Melhores podcasts sobre SP Global Commodity Insights (2024)

1
All Things Aviation: CORSIA and the future of carbon markets in aviation (part 2) 24:23

6d ago24:23

24:23

This is episode 2 of All Things Aviation, a special six-part series focusing on the dynamics, trends, and outlooks in the aviation sector. In this episode, Marie-Louise Du Bois, head of the global carbon pricing team is joined by S&P Global Commodity Insights experts Dana Agrotti, low carbon market lead analyst, Agamoni Ghosh, managing editor, glob…

1
A closer look at Utah project converting renewables into hydrogen for later use 29:08

6d ago29:08

29:08

Today's episode of Energy Evolution is all about the Advanced Clean Energy Storage project in Delta, Utah. ACES will use electrolysis to convert renewable energy into hydrogen and store it so that the otherwise intermittent resources will be dispatchable on demand from storage in large salt caverns underground. The first project will convert and st…

1
Market-moving Libya back in the spotlight 16:27

7d ago16:27

16:27

Since the politically motivated suspension of crude oil production in Libya on August 26, the oil markets have experienced a heightened level of volatility, with price fluctuations depending on almost every new headline. In this episode of the Platts Oil Markets Podcast, Joel Hanley is joined by reporters Charlie Mitchell and Luke Stuart to delve i…

1
How an AI-powered robot is speeding up solar installation 14:32

13d ago14:32

14:32

This week's episode of Energy Evolution features a conversation with Deise Yumi Asami, the founder of Maximo, an AI-powered robot that automates the heavy lifting for placing and attaching solar modules. The project is being run by AES Corp., a Virginia-based utility and power generation company. In the episode, Asami explains how the robot uses AI…

1
APPEC to shine spotlight on how Asia is navigating a multi-faceted energy future 26:07

14d ago26:07

26:07

Emerging trends in Asian oil consumption centers, enhancing energy security and the decarbonization strategies Asian countries are pursuing will be some of the themes in focus at the Asia Pacific Petroleum Conference or APPEC 2024, by S&P Global Commodity Insights, which is scheduled to take place from September 9-12 in Singapore. In a wide-ranging…

1
All Things Aviation: Post-pandemic economics, geopolitics and infrastructure (part 1) 20:03

16d ago20:03

20:03

This is episode 1 of All Things Aviation, a special six-part series focusing on the dynamics, trends and outlooks in the aviation sector. In the first episode of this Future Energy miniseries, S&P Global Commodity Insights scenarios and aviation experts Roman Kramarchuk, Paul McConnell and James Simpson set the stage, discussing the global state of…

1
Adair Turner on Trump 2.0, Chinese solar panels and the hydrogen hype 34:56

20d ago34:56

34:56

This week on Energy Evolution we hear from Lord Adair Turner, British businessman and former chairman of the UK Financial Services Authority. Turner is now heading up the Energy Transitions Commission, an industrial collective. He tells Taylor Kuykendall and Camilla Naschert about the risks he sees for America's climate goals if Donald Trump is re-…

1
China's slowing economy spells a downturn for US crude exports 17:46

21d ago17:46

17:46

Economic growth has slowed in China, cutting into US crude exports and softening spot price differentials for US Gulf Mars crude. The expected supply surplus stemming from reduced Chinese buying has also helped to cushion the bullish impacts of the ongoing war between Israel and Hamas, keeping oil futures in a well-worn range. Jeff Mower speaks wit…

1
The business case for solar power in the US energy transition 35:45

27d ago35:45

35:45

Solar power is the fastest growing source of electricity in the US. But as adoption of solar and other renewable power generation grows, developers are facing new realities when it comes to financing projects and setting expectations about their returns. In this episode, guest Sheldon Kimber, founder and CEO of independent power producer Intersect …

1
Can OPEC+ hold its nerve on supply as demand stutters? 20:51

28d ago20:51

20:51

OPEC’s latest and eagerly watched monthly oil market report, which presented a softer near-term demand outlook compared to its July forecasts, has coincided with a dip in oil prices at a time when the group has made clear its intention to gradually reintroduce supply to the market. Can OPEC and its allies remain calm in the face of a sluggish deman…

1
Exploring the unprecedented growth of global solar PV 24:10

30d ago24:10

24:10

Global installed capacity of solar photovoltaics has grown at an extraordinary pace in recent years as countries strive to meet approaching decarbonisation targets, meaning that the technology is having an ever-increasing part in electricity mixes worldwide. In this episode of the Platts Future Energy Podcast, solar market reporter Lena Dias Martin…

1
What it means to be green: Steel market lacks consensus on what low-carbon looks like 43:03

1M ago43:03

43:03

“Green steel” is becoming an increasingly desirable product around the world as more end users establish decarbonization goals and legislation like the EU’s carbon border adjustment mechanism (CBAM) goes into effect. But with no single definition, steel market participants are having to come up with their own standards as they pursue lower-carbon s…

1
Venezuela’s oil future is up for grabs in election contest 11:38

1M ago11:38

11:38

The future of Venezuela's oil industry is in the crosshairs of a political battle. Current president Nicolás Maduro is fighting to maintain power following a contested July 28 election, and protests have caused gasoline shortages in the country, where supply is already limited by low refinery run rates. While crude production has held up, Venezuela…

1
Direct air capture may sound like science fiction, but investors are taking it seriously 15:15

1M ago15:15

15:15

Vacuuming CO2 out of the atmosphere may be possible, but at a cost of nearly $1,000 per metric ton of carbon captured and stored. Nevertheless, direct air capture is attracting serious investment from the US government, oil and gas companies and Microsoft. In this episode of Energy Evolution, hosts Taylor Kuykendall and Dan Testa and reporter Siri …

1
Shifting flows: US diesel displaces Middle Eastern supply to Europe 14:00

1M ago14:00

14:00

In July, US diesel exports to Europe surged to multi-year highs, displacing Middle Eastern flows due to inverted arbitrage economics and a bearish near-term outlook for the commodity in Europe. In this episode of the Platts Oil Markets Podcast, host Joel Hanley is joined by Robert Perkins, Nadia Bliznikova, and Rebeka Foley to explore the latest de…

1
Unintended consequences: When politicians reshape utility regulation 15:36

2M ago15:36

15:36

In this episode of Energy Evolution, host Taylor Kuykendall and S&P Global Commodity Insights climate and energy reporter Karin Rives discuss the increasing involvement of state lawmakers in electric utility regulations and their impact on the power industry and ratepayers. Guests on today's show are Lillian Federico, a research director with Commo…

1
Middle Eastern vs Russian crude - the tug-of-war to woo Indian refiners 18:10

2M ago18:10

18:10

Never before India's oil import basket has changed so dramatically as it has changed in the past three years. The sharp rise in the share of Russian barrels have displaced big volumes of Middle Eastern crude. And now, as Indian refiners start to explore the possibility of signing term deals for Russian crude, market players are looking for answers …

1
Climate tech as economic driver — a chat with former US Commerce Secretary Bill Daley 21:41

2M ago21:41

21:41

In this episode of the Energy Evolution podcast, host Taylor Kuykendall interviews William "Bill" Daley, who was White House Chief of Staff under President Barack Obama and Commerce Secretary during the administration of President Bill Clinton. Daley joined Taylor to discuss the role of climate technologies in driving economic growth and job creati…

1
How is Dangote's crude supply diversification disrupting global trade flows? 15:40

2M ago15:40

15:40

The Dangote refinery in Nigeria is poised to disrupt refined product flows in the Atlantic Basin just months after its long-awaited commissioning in early 2024. As the mega-refinery intensifies its search for crude sources beyond Nigeria's borders, significant changes are expected in the market. In this week's episode of the Oil Markets podcast, ho…

1
Five years later, looking back at the Berkeley gas ban 26:04

2M ago26:04

26:04

In this episode of Energy Evolution, host Taylor Kuykendall is joined by Tom Dichristopher, senior reporter at S&P Global Commodity Insights, to discuss the movement to ban new gas hookups and require all-electric construction for new buildings. In 2023, a court struck down a gas ban in Berkeley, California, which was the first of its kind in the n…

1
A jet-setting summer crowns a new king of the barrel 11:52

2M ago11:52

11:52

Summer flying season has taken over for summer driving season. Jet fuel prices and demand have surged to record levels in June and July, and US officials report record-high numbers of airline passengers. Gasoline and diesel demand have largely been in line with seasonal norms, but US West Coast prices and demand have been dinged by increased adopti…

1
So you want to buy an EV: Moving past adoption barriers 17:29

2M ago17:29

17:29

Electric vehicles are growing in popularity in the US, but purchasing one can come with a host of hurdles to navigate, from tax credits to charger availability. In this episode of Energy Evolution, correspondent Camellia Moors interviews Bryan Birsic, CEO of Motor, about the challenges faced by EV drivers and headwinds to wider EV adoption. Backed …

1
Navigating Russian oil flows amid tightening sanctions 11:40

2M ago11:40

11:40

The European Union’s decision on 24 June to target Russian shipping company Sovcomflot in its latest round of sanctions comes as ship tracking data shows a 5% monthly increase in seaborne crude oil exports through June. With changes to Russian crude and oil product exports in firm view for market participants, S&P Global Commodity Insights’ Frances…

1
Of improving weather and slow demand – are wheat prices headed for a further fall? 18:05

2M ago18:05

18:05

In the global wheat markets, recent concerns over a major production cut in Russia, a key exporter, have sparked attention on the supply and demand dynamics. Neighbouring European producers are also facing similar concerns. Meanwhile, in Canada and Australia, weather developments in recent months have played a significant role in shaping production…

1
Hot gas summer for a hot power market 13:25

3M ago13:25

13:25

With high temperatures moving through the US, multiple regions are preparing for gas and power price volatility. Gas supply constraints or cooling demand could result in power demand spikes. Data centers have been increasing power and gas requirements in some areas, power generators have been competing for gas supplies with LNG terminals along the …

1
As the EU cracks down on 'forever chemicals,' is the energy sector prepared? 28:21

3M ago28:21

28:21

Also known as 'forever chemicals', PFAS materials can be found in frying pans and rain coats, but also in hydrogen electrolyzers and batteries. After a group of countries proposed a ban on PFAS chemicals in the EU in 2023, legislators are expected to restrict their use. On this episode, correspondent Camilla Naschert hears from scientists Christina…

1
Is Asian jet fuel demand stalling as aviation recovery struggles for a lift? 12:29

3M ago12:29

12:29

The aviation sector post-pandemic recovery was seen as a bright spot for regional oil demand this year. However, with uneven recovery within the industry and underwhelming performance in key markets such as China, the growth in demand is expected to ease in the coming months. This demand slowdown could potentially send the jet fuel market into turb…

1
How are auctions unlocking Europe’s green hydrogen market? 24:07

3M ago24:07

24:07

A first wave of subsidy auctions for green hydrogen production in Europe has revealed early price signals and could kick-start the market after a long period of policy and investment delays. The recent European Hydrogen Bank auction results were much lower than expected, but will renewable hydrogen be much cheaper than previously thought, or will c…

1
US government stepping into battery metals where private capital is hesitant 32:23

3M ago32:23

32:23

In this episode of Energy Evolution, the teams is joined by two special guests: Jigar Shah, the director of the Loan Programs Office of the US Department of Energy, and Jonathan Evans, the President and CEO of Lithium Americas. The US Department of Energy has shown interest in the metals and mining space, particularly in critical mineral mining and…

1
Road fuel availability dampens price sentiment ahead of US driving season 14:52

3M ago14:52

14:52

The Northern Hemisphere summer's regular star of the oil barrel, gasoline, has entered its traditional season of price strength with the market structure in contango and cracks far softer than usual for this time of year. With strong refinery production, rising inventories and a modest demand picture, Joel Hanley and frontline reporters Matthew Tra…

1
Unlocking sustainable flight with hydrogen 26:49

3M ago26:49

26:49

Hydrogen fuel is gaining traction as a promising solution for decarbonizing the transport sector, particularly in challenging areas like aviation where electrification is limited. US government subsidies for low-carbon hydrogen production and the establishment of the Department of Energy’s seven hydrogen hubs are expected to drive low-carbon hydrog…

1
Container market surge puts different pressure on Americas markets 17:25

3M ago17:25

17:25

Global container markets have endured a year of volatility not experienced since the global pandemic in 2020-2021, anchored by the complexity for supply chains as carriers loop around the Cape of Good Hope. Now that demand is ushering back into markets in a period of restocking, rates have surged upwards for North and South American import markets …

1
Europe has voted – What does the rightward shift mean for energy? 16:33

3M ago16:33

16:33

Right-wing parties have made gains in the EU parliamentary elections this past week, but a coalition of centrists remains likely. Correspondent Camilla Naschert tells host Taylor Kuykendall what the result means for energy policymaking in the 27-member bloc. The main message: Net zero is still on, but the pace of climate lawmaking may slow in comin…

1
Atlantic Canada’s offshore oil potential 15:04

3M ago15:04

15:04

Canada’s Newfoundland and Labrador province is sitting on an estimated 124 billion barrels in offshore crude reserves with access to global export markets, but needs investors to bolster output. Pulling in investors will likely be difficult considering other offshore opportunities in the Americas, including Guyana and Brazil. Will Equinor Canada ta…

1
Field to fork: Unpacking feed and meat demand in Asia and the Middle East (part 2) 17:20

3M ago17:20

17:20

Meat consumption is soaring globally, driven by population growth, rising incomes, and dietary preferences. As emerging markets embrace protein-rich diets, demand for feed grains intensifies, and the weather, government policy, animal disease and other factors can have major impact on both industries. For the second installment of this two-part ser…

1
Increasing electric vehicle range with new semiconductor technology 13:47

3M ago13:47

13:47

In this episode of Energy Evolution, host Taylor Kuykendall interviews Dan Brdar, the CEO of Ideal Power. Ideal Power is developing a bidirectional semiconductor power switch with a wide range of applications, including electric vehicles, renewable energy and datacenters. The technology enhances energy efficiency and is starting to gain traction in…

1
Decoding the OPEC+ meeting: crude output increases in 2024 21:30

3M ago21:30

21:30

Oil prices slumped after OPEC+ announced deals to ease voluntary crude output cuts in the last quarter of 2024 and extend group-wide production quotas into 2025. Market watchers are now closely monitoring quota compliance, global oil demand forecasts and non-OPEC+ supply growth. In this episode of the Oil Markets podcast, S&P Global Commodity Insig…

1
Field to fork: US grilling season and Brazil’s role in beef trade (part 1) 13:36

3M ago13:36

13:36

Grilling season is underway in the US -- the world's largest producer and consumer of beef. Even so, per capita consumption of beef in the US has halved over the last 50 years. The US can now produce more beef with fewer head of cattle, but it has become reliant on imported beef. And Brazil has a herd of some 235 million head and now supplies the w…

1
Microreactors promise nuclear power anywhere, deliverable by truck 17:31

3M ago17:31

17:31

Today's episode of Energy Evolution, your podcast for all things energy transition, focuses on small micronuclear reactors and their role in the energy transition. Our guest, Jay Yu, is the founder of Nano Nuclear Energy. Their products include microreactors, which produce one to 20 megawatts of thermal energy that can be used directly as heat or c…

1
Mexico’s energy future hinges on election outcome 19:53

3M ago19:53

19:53

Mexico's presidential election on 2 June comes at a time of declining crude and natural gas production and uncertainty over the country's transition to cleaner fuels and more reliable power generation. If Claudia Sheinbaum wins, as is widely expected, will she continue Lopez Obrador's policy of restricting private sector involvement in Mexico's ene…

1
UK oil refining struggles in the age of energy transition 27:12

4M ago27:12

27:12

As election fever grips the UK, this Commodities Focus podcast looks at the country’s oil refineries as they grapple with the fast-changing process of energy transition, including shifting government targets, shrinking diesel demand, the rise of sustainable aviation fuel, and unrelenting competitive pressure from giant refiners around the world. In…

1
Bridging the gap between conventional energy resources and newer technologies 24:18

4M ago24:18

24:18

In this episode of Energy Evolution, host Taylor Kuykendall sits down with Emily Easley, CEO of Novus Energy Advisors. Emily, who hails from the Texas oil and gas fields, now works in the world of renewable energy. During their conversation, Taylor and Emily delve into the topic of bridging the gap between conventional fuels and new energy technolo…

1
Naphtha flow from Africa's Dangote refinery boosting product tankers 16:54

4M ago16:54

16:54

Nigeria's Dangote refinery, built at a cost of $20 billion and is Africa's largest, has started exporting naphtha to North Asian markets at a time when the clean tanker market is witnessing prolonged firmness. The naphtha flow from Dangote is adding to the ton-mile demand in the clean tanker sector and this could be boosting the clean tanker market…

1
Naphtha flow from Africa's Dangote refinery boosting product tankers 16:54

4M ago16:54

16:54

Nigeria's Dangote refinery, built at a cost of $20 billion and is Africa's largest, has started exporting naphtha to North Asian markets at a time when the clean tanker market is witnessing prolonged firmness. The naphtha flow from Dangote is adding to the ton-mile demand in the clean tanker sector and this could be boosting the clean tanker market…

1
Venture capital arm of mining giant Vale hunting for sustainable mining tech 27:19

4M ago27:19

27:19

In this episode of Energy Evolution, Taylor Kuykendall interviews Bruno Arcadier, head of Vale Ventures, the venture capital arm of international mining giant Vale. Vale Ventures aims to invest in cutting-edge technologies that will revolutionize the mining industry and make it more sustainable. The mining sector plays a critical role in the energy…

1
How are crude prices reacting to a lengthening Atlantic Basin market? 13:19

4M ago13:19

13:19

As European refineries return from seasonal maintenance, ample prompt supply in the North Sea, Mediterranean and West African crude markets suggests that the demand side of the equation remains firmly in the red. Joel Hanley is joined by crude editors Sam Angell, George Delaney and Joey Daly to discuss the implications of a crude-saturated Atlantic…

1
Maintaining reliability in the face of an increasingly complex US power grid 31:05

4M ago31:05

31:05

As utilities grapple with how best to expand the US electric grid to improve reliability and support technologies like electric vehicles, they’re turning to a host of technologies like grid storage and AI that can help with planning and managing new demands. On this week’s episode, co-host Taylor Kuykendall and correspondent Camellia Moors speak wi…

1
Diesel flows shift as Brazil fuels up 16:15

4M ago16:15

16:15

Diesel imports into Brazil have risen in recent months, but remains below a recent peak seen in January as the South American country deals with new payment terms for Russian barrels. Not only that, but Russian diesel supplies have tightened following drone attacks on Russian refineries by Ukraine. Will USGC refiners return to the #1 spot in supply…

1
Why sulfur markets face an upside risk from the energy transition 17:10

4M ago17:10

17:10

Sulfur is a crucial input for the fertilizer market. But, this byproduct of the oil and gas industry is also increasingly in-demand for processing key metals needed for the energy transition, such as copper and nickel. In this episode of the Platts Future Energy podcast, sulfur and sulfuric acid market reporter Matt Hoisch is joined by sulfur and s…

1
Amid ambitious expansion plans, India's steel production may face headwinds for raw material supply 22:11

4M ago22:11

22:11

The expansion in the Indian steel manufacturing capacity comes at an opportune moment for the industry as the country has witnessed massive infrastructure projects like construction of national highways over the past few years. Now, with the general elections underway in the country and if the incumbent government comes back to power, the thrust on…

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