

Energy Evolution
S&P Global Commodity Insights
Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Eklavya Gupte speak with policymakers, industry professionals and SPGCI in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast has merged with the Platts Future Energy podcast as of January 2025.
Episodes
Mentioned books

Jun 3, 2022 • 19min
'TiVoing electricity': How Wärtsilä is solving renewable energy's biggest problem
Energy storage is a crucial piece of technology for advancing the energy transition. Andrew Tang, vice president of energy storage and optimization with Wärtsilä, joins Energy Evolution to talk about how batteries can overcome intermittency — the "Achilles heel" of renewable energy sources. 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!

May 31, 2022 • 21min
US ethanol industry eyes CCS to boost long-term demand
US ethanol industry is eyeing carbon capture and sequestration projects to boost long-term demand. Producers are exploring lower carbon intensities in markets with low carbon fuel standards and sustainable aviation fuel. The voluntary carbon credit market for tech-based capture could attract interest. Listen to the podcast for insights on evolving CCS interest in US ethanol.

May 24, 2022 • 17min
How has China's 'zero-COVID' strategy impacted battery supply chains?
China's "zero-COVID" strategy saw the country entering multiple provincial lockdowns. While this has hit electric vehicle production, the impact on battery materials production has been limited. Prices of battery metals, especially lithium, have fallen for the first time in 18 months. What implications do such events have on an already stressed supply chain, EV production costs and overall EV adoption? S&P Global Commodity Insights' Henrique Ribeiro discusses these issues with pricing specialist Leah Chen and analyst Lucy Tang. Related feature: COVID-19 outbreak in China dents battery metals demand

May 20, 2022 • 28min
Examining the energy implications of Russia's war on Ukraine
Russia's invasion of Ukraine has major consequences for the energy transition in Europe, from cutting reliance on Russian gas to accelerating renewable deployment to extending the lives of coal and nuclear plants. Joining us to discuss these issues are Kristian Ruby, secretary general of Eurelectric, the trade group for European utilities; Roman Kramarchuk, head of future energy analytics at S&P Global Commodity Insights; and Florian Widdel of BEE, the German renewable energy federation. 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!

May 17, 2022 • 22min
How Putin's war in Ukraine is accelerating hydrogen in Europe
When Putin invaded Ukraine in February, the industry wondered whether it would set back Europe's ambition to develop a low-carbon hydrogen market. Already, we have seen quite the opposite. The EU, member states and other countries are doubling down on clean energy commitments, with hydrogen at their heart. S&P Global Commodity Insights' James Burgess discusses recent developments with pricing specialist Jeff McDonald and analyst Matthew Hodgkinson. Learn more about our Hydrogen Markets Europe Conference in Amsterdam this September on: https://plattsinfo.spglobal.com/HydrogenMarketsEurope2022.html Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

May 3, 2022 • 13min
Understanding methane one commodity at a time
Discussing the unique challenges posed by methane emissions in natural gas production, including the utilization of satellite data for measuring methane intensity and the pricing transparency in the Methane Performance Certificate market. Exploring the complexities in tracking and monitoring methane emissions, analyzing methane emissions in US oil and gas basins, and the significance of real-time monitoring and estimating methane intensity in the fight against climate change.

Apr 25, 2022 • 12min
The consumer side of the energy transition
In this episode, Taylor talks with Aaron Berndt, head of energy industry partnerships at Google, who works with utilities to distribute the Nest home automation system, which can conserve energy by controlling thermostats, smart light bulbs and more. 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!

Apr 12, 2022 • 25min
EnergyX aims to improve lithium extraction and battery technology to fuel the energy transition
Global demand for lithium and other materials used in electric vehicle batteries, consumer electronics and myriad other applications is rapidly increasing. And as demand for those commodities grows, so do prices. An orderly energy transition from fossil fuels to cleaner energy resources will require a steadily rising supply of critical metals to keep pace with demand and keep prices at affordable levels. S&P Global Commodity Insights writers Jared Anderson and Nick Lazzaro speak with EnergyX CEO Teague Egan about the tech company's plans to increase lithium supplies with an innovative extraction technology that could also be used to increase lithium-ion battery performance. They also sit down with S&P Global low carbon transportation analyst David Capati to discuss supply, demand and pricing dynamics unfolding within these metals markets. This Future Energy podcast was produced by Jennifer Pedrick in Houston.

Apr 12, 2022 • 15min
Heliene president says financing solar manufacturing in North America remains a challenge
Heliene President Martin Pochtaruk told the Energy Evolution podcast that financing continues to be a challenge for solar manufacturers in the U.S. and Canada as supply chain bottlenecks impact global suppliers. Heliene manufactures solar photovoltaic modules at its U.S. and Canadian facilities. 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!

Apr 6, 2022 • 27min
The rise of Asia's carbon trading hubs
Asia's carbon markets are on a trajectory of rapid growth as demand for carbon offsets rises and regional governments work towards net-zero commitments. While turmoil in global energy markets has temporarily shifted attention to energy security, commodity trading hubs like Singapore are pushing ahead with plans to become a carbon trading powerhouse. Eric Yep and Roman Kramarchuk of S&P Global Commodity Insights discuss with Mikkel Larsen, CEO of Climate Impact X, a Singapore-based carbon exchange, on what lies ahead for Asia's carbon markets.


