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
Change Makers: Nathan Ough, VoltaGrid CEO (Ep. 208)
Houston-based VoltaGrid is a portable energy infrastructure company that has deployed more than 1,500 MW of distributed natural gas generation capacity since…
- EnergyCents
Change Makers: Kent Williamson, author American Heat Engine (Ep. 207)
American Heat Engine invites readers to "buckle up and … take a road trip" as it embarks on a history of how hydrocarbon development and use has shaped the…
- EnergyCents
Change Makers: John Plack, Ameresco SVP (Ep. 206)
Ameresco designs, builds, owns, operates and maintains energy infrastructure with the stated goal of helping its customers reduce costs, enhance resilience and…
- EnergyCents
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…
- EnergyCents
Change Makers: Alex Klaessig, Halcyon Chief Data Officer (Ep. 204)
San Francisco-based Halcyon is developing an AI-assisted search and information platform that aggregates and summarizes regulatory information that pertains to…
- EnergyCents
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…
- EnergyCents
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…
- EnergyCents
Change Makers: Katherine Cooke and Apar Paudyal, OPM (Ep. 201)
Oxford Policy Management (OPM) is a global consultancy working across climate policy, finance, disaster risk, energy, and urban planning helping governments…
- EnergyCents
Under pressure: Enhanced oil recovery operations drive US to CO2 injection milestone (Ep 200)
The United States in 2025 surpassed the technical milestone of more than one gigaton of CO2 injected due, in large part, to CO2's use in enhanced oil recovery…
- EnergyCents
Change Makers: Rob Guthrie, ENFRA (Ep 199)
ENFRA, formerly Bernhard, provides energy-as-a-service solutions for customers in the healthcare, higher education, hospitality, and industrial market…
- EnergyCents
Pricing power: Developing a roadmap for carbon differentiated markets (Ep. 198)
Carbon differentiation allows market participants to assign value to the role of greenhouse gas emissions associated with an economy's goods and services…
- EnergyCents
Comeback kid: Rising gas prices expand near-term use of coal in U.S. power markets (Ep 197)
Annual coal use in U.S. power generation has declined since the early 2000s as plants retire and renewables and natural gas win market share. However, 2025 may…
- EnergyCents
Tech stack: Upstream sector looks to artificial intelligence in next leg of innovation (Ep 196)
The data-hungry upstream sector has been working with artificial intelligence for more than 40 years to, among other things, mitigate subsurface risks and…
- EnergyCents
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…
- EnergyCents
Change Makers: Spiro Youakim, Lazard Managing Director (Ep. 194)
Lazard Inc. is one of the world's leading financial advisory and asset management firms. The company's Financial Advisory practice supports its clients on…
- EnergyCents
Rule follower: Biofuels navigates evolutions in trade, renewable energy policies (Ep 193)
The US biofuels industry begins 2025 facing significant policy uncertainty, despite having produced record volumes of ethanol, renewable diesel, and…
- EnergyCents
High expectations: North America gas prepares for calls to grow (Ep 192)
The role of North American gas is set to expand as LNG exports and domestic power demands increase the call on the domestic supply. However, there remains…
- EnergyCents
Bits and Bytes: Responding to Datacentre demand growth (Ep 191)
As adoption of AI expands across the globe, through LLMs, Cloud services, inferencing, and network hubs, more power-hungry data centers are needed to meet this…
- EnergyCents
Change Makers: Gary Agnew, Ideon Technologies CEO (Ep 190)
Canadian-based Ideon Technologies is revolutionizing the exploration of subsurface resources through its use of cutting edge, cosmic-ray muon tomography. The…
- EnergyCents
Power Play: Europe reckons with higher electricity prices as demand growth returns (Ep 189)
Europe is making progress against its net-zero ambitions and is generating about 70% of its electricity from carbon-free sources, including nuclear. However…
- EnergyCents
Change Makers: Arvin Vohra, Redaptive CEO (Ep 188)
Denver-based Redaptive is an energy-as-a-service company that works with commercial and industrial customers to fund and install energy-cost saving equipment…
- EnergyCents
Consolidation: Upstream operators leverage M&A in bid for scale (Ep 187)
Led by corporate mergers, nearly $160 billion in merger-and-acquisition activity took place within the global upstream sector in 2024. Producers will continue…
- EnergyCents
CERAWeek 2025: In the rooms where it happened (Ep 186)
About 10,000 people attended S&P Global's annual CERAWeek conference in Houston last week to participate in dialogue around the event's organizing principle…
- EnergyCents
Arctic to the market: Alaskan oil and gas landscape (Ep 185)
A Day One executive order from Donald Trump's new administration aims to utilize Alaska's abundant natural resources, including oil and gas. This includes…
- EnergyCents
Change Makers: Katrin Puetz, (B)energy Founder and Managing Director (Ep 184)
(B)energy is a German company that has developed backpacks to store and transport biogas that can be used to displace firewood and coal in cooking. The company…
- EnergyCents
Critical: Metals and minerals in a green tech future (Ep. 183)
Global metal markets are facing massive opportunities and challenges as the world transitions to green technology. Recent and ongoing changes in the US…
- EnergyCents
Top trends to watch in 2025: Power Markets (Ep 182)
The global electricity landscape is undergoing a period of profound change as conventional resources compete with renewable supply to meet expectations of…
- EnergyCents
Top Trends to watch in 2025: Oil Markets (Ep 181)
Oil markets begin the year with OPEC+ sitting on more than 5.5 million barrels per day of spare capacity and the incoming Trump Administration wants to see US…
- EnergyCents
Balancing act: Germany wrestles with decarbonizing, manufacturing ambitions (Ep 180)
Germany grew to become Europe's largest economy on the back of an export-led manufacturing sector. The energy-hungry economy is now trying to maintain its…
- EnergyCents
Top Trends to watch in 2025: Energy Capital (Ep 179)
Trade wars, US policy upheavals, China's clean energy blitz, a crude market under pressure and the convergence of AI and the energy sector will define 2025 for…
- EnergyCents
Top Trends to watch in 2025: Natural gas (Ep 178)
As Donald Trump returns to office the landscape of natural gas in the US, and LNG in particular, is expected to shift both domestically and globally. S&P…
- EnergyCents
Change Makers: Carter Li, SWTCH founder and CEO (Ep 177)
Toronto-based SWTCH has focused on developing electric-vehicle charging solutions for multi-tenant properties in North America since its 2016 founding. The…
- EnergyCents
EnergyCents- Top Trends to Watch in 2025: Clean Energy Technology (Ep. 176)
Led by investment in solar capacity, global spending on clean-energy technologies will exceed investment in upstream oil and gas for the first time in 2025…
- EnergyCents
EnergyCents- Defying Gravity: Energy soars in 2024 and will be Popular in 2025 (Ep. 175)
We welcome back S&P Global Commodity Insights energy experts Reed Olmstead and David Vaucher for our 6th annual year-in-review and resolutions episode. Hosts…
- EnergyCents
EnergyCents- Up and Atom: Nuclear wins renewed attention as low-carbon power play (Ep. 174)
A desire for lower-carbon, reliable electricity is reviving interest in nuclear power generation. S&P Global energy market experts Yulia Ivanovskaya and Conway…
- EnergyCents
EnergyCents- Change Makers: Kul Karcz, NewMed Energy VP of Exploration and ESG Manager (Ep 173)
NewMed Energy is focused on exploring for and bringing to market natural gas discoveries from the Eastern Mediterranean. The Israel-based firm is partnered…
- EnergyCents
EnergyCents- Calm: Oil markets adjust to a new normal as risk premium ebbs (Ep 172)
Oil markets have responded with complacency to sanctions on major producers, rerouting of tankers, and military unrest in the major supply areas. S&P Global…
- EnergyCents
EnergyCents- Change Makers: Hooman Shahidi, EVPassport CEO and co-founder (Ep. 171)
EVPassport is working to accelerate the adoption of electric vehicles by improving the user experience when charging through its focus on reliability and ease…
- EnergyCents
EnergyCents- The silent partner: Graphite and the energy transition (Ep. 170)
Despite being a key component in lithium-ion battery manufacturing for electric vehicles, Graphite has so far escaped the media attention that its comparable…
- EnergyCents
EnergyCents- Change Makers: Tabitha Stine, Nucor GM of Energy Solutions Services (Ep 169)
The steel industry accounts for almost 10% of the world's final energy demand and greenhouse gas emissions. Nucor (NYSE: NUE), North America's largest steel…
- EnergyCents
EnergyCents- Refining kit: India plans for downstream infrastructure investment (Ep 168)
India plans to grow its refining capacity by about 60% to 8 mmbd over the next 10 years to meet both domestic demand and spur refined-product exports. S&P…
- EnergyCents
EnergyCents- State support: UK makes Great British Energy as clean-energy champion (Ep 167)
The United Kingdom established state-owned Great British Energy in July 2024 to develop domestic clean energy supply, create jobs, and advance the country's…
- EnergyCents
EnergyCents- Change Makers: NJ Ayuk, African Energy Chamber Executive Chairman (Ep. 166)
The African Energy Chamber began in 2018 to promote the continent's energy sector and support indigenous companies' efforts to expand their networks and engage…
- EnergyCents
EnergyCents- Mark to market: PJM rule changes lead to capacity auction price spike (Ep 165)
Capacity auction prices for 2025/2026 delivery year jumped nearly 10x from the prior delivery year to $269.92/MW-day for much of PJM, a regional power market…
- EnergyCents
EnergyCents- Rethinking resilience: ERCOT looks to spark gas-generation build (Ep. 164)
Led by investment in intermittent renewables, Texas has added more new power supply to its grid over the past five years than any other state. However, the…
- EnergyCents
EnergyCents- Adjustment bureau: CBAM aims to level playing field for EU industries (Ep 163)
Europe's Carbon Border Adjustment Mechanism (CBAM) now requires its trade partners to declare the carbon content associated with production of imported goods…
- EnergyCents
EnergyCents- Change Makers: itselectric Co-Founder & COO Tiya Gordon (Ep. 162)
itselectric, a Brooklyn-based electric vehicle (EV) curbside charging company, partners with municipalities and property owners to install, operate, and…
- EnergyCents
EnergyCents- Emissions mission: California prepares to adjust its climate regulations (Ep 161)
The California Air Resources Board (CARB) pioneered much of North America's emissions-reduction policies and is now in the process of updating its regulations…
- EnergyCents
EnergyCents- Drilling the Shire: New Zealand mulls lifting exploration ban (Ep 160)
New Zealand announced on August 26, 2024, that it will reverse its 2018 ban on offshore oil and gas exploration before the start of 2025. S&P Global Expert Joe…
- EnergyCents
EnergyCents- In a Metal Mood: China's evolving role in global cleantech supply chains (Ep 159)
Metals are increasingly a part of the global energy story as low-carbon technologies compete with fossil fuels for market share. Energy planners are therefore…
- EnergyCents
EnergyCents- A second chance: Operators turn to refracs in mature shale plays (Ep 158)
Production from shale has always been driven by those wells drilled in core acreage. While core inventory depletes each year, each well's recovery rate is low…
- EnergyCents
EnergyCents- Sunburn: Solar sector seeks relief as supply outruns demand (Ep. 157)
Low-cost manufacturing of solar technologies has enabled one of the fastest growth trajectories of global low-carbon energy supply. The pace of growth, led by…
- EnergyCents
EnergyCents- Change Makers: Diversified Energy SVP Doug Kris (Ep 156)
Diversified Energy owns and operates onshore natural gas wells in the United States and has built itself by acquiring the long-lived, non-core assets of other…
- EnergyCents
EnergyCents- Hotspot: The E&P race in the Atlantic Margin (Ep. 155)
The Atlantic Margin, the play between the west coast of Africa and the east coast of South America, is increasingly under the upstream spotlight. With high E&P…
- EnergyCents
EnergyCents Change Makers: Inspiration Mobility CEO Josh Green (Ep. 154)
Inspiration Mobility is the world's first electric vehicle Fleet Management Company, or eFMC. The self-described "electrification accelerator" is backed by…
- EnergyCents
EnergyCents- Ep 153: Mingling molecules: RNG wins market share in heavy-duty trucking
Renewable natural gas (RNG) has been one of the fastest low-carbon fuels to reach commerciality in the United States because of its ability to leverage…
- EnergyCents
EnergyCents- Ep 152: Eyes on Tomorrow: The future of global oil & gas exploration
The future of global oil and gas exploration has been widely discussed recently, with the number of discoveries year on year for the past decade gradually…
- EnergyCents
EnergyCents- Ep 151: Carbon advantage: Brazil leverages CO2 in bid to reduce oil emissions intensity
Brazil ranks among the world's top 10 oil producers due largely to success in deepwater exploration and production. Much of the country's oil production has…
- EnergyCents
EnergyCents- Ep 150: Whack-a-mole: Car makers look to supply chain CO2 hotspots as EV emissions fall
Operating an internal combustion engine (ICE) vehicle traditionally accounts for about 75% of a car's full lifecycle emissions. That percentage breakdown…
- EnergyCents
EnergyCents- Ep 149: Hand in glove: The importance of carbon accounting in emissions reduction
Titans of industry have long embraced the concept that what gets measured gets managed. Reaching consensus on measurable items like benchmarks, milestones, and…