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S&P Global Commodity Insights

Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Eklavya Gupte speak with policymakers, industry professionals and SPGCI 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 has merged with the Platts Future Energy podcast as of January 2025.

Platts Future Energy

In this episode, Commodity Insights analysts Tiffany Wang and Cinthya Pena explain the implications of the One Big Beautiful Bill Act for US renewables supply chains and project development.
 
The OBBBA was a sweeping budget reconciliation bill which US President Donald Trump signed on July 4. Cuts to the tax credit regime introduced in the Inflation Reduction Act will effectively curb the bill’s 45Y and 48E clean electricity production and investment tax credits.
 
Yet, some US companies remain optimistic for long-term success, senior reporter Garrett Hering lays out on the podcast.
 
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

One Big Beautiful Bill: Another ride on the solar coaster?

In this week’s episode, energy reporters Camilla Naschert and Alex Blackburne explain the ongoing debate around the way in which price zones are divided in Europe’s power markets.
 
In markets with only one price zone, such as Germany and Britain, widening geographic distances between demand centers and new renewables development are starting to raise questions around grid bottlenecks, redispatch costs and incentives for new renewables.
 
But there are also political and organizational realities to consider in a potential split, so the answer for regulators and politicians is not straightforward.
 
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

Break up or not? Europe's zonal pricing conundrum

In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments and companies are building critical infrastructure for carbon trading and global climate cooperation.
 
Host Eklavya Gupte speaks with Gurvinder Bains, Director of Business Development of Environmental Solutions at S&P Global Commodity Insights, who highlights the pivotal role of carbon registries in securing financing and scaling project development under Article 6.
 
We also hear from Hugh Salway, Senior Director of Market Development and Partnerships at Gold Standard, who shares insights on how countries are increasingly viewing carbon credits as national assets and establishing domestic programs.
 
The discussion addresses the challenges posed by an increasingly fragmented carbon market and the implications for effective global climate action.
 
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
 
Links:
 Platts CEC $/mtC02e PCECA00
Platts Household Devices $/mtCO2e CNHDD00
 Unlocking the potential of carbon markets: Designing carbon registries for success (white paper)
 Register for APPEC Carbon Markets Conference

Carbon registries key to unlocking Article 6 climate finance

In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure.
 
Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressures that are emerging from warmer temperatures.
 
Correspondent Camilla Naschert interviews Brian Motherway, head of the office of energy efficiency and inclusive transitions at the International Energy Agency, on Europe's growing appetite for air conditioning and its impact on EU climate and energy efficiency goals.
 
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
 
Links:
 EEX France Fin Baseload power AAOAM00
 Platts UK GTMA Baseload power FUKXY01
Western Europe endures record June heat stress: EU's climate monitor (subscriber content)

Hot Grid Summer: Europe's power system under stress

Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise.
 Surging interest in the technology has recently seen $7.1 billion raised across 50 global fusion startups.
 
Research timelines appear to be accelerating, Steve Piper, director of energy research at S&P Global Commodity Insights, said on the podcast.
 
Big Tech is well represented in the investor base due to growing energy demand from datacenters.
 
Francesco Sciortino, CEO of fusion startup Proxima Fusion, said investors are looking to secure a stake in the market now. "Fusion is not something to tiptoe into," he said on the podcast.

The road to commercial nuclear fusion

In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself.
 
They look at ammonia's pivotal role as both a key ingredient in nitrogen fertilizer production and a potential game-changer for clean energy storage and transport.
 
Hoisch also discusses how the emerging low-carbon ammonia market could nearly double demand for ammonia by 2050, positioning itself as a viable next-generation fuel.
 
Links:
 Ammonia CFR Northwest Europe $/mt AMMOC00
Ammonia CFR West Coast India ACWCI00
 Granular urea FOB Algeria GLUAD00
Ammonia FOB US Gulf AFUSG00

How the energy-intensive industry of fertilizers and ammonia could fuel a green future

In this episode of Energy Evolution, host Taylor Kuykendall speaks with Gerard Barron, CEO of The Metals Co. Barron and his company are looking to mine the ocean floor for metals like cobalt, nickel, and rare earth elements as demand for the materials surges due to the rise of renewable energy technologies and electric vehicles.
 
Barron discusses the potential of polymetallic nodules found in the depths of the Pacific Ocean, the technology used to mine the ocean and the environmental implications of mining in such delicate ecosystems. The conversation also touches on recent developments in US policy supporting mineral independence and the challenges ahead as the Metals Co. seeks to transition from exploration to commercial recovery.

Metals Co. CEO says ocean mining permit coming 'sooner than people expect'

The global energy transition was already facing headwinds even as trade tensions and geopolitical uncertainty escalated. Supply chain disruptions, elevated interest rates, and persistent inflation have created additional hurdles for renewable projects. But could rising resource nationalism paradoxically accelerate the transition by spurring countries to prioritize domestic renewable energy development?
 
In this episode, host Eklavya Gupte and Commodity Insights journalist James Burgess explore this complex dynamic with two guests who offer different perspectives.
 
 Dan Klein, head of future energy pathways at Commodity Insights, explains how nations are recalibrating their energy strategies to balance security concerns with decarbonization goals in an increasingly volatile geopolitical environment. Ben Hoff, Societe Generale’s global head of commodity research, argues that the momentum behind the energy transition is unstoppable, and that protectionist measures could nurture domestic renewables sectors despite short-term disruptions. 
Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

How resource protectionism is influencing the energy transition

In this episode of the Energy Evolution podcast we delve into the emerging field of carbon removal technologies and their role in the fight against climate change. 
 
The discussion highlights various methods, including both technology-based solutions like direct ocean capture and nature-based approaches such as reforestation. Our guests on this week's episode are Jan-Willem Bode, President, Puro.earth, and Steve Oldham, CEO, Captura. Captura is a start-up company focused on capturing carbon dioxide directly from seawater. Puro.Earth is a carbon removal registry focused on removal credits. It created the Puro Standard, which is the world's first carbon standard for engineered carbon removals.
 
Host Eklavya Gupte asks Oldham and Bode about the economic viability and market dynamics of carbon removal credits and addressing skepticism surrounding their effectiveness and cost. The episode also explores the importance of transparency and quality in the carbon credit market, especially as demand grows from both tech companies and compliance markets.

Carbon removal technology, markets picking up steam

Clean energy buyers are facing new challenges and opportunities in the face of a shift in US politics and rising demand for electricity to power energy-hungry data centers. 
 
Rich Powell, CEO of the Clean Energy Buyers Association, joins Energy Evolution to talk about how his organization, representing over $15 trillion in market cap and contracts for 84 gigawatts of new clean energy, is tackling the complexities of changing energy policy, the potential repercussions of tax incentive changes, and the innovative technologies that could shape the future of our energy landscape. Powell also shares his insights on the relationship between economic growth and carbon emissions-free electricity and the importance of permitting reform.

Buying clean energy in an age of growing electricity demand

The price of solar photovoltaic modules has declined around 40% in the past year due to high production in China.
 
In this episode of Energy Evolution, we're exploring whether cheaper panels are unlocking the business case to build utility-scale solar in the Nordic region. With much fewer sun hours and ample wind and hydro, these northern European countries are no solar hubs – but this is starting to change.
 
Energy Evolution correspondent Camilla Naschert spoke to Warren Campbell and Peter Tornberg of renewables developers Alight and OX2, as well as Justin FitzHugh of investment bank Arctic Securities, bringing a perspective from a region warming to solar energy.
 
Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

Are cheaper solar panels opening up less sunny markets?

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