Energy Evolution

Latest Episodes:

What to know about Africa's green hydrogen potential Dec 20, 2024

Show notes

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.

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All Things Aviation: SAF and the sticky issue of feedstocks (pt. 5) Dec 13, 2024

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In the latest All Things Aviation episode on the Platts Future Energy Podcast, Sarah Abu Bakar speaks with feedstock analysts Rob Hatchett and Wes Petkau along with biofuel research associate director Ji Yang Lum. The discussion highlights the implications of global biofuel policy uncertainty and the potential impacts that trade tariffs pose on feedstock flows, further complicating an already uncertain and fragmented market. The group takes a regional approach to briefly outline the current layout of key factors influencing SAF policy support.

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How connecting datacenters to new housing could help address two big issues in California Dec 13, 2024

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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.

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COP29 in oil and gas nation Azerbaijan – What was achieved? Dec 06, 2024

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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?

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Decoding COP29 – Key outcomes on carbon markets and climate finance Dec 03, 2024

Show notes

The UN Climate Change Conference took place against a backdrop of escalating geopolitical tensions and political divisions, yet it marked a significant step forward for carbon markets. For the first time in nearly a decade, nations reached a consensus on the rules for international carbon trading under Article 6 of the Paris Agreement.

World leaders also set new climate finance targets, with developed countries taking the lead in channeling at least $300 billion a year to developing countries by 2035, but many developing countries left the talks unimpressed.

In this episode, Eklavya Gupte, Roman Kramarchuk, Jonty Rushforth, and Ivy Yin analyse these key developments and explore their implications for climate policy, carbon markets, and the wider energy transition.

Links: Interactive: Platts Carbon Price Explorer

Are the courts an effective tool for climate action? Nov 22, 2024

Show notes

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.

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What the GOP sweep of the US election means for the energy transition Nov 15, 2024

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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.

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X-energy CEO talks small nuclear reactors, partnership with Amazon Nov 08, 2024

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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.

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All Things Aviation: Navigating jet fuel dynamics in a changing world (part 4) Nov 04, 2024

Show notes

In this episode of the Platts Future Energy Podcast, Gary Clark hosts downstream oil news managing editor Robert Perkins and head of aviation research James Simpson as they unpack the evolving landscape of jet fuel markets amid significant geopolitical and economic shifts.

From the pandemic's lingering effects on demand to the impact of the Russian-Ukraine conflict and Middle Eastern tensions, supply chains for jet fuel are under scrutiny.

Talking points range from the rise of Sustainable Aviation Fuel (SAF) and its potential to reshape the future of aviation, to the challenges posed by refinery closures and the need for strategic policy support. Join us for insights into the intricate balance of supply and demand in the aviation sector and what lies ahead for jet fuel markets.

US coal plants are fading, but miners still see a future for the black rock Nov 01, 2024

Show notes

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.

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