132 episodes

Energy Evolution is a podcast from S&P Global Commodity Insights that explores how the energy industry is changing in response to the growing call for cleaner energy. Co-hosts Dan Testa and Taylor Kuykendall, veteran S&P Global Commodity Insights journalists, spend each episode talking to leading experts from the energy, mining and finance sectors and breaking down the energy transition trends that the policymakers, traders and industry professionals need to know about. The team uses the reporting firepower and data resources of Market Intelligence. It taps into experts worldwide to tackle the climate and energy issues of the day, as well as changes on the horizon.

Energy Evolution S&P Global Commodity Insights

    • Science

Energy Evolution is a podcast from S&P Global Commodity Insights that explores how the energy industry is changing in response to the growing call for cleaner energy. Co-hosts Dan Testa and Taylor Kuykendall, veteran S&P Global Commodity Insights journalists, spend each episode talking to leading experts from the energy, mining and finance sectors and breaking down the energy transition trends that the policymakers, traders and industry professionals need to know about. The team uses the reporting firepower and data resources of Market Intelligence. It taps into experts worldwide to tackle the climate and energy issues of the day, as well as changes on the horizon.

    Venture capital arm of mining giant Vale hunting for sustainable mining tech

    Venture capital arm of mining giant Vale hunting for sustainable mining tech

    In this episode of Energy Evolution, Taylor Kuykendall interviews Bruno Arcadier, head of Vale Ventures, the venture capital arm of international mining giant Vale.
    Vale Ventures aims to invest in cutting-edge technologies that will revolutionize the mining industry and make it more sustainable. The mining sector plays a critical role in the energy transition because metals like copper, nickel and cobalt are essential components in renewable energy technologies. The challenges in promoting the energy transition in mining include decarbonizing the supply chain, reducing greenhouse gas emissions, and addressing waste management.
    Vale Ventures focuses on four verticals: decarbonization, circular mining, sustainable mining of the future, and energy transition metals. Arcadier said the company takes a portfolio approach to mitigate risks associated with early-stage investments. He also said that Vale Ventures not only provides capital but also offers access to expertise, R&D centers, partnerships and a global network of experts. 

    • 27 min
    Maintaining reliability in the face of an increasingly complex US power grid

    Maintaining reliability in the face of an increasingly complex US power grid

    As utilities grapple with how best to expand the US electric grid to improve reliability and support technologies like electric vehicles, they’re turning to a host of technologies like grid storage and AI that can help with planning and managing new demands. 
    On this week’s episode, co-host Taylor Kuykendall and correspondent Camellia Moors speak with guests Anthony Allard, executive vice president and head of North America at Hitachi Energy, Josh Brumberger, CEO of Utilidata, Robert Piconi, chairman and CEO of Energy Vault, and Paul Doherty, principal communications representative at PG&E. 
    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. 

    • 31 min
    Space-based solar: Vast promises and major challenges

    Space-based solar: Vast promises and major challenges

    Capturing solar energy in space promises 24/7 renewable energy at a competitive cost. But to get space solar to scale, scientists and engineers need to tackle questions around technology management in space, social acceptance of power beaming and ground infrastructure, as well as financing hurdles. 
    On this week's episode of Energy Evolution, reporter Camilla Naschert discusses all of this with Sanjay Vijendran, who leads the European Space Agency's space solar program, and Martin Soltau, founder and co-CEO of UK startup Space Solar. 
    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. 

    • 34 min
    The century-old US law complicating offshore wind goals

    The century-old US law complicating offshore wind goals

    A maritime law from 1920 prevents non-US ships from operating in and out of US ports. The problem for offshore wind? There are no large turbine installation ships under US flag yet.
    In this episode of Energy Evolution, we hear from industry experts how the Jones Act affects a fledgling offshore wind buildout and how developers found workarounds to get turbines offshore. 
    Guests are Dominion Energy SVP Mark Mitchell, Ørsted SVP Troy Patton and S&P Global Commodity Insights analyst John Murray.

    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. 

    • 23 min
    How renewables and AI drive cyber threats for utilities

    How renewables and AI drive cyber threats for utilities

    Cyber threats are mounting for utilities' critical infrastructure assets globally. If used by savvy hackers, AI also provides new tools for those trying to disrupt power supply or extract data.
    Decentralization of assets through the rollout of renewables is growing the attack vector for malign actors, NERC SVP Manny Cancel tells Energy Evolution correspondent Camilla Naschert.
    Cybersecurity expert Andrew Ginter of Waterfall Security lays out the threat landscape and why IT teams and engineers need to layer their prevention approaches. 
    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.

    • 26 min
    Catching up with Innovators throughout the battery materials supply chain

    Catching up with Innovators throughout the battery materials supply chain

    Wrapping up the series of episodes featuring interviews gathered at CERAWeek by S&P Global, co-host of Energy Evolution Taylor Kuykendall shares bits of conversations with executives from new, innovative companies across different parts of the battery materials supply chain. Guests on this episode are: Gabi Knesel, a senior vice president at Locus Fermentation Solutions; Mahesh Konduru, CEO of Momentum Technologies; Srini Godavarthy, CEO of Li Metal; and John Busbee, the CEO and co-founder of Xerion Advanced Battery Corp.
    Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

    • 24 min

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