• 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
    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
    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
  • Why electric utilities need meteorologists
    Oct 25 2024

    As more of the world’s power grids are supplied with renewables, accurate weather forecasting has become an increasingly important asset for power utilities.

    In this episode of Energy Evolution, correspondent Camilla Naschert speaks to Malte Rieck, meteorologist at Vattenfall, about the key parameters his team is watching, how AI is becoming a sharper tool for forecasting, and how extreme weather events may change the output profile of renewables fleets in the future.

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

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    16 mins
  • How the 2024 elections could reshape US domestic energy policy
    Oct 18 2024

    For this week's episode, Energy Evolution presents an episode of the Platts Commodities Focus podcast, another show in the network of S&P Global Commodity Insights' podcasts.

    Political experts say Nov. 5 will likely become known as one of the most pivotal elections in US history. Whether Donald Trump or Kamala Harris wins the presidency, and whether Republicans or Democrats control Congress, the energy sector faces major potential shifts. There will be implications for supply chains, energy infrastructure, and the overall direction of US energy markets.

    Jasmin Melvin, senior editor and team lead for The Energy Daily, leads a discussion on what's at stake in the oil, gas, power and metals arenas with Commodity Insights reporters and analysts Zack Hale, Taylor Kuykendall, Starr Spencer and Anna Mosby. They examine the polarizing energy positions from the presidential candidates and how a potentially divided Congress could reshape energy policy.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, routinely featuring the work of Commodity Insights journalists, including regular correspondent Camilla Naschert.

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    27 mins
  • The rise, fall and potential rebirth of solar trailblazer SunPower
    Oct 11 2024

    In this episode of the Energy Evolution podcast, the focus is on the rise and fall of California solar pioneer SunPower, as well as its potential for a rebirth following a recent asset sale in its ongoing bankruptcy process.

    S&P Global Commodity Insights senior reporter Garrett Hering shares an interview with T.J. Rodgers, the former chairman of SunPower and founding CEO of Cypress Semiconductor, SunPower's former corporate parent. They delve into SunPower's history, its challenges, and the potential impact of its bankruptcy on the broader energy landscape and transition to lower-carbon energy. Rodgers, who has a long history with SunPower, shares his ambition to breathe new life into the company through the acquisition of key assets out of bankruptcy.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, routinely featuring the work of Commodity Insights journalists, including regular correspondent Camilla Naschert.

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    43 mins
  • Urban mining: Digging for value in electrification waste
    Oct 4 2024

    This episode of Energy Evolution features an interview with Corrado De Gasperis, Chairman and CEO of Comstock Inc., who explains the company's shift from a focus on precious metals mining to new business lines as well, including urban mining and recycling materials from end-of-life electrification products and solar panels. Comstock aims to commercialize decarbonization technologies while addressing the growing need for sustainable mineral sources.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.

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    24 mins
  • The (flight) path to net zero with sustainable aviation fuel
    Sep 27 2024

    As airlines look to decarbonize and governments crack down on heavy industry carbon emissions, some in the aviation industry are turning to sustainable aviation fuel (SAF).

    In this episode, correspondents Camellia Moors and Camilla Naschert speak with experts from across the SAF industry about what SAF is, how it’s being used, its potential to curb carbon emissions and the biggest challenges and opportunities in its global uptake.

    Today’s guests are Andrew Chen, principal for aviation decarbonization at RMI; Dick Benschop, board member and senior fellow at the Mission Possible Partnership; Phil Moore, global head of sustainable aviation fuel at EcoCeres; and Daniel Chereau, head of fuel at the International Air Transport Association.

    Subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show, which routinely features regular correspondents Camilla Naschert and Camellia Moors.

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    35 mins