in early investment and how it might change under President Donald Trump. Vast Energy and Plug Power are both companies that have partnered with the DOE in the past, and both remain optimistic about the future. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

In this episode of Energy Evolution, host Taylor Kuykendall engages with more industry leaders at CERAWeek, including Maria Pope, CEO of Portland General Electric; John Pettigrew, CEO of National Grid; and Rebecca Kujawa, CEO of NextEra Energy.  The discussion revolves around the rapid growth of datacenters and the evolving energy landscape. Pope highlights the significant role of semiconductor manufacturing and AI in shaping energy consumption patterns. Pettigrew discusses National Grid's ambitious $75 billion capital investment plan, focusing on enhancing network reliability and capacity to accommodate increasing energy demands. Kujawa underscores the importance of renewable energy and storage solutions in meeting new load growth driven not only by AI but also by reshoring manufacturing capabilities in the US. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

Emilie Bodoin, founder and CEO of Pure Lithium, sheds light on the future of lithium metal batteries. She discusses innovative extraction methods that minimize environmental impact while increasing efficiency. The conversation dives into the U.S. lithium supply chain, highlighting the importance of local resources and investment strategies. Challenges in scaling battery technology are tackled, alongside the implications of a growing electric vehicle market. Bodoin offers an optimistic outlook for the industry's evolution by 2025.

In this episode of Energy Evolution, host Taylor Kuykendall sits down with Hannah Hauman, head of carbon trading with multinational commodities company Trafigura, to learn more about the world of carbon markets.  After a brief overview of carbon markets, listeners will learn more about the impacts of geopolitical changes, artificial intelligence and more shaping carbon trading. Hauman emphasized the importance and complexities of carbon accounting and the need to recognize that carbon markets are a vital part of business strategy and not merely a philanthropic endeavor.  Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

As CERAWeek by S&P Global wraps up, Taylor Kuykendall sits down with Commodity Insights co-president Dave Ernsberger, LNG news reporter Corey Paul and power news reporter Kassia Micek to tease out the interesting themes and moments from the conference.  With the AI race front and center at CERAWeek, some of the biggest conversations revolved around powering datacenters, and with a new Trump administration looming large as the backdrop, the spotlight shifted from decarbonization and clean tech in past years to a new emphasis on investment and production, with a constant eye toward energy policy and geopolitics. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

Grid planning and capacity optimization in the US have much room for improvement, for instance through new AI capabilities, Arshad Mansoor, president and CEO of the Electric Power Research Institute (EPRI), says on the sidelines of the CERAWeek by S&P Global conference. Increased flexibility could stave off the potential of rising power bills for general consumers in light of the country's rapid load growth, he tells Energy Evolution host Taylor Kuykendall. While the US is blessed with abundant gas as well as renewables potential, much remains to be done on the accompanying grid expansion, Hunter Armistead, CEO of Pattern Energy, tells Taylor in this episode from CERAWeek. Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the duration of CERAWeek, featuring guests attending the conference. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

“One difficulty may be the wind side,” says Rich Voorberg, president of the North America hub of energy equipment provider Siemens Energy, on the sidelines of the CERAWeek conference in Houston. Meanwhile, the gas turbine and grids divisions are struggling to keep pace with surging demand, Voorberg tells Energy Evolution host Taylor Kuykendall. When it comes to the impact of tariffs, Siemens Energy and its competitors sit in the same boat, with limited relative competitive impact, Voorberg notes. Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the duration of CERAWeek, featuring guests attending the conference. Energy Evolution has merged with Platts Future Energy, and episodes now regularly publish on Tuesdays.

In the bustling world of energy, power demand is surging, particularly due to data centers. FERC chairman Mark Christie highlights the urgent need for more dispatchable power to ensure grid reliability. With the retirement of traditional energy sources like coal, the grid faces significant challenges. The conversation also touches on necessary upgrades to transmission systems and the importance of balancing electricity supply with consumer protection amid evolving market structures. CERAWeek emerges as a vital platform for discussing these pressing issues.