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PODCAST

Energy Evolution

S&P Global Commodity Insights

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

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All Episodes

24:54

Explaining Germany's energy transition 'reality check'

Energy Evolution ·

2025/10/28

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

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26:02

Transatlantic divide: US and EU chart different...

Energy Evolution ·

2025/10/21

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

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16:02

How will the EU's new carbon market affect energy...

Energy Evolution ·

2025/10/14

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

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15:50

What's driving the rush for I-RECs?

Energy Evolution ·

2025/10/07

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

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16:20

Path to net-zero gets bumpy for US, European utilities

Energy Evolution ·

2025/09/23

In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European utilities are adapting their net-zero strategies amid evolving political and economic realities. Rives

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20:14

FuelEU Maritime: A new trading opportunity in shipping

Energy Evolution ·

2025/09/09

In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new market dynamics in the world of marine fuels. Under FuelEU Maritime, which took effect from Jan. 1, 2025, ships calling at European ports have a mandate to cut greenhouse gas intensity by 2% this year from 2020 baselines, escalating to 80% by 2050. Host Eklavya Gupte speaks with Chris To, lead specialist in alternative fuels pricing at S&P Global

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22:23

Unlocking the future potential of hydrogen energy in...

Energy Evolution ·

2025/09/02

As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to take place Sept. 25–26 in New Delhi — is set to bring together the nation's decision-makers and industry experts to examine the regulatory frameworks, investment opportunities, and technological innovations shaping India's hydrogen economy. The event will also address the critical challenges and opportunities defining the sector's trajectory. From the

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41:15

Talking offshore wind: Communication in a polarized...

Energy Evolution ·

2025/08/26

Seen by hundreds of thousands, Swedish utility Vattenfall’s expletive-laden campaign with Hollywood icon Samuel L Jackson asks the question: Offshore wind farms, yes or no? On this week’s episode of Energy Evolution, Vattenfall’s head of brand Monica Holmvik Persdotter explains the process behind the campaign and how the utility thinks about public discourse regarding the technology. Effective communication and local engagement have tangible impact on green-lighting new offshore wind projects, David

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20:31

How the energy-intensive industry of fertilizers and...

Energy Evolution ·

2025/07/08

In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself. They look at ammonia's pivotal role as both a key ingredient in nitrogen fertilizer production and a potential game-changer for clean energy storage and transport. Hoisch also discusses

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26:34

Metals Co. CEO says ocean mining permit coming...

Energy Evolution ·

2025/07/01

In this episode of Energy Evolution, host Taylor Kuykendall speaks with Gerard Barron, CEO of The Metals Co. Barron and his company are looking to mine the ocean floor for metals like cobalt, nickel, and rare earth elements as demand for the materials surges due to the rise of renewable energy technologies and electric vehicles. Barron discusses the potential of polymetallic nodules found in the depths of the Pacific Ocean, the technology used to mine the ocean and the environmental implications of

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30:40

Carbon removal technology, markets picking up steam

Energy Evolution ·

2025/06/17

In this episode of the Energy Evolution podcast we delve into the emerging field of carbon removal technologies and their role in the fight against climate change. The discussion highlights various methods, including both technology-based solutions like direct ocean capture and nature-based approaches such as reforestation. Our guests on this week's episode are Jan-Willem Bode, President, Puro.earth, and Steve Oldham, CEO, Captura. Captura is a start-up company focused on capturing carbon dioxide

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26:28

How tariff tensions are reshaping China's energy...

Energy Evolution ·

2025/05/27

This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are reforming Chinese energy markets. Host Eklavya Gupte speaks with Ivy Yin, energy transition market specialist at S&P Global Commodity Insights, who explains how China is shifting toward a more inward-looking energy strategy by boosting domestic gas production to reduce LNG import dependency. She also talks about how Chinese cleantech manufacturers are

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22:20

Restoring trust and integrity for a new era in carbon...

Energy Evolution ·

2025/05/20

In the latest episode of Energy Evolution, host Eklavya Gupte speaks with Daniel Klier, CEO of South Pole, a key player in the carbon markets. As the industry grapples with a credibility crisis, Klier shares insights on the various initiatives the voluntary carbon market is undertaking to restore trust and foster a more resilient and robust ecosystem. He also discusses how South Pole has adapted its strategy to place a greater emphasis on compliance markets and Article 6 of the Paris Agreement,

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21:07

Financing clean energy in a time of volatility

Energy Evolution ·

2025/05/13

In this episode of Energy Evolution, Taylor Kuykendall interviews Jonathan Silver, chair of the Global Climate Council at Apollo Global Management and co-founder of the new advisory firm Multiplier. Silver, who was executive director of the US Department of Energy's Loan Programs Office during the Obama administration, shares insights on the current clean energy financing landscape and discusses his work with sustainability-focused startups. Silver emphasizes the importance of helping early-stage

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17:44

Critical minerals and renewables: A new era of energy...

Energy Evolution ·

2025/05/06

In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new risks, such as those arising from critical minerals and supply chain vulnerabilities. He also tells us

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24:34

Navigating climate project finance in a shifting...

Energy Evolution ·

2025/04/29

In this episode of Energy Evolution, host Taylor Kuykendall moderates a panel discussion at the Tom Tom Festival in Charlottesville, Virginia, focusing on the question of how to fund solutions to climate change. The panelists highlighted the current challenges faced by climate tech companies in securing funding, particularly in a volatile political and economic landscape. Their conversation delves into the complexities of measuring climate impact, the importance of transparency in forecasting, and

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39:00

CERAWeek: How shifts in the US government are...

Energy Evolution ·

2025/03/21

In this episode of Energy Evolution, host Taylor Kuykendall chats with Ernest Moniz, founder and CEO of the EFI Foundation and the former US Department of Energy Secretary during the Obama administration. We'll also talk to Vast Energy CEO Craig Wood and Plug Power Chief Strategy Officer Sanjay Shrestha. The discussions, held on the sidelines of the CERAWeek by S&P Global conference, focus on innovations in energy technology, particularly the role the Department of Energy plays in early investment

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32:10

CERAWeek: Three utility CEOs on energy transition, AI...

Energy Evolution ·

2025/03/20

In this episode of Energy Evolution, host Taylor Kuykendall engages with more industry leaders at CERAWeek, including Maria Pope, CEO of Portland General Electric; John Pettigrew, CEO of National Grid; and Rebecca Kujawa, CEO of NextEra Energy. The discussion revolves around the rapid growth of datacenters and the evolving energy landscape. Pope highlights the significant role of semiconductor manufacturing and AI in shaping energy consumption patterns. Pettigrew discusses National Grid's

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24:18

CERAWeek: Opportunities and challenges for the US...

Energy Evolution ·

2025/03/19

In this episode of Energy Evolution, co-host Taylor Kuykendall delves into developments in battery technology with Pure Lithium founder and CEO Emilie Bodoin and explores methods for extracting lithium with International Battery Metals CEO Iris Jancik from the sidelines of the CERAWeek by S&P Global conference. The episode also addresses electric vehicle adoption, the impact of changing political climates on incentives, and the need for innovation in the face of a looming natural resource crisis.

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13:24

Previewing CERAWeek: What world energy leaders will...

Energy Evolution ·

2025/03/04

In this episode of the Energy Evolution podcast, host Taylor Kuykendall discusses the upcoming CERAWeek conference, scheduled for March 10-14 in Houston. He is joined by Ken Downey, Executive Director of Innovation Agora at CERAWeek, and Naki Mendoza, director of CERAWeek Programs at S&P Global. Key topics for this year's conference include the changing geopolitical landscape, especially in light of recent elections. Mendoza and Downey said energy leaders will also be focused in on supply chains,

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131 results

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