Governments of resource-rich countries in Africa find themselves at a crossroads as oil and gas operators weigh stranded-asset risk before committing to long-lead-time fossil-fuel projects. Roderick Bruce, an expert in petroleum-sector risk with S&P Global Commodity Insights, joins EnergyCents this week to discuss how host governments in Africa are working with operators to balance their near-term economic goals of resource monetization with longer-term environmental goals of carbon reduction. Learn more about S&P Global’s oil-and-gas risk coverage that caters to industry https://ihsmarkit.com/products/oil-gas-risk-forecast-analysis.html and financial sector customers https://ihsmarkit.com/products/energy-advisory-service.html Join the conversation at energycents@ihsmarkit.com.

EnergyCents- Ep 84: Aligning Incentives: Africa balances oil discoveries with climate ambitions

IHS Markit is now part of S&P Global-  Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.

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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  

EnergyCents- Ep 146:  In the air tonight: the genesis of DAC business models

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

EnergyCents- Ep 146:  Refining the future: Wires and Barrels and Batteries (oh my!)

  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

EnergyCents- Ep 145:  Chickens and eggs: Hydrogen policy wrestles with demand, supply stimulus

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

EnergyCents- Ep 144:  eRobot: Energy sector embraces AI in race to innovate and transform

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

EnergyCents- Ep 84: Aligning Incentives: Africa balances oil discoveries with climate ambitions

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