Energy Evolution

Artificial intelligence has captured the interest of the world in recent months, particularly as advances in generative AI continue to push the envelope. In this episode of the Energy Evolution podcast, Hussein Shel, director, chief technologist for energy and utilities at Amazon Web Services, discusses the $100 million Generative AI Innovation Center launched by AWS. The program aims to help enterprises develop and experiment with generative AI. Energy Evolution co-host Taylor Kuykendall asked Shel about using artificial intelligence to optimize energy production. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

In this Energy Evolution episode, we talk about how renewable energy resources played a critical role in supporting Texas' electricity grid during a recent heat wave. Our guests discuss the importance of a mix of renewable energy sources, battery storage, and reforms that will support developers and make it easier to develop renewable energy projects. Our hosts are joined by Katya Ghosh, a business strategist at Kayrros, who used satellite imagery to forecast and monitor the progress of solar capacity additions in Texas. They also talk to Michael Lee, the CEO of Octopus Energy, and Devrim Celal, the CEO of KrakenFlex, about the importance of demand response programs, which incentivize customers to reduce their energy consumption during periods of high demand and high energy prices. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

In this episode of Energy Evolution, we discuss where we will find the metals and minerals necessary for the energy transition. Our guest is Kwasi Ampofo, head of metals and mining at Bloomberg NEF and the lead author of the company's recent Energy Transition Metal Production Scores report.  The report ranks the readiness of global economies to boost the production of minerals such as as lithium, copper, graphite and more. Kwasi explains the report ranks the readiness of 10 countries to boost critical mineral supply based on factors such as sector strategy, political stability, talent, and environmental and social frameworks. BNEF placed Australia, Canada and China on the top of this year’s ranking. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

The European steel industry is at the forefront of developing a market for lower CO2 emission steel. New production processes are being implemented, new products are being offered, but the green steel market is lacking standardization at the same time. Standardization of carbon-accounted products is one of many items on the European Commission’s energy transition to-do list. The next action item is going to be the Carbon Border Adjustment Mechanism (CBAM), which is expected to affect the sources and prices of steel imports. What do we know about the CBAM and how is Europe’s steel industry navigating the uncharted waters of green steel trading? S&P Global Commodity Insights Managing Editor Ferrous Metals EMEA Laura Varriale spoke with Senior Editor Flat Steel Europe Maria Tanatar and Head of Future Energy Outlooks Roman Kramarchuk. Related content: EU Carbon Border Adjustment Mechanism to raise $80B per year by 2040 Europe's decarbonization focus sets region's steel sector in motion Related price symbols: EHRSA00 - Platts European HRC Carbon-Accounted Steel Premium Eur/mt EHRSC00 - Platts Northwest Europe HRC Carbon-Accounted Steel Price Eur/mt We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Residential rooftop solar is booming in popularity as policy incentives, driven by decarbonization goals, encourage homeowners to install panels of their own. But for those who rent their home or live in multifamily dwellings like apartment buildings, installing solar panels and accessing their financial benefits may be more complicated. In this episode, Mel Bergsneider, executive account manager at Allume Energy, and Jan Osenberg, policy adviser at SolarPower Europe, join Energy Evolution to talk about some of the challenges and solutions to expanding solar access in rentals and apartment buildings in the US, Europe, and elsewhere. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

The PJM Interconnection, the nation's largest electricity grid operator, is working to alleviate a logjam of renewable projects waiting to be connected to its system, while also warning in a recent analysis that thermal generation retirements could outpace these new intermittent resource replacements. Darren Sweeney, a senior reporter at S&P Global Commodity Insights, joined Energy Evolution for this episode to share interviews with James Wilson, an economist who has critiqued PJM's energy transition analysis, along with Sierra Club senior attorney Casey Roberts and Todd Snitchler, president and CEO of the Electric Power Supply Association.  Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Amid global efforts to decarbonize, US President Joe Biden's administration has set an ambitious goal to have 50% of all new vehicle sales in the US be electric by the end of this decade. However, making this shift will be heavily reliant on securing supply of battery metals. As countries around the globe are racing to electrify, Latin America, with its rich mineral reserves, is set to play a critical role. In the second episode of this special two-part series, S&P Global news and analytics experts Jared Anderson, Justine Coyne, Adriana Carvalho and Jay Hwang discuss Latin America and the role it can play in the US reaching its decarbonization goals. We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts:  https://www.surveylegend.com/s/4xyz

For major companies with large vehicle fleets, a core tenet of decarbonization efforts can be found in fleet electrification. A host of large corporations including Amazon, UPS, and Walmart have all made EV fleet commitments or signed agreements to purchase electric delivery vehicles. Patrick Sullivan, co-founder and CEO of EV Realty, a California-based company focused on accelerating the adoption of commercial EV fleets and building out their charging infrastructure, joined Energy Evolution to talk about fleet electrification and the challenges of constructing a charging network to support it. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz To read more about the California Public Utilities Commission report on distribution grid constraints and utility upgrade costs through 2035, click: https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M508/K423/508423247.PDF To read the California Energy Commission’s assessment of EV charging infrastructure requirements in the state, click: https://www.energy.ca.gov/data-reports/reports/electric-vehicle-charging-infrastructure-assessment-ab-2127

Amid global efforts to decarbonize, US President Joe Biden’s administration has set an ambitious goal to have 50% of all new vehicle sales in the US be electric by the end of this decade. However, making this shift will be heavily reliant on securing supply of battery metals. As countries around the globe are racing to electrify, Latin America, with its rich mineral reserves, is set to play a critical role. In the first episode of this special two-part series, S&P Global news and analytics experts Jared Anderson, Justine Coyne, Adriana Carvalho and Jay Hwang discuss the state of lithium and battery metals supply and pricing, power pricing impacts, and the outlook for the US reaching its goals.  We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

In this episode of Energy Evolution, co-host Taylor Kuykendall talks with Alfred Johnson, co-founder and CEO of Crux, about funding energy transition projects. Johnson, the former deputy chief of staff to U.S. Treasury Secretary Janet Yellen, discusses the Inflation Reduction Act, which makes tax credits available to companies producing clean power and materials, and how Crux provides an ecosystem for developers, tax credit buyers, and financial institutions to manage and transact these transferable tax credits. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz