Energy Evolution
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Energy Evolution
Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Eklavya Gupte speak with policymakers, industry professionals and SPGCI in-house experts worldwide on topics related to decarbonization, climat...
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Science, technology, and risk management take center stage in carbon removals
The nature-based carbon removals industry is undergoing a scientific and technological transformation to restore credibility in the voluntary carbon m...
Trump's 1st year back: Fossil fuels surge, renewables recalculate
One year into his return to the White House, President Donald Trump is exerting a major impact on the US energy landscape. With policy direction shift...
Rooftop solar on edge: navigating the tax credit drop
President Donald Trump's federal budget bill, signed in July 2025, accelerated the end of the Section 25D residential clean energy tax credits in the...
Rising prices, rising capex: what's ahead for the US power sector in 2026
US power prices are climbing, pushing utilities to the forefront of a national debate over the cost of living. Demand for electricity is growing, and...
The race to rebuild the US power grid in the age of AI
In this episode of Energy Evolution, host Eklavya Gupte explores the seismic shift transforming America's electricity landscape as artificial intellig...
How weather analytics is powering modern energy trading
In this episode of Energy Evolution, host Eklavya Gupte explores how energy traders are turning to sophisticated weather analytics for a competitive e...
Breaking down the hydrogen hype
The European hydrogen industry has experienced a turbulent 2025, with project delays and cancellations dominating the headlines. But the data tells a...
Nuclear power enjoys growing interest, but can it deliver?
Nuclear power is back in vogue, with shuttered reactors being restarted, existing plants having their operating lives extended and a growing market of...
The AI-driven gas turbine renaissance
The gas turbine industry has staged one of the most dramatic comebacks in recent years, fueled by artificial intelligence's insatiable appetite for po...
India's race to 500 GW of renewable power by 2030
India's energy transition story can be vividly seen through the lens of one of its most established utilities, Tata Power, which has shifted from a lo...
Explaining Germany's energy transition 'reality check'
The energy policy of Europe's largest economy, Germany, is the focus of this week's episode.
The coalition government's energy ministry recently...
Transatlantic divide: US and EU chart different energy transition paths
In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Do...
How will the EU's new carbon market affect energy costs and inflation?
In this episode of Energy Evolution, host Eklavya Gupte examines the rising concerns among EU member states about the upcoming Emissions Trading Syste...
What's driving the rush for I-RECs?
While 2025's energy headlines have focused on trade wars and geopolitical turmoil, the market for International Renewable Energy Certificates (I-RECs)...
Traders on alert: What lies ahead for European gas this winter?
Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior gas and LNG ne...
Path to net-zero gets bumpy for US, European utilities
In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity I...
US coal production is back on the rise
In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Globa...
FuelEU Maritime: A new trading opportunity in shipping
In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new ma...
Unlocking the future potential of hydrogen energy in India
As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to tak...
Talking offshore wind: Communication in a polarized world
Seen by hundreds of thousands, Swedish utility Vattenfall's expletive-laden campaign with Hollywood icon Samuel L Jackson asks the question: Offshore...
Shifting gears: Will states take the wheel on US electric vehicle policy?
In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on...
One Big Beautiful Bill: Another ride on the solar coaster?
In this episode, Commodity Insights analysts Tiffany Wang and Cinthya Pena explain the implications of the One Big Beautiful Bill Act for US renewable...
Break up or not? Europe's zonal pricing conundrum
In this week's episode, energy reporters Camilla Naschert and Alex Blackburne explain the ongoing debate around the way in which price zones are divid...
Carbon registries key to unlocking Article 6 climate finance
In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments...
Hot Grid Summer: Europe's power system under stress
In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the...
The road to commercial nuclear fusion
Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise.
Surging interest in the te...
How the energy-intensive industry of fertilizers and ammonia could fuel a green future
In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer indust...
Metals Co. CEO says ocean mining permit coming 'sooner than people expect'
In this episode of Energy Evolution, host Taylor Kuykendall speaks with Gerard Barron, CEO of The Metals Co. Barron and his company are looking to min...
How resource protectionism is influencing the energy transition
The global energy transition was already facing headwinds even as trade tensions and geopolitical uncertainty escalated. Supply chain disruptions, ele...
Carbon removal technology, markets picking up steam
In this episode of the Energy Evolution podcast we delve into the emerging field of carbon removal technologies and their role in the fight against cl...
Buying clean energy in an age of growing electricity demand
Clean energy buyers are facing new challenges and opportunities in the face of a shift in US politics and rising demand for electricity to power energ...
Blackout in Spain: what we know and lessons for the future
A blackout of historic proportions on the Iberian peninsula April 28 has sparked a debate on responsibility and prevention, while the investigation in...
How tariff tensions are reshaping China's energy landscape
This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are ref...
Restoring trust and integrity for a new era in carbon markets
In the latest episode of Energy Evolution, host Eklavya Gupte speaks with Daniel Klier, CEO of South Pole, a key player in the carbon markets.
A...
Financing clean energy in a time of volatility
In this episode of Energy Evolution, Taylor Kuykendall interviews Jonathan Silver, chair of the Global Climate Council at Apollo Global Management and...
Critical minerals and renewables: A new era of energy security
In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould...
Navigating climate project finance in a shifting political landscape
In this episode of Energy Evolution, host Taylor Kuykendall moderates a panel discussion at the Tom Tom Festival in Charlottesville, Virginia, focusin...
Charting a new course: The global deal that aims to make shipping green
The International Maritime Organization recently agreed to a global deal to tackle shipping emissions after over a year of tense and fraught talks, wi...
A dose of realism for Europe’s CBAM
Efforts to simplify the EU's Carbon Border Adjustment Mechanism reflect a broader struggle within the bloc to balance environmental goals with economi...
Will Trump's executive orders increase US mining activities
This episode of Energy Evolution focuses on the recent executive order signed by President Donald Trump to boost domestic mineral production in the US...