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14.08.2025
Деловые новости

Деловые новости

Еженедельно
Инвестиции

Инвестиции

27 мая
Деловые новости

Деловые новости

Еженедельно

2 июн.

Discussing data centers' grid impacts with Amazon Web Services

The growth of data centers, and the amount of electricity expected to be required to meet that demand, is probably the biggest issue in the US power sector. US grid power supplied to hyperscale, leased and crypto-mining data centers reached about 64.4 gigawatts in 2025, nearly tripling since 2020. And that growth is accelerating. In this episode, host Dan Testa speaks with Brandon Oyer, head of energy and water for the Americas at Amazon Web Services. Oyer breaks down what he describes as misperceptions regarding the water and power impacts of data centers, the ways in which many people rely on data centers without realizing it and how AWS works with utilities to develop new projects.

2 июн.

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22 мин.
9 июн.

How battery storage is transforming the power grid

It's hard to overstate how fast the battery energy storage industry is growing, and the impact that's having on the power sector. In 2025, US utilities and independent developers added 17.75 gigawatts of large-scale battery storage capacity, up 52% from 2024. Multiple forecasts suggest another 100 GW or more of large-scale battery capacity will come online in the US through 2030. To the extent utilities and power producers can meet the electricity demand projected to surge in coming years, batteries are going to be critical to the solution, supporting data centers, electric vehicles, domestic factories and other sources of increased load. In this episode, Dan Testa digs into these trends with Noah Roberts, executive director of the Energy Storage Coalition, and Mateo Jaramillo, CEO of Form Energy, a company building and deploying long-duration batteries using innovative iron air technology.

9 июн.

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29 мин.
-3 дн.

How have European fuel oil markets responded to the Middle Eastern conflict?

The effective closure of the Strait of Hormuz following escalating tensions in the Middle East sent European fuel oil imports from the Gulf plummeting 95% in the first half of 2026. Supply chains faced unprecedented disruption while risk premiums skyrocketed across the bunker market. In this episode, S&P Global Energy's Emma Kettley, associate director, price reporting, is joined by reporters Joseph Jaffe, Iman Rezig and Awa Bobb in examining how different fuel oil grades responded to the crisis, from high sulfur fuel oil cracks surging into positive territory to bunker-barge spreads widening over 200% from pre-war levels. They dissect how the June peace agreement between the US and Iran has reshaped fuel oil fundamentals, why VLSFO markets proved more resilient than HSFO during the crisis, and what the current contango structure signals for European fuel oil supply as summer demand patterns emerge.

-3 дн.

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13 мин.
18 июн.

NIMBY: Data center developers wrestle with growing pains (Ep. 249)

As data center projects become more visible across the US, they are having to manage more not-in-my-backyard (NIMBY) concerns from community stakeholders and policymakers. These concerns often lead to delays, cancelations, and even state-wide moratoria that can thwart the ambition of AI innovators. S&P Energy expert Dan Thompson joins hosts Hill Vaden and Sam Humphreys to discuss the evolving pace of data center development in the US and how builders are navigating stakeholder concerns. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

18 июн.

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33 мин.
25 июн.

Chokepoint geopolitics: Implications for Asia's downstream and upstream sectors

Asia's energy security has always rested on a difficult bargain -- deep reliance on Middle Eastern crude in exchange for scale, proximity and established commercial relationships. The recent conflict tested that bargain in real time, forcing refiners, traders and governments to reroute supply, reassess risk and confront the true cost of dependence. As risk premiums fade and markets move from crisis response to post-war recalibration, the bigger question is no longer just where the next cargo comes from -- it is whether Asia can build a more resilient energy supply system. In this episode of Platts Oil Markets podcast by S&P Global Energy, Asia Energy Editor Sambit Mohanty discusses with Calvin Lee, head of Asia content at Platts, and Nick Sharma, head of global upstream insights at CERA, how the supply shock is reshaping Asia's crude sourcing and refining economics, as well as building a case for more investment in domestic oil and gas production.

25 июн.

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24 мин.
19 мая

How the war in Iran is accelerating Asia's energy transformation

In this episode, host Eklavya Gupte explores how the war in the Middle East has exposed Asia's deep reliance on fossil fuels while also accelerating the region's energy transition. Ruchira Singh, energy transition editor at Platts, part of S&P Global Energy, speaks with Nobuo Tanaka, chair of the steering committee at the Innovation for Cool Earth Forum and former executive director of the International Energy Agency, about the emerging dynamics between petrostates and electrostates, and where Asia stands on the threshold of its energy future. Echoing the 1970s oil shocks that gave rise to the LNG market, Tanaka believes this crisis will spark another tectonic shift, elevating renewables to the mainstream and fast-track Asia's electrification. From faster electric vehicle adoption to expanding low-carbon hydrogen trade and strengthened regional collaboration, Asia is poised to respond with a decisive shift toward cleaner, more resilient energy systems, he says.

19 мая

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23 мин.
16 июн.

How the Iran war is challenging and changing Europe's gas market

After nearly four months, global commodity markets have shown both vulnerability and resilience amid the unprecedented disruptions caused by the Iran war. The European gas market is no exception. In this episode of Energy Evolution, host Eklavya Gupte examines the paradoxes shaping Europe's gas outlook. Gas prices in Europe have surged since the conflict erupted, yet remain far below the panic-driven highs of 2022 following Russia's invasion of Ukraine. Beneath the surface, however, a new set of risks is emerging: gas storage is filling at its slowest pace in years, and the market's reliance on LNG has left it increasingly exposed to fresh supply shocks. Matt Hoisch, senior gas and LNG reporter at Platts, part of S&P Global Energy, speaks with Jack Sharples, senior research fellow on the gas research program at the Oxford Institute for Energy Studies, about why prices haven't reached 2022 crisis levels, what current storage figures mean for winter volatility, and how the gas market's growing interconnectedness is amplifying uncertainty.

16 июн.

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37 мин.
16 апр.

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 апр.

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15 мин.
13 июн.

DRAMageddon: What AI Demand Means for Gaming Hardware Supply Chains

AI is reshaping more than software — it's putting intense pressure on the global semiconductor supply chain. In this special cross-post from Data & Dimensions, The Decisive brings you a timely conversation on how surging demand for AI infrastructure is driving a shortage of DRAM memory, raising costs across consumer technology, and forcing companies to rethink production, pricing, and inventory strategy. Host Neil Barbour speaks with Chris Rogers, Head of Supply Chain Research at S&P Global Market Intelligence, about the "DRAMageddon" unfolding across markets — from AI data centers and gaming hardware to smartphones, VR headsets, consoles, tariffs, and global trade. Key takeaways include: How AI accelerators are absorbing semiconductor capacity and pushing DRAM prices higher Why consumer electronics — including smartphones, VR headsets, and gaming consoles — are facing rising memory costs and supply constraints What the DRAM shortage means for the gaming market ahead of major launches like Grand Theft Auto VI How companies are shifting hardware production from mainland China to Vietnam amid tariff uncertainty Why inflation, component shortages, and macroeconomic pressures could delay the next generation of consoles until 2028 What today's memory squeeze reveals about the broader intersection of AI, supply chains, global trade, and technology strategy For listeners of The Decisive, this episode offers a sharp look at how disruption moves through industries in real time — turning a technical bottleneck in semiconductor memory into a wider story about pricing power, production strategy, and the future of consumer technology. More S&P Global Market Intelligence Content: Electronics Supply Chain Outlook The Decisive | Season 6 Ep.2 - How Supply Constraints Are Defining Electronics Pricing Video game profitability tracker: Positive, if precarious, margin trends in 2025 For S&P Global subscribers (login required): Parallel processes: Rising component costs bifurcate sector, limit PC manufacturing volumes More than war: Q2 2026 corporate supply chain strategy outlook Credits: Hosts: Neil Barbour Guest: Chris Rogers Produced By: Neil Barbour, Kristen Hallam Edited By: Neil Barbour, Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun

13 июн.

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26 мин.
12 февр.

Talking US natural gas acquisitions and capital partnerships with Diversified Energy (Ep. 231)

Diversified Energy is a multi-basin US natural gas producer focused on growing itself through acquisitions of proved developed producing reserves. In 2025, the company announced more than $2 billion in acquisitions, entered into a $2 billion capital partnership with Carlyle, and moved its primary listing to the New York Stock Exchange (NYSE) from the London Stock Exchange (LSE). Diversified Energy SVP of Investor Relations Doug Kris joins hosts Hill Vaden and Sam Humphreys to discuss Diversified's landmark year in 2025 and how the company has helped pioneer the use of hedged production and asset-backed securities (ABS) to finance its acquisitive growth strategy. Learn more about Diversified Energy at: https://www.div.energy/ Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

12 февр.

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35 мин.

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