Energy Evolution

By: S&P Global Commodity Insights
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  • Summary

  • Energy Evolution is a podcast from S&P Global Commodity Insights that explores how the energy industry is changing in response to the growing call for cleaner energy. Co-hosts Dan Testa and Taylor Kuykendall, veteran S&P Global Commodity Insights journalists, spend each episode talking to leading experts from the energy, mining and finance sectors and breaking down the energy transition trends that the policymakers, traders and industry professionals need to know about. The team uses the reporting firepower and data resources of Market Intelligence. It taps into experts worldwide to tackle the climate and energy issues of the day, as well as changes on the horizon.
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Episodes
  • What the GOP sweep of the US election means for the energy transition

    What the GOP sweep of the US election means for the energy transition
    Nov 15 2024

    In the latest episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall analyze the energy transition implications of Donald Trump's return to the presidency and the Republican control of Congress.

    They discuss potential shifts in energy policy, including anticipated deregulation that may benefit traditional energy sources while slowing the momentum for renewable initiatives. Key topics include the future of the Inflation Reduction Act, the outlook for offshore wind projects, and the evolving landscape for hydrogen and nuclear energy.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications.
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    16 mins
  • X-energy CEO talks small nuclear reactors, partnership with Amazon

    X-energy CEO talks small nuclear reactors, partnership with Amazon
    Nov 8 2024

    In this episode of the S&P Global Commodity Insights Energy Evolution podcast, host Taylor Kuykendall interviews J. Clay Sell, the CEO of X-energy, a company focused on advanced small modular nuclear reactors (SMRs).

    X-energy is pioneering a new generation of nuclear technology that promises safer, more economical, and more efficient power generation. The episode follows the announcement of a recent $500 million Series C financing round led by Amazon. The two companies aim to develop over 5 GW of SMR power projects across the U.S. by 2039. The discussion covers the potential of SMRs, the importance of government support and the challenges of deploying this technology.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications.
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    24 mins
  • US coal plants are fading, but miners still see a future for the black rock

    US coal plants are fading, but miners still see a future for the black rock
    Nov 1 2024

    In this episode of Energy Evolution, host Taylor Kuykendall engages with CEOs Jimmy Brock of CONSOL Energy and Randall Atkins of Ramaco Resources to discuss the evolving role of coal in the energy landscape.

    Although coal's share of US electricity generation has declined significantly, both executives argue that coal remains vital, particularly in steel production. They explore coal's diversification into new markets, including rare earth elements and advanced carbon products, while also discussing the future of carbon capture technologies.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications.
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    38 mins

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