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EnergyCents

S&P Global Commodity Insights

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IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
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Are you looking to level up your life, mindset and character? If so, it's time to take a brake from your day to build your life in a positive way! Billy has been through a lot of experiences, circumstances and scenarios and is passionate about sharing those to bring you further insight into your life. Join him on the journey of discovering and learning about the future together. Brake & Build Podcast will cover business learning, gaming, working out, nutrition, family, travel and much more.
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Host Brooking Gatewood sits down with Manuela Zoninsein, the CEO & Founder of Kadeya, winner of the Most Innovative Company in the Food and Beverage category for the 2024 Reusies. Learn the secret to Kadeya’s 99% bottle return rate, and how their patented closed-loop beverage system can eliminate single-use bottles forever while saving GHGs, elimin…
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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…
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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…
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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…
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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…
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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…
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Upstream was recently at GreenBiz’s Circularity 24 conference in Chicago, where as part of The Reusies, we organized a special panel discussion on the “secret sauce” to scaling circular systems. Bringing together thought leaders from multiple corners of the reuse and circular economy movement, Upstream’s CEO Crystal Dreisbach engaged panelists in a…
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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…
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When you hear the expression “the kids are alright,” it’s referring to Sophie Horvath and Joshua Swift-Rawal, students at Berkeley High School in California. The friends noticed that a lot of their favorite restaurants were using single-use products, despite new reuse laws in their city, and they decided to do something about it. They started a pro…
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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…
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Stadiums are high-leverage anchor venues for developing reuse ecosystems in metro areas. With around 350 million fans attending sports and other large-venue events each year in the US—and using approximately 3 billion single-use items—the social and business cases for shifting to reuse are becoming increasingly clear. The Green Sports Alliance has …
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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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Join us as we navigate the ins and outs of the negotiations for a global plastic pollution treaty with Jamala Djinn, Policy Advisor for Break Free From Plastic, and Rachel Radvany, Environmental Health Campaigner for the Center for International Environmental Law (CIEL). These stalwart strategists have been involved in all four of the “INC” (Interg…
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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…
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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…
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With a background and passion for youth mentorship and career development, Bryan Lewis leads GreenBiz.org’s Emerging Leaders program, which aims to elevate, cultivate and support the next generation of BIPOC leaders in the climate community. The Emerging Leaders will be featured at Circularity 24 in Chicago, where Bryan will also be emceeing the fo…
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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…
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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…
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From Hollywood sets to festival stages, this conversation with Dianna Cohen and Annie Rothschild Farman of Plastic Pollution Coalition is filled with inspiring examples of how all-star and up-and-coming artists, event planners, and activists are working together to change culture and reduce plastic pollution and waste at events. A great listen for …
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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…
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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 …
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The Town of Banff, located in Canada’s first National Park and UNESCO World Heritage Site, receives over 4 million visitors each year and has no landfills or recycling facilities—presenting both unique opportunities and challenges to achieving the Town’s goal of moving toward zero waste. In 2023, they passed a pioneering Single-Use Item Reduction S…
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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…
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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 …
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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…
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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 …
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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…
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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…
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The coalition Reusable LA has been actively advocating for a number of years on several policies pertaining to waste reduction and plastic pollution, including the switch to reuse for onsite dining. Upstream's Macy Zander interviews Reusable LA's co-leads, Alison Waliszewski of 5 Gyres and Emily Parker of Heal the Bay, to hear their key tips for ad…
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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…
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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…
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Even as we see increased momentum behind EPR, DRS and other policies involving reuse, the definitions of “reuse” are scattered and often ill-conceived. Now is the time to properly define reusable packaging—and especially differentiate between returnable and refillable packaging—in the policy context. Tune into this re-cast of Indisposable Live® (Up…
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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…
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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…
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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…
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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…
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Dr Lisa Erdle of the 5 Gyres Institute sits down with host Brooking Gatewood to talk about 5 Gyre’s recent Better Alternatives 3.0 report, covering their latest research into how well “compostable” and “biodegradable” plastics break down in various environments, potential pitfalls, promising contenders, and the role of smart material science and co…
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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…
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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…
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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…
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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…
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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…
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Learn about some of the most innovative reuse design work happening today with Ellie Moss and Dr. Dagny Tucker, the co-founders of Perpetual. Just two years in, Perpetual is laying foundations for long-term systems change to implement reusable foodware infrastructure in Ann Arbor, Michigan; Hilo, Hawaii; Galveston, Texas; and Savannah, Georgia. The…
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Listen in for our second discussion in this series on a Just Transition and its implications for the reuse economy—featuring highlights from a recent Alternative Economy report put out by the Center for Biological Diversity plus the INC-3 meetings in Nairobi. Guests Marcel Howard and Jessica Roff from the Global Alliance for Incinerator Alternative…
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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…
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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 …
  continue reading
 
A Just Transition to reuse focuses on putting people and planet first — so simple in theory, and not at all easy in practice. But we can all help amplify the stories that spotlight green jobs and best practices for a transition that include those who have been most marginalized by our throw-away economy. Listen in for a rich discussion with Brett N…
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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 …
  continue reading
 
Did you know? Just $28 worth of stainless steel forks can wipe out 5040 of their single-use counterparts in a school cafeteria. That’s how, one dollar at a time over the last 3 years, Plastic Free Restaurants has eliminated 9 million pieces of plastic from dining institutions around the country. Executive Director John Charles Meyer inspires us wit…
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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…
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