Energy Evolution

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. While the event has become increasingly focused on the energy transition, one commodity trading house says the good times for fossil fuels are far from over. Demand for oil and gas, as well as key metals such as copper, is set to grow across most global markets, Trafigura chief economist Saad Rahim tells Taylor Kuykendall on the sidelines of the event. Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Experts analyze the reasons behind the European carbon market price slump, including economic uncertainty and lower gas prices. They discuss the impact on short- and long-term climate and energy policies, along with insights into EU ETS prices and emissions reduction goals.

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Our first conversation from the 'Super Bowl of energy' is with Arshad Mansoor, president of the Electric Power Research Institute. With AI changing the energy landscape at lightning speed, grid flexibility is increasingly indispensable, Mansoor tells podcast co-host Taylor Kuykendall. Given that, innovation and deployment of small modular reactors and hydrogen cannot come fast enough, Mansoor says. Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Energy Evolution podcast co-host Taylor Kuykendall interviews researchers behind S&P Global Commodity Insights' Top Ten Cleantech Trends in 2024 for insight into what might be at the front of mind as energy leaders from around the world converge in Houston for CERAWeek 2024. This show's guests are Cormac Gilligan, an associate director at S&P Global Commodity Insights who focuses on solar and energy storage research, and D'avack Francesco, principal analyst, global power and renewables, climate & sustainability for S&P Global Commodity Insights. Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

What industries produce the most greenhouse gas emissions, and how are they changing as the energy transition proceeds? What are the major technological and policy solutions to cutting emissions in the iron and steel, chemicals, and cement and concrete sectors? Energy Evolution correspondent Camellia Moors spoke with Jeff Rissman, senior director for industry at Energy Innovation, about his new book on industrial emissions and emissions mitigation strategies, Zero-Carbon Industry: Transformative Technologies and Policies to Achieve Sustainable Prosperity. Subscribe to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

As electric vehicle and clean energy technology demand ramps up, so is interest in sourcing the critical minerals they need from recycled materials. Energy Evolution correspondent Camellia Moors spoke with guests Ahmad Ghahreman, CEO, president and co-founder of rare earths recycler Cyclic Materials, and Julian Proelss, director of business management battery recycling at chemical company BASF, about how these materials are extracted from old equipment and used in new batteries. Subscribe to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Green tech, mining and energy company Fortescue announced in January that it plans to create an advanced manufacturing hub in Detroit, joining a host of companies starting up or expanding EV battery production facilities around the US. What does Fortescue's announcement mean for the Michigan EV battery supply chain, and how is the state working to encourage similar projects? How do investments in US EV battery production stack up against those around the world? Energy Evolution correspondent Camellia Moors spoke with guests Quentin Messer Jr., CEO of the Michigan Economic Development Corporation and President and Chair of the Michigan Strategic Fund, and Nick Nigro, founder of data-driven research and advisory group Atlas Public Policy. Tune in to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

The price of solar photovoltaic modules has declined around 40% in the past year due to high production in China. In this episode of Energy Evolution, we're exploring whether cheaper panels are unlocking the business case to build utility-scale solar in the Nordic region. With much fewer sun hours and ample wind and hydro, these northern European countries are no solar hubs – but this is starting to change. Energy Evolution correspondent Camilla Naschert spoke to Warren Campbell and Peter Tornberg of renewables developers Alight and OX2, as well as Justin FitzHugh of investment bank Arctic Securities, bringing a perspective from a region warming to solar energy. Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

On this episode Energy Evolution podcast interviews Alfred Johnson, CEO and co-founder of Crux, about the shift towards clean energy and the tax credits offered by the Inflation Reduction Act (IRA). The IRA is creating hundreds of billions of dollars in tax credits for companies that deploy renewable energy. Transferable tax credits enable companies to sell those credits and access capital quickly. Crux is a platform for developers, tax credit buyers, and financial institutions to transact and manage transferable tax credits. The company's inaugural market report on the state of clean energy tax credit transactions found that there was between $7 billion and $9 billion in volume of 2023 tax credit transactions. They reported that the transferability of the credits levels the playing field for smaller projects and new technologies. Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, Dan Testa and Taylor Kuykendall speak to Troy Demmer, Co-Founder and Chief Product Officer for Gecko Robotics, and Gilman Callsen, CEO and Founder of Rho Impact, about the use of robots in power plant inspections for sustainability. These robots can identify potential problems in power plants, allowing for preventive maintenance and reducing the reliance on backup generation sources, thus lowering emissions. Rho Impact has reported that robotic inspections combined with decision-making software could eliminate the equivalent of up to 4.8% of annual emissions in the US. Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.