Energy Evolution

In this episode of Energy Evolution, co-host Taylor Kuykendall talks with Alfred Johnson, co-founder and CEO of Crux, about funding energy transition projects. Johnson, the former deputy chief of staff to U.S. Treasury Secretary Janet Yellen, discusses the Inflation Reduction Act, which makes tax credits available to companies producing clean power and materials, and how Crux provides an ecosystem for developers, tax credit buyers, and financial institutions to manage and transact these transferable tax credits.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

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This episode of Energy Evolution by S&P Global Commodity Insights discusses the mining sector's importance in the worldwide shift to greener energy. The materials that make up energy transition technologies are often mined materials and the demand for minerals is expected to increase by as much as six times what our use is today by 2040. The podcast features interviews with Tony Sage, executive chairman of Critical Metals Corp.; Rebecca Campbell, who leads the Global Mining and Metals team at international law firm White & Case; and David Kanagy, executive director and CEO of the Society for Mining, Metallurgy and Exploration.

Our guests discuss the potential for bottlenecks in the supply chain for clean energy due to permitting, China's claim to much of the minerals and processing of minerals used for clean energy and what some believe are outdated regulations in the industry.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

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Vast has developed concentrated solar power that can capture, store and deliver dispatchable solar power and heat on a 24/7 basis. It recently proved its technology with a grid-connected project in Australia. Vast CEO Craig Wood joins Energy Evolution to talk about the revival of concentrated solar power technology and the role it can play in the energy transition.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Renewables enjoy unprecedented momentum, but the makers of wind turbines have suffered major losses due to supply chain disruption and high commodity prices in recent years.

A voracious race for ever-larger turbines may have also played a role, argues Hans Martin Smith, chief financial officer of the world's largest turbine maker Vestas Wind Systems, in an interview with energy correspondent Camilla Naschert.

Sector expert Andrei Utkin of Commodity Insights puts the sector's headwinds and opportunities into perspective.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Global commodities trader Trafigura released a report in May showing that shipping is responsible for around 3% of the world's greenhouse gas emissions. The report also found a lot of opportunities to reduce those emissions while increasing economic opportunities for countries that step up to supply low-emission fuels to the industry. In this bonus episode, in addition to our typical weekly programming, Energy Evolution speaks with Margaux Moore, head of Trafigura's energy transition research group, and Rasmus Bach Nielsen, the company's head of fuel decarbonization.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Large energy buyers, including governments and corporations, are embracing a concept known as hourly matching, or 24/7 carbon-free energy. In this episode, Energy Evolution is joined by Nate Hausman, clean energy markets manager for World Resources Institute, for an update on the concept and challenges ahead.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

As electric vehicle manufacturers prepare for a demand surge, many are looking to novel battery chemistries that cut back on materials that may be costly, difficult to access, or that come with labor and environmental concerns. Energy Evolution correspondent Camellia Moors spoke with Reed Blakemore, deputy director with the Atlantic Council Global Energy Center, and Mujeeb Ijaz, CEO at battery developer Our Next Energy, about today's battery landscape and the market for battery chemistry innovation.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

To read the Battery Next series from S&P Global Commodity Insights' metals and mining team, click the following:

Metal supply concerns push EV makers to new battery chemistries: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-metal-supply-concerns-push-ev-makers-to-new-battery-chemistries-75884340

EV makers use Model T playbook due to metal supply fears: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-ev-makers-use-model-t-playbook-due-to-metal-supply-fears-75880328

Emerging chemistries create trade-offs in cost, performance: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-emerging-chemistries-create-trade-offs-in-cost-performance-75866899

EVs to use silicon, solid state for next-generation batteries: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/battery-next-evs-to-use-silicon-solid-state-for-next-generation-batteries-75864189

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As U.S. utilities and power providers explore numerous new technologies in their pursuit of a cleaner energy future, industry experts believe it is important not to lose sight of the evolution of an existing carbon-free resource. Darren Sweeney, a senior reporter at S&P Global Commodity Insights, joined Energy Evolution for this episode to share interviews about nuclear energy with Xcel Energy Chairman, President and CEO Bob Frenzel and John Kotek, a Senior Vice President of Policy Development and Public Affairs at the Nuclear Energy Institute.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

This episode takes you into the German Solar Valley, which was once the world's largest production hub but was abandoned in the 2010s as China became solar powerhouse Number One. Now, companies like Meyer Burger Technology are ramping up the old factories, gunning for a revival of European production. But, CEO Gunter Erfurt tells the podcast, panels have evolved from commodity to geopolitical poker chip, and Europe risks losing the game without injecting more money into the sector. Thanks to the Inflation Reduction Act, solar expert Edurne Zoco of S&P Global Commodity Insights also sees more incentives for U.S. factories than European ones. Still, ESG considerations and shorter supply routes could increasingly make the case for home-grown products, too. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issues, are correspondents for Energy Evolution and regularly contribute to the show. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

We want to hear about your podcast preferences so we can keep improving our shows. Take our podcast survey here and share your thoughts: https://www.surveylegend.com/s/4xyz

Power Purchase Agreements (PPAs) were born out of Europe's desire to wean itself off renewable energy subsidies. PPAs are now becoming more common across the region as more companies use them as a key risk hedging and decarbonisation tool. From a very niche industry, PPAs are becoming mainstream, with companies now having entire PPA departments, which would have been unthinkable a few years ago. Henry Edwardes-Evans, Head of Gas and Power News, discusses the fundamentals and potential of the European PPA market with Kira Savcenko, Senior Power Editor, and Diego Ortíz, Principal Research Analyst in the Gas, Power and Climate Solutions team.

Related analysis by speaker Diego Ortíz: European PPA market continues to grow in the first quarter of 2023

Related interview with Pexapark: European PPA market could see record deals in 2023

Price assessments: Platts-Pexapark Germany Solar 10 Year Pay-as-Produced PPA Index Platts-Pexapark Germany Onshore Wind 10 Year Pay-as-Produced PPA Index Platts-Pexapark Spain Solar 10 Year Pay-as-Produced PPA Index Platts-Pexapark Spain Onshore Wind 10 Year Pay-as-Produced PPA Index

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