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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

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.

How the war in Iran is accelerating Asia's energy transformation

The 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 of Ukraine triggered an energy crisis that forced governments to scramble for solutions. But this time, something is different.
 
In this episode of Energy Evolution, host Eklavya Gupte speaks with Alex Blackburne, senior reporter at S&P Global Energy, who recently sat down with Miguel Stilwell d'Andrade, CEO of Portugal's EDP — one of Europe's largest utilities and a major player in renewable energy.
 
Stilwell d'Andrade explains why Europe's power system is more resilient now than it was four years ago, driven by the region's massive expansion of wind, solar and storage. But progress hasn't been uniform, and the EDP CEO argues that consistent policy execution, as opposed to new measures, is what Europe needs most to secure its energy independence.

From crisis to resilience: How renewables are strengthening Europe's energy security

The 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 2027 regulatory deadline looms.
 
In this episode of Energy Evolution, host Eklavya Gupte asks whether Europe's methane regulation will set a new global standard for climate accountability or trigger an energy crisis by impacting long-term contracts and reshaping global gas trade flows.
 
Desmond Wong, global lead for low-carbon gas pricing at Platts, part of S&P Global Energy, interviews two experts on the legislation's far-reaching implications.
 
First, Doug Wood, gas committee chair at Energy Traders Europe, explains the commercial realities facing importers: unclear penalties, missing verification standards, and the regulatory gaps that could prevent companies from signing new supply deals.
 
The conversation then turns to Max Mucenic, senior principal emissions analyst at S&P Global Energy Horizons, who breaks down the technical challenge of measuring methane across complex supply chains and discusses why wide variations could determine which suppliers win or lose access to European markets.

How EU's methane rules could upend global gas trade

Chris 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 subsidiaries serve more than 9 million customers in Alabama, Georgia, Illinois, Mississippi and Tennessee. 
 
In this episode, co-host Dan Testa sits down with Womack to discuss the many issues facing the US power industry, including how utility capital spending impacts affordability, federal loan guarantees, coal-fired power plant extensions, as well as rising power demand forecasts driven by data centers and AI.

Southern Company CEO Chris Womack on AI, power demand and affordability

The 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 electricity demand forecasts in the US and around the world. 
 
But while the power industry is working to supply electricity needed by large tech firms, it is also using AI technology to improve its own operations. In this episode, Dan Testa speaks with experts and executives about how utilities, large industrial facilities and energy companies are using AI, and what's ahead. 
 
Joining this episode are Morgan Scott, vice president of global partnerships and outreach at the Electric Power Research Institute; Honeywell Process Automation President and CEO Jim Masso; and Amit Narayan, co-founder and CEO of GridCARE.

Exploring AI applications for energy and the grid

Russia'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 budget.
 
The war has stalled Russia's decarbonization plans and reduced investment in cleaner energy projects. But with climate change impacts increasingly visible across Russia's vast territory, the question looms: How will Moscow adapt its energy infrastructure? And what potential exists if the government shifts priorities toward energy adaptation?
 
In this episode of Energy Evolution, host Eklavya Gupte and Rosemary Griffin, managing editor at Platts, part of S&P Global Energy, examine how geopolitical conflict and climate realities are creating a crossroads moment for one of the world's largest energy producers.
 
First, Tatiana Mitrova, fellow at Columbia University's Center on Global Energy Policy, explains how the war in Ukraine is affecting Russia's energy strategy and why the country's enormous renewable energy potential remains largely untapped.
 
The conversation then turns to Eoin Quill, researcher at Climate Analytics, who puts Russia's greenhouse gas emissions in global context, examines its role as a carbon sink, and explores how the rapidly warming Arctic could alter the country's energy infrastructure and export capabilities.

War, sanctions and climate: The forces redefining Russian energy

Ernest 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, that negotiated the 2015 Iran nuclear agreement. Moniz currently serves as founder and CEO of the EFI Foundation, a nonprofit dedicated to supporting the transition to a low-carbon energy future. 
 
In this episode, Dan Testa speaks with Moniz on the sidelines of the CERAWeek by S&P Global conference in Houston, to hear the former secretary's perspectives on the current war with Iran and the impacts on oil and gas markets, as well as how the conflict could accelerate adoption of other forms of energy. Moniz also weighs in on steeply rising US power demand forecasts, which new energy technologies hold promise and possible "bumps in the road" for the energy transition.
 
This episode also features information about the Platts Global Power Markets Conference, scheduled for April 13-15 in Las Vegas. Click here to register or learn more about the conference.
 
Related content: 
 
(Subscriber content) QatarEnergy expects 3-5 years to repair LNG facilities after strikes 
 
(Subscriber content) Iran war disrupting supply chains more so than COVID: Saudi finance minister 
 
(Subscriber content) Crude exports from inside Strait of Hormuz plunge 70% since onset of war: CAS

Former Energy Secretary Moniz discusses the Iran war, new technology and power demand

The 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?
 
In this episode of Energy Evolution, host Eklavya Gupte speaks with James Burgess, senior reporter at S&P Global Energy Platts, and Matthew Hodgkinson, senior principal analyst at S&P Global Energy Horizons, who explain why so many projects withdrew from the auction process and explore what's next for the EU's flagship model for kick-starting the green hydrogen sector.
 
Our experts assess the challenges facing the nascent market and take a look at other recent developments across the region, including the latest from the H2Global import auctions and how the EU's Carbon Border Adjustment Mechanism is affecting hydrogen trade.
 
Related content:
 
News feature: European hydrogen industry digests failure of second EU auction
 
H2Global news (Subscriber content): H2Global European hydrogen import auction opens global lot with Eur353/MWh cap
 
Price assessments (Subscriber content): Spain Alkaline Renewable PPA Derived Hydrogen Eur/kg SARHE00

What's holding back Europe's hydrogen ambitions?

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