Despite being a key component in lithium-ion battery manufacturing for electric vehicles, Graphite has so far escaped the media attention that its comparable metals, lithium, cobalt and nickel has had. But with the roll out of EV’s and energy storage, graphite demand is expected to grow by around 20% by the end of the decade. S&P Global metals expert Gavin Montgomery joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the role both natural and synthetic graphite have to play in t...
Nov 14, 2024•30 min
The steel industry accounts for almost 10% of the world’s final energy demand and greenhouse gas emissions. Nucor (NYSE: NUE), North America’s largest steel producer and recycler, pioneered lower-emission electric arc furnace steelmaking more than 50 years ago and continues to prioritize innovation in sustainable steel as it works toward a 2050 net-zero target. Tabitha Stine, Nucor General Manager of Energy Solutions Services, joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss ...
Nov 07, 2024•32 min
India plans to grow its refining capacity by about 60% to 8 mmbd over the next 10 years to meet both domestic demand and spur refined-product exports. S&P Global Refining Expert Pulkit Agarwal joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss India’s ambition to expand its largely state-owned refining capacity and how planners expect to balance interest in both petrochemicals and transportation fuels. Learn more about S&P Global Commodity Insights energy coverage at: h...
Oct 31, 2024•31 min
The United Kingdom established state-owned Great British Energy in July 2024 to develop domestic clean energy supply, create jobs, and advance the country’s net-zero ambition. Glenn Rickson joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss what role this company will play in the renewable power sector and impact this will have on risk tolerance for future clean energy developments. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commo...
Oct 24, 2024•29 min
The African Energy Chamber began in 2018 to promote the continent’s energy sector and support indigenous companies’ efforts to expand their networks and engage international partners. The organization is preparing to host its fourth annual African Energy Week conference from November 4-8 in Cape Town, South Africa where this year's theme is, "Invest in African Energies: Energy Growth through an Enabling Environment." NJ Ayuk, African Energy Chamber Founder and Executive Chairman, joins EnergyCen...
Oct 17, 2024•36 min
Capacity auction prices for 2025/2026 delivery year jumped nearly 10x from the prior delivery year to $269.92/MW-day for much of PJM, a regional power market in the eastern United States. S&P Global Power Markets Expert Tanya Peevey joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss reasons behind the price spike and consider whether rule changes will help incent investment in long-duration power supply for the region. Learn more about S&P Global Commodity Insights ener...
Oct 10, 2024•30 min
Led by investment in intermittent renewables, Texas has added more new power supply to its grid over the past five years than any other state. However, the lack of growth in long-duration power generation and increased frequency of extreme weather events have given way to reliability concerns within ERCOT. S&P Global power markets expert Mike Pickens joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the Texas Energy Fund and how regulators expect state-backed low-interest loans...
Oct 03, 2024•30 min
Europe’s Carbon Border Adjustment Mechanism (CBAM) now requires its trade partners to declare the carbon content associated with production of imported goods including iron, steel, aluminum, cement, fertilizer, hydrogen, and electricity. Trade partners will be asked in 2026 to buy CBAM certificates for these specified goods to access European markets. S&P Global Expert Coralie Laurencin joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss CBAM’s recently begun transitional pe...
Sep 26, 2024•31 min
itselectric , a Brooklyn-based electric vehicle (EV) curbside charging company, partners with municipalities and property owners to install, operate, and maintain public chargers on sidewalk curbs. The Level-2 charging ports use spare electrical supply from nearby buildings via a revenue share with property owners and allow EV-drivers to recharge their vehicles without the hassles of locating off-street parking, garages, or out-of-the way charging stations. Tiya Gordon, itselectric co-founder an...
Sep 19, 2024•36 min
The California Air Resources Board (CARB) pioneered much of North America’s emissions-reduction policies and is now in the process of updating its regulations as net-zero deadlines near. S&P Global experts Erin Tully and Matt Williams join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss California’s Low Carbon Fuel Standard (LCFS) and Cap-and-Trade Program and how these initiatives may evolve as the state makes progress toward its goal of net-zero emissions by 2045. Learn more abou...
Sep 12, 2024•33 min
New Zealand announced on August 26, 2024, that it will reverse its 2018 ban on offshore oil and gas exploration before the start of 2025. S&P Global Expert Joe Keith joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss background behind New Zealand’s exploration ban and how domestic demand for natural gas influenced a campaign for its reversal. Note: this podcast was recorded on August 7, 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www...
Sep 05, 2024•33 min
Metals are increasingly a part of the global energy story as low-carbon technologies compete with fossil fuels for market share. Energy planners are therefore paying renewed attention to, and often investing in, the metals and mining sector. S&P Global Expert Nick Trickett joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how clean-electron ambition is stimulating interest in global metals and how China has become a major player in the sector. Learn more about S&P Glob...
Aug 29, 2024•32 min
Production from shale has always been driven by those wells drilled in core acreage. While core inventory depletes each year, each well’s recovery rate is low enough that production growth remains possible with improvements in technology. S&P Global Expert Prescott Roach joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the potential for refracs in North America’s mature shale plays and why industry is optimistic about incremental oil and gas volumes from already-drilled w...
Aug 22, 2024•32 min
Low-cost manufacturing of solar technologies has enabled one of the fastest growth trajectories of global low-carbon energy supply. The pace of growth, led by China, has led to both a glut in supply and protectionist measures from other countries looking to develop solar capabilities of their own. S&P Global expert Cormac Gilligan joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the success of solar in decarbonizing electricity markets and share perspective on what the future ...
Aug 15, 2024•30 min
Diversified Energy owns and operates onshore natural gas wells in the United States and has built itself by acquiring the long-lived, non-core assets of other operators. The company prides itself on ensuring consistent free cash flows from operations; reducing its portfolio’s scope 1 methane emissions; and retiring end-of-life wells through its Next LVL Energy affiliate. Diversified Energy Senior Vice President of Investor Relations & Corporate Communications Doug Kris joins EnergyCents with...
Aug 08, 2024•35 min
The Atlantic Margin, the play between the west coast of Africa and the east coast of South America, is increasingly under the upstream spotlight. With high E&P potential in countries like Guyana, Suriname and Namibia, many major oil and gas players are keen to explore and invest. S&P Global experts Ford Tanner and Ida Hockerfelt join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the potential in the Atlantic Margin, as well as the responses from governments in the region towa...
Aug 01, 2024•35 min
Inspiration Mobility is the world’s first electric vehicle Fleet Management Company, or eFMC. The self-described “electrification accelerator” is backed by investment from Macquarie, Arclight Capital, and Ferrovial and offers solutions that include fleet management, charging-as-a-service (CaaS), and electrification finance. Inspiration Mobility CEO Josh Green joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss Inspiration Mobility’s business model and describe how the company is navi...
Jul 25, 2024•37 min
Renewable natural gas (RNG) has been one of the fastest low-carbon fuels to reach commerciality in the United States because of its ability to leverage traditional gas infrastructure. RNG has also benefited from recent innovation in compressed natural gas (CNG) engines used in heavy duty trucking. S&P Global experts Tom DiChristopher and Greg Genette joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss RNG’s success as a drop-in fuel and how technological innovation and suppo...
Jul 18, 2024•34 min
The future of global oil and gas exploration has been widely discussed recently, with the number of discoveries year on year for the past decade gradually declining. But with growing energy demands in emerging markets, a call to end 'energy poverty' and efforts to ensure energy security, exploration to boost companies' portfolios remains ever important. On this week's episode, Hill Vaden and Sam Humphreys talk to S&P Global International Upstream VP Michael Wynn about the current upstream cl...
Jul 11, 2024•31 min
Brazil ranks among the world’s top 10 oil producers due largely to success in deepwater exploration and production. Much of the country’s oil production has high percentages of associated carbon dioxide and methane that are reinjected into producing reservoirs to improve recoveries and limit emissions. S&P Global Commodity Insights Brazilian Upstream Experts Chris Kennett and Susana Santos joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Brazil’s prolific offshore oil sec...
Jul 04, 2024•36 min
Operating an internal combustion engine (ICE) vehicle traditionally accounts for about 75% of a car’s full lifecycle emissions. That percentage breakdown changes with the adoption of battery electric vehicles (BEV), which have zero tailpipe emissions. S&P Global Mobility expert Xi Wang joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the lifecycle emissions of automobile supply chains and flag how automakers plan to manage the CO2 footprint of their operations as they shift to...
Jun 27, 2024•28 min
Titans of industry have long embraced the concept that what gets measured gets managed. Reaching consensus on measurable items like benchmarks, milestones, and definitions of success can be some of the most challenging parts of any multi-stakeholder plan. S&P Global Commodity Insights' Simon Thorne joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the importance of carbon accounting to decarbonizing the global economy and how challenging it can be to find consensus when every b...
Jun 20, 2024•32 min
Heat pump sales jumped 36% in the Netherlands in 2023, thanks to government incentives promoting the decarbonization of residential construction. S&P Commodity Insights experts Alexandre Mace and Francesco d’Aveck join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rationale behind government planners’ heat-pump promotion and consider what learnings the Dutch case study offers for other countries. Learn more about S&P Global Commodity Insights energy coverage at: http...
Jun 13, 2024•29 min
Direct Air Capture technology, or DAC, is garnering increased attention as project developers raise funds with ambitions of deployment at commercial scale. S&P Commodity Insights’ Experts Paola Perez Peña and James Gutman join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the potential role of DAC technology in decarbonizing hard-to-abate sectors and describe some of the business models being explored by both energy incumbents and investor-backed start-ups. Learn more about ...
Jun 06, 2024•35 min
As electric vehicles increase their market share, so increases the transportation sector’s reliance on metals supply and downstream smelting capacity. How does this supply chain compare to that of traditional oil markets? S&P Commodity Insights’ Experts Stephen Jew and Mark Ferguson, focused respectively on liquids and metals, join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare the global oil refining complex with metals smelting and consider the challenges of long-lead times...
May 30, 2024•32 min
Many governments are working to stimulate investments in clean hydrogen supply and/or demand, and trying to balance what can be competing priorities of support for climate and industrial lobbies. S&P Commodity Insights hydrogen and low-carbon fuels expert Brian Murphy joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the implications of recent hydrogen-directed policy in the United States and Asia, and how business models are responding to the uncertainties of evolving sub...
May 23, 2024•32 min
Artificial intelligence (AI) is most commonly associated with the Silicon Valley and tech-sector giants. However, the energy sector is actively investing in and pioneering its own applications of AI to projects and processes. Dan Bennett, S&P Global Commodity Insights' head of technology and data, and Judson Jacobs, CI's executive director of energy technology and innovation, join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the opportunities to apply artificial intelligenc...
May 16, 2024•31 min
Global LNG consumption is set to grow by about 2.5% per year from now until 2050. This growth occurs as global gas demand, inclusive of LNG, stays more or less flat. Madeline Jowdy joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss LNG’s continued global growth prospects and consider the geographies and projects within the value chain to watch most closely. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en...
May 09, 2024•31 min
Electricity consumption in the world’s developing economies is generally less than about 2,500 kwh per capita, compared to about 10,000 kwh per capita in the more developed world. Consumption, as well as expectations of reliability, will increase as these economies grow. Silvia Macri and Allen Wang join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the competing priorities that influence electricity investment in emerging markets and draw specific attention to economies in Afric...
May 02, 2024•32 min
Power-hungry datacenters require access to reliable electricity to meet the increasingly digital needs of modern society. As society processes more data, more datacenters are being built, and more electricity is needed. Dan Thompson and Adam Wilson join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the impact of datacenters on the US power market, and how grid operators are responding to calls for load growth after more than a decade of flat demand. Learn more about S&P Glob...
Apr 25, 2024•39 min
