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Canal • 23 programas

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30/06/2023

Mining industry increasingly a larger part of the energy transition discussion

This episode of Energy Evolution by S&P Global Commodity Insights discusses the mining sector's importance in the worldwide shift to greener energy. The materials that make up energy transition technologies are often mined materials and the demand for minerals is expected to increase by as much as six times what our use is today by 2040. The podcast features interviews with Tony Sage, executive chairman of Critical Metals Corp.; Rebecca Campbell, who leads the Global Mining and Metals team at international law firm White & Case; and David Kanagy, executive director and CEO of the Society for Mining, Metallurgy and Exploration. Our guests discuss the potential for bottlenecks in the supply chain for clean energy due to permitting, China's claim to much of the minerals and processing of minerals used for clean energy and what some believe are outdated regulations in the industry. 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! We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

30/06/2023

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36 min
10/04/2025

More players bring competition to Brazil's refined products markets

"O Petróleo é Nosso," or "The Oil is Ours," was a popular slogan central to the founding of Brazil's state-owned oil company, Petrobras, in 1953. The slogan can also be interpreted more broadly, as Brazil's refined products markets have opened to more participants, leading to a surge in spot market activity and price transparency. As a result, Platts has launched new price assessments for Brazilian gasoline and diesel. How did those spot markets evolve? Why is the Northeast so reliant on imports? How are renewable fuels playing out in gasoline and diesel? Jeff Mower discusses these topics and more with Renato Rostas, manager of the Platts Brazil refined products team, and Brazil gasoline and diesel price reporters Isabela Rocha and Kauanna Navarro. Links: Gasoline FCA Suape BRL/CBM GASCA00 Gasoline FCA Itaqui BRL/CBM GASCC00 ULSD S10 FCA Paulinia BRL/CBM ULFCI00 ULSD S10 FCA Araucaria BRL/CBM ULFCK00

10/04/2025

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32 min
19/10/2020

Energy executives assess what's at stake in 2020 election

With the upcoming U.S. presidential election offering two very different visions for the energy industry's future, some executives remain confident the renewable energy transition has gained a permanent foothold no matter the outcome. On Energy Evolution's latest episode, Sunnova CEO John Berger, Hannon Armstrong Managing Director Susan Nickey, Ramaco Resources Chairman Randall Atkins and former Energy Secretary Ernest Moniz game out what's at stake in 2021, based on who prevails in November. Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Be sure to subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

19/10/2020

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36 min
17/08/2020

Energy sector grapples with growing environmental justice movement

As calls for racial justice grow across the U.S., the impacts of energy infrastructure projects on communities of color are also getting more attention. Does the cancellation of a major project like the Atlantic Coast gas pipeline mark a turning point for the movement? In this episode, S&P Global Market Intelligence's Energy Evolution podcast team spoke about the implications for the sector with experts Jean Su of the Center for Biological Diversity and University of Michigan Professor Tony Reames, as well as community activists Vicki Dobbins and Richard Walker. Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution to catch upcoming episodes!

17/08/2020

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37 min
30/04/2020

Energy transition to be shaped by world response to COVID-19

The coronavirus pandemic could help accelerate the investment shift from oil and gas to renewable energy. But the pace of that transition depends heavily on how governments direct economic recovery spending, and whether the consumer behavior changes induced by the pandemic prove permanent. In this episode, the Energy Evolution team spoke about these issues with Fatih Birol of the International Energy Agency, environmentalist and writer Bill McKibben, Amy Myers Jaffe of the Council on Foreign Relations, and Mark Lewis, head of climate change investment research at BNP Paribas Asset Management. Check out the article accompanying the episode here. Co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution to catch upcoming episodes!

30/04/2020

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38 min
01/06/2020

Former DOE chief envisions a jobs revival coming from the energy transition

The coronavirus pandemic is wreaking havoc on the world economy. Could the global energy transition and the jobs that come with it be a part of the cure? Former U.S. Department of Energy Secretary Ernest Moniz believes it will be. He is behind a new initiative to develop the framework for a modern energy economy that prioritizes the creation and preservation of high-quality jobs. Energy Evolution called the former Obama Administration official to talk about the potential of this new effort, which energy sources will be a part of the jobs revolution, the role government can play to encourage new energy technology and more.

01/06/2020

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31 min
15/06/2021

Utilities eager to charge a growing US electric vehicle fleet

U.S. utilities are responding to growing demand for electric vehicles by forming new coalitions to build charging infrastructure for their consumers. Energy Evolution spoke with two leaders in the utility space to better understand the trend. This episode features interviews with Badar Khan, the U.S. President of National Grid and Matthew Forck, the vice president of community economic development and energy solutions for Ameren Missouri. The team also spoke with Kara Kockelman, a professor of transportation engineering at the University of Texas Austin and Amanda O'Toole, a specialist in clean economy investing and portfolio manager for AXA Investment Managers. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

15/06/2021

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35 min
16/03/2021

The mess with Texas

The February winter storm that crippled the Texas power grid left millions of residents without light and heat for days, and drove natural gas prices to record highs. So how did this happen? What does it mean for the future of the energy industry? Joining the discussion are Jay Hakes, an author and former administrator of the U.S. Energy Information Administration, Emily Grubert, a professor at Georgia Tech, International Energy Agency analysts Keith Everhart and Gergely Molnar, and Shayle Kann with Energy Impact Partners. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

16/03/2021

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35 min
28/01/2025

Emergency or policy? Unpacking Trump's take on US energy and metals

Within hours of being sworn in as the 47th president of the United States, Donald Trump issued a series of executive orders, and declared a national emergency with the aim of ensuring reliable energy supplies and position the US as a leading minerals producer. Trump also threatened tariffs on Canada and Mexico -- major exporters of crude to the US. How have commodities markets responded to Trump's actions? What powers do these emergency declarations give Trump to boost production? And how will this reliance on emergencies and executive orders play out down the road as new administrations shift energy policy? Jeff Mower, director of Americas oil news, discusses the emergency declaration and the executive orders with senior editors Eamonn Brennan, Taylor Kuykendall, Maya Weber and Kate Winston. Links: Trump's executive orders on trade, immigration signal dealmaking intent (video) Trump's return to office could raise solar panel production costs (video) FACTBOX: Trump launches round of executive orders to boost energy output (subscriber content)

28/01/2025

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28 min
27/03/2024

Energy transition insights from a former DOE Secretary and the COP24 President from CERAWeek

Energy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference. On this episode, we start with a chat with Ernest Moniz, former US energy secretary under the Obama administration, and now president and CEO of the Energy Futures Initiative think tank. Then, we talk to Michał Kurtyka, a fellow with the Atlantic Council Global Energy Center, the first minister of Poland's Ministry of Climate and the President of COP24 — the United Nations Climate Change Conference of the Parties in Poland. In wide-ranging conversations, Energy Evolution talks to the two officials about policy changes, the need to act on climate and rapidly changing energy technologies — from coal to hydrogen to fusion. Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

27/03/2024

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38 min

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