Platts Future Energy

In this episode of the Platts Future Energy Podcast, Gary Clark hosts downstream oil news managing editor Robert Perkins and head of aviation research James Simpson as they unpack the evolving landscape of jet fuel markets amid significant geopolitical and economic shifts.

From the pandemic's lingering effects on demand to the impact of the Russian-Ukraine conflict and Middle Eastern tensions, supply chains for jet fuel are under scrutiny.

Talking points range from the rise of Sustainable Aviation Fuel (SAF) and its potential to reshape the future of aviation, to the challenges posed by refinery closures and the need for strategic policy support. Join us for insights into the intricate balance of supply and demand in the aviation sector and what lies ahead for jet fuel markets.

Related: Sustainable Aviation Fuel CIF NWE $/mt  Biofuels news

With the world’s renewable energy capacity reaching record levels, attention has shifted to the risks involved in sourcing critical minerals such as lithium, cobalt, nickel, and graphite, essential for sustaining these industries. China’s dominance over global critical minerals supply chains has led the US, EU, and other major consumers to diversify their foreign sources while also developing domestic resources and strengthening recycling capacity.

In this podcast, S&P Global Commodity Insights’ Euan Sadden, senior editor for EMEA, is joined by Leah Chen, team lead for battery metals, and Nick Trickett, senior analyst for metals and mining. They examine this dynamic and consider whether China should be recognized as a partner or a competitor by Western economies in the realm of critical minerals and the renewable energy transition.

Price assessments (subscriber content):

BATCA04 Lithium Carbonate DDP China

BATCN00 Recycled Lithium Carbonate DDP China 

BATLS00 Lithium Spodumene 5.5% Li2O CIF China 

BATSP03 Lithium Spodumene 6% FOB Australia 

BATSS00 Lithium Spodumene 0.1% differential 

LCCIF00 Lithium Carbonate CIF Europe 

BATLA00 Lithium Triangle (LiT) FOB

ANINO00 Low-Grade Nickel Ore 

ANIOC00 High-grade Nickel Ore

This is episode 3 of All Things Aviation, a special six-part series focussing on the dynamics, trends and outlooks in the aviation sector.

In this episode, Sophie Byron, global director of biofuels pricing at S&P Global Commodity Insights, and Tom Washington, senior news writer covering biofuels in the EMEA region, are joined by Ina Chirita and Jamie Dorner, Europe and America leads in the biofuels research team. 

They take a look at the complexities of the rapidly evolving Sustainable Aviation Fuel market, including feedstocks, policy and distribution. They also discuss some of the headwinds that have beset the SAF market in recent months and how long these could last. 

Related: Sustainable Aviation Fuel CIF NWE $/mt  Biofuels news

This is episode 2 of All Things Aviation, a special six-part series focusing on the dynamics, trends, and outlooks in the aviation sector.

In this episode, Marie-Louise Du Bois, head of the global carbon pricing team is joined by S&P Global Commodity Insights experts Dana Agrotti, low carbon market lead analyst, Agamoni Ghosh, managing editor, global compliance carbon pricing and Eklavya Gupte, editorial lead, carbon news.

They delve into the Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA), discussing its role in reducing emissions and the challenges surrounding carbon credit availability. They also explore how CORSIA is shaping the aviation industry's approach to sustainability, looking at the big changes ahead for this hybrid carbon market.

This is episode 1 of All Things Aviation, a special six-part series focusing on the dynamics, trends and outlooks in the aviation sector. 

In the first episode of this Future Energy miniseries, S&P Global Commodity Insights scenarios and aviation experts Roman Kramarchuk, Paul McConnell and James Simpson set the stage, discussing the global state of aviation demand, fuel supply and Commodity Insights scenario outlooks for 2024 and beyond. What is the importance of emissions from the aviation sector in meeting (or not meeting) net-zero targets? How has the coronavirus pandemic impacted the sector? What drives demand for flying? What are the latest trends in aircraft fleets, and what are the policy constructs driving efficiency and alternative low-carbon fuels? Tune in next week for episode two of All Things Aviation, which will focus on the carbon market mechanisms that have been designed and implemented around the globe to constrain aviation emissions. 

Global installed capacity of solar photovoltaics has grown at an extraordinary pace in recent years as countries strive to meet approaching decarbonisation targets, meaning that the technology is having an ever-increasing part in electricity mixes worldwide. 

In this episode of the Platts Future Energy Podcast, solar market reporter Lena Dias Martins is joined by associate director for solar research Josefin Berg to discuss the growth of solar globally, installation forecasts and how this technology is impacting decarbonising electricity systems. 

A first wave of subsidy auctions for green hydrogen production in Europe has revealed early price signals and could kick-start the market after a long period of policy and investment delays. The recent European Hydrogen Bank auction results were much lower than expected, but will renewable hydrogen be much cheaper than previously thought, or will consumers have to pay a large premium to secure offtake? Senior energy transition reporter James Burgess discusses these topics and more with senior hydrogen analyst Matthew Hodgkinson, hydrogen analyst Anastasia Pantazopoulou, and pricing specialist Vipul Garg.

Links:Green premium remains for renewable hydrogen after EU's 1.5-GW auction result Platts launches new European Renewable PPA Derived Hydrogen prices Interactive: Platts Ammonia price chart Special report: Atlas of Energy Transition™

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Hydrogen fuel is gaining traction as a promising solution for decarbonizing the transport sector, particularly in challenging areas like aviation where electrification is limited. US government subsidies for low-carbon hydrogen production and the establishment of the Department of Energy’s seven hydrogen hubs are expected to drive low-carbon hydrogen production at scale. However, the aviation industry awaits regulatory guidance from the Federal Aviation Administration to provide clarity on the potential of hydrogen fuel in decarbonizing commercial flights. 

Low-carbon commodities reporter Santiago Canel speaks with with Arnaud Namer, Chief Operating Officer at Universal Hydrogen, and Commodity Insights energy transition news reporter Daniel Weeks to explore the role of hydrogen in aviation and its potential for decarbonization.

Links: Platts Hydrogen Daily (subscriber content) Feature: Logistical woes and high pump prices stall California H2 market development S&P Global Commodity Insights Weekly ET News Highlights

Sulfur is a crucial input for the fertilizer market. But, this byproduct of the oil and gas industry is also increasingly in-demand for processing key metals needed for the energy transition, such as copper and nickel.

In this episode of the Platts Future Energy podcast, sulfur and sulfuric acid market reporter Matt Hoisch is joined by sulfur and sulfuric acid Analyst, Yuya Pan, and senior copper analyst, Ruilin Wang, for a deep dive into how a transition to greener energy sources is expected to impact sulfur supply and demand.

Related coverage: Platts launches CFR Southeast Africa sulphur assessment and Middle East-Southeast Africa sulphur freight assessment

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India's energy transition strategy encompasses greater adoption of a wide range of renewable fuels to go with baseload coal for decades to come, with new policies on CCUS, carbon markets and power reforms set to play a role in the decarbonization of the third largest greenhouse gas emitter of the world.

In this Platts Future Energy podcast, Consulting Executive Director, Energy Transition Gauri Jauhar, Managing Editor, Global Compliance Carbon Pricing Agamoni Ghosh, and Associate Director, Research Mohd. Sahil Ali, join Editor – Energy Transition Ruchira Singh, to discuss the journey so far and the likely future landscape of policies, market development and trends post the mid-2024 general elections.