Utilities and their commissions are watching customers embrace distributed generation and battery investments that could impact existing rate design and returns on equity. Lillian Federico, a Commodity Insights research director for S&P Global's Capital IQ, joins EnergyCents this week to discuss the evolution of utility rate design, and how growing climate and resilience priorities from US consumers may impact designs of the future. Learn more about Capital IQ Pro: https://www.spglobal.com/marketintelligence/en/solutions/sp-capital-iq-pro Learn more about S&P Global’s Power and Renewables coverage that caters to industry https://ihsmarkit.com/products/power-renewables-energy-markets.html and financial sector customers https://ihsmarkit.com/products/energyview-gas-power-renewables.html Join the conversation at energycents@ihsmarkit.com.

EnergyCents- Ep 85: Evolving models: Utilities and the rate-case conundrum of distributed generation

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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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 143:  Ship shape: LNG poised for growth in a flat gas-demand world

Electricity consumption in the world’s developing economies is generally less than about 2,500 kwh per capita, compared to about 10,000 kwh per capita in the more developed world. Consumption, as well as expectations of reliability, will increase as these economies grow. Silvia Macri and Allen Wang join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the competing priorities that influence electricity investment in emerging markets and draw specific attention to economies in Africa and Southeast Asia.   Learn more about S&P; Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

EnergyCents- Ep 85: Evolving models: Utilities and the rate-case conundrum of distributed generation

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