Best P Global Commodity Insights Podcasts (2024)

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

22m 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 …

1
EnergyCents- Sunburn: Solar sector seeks relief as supply outruns demand (Ep. 157) 30:08

1h ago30:08

30:08

Low-cost manufacturing of solar technologies has enabled one of the fastest growth trajectories of global low-carbon energy supply. The pace of growth, led by China, has led to both a glut in supply and protectionist measures from other countries looking to develop solar capabilities of their own. S&P Global expert Cormac Gilligan joins EnergyCents…

1
Can OPEC+ hold its nerve on supply as demand stutters? 20:51

2h 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

8h 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
EP.206 Danielle Smith, Premier of Alberta 31:12

3h ago31:12

31:12

In this episode of Energy Unplugged, we are delighted to welcome Danielle Smith, Premier of Alberta, discussing the Alberta energy and power landscape with our Managing Director for North America, Oliver Kerr. Danielle Smith, who was sworn in as the 19th Premier of Alberta in 2022, previously served as the Member of the Legislative Assembly for Hig…

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

7d 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…

1
Venezuela’s oil future is up for grabs in election contest 11:38

5d 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
EnergyCents- Change Makers: Diversified Energy SVP Doug Kris (Ep 156) 34:54

5d ago34:54

34:54

Diversified Energy owns and operates onshore natural gas wells in the United States and has built itself by acquiring the long-lived, non-core assets of other operators. The company prides itself on ensuring consistent free cash flows from operations; reducing its portfolio’s scope 1 methane emissions; and retiring end-of-life wells through its Nex…

1
EP.205 Katan Hirachand, Chief Executive & Chief Country Officer, Société Générale India 42:54

7d ago42:54

42:54

In this episode of Energy Unplugged, we are delighted to welcome Katan Hirachand, Chief Executive & Chief Country Officer of Société Générale India. Katan will be discussing project finance in India with our Managing Director responsible for our activities in the region, Dan Monzani. Katan oversees Société Générale’s Global Banking and Investor Sol…

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

13d 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 …

1
EnergyCents- Hotspot: The E&P race in the Atlantic Margin (Ep. 155) 35:19

12d ago35:19

35:19

The Atlantic Margin, the play between the west coast of Africa and the east coast of South America, is increasingly under the upstream spotlight. With high E&P potential in countries like Guyana, Suriname and Namibia, many major oil and gas players are keen to explore and invest. S&P Global experts Ford Tanner and Ida Hockerfelt join EnergyCents ho…

1
Shifting flows: US diesel displaces Middle Eastern supply to Europe 14:00

12d 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…

1
EP.204 Mateo Jaramillo, Co-founder & CEO, Form Energy 46:12

14d ago46:12

46:12

In this episode of Energy Unplugged, we're delighted to welcome Mateo Jaramillo, co-founder and CEO of Form Energy. Mateo joins our Managing Director for North America, Oliver Kerr, and Zachary Edelen, a Senior Associate from our Austin office, to discuss long-duration battery storage. Before co-founding and directing Form Energy, Mateo served as t…

1
Unintended consequences: When politicians reshape utility regulation 15:36

18d 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…

1
Middle Eastern vs Russian crude - the tug-of-war to woo Indian refiners 18:10

19d 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 …

1
EnergyCents Change Makers: Inspiration Mobility CEO Josh Green (Ep. 154) 36:43

19d ago36:43

36:43

Inspiration Mobility is the world’s first electric vehicle Fleet Management Company, or eFMC. The self-described “electrification accelerator” is backed by investment from Macquarie, Arclight Capital, and Ferrovial and offers solutions that include fleet management, charging-as-a-service (CaaS), and electrification finance. Inspiration Mobility CEO…

1
EP.203 Andrew Waranch, President & CEO, Spearmint Energy 35:50

21d ago35:50

35:50

In this episode of Energy Unplugged, we are delighted to welcome Andrew Waranch, President & CEO of Spearmint Energy, discussing the battery storage market with our Managing Director for North America, Oliver Kerr. Andrew brings over 25 years of experience in research, trading, and portfolio management across the electricity power markets. Before f…

1
Australian Graduate Analyst Programme Explained 21:58

23d ago21:58

21:58

Thinking of applying to our Australian Graduate Program? Listen in! In this episode, we sit down with Daniel Mechtersheimer and Michael Veld, Graduate Analysts in the 2024 cohort, to hear about their first-hand experience at Aurora. You'll hear about everything from the application process to the day-to-day responsibilities and projects. To learn m…

1
Climate tech as economic driver — a chat with former US Commerce Secretary Bill Daley 21:41

27d 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…

1
EnergyCents- Ep 153: Mingling molecules: RNG wins market share in heavy-duty trucking 34:21

26d ago34:21

34:21

Renewable natural gas (RNG) has been one of the fastest low-carbon fuels to reach commerciality in the United States because of its ability to leverage traditional gas infrastructure. RNG has also benefited from recent innovation in compressed natural gas (CNG) engines used in heavy duty trucking. S&P Global experts Tom DiChristopher and Greg Genet…

1
How is Dangote's crude supply diversification disrupting global trade flows? 15:40

27d 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…

1
EP.202 Buddy Rizer on Data Centre Demand and its Impact on Power Systems 45:37

28d ago45:37

45:37

In this episode of Energy Unplugged, we are delighted to welcome Buddy Rizer, Executive Director for the Department of Economic Development in Loudoun County, Virginia, USA. He discusses data centre demand and its impact on power systems with our Head of USA East, Julia Hoos, and Zachary Edelen, Senior Associate in our Research team. Buddy is large…

1
Five years later, looking back at the Berkeley gas ban 26:04

1M 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…

1
EnergyCents- Ep 152: Eyes on Tomorrow: The future of global oil & gas exploration 30:35

1M ago30:35

30:35

The future of global oil and gas exploration has been widely discussed recently, with the number of discoveries year on year for the past decade gradually declining. But with growing energy demands in emerging markets, a call to end 'energy poverty' and efforts to ensure energy security, exploration to boost companies' portfolios remains ever impor…

1
A jet-setting summer crowns a new king of the barrel 11:52

1M 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…

1
EP.201 Agnes da Costa, Director, Brazilian Electricity Regulatory Agency 45:42

1M ago45:42

45:42

In this episode of Energy Unplugged, we are delighted to welcome Agnes Maria da Costa, Director at the Brazilian Electricity Regulatory Agency (ANEEL). She joins our Managing Director for Iberia & LATAM, Ana Barillas, to discuss policies for the Brazilian electricity market, including capacity reserve auctions. Agnes has been a Director at ANEEL si…

1
So you want to buy an EV: Moving past adoption barriers 17:29

1M 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 …

1
Navigating Russian oil flows amid tightening sanctions 11:40

1M 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…

1
EnergyCents- Ep 151: Carbon advantage: Brazil leverages CO2 in bid to reduce oil emissions intensity 35:38

1M ago35:38

35:38

Brazil ranks among the world’s top 10 oil producers due largely to success in deepwater exploration and production. Much of the country’s oil production has high percentages of associated carbon dioxide and methane that are reinjected into producing reservoirs to improve recoveries and limit emissions. S&P Global Commodity Insights Brazilian Upstre…

1
Of improving weather and slow demand – are wheat prices headed for a further fall? 18:05

1M 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…

1
EP.200 Suman Bery, Vice Chairman, NITI Aayog 46:20

1M ago46:20

46:20

On our 200th episode of Energy Unplugged, which also marks our first India-focused episode, we are delighted to welcome a very special guest: Suman Bery, Vice Chairman of NITI Aayog. He takes a deep dive into the Indian market with Dan Monzani, Managing Director at Aurora, who oversees our activities in India. Mr. Bery is an eminent economist, acad…

1
Hot gas summer for a hot power market 13:25

2M 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 …

1
As the EU cracks down on 'forever chemicals,' is the energy sector prepared? 28:21

2M 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…

1
EnergyCents- Ep 150: Whack-a-mole: Car makers look to supply chain CO2 hotspots as EV emissions fall 27:46

2M ago27:46

27:46

Operating an internal combustion engine (ICE) vehicle traditionally accounts for about 75% of a car’s full lifecycle emissions. That percentage breakdown changes with the adoption of battery electric vehicles (BEV), which have zero tailpipe emissions. S&P Global Mobility expert Xi Wang joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss…

1
Is Asian jet fuel demand stalling as aviation recovery struggles for a lift? 12:29

2M 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

2M 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…

1
US government stepping into battery metals where private capital is hesitant 32:23

2M 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
EnergyCents- Ep 149: Hand in glove: The importance of carbon accounting in emissions reduction 31:54

2M ago31:54

31:54

Titans of industry have long embraced the concept that what gets measured gets managed. Reaching consensus on measurable items like benchmarks, milestones, and definitions of success can be some of the most challenging parts of any multi-stakeholder plan. S&P Global Commodity Insights' Simon Thorne joins EnergyCents hosts Hill Vaden and Sam Humphre…

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

2M 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…

1
Unlocking sustainable flight with hydrogen 26:49

2M 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…

1
Container market surge puts different pressure on Americas markets 17:25

2M ago17:25

17:25

Global container markets have endured a year of volatility not experienced since the global pandemic in 2020-2021, anchored by the complexity for supply chains as carriers loop around the Cape of Good Hope. Now that demand is ushering back into markets in a period of restocking, rates have surged upwards for North and South American import markets …

1
Europe has voted – What does the rightward shift mean for energy? 16:33

2M ago16:33

16:33

Right-wing parties have made gains in the EU parliamentary elections this past week, but a coalition of centrists remains likely. Correspondent Camilla Naschert tells host Taylor Kuykendall what the result means for energy policymaking in the 27-member bloc. The main message: Net zero is still on, but the pace of climate lawmaking may slow in comin…

1
EP.199 Flemming Sørensen and Ángel Sanz on the PPA Market in Europe 21:43

2M ago21:43

21:43

In this episode of Energy Unplugged, we are delighted to welcome Flemming Sørensen, Vice President for Europe, LevelTen Energy, and Ángel Sanz, Head of Energy Markets Iberia, ENGIE, analysing the Power Purchase Agreement (PPA) market in Europe with our Managing Director for Iberia & LATAM, Ana Barillas. This episode was recorded at the LevelTen Ene…

1
EnergyCents- Ep 148: Going Dutch: Heat pumps win market share in Netherlands decarbonization plan 28:59

2M ago28:59

28:59

Heat pump sales jumped 36% in the Netherlands in 2023, thanks to government incentives promoting the decarbonization of residential construction. S&P Commodity Insights experts Alexandre Mace and Francesco d’Aveck join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rationale behind government planners’ heat-pump promotion and co…

1
Atlantic Canada’s offshore oil potential 15:04

2M ago15:04

15:04

Canada’s Newfoundland and Labrador province is sitting on an estimated 124 billion barrels in offshore crude reserves with access to global export markets, but needs investors to bolster output. Pulling in investors will likely be difficult considering other offshore opportunities in the Americas, including Guyana and Brazil. Will Equinor Canada ta…

1
EP.198 Aurora experts on the New Renewable Electricity Support Scheme in Northern Ireland 31:42

2M ago31:42

31:42

On this week’s Energy Unplugged episode, the Aurora team analyses the new Renewable Electricity Support Scheme in Northern Ireland. Salman Khan, Principal in our Oxford Advisory team, welcomes for the discussion our colleagues Steph Unsworth, Senior Associate and Product Manager for I-SEM, and Michael Joos, also Senior Associate manager of the proj…

1
Field to fork: Unpacking feed and meat demand in Asia and the Middle East (part 2) 17:20

2M ago17:20

17:20

Meat consumption is soaring globally, driven by population growth, rising incomes, and dietary preferences. As emerging markets embrace protein-rich diets, demand for feed grains intensifies, and the weather, government policy, animal disease and other factors can have major impact on both industries. For the second installment of this two-part ser…

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

2M 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

3M 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
EnergyCents- Ep 147: In the air tonight: the genesis of DAC business models 35:27

2M ago35:27

35:27

Direct Air Capture technology, or DAC, is garnering increased attention as project developers raise funds with ambitions of deployment at commercial scale. S&P Commodity Insights’ Experts Paola Perez Peña and James Gutman join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the potential role of DAC technology in decarbonizing hard-t…

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