Energy Evolution

With ample renewable resources, several African markets are tipped as key suppliers of green hydrogen for European industry. In this episode of Energy Evolution, hydrogen analyst Oghosa Erhahon and clean energy investor Kevin Anderson lay out which regions have the biggest potential, which constraints need to be tackled and how to ensure investments benefit local stakeholders. Beyond the export potential, markets in Africa may also develop significant local off-take for green hydrogen and its derivatives, the experts tell correspondent Camilla Naschert.  Subscribe to Energy Evolution to stay current on the energy transition and its implications.

A proposal by Pacific Gas and Electric and real estate developer Westbank aims to connect datacenters and up to 4,000 new residential units in a net zero district energy system in downtown San Jose, California. The project could be a blueprint for tackling AI-driven datacenter demand and the need for housing. In this episode, Mike Medeiros, PG&E's vice president of South Bay delivery, talks with Dan Testa about the new project's possibilities. Subscribe to Energy Evolution to stay current on the energy transition and its implications.

In this episode, S&P Global Commodity Insights reporter Eklavya Gupte reflects on the outcomes of UN climate conference COP29 in Baku, Azerbaijan in conversation with correspondent Camilla Naschert.  What has been achieved and how did the oil and gas nation do as a host? Subscribe to Energy Evolution to stay current on the energy transition and its implications.

In this episode of the Energy Evolution Podcast, host Taylor Kuykendall discusses climate litigation with legal experts Hannah Weisman, a professor of law at Penn State University, and Phil Goldberg, special counsel with the Manufacturers Accountability Project. Weisman argues that litigation is a crucial avenue for accountability in the face of legislative inaction on climate change, while Goldberg contends that courts lack the tools to effectively address broader policy issues and that litigation may divert attention from meaningful legislative solutions. The conversation highlights the differing perspectives on the role of the judiciary in climate action, with Weisman emphasizing the urgency of the crisis and Goldberg cautioning against using the courts as a primary mechanism for policy change. Subscribe to Energy Evolution to stay current on the energy transition and its implications.

In the latest episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall analyze the energy transition implications of Donald Trump's return to the presidency and the Republican control of Congress. They discuss potential shifts in energy policy, including anticipated deregulation that may benefit traditional energy sources while slowing the momentum for renewable initiatives. Key topics include the future of the Inflation Reduction Act, the outlook for offshore wind projects, and the evolving landscape for hydrogen and nuclear energy.  Subscribe to Energy Evolution to stay current on the energy transition and its implications.

In this episode of the S&P Global Commodity Insights Energy Evolution podcast, host Taylor Kuykendall interviews J. Clay Sell, the CEO of X-energy, a company focused on advanced small modular nuclear reactors (SMRs). X-energy is pioneering a new generation of nuclear technology that promises safer, more economical, and more efficient power generation. The episode follows the announcement of a recent $500 million Series C financing round led by Amazon. The two companies aim to develop over 5 GW of SMR power projects across the U.S. by 2039. The discussion covers the potential of SMRs, the importance of government support and the challenges of deploying this technology.  Subscribe to Energy Evolution to stay current on the energy transition and its implications.

In this episode of Energy Evolution, host Taylor Kuykendall engages with CEOs Jimmy Brock of CONSOL Energy and Randall Atkins of Ramaco Resources to discuss the evolving role of coal in the energy landscape. Although coal's share of US electricity generation has declined significantly, both executives argue that coal remains vital, particularly in steel production. They explore coal's diversification into new markets, including rare earth elements and advanced carbon products, while also discussing the future of carbon capture technologies.  Subscribe to Energy Evolution to stay current on the energy transition and its implications.

As more of the world’s power grids are supplied with renewables, accurate weather forecasting has become an increasingly important asset for power utilities. In this episode of Energy Evolution, correspondent Camilla Naschert speaks to Malte Rieck, meteorologist at Vattenfall, about the key parameters his team is watching, how AI is becoming a sharper tool for forecasting, and how extreme weather events may change the output profile of renewables fleets in the future.   Subscribe to Energy Evolution to stay current on the energy transition and its implications.

For this week's episode, Energy Evolution presents an episode of the Platts Commodities Focus podcast, another show in the network of S&P Global Commodity Insights' podcasts. Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whether Republicans or Democrats control Congress, the energy sector faces major potential shifts. There will be implications for supply chains, energy infrastructure, and the overall direction of US energy markets. Jasmin Melvin, senior editor and team lead for The Energy Daily, leads a discussion on what's at stake in the oil, gas, power and metals arenas with Commodity Insights reporters and analysts Zack Hale, Taylor Kuykendall, Starr Spencer and Anna Mosby. They examine the polarizing energy positions from the presidential candidates and how a potentially divided Congress could reshape energy policy. Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, routinely featuring the work of Commodity Insights journalists, including regular correspondent Camilla Naschert. 

In this episode of the Energy Evolution podcast, the focus is on the rise and fall of California solar pioneer SunPower, as well as its potential for a rebirth following a recent asset sale in its ongoing bankruptcy process. S&P Global Commodity Insights senior reporter Garrett Hering shares an interview with T.J. Rodgers, the former chairman of SunPower and founding CEO of Cypress Semiconductor, SunPower's former corporate parent. They delve into SunPower's history, its challenges, and the potential impact of its bankruptcy on the broader energy landscape and transition to lower-carbon energy. Rodgers, who has a long history with SunPower, shares his ambition to breathe new life into the company through the acquisition of key assets out of bankruptcy. Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, routinely featuring the work of Commodity Insights journalists, including regular correspondent Camilla Naschert.