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This episode of Energy Evolution focuses on the recent executive order signed by President Donald Trump to boost domestic mineral production in the US. This order seeks to reduce reliance on foreign mineral supplies, particularly from China, which dominates the mining and refining sectors for critical minerals. Lithium, cobalt, nickel, and rare earth elements are just a few materials essential for energy transition technologies, including batteries for electric vehicles and renewable energy storage.
For this week's episode, host Taylor Kuykendall is joined by Francesca Price, a senior analyst in the metals and mining research team at S&P Global Commodity Insights; Mark Smith, executive chairman, president, and CEO of NioCorp Developments; Pat Risner, president of South 32 Hermosa; and Athan Manuel, director of the Sierra Club's Lands Protection Program.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays. -
Having ramped down imports of Russian gas at the start of the Russia-Ukraine war, the European Union may need to answer industry calls for higher imports if peace or a ceasefire are achieved.
But will politicians be comfortable with this, and what about the damaged Nord Stream pipelines? And how does the US approach the topic, having become a major LNG supplier to Europe in the past few years?
Laurent Ruseckas, executive director for gas at S&P Global Commodity Insights, shares his analysis with host Eklavya Gupte and correspondent Camilla Naschert.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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Saknas det avsnitt?
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As global competition and trade tensions rise, the EU Commission has pledged to create a supportive business environment for cleantech manufacturing and deployment, including €100 billion in support for manufacturing. But will this be enough to stave off the risk of deindustrialization?
In this episode of Energy Evolution, podcast correspondent Camilla Naschert explains the EU’s latest legislation on competitiveness, the Clean Industrial Deal.
Guest Ben McWilliams, affiliate fellow at think tank Bruegel, lays out the global trade and investment picture on solar, batteries and electric cars and explains why the EU's plan may work.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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In this episode of Energy Evolution, host Taylor Kuykendall chats with Ernest Moniz, founder and CEO of the EFI Foundation and the former US Department of Energy Secretary during the Obama administration. We'll also talk to Vast Energy CEO Craig Wood and Plug Power Chief Strategy Officer Sanjay Shrestha.
The discussions, held on the sidelines of the CERAWeek by S&P Global conference, focus on innovations in energy technology, particularly the role the Department of Energy plays in early investment and how it might change under President Donald Trump. Vast Energy and Plug Power are both companies that have partnered with the DOE in the past, and both remain optimistic about the future.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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In this episode of Energy Evolution, host Taylor Kuykendall engages with more industry leaders at CERAWeek, including Maria Pope, CEO of Portland General Electric; John Pettigrew, CEO of National Grid; and Rebecca Kujawa, CEO of NextEra Energy.
The discussion revolves around the rapid growth of datacenters and the evolving energy landscape.
Pope highlights the significant role of semiconductor manufacturing and AI in shaping energy consumption patterns. Pettigrew discusses National Grid's ambitious $75 billion capital investment plan, focusing on enhancing network reliability and capacity to accommodate increasing energy demands. Kujawa underscores the importance of renewable energy and storage solutions in meeting new load growth driven not only by AI but also by reshoring manufacturing capabilities in the US.Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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In this episode of Energy Evolution, co-host Taylor Kuykendall delves into developments in battery technology with Pure Lithium founder and CEO Emilie Bodoin and explores methods for extracting lithium with International Battery Metals CEO Iris Jancik from the sidelines of the CERAWeek by S&P Global conference. The episode also addresses electric vehicle adoption, the impact of changing political climates on incentives, and the need for innovation in the face of a looming natural resource crisis.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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In this episode of Energy Evolution, host Taylor Kuykendall sits down with Hannah Hauman, head of carbon trading with multinational commodities company Trafigura, to learn more about the world of carbon markets.
After a brief overview of carbon markets, listeners will learn more about the impacts of geopolitical changes, artificial intelligence and more shaping carbon trading. Hauman emphasized the importance and complexities of carbon accounting and the need to recognize that carbon markets are a vital part of business strategy and not merely a philanthropic endeavor.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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As CERAWeek by S&P Global wraps up, Taylor Kuykendall sits down with Commodity Insights co-president Dave Ernsberger, LNG news reporter Corey Paul and power news reporter Kassia Micek to tease out the interesting themes and moments from the conference.
With the AI race front and center at CERAWeek, some of the biggest conversations revolved around powering datacenters, and with a new Trump administration looming large as the backdrop, the spotlight shifted from decarbonization and clean tech in past years to a new emphasis on investment and production, with a constant eye toward energy policy and geopolitics.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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Grid planning and capacity optimization in the US have much room for improvement, for instance through new AI capabilities, Arshad Mansoor, president and CEO of the Electric Power Research Institute (EPRI), says on the sidelines of the CERAWeek by S&P Global conference.
Increased flexibility could stave off the potential of rising power bills for general consumers in light of the country's rapid load growth, he tells Energy Evolution host Taylor Kuykendall.
While the US is blessed with abundant gas as well as renewables potential, much remains to be done on the accompanying grid expansion, Hunter Armistead, CEO of Pattern Energy, tells Taylor in this episode from CERAWeek.
Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the duration of CERAWeek, featuring guests attending the conference.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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“One difficulty may be the wind side,” says Rich Voorberg, president of the North America hub of energy equipment provider Siemens Energy, on the sidelines of the CERAWeek conference in Houston.
Meanwhile, the gas turbine and grids divisions are struggling to keep pace with surging demand, Voorberg tells Energy Evolution host Taylor Kuykendall.
When it comes to the impact of tariffs, Siemens Energy and its competitors sit in the same boat, with limited relative competitive impact, Voorberg notes.
Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the duration of CERAWeek, featuring guests attending the conference.
Energy Evolution has merged with Platts Future Energy, and episodes now regularly publish on Tuesdays.
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As power demand rockets thanks in part to datacenter operators, the US grid needs more dispatchable power, FERC chairman Mark Christie tells Energy Evolution host Taylor Kuykendall on the sidelines of the CERAWeek by S&P Global conference in Houston.
Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the next several days, featuring guests attending CERAWeek.
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In this episode of Energy Evolution, host Taylor Kuykendall speaks with Mark Brownstein, leader of energy transition efforts at the Environmental Defense Fund about environmental and climate priorities related to the energy transition in 2025.
They discuss the evolving geopolitical landscape impacting energy policies, the role of market forces in advancing clean energy technologies, and private sector adaptation amidst changing political support. The conversation also touches on the need for collaborative efforts in permitting reform and the critical actions required to ensure the continued momentum of the energy transition into 2025 and beyond.
Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedule for the next several days, featuring guests attending CERAWeek by S&P Global in Houston, Texas.
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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In this episode of the Energy Evolution podcast, host Taylor Kuykendall discusses the upcoming CERAWeek conference, scheduled for March 10-14 in Houston. He is joined by Ken Downey, Executive Director of Innovation Agora at CERAWeek, and Naki Mendoza, director of CERAWeek Programs at S&P Global.
Key topics for this year's conference include the changing geopolitical landscape, especially in light of recent elections. Mendoza and Downey said energy leaders will also be focused in on supply chains, AI's role in energy, and the growing importance of metals and mining to the energy transition.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
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On Energy Evolution this week, Eklavya Gupte and Rosemary Griffin examine the often-overlooked environmental ramifications of military conflicts as we mark the third anniversary of the Russia-Ukraine war.
Lennard de Klerk, who has studied the climate impact of this war, gives us some insights into how warfare, fuel consumption, forest fires, attacks on energy infrastructure and the estimated costs of rebuilding Ukraine have led to a surge in greenhouse gas emissions.
As concerns around the climate costs of war have intensified, there have been wider calls for military emissions to be calculated and included in international reporting.
We speak to Patrick Bigger, research director at the Climate and Community Institute, and Benjamin Neimark, a senior lecturer at the School of Business and Management at Queen Mary University of London, to learn more about the growing carbon footprint of militaries globally.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
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On this week’s episode, we explore how the rapid evolution of AI technologies such as DeepSeek is reshaping how experts think about the energy landscape and what it means for sustainability and power systems.
Guests on to talk about artificial intelligence and power demand include: Neil Chatterjee, former FERC chairman and current chief government affairs officer at energy tech company Palmetto; Vic Shao, founder and CEO of DC Grid; Jonathan Schroth, a research analyst on the 451 Research Datacenter Infrastructure & Services team at S&P Global Market Intelligence; and Bruno Brunetti, head of S&P Global's Low Carbon Electricity Analytics.
The episode also features a brief chat with Ken Downey, executive director of Innovation Agora at CERAWeek by S&P Global, who offers a preview of the Houston conference coming up on March 10-14.
Energy Evolution has merged with Platts Future Energy and now publishes episodes on Tuesdays.
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On this week’s episode of Energy Evolution, we lay out why grid equipment has become a bottleneck in the deployment of renewables, and why it takes time to ramp up manufacturing.
Andreas Schierenbeck, CEO of equipment provider Hitachi Energy, shares industry perspectives on investment trends and the operational realities of scaling up industrial manufacturing of transformers, while S&P Global Commodity Insights analyst Cormac Gilligan explains why demand for grid infrastructure has outpaced supply.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
Links:
Register for CERAWeek
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With new tariffs anticipated and a domestic manufacturing sector just ramping up, US solar manufacturers are facing trade headwinds as well as opportunities.
Meanwhile, prices for modules in the US are substantially higher than in China and Europe.
S&P Global Commodity Insights analysts Joe Steveni and Edurne Zoco lay out what to watch in the US solar supply chains and discuss the future of the Inflation Reduction Act and trade restrictions. Price reporter Karen Rivera describes what makes US panels so much more expensive, and Michael Parr of the Ultra Low Carbon Solar Alliance gives an industry perspective on the market dynamics.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
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In this episode of the Energy Evolution podcast, Taylor Kuykendall discusses significant shifts in US energy policy following President Donald Trump's inauguration. On January 20, Trump declared a national energy emergency, aiming to reverse several Biden administration policies that he views as detrimental to domestic energy production. Key proposals include ending what he has called the electric vehicle mandate, increasing oil and gas leasing on federal lands, and streamlining energy infrastructure permitting. Trump also plans to revoke climate-related regulations and halt funding from the Inflation Reduction Act and the 2021 bipartisan infrastructure law, potentially slowing the growth of renewable energy initiatives.
The episode features insights from three experts: Anna Mosby from S&P Global, Jonathan Elkind from Columbia University and Andy Marsh, CEO of Plug Power.
Marsh shares his perspective on the green hydrogen industry and the potential implications of an administration change on the recent $1.66 billion loan guarantee from the Department of Energy for his company. He expresses optimism about the hydrogen sector's future, despite concerns about regulatory changes under the new administration.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
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Ahead of Germany's general election on Feb. 23, Energy Evolution looks at the energy implications for Europe's largest economy.
With the center-right Christian Democrats leading in the polls, correspondent Camilla Naschert lays out the party's energy plans and discusses the main priorities for Germany's energy system with expert guests.
Guests on the episode are Christoph Maurer, managing director at advisory firm Consentec; Daniel Muir, senior power and renewables analyst at S&P Global Commodity Insights; and Christian Schnibbe, communications chief at wind developer WPD.
The episode is hosted by Eklavya Gupte.
Energy Evolution is merging with Platts Future Energy, and episodes are now published on Tuesdays.
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Ahead of Germany's general election on Feb. 23, Energy Evolution looks at the energy implications for Europe's largest economy. With the center-right Christian Democrats leading in the polls, correspondent Camilla Naschert lays out the party's energy plans and discusses the main priorities for Germany's energy system with expert guests.
Guests on the episode are Christoph Maurer, managing director at advisory firm Consentec; Daniel Muir, senior power and renewables analyst at S&P Global Commodity Insights; and Christian Schnibbe, communications chief at wind developer WPD. The episode is hosted by Eklavya Gupte.
Energy Evolution is merging with Platts Future Energy, and episodes are now published on Tuesdays.
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