Energy Evolution

This Energy Evolution episode features three guests from across the electric vehicle supply chain.

Our first guest is David Slutzky, the founder and CEO of Fermata Energy. The company hopes to accelerate the adoption of electric vehicles and the transition to renewable energy. Fermata's bidirectional charging technology enables customers to earn revenue from their electric vehicles while combatting climate change and supporting grid resilience.

Our second guest is Kulr Technology Group CEO Michael Mo. Kulr is also accelerating a transition to broader electrification. The company's technology ensures that batteries stay cool and safe.

We also chat with Volt Lithium President and CEO Alex Wylie about his company's efforts to extract lithium from oilfield brines in Canada. The company recently announced a resource report indicating 4.3 million tonnes of lithium resources at its Rainbow Lake project.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

With investors, importers, and the public paying more attention to greenhouse gas emissions from fossil fuel production, US natural gas producers have increasingly turned to third-party certifiers to attest that they are responsible operators. Wyoming gas producer PureWest Energy has been on the forefront of the emerging certified gas market, having certified 100% of its production through Project Canary and as a founding member of the Differentiated Gas Coordinating Council.

PureWest CEO Chris Valdez joins S&P Global Commodity Insights' Kelsey Hallahan to share his insights on the development of a certified gas market and the state of emissions transparency in the US gas industry. Afterward, SPGCI senior emissions analyst Emmanuel Corral and low carbon pricing analyst Hope Raymond share some key highlights from a new report on this emerging market.

Learn more about the market origins of certified gas, the current state of affairs, and where it could go from here with SPGCI's Producer Certified Gas Special Report.

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Last year, Duke Energy and Amazon Web Services announced they would be collaborating to build out cloud technologies to support Duke's Intelligent Grid Services. The technology is aimed at helping the utility anticipate energy demand and identify where and how it should update its power grid.

The use of the cloud opens up a wealth of opportunities for data collection and analysis and is essential to Duke's efforts to transform the grid. For this episode, Energy Evolution spoke with Sarah Cooper, the general manager of AWS industry products, and Bonnie Titone, the senior vice president and CIO of Duke Energy, one of the nation's largest energy holding companies, serving 8.2 million customers in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky. Duke has targeted a 50% carbon reduction from its electric generation by 2030 and net-zero carbon emissions by 2050.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Transitioning the world to cleaner forms of energy will require a significant infrastructure transformation.

World Bank released a new framework on April 20 for overcoming the challenges created, particularly in developing countries, as renewable energy scales up and fossil fuel generation is phased down.

For this episode, Energy Evolution spoke with Demetrios Papathanasiou, the organization's global director for energy and extractives.

View the full report here: https://www.worldbank.org/en/topic/energy/publication/scaling-up-to-phase-down

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Some members of the steel industry, which is known for being carbon-intensive, are looking toward cleaner primary steel production pathways to cut down on carbon emissions. One avenue is the production of "green steel," which uses hydrogen instead of fossil fuels in the iron ore smelting process.

Energy Evolution correspondents Camellia Moors and Camilla Naschert spoke with Chathu Gamage, a manager in the Climate-Aligned Industries Program at RMI, and Kajsa Ryttberg-Wallgren, head of hydrogen at H2 Green Steel, about the green steel production process and how views about the product are changing in response to the energy transition.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Energy Evolution co-host Taylor Kuykendall shares one last interview from this year's CERAWeek by S&P Global conference. Sunny Elebua, the senior vice president and chief strategy and sustainability officer at Exelon Corp., joined the show to talk about some of the problems and solutions associated with the rapid rise of electric vehicles.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!

Battery production offcuts and end-of-life batteries are collected, dismantled and shredded to produce black mass from which critical materials such as lithium, nickel, cobalt and manganese can be extracted. The recycling of black mass has become increasingly important as a supplement to virgin material supply and to reduce the carbon footprint of the battery supply chain. Platts, part of S&P Commodity Insights, has launched the publication of daily black mass assessments, which will provide greater transparency and understanding of how the market actually operates, especially as there is currently a lack of standardisation and comprehensive coverage in the black mass market. This episode of the Platts Future Energy podcast aims to explore the challenges and opportunities facing the market, unpack these new price assessments, and answer the question of whether black mass has the potential to address the looming supply deficits.

Click here to learn more about Platts nine new daily black mass spot price assessments for China and Europe.

Sunnova Energy President and CEO John Berger joined the podcast from the CERAWeek by S&P Global conference to discuss solar energy deployment in the U.S. Sunnova Energy is an American residential and commercial solar energy company based in Houston, Texas. Also joining from the sidelines of the energy conference is former U.S. Department of Energy Secretary Ernest Moniz. Moniz, the founder of the think tank Energy Futures Initiative, discussed how current geopolitical events might impact the clean energy transition.

In a time of geopolitical strife, economic uncertainty, and energy transition, nuclear power is edging more and more into the spotlight. Countries are looking to decarbonize, boost their energy security and adjust to shifting trade flows.

In the second episode of this special two-part series, S&P Global nuclear news and analytics experts Bill Freebairn, Morris Greenberg, Dr. Jone-Lin Wang, and Mason Lester discuss new developments in infrastructure and markets as fleets age out and more countries expand their use of nuclear power.

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During CERAWeek by S&P Global in Houston, Energy Evolution co-host Taylor Kuykendall spoke with Raphael Declercq, the CEO of PowerFlex. Declercq's company is a solar-powered electric vehicle microgrid developer. Kuykendall also spent a few moments with Mark Danzenbaker, the CEO of GridPoint. GridPoint is an energy management platform for commercial buildings. The company's technology is already in more than 17,000 commercial buildings across the U.S.

Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. They are joined by correspondents Camellia Moors and Camilla Naschert, reporters who write about mining and power issues for S&P Global Commodity Insights. Subscribe to Energy Evolution on your favorite platform to catch our latest episodes!