403 episodes

In-depth weekly analysis of US energy policy news from S&P Global Commodity Insights senior editors covering the Capitol. Hosted by Meghan Gordon and Jasmin Melvin.

Capitol Crude: The US Energy Policy Podcast S&P Global Commodity Insights

    • News
    • 4.2 • 38 Ratings

In-depth weekly analysis of US energy policy news from S&P Global Commodity Insights senior editors covering the Capitol. Hosted by Meghan Gordon and Jasmin Melvin.

    Under pressure: Utilities turn to coal, FERC eyes interconnection overhaul

    Under pressure: Utilities turn to coal, FERC eyes interconnection overhaul

    Consulting firm ScottMadden’s latest energy industry update, fittingly titled “Under Pressure,” outlines how rising post-pandemic energy demand, ambitious decarbonization targets, soaring commodity prices, and geopolitical tensions have all combined to put immense pressure on the global energy industry.
    As a result, the US power sector is seeing its resolve to hold to more aggressive climate goals challenged. With the run-up in natural gas prices, coal generation has risen; wind and solar projects are being held up by the long and growing backlog of projects sitting in interconnection queues across the country; and some wonder if the clean energy transition will need to hit the brakes, at least temporarily, to ensure that utility customers can continue to afford their electricity bills.
    S&P Global editor Ellie Potter spoke with ScottMadden partner Cristin Lyons, who leads the firm’s energy practice, about market dynamics and challenges facing the power sector as it seeks to meet the administration’s goal to decarbonize by 2035, as well as some recent actions taken by the Federal Energy Regulatory Commission that could help bring renewable projects online more quickly.
    Stick around after the interview for Starr Spencer with the Market Minute, a look at near-term oil market drivers.
    This podcast was produced by Jasmin Melvin in Washington and Jennifer Pedrick in Houston.

    • 23 min
    It'll be a long, hot summer as energy prices supercharge inflation

    It'll be a long, hot summer as energy prices supercharge inflation

    Global energy markets have gone through dramatic shifts since Russia's invasion of Ukraine, and the risks around high prices and tight supply are not expected to ease anytime soon.
    Atul Arya, chief energy strategist for S&P Global Commodity Insights, spoke with senior editor Meghan Gordon about those challenges.
    They discuss how the war has changed the pace of the energy transition away from fossil fuels, whether the focus on energy security is on the rise, and how today's energy crisis compares to the oil shocks of the 1970s. They also look at the long-term impacts of Europe severing economic ties with Russia and the latest outlook for US oil supply growth.
    Stick around after the interview for Jordan Blum with the Market Minute, a look at near-term oil market drivers.
    This podcast was produced by Meghan Gordon in Washington and Jennifer Pedrick in Houston.

    • 18 min
    Will the lights stay big and bright, deep in the heart of Texas?

    Will the lights stay big and bright, deep in the heart of Texas?

    The Texas Railroad Commission -- which regulates the state's oil and gas industry, not railroads -- just went through perhaps its highest profile election.
    Chairman Wayne Christian faced oil and gas lawyer Sarah Stogner who posed tough questions about his enforcement record and the commission's response to the 2021 Texas blackout. Christian won with 65% of the vote, but the campaign raised the profile of the arguments against him.
    Now he's facing Democrat Luke Warford in the November general election. Senior editor Meghan Gordon spoke with Warford when he was in Washington, DC, recently.
    We also reached out to the Christian campaign but didn't hear back.
    Warford argues the commission's poor oversight of the industry deserves blame for the 2021 grid failure and that the regulators have done little since then to ensure that the grid is ready for the next round of extreme weather. He's also campaigning on cutting down on flaring exemptions, which he calls economically wasteful as international demand soars for Texas gas and climate concerns increase.
    Stick around after the interview for Starr Spencer with the Market Minute, which looks at the current lack of oil and gas investment and questions around meeting long-term demand.
    This podcast was produced by Meghan Gordon in Washington and Jennifer Pedrick in Houston.

    • 16 min
    Political will is a wild card for LNG, but AG&P bets on growth

    Political will is a wild card for LNG, but AG&P bets on growth

    The new geopolitical scene is shaking up the outlook for LNG globally. The club of LNG suppliers has greatly expanded, with the US and others looking to increase their export capacity. This has created an environment for more favorable prices and contracts for importers as the desire for energy transition and energy security is boosting global demand, including in countries that have historically not had natural gas, according to AG&P CEO Joe Sigelman.
    AG&P is a private LNG and infrastructure solutions platform based in Singapore. The company is focused on fast-tracking development of LNG import terminals, and was able to turn around a major import facility in the Philippines from conception to commissioning in 17 months. Sigelman joined senior editor Jasmin Melvin on the podcast to give his take on the future demand picture for LNG and share his thoughts on how geopolitics and US domestic policies are playing into business decisions for those operating in the sector.
    Stick around after the interview for Chris Van Moessner with the Market Minute, a look at near-term oil market drivers.
    This podcast was produced by Jasmin Melvin in Washington and Jennifer Pedrick in Houston.

    • 21 min
    Looks like the US has forgotten about Canadian oil, eh?

    Looks like the US has forgotten about Canadian oil, eh?

    Alberta Premier Jason Kenney recently made the rounds in Washington, talking to lawmakers and State Department officials about the role Canada, and specifically Alberta’s oil sands, can play in ensuring North American energy security and easing American drivers’ pain at the pump. And his frustration with the lack of proactive outreach by the Biden administration to Alberta, which accounts for over 60% of US oil and gas imports, was clear.
    Kenney joined senior editor Jasmin Melvin on the podcast to share his concerns and hopes for future collaboration between the US and Canada. He discussed Alberta’s ability to increase its crude exports to the US as well as federal policies in Canada and the US that he worries will inhibit resource development.
    Stick around after the interview for Jordan Blum with the Market Minute, a look at near-term oil market drivers.
    This podcast was produced by Jasmin Melvin in Washington and Jennifer Pedrick in Houston.

    • 18 min
    Evolving LNG trade: Will demand for cleaner gas spread to Asia?

    Evolving LNG trade: Will demand for cleaner gas spread to Asia?

    As the US and Europe move to cut methane emissions, will the demand pull for cleaner LNG spread to price-sensitive Asia?
    Ben Cahill, a senior fellow at the Center for Strategic and International Studies, published a report this month looking at how concerns about methane emissions might spread elsewhere in the world, and how the focus on methane could reshape the LNG market.
    Cahill argues that it will take some time before the market -- and Asian buyers in particular -- start paying a premium for cleaner gas. But he does believe demand for this so-called differentiated LNG will develop eventually.
    Stick around after the interview for Starr Spencer with the Market Minute, a look at the stabilizing US rig count and other trends from first-quarter earnings calls.
    This podcast was produced by Meghan Gordon in Washington and Jennifer Pedrick in Houston.

    • 18 min

Customer Reviews

4.2 out of 5
38 Ratings

38 Ratings

DSH from Detroit ,

Atrocious Audio Quality

Good podcast but atrocious audio quality.

Jon Snow 10 ,

Pod

Not a fan of this one. I think your topic choice is out-of-tune. And will be losing my listen because it is strictly climate, nothing else.

Colby Hoffer ,

Volume

Good content but please work on improving audio levels.

Top Podcasts In News

The New York Times
The Daily Wire
NPR
Crooked Media
The Daily Wire
Rachel Maddow, MSNBC

You Might Also Like

S&P Global Commodity Insights
Columbia University
Mark LaCour & Paige Wilson
S&P Global Commodity Insights
Goldman Sachs
Bloomberg