Energy Evolution

The US offshore wind sector is facing a new front in its battle with the Trump administration: lease buyouts. In this episode of Energy Evolution, renewables reporter Noah Schwartz tells host Camilla Naschert about federal deals that allow offshore wind developers to cancel leases in exchange for fossil fuel investment commitments and government reimbursement.

S&P Global Energy offshore wind analyst John Murray explains the financial and regulatory pressures facing developers, while former Bureau of Ocean Energy Management head Liz Klein discusses the legal challenges, state-level opposition and national security arguments surrounding offshore wind.

Dozens of North American private startups and established companies, state agencies and academic institutions are racing to develop and commercialize an advanced nuclear reactor. Whether these companies, and the advanced nuclear sector at large, can succeed depends on numerous factors, including the capital plans of large tech companies, favorable federal policy and the strengths of individual reactor designs.

So which companies are currently winning the race to commercialize an advanced reactor design?

In this episode, Dan Testa discusses the state of the advanced nuclear sector with contributor and S&P Global Energy reporter Abbie Bennett. Bennett also interviews Craig Bealmear, CFO of advanced reactor developer Oklo Inc., to get an inside view of the industry.

By most conventional metrics, the European refining sector is in rude health. The Middle East conflict has driven key fuel price benchmarks to unprecedented heights, and refiners are running flat out to plug supply gaps left by disruptions to key Gulf exporters. In this episode, host Eklavya Gupte speaks to Kelly Norways, senior editor at S&P Global Energy Platts, who explains why the current boom has so far failed to shift many refiners' thinking about the long-term competitiveness of Europe as a fuel production hub, and why that disconnect threatens both the region's energy security and its ambitions for investment in low-carbon technologies. They explore how governments across the continent are responding to a wave of refinery closures that predates the conflict, whether the crisis has genuinely changed the political calculus in the region, and what it would actually take to unlock the scale of capital spending the sector needs to survive and decarbonize. We also hear from Elizabeth de Jong, CEO of Fuels Industry UK, a trade association representing the country's downstream sector. She sets out the industry's case to be included in the UK's Carbon Border Adjustment Mechanism, explains why record refining margins represent a temporary distortion rather than a structural fix, and warns that without a decisive government signal on carbon costs and competitiveness, Europe risks emerging from this crisis in a weaker position than when it began.

Alongside a surge in data center construction, a growing protest movement has emerged in the US, with locals voicing concerns over electricity and water usage. Protests have put around 12 gigawatts of data center capacity at risk, analyst John Murray from S&P Global Energy tells the Energy Evolution podcast. To address concerns, tech firms need to improve transparency and deliver clear local benefits, said Darrell West, senior fellow in the Center for Technology Innovation within the Governance Studies program at think tank Brookings.

To answer questions on sustainability and power consumption, host Camilla Naschert is joined by Aaron Tinjum of trade association Data Center Coalition.

The news clip featured in this episode is from ABC News, July 19, 2026.

The EU wants to nearly double its electrification rate to 46% by 2040, a transformation that would slash fossil fuel imports by hundreds of billions of euros annually. In this episode of Energy Evolution, host Eklavya Gupte examines the EU's Electrification Action Plan and assesses whether Europe can realistically achieve it.

Coralie Laurencin, director of European gas, power and carbon policy at S&P Global Energy CERA, and Andreas Franke, editorial lead on European power markets at S&P Global Energy Platts, unpack the formidable challenges: stubbornly high electricity costs, taxation and subsidy structures, and massive grid investments needed to support surging demand.

The conversation breaks down which sectors will electrify fastest and which face steeper obstacles, from Germany's industrial power subsidies to France's nuclear-backed power contracts. As geopolitical instability threatens global supply chains, electrification has emerged as the EU's answer to energy security, climate ambition, and industrial competitiveness, but only if Brussels can make electricity both abundant and affordable.

Balcony or "plug-in" solar is rapidly gaining popularity, as it gives consumers who might not have easy access to distributed solar generation a straightforward way to deploy the technology and begin saving on their power bills. Meanwhile, as drivers transition to electric vehicles, the possibility of deploying the batteries as a flexible grid resource hooked up to bidirectional chargers is also growing.

These new technologies are allowing residential utility customers to take greater control over their electricity consumption and spending. But wider adoption has implications for grid safety and reliability, and several states are already moving to regulate and manage the addition of these resources.

In this episode, Dan Testa discusses these issues with Kirsten Errick, an S&P Global Energy reporter who covers renewables. Kirsten interviews Cora Stryker, co-founder of Bright Saver, a plug-in solar company, and Aseem Kapur, chief revenue officer at GM Energy.

In April 2026, the European Commission adopted interim guidance stipulating that solar and battery storage projects using inverters or power conversion systems sourced from high-risk countries would be ineligible for EU funding, citing concerns over cybersecurity and grid resilience. Among the affected countries is China, Europe's dominant supplier of clean energy technologies.

In this episode of Energy Evolution, host Eklavya Gupte is joined by Lena Dias Martins, electricity pricing reporter at S&P Global Energy Platts, to explore the implications of this policy for Europe's rapidly expanding solar and battery storage sectors.

They examine how markets have responded, which regions may be most affected, and whether viable alternatives to China-made inverters are available at scale.

The episode features Cormac Gilligan, director of clean technologies and supply chains at S&P Global Energy Horizons, who explains how the restrictions could signal the start of a broader global shift toward greater diversification of clean energy supply chains.

We also hear from Jan Krčmář, executive director of the Czech Solar Association, who shares the industry perspective on the practical challenges facing developers and installers, how the sector is responding to the new requirements, and what the changes could mean for solar deployment across Europe in the years ahead.

On July 14, grid operator PJM released the results of its latest capacity market auction for the 2028-2029 delivery year. Prices hit the federally approved cap of $325/megawatt-day, but the amount of procured capacity came up short of PJM's reliability requirement by 6.8 gigawatts.

In other words, prices went as high as they were allowed to go but still didn't incentivize enough generation to meet the reliability requirement PJM wanted. Although PJM has other options to secure that capacity, the results of this latest auction underscore mounting concerns about rising prices and reliability in the region managed by the grid operator, which provides electricity for 67 million people across 13 states. And power demand from data centers is contributing to these issues.

Joining Dan Testa on this episode to talk through some of these issues is Darren Sweeney, a senior reporter at S&P Global Energy. Sweeney interviews Paul Segal, CEO of LS Power, a private independent power producer with a major presence in PJM, and Tanya Peevey, an S&P Global Energy CERA analyst for North American power and renewables.

From his first day in office, President Donald Trump has exerted major shifts in US energy policy during his second term, including opposition to offshore wind projects, extending the lives of coal-fired power plants, withdrawing from climate treaties and war with Iran.

But with the midterm elections approaching, Democrats have an opportunity to regain power in Congress. So how are Democrats talking about energy and selling their own policies to convince voters they can do a better job addressing rising gasoline prices and utility bills? And how will issues like climate change and the Iran war impact campaigns this fall?

In this episode, Dan Testa discusses these issues with Mary Landrieu, a senior policy adviser at Van Ness Feldman LLP and former Democratic US senator from Louisiana, and Scott Segal, a partner at Bracewell LLP and a co-chair of the law firm's Policy Resolution Group.

Smart technology is rapidly redefining the debate over grid infrastructure. Rather than spending millions on new transformers, transmission lines and generation capacity, a growing consensus suggests the answer lies in using existing resources more intelligently.

In this episode, host Eklavya Gupte speaks with Devrim Celal, Chief Flexibility and Marketing Officer at Kraken Technologies, about how consumer devices are being transformed into virtual power plants managing gigawatts in real time.

Celal explains how Kraken coordinates nearly 8 gigawatts across half a million devices, from utility-scale batteries to home EV chargers, turning flexibility into the new currency of power markets. He discusses why the shift from thermal to renewable generation has created unprecedented volatility, and how time-of-use tariffs and smart optimization are unlocking consumer participation at scale.

The conversation also examines why batteries have become the fastest-growing energy technology globally, and how the dual pressures of electrification and data center growth are forcing a fundamental reimagining of the grid.

Traditionally, European power systems were engineered around a single imperative: survive the winter "Dunkelflaute," those prolonged cold, dark, windless stretches that push demand higher while renewable generation collapses. But rising summer temperatures are dismantling this assumption. Heat waves are forcing a fundamental recalibration of infrastructure investment, operational strategy and market design across the European power sector.

In this episode, host Eklavya Gupte speaks with Parth Goel, power analyst at S&P Global Energy CERA, about how extreme heat is reshaping demand patterns, straining supply and exposing vulnerabilities in the continent's energy infrastructure.

Goel explains why France, not Southern Europe, has emerged as the most price-sensitive region during heat waves, how solar generation creates dramatic price swings between midday troughs and evening peaks, and why Europe is shifting from a winter-peaking power system to a dual-peaking one.

The conversation also examines the compounding effects of drought on Alpine hydro, the thermal stress on nuclear cooling systems, and why summer now demands the same infrastructure planning attention as winter.

The clean energy investment landscape has undergone a fundamental reset. The era of zero interest rates has given way to a more disciplined environment where transmission access and power market fundamentals determine success or failure. In this episode, host Eklavya Gupte speaks with Declan Flanagan, founder and CEO of Bluestar Energy Capital, about how his company is responding to these shifts. Flanagan discusses how power pricing dynamics are reshaping technology choices and why certain markets like Germany are emerging as battery storage frontiers. He also examines how capex inflation, extended interconnection timelines and evolving demand profiles have rewritten the renewables investment playbook.

Every day, power market participants in the Western US must determine how much electricity they need for the following day and where it's going to come from. In response, California's grid operator on May 1 launched its Extended Day-Ahead Market, or EDAM, giving power providers a better way to coordinate to find the cheapest electricity.

So how is it going so far? And what does it mean for grid reliability, emissions, ratepayers and power traders? Joining the podcast to address those questions will be Elliott Mainzer, president and CEO of the California Independent System Operator, and Scott Miller, executive director of the Western Power Trading Forum. They are interviewed by Kassia Micek, a reporter for S&P Global Energy who covers Western power markets, who joins co-host Dan Testa to talk about what's ahead for the region.

Much of the current discussion about nuclear power focuses on advanced technologies, from the potential for nuclear fusion to the development of various designs for small, modular reactors.

But if we ask what new nuclear reactors have been built recently in North America and are up and running? The answer is the two reactors at the Vogtle plant in Georgia, which use Westinghouse Electric's AP1000 design.

In this episode, Dan Testa interviews Grant Isaac, president and COO of Cameco Corp., a uranium mining and production company that is co-owner of Westinghouse Electric. Isaac says the global nuclear industry is making significant improvements in cost and execution when it comes to building new projects and refurbishing existing reactors – and that the pieces are lining up in the US for utilities to invest in new, large nuclear reactors using Westinghouse's AP1000 design.

After nearly four months, global commodity markets have shown both vulnerability and resilience amid the unprecedented disruptions caused by the Iran war. The European gas market is no exception. In this episode of Energy Evolution, host Eklavya Gupte examines the paradoxes shaping Europe's gas outlook.

Gas prices in Europe have surged since the conflict erupted, yet remain far below the panic-driven highs of 2022 following Russia's invasion of Ukraine. Beneath the surface, however, a new set of risks is emerging: gas storage is filling at its slowest pace in years, and the market's reliance on LNG has left it increasingly exposed to fresh supply shocks.

Matt Hoisch, senior gas and LNG reporter at Platts, part of S&P Global Energy, speaks with Jack Sharples, senior research fellow on the gas research program at the Oxford Institute for Energy Studies, about why prices haven't reached 2022 crisis levels, what current storage figures mean for winter volatility, and how the gas market's growing interconnectedness is amplifying uncertainty.

It's hard to overstate how fast the battery energy storage industry is growing, and the impact that's having on the power sector. In 2025, US utilities and independent developers added 17.75 gigawatts of large-scale battery storage capacity, up 52% from 2024. Multiple forecasts suggest another 100 GW or more of large-scale battery capacity will come online in the US through 2030.

To the extent utilities and power producers can meet the electricity demand projected to surge in coming years, batteries are going to be critical to the solution, supporting data centers, electric vehicles, domestic factories and other sources of increased load.

In this episode, Dan Testa digs into these trends with Noah Roberts, executive director of the Energy Storage Coalition, and Mateo Jaramillo, CEO of Form Energy, a company building and deploying long-duration batteries using innovative iron air technology.

The growth of data centers, and the amount of electricity expected to be required to meet that demand, is probably the biggest issue in the US power sector.

US grid power supplied to hyperscale, leased and crypto-mining data centers reached about 64.4 gigawatts in 2025, nearly tripling since 2020. And that growth is accelerating.

In this episode, host Dan Testa speaks with Brandon Oyer, head of energy and water for the Americas at Amazon Web Services. Oyer breaks down what he describes as misperceptions regarding the water and power impacts of data centers, the ways in which many people rely on data centers without realizing it and how AWS works with utilities to develop new projects.

In this episode, host Eklavya Gupte sits down with Marijn van Diessen, CEO of STX Group, one of the world's leading environmental commodity traders.

The conversation explores Europe's strategic pivot toward domestic energy sources, the explosive growth potential of biomethane as a gas substitute, and the surge in demand for renewable certificates driven by AI data centers — alongside the challenge of creating liquid markets for products that exist only as digital attestations.

Van Diessen explains both the parallels and distinctions between environmental and traditional energy trading. Like oil and gas, environmental commodities require logistics, storage and physical infrastructure. But unlike fossil fuels, they're far more sensitive to regulatory shifts — where a single policy change can trigger volatility as dramatic as any geopolitical shock.

In this episode, host Eklavya Gupte explores how the war in the Middle East has exposed Asia's deep reliance on fossil fuels while also accelerating the region's energy transition.

Ruchira Singh, energy transition editor at Platts, part of S&P Global Energy, speaks with Nobuo Tanaka, chair of the steering committee at the Innovation for Cool Earth Forum and former executive director of the International Energy Agency, about the emerging dynamics between petrostates and electrostates, and where Asia stands on the threshold of its energy future.

Echoing the 1970s oil shocks that gave rise to the LNG market, Tanaka believes this crisis will spark another tectonic shift, elevating renewables to the mainstream and fast-track Asia's electrification.

From faster electric vehicle adoption to expanding low-carbon hydrogen trade and strengthened regional collaboration, Asia is poised to respond with a decisive shift toward cleaner, more resilient energy systems, he says.

The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's invasion of Ukraine triggered an energy crisis that forced governments to scramble for solutions. But this time, something is different.

In this episode of Energy Evolution, host Eklavya Gupte speaks with Alex Blackburne, senior reporter at S&P Global Energy, who recently sat down with Miguel Stilwell d'Andrade, CEO of Portugal's EDP — one of Europe's largest utilities and a major player in renewable energy.

Stilwell d'Andrade explains why Europe's power system is more resilient now than it was four years ago, driven by the region's massive expansion of wind, solar and storage. But progress hasn't been uniform, and the EDP CEO argues that consistent policy execution, as opposed to new measures, is what Europe needs most to secure its energy independence.

The EU's methane emissions framework has drawn pushback from major gas producers and industry groups, warning that critical implementation details remain undefined even as a key 2027 regulatory deadline looms.

In this episode of Energy Evolution, host Eklavya Gupte asks whether Europe's methane regulation will set a new global standard for climate accountability or trigger an energy crisis by impacting long-term contracts and reshaping global gas trade flows.

Desmond Wong, global lead for low-carbon gas pricing at Platts, part of S&P Global Energy, interviews two experts on the legislation's far-reaching implications.

First, Doug Wood, gas committee chair at Energy Traders Europe, explains the commercial realities facing importers: unclear penalties, missing verification standards, and the regulatory gaps that could prevent companies from signing new supply deals.

The conversation then turns to Max Mucenic, senior principal emissions analyst at S&P Global Energy Horizons, who breaks down the technical challenge of measuring methane across complex supply chains and discusses why wide variations could determine which suppliers win or lose access to European markets.

Chris Womack is chairman, president and CEO of Southern Company, one of the largest investor-owned, regulated utility holding companies in the US. Its electric and gas subsidiaries serve more than 9 million customers in Alabama, Georgia, Illinois, Mississippi and Tennessee.

In this episode, co-host Dan Testa sits down with Womack to discuss the many issues facing the US power industry, including how utility capital spending impacts affordability, federal loan guarantees, coal-fired power plant extensions, as well as rising power demand forecasts driven by data centers and AI.

The development of data centers, many of which are to enable the growth and widespread use of powerful AI applications, is one of the key drivers of steeply increasing electricity demand forecasts in the US and around the world.

But while the power industry is working to supply electricity needed by large tech firms, it is also using AI technology to improve its own operations. In this episode, Dan Testa speaks with experts and executives about how utilities, large industrial facilities and energy companies are using AI, and what's ahead.

Joining this episode are Morgan Scott, vice president of global partnerships and outreach at the Electric Power Research Institute; Honeywell Process Automation President and CEO Jim Masso; and Amit Narayan, co-founder and CEO of GridCARE.

Russia's invasion of Ukraine has fundamentally reshaped its energy sector, with oil and gas exports diverted from Europe to Asia while soaring military spending strains the state budget.

The war has stalled Russia's decarbonization plans and reduced investment in cleaner energy projects. But with climate change impacts increasingly visible across Russia's vast territory, the question looms: How will Moscow adapt its energy infrastructure? And what potential exists if the government shifts priorities toward energy adaptation?

In this episode of Energy Evolution, host Eklavya Gupte and Rosemary Griffin, managing editor at Platts, part of S&P Global Energy, examine how geopolitical conflict and climate realities are creating a crossroads moment for one of the world's largest energy producers.

First, Tatiana Mitrova, fellow at Columbia University's Center on Global Energy Policy, explains how the war in Ukraine is affecting Russia's energy strategy and why the country's enormous renewable energy potential remains largely untapped.

The conversation then turns to Eoin Quill, researcher at Climate Analytics, who puts Russia's greenhouse gas emissions in global context, examines its role as a carbon sink, and explores how the rapidly warming Arctic could alter the country's energy infrastructure and export capabilities.

Ernest Moniz was the 13th US secretary of energy, serving from 2013 to January 2017. During his tenure he was part of the team, along with then-Secretary of State John Kerry, that negotiated the 2015 Iran nuclear agreement. Moniz currently serves as founder and CEO of the EFI Foundation, a nonprofit dedicated to supporting the transition to a low-carbon energy future.

In this episode, Dan Testa speaks with Moniz on the sidelines of the CERAWeek by S&P Global conference in Houston, to hear the former secretary's perspectives on the current war with Iran and the impacts on oil and gas markets, as well as how the conflict could accelerate adoption of other forms of energy. Moniz also weighs in on steeply rising US power demand forecasts, which new energy technologies hold promise and possible "bumps in the road" for the energy transition.

This episode also features information about the Platts Global Power Markets Conference, scheduled for April 13-15 in Las Vegas. Click here to register or learn more about the conference.

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The EU Emissions Trading System is facing its greatest test yet. European leaders and companies are sounding the alarm, warning that high carbon prices are undermining the bloc's industrial competitiveness and threatening to drive manufacturing offshore.

In this episode of Energy Evolution, host Eklavya Gupte examines what's driving the turbulence in Europe's carbon market and what it means for the bloc's energy transition.

First, Irina Breilean, carbon price reporter at S&P Global Energy Platts, explains how political pressure from member states has dragged EU Allowance prices down by almost Eur30/mtCO2e in recent months.

The conversation then turns to Julia Michalak, EU policy director at the International Emissions Trading Association, who breaks down the ETS reforms now under consideration: extended free allocations, the modified Market Stability Reserve, and why industrial competitiveness concerns are dominating the climate policy debate in Brussels.

Eklavya also speaks with Pedro Barata, associate vice president for carbon markets and private sector decarbonization at the Environmental Defense Fund, who offers a perspective on the political economy of carbon pricing and how the EU's Carbon Border Adjustment Mechanism is evolving from a climate tool into an instrument of industrial policy -- with major implications for global trade.

Measuring and reducing upstream methane emissions is critical for US gas producers, particularly as they look to export their product to markets like Europe and Asia, and as the tech industry turns to gas as a key solution to its voracious power demand.

In this episode, from the CERAWeek by S&P Global conference in Houston, co-host Dan Testa talks with Courtney Loper, head of government relations and public affairs for EQT Corp., one of the largest US gas producers and pipeline operators, about the steps the company has taken to improve methane measuring. Also joining the episode is Ben Webster, director of policy at MiQ, a nonprofit providing data and certifications to understand and reduce methane emissions.

When it comes to advanced nuclear generation, most North American power producers are in the study and development phases. But Ontario Power Generation is currently constructing the first of four small modular nuclear reactors at its Darlington facility, with the first 300-MW unit scheduled to complete construction and connect to the grid by 2030. The other three reactors are scheduled to be complete in the mid-2030s, totaling 1,200 MW of firm capacity from advanced nuclear reactors.

In this episode, Dan Testa speaks with OPG President and CEO Nicolle Butcher, from the sidelines of the CERAWeek by S&P Global conference in Houston, about the state of the advanced nuclear project so far, how OPG selected this reactor design and why public power providers, like OPG in Canada and the Tennessee Valley Authority in the US, are taking the first steps to build advanced nuclear generation in North America.

The closure of the Strait of Hormuz was long considered one of the energy market's great hypotheticals -- until it became a reality. In this special CERAWeek series episode of Energy Evolution, host Eklavya Gupte sits down with Dave Ernsberger, president of S&P Global Energy, to examine what may be the most significant energy supply disruption ever and how it's forcing a fundamental redrawing of the global energy map.

With around 20% of the world's oil and LNG usually passing through this key chokepoint, the impact has been asymmetrical and severe -- India faces LPG shortages, Asian refiners are struggling with profitability, and fuel supplies are tightening sharply.

The conversation also explores how this crisis is accelerating a structural shift in energy markets, particularly East of Suez, where the energy trifecta of affordability, security and sustainability has been upended.

Ernsberger also looks at how the conflict is intersecting with the AI and data center boom -- creating inflationary pressures that reach from the Middle East to different states in the US.

Carbon accounting — the math of how emissions are calculated, reported and compared — is poised to move to the forefront of global trade and energy markets.

Three critical developments in 2026 are forcing action: the implementation of the EU's Carbon Border Adjustment Mechanism, revisions to the Greenhouse Gas Protocol, and new industry-driven product-level carbon accounting efforts.

In this episode, host Eklavya Gupte explores why harmonizing carbon accounting matters now, what's at stake, and how the commodity industry is responding to the urgent need for standardized, comparable emissions data.

The discussion features S&P Global Energy Horizons analysts Kevin Birn, head of carbon research and the center of emissions excellence; Roman Kramarchuk, head of integrated narratives and policy analysis; and James Salo, head of partnerships and strategic initiatives.

California utility PG&E is studying the impacts of electrification to understand and prepare for a future grid with high levels of distributed energy resources, and significantly higher power demand.

But although PG&E expects to spend about $25 billion by 2040 on grid upgrades, the distribution portion of customers' electric bills could decrease up to 25% over that period as added revenue from increased power usage more than covers the investment costs.

In this episode, host Dan Testa speaks with Quinn Nakayama, PG&E's senior director of grid research, innovation and development, about this process and how the utility is deploying technology to make electrification easier for customers, particularly by lowering the cost of upgrades necessary to charge electric vehicles at home.

For several years, Iran, Venezuela, and Russia have relied on a sprawling network of aging tankers—known as the shadow fleet—to keep their oil flowing despite Western sanctions. Now, the EU is proposing its most aggressive move yet: a sweeping ban on maritime services that could cut off insurance, brokerage, and port access for vessels carrying Russian crude.

This comes at a time when the Venezuelan shadow fleet has largely been replaced by mainstream tanker operators, while the US continues to impose new restrictions on Iranian vessels. Both developments raise fresh questions about the future of these rogue tankers.

In this episode of Energy Evolution, host Eklavya Gupte explores whether the shadow fleet can survive tighter sanctions and what the consequences might be for global energy security, trade flows, and environmental safety.

Joining the conversation are Kelly Norways and Max Lin, two journalists from Platts, part of S&P Global Energy, who have been tracking the shadow fleet's evolution over the past few years. They break down the mechanics of this shipping network, explain how the EU's proposed ban differs from the price cap system, and reveal the growing risks posed by a fleet of vessels operating outside international safety standards.

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The European Hydrogen Bank is meant to be Europe's big enabler for large-scale renewable hydrogen production, so why did the EU's second auction fail to deliver on its promise?

In this episode of Energy Evolution, host Eklavya Gupte speaks with James Burgess, senior reporter at S&P Global Energy Platts, and Matthew Hodgkinson, senior principal analyst at S&P Global Energy Horizons, who explain why so many projects withdrew from the auction process and explore what's next for the EU's flagship model for kick-starting the green hydrogen sector.

Our experts assess the challenges facing the nascent market and take a look at other recent developments across the region, including the latest from the H2Global import auctions and how the EU's Carbon Border Adjustment Mechanism is affecting hydrogen trade.

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Offshore wind once looked like a natural play for oil majors: big offshore projects, complex engineering, and familiar operating conditions. But as costs and interest rates have risen, the sector's economics have started to clash with the companies' return expectations. This has revealed a business model where capital is invested upfront, payback is slow, and the competitive advantage often lies in power market and contracting expertise, rather than just offshore execution.

In this episode, host Eklavya Gupte is joined by Alex Blackburne, senior reporter at S&P Global Energy, to unpack the shifting strategies of European oil majors in offshore wind. We also hear from Julio Dal Poz, managing director in the energy transition practice at FTI Consulting, who explains why offshore wind has proven to be a challenging fit for companies accustomed to quicker returns and greater upside potential.

As AI-driven electricity demand surges and companies race to decarbonize, environmental commodity markets are growing swiftly.

Host Eklavya Gupte interviews John Melby, CEO of Xpansiv, who provides insight into what it takes to create the digital trading infrastructure for markets ranging from carbon credits to renewable energy certificates and power purchase agreements.

We also hear from Marie-louise du Bois, director for energy transition price reporting at Platts, part of S&P Global Energy, who discusses the challenges of pricing these evolving markets — from the simultaneous fragmentation and convergence of carbon markets to the rise of biomethane and even nuclear certificates.

The discussion also covers how large corporates are managing their carbon footprints as they build AI infrastructure and why carbon-differentiated commodities could reshape global trade.

Greenland has suddenly emerged as a focal point in the global competition for critical minerals and energy. This episode explores the Arctic island's strategic importance through conversations examining how resource competition and geopolitics are converging in one of Earth's most remote locations.

Host Eklavya Gupte speaks with Kip Keen, senior reporter at S&P Global Energy, on Greenland's mineral potential and the sobering realities facing companies that have invested there.

Euan Sadden, senior editor at S&P Global Energy, interviews Jørgen T. Hammeken-Holm, deputy minister at Greenland's ministry of business, mineral resources and energy, about the regulatory environment and investor response to growing interest in the island's mineral wealth.

Euan also speaks with Nicolas Jouan, a defense and security analyst at RAND, who explains why Greenland has become such a strategic focal point in a new era of resource security.

In this episode, host Eklavya Gupte examines how the copper market is facing an unprecedented supply crunch driven by the accelerating pace of electrification.

Patricia Barreto, senior principal analyst from the metals & mining research team at S&P Global Energy CERA, breaks down the numbers behind copper's critical role in the energy transition and sheds light on why copper prices soared to record highs in January.

Eric Saderholm, managing director of exploration at American Pacific Mining Corp., explains the on-ground realities of bringing new copper supply online and discusses how recent policy changes are affecting the industry.

The conversation also covers China's dominance in smelting capacity, US critical mineral policies, and why the industry's ability to scale production will determine whether the global energy transition succeeds or stalls.

The nature-based carbon removals industry is undergoing a scientific and technological transformation to restore credibility in the voluntary carbon market.

In this episode, host Eklavya Gupte speaks with Santiago Canel Soria, senior price reporter at S&P Global Energy Platts, about how project developers are deploying advanced monitoring systems and rigorous methodologies to address past market challenges as corporate buyers demand higher integrity offsets.

Santiago speaks with Saif Bhatti, CEO of Renoster, and Christopher Kilner, head of biosphere science at Isometric, who explain how scientific advances and risk-management strategies are establishing nature-based removals as a credible, scalable, and cost-effective pillar of the VCM.

The discussion covers the role of insurance in carbon markets, the challenge of operationalizing rigorous science at scale, and why nature-based solutions remain essential for corporates with net-zero targets.

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One year into his return to the White House, President Donald Trump is exerting a major impact on the US energy landscape. With policy direction shifting rapidly, the administration's moves on fossil fuels, regulation and geopolitics are already rippling through markets, supply chains and long-term energy transition plans.

In this episode, Dan Testa is joined by Jasmin Melvin, senior editor at S&P Global Energy and head of The Energy Daily, to address whether the US is headed for a renewed fossil-fuel boom, what that means for clean energy, and whether there is still room for a durable, balanced energy strategy in the years ahead.

Jasmin spoke with Maya Weber, senior editor at S&P Global Energy, to break down the most consequential policy shifts so far. The conversation then turns to industry and market impacts, with Dustin Meyer, senior vice president at the American Petroleum Institute, and JC Sandberg, chief policy officer at the American Clean Power Association.

President Donald Trump's federal budget bill, signed in July 2025, accelerated the end of the Section 25D residential clean energy tax credits in the US, which had been previously set to extend into the mid-2030s. With the sunsetting of the Section 25D tax credit at the end of 2025, the US residential solar sector must once again adapt to dramatic shifts to the tax credit landscape, a phenomenon known as the "solar-coaster."

For this episode, Dan Testa spoke with Platts renewable energy reporter Kirsten Errick, who covers US solar, about what this could mean for US residential solar. Kirsten interviewed Cinthya Peña, a renewables market analyst at S&P Global Energy Horizons, and Maheep Mandloi, director of clean energy equity research at Mizuho Americas, who shed light on how this tax credit cliff could alter the market.

US power prices are climbing, pushing utilities to the forefront of a national debate over the cost of living. Demand for electricity is growing, and is set to accelerate as tech companies race to build massive data centers to support AI and other technologies. These trends have power providers, regulators and grid operators scrambling to accommodate and prepare.

So what can we see expect to see in the US power and utility sector in 2026? In this episode, Dan Testa speaks with Travis Miller, a senior financial analyst at Morningstar Securities Research, and Sam Huntington, research director on the North American power team for S&P Global Energy CERA, to get their perspectives.

The discussion digs into the factors driving power prices, utility capital expenditure plans topping $1 trillion, the outlook for renewable power and gas plants in key markets, and how AI is drawing a different kind of investor to utility stocks.

In this episode of Energy Evolution, host Eklavya Gupte explores the seismic shift transforming America's electricity landscape as artificial intelligence drives unprecedented power demand after years of flat growth.

The discussion features Benjamin Levitt, associate director of research and analysis for gas power and energy futures, and Christopher Wilfong, director of North America power and renewables consulting, both at S&P Global Energy CERA. They talk about the infrastructure challenges facing the power sector while addressing concerns about grid reliability, impact on electricity prices and the potential for an AI bubble reminiscent of the dot-com era.

Eklavya also speaks with Tom Falcone, CEO of the Large Public Power Council, who reveals how utilities handle gigawatt-scale requests from tech giants and explains the critical challenge of ensuring rapid load growth doesn't compromise affordability for existing customers.

The conversations examine how utilities, caught off guard by the AI boom, are grappling with the stark reality of needing to double grid capacity in some regions within a decade, while navigating supply chain bottlenecks, permitting delays, and the critical question of who pays for this massive infrastructure expansion.

In this episode of Energy Evolution, host Eklavya Gupte explores how energy traders are turning to sophisticated weather analytics for a competitive edge.

From weather derivatives to advanced AI-enhanced weather models, these tools are becoming more sophisticated by the day.

The discussion features insights from two of Munich Re's weather derivatives specialists, Theresa Kammel and Pierre Buisson, who shed light on how the energy industry is increasingly using this market to hedge against weather-related financial risks, especially in the renewables space.

Eklavya also speaks with Sean Kelly, CEO of energy forecasting company Amperon, about how AI is transforming weather analytics and reshaping how traders anticipate electricity demand, renewable generation and power prices.

The European hydrogen industry has experienced a turbulent 2025, with project delays and cancellations dominating the headlines. But the data tells a more nuanced story, with large volumes of projects starting construction. In this episode, senior energy transition reporter James Burgess speaks to Christian Stuckmann, Uniper's head of hydrogen business development, and Shell president for hydrogen Andy Beard to discuss the complexities of the nascent energy transition sector. They examine the challenges facing the industry and explain how they have been able to progress projects despite headwinds from policy delays and demand uncertainty, with the refining industry emerging as a leader in the green hydrogen space.

Nuclear power is back in vogue, with shuttered reactors being restarted, existing plants having their operating lives extended and a growing market of new companies racing to build advanced reactor designs. But questions persist about whether the nuclear industry can execute to deliver these generation projects on schedule and on budget in an era of rapidly rising power demand.

In this episode, Dan Testa discusses these trends with Platts reporter Abbie Bennett and Bill Freebairn, Platts associate director of price reporting for nuclear fuels. Also joining the episode are Adam Stein, a nuclear analyst at the Breakthrough Institute, as well as Drew Marsh, CEO of Entergy Corp. and the new chair of the Nuclear Energy Institute.

The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for power.

In this episode, host Eklavya Gupte sits down with Javier Cavada, president and CEO for EMEA at Mitsubishi Power, to examine how AI's demand for 24/7 power has created multi-year waiting times for new gas turbines.

The conversation explores the far-reaching implications of this boom: tech giants are building dedicated gas-fired plants for data centers, developing nations face turbine shortages, and manufacturers struggle to meet unprecedented demand. Cavada reveals that his company is already discussing projects for 2031-2032, highlighting the unprecedented scale of current demand.

India's energy transition story can be vividly seen through the lens of one of its most established utilities, Tata Power, which has shifted from a long-standing reliance on coal to become an integrated renewable energy company aiming for a 70% clean power capacity mix by 2030.

In this episode, S&P Global Commodity Insights editor Ruchira Singh interviews Tata Power CEO and managing director Praveer Sinha on India's ambitious plan to install 500 GW of non-fossil fuel-based power capacity by the end of the decade.

In a wide-ranging conversation, Sinha discusses critical infrastructure challenges — from land acquisition hurdles to transmission bottlenecks — and explains how Tata Power plans to deliver 24/7 renewable energy through integrated solar, wind, pumped hydro and battery storage solutions.

The energy policy of Europe's largest economy, Germany, is the focus of this week's episode.

The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion.

Andreas Franke, editorial lead at S&P Global Commodity Insights, and Henning Gloystein, managing director of energy, climate & resources at Eurasia Group, examine how revised projections could alter Berlin's solar and wind expansion targets, and reshape the country's path to 80% renewable power by 2030.

The conversation delves into the challenges facing German industry amid high energy costs and questions whether the country's 2045 climate targets remain realistic, given its planned reliance on gas-fired power generation.

Franke and Gloystein also discuss how this recalibrated approach signals broader challenges facing the global energy transition, and they debate whether similar "reality checks" may be needed across other European nations.

In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Donald Trump's second presidential term.

As the US pivots toward fossil fuel expansion and rolls back clean energy initiatives, Europe is recalibrating its energy transition pace amid mounting concerns about economic competitiveness and affordability.

The discussion features Laurent Ruseckas, executive director of gas, geopolitics and finance, and Coralie Laurencin, director of European gas, power and carbon policy, both at S&P Global Commodity Insights.

They examine Europe's pushback on climate regulations, implementation challenges facing the EU's methane rules and the carbon border adjustment mechanism, and how surging US LNG supplies could strengthen transatlantic energy ties.

In this episode of Energy Evolution, host Eklavya Gupte examines the rising concerns among EU member states about the upcoming Emissions Trading System 2 (ETS2), set to launch in 2027.

Worries are growing that ETS2 -- encompassing road transport, buildings, and small businesses -- could lead to substantial increases in energy prices, highlighting the complex interplay between ambitious climate objectives and economic realities.

Eklavya also interviews Jason Ying, Commodity Desk Strategist at BNP Paribas, who provides insights into how this new carbon market may influence inflation rates and residential gas prices across the EU.

Links:

EU Emission Allowance Nearest-December EADMP00 Dutch TTF Eur/MWh Month Ahead GTFTM01

While 2025's energy headlines have focused on trade wars and geopolitical turmoil, the market for International Renewable Energy Certificates (I-RECs) has seen a dramatic surge in demand, signaling a fundamental shift in corporate sustainability strategies.

In this episode, host Eklavya Gupte sits down with Vittoria Morini, global I-RECs lead at S&P Global, and Fatemeh Zahedi, senior price reporter, to discuss some of the big trends behind the recent expansion of this voluntary market.

The conversation also explores seasonal price dynamics, the growing appetite in emerging economies, and how supply chain issues and 24/7 carbon-free energy matching could define the future of clean energy procurement.

Links:

I-REC Turkey Wind Current Year ATKYE00 I-REC Brazil Hydro Current Year ACERH00

Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference.

In this episode, we talk with Hunter Armistead, the CEO of Pattern Energy. Pattern Energy is developing SunZia Wind and Transmission to capture energy from the winds of New Mexico to power three million Americans in the western US. Hunter and Taylor talk about the challenges and opportunities of renewable energy, the importance of transmission in meeting demand, and the role of green fuels. They also touch on the difficulties of financing large-scale projects like SunZia, as well as the policy changes that could make it easier to build transmission and allocate costs.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference.

On this episode, we start with a chat with Ernest Moniz, former US energy secretary under the Obama administration, and now president and CEO of the Energy Futures Initiative think tank. Then, we talk to Michał Kurtyka, a fellow with the Atlantic Council Global Energy Center, the first minister of Poland's Ministry of Climate and the President of COP24 — the United Nations Climate Change Conference of the Parties in Poland.

In wide-ranging conversations, Energy Evolution talks to the two officials about policy changes, the need to act on climate and rapidly changing energy technologies — from coal to hydrogen to fusion.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.

Today's conversation is with Colin Parfitt, vice president of Midstream at Chevron Corporation.

Parfitt discussed Chevron's approach to cutting carbon emissions intensity in the oil and gas business amid growing energy demand, the role of liquified natural gas in the energy space, and the pace of energy sector decarbonization with podcast co-host Taylor Kuykendall on the sidelines of the event.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.

Today's conversation is with Meghan Nutting, executive vice president of Government and Regulatory Affairs at Sunnova Energy.

Virtual power plants (VPPs) can help manage grid demand and support electrification, Nutting told podcast co-host Taylor Kuykendall on the sidelines of the event. She also talked about Sunnova's Project Hestia, how VPPs may fit in with large conventional power plants, and policy levers to support solar power deployment.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.

While the event has become increasingly focused on the energy transition, one commodity trading house says the good times for fossil fuels are far from over.

Demand for oil and gas, as well as key metals such as copper, is set to grow across most global markets, Trafigura chief economist Saad Rahim tells Taylor Kuykendall on the sidelines of the event.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

The price of emissions in the world's largest compliance carbon market –the EU's Emissions Trading System– has fallen sharply so far in 2024, driven by economic uncertainty, weaker industrial activity and lower gas prices. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Testa and Scott Chen discuss the reasons behind this decline, the outlook for EU ETS prices, and what this slump could mean for short- and long-term climate and energy policy.

Related price assessment EADLP00 - EU Emission Allowance Nearest-December

Read further on our: Specifications Guide Carbon Markets

Carbon news & analysis

Carbon in the Atlas Of Energy Transition

This week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference.

Our first conversation from the 'Super Bowl of energy' is with Arshad Mansoor, president of the Electric Power Research Institute.

With AI changing the energy landscape at lightning speed, grid flexibility is increasingly indispensable, Mansoor tells podcast co-host Taylor Kuykendall.

Given that, innovation and deployment of small modular reactors and hydrogen cannot come fast enough, Mansoor says.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Energy Evolution podcast co-host Taylor Kuykendall interviews researchers behind S&P Global Commodity Insights' Top Ten Cleantech Trends in 2024 for insight into what might be at the front of mind as energy leaders from around the world converge in Houston for CERAWeek 2024.

This show's guests are Cormac Gilligan, an associate director at S&P Global Commodity Insights who focuses on solar and energy storage research, and D'avack Francesco, principal analyst, global power and renewables, climate & sustainability for S&P Global Commodity Insights.

Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

What industries produce the most greenhouse gas emissions, and how are they changing as the energy transition proceeds? What are the major technological and policy solutions to cutting emissions in the iron and steel, chemicals, and cement and concrete sectors?

Energy Evolution correspondent Camellia Moors spoke with Jeff Rissman, senior director for industry at Energy Innovation, about his new book on industrial emissions and emissions mitigation strategies, Zero-Carbon Industry: Transformative Technologies and Policies to Achieve Sustainable Prosperity.

Subscribe to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

As electric vehicle and clean energy technology demand ramps up, so is interest in sourcing the critical minerals they need from recycled materials.

Energy Evolution correspondent Camellia Moors spoke with guests Ahmad Ghahreman, CEO, president and co-founder of rare earths recycler Cyclic Materials, and Julian Proelss, director of business management battery recycling at chemical company BASF, about how these materials are extracted from old equipment and used in new batteries.

Subscribe to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Green tech, mining and energy company Fortescue announced in January that it plans to create an advanced manufacturing hub in Detroit, joining a host of companies starting up or expanding EV battery production facilities around the US.

What does Fortescue's announcement mean for the Michigan EV battery supply chain, and how is the state working to encourage similar projects? How do investments in US EV battery production stack up against those around the world?

Energy Evolution correspondent Camellia Moors spoke with guests Quentin Messer Jr., CEO of the Michigan Economic Development Corporation and President and Chair of the Michigan Strategic Fund, and Nick Nigro, founder of data-driven research and advisory group Atlas Public Policy.

Tune in to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

The price of solar photovoltaic modules has declined around 40% in the past year due to high production in China.

In this episode of Energy Evolution, we're exploring whether cheaper panels are unlocking the business case to build utility-scale solar in the Nordic region. With much fewer sun hours and ample wind and hydro, these northern European countries are no solar hubs – but this is starting to change.

Energy Evolution correspondent Camilla Naschert spoke to Warren Campbell and Peter Tornberg of renewables developers Alight and OX2, as well as Justin FitzHugh of investment bank Arctic Securities, bringing a perspective from a region warming to solar energy.

Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

On this episode Energy Evolution podcast interviews Alfred Johnson, CEO and co-founder of Crux, about the shift towards clean energy and the tax credits offered by the Inflation Reduction Act (IRA). The IRA is creating hundreds of billions of dollars in tax credits for companies that deploy renewable energy. Transferable tax credits enable companies to sell those credits and access capital quickly. Crux is a platform for developers, tax credit buyers, and financial institutions to transact and manage transferable tax credits. The company's inaugural market report on the state of clean energy tax credit transactions found that there was between $7 billion and $9 billion in volume of 2023 tax credit transactions. They reported that the transferability of the credits levels the playing field for smaller projects and new technologies.

Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, Dan Testa and Taylor Kuykendall speak to Troy Demmer, Co-Founder and Chief Product Officer for Gecko Robotics, and Gilman Callsen, CEO and Founder of Rho Impact, about the use of robots in power plant inspections for sustainability. These robots can identify potential problems in power plants, allowing for preventive maintenance and reducing the reliance on backup generation sources, thus lowering emissions. Rho Impact has reported that robotic inspections combined with decision-making software could eliminate the equivalent of up to 4.8% of annual emissions in the US.

Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

In the Energy Evolution podcast, Dan Testa and Taylor Kuykendall interview Jonathan Martell, COO of Mohave Electric Co-Op, and Larsh Johnson, CTO of Stem, to discuss rural power generators using artificial intelligence to help transition to clean energy. The guests discuss the challenges and solutions for increasing the share of renewables in the co-op retail energy mix, and a new solar-plus-storage project recently announced by Mohave.

Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

At the COP28 climate conference in December, more than 20 countries—including the US, the UK, France and Sweden—signed a declaration committing to a tripling of nuclear capacity by 2050. Correspondents Camilla Naschert and Camellia Moors spoke with experts across the nuclear energy and uranium mining industries about the declaration. Listen in to hear Antony Froggatt at Chatham House, Kirsty Gogan at TerraPraxis, Timothy Fox at ClearView Energy Partners, and Ross McElroy at Fission Uranium talk about the pledge, what it could mean for a global nuclear power expansion, and how the uranium industry is responding to promises of a nuclear build-out. Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

The International Energy Agency, a Paris-based intergovernmental organization that analyzes the global energy sector and offers policy recommendations, has announced that renewable energy is expanding faster than at any time in the last three decades, with 507 GW of renewables installed in 2023 alone, almost 50% more than the previous year. Our correspondent Camilla Naschert speaks with Commodity Insights reporter Alex Blackburne about what the report means. Meanwhile, co-host Taylor Kuykendall brings the show a chat with Martin Pochtaruk, the president of North American solar manufacturer Heliene, about the findings of the report and what it is going to take to meet ambitious renewable deployment goals.

Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

The Energy Evolution podcast explores the challenges and changes facing the transition to cleaner energy. One challenge is obtaining the materials necessary for the transition, such as lithium, copper, and rare earth metals. Space mining is a potential solution, with companies investing in research and development to mine asteroids and other celestial bodies for valuable metals and resources like water. The technology for space mining is in its early stages, and there are challenges, such as logistical and ethical considerations. Reporters from the S&P Global Commodity Insights team, Karl Decena, Kip Keen and Eri Silva, also discussed the potential impact of space mining on terrestrial markets and the need for regulatory frameworks for space mining.

Related articles:

Digging Space: Miners to ignite race for outer space ore https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-miners-to-ignite-race-for-outer-space-ore-78269052

Digging Space: Asteroid mining unlikely to overwhelm metal markets https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-asteroid-mining-unlikely-to-overwhelm-metal-markets-79716462

Digging Space: Galactic gold rush begins with fewer rules than the Wild West https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-galactic-gold-rush-begins-with-fewer-rules-than-the-wild-west-79719853

Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

As the dust settles after COP28, with world leaders finally agreeing to shift energy systems away from fossil fuels, scrutiny of the climate impact of energy policy is set to intensify in 2024.

The thorny issue of finance is likely to dominate the climate debate this year, and with economic and geopolitical uncertainty still dominating the headlines, energy markets are in for a bumpy ride.

In this episode of the Platts Future Energy podcast, S&P Global Commodity Insights' experts Anna Mosby, Sara Giordano, Agamoni Ghosh and Eklavya Gupte take a deep dive into some of the key outcomes from COP28 and how they might affect climate policy moving forward.

Further reading: COP28: An in-depth review

In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall dive into the latest trends in the energy transition and their impact on the energy and mining sectors as we kick off 2024. Joining them are correspondents Camilla Naschert and Camellia Moors, who share their insights on the rapidly changing landscape of energy production and consumption.

With the world moving towards more sustainable energy sources, the hosts and correspondents discuss how companies in the energy and mining sectors adapt to these changes. They also explore the challenges and opportunities for these industries as they strive to stay ahead of the curve.

Tune in to Energy Evolution to stay up-to-date on the energy transition and its far-reaching implications.

In this episode of Energy Evolution, reporter Taylor Kuykendall interviews Ken Rabedeau, the Chief Technology Officer for Energy, Transportation and Public Sector at Nokia. Ken discusses Nokia's role today in the energy transition and how communication technology is helping industries such as the electricity, oil, gas, and mining sectors, to build more sustainable and cleaner business practices. Ken also shares insights on the concept of Industry 4.0 and how it empowers critical industries to blend the physical and digital, as well as the role of artificial intelligence in the energy transition. The interview also covers cybersecurity, mining, and Nokia's efforts to reduce emissions.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

There's just over a year to go until the EU introduces its sustainable aviation fuel mandate. S&P Global Commodity Insights' Seb Lewis, associate director for biofeedstocks and biofuels consulting, speaks with Stephen Li, associate director for biofuels research and analysis, and Simone Burgin, associate editor for biofuels pricing. The team discusses the current state of the SAF market and HEFA fuels, developments in advanced biofuels and PtL pathways, feedstocks, and the current state and future paths of SAF pricing.

Related prices:

Sustainable Aviation Fuel CIF ARA Premium $/mt (AJNWF00) UCO (RED) FOB ARA $/mt (AUCOA00)

Wind turbines are widely recyclable – apart from their large rotor blades. As more wind farms get decommissioned, more blades end up in landfill or get burned, making recycling one of the industry's biggest PR and sustainability challenges.

Developers also pay increasing attention to emissions in the production of steel for towers.

Two start-ups, Germany's Voodin Blades and Sweden's Modvion, say they have found solutions – by making the components entirely out of wood. Energy Evolution correspondent Camilla Naschert discusses this with CEOs Tom Siekmann and Otto Lundman.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Scope 2 emissions are indirect greenhouse gas emissions from the consumption of purchased electricity, heat, or steam. In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall bring on guest Marek Zhang, vice president of operations and service delivery at CFEX, to discuss the company's decarbonization platform that helps businesses account for and track Scope 2 emissions. Zhang explains the challenges surrounding Scope 2 emissions, such as limited control, complex accounting and reporting processes, and lack of transparency.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

This episode of Energy Evolution is all about utilities' capital plans and how they are adapting to the current economic climate. The episode features Darren Sweeney, a senior reporter in the S&P Global Commodity Insights newsroom, who attended the Edison Electric Institute Financial Conference in Phoenix and interviewed executives from Duke Energy, Exelon, and NiSource about their plans for the future. The executives discussed how they are navigating the energy transition and working to keep costs down for their customers in this high-cost environment, and also shared insights on potential growth opportunities and newer technologies like hydrogen and small modular reactors.

Energy Evolution guests this episode are Shawn Anderson, executive vice president and CFO at NiSource in Indiana; Brian Savoy, executive vice president and CFO at North Carolina-based Duke Energy; and Jeanne Jones, the executive vice president and CFO at Chicago-headquartered Exelon. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Waste feedstocks in the form of Used Cooking Oil and Palm Oil Mill Effluent have been hitting headlines in the biofuels sphere – touted as the next generation of energy feedstocks. Feedstock flexibility appears to be a dominant trend over the next few years, and legislations across many countries look set to propel demand of waste-based feedstocks.

In this podcast, Asia's managing editor Takmila Shahid, markets editor Nurul Darni, together with Head of Asia agriculture and metals news team, Rohan Somwanshi, and biofuels analyst Chua Wei Jun, discuss the rising appeal of UCO and POME as the coveted biodiesel feedstocks, recent market trends, trade flows and legislations that drive demand for these feedstocks.

The growing use of renewable energy and the phasing out of fossil fuels is creating a large flexibility gap that needs to be filled by clean technologies such as energy storage. Long-term storage technologies are critical to solar and wind power, addressing the challenge of intermittency.

While lithium-ion stands as the incumbent, scaling it for extended durations proves costly. Alternative solutions poised to fill this role will need to demonstrate scalable manufacturing and large-scale deployments to meet soaring demand.

In this special miniseries of the Platts Future Energy podcast, metals engagement lead Jesline Tang and energy storage analyst Susan Taylor join metals markets reporter Euan Sadden to discuss the evolving landscape of alternative long-term storage technologies, their impact on the battery sector, and how they compare to existing lithium-ion battery systems.

For more information, visit https://www.spglobal.com/commodityinsights/en

In this week's episode of Energy Evolution, the hosts discuss a new series of articles out of the S&P Global Commodity Insights' newsroom that examines how some of the largest companies in the world are working to achieve net-zero carbon emissions by 2050 or sooner. Co-hosts Dan Testa and Taylor Kuykendall summarize some of the findings of the team's reporting before interviewing correspondents Camellia Moors and Camilla Naschert about their reporting on net-zero efforts in the European power and global metals and mining sectors. The episode also features an interview with Pedro Martins Barata, associate vice president for carbon markets and private sector decarbonization at the Environmental Defense Fund, on the state of industrial decarbonization. He talks about the different major features of decarbonization plans that companies might have and the role of policy in placing pressure on these industries to decarbonize.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Article 6 of the Paris Agreement is seen as an essential enabler of international emissions trading, providing countries and businesses with a key pathway to meet and accelerate their climate goals.

However, many key decisions and rules around the use of Article 6.2 and Article 6.4 need to be clarified at the COP28 climate summit in Dubai in order to move carbon markets forward.

S&P Global Commodity Insights' experts Dana Agrotti, Vandana Sebastian and Eklavya Gupte explore some of the complexities of Article 6 and its implications for both the compliance and voluntary carbon markets.

Related price assessments: CNHDD00 - Platts Household Devices ANBAA00 - Platts Nature-Based Avoidance CNRED00 - Platts Renewable Energy

Related podcasts: ESG Insider: What to expect from COP28, the UN's big climate change conference, with president Saugata Saha. Future Energy: Carbon credits seek to regain credibility amid growing scrutiny

Video series: What is the voluntary carbon market?

Further reading: Conversations at COP28 (Vandana Sebastian) UN Article 6.4 body fails to finalize carbon trade text, new meetings planned (Eklavya Gupte) Crunch time for UN carbon body to deliver clarity on Article 6.4 (Eklavya Gupte) COP28 presidency working to drive demand for high-quality carbon credits (Eklavya Gupte) INTERVIEW: COP28 director-general says progress on carbon markets needed to accelerate climate action (Eklavya Gupte)

On this episode of Energy Evolution, we are talking about carbon offset markets and oil and gas retirement credits. What function do these tools serve in the broader decarbonization push, and how exactly are we calculating them anyway? What are the policies needed to make these offsets and credits work appropriately? How useful are these mechanisms in comparison to directly reducing emissions? Listen in to find out!

Today's speakers include Brad Handler, Program Manager for the Sustainable Finance Lab at the Colorado School of Mines' Payne Institute for Public Policy, and Brian Prest, an economist and fellow at nonprofit Resources for the Future.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Wind turbines are essential tools for the transition to cleaner energy systems, but as the buildout progresses, questions around their biodiversity impact on land and offshore are becoming louder.

Many new projects face legal challenges over the protection of birds in particular.

In Europe, the energy crisis following the war in Ukraine has led policymakers to reduce the compliance burden for new projects on land. Offshore, biodiversity advocates warn that a vast wind buildout risks the extinction of seabirds and sea animals.

In our 100th episode of Energy Evolution, we hear from Lena Fritsche of wind developer ABO Wind about long delays to new projects due to biodiversity rules, and from Ewout van Galen, director of the North Sea Foundation, which works to protect ecosystems in one of the world's busiest seas.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! Read the full article on biodiversity considerations for wind power here:

https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/biodiversity-questions-loom-larger-as-europe-s-wind-fleet-expands-77364736

Energy Evolution and Capitol Crude join forces to co-host today's episode, all about artificial intelligence being deployed in the energy and mining sectors.

This week's guests are some of the journalists from the S&P Global Commodity Insights newsroom who worked together to write an expansive series of articles on the impact of AI. The pieces look at predictions around how much electricity demand AI will generate, the ways AI is improving productivity, resource discovery and trading, and more.

In addition to the co-hosts and regular contributors to Energy Evolution, the podcast features Commodity Insights reporters Jared Anderson and Kip Keen.

Capitol Crude is available on your platform of choice, including Apple Podcasts: https://podcasts.apple.com/us/podcast/capitol-crude-the-us-energy-policy-podcast/id1165562661

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

A selection of stories from the Power of AI series:

Former New York Rangers goaltender Mike Richter has a long list of achievements on the ice, from winning a Stanley Cup to an Olympic silver medal. But in this episode of Energy Evolution, he joins to discuss his post-hockey career and current role as president of Brightcore Energy, which provides energy efficiency retrofits for the commercial sector, including innovative geothermal heating and cooling systems for buildings in dense, urban environments.

Richter also shares thoughts on lessons from hockey he brings to cleantech, and the impact of climate change on winter sports.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of Energy Evolution, the team talks about gender diversity in the boardrooms of energy companies. Thought gender parity was already in reach? Well, think again. Women hold less than 20% of c-suite leadership positions in utilities in the US and Europe, a data analysis by S&P Global showed. Abbie Bennett and Camilla Naschert, reporters covering the energy transition, discuss some of the key barriers to career progression and ways companies can improve gender diversity. We also hear from Meade Harris, the CEO of women energy leaders network Hawthorn Club, who shares stories from women energy executives and suggestions for men looking to support female colleagues in their careers.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, co-host Dan Testa interviews Will Hazelip, president of National Grid Ventures, U.S. Northeast, about the company's involvement in offshore wind along the U.S. Atlantic Coast, renewable projects in the Midwest, and electric transmission projects in Europe. Hazelip emphasizes the need for offshore wind to meet decarbonization goals in the U.S. Northeast and in Europe, and discusses the challenges faced by offshore wind developers due to macroeconomic factors such as rising interest rates, inflation, and struggling supply chains. The episode also touches on National Grid Ventures' business in subsea electricity interconnectors between Britain and its neighbors, and opportunities for competitive electric transmission lines in the U.S.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this series of podcasts, we explore and compare different battery chemistries against the dominant lithium-ion battery sector. Sodium-ion batteries have emerged as a strong competitor to lithium-ion batteries, particularly in the energy storage sector. Some have even hailed it as a game-changer in the entry-level or low-cost EV segment, and that it could threaten the long-standing dominance of lithium-ion batteries in the EV sector. In this episode, battery metals experts Euan Sadden, Leah Chen and Henrique Ribeiro explore the technical differences between sodium-ion and lithium-ion batteries, the pros and cons of sodium-ion batteries, and whether it ultimately plays a competitive or complementary role to lithium-ion batteries.

Further reading Lithium price rally opens door for sodium-ion batteries Lithium demand destruction looms as project delays, cost pressures mount

Related price assessments BATHY04 - Lithium Hydroxide DDP China Yuan/mt BATCA04 - Lithium Carbonate DDP China Yuan/mt BATLH04 - Lithium Hydroxide CIF North Asia $/mt BATLC04 - Lithium Carbonate CIF North Asia $/mt

On this episode of Energy Evolution, our guests discuss sustainability and reporting standards for nickel mining, an industry key to supporting electric vehicle battery production.

Today's guests include Alessandra Carreon, a member of the Michigan Public Service Commission; Ro Dhawan, CEO of the International Council on Mining and Metals; and Chris Showalter, CEO of Lifezone Metals.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of Energy Evolution, co-host Taylor Kuykendall interviews Curtis VanWalleghem, CEO of Hydrostor. VanWalleghem talks about his company's compressed air technology and the importance of using long-duration energy storage in the transition to clean energy.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Against the backdrop of Europe's Carbon Border Adjustment Mechanism and a self-imposed deadline for a US Global Arrangement on Sustainable Steel and Aluminum, American steelmakers are stepping up investments in clean energy and working to ensure efforts to produce lower-emissions steel are recognized on the global stage. So how will policymakers view their initiatives, and will end-users be willing to pay more for material with a reduced-CO2 profile?

S&P Global Commodity Insights' Christopher Davis, regional pricing director for metals in the Americas, talks with head of Americas metals news Justine Coyne and low-carbon electricity analyst Danylo Babkov about these topics and more.

Related prices: Platts European HR Carbon-Accounted Steel Premium Eur/mt (EHRSA00) Platts Northwest Europe HRC Carbon-Accounted Steel Price Eur/mt (EHRSC00) Platts Ni-Co black mass DDP US $/mt (NBNED00)

Related podcasts: How is Europe's steel industry rising to the challenge of energy transition Decarbonization efforts in India: how ready is the steel industry? How will the EU's Carbon Border Adjustment Mechanism affect global trade and carbon pricing?

In this episode of Energy Evolution, co-host Taylor Kuykendall interviews Eric Beightel, the executive director of the Federal Permitting Improvement Steering Council. The council was established in 2015 to improve the transparency and predictability of the federal environment review and authorization process for certain critical infrastructure projects.

Beightel discusses the challenges of permitting reform and the need for more resources, staff, and funding for agencies charged with the permitting process. He also emphasized the importance of early stakeholder engagement and community outreach to reduce the risk of litigation and improve the efficiency of the permitting process.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Voluntary carbon markets are facing a critical moment in their short history. Questions about the integrity and effectiveness of many carbon projects have led to a sharp fall in prices and liquidity. However, a series of quality and transparency initiatives are being adopted to restore confidence in offsets.

S&P Global Commodity Insights' experts Eklavya Gupte, Dana Agrotti and Silvia Favasuli discuss the road to recovery for the VCM as it seeks to rebuild credibility and trust.

Related price assessments:

Platts Household Devices Current Year CNHDD00 Platts Nature-based Avoidance Current Year ANBAA00 Platts Natural Carbon Capture Current Year ANCCA00

Hear more on the latest developments in the carbon markets by attending the Global Carbon Markets Conference taking place on November 6-9, 2023 in Paris.

And you can watch our latest videos explaining what determines the price of a carbon credit and the pricing structure in the VCM.

As it gets harder for bitcoin miners to access power, some say mining is a balancing opportunity for the grid. We speak to mining startup founder Andrew Webber about his vision for data centers in grid flexibility and look ahead at the scaling of AI computing. Could data centers using AI algorithms become flexibility assets, and if so, which use cases could be suitable? On that, we hear from S&P Global tech analyst Jonathan Schroth and professor Ben Lee of the University of Pennsylvania.

The hefty premiums paid by BP and TotalEnergies in Germany's latest offshore wind auction reflect the value these companies place on diversification – but do the economics stack up? Competition for offshore concessions has been fierce, but the sector is also under extreme cost pressure from stressed supply chains and rising inflation. S&P Global Commodity Insights' news editors Henry Edwardes-Evans, Andreas Franke and Alex Blackburne discuss these issues with S&P Global analyst director colleague Coralie Laurencin.

Explore our interactive Renewable Energy Price calculator

Related price assessment: WDETF00 - German Offshore Wind Renewable Capture Price

Related stories: Germany sells four offshore wind concessions for $14 bil to BP, TotalEnergies Germany awards 1.8 GW offshore wind concessions for Eur784 million Offshore wind industry weighs consequences of 'seismic' German auction

In this episode of Energy Evolution, guest Jahi Wise, senior adviser to the administrator and acting director of the Greenhouse Gas Reduction Fund at the EPA, joins us to talk about a $27 billion grant program under the Inflation Reduction Act and efforts to use the funding to support the National Clean Investment Fund and efficiency improvements across the country, especially in disadvantaged communities.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

In this episode of Energy Evolution, guest Tom Schneberger, CEO of USA Rare Earth, joins us to talk about rare earths supply chains and the production of rare earth magnets key to energy transition technologies like electric vehicles and wind turbines.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Renewable Natural Gas – also known as RNG or biomethane — has gained attention in recent years as a lower-carbon replacement for conventional fossil natural gas. Rising demand for RNG has helped push prices for the associated environmental attributes up to anywhere from five to forty times the price of physical natural gas. As the market has grown, so has the need for transparent pricing. In response, S&P Global Commodity Insights launched first-of-kind pricing for landfill gas RNG for the California and outside-of-California markets in May.

What supports those premiums for RNG and how does S&P Global see demand for this low-carbon gas alternative developing in the future? Kelsey Hallahan, team lead for low carbon commodities, discusses with low carbon pricing analyst Hope Raymond, senior biofuels analyst Jamie Dorner, and senior director for the S&P Global Hydrogen and Renewable Gas Forum Alex Klaessig.

Inflation Reduction Act: A Pragmatist's Guide

Prices in this episode: North America Renewable Natural Gas Premium (California) - AEWAA00 EU Biomass Guarantees of Origin (GO) Current Yr Eur/MWh -- EBGY200 Low Carbon Fuel Standard Carbon Credits Front Quarter -- AAXYA00

On this episode of Energy Evolution, our guests discuss the recent boom in jobs and manufacturing in the renewable energy sector in the United States. The one-year-old Inflation Reduction Act drives much of this growth, which is leading to significant cost savings projected for wind and solar developers using U.S.-made components.

Today's guests include Matthew Rand, managing director, research and analytics, at Link Logistics, and Ben Beachy, manufacturing and industrial policy vice president, at the BlueGreen Alliance, a coalition of labor and environmental organizations.

CORRECTION: A previous version of these notes misidentified Matthew Rand's current job title. The episode misidentifies Rand's title at the time of the interview. Matthew Rand is the managing director, research and analytics, at Link Logistics. The episode also mentions that Link "estimates that renewable energy companies currently drive 5-10% of its leasing volumes." This figure represents specific markets rather than the company's national portfolio, in which Rand said it represents "2.3% to 3% of leasing activity."

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, we discuss decarbonizing New Belgium's beer brewing operations. In addition to speaking with Andy Collins, the utilities and carbon neutral engineer at New Belgium, podcast host Taylor Kuykendall interviews Addison Stark, the CEO of AtmosZero. Backed by the U.S. Department of Energy, AtmosZero recently introduced a carbon-neutral electrified boiler that decarbonizes process steam used in various industrial applications across multiple industries.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz