S&P Global

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Channel • 23 Shows

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Business

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Monthly
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Investing

Investing

Updated 1 Apr
Investing

Investing

Every two weeks
Business News

Business News

Every two weeks
Business

Business

Every two weeks
Business News

Business News

Updated twice weekly
Business

Business

Updated weekly

5 DAYS AGO

Hormuz chokepoint: Global scramble for diesel supply

As traffic inches back through the Strait of Hormuz, oil and product flows remain constrained, sending buyers scrambling to replace Middle East barrels and lock in reliable diesel supply. With nearly 6 million b/d of Middle East refining capacity at stake, and roughly 4 million b/d of refined products flows, diesel prices have soared, opening export opportunities. Where are buyers turning for diesel, and what policy tools are governments using to soften price shocks? Jeff Mower, Americas Oil News Director, unpacks these issues with Brazil Refined Products Manager Renato Rostas, Americas Middle Distillates Managing Editor Aaron Tucker, and Mexico Energy Editor Sheky Espejo.

5 days ago

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30 min
1 APR

Goldman Sachs: From Intern To International Co-CEO

Joe Cass sits down with Kunal Shah, Co-CEO of Goldman Sachs International & Global Co-Head of FICC, to unpack the surprising story behind becoming one of the firm's youngest-ever Managing Directors at 27—and what that experience taught him about performance, mentorship, and taking the right risks at the right time. Timestamps: 00:00 – 5:08 Becoming the youngest ever MD at Goldman Sachs 5:08 – 7:06 Day in the life of a Co-CEO 7:06 – 9:48 Goldman Sachs client concerns on AI 9:48 – 10:25 Goldman Sachs internal AI platform 10:25 – 12:51 How to build successful relationships 12:51 – 16:00 How does Goldman Sachs use credit ratings? 16:00 – 17:45 Day in the life on an EM trading desk at Goldman Sachs 17:45 = 19:37 Phycological impact of financial trading 19:37 – 21:33 Teaching new traders at Goldman Sachs 21:33 – 22:23 Hedge funds looking at Drama graduates 22:23 – 24:07 What do people assume about working at Goldman Sachs that isn't true? 24:07 – 26:13 What is EMPower? 26:13 – 27:19 Kunal's view of Industry TV series and Wall Street movies 27:19 Kunal's alternative career path

1 Apr

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29 min
26 MAR

Strait of Hormuz uncertainty, Asia's LPG scramble as Middle East flows stall

Tensions between US-Israel and Iran are disrupting flows in the Strait of Hormuz, forcing Asia's LPG market to manage surging prices and shifting optimization to urgent supply management. With Middle East shipments threatened, especially for India and China facing low inventories and weak PDH margins, buyers are scrambling for alternative supplies and shipping. The Platts Oil Markets Podcast covers the immediate impacts: stalled vessels, rising freight rates, record high premiums, and a rapid move toward US LPG diversification, despite export terminal disruptions. The episode also looks ahead at inventory strategies, diversification of supply sources, and whether this crisis will permanently reshape the global LPG trade. Regina Sher, manager of the Asia oil products pricing team, and Norazlina Jumaat and Jeff Ong, reporters for Asia oil products, discuss the impact of this supply disruption on the LPG market.

26 Mar

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12 min
17/07/2025

Change Makers: Laurence Kemball-Cook, Pavegen CEO (Ep 203)

London-based Pavegen makes triangular floor tiles that convert kinetic energy from human footsteps into electricity. The company's technology has been installed in places that include airports, schools, dance floors, and stadiums in more than 40 countries. Laurence Kemball-Cook, founder and CEO of Pavegen, joins Hill Vaden and Sam Humphreys to discuss the idea behind converting footsteps into renewable energy and how Pavegen is embarking on a fresh funding round as it positions itself for scale within the smart-city sector. Learn more about Pavegen at: https://www.pavegen.com/ Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

17/07/2025

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31 min
31/07/2025

Change Makers: Alfred Johnson, Crux CEO (Ep. 205)

Crux is a Capital Markets platform, designed to streamline and modernize commercial workflows in the energy sector. Alfred Johnson, Crux's co-founder and CEO, joins Hill Vaden and Sam Humphreys to discuss the company's journey and the market intelligence offering customers can benefit from, so they not only facilitate transactions, but also offer insights into market behaviors. Learn more about Crux at: https://www.cruxclimate.com/ Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

31/07/2025

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31 min
22/07/2025

Hot Grid Summer: Europe's power system under stress

In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure. Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressures that are emerging from warmer temperatures. Correspondent Camilla Naschert interviews Brian Motherway, head of the office of energy efficiency and inclusive transitions at the International Energy Agency, on Europe's growing appetite for air conditioning and its impact on EU climate and energy efficiency goals. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays. Links: EEX France Fin Baseload power AAOAM00 Platts UK GTMA Baseload power FUKXY01 Western Europe endures record June heat stress: EU's climate monitor (subscriber content)

22/07/2025

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27 min
22/05/2025

Gasoline Dreams: Peak demand encroaches on oil markets (Ep. 195)

Global crude demand begins to peak in 2027 despite longer-term growth trajectories for both jet fuel and naphtha, according to the most recent update of S&P Global Commodity Insights' Annual Strategic Workbook covering oil markets. Oil and refined products experts Matt Andre and Shiva Gupta join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the key messages from their updated long-term global crude oil forecasts and how oil and refined products remain a meaningful part of global energy supply even after demand peaks. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

22/05/2025

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33 min
07/08/2025

Tainted crude: Europe responds to Azeri Light contamination

An outbreak of crude contamination impacting Azerbaijan's Azeri Light supply has set Europe's refiners on edge. As buyers seek to avoid being hit with corrosive organic chlorides, prices for the premium crude grade have tumbled, and some refiners have been forced to draw on emergency oil reserves. Kelly Norways, a downstream oil news reporter, is joined by senior news team editor Nick Coleman, Sam Angell, manager of Platts EMEA crude oil pricing and light ends reporter Dias Kazym to discuss the impact for crude and products in the impacted regions.

07/08/2025

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21 min
16/08/2024

The business case for solar power in the US energy transition

Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns. In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect Power, speaks with correspondent Camellia Moors about the business case for solar power development in the US, some of the policies surrounding the industry, and solar power's role in the US energy transition. 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, which routinely features regular correspondents Camilla Naschert and Camellia Moors.

16/08/2024

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36 min
10/07/2025

Change Makers: Rodney Clemente, Energy Recovery (Ep 202)

Energy Recovery, with roots in the desalination industry, designs and manufactures energy-efficiency technology solutions to generate cost savings and support environmental sustainability for its global set of customers. Rodney Clemente, Energy Recovery Senior Vice President of Water, joins Hill Vaden and Sam Humphreys to discuss how the company is using its membrane-separation technologies to improve the energy intensity and economics of water desalination. Learn more about Energy Recovery at: https://energyrecovery.com/about/ Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

10/07/2025

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31 min

S&P Global provides Essential Intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and Accelerate Progress for the world.