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S&P Global Commodity Insights

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.

Platts Future Energy

Smart technology is rapidly redefining the debate over grid infrastructure. Rather than spending millions on new transformers, transmission lines and generation capacity, a growing consensus suggests the answer lies in using existing resources more intelligently.
 
In this episode, host Eklavya Gupte speaks with Devrim Celal, Chief Flexibility and Marketing Officer at Kraken Technologies, about how consumer devices are being transformed into virtual power plants managing gigawatts in real time.
 
Celal explains how Kraken coordinates nearly 8 gigawatts across half a million devices, from utility-scale batteries to home EV chargers, turning flexibility into the new currency of power markets. He discusses why the shift from thermal to renewable generation has created unprecedented volatility, and how time-of-use tariffs and smart optimization are unlocking consumer participation at scale.
 
The conversation also examines why batteries have become the fastest-growing energy technology globally, and how the dual pressures of electrification and data center growth are forcing a fundamental reimagining of the grid.

Moving beyond the grid bottleneck with smart technology

Traditionally, European power systems were engineered around a single imperative: survive the winter "Dunkelflaute," those prolonged cold, dark, windless stretches that push demand higher while renewable generation collapses. But rising summer temperatures are dismantling this assumption. Heat waves are forcing a fundamental recalibration of infrastructure investment, operational strategy and market design across the European power sector.
 
In this episode, host Eklavya Gupte speaks with Parth Goel, power analyst at S&P Global Energy CERA, about how extreme heat is reshaping demand patterns, straining supply and exposing vulnerabilities in the continent's energy infrastructure.
 
Goel explains why France, not Southern Europe, has emerged as the most price-sensitive region during heat waves, how solar generation creates dramatic price swings between midday troughs and evening peaks, and why Europe is shifting from a winter-peaking power system to a dual-peaking one.
 
The conversation also examines the compounding effects of drought on Alpine hydro, the thermal stress on nuclear cooling systems, and why summer now demands the same infrastructure planning attention as winter.

The summer stress test: How heat waves are rewiring Europe's power markets

The 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 and power market fundamentals determine success or failure. In this episode, host Eklavya Gupte speaks with Declan Flanagan, founder and CEO of Bluestar Energy Capital, about how his company is responding to these shifts.
 
 Flanagan discusses how power pricing dynamics are reshaping technology choices and why certain markets like Germany are emerging as battery storage frontiers. He also examines how capex inflation, extended interconnection timelines and evolving demand profiles have rewritten the renewables investment playbook.

The new economics of renewable energy: Why transmission trumps technology

Every 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, California's grid operator on May 1 launched its Extended Day-Ahead Market, or EDAM, giving power providers a better way to coordinate to find the cheapest electricity. 
 
So how is it going so far? And what does it mean for grid reliability, emissions, ratepayers and power traders? Joining the podcast to address those questions will be Elliott Mainzer, president and CEO of the California Independent System Operator, and Scott Miller, executive director of the Western Power Trading Forum. They are interviewed by Kassia Micek, a reporter for S&P Global Energy who covers Western power markets, who joins co-host Dan Testa to talk about what's ahead for the region.

What California's launch of an extended day-ahead market means for the western US

Much 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, modular reactors.
 
But if we ask what new nuclear reactors have been built recently in North America and are up and running? The answer is the two reactors at the Vogtle plant in Georgia, which use Westinghouse Electric's AP1000 design.
 
In this episode, Dan Testa interviews Grant Isaac, president and COO of Cameco Corp., a uranium mining and production company that is co-owner of Westinghouse Electric. Isaac says the global nuclear industry is making significant improvements in cost and execution when it comes to building new projects and refurbishing existing reactors – and that the pieces are lining up in the US for utilities to invest in new, large nuclear reactors using Westinghouse's AP1000 design.

Cameco makes the case for large nuclear reactors

After 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 is no exception. In this episode of Energy Evolution, host Eklavya Gupte examines the paradoxes shaping Europe's gas outlook.
 
Gas prices in Europe have surged since the conflict erupted, yet remain far below the panic-driven highs of 2022 following Russia's invasion of Ukraine. Beneath the surface, however, a new set of risks is emerging: gas storage is filling at its slowest pace in years, and the market's reliance on LNG has left it increasingly exposed to fresh supply shocks.
 
Matt Hoisch, senior gas and LNG reporter at Platts, part of S&P Global Energy, speaks with Jack Sharples, senior research fellow on the gas research program at the Oxford Institute for Energy Studies, about why prices haven't reached 2022 crisis levels, what current storage figures mean for winter volatility, and how the gas market's growing interconnectedness is amplifying uncertainty.

How the Iran war is challenging and changing Europe's gas market

It'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 added 17.75 gigawatts of large-scale battery storage capacity, up 52% from 2024. Multiple forecasts suggest another 100 GW or more of large-scale battery capacity will come online in the US through 2030. 
 
To the extent utilities and power producers can meet the electricity demand projected to surge in coming years, batteries are going to be critical to the solution, supporting data centers, electric vehicles, domestic factories and other sources of increased load. 
 
In this episode, Dan Testa digs into these trends with Noah Roberts, executive director of the Energy Storage Coalition, and Mateo Jaramillo, CEO of Form Energy, a company building and deploying long-duration batteries using innovative iron air technology.

How battery storage is transforming the power grid

The 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 supplied to hyperscale, leased and crypto-mining data centers reached about 64.4 gigawatts in 2025, nearly tripling since 2020. And that growth is accelerating.
 
In this episode, host Dan Testa speaks with Brandon Oyer, head of energy and water for the Americas at Amazon Web Services. Oyer breaks down what he describes as misperceptions regarding the water and power impacts of data centers, the ways in which many people rely on data centers without realizing it and how AWS works with utilities to develop new projects.

Discussing data centers' grid impacts with Amazon Web Services

In 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 Europe's strategic pivot toward domestic energy sources, the explosive growth potential of biomethane as a gas substitute, and the surge in demand for renewable certificates driven by AI data centers — alongside the challenge of creating liquid markets for products that exist only as digital attestations.
 
Van Diessen explains both the parallels and distinctions between environmental and traditional energy trading. Like oil and gas, environmental commodities require logistics, storage and physical infrastructure. But unlike fossil fuels, they're far more sensitive to regulatory shifts — where a single policy change can trigger volatility as dramatic as any geopolitical shock.

Beyond molecules: The rise of environmental commodities

In 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 transition.
 
Ruchira Singh, energy transition editor at Platts, part of S&P Global Energy, speaks with Nobuo Tanaka, chair of the steering committee at the Innovation for Cool Earth Forum and former executive director of the International Energy Agency, about the emerging dynamics between petrostates and electrostates, and where Asia stands on the threshold of its energy future.
 
Echoing the 1970s oil shocks that gave rise to the LNG market, Tanaka believes this crisis will spark another tectonic shift, elevating renewables to the mainstream and fast-track Asia's electrification.
 
From faster electric vehicle adoption to expanding low-carbon hydrogen trade and strengthened regional collaboration, Asia is poised to respond with a decisive shift toward cleaner, more resilient energy systems, he says.

The new economics of renewable energy: Why transmission trumps technology

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