The United States in 2025 surpassed the technical milestone of more than one gigaton of CO2 injected due, in large part, to CO2’s use in enhanced oil recovery (EOR) operations. Oilfield expert Derek Gonsuron joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how EOR is helping to pioneer carbon capture and utilization technologies that can help mitigate the emissions from hard-to-abate sectors. Read more on the S&P Global Commodity Insights blog here: https://www.spglobal.c...
Jun 26, 2025•31 min
ENFRA, formerly Bernhard, provides energy-as-a-service solutions for customers in the healthcare, higher education, hospitality, and industrial market segments. ENFRA CEO Rob Guthrie joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss his experience leading the 106-year-old company through its rebranding to ENFRA and how its energy-as-a-service model helps health care and higher education customers focus on their core operations and worry less about managing their energy infrast...
Jun 19, 2025•29 min
Carbon differentiation allows market participants to assign value to the role of greenhouse gas emissions associated with an economy’s goods and services. Carbon markets experts Kevin Birn and Jonty Rushforth join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the evolution of differentiated carbon markets and how consistency in measurement and reporting can align participants’ economic incentives with environment ambitions. Learn more about S&P Global Commodity Insights ener...
Jun 12, 2025•33 min
Annual coal use in U.S. power generation has declined since the early 2000s as plants retire and renewables and natural gas win market share. However, 2025 may pause or slow the trend, if only temporarily. Coal-markets expert Wendy Schallom joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how two years of stockpile build and higher gas prices in 2025 have increased the near-term competitiveness of coal in U.S. power markets. Learn more about S&P Global Commodity Insights ...
Jun 05, 2025•25 min
The data-hungry upstream sector has been working with artificial intelligence for more than 40 years to, among other things, mitigate subsurface risks and predict production. Upstream expert Rachael Moreland joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the oil and gas industry’s history with AI adoption and where in the upstream value chain she’s most excited about the applications of modern innovation. Learn more about S&P Global Commodity Insights energy coverage at...
May 29, 2025•32 min
Global crude demand begins to peak in 2027 despite longer-term growth trajectories for both jet fuel and naphtha, according to the most recent update of S&P Global Commodity Insights’ Annual Strategic Workbook covering oil markets. Oil and refined products experts Matt Andre and Shiva Gupta join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the key messages from their updated long-term global crude oil forecasts and how oil and refined products remain a meaningful part of global ...
May 22, 2025•33 min
Lazard Inc. is one of the world's leading financial advisory and asset management firms. The company’s Financial Advisory practice supports its clients on mergers and acquisitions, restructurings, debt and capital structure and capital raising. Its Asset Management segment provides a range investment solutions to institutions, corporations, governments, partnerships, family offices, and high net worth individuals. Spiro Youakim, Lazard’s Global Head of Natural Resources and co-head of European E...
May 15, 2025•26 min
The US biofuels industry begins 2025 facing significant policy uncertainty, despite having produced record volumes of ethanol, renewable diesel, and sustainable aviation fuel in 2024. Biofuels expert Corey Lavinsky joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the current state of US biofuels and the implications of evolving federal policies on developers and their projects. For more information on S&P Global Commodity Insights' energy coverage, visit: https://www.spglobal....
May 08, 2025•31 min
The role of North American gas is set to expand as LNG exports and domestic power demands increase the call on the domestic supply. However, there remains uncertainty in both the timing and levels of expected demand growth. North America gas expert Sara Hakim joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the current state of North America gas and how the sector will respond to calls for growth. Learn more about S&P Global Commodity Insights energy coverage at: https://...
May 01, 2025•29 min
As adoption of AI expands across the globe, through LLMs, Cloud services, inferencing, and network hubs, more power-hungry data centers are needed to meet this demand. With this expansion of technology, regions are taking different approaches on how to build out this infrastructure, with plans for new hubs being announced regularly. AI and Datacentre Research Director Kelly Morgan joins hosts Hill Vaden and Sam Humphreys on this week's episode of EnergyCents to discuss just how many of these new...
Apr 24, 2025•39 min
Canadian-based Ideon Technologies is revolutionizing the exploration of subsurface resources through its use of cutting edge, cosmic-ray muon tomography. The company provides customers innovative solutions for sustainable and efficient resource discovery, making signiificant strides in reducing environmental impact whilst enhancing operational efficiency. Gary Agnew, CEO and co-founder, joins EnergyCents with hosts Hill Vaden and Sam Humphreys to introduce Ideon Technologies business model and t...
Apr 17, 2025•32 min
Europe is making progress against its net-zero ambitions and is generating about 70% of its electricity from carbon-free sources, including nuclear. However, wholesale prices remain high following the 2022 energy crisis, and demand has yet to return to pre-Covid levels. European power market experts Sylvain Cognet-Dauphin and Coralie Laurencin join EnergyCents with hosts Hill Vaden and Samantha Humphreys to discuss the current state of European power markets and how evolving government policy se...
Apr 10, 2025•31 min
Denver-based Redaptive is an energy-as-a-service company that works with commercial and industrial customers to fund and install energy-cost saving equipment. The self-described ‘one stop shop’ was founded in 2015 and provides its customers access to three core services: capital for energy-cost saving equipment installations, a data platform measuring the impact of those installations on utility expenses, and a marketplace that connects contractors with Redaptive’s commercial and industrial cust...
Apr 03, 2025•32 min
Led by corporate mergers, nearly $160 billion in merger-and-acquisition activity took place within the global upstream sector in 2024. Producers will continue to use acquisitions to grow their portfolios going forward as they bid for scale in a dynamic, and fragmenting, energy landscape. Upstream expert Chris Sheehan joins EnergyCents with hosts Hill Vaden and Samantha Humphreys to discuss the role oil and gas deals will play in 2025, and what regions and asset types may be most attractive to bu...
Mar 27, 2025•29 min
About 10,000 people attended S&P Global’s annual CERAWeek conference in Houston last week to participate in dialogue around the event’s organizing principle, “Moving Ahead: Energy strategies for a complex world.” Sam Humphreys hosts this week’s episode alone as Hill Vaden joins Naki Mendoza CERAWeek Programs Director to discuss their experiences and observations while attending the week-long “Super Bowl of Energy.” Learn more about S&P Global Commodity Insights energy coverage at: https:...
Mar 20, 2025•28 min
A Day One executive order from Donald Trump's new administration aims to utilize Alaska's abundant natural resources, including oil and gas. This includes prioritizing the development and export of LNG to domestic and international parties. S&P Global upstream expert Cody Schulte joins host Hill Vaden and Sam Humphreys to explore the role Alaska currently plays in the North American oil and gas markets and what this executive order could mean for developments on both federal and state lands....
Mar 13, 2025•25 min
(B)energy is a German company that has developed backpacks to store and transport biogas that can be used to displace firewood and coal in cooking. The company is an affiliate of BiogasUnite, a digital platform that bridges gaps in the installation, maintenance, and repair of biogas systems. Katrin Puetz, founder and managing director of (B)energy and co-founder of BioGasUnite, joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the opportunity for biogas in Africa to limit air ...
Mar 06, 2025•32 min
Global metal markets are facing massive opportunities and challenges as the world transitions to green technology. Recent and ongoing changes in the US administration have wide-ranging implications for metal markets, the economy, and the future of sustainable energy solutions. S&P Global expert Nick Trickett joins EnergyCents hosts Sam Humphreys and Hill Vaden to explore the critical role of metals in this energy shift, and how to sift through news versus noise when it comes to discussion of...
Feb 27, 2025•29 min
The global electricity landscape is undergoing a period of profound change as conventional resources compete with renewable supply to meet expectations of broad demand growth. S&P Global experts Etienne Gabel and Doug Giuffre join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top trends that will define global power markets in 2025. And, yes, the rise of datacenters is one of the top trends to watch. Learn more about S&P Global Commodity Insights energy coverage at: ...
Feb 20, 2025•35 min
Oil markets begin the year with OPEC+ sitting on more than 5.5 million barrels per day of spare capacity and the incoming Trump Administration wants to see US producers ‘drill, baby, drill.’ S&P Global expert Jim Burkhard joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss these, and other, top trends that will define global oil markets in 2025. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en...
Feb 13, 2025•31 min
Germany grew to become Europe’s largest economy on the back of an export-led manufacturing sector. The energy-hungry economy is now trying to maintain its competitiveness after losing access to Russian gas pipeline imports in 2022, phasing out its nuclear capacity in 2023, and retiring its coal-fired power fleet by 2038. S&P Global expert Daniel Muir joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Germany’s challenge to reinvigorate its economy while meeting decarbonizat...
Feb 06, 2025•34 min
Trade wars, US policy upheavals, China’s clean energy blitz, a crude market under pressure and the convergence of AI and the energy sector will define 2025 for energy investors. S&P Global experts Justin Jacobs joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top trends that will influence energy investors in 2025. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en...
Jan 30, 2025•32 min
As Donald Trump returns to office the landscape of natural gas in the US, and LNG in particular, is expected to shift both domestically and globally. S&P Global gas market experts Laurent Ruseckas and Matthew Palmer join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top trends that will shape global gas markets in 2025. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en...
Jan 23, 2025•32 min
Toronto-based SWTCH has focused on developing electric-vehicle charging solutions for multi-tenant properties in North America since its 2016 founding. The company now manages more than 17,000 charging ports across its network. Carter Li, SWTCH founder and CEO, joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the SWTCH business model and explain how the company is working with multi-tenant property owners and other partners to scale EV charging in North America's high-density...
Jan 16, 2025•34 min
Led by investment in solar capacity, global spending on clean-energy technologies will exceed investment in upstream oil and gas for the first time in 2025. S&P Global cleantech experts Edurne Zoco and Sam Wilkinson join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top 10 trends that will shape clean energy technology supply chains in 2025. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en...
Jan 09, 2025•43 min
We welcome back S&P Global Commodity Insights energy experts Reed Olmstead and David Vaucher for our 6th annual year-in-review and resolutions episode. Hosts Sam Humphreys and Hill Vaden check in to see how well we performed against 2024 energy expectations, consider some of the year’s biggest trends, and share market predictions and personal resolutions for the coming year. Listen to prior year-end conversations with Reed and David here: 2023: Holiday Special: Annual year-in-review and reso...
Dec 19, 2024•37 min
A desire for lower-carbon, reliable electricity is reviving interest in nuclear power generation. S&P Global energy market experts Yulia Ivanovskaya and Conway Irwin join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss how demand from datacenters is contributing to a revival of interest in nuclear power and to consider what challenges must be overcome to convert this enthusiasm to electricity. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglob...
Dec 12, 2024•31 min
NewMed Energy is focused on exploring for and bringing to market natural gas discoveries from the Eastern Mediterranean. The Israel-based firm is partnered with Chevron on its Leviathan Project and has additional interests in earlier-stage projects in waters off Cyprus and Morocco. Kul Karcz, NewMed Energy VP of Exploration and ESG Manager, joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss NewMed’s exploration activity in the Eastern Mediterranean and consider some of the oppo...
Dec 05, 2024•25 min
Oil markets have responded with complacency to sanctions on major producers, rerouting of tankers, and military unrest in the major supply areas. S&P Global oil markets expert Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss why this complacency may represent a new normal as spare capacity within OPEC+ and supply growth from outside OPEC meet moderating demand in the US and China. Learn more about S&P Global Commodity Insights energy coverage at: https://w...
Nov 27, 2024•37 min
EVPassport is working to accelerate the adoption of electric vehicles by improving the user experience when charging through its focus on reliability and ease of adoption. The California-based EV-charging platform received a $200 mm investment from Northleaf Capital Partners in 2023 and today operates more than 5,000 chargers in 35 states through partnerships with hotels, parking garages, and multi-family residential properties. Hooman Shahidi, EVPassport CEO and co-founder, joins EnergyCents ho...
Nov 21, 2024•31 min
