EnergyCents

Europe's Carbon Border Adjustment Mechanism (CBAM) now requires its trade partners to declare the carbon content associated with production of imported goods including iron, steel, aluminum, cement, fertilizer, hydrogen, and electricity. Trade partners will be asked in 2026 to buy CBAM certificates for these specified goods to access European markets. S&P Global Expert Coralie Laurencin joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss CBAM's recently begun transitional period and how policy makers expect it to support decarbonization ambition and increase the competitiveness of European industry. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

itselectric, a Brooklyn-based electric vehicle (EV) curbside charging company, partners with municipalities and property owners to install, operate, and maintain public chargers on sidewalk curbs. The Level-2 charging ports use spare electrical supply from nearby buildings via a revenue share with property owners and allow EV-drivers to recharge their vehicles without the hassles of locating off-street parking, garages, or out-of-the way charging stations. Tiya Gordon, itselectric co-founder and COO, joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss itselectric's business model and how the company is working behind-the-meter to accelerate zero-emission vehicle adoption in cities. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

The California Air Resources Board (CARB) pioneered much of North America's emissions-reduction policies and is now in the process of updating its regulations as net-zero deadlines near. S&P Global experts Erin Tully and Matt Williams join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss California's Low Carbon Fuel Standard (LCFS) and Cap-and-Trade Program and how these initiatives may evolve as the state makes progress toward its goal of net-zero emissions by 2045. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

New Zealand announced on August 26, 2024, that it will reverse its 2018 ban on offshore oil and gas exploration before the start of 2025. S&P Global Expert Joe Keith joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss background behind New Zealand's exploration ban and how domestic demand for natural gas influenced a campaign for its reversal. Note: this podcast was recorded on August 7, 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Metals are increasingly a part of the global energy story as low-carbon technologies compete with fossil fuels for market share. Energy planners are therefore paying renewed attention to, and often investing in, the metals and mining sector. S&P Global Expert Nick Trickett joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how clean-electron ambition is stimulating interest in global metals and how China has become a major player in the sector. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Production from shale has always been driven by those wells drilled in core acreage. While core inventory depletes each year, each well's recovery rate is low enough that production growth remains possible with improvements in technology. S&P Global Expert Prescott Roach joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the potential for refracs in North America's mature shale plays and why industry is optimistic about incremental oil and gas volumes from already-drilled wells. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Low-cost manufacturing of solar technologies has enabled one of the fastest growth trajectories of global low-carbon energy supply. The pace of growth, led by China, has led to both a glut in supply and protectionist measures from other countries looking to develop solar capabilities of their own. S&P Global expert Cormac Gilligan joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the success of solar in decarbonizing electricity markets and share perspective on what the future may hold for the fast-growing sector. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Diversified Energy owns and operates onshore natural gas wells in the United States and has built itself by acquiring the long-lived, non-core assets of other operators. The company prides itself on ensuring consistent free cash flows from operations; reducing its portfolio's scope 1 methane emissions; and retiring end-of-life wells through its Next LVL Energy affiliate. Diversified Energy Senior Vice President of Investor Relations & Corporate Communications Doug Kris joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how Diversified's core competencies acquiring, managing, and retiring mature upstream assets enable the company to deliver shareholder value and meet, or exceed, sustainability goals. Learn more about Diversified Energy at: https://www.div.energy/about-us/ Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

The Atlantic Margin, the play between the west coast of Africa and the east coast of South America, is increasingly under the upstream spotlight. With high E&P potential in countries like Guyana, Suriname and Namibia, many major oil and gas players are keen to explore and invest. S&P Global experts Ford Tanner and Ida Hockerfelt join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the potential in the Atlantic Margin, as well as the responses from governments in the region towards foreign investment. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Inspiration Mobility is the world's first electric vehicle Fleet Management Company, or eFMC. The self-described "electrification accelerator" is backed by investment from Macquarie, Arclight Capital, and Ferrovial and offers solutions that include fleet management, charging-as-a-service (CaaS), and electrification finance. Inspiration Mobility CEO Josh Green joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss Inspiration Mobility's business model and describe how the company is navigating opportunity within the transforming energy and transportation sectors. Learn more about Inspiration Mobility at: https://inspirationmobility.com/ Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Renewable natural gas (RNG) has been one of the fastest low-carbon fuels to reach commerciality in the United States because of its ability to leverage traditional gas infrastructure. RNG has also benefited from recent innovation in compressed natural gas (CNG) engines used in heavy duty trucking. S&P Global experts Tom DiChristopher and Greg Genette joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss RNG's success as a drop-in fuel and how technological innovation and supportive policy are helping to decarbonize commercial transportation. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

The future of global oil and gas exploration has been widely discussed recently, with the number of discoveries year on year for the past decade gradually declining. But with growing energy demands in emerging markets, a call to end 'energy poverty' and efforts to ensure energy security, exploration to boost companies' portfolios remains ever important. On this week's episode, Hill Vaden and Sam Humphreys talk to S&P Global International Upstream VP Michael Wynn about the current upstream climate, and the driving factors behind continued exploration and why operators are reaching out to deep water 'frontier' regions. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Brazil ranks among the world's top 10 oil producers due largely to success in deepwater exploration and production. Much of the country's oil production has high percentages of associated carbon dioxide and methane that are reinjected into producing reservoirs to improve recoveries and limit emissions. S&P Global Commodity Insights Brazilian Upstream Experts Chris Kennett and Susana Santos joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Brazil's prolific offshore oil sector and how its use of CO2 advantages the carbon intensity of its barrels. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Operating an internal combustion engine (ICE) vehicle traditionally accounts for about 75% of a car's full lifecycle emissions. That percentage breakdown changes with the adoption of battery electric vehicles (BEV), which have zero tailpipe emissions. S&P Global Mobility expert Xi Wang joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the lifecycle emissions of automobile supply chains and flag how automakers plan to manage the CO2 footprint of their operations as they shift to electric vehicles. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Titans of industry have long embraced the concept that what gets measured gets managed. Reaching consensus on measurable items like benchmarks, milestones, and definitions of success can be some of the most challenging parts of any multi-stakeholder plan. S&P Global Commodity Insights' Simon Thorne joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the importance of carbon accounting to decarbonizing the global economy and how challenging it can be to find consensus when every business sector and host government begins its journey from a different starting point. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Links: Report: The GHG intensity of North Sea production in 2022

Heat pump sales jumped 36% in the Netherlands in 2023, thanks to government incentives promoting the decarbonization of residential construction. S&P Commodity Insights experts Alexandre Mace and Francesco d'Aveck join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rationale behind government planners' heat-pump promotion and consider what learnings the Dutch case study offers for other countries. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Direct Air Capture technology, or DAC, is garnering increased attention as project developers raise funds with ambitions of deployment at commercial scale. S&P Commodity Insights' Experts Paola Perez Peña and James Gutman join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the potential role of DAC technology in decarbonizing hard-to-abate sectors and describe some of the business models being explored by both energy incumbents and investor-backed start-ups. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en SPGCI Clean Energy Technology Webinar: https://events.spglobal.com/event/afb7ba0b-6149-48db-9d6d-9bcb9347bd19/summary

As electric vehicles increase their market share, so increases the transportation sector's reliance on metals supply and downstream smelting capacity. How does this supply chain compare to that of traditional oil markets? S&P Commodity Insights' Experts Stephen Jew and Mark Ferguson, focused respectively on liquids and metals, join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare the global oil refining complex with metals smelting and consider the challenges of long-lead times and not-in-my-backyard resistance when adding capacity to either sector. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Many governments are working to stimulate investments in clean hydrogen supply and/or demand, and trying to balance what can be competing priorities of support for climate and industrial lobbies. S&P Commodity Insights hydrogen and low-carbon fuels expert Brian Murphy joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the implications of recent hydrogen-directed policy in the United States and Asia, and how business models are responding to the uncertainties of evolving subsidies. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Artificial intelligence (AI) is most commonly associated with the Silicon Valley and tech-sector giants. However, the energy sector is actively investing in and pioneering its own applications of AI to projects and processes. Dan Bennett, S&P Global Commodity Insights' head of technology and data, and Judson Jacobs, CI's executive director of energy technology and innovation, join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the opportunities to apply artificial intelligence to a transforming energy sector and identify the types of companies leading investment in the area. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Global LNG consumption is set to grow by about 2.5% per year from now until 2050. This growth occurs as global gas demand, inclusive of LNG, stays more or less flat. Madeline Jowdy joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss LNG's continued global growth prospects and consider the geographies and projects within the value chain to watch most closely. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Electricity consumption in the world's developing economies is generally less than about 2,500 kwh per capita, compared to about 10,000 kwh per capita in the more developed world. Consumption, as well as expectations of reliability, will increase as these economies grow. Silvia Macri and Allen Wang join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the competing priorities that influence electricity investment in emerging markets and draw specific attention to economies in Africa and Southeast Asia. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Power-hungry datacenters require access to reliable electricity to meet the increasingly digital needs of modern society. As society processes more data, more datacenters are being built, and more electricity is needed. Dan Thompson and Adam Wilson join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the impact of datacenters on the US power market, and how grid operators are responding to calls for load growth after more than a decade of flat demand. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are watching to see if India will have a similar impact on energy markets in the coming years. Rashika Gupta and Karim Fawaz join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare China and India's energy-demand profiles and explain why we should not expect India to impact global energy markets in the coming decades the same way China did in the past. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

The global refining sector is approaching the end of its Golden Age as motor-fuel demand wanes in the developed world and large new-build projects in Nigeria and Mexico threaten Atlantic Basin margins. Hedi Grati joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss a global refining industry in flux and how the sector will adapt to changes in demand, feedstocks, and competition. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Americans love pick-up trucks, and the original equipment manufacturers (OEMs) that make them rely on their relatively high profit margins to fuel earnings. Darragh Punch joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss North America's love affair with pick-up trucks and why electrifying them could be so important to mass EV adoption in the United States. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Singapore, which relies on natural gas to fire nearly all of its power generation, has plans to increase to about 30% the share of renewables in its electricity mix by 2035. The island city-state lacks available landmass for large-scale solar and wind installations and intends to rely on neighboring countries to generate renewable power and export it to Singapore via undersea cables. Vince Heo and Hui Min Foong join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Singapore's Low-Carbon Import Project and consider some of the plan's technical, commercial, and political challenges. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

This week on EnergyCents, emissions expert Deb Ryan joins Hill Vaden and Sam Humphreys to talk about the implications of emissions mitigation across the business landscape, from investment in decarbonization technology and what projects are on the horizon. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Geologic and political borders are not always the same. Can Guyana's success as an oil province extend to next-door Suriname? Siddhartha Sen and Isaac Nuti join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss offshore exploration activity in Suriname, and consider which projects may have the highest likelihood of extending Guyana's commercial success. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Led most recently by Guyana, and Brazil before it, Latin America has been a remarkable success story for global oil exploration over the last 25 years. Flavio Fernandez and Jaka Hardiwinangun join EnergyCents with hosts Hill Vaden and Sam Humphreys to review Latin American exploration activity in 2023, and highlight the region's high impact wells to watch in 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

As measured by discovered volumes, Africa finished one of its worst exploration years on record in 2023. However, two of the wells being drilled in December – both in Namibia – came in successful in January 2024 and signal an auspicious start to the new year. Justin Cochrane returns to EnergyCents with hosts Hill Vaden and Sam Humphreys to review African exploration activity in 2023, and highlight the continent's high impact wells to watch in 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Sales of electric vehicles continued to rise in the United States in 2023, though the rate of adoption has been slower than many planners envisioned. Devin Lindsay joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the status of EV adoption in the US after a bumpy 2023, and flag trends to watch in 2024 as automakers transition their fleets away from internal combustion engines. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Led by the Americas, supply growth from non-OPEC countries fully met the growth in global oil demand in 2023. This balance, along with wars in the Middle East and Ukraine, U.S. elections in November, and changing shipping patterns weigh on the minds of oil strategists in 2024. Aaron Brady and Ha Nguyen join EnergyCents with hosts Hill Vaden and Sam Humphreys to share their thoughts on the biggest events that will shape oil markets in 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

At completion, Nigeria's Dangote Petroleum Refinery will process 650,000 barrels per day and be the largest single-train facility in the world. The much-delayed refinery began accepting test deliveries recently as it moves closer to commercialization. Dan Evans joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the uniqueness of the massive Dangote project, and consider the post-commercialization implications for the Atlantic Basin and downstream markets more broadly. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Coal is widely considered a 'dirty' fossil fuel due to its high carbon intensity. The fuel is also relatively abundant and has enabled resilience within in an expanding, and transforming, energy sector. Dan Klein joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review coal's record-setting 2023, and consider outlooks for the fuel as energy planners embrace lower-carbon fuels and technologies. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at [email protected]

The United States emerged as the largest LNG exporter in the world in 2023, and begins 2024 with the White House delaying decision on a new export facility. This, and other uncertainties, promise an interesting year for global LNG trade. Michael Stoppard joins EnergyCents with hosts Hill Vaden and Sam Humphreys to review big events to hit the LNG market in 2023, and consider the biggest trends to watch in 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at [email protected]

Geothermal energy uses heat from the earth to, among other things, generate electricity and heat or cool buildings. S&P Global Commodity Insights experts Travis Hagler and Matthew Turner join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the opportunity for geothermal technology to generate continuous, low-carbon power, and outline some of the challenges that need to be overcome before the technology reaches commercial scale. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at [email protected]

Global Clean Energy Technology Investment is expected to reach US$750-800 billion in 2024, and continue to grow to nearly US$1 trillion by 2030. Sam Wilkinson and Francesco d'Avack join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss this prediction on spend, and nine other Clean Energy trends to watch in 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at [email protected]

In what has become an annual EnergyCents tradition, we welcome back experts Reed Olmstead and David Vaucher for our 5th annual year-in-review and resolutions episode. Hosts Sam Humphreys and Hill Vaden check in to see how well we performed against 2023 expectations, consider some of the year's biggest surprises, and share market predictions and personal resolutions for the coming year. Access prior year-end conversations with Reed and David here: 2022: A year-in-review: Energy markets, Taylor Swift, and ESG 2021: Review and resolution: Shale sector activity in 2021 and 2022 2020: Mirror, mirror on the wall: Reflections on 2020 and predictions for 2021 2019: Would you rather: 2020 upstream predictions Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at [email protected] EnergyCents team and S&P Global Commodity Insights wish you all a Merry Christmas and Happy Holidays!

Global oil traded within a price band in 2023 that largely supported both consumer mobility, and producer economics. Recent weeks have seen steady price declines as market participants consider outlooks for activity in 2024. Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to recap 2023, and flag the events and trends that will shape oil markets in the year ahead as market participants question the sustainability of $80+/bbl oil amid resurgent supply growth and repeat OPEC+ cuts. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at [email protected]

The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production. Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. North Sea expert Rebecca Vyse joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the emergence of carbon capture investment in the North Sea, with particular focus on the Equinor-led Northern Lights project in Norway. The episode is the third in a three-part series. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at [email protected]

The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production. Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. Offshore wind expert Andrei Utkin joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rise of offshore wind in the North Sea, and some of the challenges emerging for the low-carbon technology. The episode is the second in a three-part series. Episode 1 can be accessed here: Ep 121: North Sea Transition Series: Offshore E&P (Episode 1) Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

The North Sea is one of the greatest tangible examples of a transitioning, or evolving, global energy sector. The offshore play is historically recognized for its prolific oil and gas production. Those projects continue today alongside large-scale investments in wind and carbon capture, each with varying levels of government support. Sam Humphries transitions from co-host to guest expert on this week's EnergyCents as she speaks with host Hill Vaden about recent E&P activity and the implications of related government policy on energy development in the North Sea. The episode is the first in a three-part series. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en Join the conversation at [email protected]

After initial enthusiasm, Eni and TotalEnergies announced unsuccessful results in October from the Qana-1 prospect in offshore Lebanon. Attention in the play shifts in the short-term to Cyprus, where Eni plans an appraisal well at its Cronos discovery. Upstream expert Sarah Haggas joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss E&P opportunities in the gas-rich Eastern Mediterranean, and describe reasons behind the initial optimism in extending the deepwater play to Lebanese waters. Learn more about S&P Global Commodity Insights upstream coverage at: https://www.spglobal.com/commodityinsights/en/ci/products/upstream-intelligence.html Join the conversation at [email protected]

More than $40 billion of North America pipeline deals were announced earlier this year as infrastructure owners reposition themselves for success in an evolving energy landscape. Infrastructure investment expert Greg Garneau joins EnergyCents with hosts Hill Vaden and Sam Humphreys to describe the evolution of North America infrastructure since 2016, and consider some of the drivers behind recent deal flow. Learn more about S&P Global Market Intelligence Issuer Solutions coverage at: https://www.spglobal.com/marketintelligence/en/campaigns/issuer-solutions Join the conversation at [email protected]

Oil and gas exploration activity in the Asia Pacific region is increasingly focused on mature basins as energy security concerns motivate regional operators. Upstream expert Tony Dimabuyu joins EnergyCents with hosts Hill Vaden and Sam Humphreys the provide an overview of recent E&P activity in the Asia Pacific region, and identify some of the more compelling projects to watch. Learn more about S&P Global Commodity Insights coverage at: https://www.spglobal.com/commodityinsights/en/ci/products/upstream-intelligence.html Join the conversation at [email protected]

Vietnam released its long-awaited Power Development Plan VIII (PDP8) in May 2023 outlining power-sector priorities to 2030, which includes a transition away from coal-fired generation. Vietnam energy expert Zhi Xin Chong joins EnergyCents with hosts Hill Vaden and Sam Humphreys the discuss what PDP8 means to the country's natural gas sector, and implications for the development of domestic resources as well as LNG imports. Learn more about S&P Global Commodity Insights coverage at: https://www.spglobal.com/commodityinsights/en/ci/products/asia-pacific-regional-integrated.html Join the conversation at [email protected]

Spending on US transmission projects is increasing quickly, but still represents the smallest allocation of capital investment within North America's power sector. Doug Giuffre and Chris DeLucia join EnergyCents with hosts Hill Vaden and Sam Humphreys to consider trends in transmission investment, and what to watch for as the North American power industry prepares for its low-carbon transition. Learn more about S&P Global Commodity Insights coverage at: https://www.spglobal.com/commodityinsights/en/ci/products/power-renewables-energy-markets.html Join the conversation at [email protected]

Strategies to manage global climate and energy concerns are known to intersect, occasionally in conflict and often in alignment. Energy production will again be a focus of the upcoming climate-change conferences: Climate Week in New York City (17-24 Sept 2023) and COP28 in Dubai (30 Nov 2023-12 Dec 2023). Peter Gardett joins EnergyCents with hosts Hill Vaden and Sam Humphreys ahead of his upcoming participation in Climate Week to discuss the conferences' respective places in influencing global energy and climate initiatives, and why hydrogen will be a major focus at Climate Week. Learn more about S&P Global Commodity Insights Upstream coverage at: www.spglobal.com/commodityinsight…g-in-energy.html Join the conversation at [email protected]

Australia has long relied on resource-extraction industries to grow its economy. Recent policies now look to leverage the country's geology to store CO2 via Carbon Capture and Storage (CCS) projects. Technical Research Director Frankie Hulbert joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Australia's recent efforts to prioritize CCS exploration and development, and consider the country's opportunity to emerge as a regional hub for emissions mitigation. Learn more about S&P Global Commodity Insights Upstream coverage at: https://www.spglobal.com/commodityinsights/en/ci/industry/oil-gas.html Join the conversation at [email protected]