EnergyCents

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]

Nuclear energy plants emit no carbon and can run twenty-four hours per day without relying on wind or sunlight. Recently big-name investors have put their celebrity – and money – behind innovations in Small Modular Reactors (SMRs) and fusion. North America Power Expert Steve Piper joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the changing views on nuclear electricity as the world embraces net-zero goals, and whether the renewed enthusiasm represents a nuclear renaissance. Learn more about S&P Market Intelligence at: https://www.spglobal.com/marketintelligence/en Join the conversation at [email protected]

Shell (Graff-1) and TotalEnergies (Venus 1-X) in 2022 each announced successful offshore exploration wells in Namibia's Orange Sub-basin. Enthusiasm is high enough to warrant discussion that Venus has perhaps identified Africa's 6th Super Giant oilfield. Upstream expert Justin Cochrane joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Namibia's recent deepwater exploration success, and consider the timelines and hurdles that must be overcome in reaching commercial goals. Learn more about S&P Global Commodity Insights here: https://www.spglobal.com/commodityinsights/en Join the conversation at [email protected]

Government policy and, in many cases, consumer preferences are accelerating new sales of electric vehicles. Automotive expert Devin Lindsay joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rise of electric vehicles, and consider how this shift in mobility may affect automotive and energy industries going forward. Learn more about S&P Global Mobility here: https://www.spglobal.com/mobility/en/index.html Join the conversation at [email protected]

#Copper is often spoken of as having a phd because its price can be used to quickly diagnose global economic health. The #metal will also be key in realizing ambitions of an electrified, low-carbon future. Metals and Mining experts Ronnie Cecil and Kevin Murphy join EnergyCents with host Hill Vaden to discuss the role of copper in #electrification, and consider some of the challenges and opportunities for industry as it seeks supply. Learn more about S&P Global Commodity Insights Metals and Mining coverage here: https://www.spglobal.com/marketintelligence/en/campaigns/metals-mining Join the conversation at [email protected]

China's reopened economy, sidelined shale, and Russian sanctions all add fresh uncertainties to the supply and demand balances shaping global oil-price expectations. Oil Markets expert Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to consider the important variables ahead of the recent OPEC+ meeting in June, and discuss the drivers behind our outlook for the second half of 2023. Join the conversation at [email protected]

Liquified Petroleum Gas (LPG), a byproduct of natural gas production and refined oil, is primarily used in cooking, transportation, and as a petrochemical feedstock. It burns cleaner than diesel and gasoline in transportation, and still competes with firewood for market share in developing economies. Natural Gas Liquids (NGL) expert Fernando Covas joins EnergyCents with host Hill Vaden to consider the status and perception of LPG amid a global energy transition and discuss why investors are looking to Africa as a growth market for the fuel. Learn more about S&P Global Commodity Insights coverage of NGL markets: https://www.spglobal.com/commodityinsights/en/ci/products/natural-gas-liquids-market-forecast.html Join the conversation at [email protected]

Western sanctions have attempted to limit the market opportunity for Russian oil following the country's invasion of Ukraine more than a year ago. Barrels continue to access markets in, perhaps, unexpected ways. Shipping expert Rahul Kapoor joins EnergyCents with host Hill Vaden to discuss how Russian oil continues to access markets post-sanctions, and consider the implications for shippers and consumers. Learn more about S&P Global Commodity Insights coverage of Commodities at Sea: https://www.spglobal.com/commodityinsights/en/ci/products/commodities-at-sea.html Join the conversation at [email protected]

Almost 20% of the world's population lives in India, which remains heavily reliant on higher emitting fuels for its energy supply. The potential opportunity for cleantech and decarbonization technologies is huge as the country work towards a 2070 net-zero target. India energy expert Sahil Ali joins EnergyCents with host Hill Vaden to outline India's current energy balances, and consider technologies that the country may embrace – and challenges that must be overcome – as it embarks on a path to net-zero. Learn more about S&P Global Commodity Insights coverage of Indian energy markets: https://www.spglobal.com/commodityinsights/en/ci/products/asia-pacific-regional-integrated.html Join the conversation at [email protected]

Carbon, Capture, Utilization and Storage (CCUS) is increasingly viewed as a key to the world meeting its climate goals. The multi-step technology, or technologies, somewhat uniquely leverages the upstream sector's experience and expertise in geophysics, molecule management, and large-scale projects. CCUS expert Derek Gonsuron joins EnergyCents with host Hill Vaden to discuss recent advances in CCUS, and consider how traditional upstream companies may realize relative advantage in developing the projects and business models that puts carbon back in the ground. Learn more about S&P Global Commodity Insights work on CCUS here: https://view.highspot.com/viewer/6410e2efb37768b5626b2332 Join the conversation at [email protected]

European energy markets largely dodged a crisis during the 2022-23 winter months thanks to the combination of functioning markets, policy influences, and warm weather. Energy expert Laurent Ruseckas joins EnergyCents with host Hill Vaden to recount Europe's successful gas-market balancing act in 2022, and consider how the continent is preparing for 2023 as conflict in Ukraine continues to disrupt traditional energy supplies. Learn more about S&P Global Commodity Insights' European Gas, Power and Renewables coverage here: https://www.spglobal.com/commodityinsights/en/ci/products/eu-energy-forecasts-strategic-analysis-insights-by-fuel.html Join the conversation at [email protected]

Petrobras emerged a leader in offshore oil in gas on the back of exploration success throughout the early 2000s, which also coincided with the first presidency of Luiz Inácio Lula da Silva (2003-2010). Lula won re-election in 2022, and promises to prioritize the development of low-carbon energy through its state-owned oil company. Energy Supply Chain expert Carlos Rocha joins EnergyCents with host Hill Vaden to discuss the evolving role of Petrobras within the Brazilian energy sector, and what to watch for under the new Lula-led government. Learn more about S&P Global Commodity Insights' Costs and Supply Chain coverage here: https://www.spglobal.com/commodityinsights/en/ci/products/cost-solution-oil-gas.html Join the conversation at [email protected]

Buoyed by high commodity prices in 2022, the global upstream sector enters 2023 with a high-class cash-flow problem: what to do with all this money. Among other ideas, governments suggest windfall-profits taxes, investors want dividends and buybacks, and environmentalists seek climate-directed investment. Upstream experts Raoul LeBlanc and Kevin Birn rejoin EnergyCents with host Hill Vaden to discuss the operating environment for Upstream players in 2023, and how executives may balance competing pressures to reinvest in fossil fuels, diversify into new technologies, and/or share profits with stakeholders. Learn more about S&P Global Commodity Insights' Upstream Emissions coverage here: https://www.spglobal.com/commodityinsights/en/ci/products/upstream-emissions.html Join the conversation at [email protected]

Battery and automobile makers often look at the relationship between service stations and internal combustion engines as business-model analogues to solve electric vehicles' duration and distance challenges. But are these the right analogues? Cleantech experts Sam Wilkinson and George Hilton rejoin EnergyCents this week to discuss business-model alternatives to road-side recharging, as well as the role of recycling in addressing EV supply-chain challenges. Learn more about S&P Global Commodity Insights' Clean Energy Technology coverage here: https://www.spglobal.com/commodityinsights/en/ci/products/clean-energy-technology.html Join the conversation at [email protected]

Environmental, Social, Governance (ESG) investment themes fell out of favor in 2022 as concerns around things like energy security and Wall Street's motivation captured the attention of investors and governments. Peter Gardett rejoins EnergyCents this week to discuss the changing narratives of ESG and consider how those shifts may (or may not) affect cleantech-directed capital in 2023. Join the conversation at [email protected]

The success of cleantech innovation is, in many ways, dependent on the world's mining sector delivering an adequate supply of one or more of the following metals: copper, cobalt, nickel, and lithium. Mark Ferguson, a Commodity Insights metals and mining expert for S&P Global's Capital IQ, joins EnergyCents this week to discuss the convergence of energy with the metals and mining sector, and how ESG-oriented investors balance the environmental impact of mining with the low-carbon promise of cleantech. Learn more about S&P Global Commodity Insights Metals and Mining coverage here: https://www.spglobal.com/marketintelligence/en/campaigns/metals-mining 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 annual year-in-review and resolutions episode. We check in to see how well we performed against 2022 expectations, consider the year's biggest surprises, and share predictions on how the energy sector may evolve in the coming year. Join the conversation at [email protected]