EnergyCents
by S&P Global Energy
Latest episode
From ambition to action: Financing nuclear's comeback (Ep. 269)
From ambition to action: Financing nuclear's comeback (Ep. 269)
About this podcast
IHS Markit is now part of S&P Global. Hear exclusive energy insights and analysis, and engage with our experts as we explore the complex environment that shapes global energy markets. Follow EnergyCents, featuring our experts discussing the intersection of the financial and energy industries.
Episodes
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- From ambition to action: Financing nuclear's comeback (Ep. 269) · 34 minNuclear is back in the energy conversation, but can the industry attract the capital needed to turn momentum into projects? Hill Vaden and Sam Humphreys speak with Lola Infante…
- Sodium Rising: Rethinking the future of energy storage (Ep. 268) · 32 minAs electricity demand surges from AI data centers and electrification, the race is on for safer, cheaper and more flexible energy storage. In this episode of EnergyCents, Mukesh…
- Drilling for power: Geothermal's unconventional moment (Ep. 267) · 31 minThe shale revolution transformed energy production. Could geothermal be next? In this episode, Carolyn Seto and Melissa Greig join Hill Vaden and Sam Humphreys to unpack how…
- Diesel in the danger zone: Inside the global diesel squeeze (Ep. 266) · 40 minDiesel markets are under mounting pressure as disruptions in Russia and the Middle East squeeze global supplies just as the Northern Hemisphere heads into winter. In this episode…
- Dr. Copper's Diagnosis: What Copper Is Telling Us About the Global Economy (Ep. 265) · 23 minCopper sits at the heart of the energy transition, data centre expansion and global electrification. But behind the bullish headlines lies a market wrestling with tight mine…
- Storms, Storage and Supply: Europe's winter energy outlook (Ep. 264) · 32 minThe rules of Europe's gas market have changed. Russian pipeline gas is gone, LNG is king, and storage has become one of the continent's most important energy buffers. This week…
- After the Shock: What's Next for LNG? (Ep. 263) · 27 minThe closure of the Strait of Hormuz has removed a significant share of global LNG supply from the market, reshaping gas trade flows and raising questions about energy security…
- Steady as she goes: US shale sector approaches higher oil prices with caution (Ep. 262) · 30 minOil prices are up by more than 75% since the start of the year and recently crossed the psychologically important $100/barrel milestone. The corresponding rise in US drilling…
- Reuniting Gondwana: Why Big Oil is returning to West Africa. · 33 minWhy are the world's largest oil companies turning their attention back to West Africa? In this episode of EnergyCents, Sam Humphreys and Hill Vaden are joined by S&P Global's…
- Talking refining capacity with Phillips 66 (Ep. 260) · 34 minPhillips 66 is a US-based downstream energy company that operates through five core segments: Midstream, Chemicals, Refining, Marketing and Specialties (M&S), and Renewable…
- The Illusion of Crowds: In conversation with S2G · 36 minWhat happens when plenty of capital enters the energy transition, but not enough of it reaches the companies best positioned to scale? In this episode of EnergyCents, Hill Vaden…
- Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258) · 34 minScenario planning allows investors and executives to prepare for situations outside of their base-case expectations. S&P Global Energy developed a new case called "Quagmire" that…
- Digital underground: Grid-forming inverters and the future of grid stability (Ep. 257) · 35 minTraditional grids rely on the physical inertia of massive, spinning turbines to stabilize frequency during sudden power outages. This stability is being challenged by the growth…
- Marginal utility: Lack of new capacity leads to boom time for North America refining (Ep. 256) · 33 minFresh investment in North American refining infrastructure stalled in prior years as the sector braced for long-term demand destruction. However, capacity has fallen faster than…
- South America's Right Turn: The new political map of energy (Ep. 255) · 31 minSouth America is undergoing a major political shift, with a wave of right-leaning governments reshaping the region's approach to energy and natural resources. In this episode…
- Strait talk: Oil markets brace for new phase amid extended Hormuz tensions (Ep. 254) · 46 minOil and product markets showed unexpected resilience in prior weeks thanks, in large part, to reduced crude demand from China. The system is now much tighter and its resilience…
- Talking clean-energy investment trends with ACORE (Ep. 253) · 30 minACORE is a Washington-based non-profit that brings together partners in finance, policy and technology to advance clean energy initiatives in the US. ACORE SVP of Policy and…
- Corn, Carbon and Competition: Ethanol's Next Chapter in the US (Ep. 252) · 31 minEthanol has been a cornerstone of the US biofuels industry for decades, but what role will it play in an energy system increasingly shaped by electrification, low-carbon fuels…
- Necessity breeds invention: US data centers developers embrace behind-the-meter power (Ep. 251) · 29 minThe US data center complex is building against speed-to-power mandates that require developers to get projects online as quickly as possible. Delays plugging into grid-connected…
- Sea change: Offshore wind sector adjusts development plans as costs rise (Ep. 250) · 34 minMore than 90 GW of offshore wind capacity has been installed globally, split almost equally between Europe and China. Development in many parts of the world has slowed as rising…
- NIMBY: Data center developers wrestle with growing pains (Ep. 249) · 33 minAs data center projects become more visible across the US, they are having to manage more not-in-my-backyard (NIMBY) concerns from community stakeholders and policymakers. These…
- Talking energy-as-a-service with Budderfly (Ep. 248) · 28 minBudderfly is an energy-as-a-service company that assumes responsibility for its commercial customers' utility bills and installs energy-efficiency equipment on their behalf. A…
- Talking trash: Neogenyx Fuels and the opportunity to scale landfill RNG (Ep. 247) · 30 minNeogenyx Fuels launched in May 2026 as a 70/30 joint-venture project between Ameresco and HASI. The spin-off company is built with Ameresco's legacy biofuels business and a $400…
- Hot n' Cold: Talking efficiency with International District Energy Association (Ep. 246) · 36 minDistrict energy uses a centralized network of underground pipes to transport produced steam and hot or chilled water to heat or cool end-use buildings. The model is most commonly…
- Don't call it a comeback: Nuclear's been here for years (Ep. 245) · 31 minA nuclear renaissance in the US stalled 20 years ago when gas-fired generation won market share and power demand flattened. This time, many believe, is different. S&P Global…
- Charif Souki on the Future of LNG: Glut Myths, Infrastructure, and Global Demand (Ep. 244) · 29 minThis week on EnergyCents, Hill Vaden and Sam Humphreys speak with LNG pioneer Charif Souki about the extraordinary rise of the US from LNG importer to global export leader — and…
- Talking emissions accounting with Carbon Measures (Ep. 243) · 22 minCarbon Measures represents a coalition of businesses working to reduce emissions by establishing a more accurate carbon accounting framework. Carbon Measures CEO Amy Brachio…
- Applying AI agents to industrial operations with UptimeAI (Ep. 242) · 15 minSan Francisco-based UptimeAI develops agentic software that can diagnose root causes of problems discovered in the industrial processes of energy, chemicals, manufacturing and…
- Talking policy with the US Department of Energy (Ep. 241) · 19 minEnergy policy has been a major focus of American politics for decades as government planners try to balance often competing priorities around affordability, availability, and…
- Don't stop believing: ReconAfrica's Namibia Journey · 25 minNamibia has been in the headlines for its giant offshore discoveries, which have opened up a wealth of opportunities in the region. But in 2025, ReconAfrica made the country's…
- Critical Minerals, Critical Moment: Metals in the Spotlight at CERAWeek (Ep. 239) · 28 minIn the second installment of the CERAWeek x EnergyCents specials, the focus is on critical metals and the impact the world's geopolitical situation is having on the supply and…
- Reviewing CERAWeek 2026: Convergence, competition, and concerns about TSA wait times (Ep. 238) · 26 minCERAWeek anchored its 2026 theme around the title, "Convergence and Competition: Energy, Technology and Geopolitics," when the event hosted more than 12,000 participants in…
- Return of the...Crux: OB3 and tax credits · 38 minCo-founder and CEO of Crux, Alfred Johnson, returns to EnergyCents and hosts Hill Vaden and Sam Humphreys to catch up on what has been happening in the US tax credit space since…
- Contracted offtake: US clean energy procurement set for evolution as market matures (Ep. 236) · 35 minPower Purchase Agreements, or PPAs, contractually guarantee revenues to power-generation projects for a fixed number of years and have underwriten the boom in renewable…
- From Shale to Scale: Daniel Gonzalez on Vaca Muerta's Promise for Argentina (Ep. 235) · 33 minUnpack the next chapter of Argentina's energy story through the lens of Vaca Muerta, one of the world's most promising shale basins. In this episode, Argentina's Vice Minister of…
- Talking behind-the-meter power generation with Bloom Energy (Ep. 234) · 39 minBloom Energy manufactures solid oxide fuel cell (SOFC) systems for on-site power generation projects and has been a major beneficiary of the US boom in data center development…
- Strange brew: Canadian oil sands position for growth (Ep. 233) · 36 minThe Canadian oil sands are making more than 3.5 million barrels per day and would be the major contributor to the Albertan government realizing its ambition of doubling…
- Check please: European importers await CBAM bill as transitional phase ends (Ep. 232) · 34 minEurope moved its Carbon Border Adjustment Mechanism (CBAM) into its definitive phase in January 2026 after two years of emissions-data collection. The definitive phase now…
- Talking US natural gas acquisitions and capital partnerships with Diversified Energy (Ep. 231) · 35 minDiversified Energy is a multi-basin US natural gas producer focused on growing itself through acquisitions of proved developed producing reserves. In 2025, the company announced…
- Top Trends for 2026: Energy capital bets on AI-led power demand, positions for cyclical oil surplus (Ep. 230) · 33 minTop Trends for 2026: Energy capital bets on AI-led power demand and positions for a cyclical oil surplus. AI will continue to be a dominant driver of energy capital flows in 2026…
- Talking long-duration energy storage with the CEO of Inlyte Energy (Ep. 229) · 35 minTalking long-duration energy storage with the CEO of Inlyte Energy Inlyte Energy is a U.S.-based manufacturer of iron-sodium battery energy storage systems. The five-year-old…
- Top Trends for 2026: Upstream leans into its core business as the energy-expansion agenda cements (Ep. 228) · 32 minThe global upstream sector will navigate increased cost pressures this year as it faces a well-supplied oil market. This expectation and four other key trends will direct the…
- Africa: Infrastructure hurdles limit pace of broadening energy access (Ep. 227) · 38 minAfrica is often discussed as a single entity, but the energy profiles differ widely between North Africa and Sub-Saharan Africa as well as within the 54 countries that define…
- Top Trends for 2026: Data center demand soars; global solar installations peak; and more (Ep. 226) · 30 minGlobal solar installations slow after a record-setting 2025 as growth in the rest of the world fails to cover an expected 33% decline in annual additions by China. This…
- Holiday special: Energy markets year-in-review and new year resolutions (Ep. 225) · 44 minWe welcome back S&P Global Energy experts Reed Olmstead and David Vaucher for our annual year-in-review and resolutions episode. Hosts Sam Humphreys and Hill Vaden check in to…
- Chatting adaptation finance with HFW (Ep. 224) · 39 minAdaptation vs mitigation. The conversation continues to permeate global climate goal discussions as the world attempts to reach net zero. But with adaptation becoming more and…
- Talking cleantech capital with the founders of GreenFront Energy Partners (Ep. 223) · 34 minGreenFront Energy Partners, an investment bank based in Richmond, Va., is on a self-imposed mission to bring together the financial, intellectual, entrepreneurial, and natural…
- Gassy Globe: The ups and downs of demand (Ep.222) · 32 min · Episode 220After a period of tightening natural gas supply since the Russia-Ukraine conflict, we are entering a time of oversupply, as more LNG hits the market. S&P Global Energy Global Gas…
- Talking Carbon Capture with Tim Vail, CEO of Ion Clean Energy (Ep. 221) · 34 min · Episode 221The opportunity for carbon capture technology is expanding as the role of natural gas in power generation grows in an emissions-constrained world. Ion Clean Energy, which…
- Peak Uncertainty: Forecasters wrestle with muddled outlooks for long-term oil demand (Ep. 220) · 28 min · Episode 220Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These…
