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Canal • 23 programas

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Economía y empresa

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1 abr
Economía y empresa

Economía y empresa

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28 ABR

Southern Company CEO Chris Womack on AI, power demand and affordability

Chris Womack is chairman, president and CEO of Southern Company, one of the largest investor-owned, regulated utility holding companies in the US. Its electric and gas subsidiaries serve more than 9 million customers in Alabama, Georgia, Illinois, Mississippi and Tennessee. In this episode, co-host Dan Testa sits down with Womack to discuss the many issues facing the US power industry, including how utility capital spending impacts affordability, federal loan guarantees, coal-fired power plant extensions, as well as rising power demand forecasts driven by data centers and AI.

28 abr

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23 min
08/07/2025

How the energy-intensive industry of fertilizers and ammonia could fuel a green future

In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself. They look at ammonia's pivotal role as both a key ingredient in nitrogen fertilizer production and a potential game-changer for clean energy storage and transport. Hoisch also discusses how the emerging low-carbon ammonia market could nearly double demand for ammonia by 2050, positioning itself as a viable next-generation fuel. Links: Ammonia CFR Northwest Europe $/mt AMMOC00 Ammonia CFR West Coast India ACWCI00 Granular urea FOB Algeria GLUAD00 Ammonia FOB US Gulf AFUSG00

08/07/2025

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21 min
4 MAR

Crude and oil products markets shaken by major conflict in the Middle East

US and Israeli strikes on Iran since Feb. 28 have led to a major regional conflict, which has rocked geopolitics and resonated across the global oil supply chain. Vessel transits across the vital Strait of Hormuz have been stunted, while physical and financial oil markets have seen a major uptick in volatility. In this episode of the Platts Oil Markets podcast, Herman Wang is joined by Lauren Holtmeier, Ada Taib, and Gary Clark to discuss the latest developments on the ground from the Middle East, in addition to the wider knock-on impacts for crude oil markets in Asia and refined products dynamics in Europe. Related content: FACTBOX: Oil prices surge as energy facilities hit in Middle East war Hormuz oil traffic still at standstill despite US insurance pledge (Subscriber content) Oil derivatives price action climbs amid ongoing Middle East conflict (Subscriber content) US Navy to begin escorting oil tankers through Strait of Hormuz: Trump (Subscriber content) PCAAS00 – Dated Brent (Subscriber content) PCAAT00 – Dubai Mo01 (Subscriber content) PJAAU00 - Jet CIF NWE Cargo (Subscriber content) AAEBS00 - Brent-Dubai at London MOC EFS Mo01 (Subscriber content) DEFSM02 - Brent Dubai at Singapore MOC Mo01 (Subscriber content) AAVBG00 - ULSD 10ppmS CIF NWE Cargo (Subscriber content)

4 mar

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16 min
10 MAR

PG&E's endeavor to make electrification easier

California utility PG&E is studying the impacts of electrification to understand and prepare for a future grid with high levels of distributed energy resources, and significantly higher power demand. But although PG&E expects to spend about $25 billion by 2040 on grid upgrades, the distribution portion of customers' electric bills could decrease up to 25% over that period as added revenue from increased power usage more than covers the investment costs. In this episode, host Dan Testa speaks with Quinn Nakayama, PG&E's senior director of grid research, innovation and development, about this process and how the utility is deploying technology to make electrification easier for customers, particularly by lowering the cost of upgrades necessary to charge electric vehicles at home.

10 mar

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32 min
15/07/2025

The road to commercial nuclear fusion

Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise. Surging interest in the technology has recently seen $7.1 billion raised across 50 global fusion startups. Research timelines appear to be accelerating, Steve Piper, director of energy research at S&P Global Commodity Insights, said on the podcast. Big Tech is well represented in the investor base due to growing energy demand from datacenters. Francesco Sciortino, CEO of fusion startup Proxima Fusion, said investors are looking to secure a stake in the market now. "Fusion is not something to tiptoe into," he said on the podcast.

15/07/2025

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33 min
16 ABR

Atlantic physical crude dynamics following Dated Brent's all-time high

Dated Brent's record high assessment by Platts of $144.42/barrel stole the headlines on April 7, but physical market fundamentals in the Atlantic basin have similarly brought cash differentials for individual crude oil grades across the North Sea, West Africa and the Mediterranean upwards to levels that, in some cases, have never been seen before. In this episode, Associate Director Emma Kettley is joined by frontline reporters Ernest Puey and George Delaney to explore the impact the war in the Middle East is having on the physical crude oil markets in the European and African region.

16 abr

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15 min
12/08/2025

One Big Beautiful Bill: Another ride on the solar coaster?

In this episode, Commodity Insights analysts Tiffany Wang and Cinthya Pena explain the implications of the One Big Beautiful Bill Act for US renewables supply chains and project development. The OBBBA was a sweeping budget reconciliation bill which US President Donald Trump signed on July 4. Cuts to the tax credit regime introduced in the Inflation Reduction Act will effectively curb the bill's 45Y and 48E clean electricity production and investment tax credits. Yet, some US companies remain optimistic for long-term success, senior reporter Garrett Hering lays out on the podcast. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

12/08/2025

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20 min
23/09/2025

Path to net-zero gets bumpy for US, European utilities

In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European utilities are adapting their net-zero strategies amid evolving political and economic realities. Rives sheds light on how some US utilities are increasingly backtracking on their green pledges and adjusting their messaging to align with the Trump administration's "American energy dominance" agenda. Meanwhile, Blackburne discusses how European utilities are maintaining their emissions targets even as they scale back investment plans due to macroeconomic headwinds.

23/09/2025

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16 min
10/06/2025

Buying clean energy in an age of growing electricity demand

Clean energy buyers are facing new challenges and opportunities in the face of a shift in US politics and rising demand for electricity to power energy-hungry data centers. Rich Powell, CEO of the Clean Energy Buyers Association, joins Energy Evolution to talk about how his organization, representing over $15 trillion in market cap and contracts for 84 gigawatts of new clean energy, is tackling the complexities of changing energy policy, the potential repercussions of tax incentive changes, and the innovative technologies that could shape the future of our energy landscape. Powell also shares his insights on the relationship between economic growth and carbon emissions-free electricity and the importance of permitting reform.

10/06/2025

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26 min
11/02/2025

No transition without transmission? The grid equipment bottleneck explained

On this week's episode of Energy Evolution, we lay out why grid equipment has become a bottleneck in the deployment of renewables, and why it takes time to ramp up manufacturing. Andreas Schierenbeck, CEO of equipment provider Hitachi Energy, shares industry perspectives on investment trends and the operational realities of scaling up industrial manufacturing of transformers, while S&P Global Commodity Insights analyst Cormac Gilligan explains why demand for grid infrastructure has outpaced supply. Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays. Links: Register for CERAWeek

11/02/2025

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28 min

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