In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself.

They look at ammonia's pivotal role as both a key ingredient in nitrogen fertilizer production and a potential game-changer for clean energy storage and transport.

Hoisch also discusses how the emerging low-carbon ammonia market could nearly double demand for ammonia by 2050, positioning itself as a viable next-generation fuel.

Links:
Ammonia CFR Northwest Europe $/mt AMMOC00
Ammonia CFR West Coast India ACWCI00
Granular urea FOB Algeria GLUAD00
Ammonia FOB US Gulf AFUSG00

In this episode of Energy Evolution, host Taylor Kuykendall speaks with Gerard Barron, CEO of The Metals Co. Barron and his company are looking to mine the ocean floor for metals like cobalt, nickel, and rare earth elements as demand for the materials surges due to the rise of renewable energy technologies and electric vehicles.

Barron discusses the potential of polymetallic nodules found in the depths of the Pacific Ocean, the technology used to mine the ocean and the environmental implications of mining in such delicate ecosystems. The conversation also touches on recent developments in US policy supporting mineral independence and the challenges ahead as the Metals Co. seeks to transition from exploration to commercial recovery.

The global energy transition was already facing headwinds even as trade tensions and geopolitical uncertainty escalated. Supply chain disruptions, elevated interest rates, and persistent inflation have created additional hurdles for renewable projects. But could rising resource nationalism paradoxically accelerate the transition by spurring countries to prioritize domestic renewable energy development?

In this episode, host Eklavya Gupte and Commodity Insights journalist James Burgess explore this complex dynamic with two guests who offer different perspectives.

• Dan Klein, head of future energy pathways at Commodity Insights, explains how nations are recalibrating their energy strategies to balance security concerns with decarbonization goals in an increasingly volatile geopolitical environment.
• Ben Hoff, Societe Generale’s global head of commodity research, argues that the momentum behind the energy transition is unstoppable, and that protectionist measures could nurture domestic renewables sectors despite short-term disruptions.

Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

In this episode of the Energy Evolution podcast we delve into the emerging field of carbon removal technologies and their role in the fight against climate change.

The discussion highlights various methods, including both technology-based solutions like direct ocean capture and nature-based approaches such as reforestation. Our guests on this week's episode are Jan-Willem Bode, President, Puro.earth, and Steve Oldham, CEO, Captura. Captura is a start-up company focused on capturing carbon dioxide directly from seawater. Puro.Earth is a carbon removal registry focused on removal credits. It created the Puro Standard, which is the world's first carbon standard for engineered carbon removals.

Host Eklavya Gupte asks Oldham and Bode about the economic viability and market dynamics of carbon removal credits and addressing skepticism surrounding their effectiveness and cost. The episode also explores the importance of transparency and quality in the carbon credit market, especially as demand grows from both tech companies and compliance markets.

Clean energy buyers are facing new challenges and opportunities in the face of a shift in US politics and rising demand for electricity to power energy-hungry data centers.

Rich Powell, CEO of the Clean Energy Buyers Association, joins Energy Evolution to talk about how his organization, representing over $15 trillion in market cap and contracts for 84 gigawatts of new clean energy, is tackling the complexities of changing energy policy, the potential repercussions of tax incentive changes, and the innovative technologies that could shape the future of our energy landscape. Powell also shares his insights on the relationship between economic growth and carbon emissions-free electricity and the importance of permitting reform.

A blackout of historic proportions on the Iberian peninsula April 28 has sparked a debate on responsibility and prevention, while the investigation into the causes is ongoing.

One undeniable conclusion is that investments in grids are becoming more important, S&P Global Commodity Insights analysts Kerry Thacker-Smith and Alexandre Mace explain on this episode of Energy Evolution.

Albéric Mongrenier, executive director of think tank European Initiative for Energy Security, argues that grids have become a key frontier in Europe's push for more independence and security.

This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are reforming Chinese energy markets.

Host Eklavya Gupte speaks with Ivy Yin, energy transition market specialist at S&P Global Commodity Insights, who explains how China is shifting toward a more inward-looking energy strategy by boosting domestic gas production to reduce LNG import dependency.
She also talks about how Chinese cleantech manufacturers are refocusing their efforts on the domestic market amid trade uncertainties.

We also interview Commodity Insights principal analyst Eric Yep, who shares his insights on how the trade duel with the US is affecting China's oil and gas imports, highlighting the role of US LNG as a possible bargaining chip in future negotiations.

Adding a legal perspective, Henry Gao, a professor of law at Singapore Management University, discusses China's multifaceted trade diplomacy in an increasingly fragmented geopolitical landscape.

Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

In the latest episode of Energy Evolution, host Eklavya Gupte speaks with Daniel Klier, CEO of South Pole, a key player in the carbon markets.

As the industry grapples with a credibility crisis, Klier shares insights on the various initiatives the voluntary carbon market is undertaking to restore trust and foster a more resilient and robust ecosystem.

He also discusses how South Pole has adapted its strategy to place a greater emphasis on compliance markets and Article 6 of the Paris Agreement, alongside a significant overhaul of its senior leadership team.

Klier elaborates on the company's vision for leading the next phase of carbon market evolution and mobilizing substantial investments for climate action.

Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.