Battery production offcuts and end-of-life batteries are collected, dismantled and shredded to produce black mass from which critical materials such as lithium, nickel, cobalt and manganese can be extracted. The recycling of black mass has become increasingly important as a supplement to virgin material supply and to reduce the carbon footprint of the battery supply chain. Platts, part of S&P Commodity Insights, has launched the publication of daily black mass assessments, which will provide greater transparency and understanding of how the market actually operates, especially as there is currently a lack of standardisation and comprehensive coverage in the black mass market. This episode of the Platts Future Energy podcast aims to explore the challenges and opportunities facing the market, unpack these new price assessments, and answer the question of whether black mass has the potential to address the looming supply deficits.   Click here to learn more about Platts nine new daily black mass spot price assessments for China and Europe.

In a time of geopolitical strife, economic uncertainty, and energy transition, nuclear power is edging more and more into the spotlight. Countries are looking to decarbonize, boost their energy security and adjust to shifting trade flows.  In the second episode of this special two-part series, S&P Global nuclear news and analytics experts Bill Freebairn, Morris Greenberg, Dr. Jone-Lin Wang, and Mason Lester discuss new developments in infrastructure and markets as fleets age out and more countries expand their use of nuclear power. Register for the Platts Global Power Markets Conference here

In a time of geopolitical strife, economic uncertainty, and energy transition, nuclear power is edging more and more into the spotlight. Countries are looking to decarbonize, boost their energy security and adjust to shifting trade flows, with nuclear power seen by some as a way to advance on all these fronts. Policymakers are dangling attractive incentives in many countries for the energy source. In the first episode of this special two-part series, S&P Global nuclear news and analytics experts Bill Freebairn, Morris Greenberg, Dr. Jone-Lin Wang, and Mason Lester discuss the global state of nuclear infrastructure and markets in 2023 and beyond. Tune in next week for part two of the discussion, focusing on future outlooks. Register for the Platts Global Power Markets Conference here

The European Union’s implementation of a Carbon Border Adjustment Mechanism (CBAM) to support its industry’s efforts to decarbonize and prevent carbon leakage is likely to have far-reaching effects on global trade and the wider energy transition. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Evans and Paula VanLaningham take a deep dive on CBAM, examining its potential impact on a range of industries, political alliances and its influence on carbon pricing and regulation. NOTE: ‘CBAM CO2 emissions data referenced in this podcast relate to emissions modelling totals between 2026-2040’. Click here to access prices, news and analytics relating to carbon markets on Platts Dimensions Pro

Join S&P Global experts from our Commodity Insights and Mobility divisions as they delve into the potential roadblocks facing the electric vehicle market in 2023. From fluctuating lithium prices to the phasing out of government subsidies, learn how these factors may impact EV sales and the battery metals market. Stay ahead of the curve as we navigate the challenges and opportunities of the ever-evolving EV industry. Related price assessments: BATLC04 - Lithium Carbonate CIF North Asia $/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt

Green ammonia is a leading contender as a hydrogen carrier for the energy transition, providing a ready end market and a means of transporting the product over long distances. S&P Global Commodity Insights energy transition reporter James Burgess talks to hydrogen analyst Matthew Hodgkinson and pricing managing editor Mario Perez to explore ammonia’s energy transition potential and the latest green hydrogen developments in Europe.   Related price assessments: Renewable power-derived ammonia: GADAL04 - EC Canada Renewable derived Ammonia Dlvd into Northwest Europe GADAF04 - Middle East Renewable derived Ammonia Dlvd into Northwest Europe GADAJ04 - US Gulf Coast Renewable derived Ammonia Dlvd into Northwest Europe Carbon-neutral H2: HYNWA00 - Carbon Neutral Hydrogen Ex Works North West Europe HYMEA00 - Carbon Neutral Hydrogen Ex Works Middle East HYAUC00 - Carbon Neutral Hydrogen Ex Works Australia HYUSA00 - Carbon Neutral Hydrogen Ex Works US Gulf Coast

Exploring the challenges of ESG in battery supply chains, focusing on responsible mining practices and human rights issues in cobalt mining. Discussing the efforts to enhance traceability and the need for unified standards in the battery industry.

Gulf countries attending the ADIPEC conference in October made it clear that oil and gas will be needed for decades to come, and the region has the least carbon-intensive barrels to fuel a global economy seeking to lower its emissions. How does this play against the United Nations’ assertion that new hydrocarbon investments are incompatible with credible net-zero targets? S&P Global Commodity Insights news editors Dania El Saadi and Henry Edwardes-Evans compare notes. Click here to explore Platts Dimensions Pro Click here to interact with our Hydrogen Price Wall

Plug Power, one of the leading green hydrogen companies in the US, has put a lot of investment and attention in the European green hydrogen market over the years. But its attention is now expected to shift back to the US side of its business following the passage of the Inflation Reduction Act and its generous hydrogen tax credits. There’s broad consensus that the IRA makes US green hydrogen far more competitive than before, but can it now outcompete EU hydrogen? Plug Power CEO Andy Marsh joins S&P Global Commodity Insights reporter Brandon Mulder to share his insights on the IRA and what it means for the US market. Then SPGCI hydrogen analyst Brian Murphy and pricing reporter Santiago Canel share their thoughts about the US’s green hydrogen export potential. Learn more about regional differences in hydrogen prices around the world with SPGCI's Hydrogen Price Wall, and analysis of global hydrogen news and developments with the quarterly Hydrogen Market Monitor on Platts Dimensions Pro.

With geopolitical and economic pressures altering the context dramatically since the last meeting in Glasgow, S&P Global Commodity Insights tackles the most pressing questions ahead of this global climate gathering. Vandana Sebastian speaks to Roman Kramarchuk and Dan Klein on what to expect at COP27, whether countries can reach a consensus on climate goals, the significance of decarbonization in a world of evolving energy priorities, and the relevance of COP27 amid the global energy crisis.