Energy Evolution

For the first time in over a decade, battery pack costs started to increase —even in the low cost segment. Battery packs are the main cost component in an electric vehicle (EV), meaning that this uptrend should either squeeze manufacturers’ margins or lead to higher EV price tags. Henrique Ribeiro (S&P Global Platts) and Alice Yu (S&P Global Market Intelligence) discuss how surging battery metals prices, particularly lithium, are playing a key role in the recent battery market developments. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Seven guests from across a wide swath of energy organizations join Energy Evolution to talk about the issues likely to affect the transition to cleaner energy in 2022. Guests are Sheila Hollis of the U.S. Energy Association; John DiStasio of the Large Public Power Council; Julia Hamm of the Smart Electric Power Alliance; Maria Korsnick, of the Nuclear Energy Institute; Arshad Mansoor of the Electric Power Research Institute; Jim Matheson of the National Rural Electric Cooperative Association and Greg Wetstone from the American Council on Renewable Energy. 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!

National Grid USA President Badar Khan said he is optimistic about global climate action in 2022, but also outlined several challenges ahead in a recent interview for the latest episode of S&P Global Market Intelligence's Energy Evolution podcast. 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!

From hydrogen and wind power to COP26 and severe weather events that tested the grid, 2021 was a year of major advancements and challenges for the energy transition. 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!  

The growth in renewable generation is the central plank in meeting Europe’s 2050 carbon net-zero targets, but as more wind and solar assets come on line and as more are exposed to merchant prices, the price cannibalization risk for these assets increases. In the latest episode of the Platts Future Energy podcast, our experts take a closer look at both Platts Historical Renewable Capture price index and Platts Analytics’ new European wind and solar capture price forecasts. They discuss how these innovations will track the level of price cannibalization as it evolves in Europe’s largest power markets and what the outlook is for the relative profitability of merchant renewables in the coming years. S&P Global Platts Renewable Capture Price indices provide the market with an independent and transparent view on how merchant renewable revenues are changing through time as the energy transition accelerates and wind and solar plants make up a greater share of the generation mix.

In addition to powering electric vehicles, batteries will play an essential role in the energy transition story by optimizing intermittent clean energy sources such as wind and solar. But what happens to batteries in their end-of-life? Although it can still be optimized, battery recycling technology already exists; but despite its potential to alleviate battery metals’ tightness in the future, can it really replace lithium, cobalt and nickel mining?

As world leaders gathered for global climate talks in Glasgow, former U.S. Department of Energy Secretary Ernest Moniz joined Market Intelligence Live for an online video chat about climate solutions and decarbonization innovation. This episode features the audio recording of the discussion between Moniz and Energy Evolution co-host Taylor Kuykendall. 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!

Hydrogen has received extraordinary policy support over the past year, with nations worldwide racing to publish national hydrogen strategies. These roadmaps provide a decade-long pathway to developing wide-scale utilization of low-carbon hydrogen as a means to achieving deep decarbonization in otherwise problematic sectors. In this episode of the S&P Global Platts Future Energy podcast, our experts discuss the hurdles hydrogen still faces on the path towards a future fuel.

World leaders are gathering for global climate talks in Glasgow. For this episode, we talked to several climate experts from the U.S. and abroad who are familiar with past negotiations including Kelly Sims Gallagher, Carol Browner, Helen Mountford, Rachel Kyte, Thom Woodroofe, and Amal-Lee Amin. 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!

Recycled plastics has become a hot topic recently with soaring demand driven by legislation, corporate commitments and increasing consumer awareness across the globe. There are raising questions on how the current recycling mechanisms could cope with such rapid-changing market dynamics to drive the sustainable growth of recycled plastics industry. Which option is better – mechanically or chemically recycled plastics? In the latest Platts Future Energy podcast, our experts take a closer look at both plastics recycling mechanisms, how they work, and what what role they play in the industry at large.