371 episodes

In-depth weekly analysis of US oil policy news from S&P Global Platts' senior editors covering the Capitol. Hosted by senior oil news editor Meghan Gordon.

Capitol Crude: The US Oil Policy Podcast S&P Global Platts

    • News
    • 3.8 • 4 Ratings

In-depth weekly analysis of US oil policy news from S&P Global Platts' senior editors covering the Capitol. Hosted by senior oil news editor Meghan Gordon.

    How the world's largest LNG buyer finds stability during gas market volatility

    How the world's largest LNG buyer finds stability during gas market volatility

    With tight supplies and strong demand helping create large swings in global gas prices, Japanese utility JERA is staying the course.
    The world’s largest LNG buyer is focused on its supply procurement and trading strategy.
    Sunao Nakamura, a senior managing executive officer at JERA and chief of the Japanese company’s optimization department, spoke with Platts Senior Editor Harry Weber about the gas-pricing environment, where the market could be headed and how JERA is responding. He also addressed how the energy transition affects the decision-making process.
    Stick around after the interview for Jeff Mower with the Market Minute, a look at near-term oil market drivers.

    • 28 min
    Legislative wrangling presents make-or-break moment for asphalt industry

    Legislative wrangling presents make-or-break moment for asphalt industry

    Asphalt, the heaviest part of crude used in road and home construction, could see a surge in demand as the $1 trillion infrastructure bill would provide record amounts of funding for highway improvements. But all that depends on the bill making it to the president’s desk to be signed into law.
    That legislation also includes critical language that would provide five years of funding stability for the federal-aid highway program and other surface-transportation programs that are soon set to expire. Reauthorizing surface transportation programs was not easy, even before things got so polarized on the Hill. And in this go-around, the stakes are even higher as the Highway Trust Fund used to reimburse states for road projects is running out of money, so simply kicking the can down the road is not as viable an option.
    Jasmin Melvin spoke with Jay Hansen, executive vice president for advocacy at the National Asphalt Pavement Association, about the potential influx in federal dollars for highway projects and the impact of political infighting on the asphalt industry.
    Stick around after the interview for Jeff Mower with the Market Minute, a look at near-term oil market drivers.

    • 23 min
    'Seller' LNG market makes US exporters flexible on indexation

    'Seller' LNG market makes US exporters flexible on indexation

    Amid a crowded field of US liquefaction projects, Commonwealth LNG is looking to build momentum for its proposed 8.4 million mt/year facility in Louisiana as it targets a final investment decision in late 2022 and shipping its first LNG in 2025.
    Senior editor Harry Weber spoke with Commonwealth LNG CEO Paul Varello about the state of the global market, the status of commercial efforts to support his project, and the impact that the run-up in spot prices in Asia and Europe is having on US aspirations to one day become the world’s biggest exporter of the super-chilled power plant fuel.
    Stick around after the interview for Chris van Moessner with the Market Minute, a look at near-term oil market drivers.

    • 18 min
    US utilities, regulators gear up for electric vehicle outlook

    US utilities, regulators gear up for electric vehicle outlook

    Last week brought another major development in the outlook for the US adoption of electric vehicles, with Ford Motor Co. and South Korea's SK Innovations announcing an $11 billion project to manufacture EVs and lithium-ion batteries in Kentucky and Tennessee starting in 2025.
    A lot of uncertainties still surround the outlook for EV adoption in the US, including government incentives like those in President Biden's Build Back Better proposal, the cost comparison with gas-powered cars, and scale-up of charging infrastructure.
    Senior editor Meghan Gordon spoke with Karen Felton, EY's head of Americas power and utilities, about what she sees for the electrification of US transportation.
    Stick around after the interview for Senior editor Jordan Blum with the Market Minute, a look at near-term oil market drivers.

    • 10 min
    Offshore driller Kosmos Energy sheds frontier assets, weighs carbon intensity to confront energy transition

    Offshore driller Kosmos Energy sheds frontier assets, weighs carbon intensity to confront energy transition

    Global oil demand will still be significant for years, even under the most ambitious energy transition. So which basins will continue to produce, and which others will be abandoned?
    Offshore E&P company Kosmos Energy has answered those questions by halting its frontier exploration and selling those assets in the past two years. Its oil portfolio is now focused on two areas: West Africa and the Gulf of Mexico, and it aims to increasingly shift to natural gas.
    Senior editor Meghan Gordon spoke with Mike Anderson, senior vice president for external affairs and sustainability at Kosmos Energy.
    They talked about how offshore drillers are confronting the energy transition, the carbon intensity of different crude streams and the implications for the lack of investment happening right in the Gulf of Mexico.
    They also looked at the energy disparity between developed and developing countries, and how world leaders might approach those tensions at COP26 in November.
    Stick around for Starr Spencer with the Market Minute, a look at near-term oil market drivers.

    • 24 min
    US natural gas utilities look to turn climate challenges into opportunities

    US natural gas utilities look to turn climate challenges into opportunities

    The American Gas Association has committed to reducing greenhouse gas emissions and believes that natural gas utilities are well-positioned to help the Biden administration achieve the ambitious climate goals laid out by the president, though they’re not on board with some proposals floated on Capitol Hill, including the methane fee. Jasmin Melvin spoke with Richard Meyer, AGA’s vice president of energy markets, analysis and standards, about the administration’s climate agenda and what natural gas utilities are doing about their carbon and methane footprints. Stick around after the interview for Chris Van Moessner with the Market Minute, a look at near-term oil market drivers.

    • 25 min

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3.8 out of 5
4 Ratings

4 Ratings

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