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

2h 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

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

4h 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

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

2d 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
EP.201 Agnes da Costa, Director, Brazilian Electricity Regulatory Agency 45:42

4d 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

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

9d 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

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

11d 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

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

16d 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

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

23d 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

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

1M 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

1M 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

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

1M 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

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

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

2M 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
EP.197 Chris Stark, Chief Executive, The Carbon Trust 46:50

2M ago46:50

46:50

In this episode of Energy Unplugged, we are delighted to welcome Chris Stark, Chief Executive of the Carbon Trust, discussing the UK’s climate targets with our Managing Director for the UK & Ireland and European Hydrogen, Dan Monzani. A world-renowned climate policy expert, Chris is the Chief Executive of The Carbon Trust, a global climate consulta…

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

2M 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
EP.196 Alice Delahunty on the Importance of Energy Networks in the Transition to Net-Zero 33:41

2M ago33:41

33:41

In this episode of Energy Unplugged, we are delighted to welcome Alice Delahunty, President of National Grid Electricity Transmission, in conversation with Rebecca McManus, Senior Associate and our Renewables Lead for the European Power Markets Research team. The discussion focuses on the importance of energy networks in the transition to Net-Zero …

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

2M 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
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
EP.194 Nicole Yazon on the Philippine Power Market 31:03

2M ago31:03

31:03

In this episode of Energy Unplugged, we are delighted to welcome Nicole Yazon, AVP for Strategy and deputy lead for the Corporate Strategy team at Aboitiz Power, analysing the Philippine power market with our Managing Director for APAC & California, Hugo Batten, and our Market Lead for Wider Asia, Patrick Tan. At Aboitiz Power, Nicole works with th…

1
EP.195 Prologis on the Sustainability and Decarbonisation Potential of the Logistics Real Estate Sector 29:22

2M ago29:22

29:22

In this episode of Energy Unplugged, we are delighted to welcome Vibhu Kaushik, Senior Vice President & Global Head of Energy, and Susan Uthayakumar, Chief Energy & Sustainability Officer, both at Prologis, in conversation with our Global Research Director, Richard Howard. The focus of the discussion is on the sustainability and decarbonisation pot…

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
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…

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