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Platts Future Energy

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Sep 26, 2023 • 19min

American steelmakers lead in clean production amid global decarbonization efforts

Against the backdrop of Europe’s Carbon Border Adjustment Mechanism and a self-imposed deadline for a US Global Arrangement on Sustainable Steel and Aluminum, American steelmakers are stepping up investments in clean energy and working to ensure efforts to produce lower-emissions steel are recognized on the global stage. So how will policymakers view their initiatives, and will end-users be willing to pay more for material with a reduced-CO2 profile?  S&P Global Commodity Insights' Christopher Davis, regional pricing director for metals in the Americas, talks with head of Americas metals news Justine Coyne and low-carbon electricity analyst Danylo Babkov about these topics and more. Related prices: Platts European HR Carbon-Accounted Steel Premium Eur/mt (EHRSA00) Platts Northwest Europe HRC Carbon-Accounted Steel Price Eur/mt (EHRSC00) Platts Ni-Co black mass DDP US $/mt (NBNED00) Related podcasts: How is Europe’s steel industry rising to the challenge of energy transition Decarbonization efforts in India: how ready is the steel industry? How will the EU's Carbon Border Adjustment Mechanism affect global trade and carbon pricing?
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Sep 19, 2023 • 25min

Carbon credits seek to regain credibility amid growing scrutiny

The podcast discusses the decline in credibility of voluntary carbon markets and the initiatives taken to restore trust. It explores the challenges and trends in carbon credit prices, as well as the uncertainties and risks faced by the market. The chapter descriptions provide an overview of the topics covered, including integrity initiatives, challenges in the market, and the need for clarity.
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Sep 12, 2023 • 22min

Unpacking Big Oil’s risky bet on German offshore wind

The hefty premiums paid by BP and TotalEnergies in Germany’s latest offshore wind auction reflect the value these companies place on diversification – but do the economics stack up? Competition for offshore concessions has been fierce, but the sector is also under extreme cost pressure from stressed supply chains and rising inflation. S&P Global Commodity Insights’ news editors Henry Edwardes-Evans, Andreas Franke and Alex Blackburne discuss these issues with S&P Global analyst director colleague Coralie Laurencin. Explore our interactive Renewable Energy Price calculator Related price assessment: WDETF00 - German Offshore Wind Renewable Capture Price Related stories: Germany sells four offshore wind concessions for $14 bil to BP, TotalEnergies Germany awards 1.8 GW offshore wind concessions for Eur784 million Offshore wind industry weighs consequences of 'seismic' German auction
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Aug 29, 2023 • 18min

Renewable natural gas is headed for the moon

The podcast discusses the growing demand for Renewable Natural Gas (RNG) as a lower-carbon alternative to fossil natural gas. It explores the pricing and future growth of RNG, including the challenges of selling landfill gas RNG in the California market. The podcast also highlights the potential of RNG in various sectors, the interest from major oil and gas companies, and its role in achieving decarbonization goals.
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Aug 16, 2023 • 18min

Decarbonization efforts in India: how ready is the steel industry?

India has an ambitious target to double the steel production capacity by 2030 from current levels. While the steel industry gears up for this expansion, concerns of higher carbon emissions loom large amid India lacking a distinct roadmap for decarbonization and its carbon neutrality target set as far ahead as 2070. At the same time, Europe is gearing up to implement the Carbon Border Adjustment Mechanism (CBAM), which is expected to affect the sources and prices of steel imports. How is Indian steel industry going to be impacted by CBAM and how is India faring in its decarbonization journey? S&P Global Commodity Insights Senior Editor covering the Asia ferrous metals market, Rituparna Nath spoke with Rohan Somwanshi, Managing Editor for Asia Metals News, Agamoni Ghosh, Managing Editor of the Global Compliance Carbon markets and Paul Bartholomew, Senior Metals Analyst to discuss. Related content: How is Europe’s steel industry rising to the challenge of energy transition 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 More listening options:  
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Aug 1, 2023 • 21min

How is Europe’s steel industry rising to the challenge of energy transition

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
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Jul 18, 2023 • 13min

Battery metals wanted: The US' race to decarbonize (part 2)

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
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Jul 11, 2023 • 21min

Battery metals wanted: The US' race to decarbonize (part 1)

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
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May 25, 2023 • 23min

PPAs as a key driver to meet Europe's climate targets

Power Purchase Agreements (PPAs) were born out of Europe's desire to wean itself off renewable energy subsidies.  PPAs are now becoming more common across the region as more companies use them as a key risk hedging and decarbonisation tool.  From a very niche industry, PPAs are becoming mainstream, with companies now having entire PPA departments, which would have been unthinkable a few years ago. Henry Edwardes-Evans, Head of Gas and Power News, discusses the fundamentals and potential of the European PPA market with Kira Savcenko, Senior Power Editor, and Diego Ortíz, Principal Research Analyst in the Gas, Power and Climate Solutions team. Related analysis by speaker Diego Ortíz: European PPA market continues to grow in the first quarter of 2023 Related interview with Pexapark: European PPA market could see record deals in 2023 Price assessments: Platts-Pexapark Germany Solar 10 Year Pay-as-Produced PPA Index Platts-Pexapark Germany Onshore Wind 10 Year Pay-as-Produced PPA Index Platts-Pexapark Spain Solar 10 Year Pay-as-Produced PPA Index Platts-Pexapark Spain Onshore Wind 10 Year Pay-as-Produced PPA Index 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
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May 12, 2023 • 24min

Wild West or emerging market? Certified natural gas gains steam in the US

With investors, importers, and the public paying more attention to greenhouse gas emissions from fossil fuel production, US natural gas producers have increasingly turned to third-party certifiers to attest that they are responsible operators. Wyoming gas producer PureWest Energy has been on the forefront of the emerging certified gas market, having certified 100% of its production through Project Canary and as a founding member of the Differentiated Gas Coordinating Council.   PureWest CEO Chris Valdez joins S&P Global Commodity Insights’ Kelsey Hallahan to share his insights on the development of a certified gas market and the state of emissions transparency in the US gas industry. Afterward, SPGCI senior emissions analyst Emmanuel Corral and low carbon pricing analyst Hope Raymond share some key highlights from a new report on this emerging market. Learn more about the market origins of certified gas, the current state of affairs, and where it could go from here with SPGCI’s Producer Certified Gas Special Report. Subscribe to Platts Dimensions Pro

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