Energy Evolution

In this episode of the Energy Evolution podcast, host Taylor Kuykendall discusses the upcoming CERAWeek conference, scheduled for March 10-14 in Houston. He is joined by Ken Downey, Executive Director of Innovation Agora at CERAWeek, and Naki Mendoza, director of CERAWeek Programs at S&P Global.

Key topics for this year's conference include the changing geopolitical landscape, especially in light of recent elections. Mendoza and Downey said energy leaders will also be focused in on supply chains, AI's role in energy, and the growing importance of metals and mining to the energy transition.

Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.

On Energy Evolution this week, Eklavya Gupte and Rosemary Griffin examine the often-overlooked environmental ramifications of military conflicts as we mark the third anniversary of the Russia-Ukraine war.

Lennard de Klerk, who has studied the climate impact of this war, gives us some insights into how warfare, fuel consumption, forest fires, attacks on energy infrastructure and the estimated costs of rebuilding Ukraine have led to a surge in greenhouse gas emissions.

As concerns around the climate costs of war have intensified, there have been wider calls for military emissions to be calculated and included in international reporting.

We speak to Patrick Bigger, research director at the Climate and Community Institute, and Benjamin Neimark, a senior lecturer at the School of Business and Management at Queen Mary University of London, to learn more about the growing carbon footprint of militaries globally.

Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.

On this week's episode, we explore how the rapid evolution of AI technologies such as DeepSeek is reshaping how experts think about the energy landscape and what it means for sustainability and power systems.

Guests on to talk about artificial intelligence and power demand include: Neil Chatterjee, former FERC chairman and current chief government affairs officer at energy tech company Palmetto; Vic Shao, founder and CEO of DC Grid; Jonathan Schroth, a research analyst on the 451 Research Datacenter Infrastructure & Services team at S&P Global Market Intelligence; and Bruno Brunetti, head of S&P Global's Low Carbon Electricity Analytics.

The episode also features a brief chat with Ken Downey, executive director of Innovation Agora at CERAWeek by S&P Global, who offers a preview of the Houston conference coming up on March 10-14.

Energy Evolution has merged with Platts Future Energy and now publishes episodes on Tuesdays.

On this week's episode of Energy Evolution, we lay out why grid equipment has become a bottleneck in the deployment of renewables, and why it takes time to ramp up manufacturing.

Andreas Schierenbeck, CEO of equipment provider Hitachi Energy, shares industry perspectives on investment trends and the operational realities of scaling up industrial manufacturing of transformers, while S&P Global Commodity Insights analyst Cormac Gilligan explains why demand for grid infrastructure has outpaced supply.

Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.

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With new tariffs anticipated and a domestic manufacturing sector just ramping up, US solar manufacturers are facing trade headwinds as well as opportunities.

Meanwhile, prices for modules in the US are substantially higher than in China and Europe.

S&P Global Commodity Insights analysts Joe Steveni and Edurne Zoco lay out what to watch in the US solar supply chains and discuss the future of the Inflation Reduction Act and trade restrictions. Price reporter Karen Rivera describes what makes US panels so much more expensive, and Michael Parr of the Ultra Low Carbon Solar Alliance gives an industry perspective on the market dynamics.

Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.

In this episode of the Energy Evolution podcast, Taylor Kuykendall discusses significant shifts in US energy policy following President Donald Trump's inauguration. On January 20, Trump declared a national energy emergency, aiming to reverse several Biden administration policies that he views as detrimental to domestic energy production. Key proposals include ending what he has called the electric vehicle mandate, increasing oil and gas leasing on federal lands, and streamlining energy infrastructure permitting. Trump also plans to revoke climate-related regulations and halt funding from the Inflation Reduction Act and the 2021 bipartisan infrastructure law, potentially slowing the growth of renewable energy initiatives.

The episode features insights from three experts: Anna Mosby from S&P Global, Jonathan Elkind from Columbia University and Andy Marsh, CEO of Plug Power.

Marsh shares his perspective on the green hydrogen industry and the potential implications of an administration change on the recent $1.66 billion loan guarantee from the Department of Energy for his company. He expresses optimism about the hydrogen sector's future, despite concerns about regulatory changes under the new administration.

Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.

Ahead of Germany's general election on Feb. 23, Energy Evolution looks at the energy implications for Europe's largest economy.

With the center-right Christian Democrats leading in the polls, correspondent Camilla Naschert lays out the party's energy plans and discusses the main priorities for Germany's energy system with expert guests.

Guests on the episode are Christoph Maurer, managing director at advisory firm Consentec; Daniel Muir, senior power and renewables analyst at S&P Global Commodity Insights; and Christian Schnibbe, communications chief at wind developer WPD.

The episode is hosted by Eklavya Gupte.

Energy Evolution is merging with Platts Future Energy, and episodes are now published on Tuesdays.

Ahead of Germany's general election on Feb. 23, Energy Evolution looks at the energy implications for Europe's largest economy. With the center-right Christian Democrats leading in the polls, correspondent Camilla Naschert lays out the party's energy plans and discusses the main priorities for Germany's energy system with expert guests.

Guests on the episode are Christoph Maurer, managing director at advisory firm Consentec; Daniel Muir, senior power and renewables analyst at S&P Global Commodity Insights; and Christian Schnibbe, communications chief at wind developer WPD. The episode is hosted by Eklavya Gupte.

Energy Evolution is merging with Platts Future Energy, and episodes are now published on Tuesdays.

Platts Future Energy is merging with Energy Evolution, and in this inaugural episode of the new series, hosts Taylor Kuykendall and Eklavya Gupte set the stage for 2025, which looks to be another pivotal year for the energy landscape.

We highlight key topics such as advances in renewable technologies, the critical role of hydrogen in decarbonization, and the evolving policies that will shape global energy markets. We delve into the implications of Donald Trump's return to the presidency, including how policy shifts could affect global climate talks and emission regulations. Importantly, these changes are coming against a backdrop of geopolitical tensions and the ongoing energy transition. We also preview future episodes on the intersection of energy, technology, policy, and market trends, including the rising influence of artificial intelligence and its environmental implications.

The new Energy Evolution will publish on Tuesdays.

Energy Evolution is merging with Platts Future Energy, and in this inaugural episode of the new series, hosts Taylor Kuykendall and Eklavya Gupte set the stage for 2025, which looks to be another pivotal year for the energy landscape.

We highlight key topics such as advances in renewable technologies, the critical role of hydrogen in decarbonization, and the evolving policies that will shape global energy markets. We delve into the implications of Donald Trump's return to the presidency, including how policy shifts could affect global climate talks and emission regulations. Importantly, these changes are coming against a backdrop of geopolitical tensions and the ongoing energy transition. We also preview future episodes on the intersection of energy, technology, policy, and market trends, including the rising influence of artificial intelligence and its environmental implications.

The new Energy Evolution will publish on Tuesdays.