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

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Content provided by EnergyCents & Upstream In Perspective | SPGCI and P Global Commodity Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EnergyCents & Upstream In Perspective | SPGCI and P Global Commodity Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 hosts Hill Vaden and Sam Humphreys to compare the global oil refining complex with metals smelting and consider the challenges of long-lead times and not-in-my-backyard resistance when adding capacity to either sector.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

  continue reading

203 episodes

Artwork
iconShare
 
Manage episode 421210865 series 2258822
Content provided by EnergyCents & Upstream In Perspective | SPGCI and P Global Commodity Insights. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by EnergyCents & Upstream In Perspective | SPGCI and P Global Commodity Insights or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 hosts Hill Vaden and Sam Humphreys to compare the global oil refining complex with metals smelting and consider the challenges of long-lead times and not-in-my-backyard resistance when adding capacity to either sector.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

  continue reading

203 episodes

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