Best IHS Markit Energy Podcasts (2024)

1
EnergyCents- Ep 149: Hand in glove: The importance of carbon accounting in emissions reduction 31:54

6d 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
EnergyCents- Ep 148: Going Dutch: Heat pumps win market share in Netherlands decarbonization plan 28:59

13d 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
EnergyCents- Ep 147: In the air tonight: the genesis of DAC business models 35:27

21d 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…

1
EnergyCents- Ep 146: Refining the future: Wires and Barrels and Batteries (oh my!) 31:53

28d ago31:53

31:53

As electric vehicles increase their market share, so increases the transportation sector’s reliance on metals supply and downstream smelting capacity. How does this supply chain compare to that of traditional oil markets? S&P Commodity Insights’ Experts Stephen Jew and Mark Ferguson, focused respectively on liquids and metals, join EnergyCents with…

1
EnergyCents- Ep 145: Chickens and eggs: Hydrogen policy wrestles with demand, supply stimulus 31:55

1M ago31:55

31:55

Many governments are working to stimulate investments in clean hydrogen supply and/or demand, and trying to balance what can be competing priorities of support for climate and industrial lobbies. S&P Commodity Insights hydrogen and low-carbon fuels expert Brian Murphy joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the implicat…

1
EnergyCents- Ep 144: eRobot: Energy sector embraces AI in race to innovate and transform 31:28

1M ago31:28

31:28

Artificial intelligence (AI) is most commonly associated with the Silicon Valley and tech-sector giants. However, the energy sector is actively investing in and pioneering its own applications of AI to projects and processes. Dan Bennett, S&P Global Commodity Insights' head of technology and data, and Judson Jacobs, CI's executive director of energ…

1
EnergyCents- Ep 143: Ship shape: LNG poised for growth in a flat gas-demand world 30:51

2M ago30:51

30:51

Global LNG consumption is set to grow by about 2.5% per year from now until 2050. This growth occurs as global gas demand, inclusive of LNG, stays more or less flat. Madeline Jowdy joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss LNG’s continued global growth prospects and consider the geographies and projects within the value c…

1
EnergyCents- Ep 142: Power Per Capita: The electrification of developing economies 31:48

2M ago31:48

31:48

Electricity consumption in the world’s developing economies is generally less than about 2,500 kwh per capita, compared to about 10,000 kwh per capita in the more developed world. Consumption, as well as expectations of reliability, will increase as these economies grow. Silvia Macri and Allen Wang join EnergyCents with hosts Hill Vaden and Sam Hum…

1
EnergyCents- Ep 141: Data demand: US power sector responds to AI-driven growth 39:01

2M ago39:01

39:01

Power-hungry datacenters require access to reliable electricity to meet the increasingly digital needs of modern society. As society processes more data, more datacenters are being built, and more electricity is needed. Dan Thompson and Adam Wilson join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the impact of datacenters on the …

1
EnergyCents- Ep 140: Emerging markets: Comparing China and India’s energy-demand profiles 33:48

2M ago33:48

33:48

China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are watching to see if India will have a similar impact on energy markets in the coming years. Rashika Gupta and Karim Fawaz join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare China and I…

1
EnergyCents- Ep 139: Rationalization and Reinvention: Refiners and the prospects of peak oil 27:59

3M ago27:59

27:59

The global refining sector is approaching the end of its Golden Age as motor-fuel demand wanes in the developed world and large new-build projects in Nigeria and Mexico threaten Atlantic Basin margins. Hedi Grati joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss a global refining industry in flux and how the sector will adapt to …

1
EnergyCents- Ep 138: Truckin’: The long, strange trip of electric pick-ups 36:16

3M ago36:16

36:16

Americans love pick-up trucks, and the original equipment manufacturers (OEMs) that make them rely on their relatively high profit margins to fuel earnings. Darragh Punch joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss North America’s love affair with pick-up trucks and why electrifying them could be so important to mass EV ado…

1
EnergyCents- Ep 137: Electron exports: Singapore looks to its neighbors for lower-carbon power 32:22

3M ago32:22

32:22

Singapore, which relies on natural gas to fire nearly all of its power generation, has plans to increase to about 30% the share of renewables in its electricity mix by 2035. The island city-state lacks available landmass for large-scale solar and wind installations and intends to rely on neighboring countries to generate renewable power and export …

1
EnergyCents- Ep 136: Clearing the air: examining emission-mitigation business models 34:25

3M ago34:25

34:25

This week on EnergyCents, emissions expert Deb Ryan joins Hill Vaden and Sam Humphreys to talk about the implications of emissions mitigation across the business landscape, from investment in decarbonization technology and what projects are on the horizon. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/c…

1
EnergyCents- Ep 135: The Upstream Frontier (Pt 3): Suriname 31:46

3M ago31:46

31:46

Geologic and political borders are not always the same. Can Guyana’s success as an oil province extend to next-door Suriname? Siddhartha Sen and Isaac Nuti join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss offshore exploration activity in Suriname, and consider which projects may have the highest likelihood of extending Guyana’s c…

1
EnergyCents- Ep 134: The Upstream Frontier (Pt 2): Latin America’s Exploration Wells to Watch 30:32

4M ago30:32

30:32

Led most recently by Guyana, and Brazil before it, Latin America has been a remarkable success story for global oil exploration over the last 25 years. Flavio Fernandez and Jaka Hardiwinangun join EnergyCents with hosts Hill Vaden and Sam Humphreys to review Latin American exploration activity in 2023, and highlight the region’s high impact wells t…

1
EnergyCents- Ep 133: The Upstream Frontier: Profiling Africa’s High Impact Exploration Wells in 2023-2024 30:25

4M ago30:25

30:25

As measured by discovered volumes, Africa finished one of its worst exploration years on record in 2023. However, two of the wells being drilled in December – both in Namibia – came in successful in January 2024 and signal an auspicious start to the new year. Justin Cochrane returns to EnergyCents with hosts Hill Vaden and Sam Humphreys to review A…

1
EnergyCents- Ep 132: Speed limit: EVs navigate bumps in the road to mass adoption in the US 33:02

4M ago33:02

33:02

Sales of electric vehicles continued to rise in the United States in 2023, though the rate of adoption has been slower than many planners envisioned. Devin Lindsay joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the status of EV adoption in the US after a bumpy 2023, and flag trends to watch in 2024 as automakers transition the…

1
EnergyCents- Ep 131: New crude on the block: OPEC+ reckons with non-OPEC growth 29:35

4M ago29:35

29:35

Led by the Americas, supply growth from non-OPEC countries fully met the growth in global oil demand in 2023. This balance, along with wars in the Middle East and Ukraine, U.S. elections in November, and changing shipping patterns weigh on the minds of oil strategists in 2024. Aaron Brady and Ha Nguyen join EnergyCents with hosts Hill Vaden and Sam…

1
EnergyCents- Ep 130: Slow train coming: Nigeria’s Dangote refinery nears commissioning 36:05

5M ago36:05

36:05

At completion, Nigeria’s Dangote Petroleum Refinery will process 650,000 barrels per day and be the largest single-train facility in the world. The much-delayed refinery began accepting test deliveries recently as it moves closer to commercialization. Dan Evans joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the uniqueness of t…

1
EnergyCents- Ep 129: Dirty Secret: Coal demand continues to grow 27:06

5M ago27:06

27:06

Coal is widely considered a ‘dirty’ fossil fuel due to its high carbon intensity. The fuel is also relatively abundant and has enabled resilience within in an expanding, and transforming, energy sector. Dan Klein joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review coal’s record-setting 2023, and consider outlooks for the fuel as ene…

1
EnergyCents- Ep 128: Global LNG: A review of 2023 and outlook for 2024 26:56

5M ago26:56

26:56

The United States emerged as the largest LNG exporter in the world in 2023, and begins 2024 with the White House delaying decision on a new export facility. This, and other uncertainties, promise an interesting year for global LNG trade. Michael Stoppard joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review big events to hit the LNG m…

1
EnergyCents- Ep 127: Geothermal: Applying oilfield technology to advance emissions, resilience goals 33:58

5M ago33:58

33:58

Geothermal energy uses heat from the earth to, among other things, generate electricity and heat or cool buildings. S&P Global Commodity Insights experts Travis Hagler and Matthew Turner join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the opportunity for geothermal technology to generate continuous, low-carbon power, and outline…

1
EnergyCents- Ep 126: Top 10 Trends in 2024: Clean Energy Technology 29:40

6M ago29:40

29:40

Global Clean Energy Technology Investment is expected to reach US$750-800 billion in 2024, and continue to grow to nearly US$1 trillion by 2030. Sam Wilkinson and Francesco d’Avack join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss this prediction on spend, and nine other Clean Energy trends to watch in 2024. Learn more about S&P G…

1
EnergyCents- Ep 125: Holiday Special: Annual year-in-review and resolutions 36:44

6M ago36:44

36:44

In what has become an annual EnergyCents tradition, we welcome back experts Reed Olmstead and David Vaucher for our 5th annual year-in-review and resolutions episode. Hosts Sam Humphries and Hill Vaden check in to see how well we performed against 2023 expectations, consider some of the year’s biggest surprises, and share market predictions and per…

1
EnergyCents- Ep 124: Oil Markets: Review of 2023 and thoughts on 2024 36:38

7M ago36:38

36:38

Global oil traded within a price band in 2023 that largely supported both consumer mobility, and producer economics. Recent weeks have seen steady price declines as market participants consider outlooks for activity in 2024. Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to recap 2023, and flag the events and trends that will…

1
EnergyCents- Ep 123: North Sea Transition Series EP3: Carbon Capture and Storage 28:12

7M ago28:12

28:12

The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production. Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. North Sea expe…

1
EnergyCents- Ep 122: North Sea Transition Series EP2: Offshore Wind 35:06

7M ago35:06

35:06

The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production. Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. Offshore wind …

1
EnergyCents- Ep 121: North Sea Transition Series: Offshore E&P 27:51

7M ago27:51

27:51

The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production. Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. Sam Humphries …

1
EnergyCents- Ep 120: Gas play: European majors test boundaries of Eastern Med success 27:29

8M ago27:29

27:29

After initial enthusiasm, Eni and TotalEnergies announced unsuccessful results in October from the Qana-1 prospect in offshore Lebanon. Attention in the play shifts in the short-term to Cyprus, where Eni plans an appraisal well at its Cronos discovery. Upstream expert Sarah Haggas joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss…

1
EnergyCents- Ep 119: Consolidation: Pipeline deals reshape North America fossil-fuel infrastructure 27:37

8M ago27:37

27:37

More than $40 billion of North America pipeline deals were announced earlier this year as infrastructure owners reposition themselves for success in an evolving energy landscape. Infrastructure investment expert Greg Garneau joins EnergyCents with hosts Hill Vaden and Sam Humphreys to describe the evolution of North America infrastructure since 201…

1
EnergyCents- Ep 118: Local expertise: Energy security steers regional explorers to AsiaPac’s mature basins 24:37

9M ago24:37

24:37

Oil and gas exploration activity in the Asia Pacific region is increasingly focused on mature basins as energy security concerns motivate regional operators. Upstream expert Tony Dimabuyu joins EnergyCents with hosts Hill Vaden and Sam Humphreys the provide an overview of recent E&P activity in the Asia Pacific region, and identify some of the more…

1
EnergyCents- Ep 117: Power play: Vietnam looks to grow gas demand in electricity mix 29:46

9M ago29:46

29:46

Vietnam released its long-awaited Power Development Plan VIII (PDP8) in May 2023 outlining power-sector priorities to 2030, which includes a transition away from coal-fired generation. Vietnam energy expert Zhi Xin Chong joins EnergyCents with hosts Hill Vaden and Sam Humphreys the discuss what PDP8 means to the country’s natural gas sector, and im…

1
EnergyCents- Ep 116: Capital connections: Transmission investment on the Road to Net Zero 34:16

10M ago34:16

34:16

Spending on US transmission projects is increasing quickly, but still represents the smallest allocation of capital investment within North America’s power sector. Doug Giuffre and Chris DeLucia join EnergyCents with hosts Hill Vaden and Sam Humphreys to consider trends in transmission investment, and what to watch for as the North American power i…

1
EnergyCents- Ep 115: Climate Conversations - Energy matters headline Climate Week and COP28 31:57

10M ago31:57

31:57

Strategies to manage global climate and energy concerns are known to intersect, occasionally in conflict and often in alignment. Energy production will again be a focus of the upcoming climate-change conferences: Climate Week in New York City (17-24 Sept 2023) and COP28 in Dubai (30 Nov 2023-12 Dec 2023). Peter Gardett joins EnergyCents with hosts …

1
EnergyCents- Ep 114: Down Under: Australia digs in with CO2 storage initiatives 28:32

10M ago28:32

28:32

Australia has long relied on resource-extraction industries to grow its economy. Recent policies now look to leverage the country’s geology to store CO2 via Carbon Capture and Storage (CCS) projects. Technical Research Director Frankie Hulbert joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Australia’s recent efforts to priorit…

1
EnergyCents- Ep 113: New Dawn: Nuclear gets fresh look on back of renewables’ intermittency 34:11

11M ago34:11

34:11

Nuclear energy plants emit no carbon and can run twenty-four hours per day without relying on wind or sunlight. Recently big-name investors have put their celebrity – and money – behind innovations in Small Modular Reactors (SMRs) and fusion. North America Power Expert Steve Piper joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss…

1
EnergyCents- Ep 112: Hot Spot: Enthusiastic E&P industry watches Namibia after string of discoveries 32:55

11M ago32:55

32:55

Shell (Graff-1) and TotalEnergies (Venus 1-X) in 2022 each announced successful offshore exploration wells in Namibia’s Orange Sub-basin. Enthusiasm is high enough to warrant discussion that Venus has perhaps identified Africa’s 6th Super Giant oilfield. Upstream expert Justin Cochrane joins EnergyCents with hosts Hill Vaden and Sam Humphreys to di…

1
EnergyCents- Ep 111: Drive on: The acceleration of EV adoption 33:59

12M ago33:59

33:59

Government policy and, in many cases, consumer preferences are accelerating new sales of electric vehicles. Automotive expert Devin Lindsay joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rise of electric vehicles, and consider how this shift in mobility may affect automotive and energy industries going forward. Learn more …

1
EnergyCents- Ep 110: Dr. Copper: I’ve got my own Energy podcast to do 28:47

1y ago28:47

28:47

#Copper is often spoken of as having a phd because its price can be used to quickly diagnose global economic health. The #metal will also be key in realizing ambitions of an electrified, low-carbon future. Metals and Mining experts Ronnie Cecil and Kevin Murphy join EnergyCents with host Hill Vaden to discuss the role of copper in #electrification,…

1
EnergyCents - Ep 109: Expectations management: Oil markets wrestle with fresh uncertainties 32:31

1y ago32:31

32:31

China’s reopened economy, sidelined shale, and Russian sanctions all add fresh uncertainties to the supply and demand balances shaping global oil-price expectations. Oil Markets expert Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to consider the important variables ahead of the recent OPEC+ meeting in June, and discuss the …

1
EnergyCents- Ep 108: Bridge fuel: LPG looks to Africa for market expansion opportunities 29:31

1y ago29:31

29:31

Liquified Petroleum Gas (LPG), a byproduct of natural gas production and refined oil, is primarily used in cooking, transportation, and as a petrochemical feedstock. It burns cleaner than diesel and gasoline in transportation, and still competes with firewood for market share in developing economies. Natural Gas Liquids (NGL) expert Fernando Covas …

1
EnergyCents- Ep 107: Ghost fleet: Russian barrels find new paths to market 33:21

1y ago33:21

33:21

Western sanctions have attempted to limit the market opportunity for Russian oil following the country’s invasion of Ukraine more than a year ago. Barrels continue to access markets in, perhaps, unexpected ways. Shipping expert Rahul Kapoor joins EnergyCents with host Hill Vaden to discuss how Russian oil continues to access markets post-sanctions,…

1
EnergyCents- Ep 106: Long and winding road: India looks to net-zero by 2070 28:39

1y ago28:39

28:39

Almost 20% of the world’s population lives in India, which remains heavily reliant on higher emitting fuels for its energy supply. The potential opportunity for cleantech and decarbonization technologies is huge as the country work towards a 2070 net-zero target. India energy expert Sahil Ali joins EnergyCents with host Hill Vaden to outline India’…

1
EnergyCents- Ep 105: Molecule Managers: CCUS as an Upstream core competency, if in reverse 35:56

1y ago35:56

35:56

Carbon, Capture, Utilization and Storage (CCUS) is increasingly viewed as a key to the world meeting its climate goals. The multi-step technology, or technologies, somewhat uniquely leverages the upstream sector’s experience and expertise in geophysics, molecule management, and large-scale projects. CCUS expert Derek Gonsuron joins EnergyCents with…

1
EnergyCents- Ep 104: #Goals: Europe reconsiders energy priorities after weathering 2022 gas crunch 29:10

1y ago29:10

29:10

European energy markets largely dodged a crisis during the 2022-23 winter months thanks to the combination of functioning markets, policy influences, and warm weather. Energy expert Laurent Ruseckas joins EnergyCents with host Hill Vaden to recount Europe’s successful gas-market balancing act in 2022, and consider how the continent is preparing for…

1
EnergyCents- Ep 103: Offshore ambition: Brazil, Petrobras prepare for the energy transition 29:37

1+ y ago29:37

29:37

Petrobras emerged a leader in offshore oil in gas on the back of exploration success throughout the early 2000s, which also coincided with the first presidency of Luiz Inácio Lula da Silva (2003-2010). Lula won re-election in 2022, and promises to prioritize the development of low-carbon energy through its state-owned oil company. Energy Supply Cha…

1
EnergyCents- Ep 102: Embarrassment of Riches: How the Upstream sector responds to an influx of cash 34:20

1+ y ago34:20

34:20

Buoyed by high commodity prices in 2022, the global upstream sector enters 2023 with a high-class cash-flow problem: what to do with all this money. Among other ideas, governments suggest windfall-profits taxes, investors want dividends and buybacks, and environmentalists seek climate-directed investment. Upstream experts Raoul LeBlanc and Kevin Bi…

1
EnergyCents - Ep 101: It just keeps going: The evolving business models of battery and auto makers 28:52

1+ y ago28:52

28:52

Battery and automobile makers often look at the relationship between service stations and internal combustion engines as business-model analogues to solve electric vehicles’ duration and distance challenges. But are these the right analogues? Cleantech experts Sam Wilkinson and George Hilton rejoin EnergyCents this week to discuss business-model al…

1
Energy Cents - Ep 100 : Alphabet Soup - ESG as Efficiency, Standardization, and Globalization 28:53

1+ y ago28:53

28:53

Environmental, Social, Governance (ESG) investment themes fell out of favor in 2022 as concerns around things like energy security and Wall Street’s motivation captured the attention of investors and governments. Peter Gardett rejoins EnergyCents this week to discuss the changing narratives of ESG and consider how those shifts may (or may not) affe…

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