Energy Evolution
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Energy Evolution
Interviews, analysis and reporting from S&P Global Energy on energy and commodities' transition to a cleaner future. Host Eklavya Gupte speaks with policymakers, industry professionals and S&P Global Energy in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and...
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352 epizod
How the war in Iran is accelerating Asia's energy transformation
In this episode, host Eklavya Gupte explores how the war in the Middle East has exposed Asia's deep reliance on fossil fuels while also accelerating t...
From crisis to resilience: How renewables are strengthening Europe's energy security
The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 20...
How EU's methane rules could upend global gas trade
The EU's methane emissions framework has drawn pushback from major gas producers and industry groups, warning that critical implementation details rem...
Southern Company CEO Chris Womack on AI, power demand and affordability
Chris Womack is chairman, president and CEO of Southern Company, one of the largest investor-owned, regulated utility holding companies in the US. Its...
Exploring AI applications for energy and the grid
The development of data centers, many of which are to enable the growth and widespread use of powerful AI applications, is one of the key drivers of s...
War, sanctions and climate: The forces redefining Russian energy
Russia's invasion of Ukraine has fundamentally reshaped its energy sector, with oil and gas exports diverted from Europe to Asia while soaring militar...
Former Energy Secretary Moniz discusses the Iran war, new technology and power demand
Ernest Moniz was the 13th US secretary of energy, serving from 2013 to January 2017. During his tenure he was part of the team, along with then-Secret...
Political pressure mounts on Europe's flagship carbon policy
The EU Emissions Trading System is facing its greatest test yet. European leaders and companies are sounding the alarm, warning that high carbon price...
The imperative for measuring methane emissions in the US gas industry
Measuring and reducing upstream methane emissions is critical for US gas producers, particularly as they look to export their product to markets like...
Ontario Power Generation leads the North American race to build advanced nuclear
When it comes to advanced nuclear generation, most North American power producers are in the study and development phases. But Ontario Power Generatio...
CERAWeek: War, energy security, and the redrawing of global trade flows
The closure of the Strait of Hormuz was long considered one of the energy market's great hypotheticals -- until it became a reality. In this special C...
The math behind emissions: Why carbon accounting matters now more than ever
Carbon accounting — the math of how emissions are calculated, reported and compared — is poised to move to the forefront of global trade and energy ma...
PG&E's endeavor to make electrification easier
California utility PG&E is studying the impacts of electrification to understand and prepare for a future grid with high levels of distributed energy...
Europe's battle against the shadow tanker fleet
For several years, Iran, Venezuela, and Russia have relied on a sprawling network of aging tankers—known as the shadow fleet—to keep their oil flowing...
What's holding back Europe's hydrogen ambitions?
The European Hydrogen Bank is meant to be Europe's big enabler for large-scale renewable hydrogen production, so why did the EU's second auction fail...
Big Oil's offshore wind dilemma
Offshore wind once looked like a natural play for oil majors: big offshore projects, complex engineering, and familiar operating conditions. But as co...
Power surge: The impact of energy addition on environmental commodity markets
As AI-driven electricity demand surges and companies race to decarbonize, environmental commodity markets are growing swiftly.
Host Eklavya Gupt...
Why Greenland matters: Rare earths, geography and geopolitics
Greenland has suddenly emerged as a focal point in the global competition for critical minerals and energy. This episode explores the Arctic island's...
From data centers to EVs to wind turbines: Copper's critical role in the age of electrification
In this episode, host Eklavya Gupte examines how the copper market is facing an unprecedented supply crunch driven by the accelerating pace of electri...
Science, technology, and risk management take center stage in carbon removals
The nature-based carbon removals industry is undergoing a scientific and technological transformation to restore credibility in the voluntary carbon m...
Trump's 1st year back: Fossil fuels surge, renewables recalculate
One year into his return to the White House, President Donald Trump is exerting a major impact on the US energy landscape. With policy direction shift...
Rooftop solar on edge: navigating the tax credit drop
President Donald Trump's federal budget bill, signed in July 2025, accelerated the end of the Section 25D residential clean energy tax credits in the...
Rising prices, rising capex: what's ahead for the US power sector in 2026
US power prices are climbing, pushing utilities to the forefront of a national debate over the cost of living. Demand for electricity is growing, and...
The race to rebuild the US power grid in the age of AI
In this episode of Energy Evolution, host Eklavya Gupte explores the seismic shift transforming America's electricity landscape as artificial intellig...
How weather analytics is powering modern energy trading
In this episode of Energy Evolution, host Eklavya Gupte explores how energy traders are turning to sophisticated weather analytics for a competitive e...
Breaking down the hydrogen hype
The European hydrogen industry has experienced a turbulent 2025, with project delays and cancellations dominating the headlines. But the data tells a...
Nuclear power enjoys growing interest, but can it deliver?
Nuclear power is back in vogue, with shuttered reactors being restarted, existing plants having their operating lives extended and a growing market of...
The AI-driven gas turbine renaissance
The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for po...
India's race to 500 GW of renewable power by 2030
India's energy transition story can be vividly seen through the lens of one of its most established utilities, Tata Power, which has shifted from a lo...
Explaining Germany's energy transition 'reality check'
The energy policy of Europe's largest economy, Germany, is the focus of this week's episode.
The coalition government's energy ministry recently...
Transatlantic divide: US and EU chart different energy transition paths
In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Do...
How will the EU's new carbon market affect energy costs and inflation?
In this episode of Energy Evolution, host Eklavya Gupte examines the rising concerns among EU member states about the upcoming Emissions Trading Syste...
What's driving the rush for I-RECs?
While 2025's energy headlines have focused on trade wars and geopolitical turmoil, the market for International Renewable Energy Certificates (I-RECs)...
Traders on alert: What lies ahead for European gas this winter?
Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior gas and LNG ne...
Path to net-zero gets bumpy for US, European utilities
In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity I...
US coal production is back on the rise
In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Globa...
FuelEU Maritime: A new trading opportunity in shipping
In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new ma...
Unlocking the future potential of hydrogen energy in India
As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to tak...
Talking offshore wind: Communication in a polarized world
Seen by hundreds of thousands, Swedish utility Vattenfall's expletive-laden campaign with Hollywood icon Samuel L Jackson asks the question: Offshore...
Shifting gears: Will states take the wheel on US electric vehicle policy?
In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on...