359 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
    • 4.2 • 5 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.

    Managing carbon poses a challenge in harder-to-green sectors like aviation, shipping, agriculture

    Managing carbon poses a challenge in harder-to-green sectors like aviation, shipping, agriculture

    The US Department of Energy’s newly rebranded Office of Fossil Energy and Carbon Management aims to fund the research and technology deployment that will help the US reach net-zero carbon emissions by 2050.
    We spoke with Acting Assistant Secretary Jennifer Wilcox, head of the office and a carbon capture expert, about some of the promising technologies to curb US dependence on fossil fuels and cut emissions. We talked about harder-to-decarbonize sectors like aviation, shipping and long-haul trucking, as well as a proposal to expand the 45Q tax credit for carbon capture.
    Stick around after the interview for the Market Minute, a look at near-term oil market drivers.

    • 23 min
    Energy convergence breaks down silos as industry confronts climate change

    Energy convergence breaks down silos as industry confronts climate change

    Silos within the energy industry are coming down as companies confront the need to dramatically cut carbon emissions.
    The so-called energy convergence is the idea that companies, policy makers and regulators need to be more collaborative across the energy spectrum.
    Joe Brettell is a partner for strategic engagement at Prosody Group, which consults on energy, agriculture and financial services. We asked him about the rising importance of US regulators, climate-related investor pressures, and the changing focus of the US energy capital Houston as it adapts to the energy transition.
    Stick around after the interview for the Market Minute, a look at near-term oil-market drivers.

    • 17 min
    Oil market risks arise from UAE's OPEC standoff, other geopolitical hot spots

    Oil market risks arise from UAE's OPEC standoff, other geopolitical hot spots

    The UAE and Saudi Arabia are locked in a dispute over how to ease oil-production limits as global demand recovers from the pandemic.
    Nareeka Ahir, a geopolitical analyst at S&P Global Platts Analytics, tells us about the oil market risks that could emerge from the fight.
    She also shares the latest geopolitical risks from the Iran nuclear talks, Iraq's widespread power outages, Nigeria's oil facility attacks and Libya's volatile oil output.

    • 12 min
    US LNG bull run spurs new export infrastructure hopes

    US LNG bull run spurs new export infrastructure hopes

    Freeport LNG CEO Michael Smith joined us to talk about the state of the market, his company's expansion plans, climate concerns and the start of the Atlantic hurricane season.
    Activity has started picking up for US developers of new liquefaction terminals after a two-year lull in firm commercial deals that predated the coronavirus pandemic.
    For existing exporters, global gas and LNG forward prices are trending strong and relatively stable, pointing to a long runway for exporters to enjoy healthy netbacks on deliveries to Europe and Asia, buffeted by cheap feedgas costs due to low US Henry Hub prices.
    Feedgas deliveries to US LNG export terminals have recently been averaging over 11 Bcf/d, implying utilization of over 90%. Later this year, a seventh major US LNG export terminal could start up and a sixth train at Cheniere Energy’s Sabine Pass could begin production.

    • 28 min
    Extreme weather, cyberattacks demand stronger energy resilience

    Extreme weather, cyberattacks demand stronger energy resilience

    As extreme weather events continue across the US, they're disrupting energy supplies and demanding more planning for the future.
    Texas and California have both in recent weeks asked residents to conserve electricity to avoid power grid failures, only a few months after crippling power outages during Texas' deep freeze. And the Gulf Coast just started what looks to be an active hurricane season.
    Today's guest believes the conversation about the energy transition away from fossil fuels has not focused enough on energy resilience.
    Economist and energy expert Paul Sullivan says our society and energy systems are a lot more brittle and vulnerable than most people think. Sullivan is the lead of the Energy Industry Study at the National Defense University and a lecturer at Johns Hopkins University, where he teaches a class on energy and environmental security.
    Stick around after the interview for the Market Minute, a look at near-term oil market drivers.

    • 26 min
    In move to cleaner energy economy, power sector falling behind in digital transformation

    In move to cleaner energy economy, power sector falling behind in digital transformation

    It's no secret that the power sector is undergoing dramatic changes.
    Market dynamics and ambitious decarbonization goals set by the Biden administration are driving a transition away from fossil fuels and toward more renewable energy and electric vehicles.
    Consumers and investors are also expressing new expectations for sustainability and a cleaner energy economy.
    Utility executives have acknowledged a need for new digital technologies and a digitally savvy workforce, but a new survey by Ernst & Young found that the utility sector is falling behind in this digital transformation.
    Nearly 90% of utility executives say they do not have enough workers with the right skills to take advantage of digital technologies, and many lack a plan to proceed.
    We spoke with Ryan Levine of Ernst & Young about the report and what it means for the power sector going forward.

    • 16 min

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