Best SP Global Commodity Insights Podcasts (2024)

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

2h 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
How is Dangote's crude supply diversification disrupting global trade flows? 15:40

3h ago15:40

15:40

The Dangote project in Nigeria is poised to disrupt refined product flows in the Atlantic Basin by early 2024. As the mega-refinery intensifies its search for crude sources beyond Nigeria, significant changes are expected in the market. In this week's episode of the Oil Markets podcast, host Joel Hanley is joined by reporters Charlie Mitchell, Matt…

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

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

2d 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
So you want to buy an EV: Moving past adoption barriers 17:29

8d 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

9d 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
Of improving weather and slow demand – are wheat prices headed for a further fall? 18:05

10d 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
Hot gas summer for a hot power market 13:25

16d 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

16d 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
Is Asian jet fuel demand stalling as aviation recovery struggles for a lift? 12:29

19d 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

18d 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

23d 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

29d 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

25d 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

1M 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

1M 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
Atlantic Canada’s offshore oil potential 15:04

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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

2M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

3M 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

4M 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

4M 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

4M 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

4M 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

4M 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

4M 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…

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