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
EnergyCents- Ep 148: Going Dutch: Heat pumps win market share in Netherlands decarbonization plan
Heat pump sales jumped 36% in the Netherlands in 2023, thanks to government incentives promoting the decarbonization of residential construction. S&P Commodity…
- EnergyCents
EnergyCents- Ep 147: In the air tonight: the genesis of DAC business models
Direct Air Capture technology, or DAC, is garnering increased attention as project developers raise funds with ambitions of deployment at commercial scale. S&P…
- EnergyCents
EnergyCents- Ep 146: Refining the future: Wires and Barrels and Batteries (oh my!)
As electric vehicles increase their market share, so increases the transportation sector's reliance on metals supply and downstream smelting capacity. How does…
- EnergyCents
EnergyCents- Ep 145: Chickens and eggs: Hydrogen policy wrestles with demand, supply stimulus
Many governments are working to stimulate investments in clean hydrogen supply and/or demand, and trying to balance what can be competing priorities of support…
- EnergyCents
EnergyCents- Ep 144: eRobot: Energy sector embraces AI in race to innovate and transform
Artificial intelligence (AI) is most commonly associated with the Silicon Valley and tech-sector giants. However, the energy sector is actively investing in…
EnergyCentsEnergyCents- Ep 143: Ship shape: LNG poised for growth in a flat gas-demand world
Global LNG consumption is set to grow by about 2.5% per year from now until 2050. This growth occurs as global gas demand, inclusive of LNG, stays more or less…
EnergyCentsEnergyCents- Ep 142: Power Per Capita: The electrification of developing economies
Electricity consumption in the world's developing economies is generally less than about 2,500 kwh per capita, compared to about 10,000 kwh per capita in the…
EnergyCentsEnergyCents- Ep 141: Data demand: US power sector responds to AI-driven growth
Power-hungry datacenters require access to reliable electricity to meet the increasingly digital needs of modern society. As society processes more data, more…
EnergyCentsEnergyCents- Ep 140: Emerging markets: Comparing China and India's energy-demand profiles
China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are watching…
EnergyCentsEnergyCents- Ep 139: Rationalization and Reinvention: Refiners and the prospects of peak oil
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…
EnergyCentsEnergyCents- Ep 138: Truckin': The long, strange trip of electric pick-ups
Americans love pick-up trucks, and the original equipment manufacturers (OEMs) that make them rely on their relatively high profit margins to fuel earnings…
EnergyCentsEnergyCents- Ep 137: Electron exports: Singapore looks to its neighbors for lower-carbon power
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…
EnergyCentsEnergyCents- Ep 136: Clearing the air: examining emission-mitigation business models
This week on EnergyCents, emissions expert Deb Ryan joins Hill Vaden and Sam Humphreys to talk about the implications of emissions mitigation across the…
EnergyCentsEnergyCents- Ep 135: The Upstream Frontier (Pt 3): Suriname
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…
EnergyCentsEnergyCents- Ep 134: The Upstream Frontier (Pt 2): Latin America's Exploration Wells to Watch
Led most recently by Guyana, and Brazil before it, Latin America has been a remarkable success story for global oil exploration over the last 25 years. Flavio…
EnergyCentsEnergyCents- Ep 133: The Upstream Frontier: Profiling Africa's High Impact Exploration Wells in 2023-2024
As measured by discovered volumes, Africa finished one of its worst exploration years on record in 2023. However, two of the wells being drilled in December –…
EnergyCentsEnergyCents- Ep 132: Speed limit: EVs navigate bumps in the road to mass adoption in the US
Sales of electric vehicles continued to rise in the United States in 2023, though the rate of adoption has been slower than many planners envisioned. Devin…
EnergyCentsEnergyCents- Ep 131: New crude on the block: OPEC+ reckons with non-OPEC growth
Led by the Americas, supply growth from non-OPEC countries fully met the growth in global oil demand in 2023. This balance, along with wars in the Middle East…
EnergyCentsEnergyCents- Ep 130: Slow train coming: Nigeria's Dangote refinery nears commissioning
At completion, Nigeria's Dangote Petroleum Refinery will process 650,000 barrels per day and be the largest single-train facility in the world. The…
EnergyCentsEnergyCents- Ep 129: Dirty Secret: Coal demand continues to grow
Coal is widely considered a 'dirty' fossil fuel due to its high carbon intensity. The fuel is also relatively abundant and has enabled resilience within in an…
EnergyCentsEnergyCents- Ep 128: Global LNG: A review of 2023 and outlook for 2024
The United States emerged as the largest LNG exporter in the world in 2023, and begins 2024 with the White House delaying decision on a new export facility…
EnergyCentsEnergyCents- Ep 127: Geothermal: Applying oilfield technology to advance emissions, resilience goals
Geothermal energy uses heat from the earth to, among other things, generate electricity and heat or cool buildings. S&P Global Commodity Insights experts…
EnergyCentsEnergyCents- Ep 126: Top 10 Trends in 2024: Clean Energy Technology
Global Clean Energy Technology Investment is expected to reach US$750-800 billion in 2024, and continue to grow to nearly US$1 trillion by 2030. Sam Wilkinson…
EnergyCentsEnergyCents- Ep 125: Holiday Special: Annual year-in-review and resolutions
In what has become an annual EnergyCents tradition, we welcome back experts Reed Olmstead and David Vaucher for our 5th annual year-in-review and resolutions…
EnergyCentsEnergyCents- Ep 124: Oil Markets: Review of 2023 and thoughts on 2024
Global oil traded within a price band in 2023 that largely supported both consumer mobility, and producer economics. Recent weeks have seen steady price…
EnergyCentsEnergyCents- Ep 123: North Sea Transition Series EP3: Carbon Capture and Storage
The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for…
EnergyCentsEnergyCents- Ep 122: North Sea Transition Series EP2: Offshore Wind
The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for…
EnergyCentsEnergyCents- Ep 121: North Sea Transition Series: Offshore E&P
The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for…
EnergyCentsEnergyCents- Ep 120: Gas play: European majors test boundaries of Eastern Med success
After initial enthusiasm, Eni and TotalEnergies announced unsuccessful results in October from the Qana-1 prospect in offshore Lebanon. Attention in the play…
EnergyCentsEnergyCents- Ep 119: Consolidation: Pipeline deals reshape North America fossil-fuel infrastructure
More than $40 billion of North America pipeline deals were announced earlier this year as infrastructure owners reposition themselves for success in an…
EnergyCentsEnergyCents- Ep 118: Local expertise: Energy security steers regional explorers to AsiaPac's mature basins
Oil and gas exploration activity in the Asia Pacific region is increasingly focused on mature basins as energy security concerns motivate regional operators…
EnergyCentsEnergyCents- Ep 117: Power play: Vietnam looks to grow gas demand in electricity mix
Vietnam released its long-awaited Power Development Plan VIII (PDP8) in May 2023 outlining power-sector priorities to 2030, which includes a transition away…
EnergyCentsEnergyCents- Ep 116: Capital connections: Transmission investment on the Road to Net Zero
Spending on US transmission projects is increasing quickly, but still represents the smallest allocation of capital investment within North America's power…
EnergyCentsEnergyCents- Ep 115: Climate Conversations - Energy matters headline Climate Week and COP28
Strategies to manage global climate and energy concerns are known to intersect, occasionally in conflict and often in alignment. Energy production will again…
EnergyCentsEnergyCents- Ep 114: Down Under: Australia digs in with CO2 storage initiatives
Australia has long relied on resource-extraction industries to grow its economy. Recent policies now look to leverage the country's geology to store CO2 via…
EnergyCentsEnergyCents- Ep 113: New Dawn: Nuclear gets fresh look on back of renewables' intermittency
Nuclear energy plants emit no carbon and can run twenty-four hours per day without relying on wind or sunlight. Recently big-name investors have put their…
EnergyCentsEnergyCents- Ep 112: Hot Spot: Enthusiastic E&P industry watches Namibia after string of discoveries
Shell (Graff-1) and TotalEnergies (Venus 1-X) in 2022 each announced successful offshore exploration wells in Namibia's Orange Sub-basin. Enthusiasm is high…
EnergyCentsEnergyCents- Ep 111: Drive on: The acceleration of EV adoption
Government policy and, in many cases, consumer preferences are accelerating new sales of electric vehicles. Automotive expert Devin Lindsay joins EnergyCents…
EnergyCentsEnergyCents- Ep 110: Dr. Copper: I've got my own Energy podcast to do
#Copper is often spoken of as having a phd because its price can be used to quickly diagnose global economic health. The #metal will also be key in realizing…
EnergyCentsEnergyCents - Ep 109: Expectations management: Oil markets wrestle with fresh uncertainties
China's reopened economy, sidelined shale, and Russian sanctions all add fresh uncertainties to the supply and demand balances shaping global oil-price…
EnergyCentsEnergyCents- Ep 108: Bridge fuel: LPG looks to Africa for market expansion opportunities
Liquified Petroleum Gas (LPG), a byproduct of natural gas production and refined oil, is primarily used in cooking, transportation, and as a petrochemical…
EnergyCentsEnergyCents- Ep 107: Ghost fleet: Russian barrels find new paths to market
Western sanctions have attempted to limit the market opportunity for Russian oil following the country's invasion of Ukraine more than a year ago. Barrels…
EnergyCentsEnergyCents- Ep 106: Long and winding road: India looks to net-zero by 2070
Almost 20% of the world's population lives in India, which remains heavily reliant on higher emitting fuels for its energy supply. The potential opportunity…
EnergyCentsEnergyCents- Ep 105: Molecule Managers: CCUS as an Upstream core competency, if in reverse
Carbon, Capture, Utilization and Storage (CCUS) is increasingly viewed as a key to the world meeting its climate goals. The multi-step technology, or…
EnergyCentsEnergyCents- Ep 104: #Goals: Europe reconsiders energy priorities after weathering 2022 gas crunch
European energy markets largely dodged a crisis during the 2022-23 winter months thanks to the combination of functioning markets, policy influences, and warm…
EnergyCentsEnergyCents- Ep 103: Offshore ambition: Brazil, Petrobras prepare for the energy transition
Petrobras emerged a leader in offshore oil in gas on the back of exploration success throughout the early 2000s, which also coincided with the first presidency…
EnergyCentsEnergyCents- Ep 102: Embarrassment of Riches: How the Upstream sector responds to an influx of cash
Buoyed by high commodity prices in 2022, the global upstream sector enters 2023 with a high-class cash-flow problem: what to do with all this money. Among…
EnergyCentsEnergyCents - Ep 101: It just keeps going: The evolving business models of battery and auto makers
Battery and automobile makers often look at the relationship between service stations and internal combustion engines as business-model analogues to solve…
EnergyCentsEnergy Cents - Ep 100 : Alphabet Soup - ESG as Efficiency, Standardization, and Globalization
Environmental, Social, Governance (ESG) investment themes fell out of favor in 2022 as concerns around things like energy security and Wall Street's motivation…
EnergyCentsEnergyCents - Ep 99: Metals and Mining: Fulfilling the promises of cleantech
The success of cleantech innovation is, in many ways, dependent on the world's mining sector delivering an adequate supply of one or more of the following…
EnergyCentsEnergyCents- Ep 98: A year in review: Energy markets, Taylor Swift, and ESG
In what has become an annual EnergyCents tradition, we welcome back experts Reed Olmstead and David Vaucher for our annual year-in-review and resolutions…
EnergyCentsEnergyCents- Ep 97: Reprioritized: The impact of a surge in European gas demand on Southeast Asia
Russia's Ukraine invasion led to gas supply constraints to Europe that rerouted global gas flows throughout the summer and fall. Gas market expert Johan Utama…
EnergyCentsEnergyCents- Ep 96: Structural change: Oil markets brace for volatility heading into winter
Global oil prices avoided hitting new highs over past months as policy choices from consuming countries helped balanced markets, and Russian supply found new…
EnergyCentsUpstream in Perspective- Ep 46: Guyana Basin from mere frontier to production bonanza
The world has seen an impressive emergence of the Guyana Basin through the discovery of more than 16 billion boe of recoverable resources in less than seven…
EnergyCentsEnergyCents- Ep 95: Gas hub: Geopolitics push development pace of Eastern Mediterranean discoveries
The Eastern Mediterranean's role as a global gas hub is technically advantaged by more than 10 years of exploration success, and strategically advantaged by…
EnergyCentsEnergyCents- Ep 94: Cyclical strength: Revamped U.S. oilfield services prepares for 2023 tightness
Five oilfield services firms control more than 65% of the hydraulic horsepower capacity available to US shale-focused operators interested in fracing wells…
EnergyCentsEnergyCents- Ep 93: Permanent Offer: New auction format to speed Brazil pre-salt development
More than a dozen operators are preparing to bid in December on up to 12 pre-salt blocks in Brazil's Campos and Santos basins, including the promising Ametista…
EnergyCentsEnergyCents- Ep 92: National ambition: Green Banks look beyond state and municipal levels
There are more than 20 Green Banks operating in the US with a shared goal of accelerating cleantech investment in underserved communities and filling other…
EnergyCentsEnergyCents- Ep 91: Continental fatigue: Energy levels challenge European economies
Europe's real GDP grew by about 5% during the first two quarters of 2022 on the back of post-pandemic strength from the service sector. Momentum, however…
EnergyCentsEnergyCents- Ep 90: Champagne problems: SAF poised to take off as airlines embark on net-zero trip
Increasing the mix of Sustainable Aviation Fuels (SAFs) in airlines is a key ingredient in the aviation sector reaching its goal of carbon neutrality by 2050…