Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Ekl...
Having ramped down imports of Russian gas at the start of the Russia-Ukraine war, the European Union may need to answer industry calls for higher imports if peace or a ceasefire are achieved. But will politicians be comfortable with this, and what about the damaged Nord Stream pipelines? And how does the US approach the topic, having become a major LNG supplier to Europe in the past few years? Laurent Ruseckas, executive director for gas at S&P Global Commodity Insights, shares his analysis with host Eklavya Gupte and correspondent Camilla Naschert. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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Europe's Clean Industrial Deal: Will it work?
As global competition and trade tensions rise, the EU Commission has pledged to create a supportive business environment for cleantech manufacturing and deployment, including €100 billion in support for manufacturing. But will this be enough to stave off the risk of deindustrialization? In this episode of Energy Evolution, podcast correspondent Camilla Naschert explains the EU’s latest legislation on competitiveness, the Clean Industrial Deal. Guest Ben McWilliams, affiliate fellow at think tank Bruegel, lays out the global trade and investment picture on solar, batteries and electric cars and explains why the EU's plan may work. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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CERAWeek: How shifts in the US government are influencing private, public investment
In this episode of Energy Evolution, host Taylor Kuykendall chats with Ernest Moniz, founder and CEO of the EFI Foundation and the former US Department of Energy Secretary during the Obama administration. We'll also talk to Vast Energy CEO Craig Wood and Plug Power Chief Strategy Officer Sanjay Shrestha. The discussions, held on the sidelines of the CERAWeek by S&P Global conference, focus on innovations in energy technology, particularly the role the Department of Energy plays in early investment and how it might change under President Donald Trump. Vast Energy and Plug Power are both companies that have partnered with the DOE in the past, and both remain optimistic about the future. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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CERAWeek: Three utility CEOs on energy transition, AI demand and changing US politics
In this episode of Energy Evolution, host Taylor Kuykendall engages with more industry leaders at CERAWeek, including Maria Pope, CEO of Portland General Electric; John Pettigrew, CEO of National Grid; and Rebecca Kujawa, CEO of NextEra Energy. The discussion revolves around the rapid growth of datacenters and the evolving energy landscape. Pope highlights the significant role of semiconductor manufacturing and AI in shaping energy consumption patterns. Pettigrew discusses National Grid's ambitious $75 billion capital investment plan, focusing on enhancing network reliability and capacity to accommodate increasing energy demands. Kujawa underscores the importance of renewable energy and storage solutions in meeting new load growth driven not only by AI but also by reshoring manufacturing capabilities in the US. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
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CERAWeek: Opportunities and challenges for the US lithium battery supply chain
In this episode of Energy Evolution, co-host Taylor Kuykendall delves into developments in battery technology with Pure Lithium founder and CEO Emilie Bodoin and explores methods for extracting lithium with International Battery Metals CEO Iris Jancik from the sidelines of the CERAWeek by S&P Global conference. The episode also addresses electric vehicle adoption, the impact of changing political climates on incentives, and the need for innovation in the face of a looming natural resource crisis. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Eklavya Gupte speak with policymakers, industry professionals and SPGCI in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast has merged with the Platts Future Energy podcast as of January 2025.
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