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Energy Evolution

Latest episodes

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Jul 21, 2021 • 21min

In ESG era, shale gas drillers try going green

Natural gas producers are partnering with data companies to reduce emissions amid growing pressure to decarbonize supplies.   This episode features interviews with Chris Romer, the co-founder and CEO of Project Canary, and Andrew Baxter, the Environmental Defense Fund's director of energy strategy. The team also spoke with Andrew Logan, senior director for oil and gas at nonprofit investor network Ceres. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Jul 13, 2021 • 23min

All Systems GO: How Guarantees of Origin are helping underpin Europe’s renewable expansion program

Total renewables penetration targets in Europe require a "common currency" which provides a reliable price signal against which the cost of different technologies and renewable paths can be assessed. Guarantees of Origin certificates could become this common currency, incentivising the use of renewable sources as part of corporate fuel mix disclosures, and promoting a net-zero culture. In this Platts Future Energy Podcast episode, Glenn Rickson, Head of European Power Analytics, is joined by Energy Transition experts in the Platts Pricing team to discuss the scope of the Guarantees of Origin markets.
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Jul 8, 2021 • 21min

Electrification and biofuels: Combination, not disruption, is the path to decarbonize transportation

Electric vehicles have been trending as the primary choice to decarbonize the transportation sector worldwide. Although some could expect the EV revolution to disrupt all current technologies, existing biofuels can keep playing a key role where they are available. In this podcast, Brazil is discussed as an example of where transitioning to EVs is not as urgent as in other countries since the wide adoption of ethanol is already yielding significant reductions in emissions at a competitive cost.
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Jul 2, 2021 • 23min

Helping communities impacted by the energy transition

The move from fossil fuels to cleaner energy sources can have a big impact on the communities that once depended on those industries. Our guest for this episode is Brian Anderson, director of the National Energy Technology Laboratory. He was recently tasked with leading the Biden administration's Interagency Working Group on Coal and Power Plant Communities and Economic Revitalization. In this role, he aims to identify and ameliorate the economic and social problems encountered by communities reliant on fossil fuel extraction, as those fuels account for a smaller proportion of energy production. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Jun 22, 2021 • 17min

Natural gas in the energy transition era

Today we are looking at how the energy transition to lower emissions and cleaner fuels will affect natural gas. Editors from S&P Global Platts and Market Intelligence discuss the findings of their recent series of stories looking the natural gas sector in the era of Energy Transition. From the burner tip back to the wellhead, natural gas interests will find that changes ahead bring risk and opportunity.
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Jun 16, 2021 • 20min

Voluntary Carbon Credits: what they are, why they matter

Voluntary carbon markets have seen significant growth in recent years and are expected to surge in the years ahead. But they have traditionally been seen as opaque, complex and niche. That is rapidly changing as a large range of companies start to engage with them. In the latest Platts Future Energy podcast, Jonty Rushforth is joined by Paula Vanlaningham and Jeff Berman to discuss the ‘beauty’ of carbon credit markets.
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Jun 15, 2021 • 35min

Utilities eager to charge a growing US electric vehicle fleet

U.S. utilities are responding to growing demand for electric vehicles by forming new coalitions to build charging infrastructure for their consumers. Energy Evolution spoke with two leaders in the utility space to better understand the trend. This episode features interviews with Badar Khan, the U.S. President of National Grid and Matthew Forck, the vice president of community economic development and energy solutions for Ameren Missouri. The team also spoke with Kara Kockelman, a professor of transportation engineering at the University of Texas Austin and Amanda O’Toole, a specialist in clean economy investing and portfolio manager for AXA Investment Managers. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!
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Jun 2, 2021 • 27min

Evolving electric vehicle trends cause lithium prices to diverge and defy expectations

Evolving choices around EV battery composition have altered price dynamics in the lithium market, with the two main forms, hydroxide and carbonate, now moving independently to each other, reflecting different use cases and trading patterns. LFP was considered by many industry participants to be a lower priority in the upcoming EV boom. This started to change with the gradual removal of Chinese EV subsidies, which lowered the incentives for local automakers to target only long-range EVs and increased the pressure to reduce costs. Moreover, improvements on the pack design, through the cell-to-pack approach, allowed a bigger portion of the battery pack to be filled with cells which significantly increased energy density. In the latest S&P Global Platts Future Energy Podcast, Platts Pricing Director of Metals Scott Yarham speaks to Tianqi Lithium’s Sales Director Ron Mitchell and Platts Pricing Specialist Henrique Ribeiro to unpack these new trading patterns and what is emerging in the market.
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May 11, 2021 • 32min

China's climate conundrum: Carbon neutrality 2060 and its implications for fossil fuels

China has laid out some lofty goals for its climate action. In September 2020, it pledged that it would peak its carbon dioxide emissions before 2030 and hit carbon neutrality before 2060. This was followed in December 2020 by an announcement to enhance its nationally determined contributions under the Paris Agreement for 2030, including increasing the share of non-fossil fuels in primary energy consumption to around 25%. Earlier this year, it issued rules for its emissions trading scheme for the power sector and carbon trading is expected to begin in late 2021.   How realistic are these goals? How can China's climate policy align with its economic and social goals? And what is the role for fossil fuels in a carbon neutral China?   These questions are more are addressed on this episode of Future Energy Podcasts, with S&P Global Platts Editorial Team Lead for LNG and Energy Transition Eric Yep, Platts Analytics Lead for Global Coal Matthew Boyle, Platts Senior Writer Oceana Zhou, and Dr. Philip Andrews-Speed, senior principal fellow at the National University of Singapore's Energy Studies Institute   Dr. Andrews-Speed has 38 years of experience in the field of energy and resources, and his current research focuses on the low carbon energy transition in China and Southeast Asia as well as on the governance of nuclear energy. He is the author of the book China As A Global Clean Energy Champion, which looks at the institutions of governance that are shaping the trajectory of China's low carbon energy transition.   Get access to the Annual Guidebook mentioned on this podcast: Platts Future Energy Outlooks
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May 11, 2021 • 36min

Booming electric vehicle demand spurs on mining, metals sector

Electric vehicle demand is expected to skyrocket worldwide and that could require a lot more minerals than currently being supplied today for the necessary batteries. S&P Global Market Intelligence expects sales of passenger plug-in electric vehicles to increase from just over three million units in 2020 to over 11 million units by 2025. Meanwhile, the International Energy Agency recently suggested that government action will be needed to ensure adequate supplies exist of nickel, cobalt and rare earth elements given the "looming mismatch" between expected demand and planned investments in supply. This episode features interviews with Nikit Abyankar, a scientist at the Lawrence Berkeley National Laboratory and David Wooley the executive director of the Center for Environmental Public Policy at the University of California, Berkeley. The team also spoke with S&P Global Market Intelligence metals analysts Jason Sappor and Alice Yu, and Payal Sampat, the mining program director at Earthworks. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

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