Best SP Global Commodity Insights Podcasts (2024)

1
Increasing electric vehicle range with new semiconductor technology 13:47

8h ago13:47

13:47

In this episode of Energy Evolution, host Taylor Kuykendall interviews Dan Brdar, the CEO of Ideal Power. Ideal Power is developing a bidirectional semiconductor power switch with a wide range of applications, including electric vehicles, renewable energy and datacenters. The technology enhances energy efficiency and is starting to gain traction in…

1
Decoding the OPEC+ meeting: crude output increases in 2024 21:30

1d ago21:30

21:30

Oil prices slumped after OPEC+ announced deals to ease voluntary crude output cuts in the last quarter of 2024 and extend group-wide production quotas into 2025. Market watchers are now closely monitoring quota compliance, global oil demand forecasts and non-OPEC+ supply growth. In this episode of the Oil Markets podcast, S&P Global Commodity Insig…

1
Field to fork: US grilling season and Brazil’s role in beef trade (part 1) 13:36

4d ago13:36

13:36

Grilling season is underway in the US -- the world's largest producer and consumer of beef. Even so, per capita consumption of beef in the US has halved over the last 50 years. The US can now produce more beef with fewer head of cattle, but it has become reliant on imported beef. And Brazil has a herd of some 235 million head and now supplies the w…

1
Microreactors promise nuclear power anywhere, deliverable by truck 17:31

7d ago17:31

17:31

Today's episode of Energy Evolution, your podcast for all things energy transition, focuses on small micronuclear reactors and their role in the energy transition. Our guest, Jay Yu, is the founder of Nano Nuclear Energy. Their products include microreactors, which produce one to 20 megawatts of thermal energy that can be used directly as heat or c…

1
Mexico’s energy future hinges on election outcome 19:53

8d ago19:53

19:53

Mexico's presidential election on 2 June comes at a time of declining crude and natural gas production and uncertainty over the country's transition to cleaner fuels and more reliable power generation. If Claudia Sheinbaum wins, as is widely expected, will she continue Lopez Obrador's policy of restricting private sector involvement in Mexico's ene…

1
UK oil refining struggles in the age of energy transition 27:12

10d ago27:12

27:12

As election fever grips the UK, this Commodities Focus podcast looks at the country’s oil refineries as they grapple with the fast-changing process of energy transition, including shifting government targets, shrinking diesel demand, the rise of sustainable aviation fuel, and unrelenting competitive pressure from giant refiners around the world. In…

1
Bridging the gap between conventional energy resources and newer technologies 24:18

15d ago24:18

24:18

In this episode of Energy Evolution, host Taylor Kuykendall sits down with Emily Easley, CEO of Novus Energy Advisors. Emily, who hails from the Texas oil and gas fields, now works in the world of renewable energy. During their conversation, Taylor and Emily delve into the topic of bridging the gap between conventional fuels and new energy technolo…

1
Naphtha flow from Africa's Dangote refinery boosting product tankers 16:54

15d ago16:54

16:54

Nigeria's Dangote refinery, built at a cost of $20 billion and is Africa's largest, has started exporting naphtha to North Asian markets at a time when the clean tanker market is witnessing prolonged firmness. The naphtha flow from Dangote is adding to the ton-mile demand in the clean tanker sector and this could be boosting the clean tanker market…

1
Naphtha flow from Africa's Dangote refinery boosting product tankers 16:54

15d ago16:54

16:54

Nigeria's Dangote refinery, built at a cost of $20 billion and is Africa's largest, has started exporting naphtha to North Asian markets at a time when the clean tanker market is witnessing prolonged firmness. The naphtha flow from Dangote is adding to the ton-mile demand in the clean tanker sector and this could be boosting the clean tanker market…

1
Venture capital arm of mining giant Vale hunting for sustainable mining tech 27:19

22d ago27:19

27:19

In this episode of Energy Evolution, Taylor Kuykendall interviews Bruno Arcadier, head of Vale Ventures, the venture capital arm of international mining giant Vale. Vale Ventures aims to invest in cutting-edge technologies that will revolutionize the mining industry and make it more sustainable. The mining sector plays a critical role in the energy…

1
How are crude prices reacting to a lengthening Atlantic Basin market? 13:19

23d ago13:19

13:19

As European refineries return from seasonal maintenance, ample prompt supply in the North Sea, Mediterranean and West African crude markets suggests that the demand side of the equation remains firmly in the red. Joel Hanley is joined by crude editors Sam Angell, George Delaney and Joey Daly to discuss the implications of a crude-saturated Atlantic…

1
Maintaining reliability in the face of an increasingly complex US power grid 31:05

29d ago31:05

31:05

As utilities grapple with how best to expand the US electric grid to improve reliability and support technologies like electric vehicles, they’re turning to a host of technologies like grid storage and AI that can help with planning and managing new demands. On this week’s episode, co-host Taylor Kuykendall and correspondent Camellia Moors speak wi…

1
Diesel flows shift as Brazil fuels up 16:15

1M ago16:15

16:15

Diesel imports into Brazil have risen in recent months, but remains below a recent peak seen in January as the South American country deals with new payment terms for Russian barrels. Not only that, but Russian diesel supplies have tightened following drone attacks on Russian refineries by Ukraine. Will USGC refiners return to the #1 spot in supply…

1
Why sulfur markets face an upside risk from the energy transition 17:10

1M ago17:10

17:10

Sulfur is a crucial input for the fertilizer market. But, this byproduct of the oil and gas industry is also increasingly in-demand for processing key metals needed for the energy transition, such as copper and nickel. In this episode of the Platts Future Energy podcast, sulfur and sulfuric acid market reporter Matt Hoisch is joined by sulfur and s…

1
Amid ambitious expansion plans, India's steel production may face headwinds for raw material supply 22:11

1M ago22:11

22:11

The expansion in the Indian steel manufacturing capacity comes at an opportune moment for the industry as the country has witnessed massive infrastructure projects like construction of national highways over the past few years. Now, with the general elections underway in the country and if the incumbent government comes back to power, the thrust on…

1
Space-based solar: Vast promises and major challenges 34:06

1M ago34:06

34:06

Capturing solar energy in space promises 24/7 renewable energy at a competitive cost. But to get space solar to scale, scientists and engineers need to tackle questions around technology management in space, social acceptance of power beaming and ground infrastructure, as well as financing hurdles. On this week's episode of Energy Evolution, report…

1
WTI Midland’s inclusion into Dated Brent, one year on 14:03

1M ago14:03

14:03

In May 2023, the world's most important oil price benchmark, Platts Dated Brent, which is used to underpin the price of significant volumes of traded crude oil, saw the addition of the first non-North Sea crude stream into its deliverable basket of grades: WTI Midland. Since then, the benchmark has seen liquidity skyrocket, the addition of new face…

1
Indonesia’s rice import surge, ban on Indian exports: what lies ahead for rice markets? 17:07

1M ago17:07

17:07

The rice markets in Asia have seen new trends emerging with Indonesia importing rice, and India putting restrictions on their rice exports. Ripple effects have been felt in other major growing rice growing countries such as Pakistan and Thailand. In this Commodities Focus episode, Elizabeth Thang, Managing Editor for Food and Agriculture is joined …

1
The century-old US law complicating offshore wind goals 23:48

1M ago23:48

23:48

A maritime law from 1920 prevents non-US ships from operating in and out of US ports. The problem for offshore wind? There are no large turbine installation ships under US flag yet. In this episode of Energy Evolution, we hear from industry experts how the Jones Act affects a fledgling offshore wind buildout and how developers found workarounds to …

1
Battling high prices, oil diplomacy and upstream revival among priorities for India 22:47

1M ago22:47

22:47

The spotlight on India's oil sector has never been stronger. India's role in global oil markets is set to expand at a fast pace until the end of the decade, making it the biggest center for demand growth, according to the IEA. Refining expansion remains a key priority, but with a tilt towards petrochemicals, and the country’s upstream strategy aims…

1
Does the UK need the North Sea for its energy future? 21:11

2M ago21:11

21:11

As a UK general election looms, energy security and the transition to net-zero are high on the agenda. In this episode of the Commodities Focus podcast, our experts sift through the policy options, from windfall taxes to licensing bans, and discuss why they matter, not just for the UK, but for Europe and beyond. Nick Coleman, senior editor for oil …

1
How renewables and AI drive cyber threats for utilities 26:25

2M ago26:25

26:25

Cyber threats are mounting for utilities' critical infrastructure assets globally. If used by savvy hackers, AI also provides new tools for those trying to disrupt power supply or extract data. Decentralization of assets through the rollout of renewables is growing the attack vector for malign actors, NERC SVP Manny Cancel tells Energy Evolution co…

1
Exploring West Africa's oil product flows in a changing refining landscape 18:53

2M ago18:53

18:53

Ahead of ARDA Week 2024 in Cape Town, South Africa, S&P Global Commodity Insights reporters Matthew Tracey-Cook, Kelly Norways and Elza Turner join Joel Hanley to discuss the changing dynamics of oil products markets in West Africa following the fresh development that Nigeria’s giant Dangote refinery has exported its first refined product cargo des…

1
Navigating the new and old: what lies ahead on India’s energy transition map? 36:01

2M ago36:01

36:01

India's energy transition strategy encompasses greater adoption of a wide range of renewable fuels to go with baseload coal for decades to come, with new policies on CCUS, carbon markets and power reforms set to play a role in the decarbonization of the third largest greenhouse gas emitter of the world. In this Platts Future Energy podcast, Consult…

1
Catching up with Innovators throughout the battery materials supply chain 24:08

2M ago24:08

24:08

Wrapping up the series of episodes featuring interviews gathered at CERAWeek by S&P Global, co-host of Energy Evolution Taylor Kuykendall shares bits of conversations with executives from new, innovative companies across different parts of the battery materials supply chain. Guests on this episode are: Gabi Knesel, a senior vice president at Locus …

1
The price of delaying the US' Strategic Petroleum Reserve refill 16:41

2M ago16:41

16:41

The Biden administration recently said it was no longer looking to buy up to 3 million barrels of crude for August and September to refill the Strategic Petroleum Reserve, which was drawn down to prevent oil price spikes following Russia’s invasion of Ukraine. With oil prices lingering at $85/b to $90/b, what are the chances the Department of Energ…

1
National Grid, Portland General Electric CEOs share thoughts on the energy transition 34:26

2M ago34:26

34:26

Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference. In this episode of the Energy Evolution podcast, Maria Pope, President and CEO of Portland General Electric, and John Pettigrew, CEO …

1
Diesel and tanker markets react to bombed Russian refining infrastructure 13:31

2M ago13:31

13:31

A sharp increase in Ukrainian drone attacks on Russian energy infrastructure has those in the refined products markets looking at the near-term implications for export volumes, trade flows, freight rates and commodity prices. S&P Global estimates that Russian refineries with a combined nameplate capacity of over 1.6 million b/d nationwide have now …

1
Mitsubishi Heavy Industries America, Svante CEOs on the future of carbon capture 34:58

2M ago34:58

34:58

Energy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference. For this episode, Taylor sat down with Mitsubishi Heavy Industries America CEO Takajiro Ishikawa and Svante President and CEO Claude …

1
Catching up with the CEO behind the largest clean energy infrastructure project in US history 25:25

2M ago25:25

25:25

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 …

1
Oil production and carbon capture takeaways from CERAWeek 19:47

2M ago19:47

19:47

The 2024 CERAWeek by S&P Global conference just wrapped up in Houston, where oil industry executives were talking up, often aggressively, the need for oil and gas to remain in the mix during the transition to cleaner energies. They also discussed environmental solutions which will be needed to keep that oil flowing, namely the need for large-scale …

1
Energy transition insights from a former DOE Secretary and the COP24 President 37:57

2M ago37:57

37:57

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 an…

1
Bonus episode: At CERAWeek, oil producers seek incentives for energy transition 18:15

3M ago18:15

18:15

Oil industry executives at the CERAWeek by S&P Global conference were largely bullish on oil production growth, shedding recessionary concerns voiced the prior year. They were less enthusiastic about the pace of energy transition, citing the need for more certainty from governments on carbon pricing and other incentives. In this bonus episode of th…

1
Curbing emissions in the oil and gas industry 18:01

3M ago18:01

18:01

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 g…

1
Russia’s oil market under pressure from tighter sanctions, refinery attacks 13:25

3M ago13:25

13:25

In the midst of Vladimir Putin’s rubber-stamp re-election as Russian President through March 15-17, a tightening of G7 sanctions led by Washington has seen over 10 companies and dozens of vessels put on the sanctions list for price cap circumvention since October. In addition, the election coincided with a significant increase in Ukrainian attacks …

1
Virtual power plants and the future electric grid 15:05

3M ago15:05

15:05

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 …

1
Commodities leave crisis era as demand booms, economist says 38:33

3M ago38:33

38:33

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 mark…

1
Deconstructing the European carbon market's price slump 24:39

3M ago24:39

24:39

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 behin…

1
AI is changing the energy system, putting premium on flexibility 19:17

3M ago19:17

19:17

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…

1
Previewing 2024 cleantech trends ahead of CERAWeek 2024 20:58

3M ago20:58

20:58

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 Globa…

1
What's next for oil following China's announcement of its 2024 targets? 15:02

3M ago15:02

15:02

Economic power-house China has set out 10 targets for 2024, which is pro-growth for oil demand, keen on energy security, and prioritizing accelerated industry modernization and development of new productive forces. In this episode of Platts Oil Markets podcast, Managing Editor for refined oil products, Wanda Wang has invited China experts Grace Lee…

1
What's next for oil following China's announcement of its 2024 targets? 15:02

3M ago15:02

15:02

Economic power-house China has set out 10 targets for 2024, which is pro-growth for oil demand, keen on energy security, and prioritizing accelerated industry modernization and development of new productive forces. In this episode of Platts Oil Markets podcast, Managing Editor for refined oil products, Wanda Wang has invited China experts Grace Lee…

1
How are gas operators navigating the difficult gas environment in 2024? 13:14

3M ago13:14

13:14

Pressured by sub-$2/MMBtu prices, many US producers have decided to cut spending on gas-directed drilling and completion activity and to scale back production in 2024. But there are signs of price improvement along the futures curve in late 2024 and thereafter, due in part to the arrival of new LNG facilities, giving operators reason for optimism. …

1
Decarbonizing heavy industry with technology and policy 27:51

3M ago27:51

27:51

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 f…

1
Policies, politics and partings 23:12

3M ago23:12

23:12

After several great years, Capitol Crude is coming to an end. We want to thank all our listeners for tuning in and supporting us over the years. Going forward, you can find Jasmin and Kate contributing to other S&P Global Commodity Insights podcasts, including Platts Oil Markets, Commodities Focus, and Future Energy. For our last episode, American …

1
Red Sea crisis forces carriers and shippers to rethink strategies as cost of operation rises 27:15

3M ago27:15

27:15

Red sea crisis has forced carriers and shippers alike to adjust strategies. Container freight rates not only reached yearly high after receding throughout 2023 but carriers also seized a profit making opportunity they were looking for after the post pandemic lull. The change in this dynamic has forced shippers to again look for alternatives in the …

1
Lithium producers pump brakes on North American projects amid low prices 26:21

3M ago26:21

26:21

Lithium producers are pushing timelines out for project development in North America as global lithium prices sit near a three-year low after plunging from record levels in 2022. The change in sentiment has cooled off a red-hot market and cast doubt on the future of domestic lithium supply for North America’s electric vehicles and other energy tran…

1
Building from scrap: Fueling EV batteries with recycled materials 23:06

3M ago23:06

23:06

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 managem…

1
A North Sea tale: Diving into UK oil and the Dated Brent benchmark 16:28

3M ago16:28

16:28

Once a global powerhouse of crude production, the UK’s North Sea region saw its oil output decline accelerate to 12% in 2023, according to official data from the UK’s Department of Energy Security and Net Zero. The new figures come as the UAE’s Taqa revealed to S&P Global Commodity Insights that it plans to cease production at the Cormorant oil fie…

1
Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024 15:50

3M ago15:50

15:50

Wheat prices have been on a largely downward trend since the start of 2024 despite lower production in key exporters, Canada and Australia, and continued logistics concerns due to the wars in the Black Sea and the Red Sea. Does this imply the weight of a larger global supply in the year ahead and that the markets have adapted to a new normal amidst…

Podcasts Worth a Listen

SP Global Commodity Insights Podcasts

Podcasts Worth a Listen

Quick Reference Guide