

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

May 5, 2020 • 12min
Cobalt in the time of Corona: refining, mining and pricing
S&P Global Platts Battery Metals podcast looks at how cobalt markets are faring during the current coronavirus pandemic. Emmanuel Latham is joined by Battery Metals editor Melvin Goh to discuss the impact of COVID-19 on Chinese cobalt sulfate refining, the developing situation in the DRC, anticipated market developments and what this all means for cobalt prices.

Apr 30, 2020 • 38min
Energy transition to be shaped by world response to COVID-19
The coronavirus pandemic could help accelerate the investment shift from oil and gas to renewable energy. But the pace of that transition depends heavily on how governments direct economic recovery spending, and whether the consumer behavior changes induced by the pandemic prove permanent. In this episode, the Energy Evolution team spoke about these issues with Fatih Birol of the International Energy Agency, environmentalist and writer Bill McKibben, Amy Myers Jaffe of the Council on Foreign Relations, and Mark Lewis, head of climate change investment research at BNP Paribas Asset Management. Check out the article accompanying the episode here. 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 to catch upcoming episodes!

Mar 30, 2020 • 20min
Small reactors could be a big deal for nuclear industry
States developing long-term plans to zero out carbon emissions by mid-century are key to driving adoption of advanced nuclear technology, Dr. José Reyes, a co-founder of NuScale Power said on S&P Global Market Intelligence's Energy Evolution podcast. NuScale is developing a new design for nuclear small modular reactors, or SMRs, which could be useful for states moving toward a system in which "firm" carbon-free power generation technology is needed to complement renewables. 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 to catch upcoming episodes!

Mar 27, 2020 • 29min
Lithium demand heads for 2020 decline as market feels effects of coronavirus
Joe Lowry of Global Lithium -- known as "Mr. Lithium" -- forecasts lithium demand to fall in 2020 compared with 2019, the first annual decrease in many years. Lowry examines the impacts of the coronavirus outbreak on the lithium market with Henrique Ribeiro of S&P Global Platts.

Mar 13, 2020 • 12min
Coronavirus pandemic, oil price crash shake up energy industry
As the COVID-19 pandemic drives crude oil prices into the $30 per barrel range, the Energy Evolution team takes a look at what the global economic slowdown means for fossil fuels, utilities and renewable energy. Listen to the episode, and subscribe to catch future episodes. (Photo: AP)

Mar 5, 2020 • 10min
China battery metals sector remains optimistic about 2020 demand despite weak Q1
In this episode of the S&P Global Platts Battery Metals podcast, Platts head of APAC Metals Insights Paul Bartholomew, analyst Lucy Tang, and associate editor Joyce Zhang discuss how the coronavirus outbreak is affecting China's automobile and new energy vehicle industry, and illustrate the details of the latest Platts survey on battery metals and lithium outlook.

Feb 20, 2020 • 27min
Climate concerns are driving the financial world away from fossil fuels
BlackRock Inc., the world's largest asset manager, recently announced it would be pulling out of its investments in certain parts of the coal sector. The move is part of a broader trend where banks, insurers and other parts of the finance world are pledging to stay away from fossil fuels to address concerns about climate change. Join us on Energy Evolution, where this month we check in on what is being said about the rising fossil fuel divestment trend and talk to activists, analysts and a representative of the largest coal company in the U.S. about what is going on and what may be next.

Feb 4, 2020 • 12min
What's in store for Nickel over 2020?
The S&P Global Platts Battery Metals podcast kicks off 2020 with a deep dive into nickel. Platts Editor Henrique Ribeiro is joined by Jason Sappor, nickel analyst at S&P Global Market Intelligence, to discuss his expectations for the nickel market in 2020, the implications of the Indonesian ore export ban, and what this means for the EV battery industry. You can learn more in our quarterly Platts Battery Metals Insight.

Jan 23, 2020 • 19min
The forces driving a gas-fired power plant glut
After an S&P Global Market Intelligence investigative team uncovered the powerful incentives to build natural gas-fired power plants in the U.S., the Energy Evolution podcast interviewed some of the "Overpowered" series' sources and authors to follow up on why utilities are adding gas generation despite flat demand and some states' efforts to adopt more renewable energy. Energy Evolution also talked to sources from the Overpowered series about why the PJM Interconnection — the country's largest market for electric power — may continue to over-procure gas generation capacity, how Virginia state officials are starting to push back against Dominion Energy Inc.'s electricity demand forecasts and what the Oxnard, Calif., city council is doing to acquire more power from renewable resources after rejecting the Puente Power Project proposed by NRG Energy Inc. and Edison International utility Southern California Edison Co. Subscribe to Energy Evolution on Soundcloud, Apple Podcasts, Spotify and Stitcher. (Photo: AP)

Dec 18, 2019 • 11min
A very special Energy Evolution holiday episode
From turkeys and LED lights to celebrating Hanukkah with solar energy, the Energy Evolution team breaks down power usage during the holidays with efficiency tips, fun facts and a cooking tutorial. The fourth episode also features answers to questions about the history behind Americans' holiday light tradition, which variety of stuffing is best and how regional grid operators prepare to accommodate soaring demand. Subscribe to Energy Evolution on Soundcloud, Apple Podcasts, Spotify and Stitcher. (Photo: AP)