Energy Evolution

S&P Global Commodity Insights reporters dove into the net-zero goals of companies in the energy, mining, technology and communications, insurance and banking sectors. Several journalists who worked on the project joined us for this episode to discuss what they discovered. The first article in the series is available here: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/path-to-net-zero-as-regulators-step-in-push-for-climate-disclosure-intensifies-70485484 Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Energy storage is a crucial piece of technology for advancing the energy transition. Andrew Tang, vice president of energy storage and optimization with Wärtsilä, joins Energy Evolution to talk about how batteries can overcome intermittency — the "Achilles heel" of renewable energy sources. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

As the US ethanol industry pursues carbon capture and sequestration projects, producers are looking at the effects of lower carbon intensities in markets with low carbon fuel standards and in future industries like sustainable aviation fuel produced from ethanol. The voluntary carbon credit market for technology-based carbon capture could also attract interest given high prices but hurdles could keep ethanol producers focused on regulated markets. S&P Global Commodity Insights' Americas biofuels manager Josh Pedrick talks through the evolving CCS interest in US ethanol with low-carbon lead Arsalan Syed and biofuel analytics manager Corey Lavinsky. This Future Energy podcast was produced by Felix Fernandez in London.

China's "zero-COVID" strategy saw the country entering multiple provincial lockdowns. While this has hit electric vehicle production, the impact on battery materials production has been limited. Prices of battery metals, especially lithium, have fallen for the first time in 18 months. What implications do such events have on an already stressed supply chain, EV production costs and overall EV adoption? S&P Global Commodity Insights' Henrique Ribeiro discusses these issues with pricing specialist Leah Chen and analyst Lucy Tang. Related feature: COVID-19 outbreak in China dents battery metals demand

Russia's invasion of Ukraine has major consequences for the energy transition in Europe, from cutting reliance on Russian gas to accelerating renewable deployment to extending the lives of coal and nuclear plants. Joining us to discuss these issues are Kristian Ruby, secretary general of Eurelectric, the trade group for European utilities; Roman Kramarchuk, head of future energy analytics at S&P Global Commodity Insights; and Florian Widdel of BEE, the German renewable energy federation. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

When Putin invaded Ukraine in February, the industry wondered whether it would set back Europe's ambition to develop a low-carbon hydrogen market. Already, we have seen quite the opposite. The EU, member states and other countries are doubling down on clean energy commitments, with hydrogen at their heart. S&P Global Commodity Insights' James Burgess discusses recent developments with pricing specialist Jeff McDonald and analyst Matthew Hodgkinson. Learn more about our Hydrogen Markets Europe Conference in Amsterdam this September on: https://plattsinfo.spglobal.com/HydrogenMarketsEurope2022.html Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Methane is everywhere, but it poses a particular problem in natural gas production. Head of Low Carbon Commodities Deb Ryan is joined by Emmanuel Corral and Paula VanLaningham to discuss the unique problems posed by methane emissions in the fight against climate change, and S&P Global Commodity Insights' new Methane Intensity assessments. Using a top-down approach to measuring methane intensity through satellite data and the pricing transparency generated by the Methane Performance Certificate market, Commodity Insights has brought new transparency to the cost of methane emissions generated through natural gas production.

In this episode, Taylor talks with Aaron Berndt, head of energy industry partnerships at Google, who works with utilities to distribute the Nest home automation system, which can conserve energy by controlling thermostats, smart light bulbs and more. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Global demand for lithium and other materials used in electric vehicle batteries, consumer electronics and myriad other applications is rapidly increasing. And as demand for those commodities grows, so do prices. An orderly energy transition from fossil fuels to cleaner energy resources will require a steadily rising supply of critical metals to keep pace with demand and keep prices at affordable levels. S&P Global Commodity Insights writers Jared Anderson and Nick Lazzaro speak with EnergyX CEO Teague Egan about the tech company's plans to increase lithium supplies with an innovative extraction technology that could also be used to increase lithium-ion battery performance. They also sit down with S&P Global low carbon transportation analyst David Capati to discuss supply, demand and pricing dynamics unfolding within these metals markets. This Future Energy podcast was produced by Jennifer Pedrick in Houston.

Heliene President Martin Pochtaruk told the Energy Evolution podcast that financing continues to be a challenge for solar manufacturers in the U.S. and Canada as supply chain bottlenecks impact global suppliers. Heliene manufactures solar photovoltaic modules at its U.S. and Canadian facilities. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Asia's carbon markets are on a trajectory of rapid growth as demand for carbon offsets rises and regional governments work towards net-zero commitments. While turmoil in global energy markets has temporarily shifted attention to energy security, commodity trading hubs like Singapore are pushing ahead with plans to become a carbon trading powerhouse. Eric Yep and Roman Kramarchuk of S&P Global Commodity Insights discuss with Mikkel Larsen, CEO of Climate Impact X, a Singapore-based carbon exchange, on what lies ahead for Asia's carbon markets.

Energy Evolution sat down with several women with careers focused on the energy transition and sustainability for an episode celebrating Women's History Month. Guests include Enel Green Power's Maggie Teliska and Israa Ismail, Agoro Carbon Alliance's Anastasia Pavlovic and Giulia Sartori, and Angie Slaughter with Anheuser Busch. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Battery metal prices have been escalating, placing price pressure on battery pack costs and overall EV adoption. Furthermore, buying practices and the make up of long term contracts have experienced radical changes in the past 18 months, including the adoption of indexation mechanisms. In this episode of the Platts Future Energy podcast, S&P Global Commodity Insights pricing specialists Scott Yarham, Henrique Ribeiro and Michael Greenfield explore the lithium and cobalt markets, with both exhibiting their own unique dynamics and signs of breaking from traditional practices. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Hydrogen's role in decarbonization is under the microscope as developers aim for large-scale global deployment of technologies like fuel cells. For this episode, we spoke with Plug Power CEO Andy Marsh about the fuel's widespread appeal. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

What happens after a clean energy startup achieves a major technological or scientific breakthrough? To survive and scale up as a clean energy business you need the right mix of funding, timing, strategy and many other variables. For this episode we talk to Tim Latimer, CEO of geothermal developer Fervo Energy, and Eric Dresselhuys, CEO of long-duration battery storage producer ESS, about their experiences launching businesses. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The addition of nuclear and natural gas to the EU's sustainable finance taxonomy provoked a furious response from dissenting quarters. S&P Global Platts analysts detail the proposals, discuss their likely significance and crucially, look at future gas and nuclear investments through the prism of today's highly unstable markets. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

For the first time in over a decade, battery pack costs started to increase —even in the low cost segment. Battery packs are the main cost component in an electric vehicle (EV), meaning that this uptrend should either squeeze manufacturers' margins or lead to higher EV price tags. Henrique Ribeiro (S&P Global Platts) and Alice Yu (S&P Global Market Intelligence) discuss how surging battery metals prices, particularly lithium, are playing a key role in the recent battery market developments. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Seven guests from across a wide swath of energy organizations join Energy Evolution to talk about the issues likely to affect the transition to cleaner energy in 2022. Guests are Sheila Hollis of the U.S. Energy Association; John DiStasio of the Large Public Power Council; Julia Hamm of the Smart Electric Power Alliance; Maria Korsnick, of the Nuclear Energy Institute; Arshad Mansoor of the Electric Power Research Institute; Jim Matheson of the National Rural Electric Cooperative Association and Greg Wetstone from the American Council on Renewable Energy. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

National Grid USA President Badar Khan said he is optimistic about global climate action in 2022, but also outlined several challenges ahead in a recent interview for the latest episode of S&P Global Market Intelligence's Energy Evolution podcast. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

From hydrogen and wind power to COP26 and severe weather events that tested the grid, 2021 was a year of major advancements and challenges for the energy transition. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The growth in renewable generation is the central plank in meeting Europe's 2050 carbon net-zero targets, but as more wind and solar assets come on line and as more are exposed to merchant prices, the price cannibalization risk for these assets increases. In the latest episode of the Platts Future Energy podcast, our experts take a closer look at both Platts Historical Renewable Capture price index and Platts Analytics' new European wind and solar capture price forecasts. They discuss how these innovations will track the level of price cannibalization as it evolves in Europe's largest power markets and what the outlook is for the relative profitability of merchant renewables in the coming years. S&P Global Platts Renewable Capture Price indices provide the market with an independent and transparent view on how merchant renewable revenues are changing through time as the energy transition accelerates and wind and solar plants make up a greater share of the generation mix.

In addition to powering electric vehicles, batteries will play an essential role in the energy transition story by optimizing intermittent clean energy sources such as wind and solar. But what happens to batteries in their end-of-life? Although it can still be optimized, battery recycling technology already exists; but despite its potential to alleviate battery metals' tightness in the future, can it really replace lithium, cobalt and nickel mining?

As world leaders gathered for global climate talks in Glasgow, former U.S. Department of Energy Secretary Ernest Moniz joined Market Intelligence Live for an online video chat about climate solutions and decarbonization innovation. This episode features the audio recording of the discussion between Moniz and Energy Evolution co-host Taylor Kuykendall. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Hydrogen has received extraordinary policy support over the past year, with nations worldwide racing to publish national hydrogen strategies. These roadmaps provide a decade-long pathway to developing wide-scale utilization of low-carbon hydrogen as a means to achieving deep decarbonization in otherwise problematic sectors. In this episode of the S&P Global Platts Future Energy podcast, our experts discuss the hurdles hydrogen still faces on the path towards a future fuel.

World leaders are gathering for global climate talks in Glasgow. For this episode, we talked to several climate experts from the U.S. and abroad who are familiar with past negotiations including Kelly Sims Gallagher, Carol Browner, Helen Mountford, Rachel Kyte, Thom Woodroofe, and Amal-Lee Amin. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Recycled plastics has become a hot topic recently with soaring demand driven by legislation, corporate commitments and increasing consumer awareness across the globe. There are raising questions on how the current recycling mechanisms could cope with such rapid-changing market dynamics to drive the sustainable growth of recycled plastics industry. Which option is better – mechanically or chemically recycled plastics? In the latest Platts Future Energy podcast, our experts take a closer look at both plastics recycling mechanisms, how they work, and what what role they play in the industry at large.

The landmark Paris Agreement was agreed back in 2015 with 29 different Articles. Almost all have been fleshed out, agreed upon and finalized - but Article 6 has not – given ongoing debates. And this Article's text will prove critical to how international voluntary carbon markets develop going forward – with these markets seeing unprecedented growth and interest as corporates take steps to address their carbon footprints.

Piedmont Lithium President and CEO Keith Phillips sat down with the show to talk about the North Carolina-based company's efforts to tap into lithium supplies. Demand for the battery material is rapidly increasing as a critical component of electric vehicles. Check out S&P Global's recent dive into the growing electric vehicle sector here. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

With construction set to begin on the 800-MW Vineyard Offshore Wind farm, the U.S. is on the cusp of a massive buildout of offshore wind generation along the Atlantic Coast. But challenges loom, from an arduous permitting process to grid interconnection to financing. In this episode the team talks to Ørsted COO Troy Patton, Dominion Energy's Mark Mitchell, Wells Fargo tax equity banker Samantha Buechner, Lesley Jantarasami of the Bipartisan Policy Center and Christy Guthman of GE Renewable Energy. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

As London International Shipping Week 2021 begins, Platts Analytics discuss the major shipping fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In the final episode of the series, Platts Analytics reviews our outlooks of top line shipping demand by category - while laying out different expectations around turnover of the fleet – and the technologies, fuels and adaptations in play.

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast miniseries looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode five, Platts energy transition reporters look at the practical and economic complexities of using ammonia or hydrogen to power the fleet.

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast miniseries looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode four, we look at whether those caps can be met with existing fuels or with innovative vessel optimization technologies.

Richard Glick, chairman of the Federal Energy Regulatory Commission, joins Energy Evolution to discuss what it will take deliver more clean energy to U.S. consumers. FERC recently began a push to address obstacles that are holding up the development of electric transmission in a bid to connect more consumers to less emissions-intensive energy and avert the worst impacts of a changing climate. Glick said he is confident that the U.S. can drastically increase its electric transmission capacity by mid-century to meet that goal. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast miniseries looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode three, we look at methanol – a cleaner-burning hydrocarbon that is proving popular amongst shipowners.

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast series looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode two, we look at biofuels – a diverse energy source derived from vegetable oils and waste matter, rather than from traditional hydrocarbons.

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast series looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode one, we start with one of the frontrunners: LNG.

Natural gas producers are partnering with data companies to reduce emissions amid growing pressure to decarbonize supplies. This episode features interviews with Chris Romer, the co-founder and CEO of Project Canary, and Andrew Baxter, the Environmental Defense Fund's director of energy strategy. The team also spoke with Andrew Logan, senior director for oil and gas at nonprofit investor network Ceres. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Total renewables penetration targets in Europe require a "common currency" which provides a reliable price signal against which the cost of different technologies and renewable paths can be assessed. Guarantees of Origin certificates could become this common currency, incentivising the use of renewable sources as part of corporate fuel mix disclosures, and promoting a net-zero culture. In this Platts Future Energy Podcast episode, Glenn Rickson, Head of European Power Analytics, is joined by Energy Transition experts in the Platts Pricing team to discuss the scope of the Guarantees of Origin markets.

Electric vehicles have been trending as the primary choice to decarbonize the transportation sector worldwide. Although some could expect the EV revolution to disrupt all current technologies, existing biofuels can keep playing a key role where they are available. In this podcast, Brazil is discussed as an example of where transitioning to EVs is not as urgent as in other countries since the wide adoption of ethanol is already yielding significant reductions in emissions at a competitive cost.

The move from fossil fuels to cleaner energy sources can have a big impact on the communities that once depended on those industries. Our guest for this episode is Brian Anderson, director of the National Energy Technology Laboratory. He was recently tasked with leading the Biden administration's Interagency Working Group on Coal and Power Plant Communities and Economic Revitalization. In this role, he aims to identify and ameliorate the economic and social problems encountered by communities reliant on fossil fuel extraction, as those fuels account for a smaller proportion of energy production. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Today we are looking at how the energy transition to lower emissions and cleaner fuels will affect natural gas. Editors from S&P Global Platts and Market Intelligence discuss the findings of their recent series of stories looking the natural gas sector in the era of Energy Transition. From the burner tip back to the wellhead, natural gas interests will find that changes ahead bring risk and opportunity.

Voluntary carbon markets have seen significant growth in recent years and are expected to surge in the years ahead. But they have traditionally been seen as opaque, complex and niche. That is rapidly changing as a large range of companies start to engage with them. In the latest Platts Future Energy podcast, Jonty Rushforth is joined by Paula Vanlaningham and Jeff Berman to discuss the 'beauty' of carbon credit markets.

U.S. utilities are responding to growing demand for electric vehicles by forming new coalitions to build charging infrastructure for their consumers. Energy Evolution spoke with two leaders in the utility space to better understand the trend. This episode features interviews with Badar Khan, the U.S. President of National Grid and Matthew Forck, the vice president of community economic development and energy solutions for Ameren Missouri. The team also spoke with Kara Kockelman, a professor of transportation engineering at the University of Texas Austin and Amanda O'Toole, a specialist in clean economy investing and portfolio manager for AXA Investment Managers. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Evolving choices around EV battery composition have altered price dynamics in the lithium market, with the two main forms, hydroxide and carbonate, now moving independently to each other, reflecting different use cases and trading patterns. LFP was considered by many industry participants to be a lower priority in the upcoming EV boom. This started to change with the gradual removal of Chinese EV subsidies, which lowered the incentives for local automakers to target only long-range EVs and increased the pressure to reduce costs. Moreover, improvements on the pack design, through the cell-to-pack approach, allowed a bigger portion of the battery pack to be filled with cells which significantly increased energy density. In the latest S&P Global Platts Future Energy Podcast, Platts Pricing Director of Metals Scott Yarham speaks to Tianqi Lithium's Sales Director Ron Mitchell and Platts Pricing Specialist Henrique Ribeiro to unpack these new trading patterns and what is emerging in the market.

China has laid out some lofty goals for its climate action. In September 2020, it pledged that it would peak its carbon dioxide emissions before 2030 and hit carbon neutrality before 2060. This was followed in December 2020 by an announcement to enhance its nationally determined contributions under the Paris Agreement for 2030, including increasing the share of non-fossil fuels in primary energy consumption to around 25%. Earlier this year, it issued rules for its emissions trading scheme for the power sector and carbon trading is expected to begin in late 2021. How realistic are these goals? How can China's climate policy align with its economic and social goals? And what is the role for fossil fuels in a carbon neutral China? These questions are more are addressed on this episode of Future Energy Podcasts, with S&P Global Platts Editorial Team Lead for LNG and Energy Transition Eric Yep, Platts Analytics Lead for Global Coal Matthew Boyle, Platts Senior Writer Oceana Zhou, and Dr. Philip Andrews-Speed, senior principal fellow at the National University of Singapore's Energy Studies Institute Dr. Andrews-Speed has 38 years of experience in the field of energy and resources, and his current research focuses on the low carbon energy transition in China and Southeast Asia as well as on the governance of nuclear energy. He is the author of the book China As A Global Clean Energy Champion, which looks at the institutions of governance that are shaping the trajectory of China's low carbon energy transition. Get access to the Annual Guidebook mentioned on this podcast: Platts Future Energy Outlooks

Electric vehicle demand is expected to skyrocket worldwide and that could require a lot more minerals than currently being supplied today for the necessary batteries. S&P Global Market Intelligence expects sales of passenger plug-in electric vehicles to increase from just over three million units in 2020 to over 11 million units by 2025. Meanwhile, the International Energy Agency recently suggested that government action will be needed to ensure adequate supplies exist of nickel, cobalt and rare earth elements given the "looming mismatch" between expected demand and planned investments in supply. This episode features interviews with Nikit Abyankar, a scientist at the Lawrence Berkeley National Laboratory and David Wooley the executive director of the Center for Environmental Public Policy at the University of California, Berkeley. The team also spoke with S&P Global Market Intelligence metals analysts Jason Sappor and Alice Yu, and Payal Sampat, the mining program director at Earthworks. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The UK's hydrogen production landscape is littered with big natural gas-based CCS projects – why is this, and what does it say about renewable hydrogen's immediate prospects? S&P Global Platts Zane McDonald, Jeff McDonald and Henry Edwardes-Evans discuss projects, prices and policies with a little help from Ryse Hydrogen's Jo Bamford.

The world is moving closer to mining the deep sea to accommodate surging demand for battery metals needed in the global energy transition, but opposition to the practice is also mounting. After years of review, the International Seabed Authority, or ISA, is nearing completion of regulations that would allow entities to begin collecting lumps of metal from the deep ocean. While some tout the process as a greener alternative to terrestrial mining, several ocean scientists and environmental groups are urging caution. This episode features interviews with: Douglas McCauley, a professor of ocean science at the University of California, Santa Barbara; Matthew Gianni, co-founder of the Deep Sea Conservation Coalition; DeepGreen Metals Inc. CEO Gerard Barron; and Jeffrey Drazen, a professor at the University of Hawai'i at Manoa. Energy Evolution co-hosts Dan Testa, Allison Good and Taylor Kuykendall are veteran journalists with broad expertise covering the utility, oil and gas and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

The recent plans announced by China's Tsingshan to convert nickel pig iron (unsuitable for batteries) into nickel matte (an intermediate for the production of battery-grade nickel sulfate) has shaken the market, causing nickel prices to pull the brakes on its bull run. The price uptrend was driven by the widespread belief that nickel demand for batteries would boom shortly, while supply of battery-grade material would not increase at the same pace. Tsingshan's plans, however, could completely change the supply-demand landscape for battery-grade nickel, but not without a significant environmental cost that automakers might have to assimilate. In this Platts Future Energy podcast Henrique Ribeiro discusses these developments with independent nickel specialist Lyle Trytten, Platts clean energy senior analyst Michael Mccafferty, and Platts metals pricing director Scott Yarham.

In the latest S&P Global Platts Future Energy Podcast, Roman Kramarchuk, Head of Future Energy Outlooks, is joined by Dan Klein, Head of Future Energy Pathways, to talk about the main takeaways of Platts Future Energy Outlooks Annual Guidebook, a comprehensive study that includes Platts oil, gas, and overall energy reference cases, along with long-term outlooks for global crude, regional crude and product markets, and regional natural gas markets. Discussion includes analysis around scenarios with emission levels consistent with limiting global warming to 2 degrees.