Beste SP Global Commodity Insights podcaster (2024)

1
Why electric utilities need meteorologists 15:34

2d ago15:34

15:34

As more of the world’s power grids are supplied with renewables, accurate weather forecasting has become an increasingly important asset for power utilities. In this episode of Energy Evolution, correspondent Camilla Naschert speaks to Malte Rieck, meteorologist at Vattenfall, about the key parameters his team is watching, how AI is becoming a shar…

1
Asia’s affinity for US crude: Can geopolitics, sanctions and elections affect trade flows? 24:31

4d ago24:31

24:31

The footprint of US crude oil is rapidly expanding, intensifying competition with OPEC and non-OPEC supplies in key Asian markets. As geopolitical tensions in the Middle East escalate, how much US crude can fill potential supply gaps in Asia? Additionally, how could policies under a new US administration, whether led by Trump or Harris, impact oil …

1
China’s critical minerals dominance and the implications for the global energy transition 20:08

4d ago20:08

20:08

With the world’s renewable energy capacity reaching record levels, attention has shifted to the risks involved in sourcing critical minerals such as lithium, cobalt, nickel, and graphite, essential for sustaining these industries. China’s dominance over global critical minerals supply chains has led the US, EU, and other major consumers to diversif…

1
How the 2024 elections could reshape US domestic energy policy 26:55

9d ago26:55

26:55

For this week's episode, Energy Evolution presents an episode of the Platts Commodities Focus podcast, another show in the network of S&P Global Commodity Insights' podcasts. Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whethe…

1
What is driving the counter-seasonal strength in European fuel oil markets? 12:02

10d ago12:02

12:02

As high sulfur fuel oil cracks in Europe hover at year-to-date highs outside of their traditional summer peaks, reporters Tommy Petrou and Takis Gounaris join Joel Hanley to delve into the fundamentals that are providing a firm footing for fuel oil markets in Europe as heightened tensions in the Middle East stir up volatility across the commodities…

1
The global ripple effects of the 2024 US elections on energy 15:24

11d ago15:24

15:24

The outcome of the US presidential election in November will have ripple effects for the international energy picture. In the weeks before the election, Donald Trump and Kamala Harris are trying to draw contrasts with each other, including on energy and foreign policy. Kate Winston, oil news editor for S&P Global Commodity Insights, discusses oil s…

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How the 2024 elections could reshape US domestic energy policy 25:59

13d ago25:59

25:59

Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whether Republicans or Democrats control Congress, the energy sector faces major potential shifts. There will be implications for supply chains, energy infrastructure, and the overa…

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The rise, fall and potential rebirth of solar trailblazer SunPower 42:49

16d ago42:49

42:49

In this episode of the Energy Evolution podcast, the focus is on the rise and fall of California solar pioneer SunPower, as well as its potential for a rebirth following a recent asset sale in its ongoing bankruptcy process. S&P Global Commodity Insights senior reporter Garrett Hering shares an interview with T.J. Rodgers, the former chairman of Su…

1
California’s battle against high gasoline prices 26:58

17d ago26:58

26:58

California gasoline prices are notoriously volatile, and state's lawmakers are taking notice. California's Senate is considering a bill proposed by Governor Gavin Newsom that would require state refiners to increase gasoline inventories and would also give the state additional control over refinery maintenance programs. How much does California's b…

1
All Things Aviation: The many pieces of SAF policy and production (part 3) 22:18

19d ago22:18

22:18

This is episode 3 of All Things Aviation, a special six-part series focussing on the dynamics, trends and outlooks in the aviation sector. In this episode, Sophie Byron, global director of biofuels pricing at S&P Global Commodity Insights, and Tom Washington, senior news writer covering biofuels in the EMEA region, are joined by Ina Chirita and Jam…

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Urban mining: Digging for value in electrification waste 23:40

23d ago23:40

23:40

This episode of Energy Evolution features an interview with Corrado De Gasperis, Chairman and CEO of Comstock Inc., who explains the company's shift from a focus on precious metals mining to new business lines as well, including urban mining and recycling materials from end-of-life electrification products and solar panels. Comstock aims to commerc…

1
EMEA crude spot markets navigate volatility amid Middle East escalation 15:14

24d ago15:14

15:14

As oil derivatives and futures contracts navigate volatile seas, how are the more prompt physical spot markets reacting to an expected return of Libyan supply amid other regional developments? Join Joel Hanley in this episode of the Oil Markets podcast as he engages with market experts Luke Stuart, George Delaney, and Joey Daly. They explore the im…

1
The (flight) path to net zero with sustainable aviation fuel 35:26

1M ago35:26

35:26

As airlines look to decarbonize and governments crack down on heavy industry carbon emissions, some in the aviation industry are turning to sustainable aviation fuel (SAF). In this episode, correspondents Camellia Moors and Camilla Naschert speak with experts from across the SAF industry about what SAF is, how it’s being used, its potential to curb…

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Oil demand in India and China: A tale of two nations in the New Energy age 17:45

1M ago17:45

17:45

Oil demand in India and China—the two Asian giants—was a key topic of discussion at the Asia Pacific Petroleum Conference. China's oil demand going forward remains a significant concern for oil-producing nations as oil consumption from Asia’s largest economy is waning amid weaker-than-expected economic growth and ongoing property woes, a double wha…

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Direct-reduced iron: India carving its path to meet 'green' steel ambitions 13:49

1M ago13:49

13:49

India has maintained its position as the world's largest producer of direct-reduced iron (DRI) for several years. As the global race to accelerate energy transition efforts intensifies, DRI has gained prominence due to its potential for reducing carbon emissions in energy-intensive sectors like steel. Recognized as a key pathway to 'green steel,' D…

1
How the US government is charging up the American battery industry 42:47

1M ago42:47

42:47

The US Department of Energy is on a roll when it comes to backing the US domestic battery industry. In July, the agency’s Loan Programs Office announced a conditional commitment of up to $1.2 billion for a direct loan to battery separator, extruder, and engineering services company ENTEK to finance a lithium-ion battery separator facility in Indian…

1
Europe's refining crisis: Grangemouth’s closure and its ripple effects 23:07

1M ago23:07

23:07

The impending closure of Grangemouth, one of the last six refineries in the UK, raises urgent questions about the future of Europe’s refining landscape as profitability declines. Our experts examine the challenges facing the European downstream sector, including evolving supply chains and the impact of energy transition trends. In this Oil Markets …

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What to watch as hydrogen moves into execution phase 22:14

1M ago22:14

22:14

On this week’s episode of Energy Evolution, S&P Global Commodity Insights hydrogen specialists Shankari Srinivasan and Catherine Robinson discuss their research on the current state of the hydrogen industry just a few weeks before World Hydrogen Week, which will take place Sept. 30- Oct. 4 in Copenhagen. While the mood has been dampened by project …

1
Growing non-OPEC crude output pulls plug on price rally 25:53

2M ago25:53

25:53

Crude futures prices have tumbled recently in part as supply expectations are outweighing demand forecasts. On the supply side, non-OPEC crude production has been rising, driven largely by output gains in the US, Canada, Guyana and Brazil. On the demand side, slowing economic growth, notably in China, has reduced the expected need for crude, at lea…

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All Things Aviation: CORSIA and the future of carbon markets in aviation (part 2) 24:23

2M ago24:23

24:23

This is episode 2 of All Things Aviation, a special six-part series focusing on the dynamics, trends, and outlooks in the aviation sector. In this episode, Marie-Louise Du Bois, head of the global carbon pricing team is joined by S&P Global Commodity Insights experts Dana Agrotti, low carbon market lead analyst, Agamoni Ghosh, managing editor, glob…

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A closer look at Utah project converting renewables into hydrogen for later use 29:08

2M ago29:08

29:08

Today's episode of Energy Evolution is all about the Advanced Clean Energy Storage project in Delta, Utah. ACES will use electrolysis to convert renewable energy into hydrogen and store it so that the otherwise intermittent resources will be dispatchable on demand from storage in large salt caverns underground. The first project will convert and st…

1
Market-moving Libya back in the spotlight 16:27

2M ago16:27

16:27

Since the politically motivated suspension of crude oil production in Libya on August 26, the oil markets have experienced a heightened level of volatility, with price fluctuations depending on almost every new headline. In this episode of the Platts Oil Markets Podcast, Joel Hanley is joined by reporters Charlie Mitchell and Luke Stuart to delve i…

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How an AI-powered robot is speeding up solar installation 14:32

2M ago14:32

14:32

This week's episode of Energy Evolution features a conversation with Deise Yumi Asami, the founder of Maximo, an AI-powered robot that automates the heavy lifting for placing and attaching solar modules. The project is being run by AES Corp., a Virginia-based utility and power generation company. In the episode, Asami explains how the robot uses AI…

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APPEC to shine spotlight on how Asia is navigating a multi-faceted energy future 26:07

2M ago26:07

26:07

Emerging trends in Asian oil consumption centers, enhancing energy security and the decarbonization strategies Asian countries are pursuing will be some of the themes in focus at the Asia Pacific Petroleum Conference or APPEC 2024, by S&P Global Commodity Insights, which is scheduled to take place from September 9-12 in Singapore. In a wide-ranging…

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All Things Aviation: Post-pandemic economics, geopolitics and infrastructure (part 1) 20:03

2M ago20:03

20:03

This is episode 1 of All Things Aviation, a special six-part series focusing on the dynamics, trends and outlooks in the aviation sector. In the first episode of this Future Energy miniseries, S&P Global Commodity Insights scenarios and aviation experts Roman Kramarchuk, Paul McConnell and James Simpson set the stage, discussing the global state of…

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Adair Turner on Trump 2.0, Chinese solar panels and the hydrogen hype 34:56

2M ago34:56

34:56

This week on Energy Evolution we hear from Lord Adair Turner, British businessman and former chairman of the UK Financial Services Authority. Turner is now heading up the Energy Transitions Commission, an industrial collective. He tells Taylor Kuykendall and Camilla Naschert about the risks he sees for America's climate goals if Donald Trump is re-…

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China's slowing economy spells a downturn for US crude exports 17:46

2M ago17:46

17:46

Economic growth has slowed in China, cutting into US crude exports and softening spot price differentials for US Gulf Mars crude. The expected supply surplus stemming from reduced Chinese buying has also helped to cushion the bullish impacts of the ongoing war between Israel and Hamas, keeping oil futures in a well-worn range. Jeff Mower speaks wit…

1
The business case for solar power in the US energy transition 35:45

2M ago35:45

35:45

Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns. In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect …

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Can OPEC+ hold its nerve on supply as demand stutters? 20:51

2M ago20:51

20:51

OPEC’s latest and eagerly watched monthly oil market report, which presented a softer near-term demand outlook compared to its July forecasts, has coincided with a dip in oil prices at a time when the group has made clear its intention to gradually reintroduce supply to the market. Can OPEC and its allies remain calm in the face of a sluggish deman…

1
Exploring the unprecedented growth of global solar PV 24:10

3M ago24:10

24:10

Global installed capacity of solar photovoltaics has grown at an extraordinary pace in recent years as countries strive to meet approaching decarbonisation targets, meaning that the technology is having an ever-increasing part in electricity mixes worldwide. In this episode of the Platts Future Energy Podcast, solar market reporter Lena Dias Martin…

1
What it means to be green: Steel market lacks consensus on what low-carbon looks like 43:03

3M ago43:03

43:03

“Green steel” is becoming an increasingly desirable product around the world as more end users establish decarbonization goals and legislation like the EU’s carbon border adjustment mechanism (CBAM) goes into effect. But with no single definition, steel market participants are having to come up with their own standards as they pursue lower-carbon s…

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Venezuela’s oil future is up for grabs in election contest 11:38

3M ago11:38

11:38

The future of Venezuela's oil industry is in the crosshairs of a political battle. Current president Nicolás Maduro is fighting to maintain power following a contested July 28 election, and protests have caused gasoline shortages in the country, where supply is already limited by low refinery run rates. While crude production has held up, Venezuela…

1
Direct air capture may sound like science fiction, but investors are taking it seriously 15:15

3M ago15:15

15:15

Vacuuming CO2 out of the atmosphere may be possible, but at a cost of nearly $1,000 per metric ton of carbon captured and stored. Nevertheless, direct air capture is attracting serious investment from the US government, oil and gas companies and Microsoft. In this episode of Energy Evolution, hosts Taylor Kuykendall and Dan Testa and reporter Siri …

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Shifting flows: US diesel displaces Middle Eastern supply to Europe 14:00

3M ago14:00

14:00

In July, US diesel exports to Europe surged to multi-year highs, displacing Middle Eastern flows due to inverted arbitrage economics and a bearish near-term outlook for the commodity in Europe. In this episode of the Platts Oil Markets Podcast, host Joel Hanley is joined by Robert Perkins, Nadia Bliznikova, and Rebeka Foley to explore the latest de…

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Unintended consequences: When politicians reshape utility regulation 15:36

3M ago15:36

15:36

In this episode of Energy Evolution, host Taylor Kuykendall and S&P Global Commodity Insights climate and energy reporter Karin Rives discuss the increasing involvement of state lawmakers in electric utility regulations and their impact on the power industry and ratepayers. Guests on today's show are Lillian Federico, a research director with Commo…

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Middle Eastern vs Russian crude - the tug-of-war to woo Indian refiners 18:10

3M ago18:10

18:10

Never before India's oil import basket has changed so dramatically as it has changed in the past three years. The sharp rise in the share of Russian barrels have displaced big volumes of Middle Eastern crude. And now, as Indian refiners start to explore the possibility of signing term deals for Russian crude, market players are looking for answers …

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Climate tech as economic driver — a chat with former US Commerce Secretary Bill Daley 21:41

3M ago21:41

21:41

In this episode of the Energy Evolution podcast, host Taylor Kuykendall interviews William "Bill" Daley, who was White House Chief of Staff under President Barack Obama and Commerce Secretary during the administration of President Bill Clinton. Daley joined Taylor to discuss the role of climate technologies in driving economic growth and job creati…

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How is Dangote's crude supply diversification disrupting global trade flows? 15:40

3M ago15:40

15:40

The Dangote refinery in Nigeria is poised to disrupt refined product flows in the Atlantic Basin just months after its long-awaited commissioning in early 2024. As the mega-refinery intensifies its search for crude sources beyond Nigeria's borders, significant changes are expected in the market. In this week's episode of the Oil Markets podcast, ho…

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Five years later, looking back at the Berkeley gas ban 26:04

4M ago26:04

26:04

In this episode of Energy Evolution, host Taylor Kuykendall is joined by Tom Dichristopher, senior reporter at S&P Global Commodity Insights, to discuss the movement to ban new gas hookups and require all-electric construction for new buildings. In 2023, a court struck down a gas ban in Berkeley, California, which was the first of its kind in the n…

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A jet-setting summer crowns a new king of the barrel 11:52

4M ago11:52

11:52

Summer flying season has taken over for summer driving season. Jet fuel prices and demand have surged to record levels in June and July, and US officials report record-high numbers of airline passengers. Gasoline and diesel demand have largely been in line with seasonal norms, but US West Coast prices and demand have been dinged by increased adopti…

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So you want to buy an EV: Moving past adoption barriers 17:29

4M ago17:29

17:29

Electric vehicles are growing in popularity in the US, but purchasing one can come with a host of hurdles to navigate, from tax credits to charger availability. In this episode of Energy Evolution, correspondent Camellia Moors interviews Bryan Birsic, CEO of Motor, about the challenges faced by EV drivers and headwinds to wider EV adoption. Backed …

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Navigating Russian oil flows amid tightening sanctions 11:40

4M ago11:40

11:40

The European Union’s decision on 24 June to target Russian shipping company Sovcomflot in its latest round of sanctions comes as ship tracking data shows a 5% monthly increase in seaborne crude oil exports through June. With changes to Russian crude and oil product exports in firm view for market participants, S&P Global Commodity Insights’ Frances…

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Of improving weather and slow demand – are wheat prices headed for a further fall? 18:05

4M ago18:05

18:05

In the global wheat markets, recent concerns over a major production cut in Russia, a key exporter, have sparked attention on the supply and demand dynamics. Neighbouring European producers are also facing similar concerns. Meanwhile, in Canada and Australia, weather developments in recent months have played a significant role in shaping production…

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Hot gas summer for a hot power market 13:25

4M ago13:25

13:25

With high temperatures moving through the US, multiple regions are preparing for gas and power price volatility. Gas supply constraints or cooling demand could result in power demand spikes. Data centers have been increasing power and gas requirements in some areas, power generators have been competing for gas supplies with LNG terminals along the …

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As the EU cracks down on 'forever chemicals,' is the energy sector prepared? 28:21

4M ago28:21

28:21

Also known as 'forever chemicals', PFAS materials can be found in frying pans and rain coats, but also in hydrogen electrolyzers and batteries. After a group of countries proposed a ban on PFAS chemicals in the EU in 2023, legislators are expected to restrict their use. On this episode, correspondent Camilla Naschert hears from scientists Christina…

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Is Asian jet fuel demand stalling as aviation recovery struggles for a lift? 12:29

4M ago12:29

12:29

The aviation sector post-pandemic recovery was seen as a bright spot for regional oil demand this year. However, with uneven recovery within the industry and underwhelming performance in key markets such as China, the growth in demand is expected to ease in the coming months. This demand slowdown could potentially send the jet fuel market into turb…

1
How are auctions unlocking Europe’s green hydrogen market? 24:07

4M ago24:07

24:07

A first wave of subsidy auctions for green hydrogen production in Europe has revealed early price signals and could kick-start the market after a long period of policy and investment delays. The recent European Hydrogen Bank auction results were much lower than expected, but will renewable hydrogen be much cheaper than previously thought, or will c…

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US government stepping into battery metals where private capital is hesitant 32:23

4M ago32:23

32:23

In this episode of Energy Evolution, the teams is joined by two special guests: Jigar Shah, the director of the Loan Programs Office of the US Department of Energy, and Jonathan Evans, the President and CEO of Lithium Americas. The US Department of Energy has shown interest in the metals and mining space, particularly in critical mineral mining and…

1
Road fuel availability dampens price sentiment ahead of US driving season 14:52

4M ago14:52

14:52

The Northern Hemisphere summer's regular star of the oil barrel, gasoline, has entered its traditional season of price strength with the market structure in contango and cracks far softer than usual for this time of year. With strong refinery production, rising inventories and a modest demand picture, Joel Hanley and frontline reporters Matthew Tra…

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Unlocking sustainable flight with hydrogen 26:49

4M ago26:49

26:49

Hydrogen fuel is gaining traction as a promising solution for decarbonizing the transport sector, particularly in challenging areas like aviation where electrification is limited. US government subsidies for low-carbon hydrogen production and the establishment of the Department of Energy’s seven hydrogen hubs are expected to drive low-carbon hydrog…

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