About this podcast
Interviews, analysis and reporting from S&P Global Energy on energy and commodities' transition to a cleaner future. Host Eklavya Gupte speaks with policymakers, industry professionals and S&P Global Energy in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast merged with the Platts Future Energy podcast in January 2025.
Episodes
The newest 50 of 374 episodes
- An edgy winter for European gas · 21 minEurope is heading into winter with low gas storage and prices back at levels not seen since 2022. Does a tight start to winter mean Europe will struggle to get enough gas, or…
- Carbon removal's coming of age: BECCS and the future of carbon markets · 33 minBioenergy with carbon capture and storage has long been one of the most promising and contested technologies in the rapidly expanding world of carbon removal. It is now starting…
- Challenger chemistry: One start-up's bullish take on sodium-ion battery storage · 31 minLithium-ion batteries dominate today's rapidly expanding global market for energy storage systems, fueled by hyperscalers and utilities scrambling to bring online new flexible…
- How much new gas capacity does the Texas grid need? · 40 minThe Texas grid experienced record electricity demand in summer 2026 while posting some of the lowest power prices in nearly a decade. That might be good for customers, but it…
- Inside CBAM's first year: what traders, importers and policymakers learned · 43 minIn this week's episode of Energy Evolution, host Eklavya Gupte takes stock of the EU's Carbon Border Adjustment Mechanism nearly a year into its definitive phase, and asks a…
- AI's power boom tests Big Tech's net-zero promises · 16 minIn this week's episode of Energy Evolution, host Camilla Naschert turns the spotlight on Big Tech as part of S&P Global Energy's annual series examining how the world's largest…
- AI-powered threats put Europe's power system on high alert · 27 minEurope's increasingly digital power system faces a rapidly evolving mix of cyberattacks, physical sabotage and supply-chain vulnerabilities, with artificial intelligence…
- Checking in on US offshore wind: Lease buybacks and legal blowback · 22 minThe US offshore wind sector is facing a new front in its battle with the Trump administration: lease buyouts. In this episode of Energy Evolution, renewables reporter Noah…
- AI demand is intensifying the race to build advanced nuclear reactors · 32 minDozens of North American private startups and established companies, state agencies and academic institutions are racing to develop and commercialize an advanced nuclear reactor…
- War and decarbonization: Rewriting the UK and Europe's refining future · 33 minBy most conventional metrics, the European refining sector is in rude health. The Middle East conflict has driven key fuel price benchmarks to unprecedented heights, and refiners…
- Why protesters want to slow America's data center boom · 25 minAlongside a surge in data center construction, a growing protest movement has emerged in the US, with locals voicing concerns over electricity and water usage. Protests have put…
- Europe's electrification challenge: Can ambition meet reality? · 33 minThe EU wants to nearly double its electrification rate to 46% by 2040, a transformation that would slash fossil fuel imports by hundreds of billions of euros annually. In this…
- Balcony solar and EVs are giving consumers a greater role in grid flexibility · 42 minBalcony or "plug-in" solar is rapidly gaining popularity, as it gives consumers who might not have easy access to distributed solar generation a straightforward way to deploy the…
- Cybersecurity and clean energy: Inside the EU funding ban for solar and storage inverters · 30 minIn April 2026, the European Commission adopted interim guidance stipulating that solar and battery storage projects using inverters or power conversion systems sourced from…
- Grid operator PJM juggles reforms as power auction results hit price cap again · 33 minOn July 14, grid operator PJM released the results of its latest capacity market auction for the 2028-2029 delivery year. Prices hit the federally approved cap of…
- Discussing Democrats' midterm message on energy · 47 minFrom his first day in office, President Donald Trump has exerted major shifts in US energy policy during his second term, including opposition to offshore wind projects…
- Moving beyond the grid bottleneck with smart technology · 24 minSmart technology is rapidly redefining the debate over grid infrastructure. Rather than spending millions on new transformers, transmission lines and generation capacity, a…
- The summer stress test: How heat waves are rewiring Europe's power markets · 25 minTraditionally, European power systems were engineered around a single imperative: survive the winter "Dunkelflaute," those prolonged cold, dark, windless stretches that push…
- The new economics of renewable energy: Why transmission trumps technology · 25 minThe clean energy investment landscape has undergone a fundamental reset. The era of zero interest rates has given way to a more disciplined environment where transmission access…
- What California's launch of an extended day-ahead market means for the western US · 39 minEvery day, power market participants in the Western US must determine how much electricity they need for the following day and where it's going to come from. In response…
- Cameco makes the case for large nuclear reactors · 24 minMuch of the current discussion about nuclear power focuses on advanced technologies, from the potential for nuclear fusion to the development of various designs for small…
- How the Iran war is challenging and changing Europe's gas market · 37 minAfter nearly four months, global commodity markets have shown both vulnerability and resilience amid the unprecedented disruptions caused by the Iran war. The European gas market…
- How battery storage is transforming the power grid · 29 minIt's hard to overstate how fast the battery energy storage industry is growing, and the impact that's having on the power sector. In 2025, US utilities and independent developers…
- Discussing data centers' grid impacts with Amazon Web Services · 22 minThe growth of data centers, and the amount of electricity expected to be required to meet that demand, is probably the biggest issue in the US power sector. US grid power…
- Beyond molecules: The rise of environmental commodities · 22 minIn this episode, host Eklavya Gupte sits down with Marijn van Diessen, CEO of STX Group, one of the world's leading environmental commodity traders. The conversation explores…
- How the war in Iran is accelerating Asia's energy transformation · 23 minIn this episode, host Eklavya Gupte explores how the war in the Middle East has exposed Asia's deep reliance on fossil fuels while also accelerating the region's energy…
- From crisis to resilience: How renewables are strengthening Europe's energy security · 21 minThe war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's invasion…
- How EU's methane rules could upend global gas trade · 35 minThe EU's methane emissions framework has drawn pushback from major gas producers and industry groups, warning that critical implementation details remain undefined even as a key…
- Southern Company CEO Chris Womack on AI, power demand and affordability · 23 minChris Womack is chairman, president and CEO of Southern Company, one of the largest investor-owned, regulated utility holding companies in the US. Its electric and gas…
- Exploring AI applications for energy and the grid · 37 minThe development of data centers, many of which are to enable the growth and widespread use of powerful AI applications, is one of the key drivers of steeply increasing…
- War, sanctions and climate: The forces redefining Russian energy · 26 minRussia's invasion of Ukraine has fundamentally reshaped its energy sector, with oil and gas exports diverted from Europe to Asia while soaring military spending strains the state…
- Former Energy Secretary Moniz discusses the Iran war, new technology and power demand · 28 minErnest Moniz was the 13th US secretary of energy, serving from 2013 to January 2017. During his tenure he was part of the team, along with then-Secretary of State John Kerry…
- Political pressure mounts on Europe's flagship carbon policy · 34 minThe EU Emissions Trading System is facing its greatest test yet. European leaders and companies are sounding the alarm, warning that high carbon prices are undermining the bloc's…
- The imperative for measuring methane emissions in the US gas industry · 27 minMeasuring and reducing upstream methane emissions is critical for US gas producers, particularly as they look to export their product to markets like Europe and Asia, and as the…
- Ontario Power Generation leads the North American race to build advanced nuclear · 12 minWhen it comes to advanced nuclear generation, most North American power producers are in the study and development phases. But Ontario Power Generation is currently constructing…
- CERAWeek: War, energy security, and the redrawing of global trade flows · 21 minThe closure of the Strait of Hormuz was long considered one of the energy market's great hypotheticals -- until it became a reality. In this special CERAWeek series episode of…
- The math behind emissions: Why carbon accounting matters now more than ever · 29 minCarbon accounting — the math of how emissions are calculated, reported and compared — is poised to move to the forefront of global trade and energy markets. Three critical…
- PG&E's endeavor to make electrification easier · 32 minCalifornia utility PG&E is studying the impacts of electrification to understand and prepare for a future grid with high levels of distributed energy resources, and significantly…
- Europe's battle against the shadow tanker fleet · 23 minFor several years, Iran, Venezuela, and Russia have relied on a sprawling network of aging tankers—known as the shadow fleet—to keep their oil flowing despite Western sanctions…
- What's holding back Europe's hydrogen ambitions? · 25 minThe European Hydrogen Bank is meant to be Europe's big enabler for large-scale renewable hydrogen production, so why did the EU's second auction fail to deliver on its promise?…
- Big Oil's offshore wind dilemma · 17 minOffshore wind once looked like a natural play for oil majors: big offshore projects, complex engineering, and familiar operating conditions. But as costs and interest rates have…
- Power surge: The impact of energy addition on environmental commodity markets · 30 minAs AI-driven electricity demand surges and companies race to decarbonize, environmental commodity markets are growing swiftly. Host Eklavya Gupte interviews John Melby, CEO of…
- Why Greenland matters: Rare earths, geography and geopolitics · 30 minGreenland has suddenly emerged as a focal point in the global competition for critical minerals and energy. This episode explores the Arctic island's strategic importance through…
- From data centers to EVs to wind turbines: Copper's critical role in the age of electrification · 30 minIn this episode, host Eklavya Gupte examines how the copper market is facing an unprecedented supply crunch driven by the accelerating pace of electrification. Patricia Barreto…
- Science, technology, and risk management take center stage in carbon removals · 29 minThe nature-based carbon removals industry is undergoing a scientific and technological transformation to restore credibility in the voluntary carbon market. In this episode, host…
- Trump's 1st year back: Fossil fuels surge, renewables recalculate · 42 minOne year into his return to the White House, President Donald Trump is exerting a major impact on the US energy landscape. With policy direction shifting rapidly, the…
- Rooftop solar on edge: navigating the tax credit drop · 37 minPresident Donald Trump's federal budget bill, signed in July 2025, accelerated the end of the Section 25D residential clean energy tax credits in the US, which had been…
- Rising prices, rising capex: what's ahead for the US power sector in 2026 · 36 minUS power prices are climbing, pushing utilities to the forefront of a national debate over the cost of living. Demand for electricity is growing, and is set to accelerate as tech…
- The race to rebuild the US power grid in the age of AI · 33 minIn this episode of Energy Evolution, host Eklavya Gupte explores the seismic shift transforming America's electricity landscape as artificial intelligence drives unprecedented…
- How weather analytics is powering modern energy trading · 27 minIn this episode of Energy Evolution, host Eklavya Gupte explores how energy traders are turning to sophisticated weather analytics for a competitive edge. From weather…
