Energy Evolution

Latest Episodes:

Energy Evolution crew previews energy transition themes to watch for in 2024 Dec 29, 2023

Show notes

In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall dive into the latest trends in the energy transition and their impact on the energy and mining sectors as we kick off 2024. Joining them are correspondents Camilla Naschert and Camellia Moors, who share their insights on the rapidly changing landscape of energy production and consumption.

With the world moving towards more sustainable energy sources, the hosts and correspondents discuss how companies in the energy and mining sectors adapt to these changes. They also explore the challenges and opportunities for these industries as they strive to stay ahead of the curve.

Tune in to Energy Evolution to stay up-to-date on the energy transition and its far-reaching implications.

Communication technology and its role in the energy transition Dec 22, 2023

Show notes

In this episode of Energy Evolution, reporter Taylor Kuykendall interviews Ken Rabedeau, the Chief Technology Officer for Energy, Transportation and Public Sector at Nokia. Ken discusses Nokia's role today in the energy transition and how communication technology is helping industries such as the electricity, oil, gas, and mining sectors, to build more sustainable and cleaner business practices. Ken also shares insights on the concept of Industry 4.0 and how it empowers critical industries to blend the physical and digital, as well as the role of artificial intelligence in the energy transition. The interview also covers cybersecurity, mining, and Nokia's efforts to reduce emissions.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

It's blue-sky thinking for sustainable aviation fuel markets Dec 19, 2023

Show notes

There's just over a year to go until the EU introduces its sustainable aviation fuel mandate. S&P Global Commodity Insights' Seb Lewis, associate director for biofeedstocks and biofuels consulting, speaks with Stephen Li, associate director for biofuels research and analysis, and Simone Burgin, associate editor for biofuels pricing. The team discusses the current state of the SAF market and HEFA fuels, developments in advanced biofuels and PtL pathways, feedstocks, and the current state and future paths of SAF pricing.

Related prices:

Sustainable Aviation Fuel CIF ARA Premium $/mt (AJNWF00) UCO (RED) FOB ARA $/mt (AUCOA00)

The startups grappling with wind power’s recyclability problem Dec 15, 2023

Show notes

Wind turbines are widely recyclable – apart from their large rotor blades. As more wind farms get decommissioned, more blades end up in landfill or get burned, making recycling one of the industry’s biggest PR and sustainability challenges.

Developers also pay increasing attention to emissions in the production of steel for towers.

Two start-ups, Germany’s Voodin Blades and Sweden’s Modvion, say they have found solutions – by making the components entirely out of wood. Energy Evolution correspondent Camilla Naschert discusses this with CEOs Tom Siekmann and Otto Lundman.

Tackling the challenge of tracking Scope 2 emissions Dec 08, 2023

Show notes

Scope 2 emissions are indirect greenhouse gas emissions from the consumption of purchased electricity, heat, or steam. In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall bring on guest Marek Zhang, vice president of operations and service delivery at CFEX, to discuss the company's decarbonization platform that helps businesses account for and track Scope 2 emissions. Zhang explains the challenges surrounding Scope 2 emissions, such as limited control, complex accounting and reporting processes, and lack of transparency.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

US utility execs share plans for continuing the energy transition amid rising costs Dec 01, 2023

Show notes

This episode of Energy Evolution is all about utilities' capital plans and how they are adapting to the current economic climate. The episode features Darren Sweeney, a senior reporter in the S&P Global Commodity Insights newsroom, who attended the Edison Electric Institute Financial Conference in Phoenix and interviewed executives from Duke Energy, Exelon, and NiSource about their plans for the future. The executives discussed how they are navigating the energy transition and working to keep costs down for their customers in this high-cost environment, and also shared insights on potential growth opportunities and newer technologies like hydrogen and small modular reactors.

Energy Evolution guests this episode are Shawn Anderson, executive vice president and CFO at NiSource in Indiana; Brian Savoy, executive vice president and CFO at North Carolina-based Duke Energy; and Jeanne Jones, the executive vice president and CFO at Chicago-headquartered Exelon. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Trash to Treasure: The role of UCO and POME in energy transition Nov 29, 2023

Show notes

Waste feedstocks in the form of Used Cooking Oil and Palm Oil Mill Effluent have been hitting headlines in the biofuels sphere – touted as the next generation of energy feedstocks. Feedstock flexibility appears to be a dominant trend over the next few years, and legislations across many countries look set to propel demand of waste-based feedstocks.

In this podcast, Asia’s managing editor Takmila Shahid, markets editor Nurul Darni, together with Head of Asia agriculture and metals news team, Rohan Somwanshi, and biofuels analyst Chua Wei Jun, discuss the rising appeal of UCO and POME as the coveted biodiesel feedstocks, recent market trends, trade flows and legislations that drive demand for these feedstocks.

Emerging battery technologies: Alternative long-term energy storage solutions on the rise Nov 22, 2023

Show notes

The growing use of renewable energy and the phasing out of fossil fuels is creating a large flexibility gap that needs to be filled by clean technologies such as energy storage. Long-term storage technologies are critical to solar and wind power, addressing the challenge of intermittency.

While lithium-ion stands as the incumbent, scaling it for extended durations proves costly. Alternative solutions poised to fill this role will need to demonstrate scalable manufacturing and large-scale deployments to meet soaring demand.

In this special miniseries of the Platts Future Energy podcast, metals engagement lead Jesline Tang and energy storage analyst Susan Taylor join metals markets reporter Euan Sadden to discuss the evolving landscape of alternative long-term storage technologies, their impact on the battery sector, and how they compare to existing lithium-ion battery systems.

For more information, visit https://www.spglobal.com/commodityinsights/en

The path to net-zero: An overview of efforts across commodity companies Nov 17, 2023

Show notes

In this week's episode of Energy Evolution, the hosts discuss a new series of articles out of the S&P Global Commodity Insights' newsroom that examines how some of the largest companies in the world are working to achieve net-zero carbon emissions by 2050 or sooner. Co-hosts Dan Testa and Taylor Kuykendall summarize some of the findings of the team's reporting before interviewing correspondents Camellia Moors and Camilla Naschert about their reporting on net-zero efforts in the European power and global metals and mining sectors. The episode also features an interview with Pedro Martins Barata, associate vice president for carbon markets and private sector decarbonization at the Environmental Defense Fund, on the state of industrial decarbonization. He talks about the different major features of decarbonization plans that companies might have and the role of policy in placing pressure on these industries to decarbonize.

COP28 is a pivotal moment for carbon markets: can countries move forward on Article 6? Nov 15, 2023

Show notes

Article 6 of the Paris Agreement is seen as an essential enabler of international emissions trading, providing countries and businesses with a key pathway to meet and accelerate their climate goals.

However, many key decisions and rules around the use of Article 6.2 and Article 6.4 need to be clarified at the COP28 climate summit in Dubai in order to move carbon markets forward.

S&P Global Commodity Insights' experts Dana Agrotti, Vandana Sebastian and Eklavya Gupte explore some of the complexities of Article 6 and its implications for both the compliance and voluntary carbon markets.

Related price assessments: CNHDD00 - Platts Household Devices ANBAA00 - Platts Nature-Based Avoidance CNRED00 - Platts Renewable Energy

Related podcasts: ESG Insider: What to expect from COP28, the UN’s big climate change conference, with president Saugata Saha. Future Energy: Carbon credits seek to regain credibility amid growing scrutiny

Video series: What is the voluntary carbon market?

Further reading: Conversations at COP28 (Vandana Sebastian) UN Article 6.4 body fails to finalize carbon trade text, new meetings planned (Eklavya Gupte) Crunch time for UN carbon body to deliver clarity on Article 6.4 (Eklavya Gupte) COP28 presidency working to drive demand for high-quality carbon credits (Eklavya Gupte) INTERVIEW: COP28 director-general says progress on carbon markets needed to accelerate climate action (Eklavya Gupte)

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