Energy Evolution

Latest Episodes:

Building a global green hydrogen ecosystem, featuring Plug Power Chief Strategy Officer Sanjay Shrestha Mar 31, 2023

Show notes

Plug Power is a company providing hydrogen fuel cell systems to power electric motors in place of conventional batteries. Energy Evolution co-host Taylor Kuykendall spoke with Plug Power General Manager of Energy Solutions and Chief Strategy Officer Sanjay Shrestha during the CERAWeek by S&P Global conference in Houston in early March. Tune in to their conversation about challenges in the hydrogen space, building out hydrogen supply chains, and the policy environment for green hydrogen projects.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Hitting net-zero targets across industries, featuring 8 Rivers President Damian Beauchamp Mar 24, 2023

Show notes

8 Rivers is a company providing net-zero solutions across a wide range of sectors, including the oil industry, the renewable sector and so-called hard-to-abate sectors such as cement and steel makers.

Energy Evolution co-host Taylor Kuykendall spoke with 8 Rivers President and Chief Development Officer Damian Beauchamp at the company's booth during the CERAWeek by S&P Global conference in Houston in early March.

Funding the energy transition, with Jigar Shah of DOE's Loan Program Office Mar 17, 2023

Show notes

An influx of public funding for energy transition technologies via the U.S. Inflation Reduction Act is keeping the U.S. Department of Energy quite busy.

S&P Global Commodity Insights' Energy Evolution caught up with Jigar Shah, director of the DOE's loan programs office. In this exclusive interview, Shah talks about the large-scale, all-of-the-above energy infrastructure projects his office is funding in the United States.

Battery makers and miners turn to blockchain to solve transparency concerns, incentivize investment Mar 10, 2023

Show notes

Pressure to improve metals supply chain transparency is growing, spurred by legislation as well as requirements set by end users like electric vehicle battery makers as they sign supply agreements with miners. At the same time, commodity producers are looking for ways to lure a new investor base to the industry. Supply chain participants are now turning to blockchain to help solve both problems.

Energy Evolution correspondent Camellia Moors spoke with the leaders of two companies at the intersection of blockchain-based technologies and commodities markets. This episode features interviews with Doug Johnson-Poensgen, founder and CEO of Circulor, which develops blockchain track and trace systems for industrial supply chains, as well as Duane Parnham, CEO of Madison Metals, a uranium mining and exploration company offering a uranium-backed NFT.

New lithium battery tech an energy transition game-changer, says Li-Metal President Kunal Phalpher Mar 03, 2023

Show notes

Li-Metal Corp. is a company working with lithium metal and anode technology to be used in next-generation lithium batteries.

The company's newly appointed president, Kunal Phalpher, said it is an exciting time to be involved in lithium. The development of battery technologies is moving along faster than he anticipated. As vehicle makers increasingly embrace electric vehicles, a race for differentiating technology could produce interesting new types of batteries that pave the way for new consumer products and services such as electric aviation, Phalpher said in an interview with S&P Global Commodity Insights.

The Russia-Ukraine conflict and the energy transition Feb 24, 2023

Show notes

Russia's invasion of Ukraine sapped its dominance as an energy and battery metals superpower, putting the energy transition at risk as countries scramble to source key resources elsewhere. While traders are still moving Russia's gas, nickel, and aluminum around the globe, prices for energy and key metals have jumped, wreaking havoc on the energy and mining industries in Europe and raising questions about global dependence on Russia for crucial supplies. On this episode, Energy Evolution shares some insights from experts we talked to on a recent live webinar hosted by S&P Global. Our guests on the webinar were Melanie Kenderdine, principal at Energy Future Initiative; Morgan Bazillian, director of the Payne Institute and professor of public policy at the Colorado School of Mines; Ben Cahill, senior fellow with the energy security and climate change program at the Center for Strategic & International Studies; and Georg Zachmann, senior fellow at Bruegel, a think tank focused on economic and policy issues.

Check out the full webinar mentioned today here: https://pages.marketintelligence.spglobal.com/Russia-war-and-the-energy-transition-Registration-February-2023.html

How will the EU's Carbon Border Adjustment Mechanism affect global trade and carbon pricing? Feb 21, 2023

Show notes

The European Union’s implementation of a Carbon Border Adjustment Mechanism (CBAM) to support its industry’s efforts to decarbonize and prevent carbon leakage is likely to have far-reaching effects on global trade and the wider energy transition. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Evans and Paula VanLaningham take a deep dive on CBAM, examining its potential impact on a range of industries, political alliances and its influence on carbon pricing and regulation.

NOTE: ‘CBAM CO2 emissions data referenced in this podcast relate to emissions modelling totals between 2026-2040’.

Click here to access prices, news and analytics relating to carbon markets on Platts Dimensions Pro

Are world superpowers in a green tech arms race? Feb 17, 2023

Show notes

The U.S. Inflation Reduction Act is expected to unleash a wave of investment in renewable energy infrastructure. However, it also heavily favored investments at home, causing some concern among trading partners, including the European Union. Now, the EU is increasing its own efforts to promote the development of renewable energy.

S&P Global Commodity Insights reporters Molly Christian and Alex Blackburne join the show to discuss the differences in approaches between the U.S. and EU. The show also welcomes guests Michael Cerasoli, a portfolio manager of energy infrastructure strategies at Eagle Global Advisors, and Melanie Brusseler, a senior researcher at climate think tank E3G.

Investing in the battery minerals fueling the energy transition Feb 10, 2023

Show notes

Electric vehicle demand is on an upward trend, generating excitement among some investors about the prospects of electric vehicle manufacturers and the miners supplying the materials needed for their batteries.

What retail investors lack, however, is direct exposure to minerals prices to avoid risks associated with investing in manufacturers and miners that may be untested or located in geopolitically hazardous areas, EMG Advisors CEO Will McDonough told metals and mining reporter and Energy Evolution correspondent Camellia Moors.

McDonough joins Energy Evolution to talk about investment opportunities in energy transition metals, EMG Advisors’ new metals-focused exchange traded fund, and the electric vehicle battery chemistries that will define the future of the energy transition. Please note that in this episode, which was recorded before a company name change, EMG Advisors is referred to as "Charged Funds."

How big are the implications of the nuclear fusion ignition breakthrough? Feb 03, 2023

Show notes

In December, the U.S. Department of Energy announced that researchers at the Lawrence Livermore National Laboratory achieved nuclear fusion ignition, a major scientific breakthrough and a potentially big step for clean energy.

Joining us to discuss the scientific, commercial and climate implications of this breakthrough are Tammy Ma, a plasma physicist at the Livermore National Lab, and Andrew Holland, CEO of the Fusion Industry Association.

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