Energy Evolution

Ahead of London International Shipping Week 2021, a six-part S&P Global Platts podcast series looks into the pricing of alternative marine fuels for the global shipping industry. In each episode of Marine Fuels of the Future, Platts editors investigate the current state of the major fuel alternatives, as the shipping sector seeks to reduce its greenhouse gas emissions ahead of stringent caps in 2030 and 2050. In episode one, we start with one of the frontrunners: LNG.

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

Total renewables penetration targets in Europe require a "common currency" which provides a reliable price signal against which the cost of different technologies and renewable paths can be assessed. Guarantees of Origin certificates could become this common currency, incentivising the use of renewable sources as part of corporate fuel mix disclosures, and promoting a net-zero culture. In this Platts Future Energy Podcast episode, Glenn Rickson, Head of European Power Analytics, is joined by Energy Transition experts in the Platts Pricing team to discuss the scope of the Guarantees of Origin markets.

Electric vehicles have been trending as the primary choice to decarbonize the transportation sector worldwide. Although some could expect the EV revolution to disrupt all current technologies, existing biofuels can keep playing a key role where they are available.

In this podcast, Brazil is discussed as an example of where transitioning to EVs is not as urgent as in other countries since the wide adoption of ethanol is already yielding significant reductions in emissions at a competitive cost.

The move from fossil fuels to cleaner energy sources can have a big impact on the communities that once depended on those industries.

Our guest for this episode is Brian Anderson, director of the National Energy Technology Laboratory. He was recently tasked with leading the Biden administration's Interagency Working Group on Coal and Power Plant Communities and Economic Revitalization. In this role, he aims to identify and ameliorate the economic and social problems encountered by communities reliant on fossil fuel extraction, as those fuels account for a smaller proportion of energy production.

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

Today we are looking at how the energy transition to lower emissions and cleaner fuels will affect natural gas.

Editors from S&P Global Platts and Market Intelligence discuss the findings of their recent series of stories looking the natural gas sector in the era of Energy Transition.

From the burner tip back to the wellhead, natural gas interests will find that changes ahead bring risk and opportunity.

Voluntary carbon markets have seen significant growth in recent years and are expected to surge in the years ahead. But they have traditionally been seen as opaque, complex and niche. That is rapidly changing as a large range of companies start to engage with them. In the latest Platts Future Energy podcast, Jonty Rushforth is joined by Paula Vanlaningham and Jeff Berman to discuss the 'beauty' of carbon credit markets.

Evolving choices around EV battery composition have altered price dynamics in the lithium market, with the two main forms, hydroxide and carbonate, now moving independently to each other, reflecting different use cases and trading patterns. LFP was considered by many industry participants to be a lower priority in the upcoming EV boom. This started to change with the gradual removal of Chinese EV subsidies, which lowered the incentives for local automakers to target only long-range EVs and increased the pressure to reduce costs. Moreover, improvements on the pack design, through the cell-to-pack approach, allowed a bigger portion of the battery pack to be filled with cells which significantly increased energy density.

In the latest S&P Global Platts Future Energy Podcast, Platts Pricing Director of Metals Scott Yarham speaks to Tianqi Lithium's Sales Director Ron Mitchell and Platts Pricing Specialist Henrique Ribeiro to unpack these new trading patterns and what is emerging in the market.

China has laid out some lofty goals for its climate action. In September 2020, it pledged that it would peak its carbon dioxide emissions before 2030 and hit carbon neutrality before 2060. This was followed in December 2020 by an announcement to enhance its nationally determined contributions under the Paris Agreement for 2030, including increasing the share of non-fossil fuels in primary energy consumption to around 25%. Earlier this year, it issued rules for its emissions trading scheme for the power sector and carbon trading is expected to begin in late 2021.

How realistic are these goals? How can China's climate policy align with its economic and social goals? And what is the role for fossil fuels in a carbon neutral China?

These questions are more are addressed on this episode of Future Energy Podcasts, with S&P Global Platts Editorial Team Lead for LNG and Energy Transition Eric Yep, Platts Analytics Lead for Global Coal Matthew Boyle, Platts Senior Writer Oceana Zhou, and Dr. Philip Andrews-Speed, senior principal fellow at the National University of Singapore's Energy Studies Institute

Dr. Andrews-Speed has 38 years of experience in the field of energy and resources, and his current research focuses on the low carbon energy transition in China and Southeast Asia as well as on the governance of nuclear energy. He is the author of the book China As A Global Clean Energy Champion, which looks at the institutions of governance that are shaping the trajectory of China's low carbon energy transition.

Get access to the Annual Guidebook mentioned on this podcast: Platts Future Energy Outlooks