EnergyCents S&P Global Commodity Insights

China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are watching to see if India will have a similar impact on energy markets in the coming years. Rashika Gupta and Karim Fawaz join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare China and India’s energy-demand profiles and explain why we should not expect India to impact global energy markets in the coming decades the same way China did in the past.
Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

The global refining sector is approaching the end of its Golden Age as motor-fuel demand wanes in the developed world and large new-build projects in Nigeria and Mexico threaten Atlantic Basin margins. Hedi Grati joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss a global refining industry in flux and how the sector will adapt to changes in demand, feedstocks, and competition.

Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Americans love pick-up trucks, and the original equipment manufacturers (OEMs) that make them rely on their relatively high profit margins to fuel earnings. Darragh Punch joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss North America’s love affair with pick-up trucks and why electrifying them could be so important to mass EV adoption in the United States.
 
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Singapore, which relies on natural gas to fire nearly all of its power generation, has plans to increase to about 30% the share of renewables in its electricity mix by 2035. The island city-state lacks available landmass for large-scale solar and wind installations and intends to rely on neighboring countries to generate renewable power and export it to Singapore via undersea cables.  Vince Heo and Hui Min Foong join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Singapore’s Low-Carbon Import Project and consider some of the plan’s technical, commercial, and political challenges.
Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

This week on EnergyCents,  emissions expert Deb Ryan joins Hill Vaden and Sam Humphreys to talk about the implications of emissions mitigation across the business landscape, from investment in decarbonization technology and what projects are on the horizon.
 
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Geologic and political borders are not always the same. Can Guyana’s success as an oil province extend to next-door Suriname?  Siddhartha Sen and Isaac Nuti join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss offshore exploration activity in Suriname, and consider which projects may have the highest likelihood of extending Guyana’s commercial success.
 
Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en