Shows / EnergyCents
EnergyCents
IHS Markit is now part of S&P Global. Hear exclusive energy insights and analysis, and engage with our experts as we explore the complex environment that shapes global energy markets. Follow EnergyCents, featuring our experts discussing the intersection of the financial and energy industries.
Episodes
- EnergyCents
Sodium Rising: Rethinking the future of energy storage (Ep. 268)
As electricity demand surges from AI data centers and electrification, the race is on for safer, cheaper and more flexible energy storage. In this episode of…
- EnergyCents
Drilling for power: Geothermal's unconventional moment (Ep. 267)
The shale revolution transformed energy production. Could geothermal be next? In this episode, Carolyn Seto and Melissa Greig join Hill Vaden and Sam Humphreys…
- EnergyCents
Diesel in the danger zone: Inside the global diesel squeeze (Ep. 266)
Diesel markets are under mounting pressure as disruptions in Russia and the Middle East squeeze global supplies just as the Northern Hemisphere heads into…
- EnergyCents
Dr. Copper's Diagnosis: What Copper Is Telling Us About the Global Economy (Ep. 265)
Copper sits at the heart of the energy transition, data centre expansion and global electrification. But behind the bullish headlines lies a market wrestling…
- EnergyCents
Storms, Storage and Supply: Europe's winter energy outlook (Ep. 264)
The rules of Europe's gas market have changed. Russian pipeline gas is gone, LNG is king, and storage has become one of the continent's most important energy…
- EnergyCents
After the Shock: What's Next for LNG? (Ep. 263)
The closure of the Strait of Hormuz has removed a significant share of global LNG supply from the market, reshaping gas trade flows and raising questions about…
- EnergyCents
Steady as she goes: US shale sector approaches higher oil prices with caution (Ep. 262)
Oil prices are up by more than 75% since the start of the year and recently crossed the psychologically important $100/barrel milestone. The corresponding rise…
- EnergyCents
Reuniting Gondwana: Why Big Oil is returning to West Africa.
Why are the world's largest oil companies turning their attention back to West Africa? In this episode of EnergyCents, Sam Humphreys and Hill Vaden are joined…
- EnergyCents
Talking refining capacity with Phillips 66 (Ep. 260)
Phillips 66 is a US-based downstream energy company that operates through five core segments: Midstream, Chemicals, Refining, Marketing and Specialties (M&S)…
- EnergyCents
The Illusion of Crowds: In conversation with S2G
What happens when plenty of capital enters the energy transition, but not enough of it reaches the companies best positioned to scale? In this episode of…
- EnergyCents
Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258)
Scenario planning allows investors and executives to prepare for situations outside of their base-case expectations. S&P Global Energy developed a new case…
- EnergyCents
Digital underground: Grid-forming inverters and the future of grid stability (Ep. 257)
Traditional grids rely on the physical inertia of massive, spinning turbines to stabilize frequency during sudden power outages. This stability is being…
- EnergyCents
Marginal utility: Lack of new capacity leads to boom time for North America refining (Ep. 256)
Fresh investment in North American refining infrastructure stalled in prior years as the sector braced for long-term demand destruction. However, capacity has…
- EnergyCents
South America's Right Turn: The new political map of energy (Ep. 255)
South America is undergoing a major political shift, with a wave of right-leaning governments reshaping the region's approach to energy and natural resources…
- EnergyCents
Strait talk: Oil markets brace for new phase amid extended Hormuz tensions (Ep. 254)
Oil and product markets showed unexpected resilience in prior weeks thanks, in large part, to reduced crude demand from China. The system is now much tighter…
- EnergyCents
Talking clean-energy investment trends with ACORE (Ep. 253)
ACORE is a Washington-based non-profit that brings together partners in finance, policy and technology to advance clean energy initiatives in the US. ACORE SVP…
- EnergyCents
Corn, Carbon and Competition: Ethanol's Next Chapter in the US (Ep. 252)
Ethanol has been a cornerstone of the US biofuels industry for decades, but what role will it play in an energy system increasingly shaped by electrification…
- EnergyCents
Necessity breeds invention: US data centers developers embrace behind-the-meter power (Ep. 251)
The US data center complex is building against speed-to-power mandates that require developers to get projects online as quickly as possible. Delays plugging…
- EnergyCents
Sea change: Offshore wind sector adjusts development plans as costs rise (Ep. 250)
More than 90 GW of offshore wind capacity has been installed globally, split almost equally between Europe and China. Development in many parts of the world…
- EnergyCents
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…
- EnergyCents
Talking energy-as-a-service with Budderfly (Ep. 248)
Budderfly is an energy-as-a-service company that assumes responsibility for its commercial customers' utility bills and installs energy-efficiency equipment on…
- EnergyCents
Talking trash: Neogenyx Fuels and the opportunity to scale landfill RNG (Ep. 247)
Neogenyx Fuels launched in May 2026 as a 70/30 joint-venture project between Ameresco and HASI. The spin-off company is built with Ameresco's legacy biofuels…
- EnergyCents
Hot n' Cold: Talking efficiency with International District Energy Association (Ep. 246)
District energy uses a centralized network of underground pipes to transport produced steam and hot or chilled water to heat or cool end-use buildings. The…
- EnergyCents
Don't call it a comeback: Nuclear's been here for years (Ep. 245)
A nuclear renaissance in the US stalled 20 years ago when gas-fired generation won market share and power demand flattened. This time, many believe, is…
EnergyCentsCharif Souki on the Future of LNG: Glut Myths, Infrastructure, and Global Demand (Ep. 244)
This week on EnergyCents, Hill Vaden and Sam Humphreys speak with LNG pioneer Charif Souki about the extraordinary rise of the US from LNG importer to global…
- EnergyCents
Talking emissions accounting with Carbon Measures (Ep. 243)
Carbon Measures represents a coalition of businesses working to reduce emissions by establishing a more accurate carbon accounting framework. Carbon Measures…
- EnergyCents
Applying AI agents to industrial operations with UptimeAI (Ep. 242)
San Francisco-based UptimeAI develops agentic software that can diagnose root causes of problems discovered in the industrial processes of energy, chemicals…
EnergyCentsTalking policy with the US Department of Energy (Ep. 241)
Energy policy has been a major focus of American politics for decades as government planners try to balance often competing priorities around affordability…
- EnergyCents
Don't stop believing: ReconAfrica's Namibia Journey
Namibia has been in the headlines for its giant offshore discoveries, which have opened up a wealth of opportunities in the region. But in 2025, ReconAfrica…
EnergyCentsCritical Minerals, Critical Moment: Metals in the Spotlight at CERAWeek (Ep. 239)
In the second installment of the CERAWeek x EnergyCents specials, the focus is on critical metals and the impact the world's geopolitical situation is having…
EnergyCentsReviewing CERAWeek 2026: Convergence, competition, and concerns about TSA wait times (Ep. 238)
CERAWeek anchored its 2026 theme around the title, "Convergence and Competition: Energy, Technology and Geopolitics," when the event hosted more than 12,000…
EnergyCentsReturn of the...Crux: OB3 and tax credits
Co-founder and CEO of Crux, Alfred Johnson, returns to EnergyCents and hosts Hill Vaden and Sam Humphreys to catch up on what has been happening in the US tax…
EnergyCentsContracted offtake: US clean energy procurement set for evolution as market matures (Ep. 236)
Power Purchase Agreements, or PPAs, contractually guarantee revenues to power-generation projects for a fixed number of years and have underwriten the boom in…
EnergyCentsFrom Shale to Scale: Daniel Gonzalez on Vaca Muerta's Promise for Argentina (Ep. 235)
Unpack the next chapter of Argentina's energy story through the lens of Vaca Muerta, one of the world's most promising shale basins. In this episode…
EnergyCentsTalking behind-the-meter power generation with Bloom Energy (Ep. 234)
Bloom Energy manufactures solid oxide fuel cell (SOFC) systems for on-site power generation projects and has been a major beneficiary of the US boom in data…
EnergyCentsStrange brew: Canadian oil sands position for growth (Ep. 233)
The Canadian oil sands are making more than 3.5 million barrels per day and would be the major contributor to the Albertan government realizing its ambition of…
EnergyCentsCheck please: European importers await CBAM bill as transitional phase ends (Ep. 232)
Europe moved its Carbon Border Adjustment Mechanism (CBAM) into its definitive phase in January 2026 after two years of emissions-data collection. The…
EnergyCentsTalking 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…
EnergyCentsTop Trends for 2026: Energy capital bets on AI-led power demand, positions for cyclical oil surplus (Ep. 230)
Top Trends for 2026: Energy capital bets on AI-led power demand and positions for a cyclical oil surplus. AI will continue to be a dominant driver of energy…
EnergyCentsTalking long-duration energy storage with the CEO of Inlyte Energy (Ep. 229)
Talking long-duration energy storage with the CEO of Inlyte Energy Inlyte Energy is a U.S.-based manufacturer of iron-sodium battery energy storage systems…
EnergyCentsTop Trends for 2026: Upstream leans into its core business as the energy-expansion agenda cements (Ep. 228)
The global upstream sector will navigate increased cost pressures this year as it faces a well-supplied oil market. This expectation and four other key trends…
EnergyCentsAfrica: Infrastructure hurdles limit pace of broadening energy access (Ep. 227)
Africa is often discussed as a single entity, but the energy profiles differ widely between North Africa and Sub-Saharan Africa as well as within the 54…
EnergyCentsTop Trends for 2026: Data center demand soars; global solar installations peak; and more (Ep. 226)
Global solar installations slow after a record-setting 2025 as growth in the rest of the world fails to cover an expected 33% decline in annual additions by…
EnergyCentsHoliday special: Energy markets year-in-review and new year resolutions (Ep. 225)
We welcome back S&P Global Energy experts Reed Olmstead and David Vaucher for our annual year-in-review and resolutions episode. Hosts Sam Humphreys and Hill…
EnergyCentsChatting adaptation finance with HFW (Ep. 224)
Adaptation vs mitigation. The conversation continues to permeate global climate goal discussions as the world attempts to reach net zero. But with adaptation…
EnergyCentsTalking cleantech capital with the founders of GreenFront Energy Partners (Ep. 223)
GreenFront Energy Partners, an investment bank based in Richmond, Va., is on a self-imposed mission to bring together the financial, intellectual…
EnergyCentsGassy Globe: The ups and downs of demand (Ep.222)
After a period of tightening natural gas supply since the Russia-Ukraine conflict, we are entering a time of oversupply, as more LNG hits the market. S&P…
EnergyCentsTalking Carbon Capture with Tim Vail, CEO of Ion Clean Energy (Ep. 221)
The opportunity for carbon capture technology is expanding as the role of natural gas in power generation grows in an emissions-constrained world. Ion Clean…
EnergyCentsPeak Uncertainty: Forecasters wrestle with muddled outlooks for long-term oil demand (Ep. 220)
Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US…
EnergyCentsBack to the Future: New Zealand re-opens itself for upstream exploration (Ep. 219)
Earlier this year, New Zealand reversed a self-imposed ban on offshore oil and gas exploration begun in 2018 and is now allowing companies to apply for new…
EnergyCentsDrill, Baby, Drill: Upstream players navigate changing tides (Ep. 218)
The upstream industry has faced many challenges over the last few years, but global sentiment seems to be shifting. In an environment of rapidly evolving…
EnergyCentsSail away: Shipping gets creative in efforts to decarbonize
The maritime and shipping sector, which accounts for 80% of global trade and 3% of global greenhouse gas emissions, is under increasing pressure to…
- EnergyCents
Change Makers: Rick Margolin, Director at ENGIE Impact (Ep. 216)
ENGIE Impact works with corporate and industrial clients to manage their energy portfolios and make progress toward sustainability targets through the…
- EnergyCents
OBBBA: US energy developers digest impact and timeline of federal policy changes (Ep. 215)
The One Big Beautiful Bill Act (OBBBA) was signed on July 4, 2025, and rewrote many of the rules associated with federal tax credits supporting low-carbon…
- EnergyCents
Vision to Exploration: Rich Africa Consultancy on Namibia's energy rise
Rich Africa Consultancy is a strategic advisory firm based in Namibia, specializing in natural resources law, energy policy, and sustainable investment. Since…
- EnergyCents
Duct bills: Heat pumps seek market share amid US building electrification push (Ep. 213)
Buildings in the United States account for about 40% of domestic energy demand and about 25% of greenhouse gas emissions. Increased electrification of…
- EnergyCents
Methane Monitors: Overflight observations reveal decline in Permian emissions (Ep. 212)
Upstream operators in the Permian Basin have reduced emitted methane by 50%, or 29 million metric tons of CO2 equivalent, since 2022 according to overflight…
- EnergyCents
Change Makers: Travis Windholz, CFO at Conduit Power (Ep. 211)
Conduit Power is a Houston-based independent power producer and services platform working behind the meter to co-locate distributed gas-generation assets…
- EnergyCents
Change Makers: Patrick O'Brien, Director at Holtec International (Ep. 210)
Holtec International is an established company focused on nuclear energy technology, specializing in spent fuel storage, small modular reactors (SMRs), and…
- EnergyCents
Change Makers: Nick Terrell, Carbon Catalyst Executive Director (Ep. 209)
Carbon Catalyst is a UK-based carbon capture & storage project developer focused on a portfolio of carbon transport and storage projects within the North Sea…