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
Feb 14, 2019 • 11min
Developments in battery metal raw materials; nickel and cobalt supply outlooks
S&P Global Platts global market and methodology specialist Marcel Goldenberg, battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and cobalt supply. High anticipated demand has seen the 'much...
Dec 3, 2018 • 8min
The state of cobalt supply and the potential impact on battery metal raw materials
S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019. Glencore’s recent announcement...
Sep 21, 2018 • 12min
Electric vehicle chargers: CHAdeMO, CCS, TESLA and GB/T
S&P Global Platts Battery Metals podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. Platts looks at chargers for electric vehicles and the East vs West battle about which technology will become...
Aug 1, 2018 • 8min
Battery 'Gigafactories' and their impact on battery metals raw materials
S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks at Gigafactories and why Europe seems to be the next hotbed for these to be...
Jun 19, 2018 • 4min
Chinese EV subsidies squeeze lithium carbonate prices
S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chinese electric vehicle subsidies that came...
Apr 30, 2018 • 6min
The battle between spodumene and brine – lithium mining
S&P Global Platts Battery Metals Podcast series continues, tracking the most-followed topics in the market. In this edition, Platts looks into lithium and how mining techniques differ for one of the lightest metals in the world. The podcast sheds light on what brine and spodumene are, where and...
Apr 3, 2018 • 6min
Will there be enough nickel to support the EV hype?
Battery technology appears to be driving towards the 8:1:1 nickel-cobalt-manganese format from the currently used 6:2:2 version, but with nickel prices a third of what they were at the beginning of the decade, investment into nickel projects has been limited and poses the question of whether the...
Mar 23, 2018 • 13min
Battery metals move to the front, oil still driving sentiment
Battery metals, the electric vehicle revolution and protectionism versus free trade dominated discussions at this year's FT Commodities Global Summit in Lausanne, Switzerland. But like any gathering of the commodities industry's biggest players, oil pricing and the outlook for energy weren't too...
Feb 20, 2018 • 7min
Battery metals still on the up: technology may be game-changer
Battery metals markets continue bullish, recent industry events have shown, but with concerns in both the lithium and cobalt camps. In the first of S&P Global Platts’ monthly podcasts on battery metals, Marcel Goldenberg, markets and methodology development, metals, talks to Diana Kinch...
