S&P Global

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Chaîne • 23 émissions

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22/05/2025

Gasoline Dreams: Peak demand encroaches on oil markets (Ep. 195)

Global crude demand begins to peak in 2027 despite longer-term growth trajectories for both jet fuel and naphtha, according to the most recent update of S&P Global Commodity Insights' Annual Strategic Workbook covering oil markets. Oil and refined products experts Matt Andre and Shiva Gupta join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the key messages from their updated long-term global crude oil forecasts and how oil and refined products remain a meaningful part of global energy supply even after demand peaks. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

22/05/2025

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33 min
25/01/2021

EnergyCents- Ep 23: Refining the refining industry

Substantial demand for liquid fuels—and therefore a refining industry—is probable for the foreseeable future. However, the structure of the refinery, its feedstock sources, and its success factors could be quite different as successful companies pivot to a low-carbon supply business. In this episode of EnergyCents we are joined by Kurt Barrow, Vice President of Oil Markets, Midstream & Downstream, to discuss the challenges and opportunities facing the refining industry and share his thoughts on the most important things to watch in 2021. Send us your comments or questions by emailing energycents@ihsmarkit.com.

25/01/2021

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39 min
13/11/2025

India, Pakistan jostle over exclusive rights for basmati rice

The global demand for basmati rice has been rising, especially in the Middle East and the EU. As a result, the competition to sell this long-grain variety has intensified in recent years. The world's biggest Basmati suppliers -- India and Pakistan -- claim proprietary ownership over this long-grain Asian indica rice. In this podcast, we will shine some light on the fundamental issues in the basmati trade and the way forward for the two South Asian countries. Join S&P Global Commodity Insights' Asim Anand, manager, agriculture & food pricing, Dipanshi Agarwal, principal analyst, APAC crops, Ayushi Baloni and Namarita Kathait, associate price reporters for agriculture & food, in a discussion about the intricacies of the global basmati trade and why it has become a source of disagreement between India and Pakistan.

13/11/2025

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24 min
18/09/2025

Methane Monitors: Overflight observations reveal decline in Permian emissions (Ep. 212)

Upstream operators in the Permian Basin have reduced emitted methane by 50%, or 29 million metric tons of CO2 equivalent, since 2022 according to overflight data. Importantly, this reduction has occurred at the same time as oil production has grown and reflects an improvement in the methane intensity of Permian operations. Raoul LeBlanc, vice president of upstream at S&P Global Commodity Insights, joins Hill Vaden and Sam Humphreys to discuss how methane management is becoming a normal part of Permian operations and technology is shifting focus from 'find and fix' to 'predict and prevent.' Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

18/09/2025

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33 min
13 FÉVR.

US aluminum market digests tariff-induced volatility at Platts Symposium

In this episode of the Commodities Focus Podcast by S&P Global Energy, host Tina Allagh, lead specialist for nonferrous metals pricing, is joined by senior nonferrous price reporter Colleen Ferguson, metals news reporter Anthony Rizkala and principal aluminum analyst Karen Norton to review the key industry and pricing takeaways from the Miami symposium Feb. 1-3. How has the current macroeconomic backdrop, with 50% import duties in place since June, impacted sentiment within the domestic aluminum industry? What does the demand environment look like after the removal of electric vehicle incentives and the rise of data center construction? Within the physical aluminum market, what does spot activity look like as existing stocks continue to dwindle? From current market drivers to the year's forecasted supply and demand balance globally, this episode explores the numerous uncertainties weighing on US aluminum trade. Related link: Specification Guide: Global Nonferrous Metals: global_nonferrous.pdf

13 févr.

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12 min
03/11/2023

Biodiversity and wind power: Are they at odds, and what are the solutions?

Wind turbines are essential tools for the transition to cleaner energy systems, but as the buildout progresses, questions around their biodiversity impact on land and offshore are becoming louder. Many new projects face legal challenges over the protection of birds in particular. In Europe, the energy crisis following the war in Ukraine has led policymakers to reduce the compliance burden for new projects on land. Offshore, biodiversity advocates warn that a vast wind buildout risks the extinction of seabirds and sea animals. In our 100th episode of Energy Evolution, we hear from Lena Fritsche of wind developer ABO Wind about long delays to new projects due to biodiversity rules, and from Ewout van Galen, director of the North Sea Foundation, which works to protect ecosystems in one of the world's busiest seas. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes! Read the full article on biodiversity considerations for wind power here: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/biodiversity-questions-loom-larger-as-europe-s-wind-fleet-expands-77364736

03/11/2023

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22 min
30/11/2023

Number Go Up: Crypto Scam, The Crypto Crash, and Zeke Faux's Absurdist Masterpiece

In this episode, we review what past events and circumstances have led us to the recent cryptocurrency news plastering the headlines through the lens of author Zeke Faux's absurdist masterpiece titled "Number Go Up: Inside Crypto's Wild Rise and Staggering Fall." Together with Zeke, we cover a wide range of topics including the FTX fraud, the Sam Bankman-Fried trial, Tether, and the bizare culture within certain crypto communities.

30/11/2023

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35 min
14/03/2024

EnergyCents- Ep 135: The Upstream Frontier (Pt 3): Suriname

Geologic and political borders are not always the same. Can Guyana's success as an oil province extend to next-door Suriname? Siddhartha Sen and Isaac Nuti join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss offshore exploration activity in Suriname, and consider which projects may have the highest likelihood of extending Guyana's commercial success. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

14/03/2024

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32 min
29/02/2024

EnergyCents- Ep 133: The Upstream Frontier: Profiling Africa's High Impact Exploration Wells in 2023-2024

As measured by discovered volumes, Africa finished one of its worst exploration years on record in 2023. However, two of the wells being drilled in December – both in Namibia – came in successful in January 2024 and signal an auspicious start to the new year. Justin Cochrane returns to EnergyCents with hosts Hill Vaden and Sam Humphreys to review African exploration activity in 2023, and highlight the continent's high impact wells to watch in 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

29/02/2024

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30 min
15/10/2018

Ep 32 - On the ground in Puerto Rico – S&P investigates how bankers dealt with Hurricane Maria

Hurricane Maria caused close to $90 billion in damages in the Caribbean and took the lives of a nearly 3,000 people in Puerto Rico. The storm devastated telecommunications services and turned the island into a cash economy, making funds scarce for many banking customers. Lindsey White, who manages S&P Global's financial institutions' news team, visited Puerto Rico and spoke with bankers, regulators and members of the community about the aftermath of the storm, how banks responded and the market opportunities that lie ahead.

15/10/2018

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20 min

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