Energy Evolution
130 episodes - English - Latest episode: 9 days ago - ★★★★★ - 8 ratingsEnergy Evolution is a podcast from S&P Global Commodity Insights that explores how the energy industry is changing in response to the growing call for cleaner energy. Co-hosts Dan Testa and Taylor Kuykendall, veteran S&P Global Commodity Insights journalists, spend each episode talking to leading experts from the energy, mining and finance sectors and breaking down the energy transition trends that the policymakers, traders and industry professionals need to know about. The team uses the reporting firepower and data resources of Market Intelligence. It taps into experts worldwide to tackle the climate and energy issues of the day, as well as changes on the horizon.
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Episodes
How renewables and AI drive cyber threats for utilities
April 19, 2024 09:30 - 26 minutes - 36.3 MBCyber threats are mounting for utilities' critical infrastructure assets globally. If used by savvy hackers, AI also provides new tools for those trying to disrupt power supply or extract data. Decentralization of assets through the rollout of renewables is growing the attack vector for malign actors, NERC SVP Manny Cancel tells Energy Evolution correspondent Camilla Naschert. Cybersecurity expert Andrew Ginter of Waterfall Security lays out the threat landscape and why IT teams and engi...
Catching up with Innovators throughout the battery materials supply chain
April 12, 2024 09:30 - 24 minutes - 55.7 MBWrapping up the series of episodes featuring interviews gathered at CERAWeek by S&P Global, co-host of Energy Evolution Taylor Kuykendall shares bits of conversations with executives from new, innovative companies across different parts of the battery materials supply chain. Guests on this episode are: Gabi Knesel, a senior vice president at Locus Fermentation Solutions; Mahesh Konduru, CEO of Momentum Technologies; Srini Godavarthy, CEO of Li Metal; and John Busbee, the CEO and co-founder o...
National Grid, Portland General Electric CEOs share thoughts on the energy transition
April 05, 2024 09:30 - 34 minutes - 79.3 MBEnergy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference. In this episode of the Energy Evolution podcast, Maria Pope, President and CEO of Portland General Electric, and John Pettigrew, CEO of National Grid, discuss the future of energy and the challenges facing the industry in the coming years. PGE provides electricity to a servic...
Mitsubishi Heavy Industries America, Svante CEOs on the future of carbon capture
April 03, 2024 09:30 - 34 minutes - 80 MBEnergy Evolution continues to showcase interviews with influential leaders in the energy transition after co-host Taylor Kuykendall returned from CERAWeek 2024 by S&P Global, the company's flagship energy conference. For this episode, Taylor sat down with Mitsubishi Heavy Industries America CEO Takajiro Ishikawa and Svante President and CEO Claude Letourneau about the past and future of carbon capture projects. Carbon capture is a key technology for reducing emissions, particularly for ha...
Catching up with the CEO behind the largest clean energy infrastructure project in US history
March 29, 2024 09:30 - 25 minutes - 58.5 MBEnergy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference. In this episode, we talk with Hunter Armistead, the CEO of Pattern Energy. Pattern Energy is developing SunZia Wind and Transmission to capture energy from the winds of New Mexico to power three million Americans in the western US. Hunter and Taylor talk about the challenges and...
Energy transition insights from a former DOE Secretary and the COP24 President
March 27, 2024 09:30 - 37 minutes - 87.3 MBEnergy Evolution continues to showcase interviews with influential leaders in the energy transition as co-host Taylor Kuykendall returns from CERAWeek 2024, by S&P Global, the company's flagship energy conference. On this episode, we start with a chat with Ernest Moniz, former US energy secretary under the Obama administration, and now president and CEO of the Energy Futures Initiative think tank. Then, we talk to Michał Kurtyka, a fellow with the Atlantic Council Global Energy Center, th...
Curbing emissions in the oil and gas industry
March 22, 2024 09:00 - 18 minutes - 41.7 MBThis week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Today’s conversation is with Colin Parfitt, vice president of Midstream at Chevron Corporation. Parfitt discussed Chevron’s approach to cutting carbon emissions intensity in the oil and gas business amid growing energy demand, the role of liquified natural gas in the energy space, and the pace of energy sector decarbonization with podcast co-host Taylor Kuykendall on the sidelines of the event. ...
Virtual power plants and the future electric grid
March 21, 2024 09:00 - 15 minutes - 35 MBThis week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Today’s conversation is with Meghan Nutting, executive vice president of Government and Regulatory Affairs at Sunnova Energy. Virtual power plants (VPPs) can help manage grid demand and support electrification, Nutting told podcast co-host Taylor Kuykendall on the sidelines of the event. She also talked about Sunnova’s Project Hestia, how VPPs may fit in with large conventional power plants, and p...
Commodities leave crisis era as demand booms, economist says
March 20, 2024 09:00 - 38 minutes - 88.6 MBThis week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. While the event has become increasingly focused on the energy transition, one commodity trading house says the good times for fossil fuels are far from over. Demand for oil and gas, as well as key metals such as copper, is set to grow across most global markets, Trafigura chief economist Saad Rahim tells Taylor Kuykendall on the sidelines of the event. Subscribe to Energy Evolution to stay curre...
AI is changing the energy system, putting premium on flexibility
March 19, 2024 09:04 - 19 minutes - 44.1 MBThis week, Energy Evolution reports from CERAWeek, S&P Global's flagship energy conference. Our first conversation from the 'Super Bowl of energy' is with Arshad Mansoor, president of the Electric Power Research Institute. With AI changing the energy landscape at lightning speed, grid flexibility is increasingly indispensable, Mansoor tells podcast co-host Taylor Kuykendall. Given that, innovation and deployment of small modular reactors and hydrogen cannot come fast enough, Mansoor s...
Previewing 2024 cleantech trends ahead of CERAWeek 2024
March 15, 2024 09:30 - 20 minutes - 48.4 MBEnergy Evolution podcast co-host Taylor Kuykendall interviews researchers behind S&P Global Commodity Insights' Top Ten Cleantech Trends in 2024 for insight into what might be at the front of mind as energy leaders from around the world converge in Houston for CERAWeek 2024. This show's guests are Cormac Gilligan, an associate director at S&P Global Commodity Insights who focuses on solar and energy storage research, and D'avack Francesco, principal analyst, global power and renewables, cl...
Decarbonizing heavy industry with technology and policy
March 13, 2024 09:00 - 27 minutes - 64.2 MBWhat industries produce the most greenhouse gas emissions, and how are they changing as the energy transition proceeds? What are the major technological and policy solutions to cutting emissions in the iron and steel, chemicals, and cement and concrete sectors? Energy Evolution correspondent Camellia Moors spoke with Jeff Rissman, senior director for industry at Energy Innovation, about his new book on industrial emissions and emissions mitigation strategies, Zero-Carbon Industry: Transfo...
Building from scrap: Fueling EV batteries with recycled materials
March 08, 2024 10:00 - 23 minutes - 32.1 MBAs electric vehicle and clean energy technology demand ramps up, so is interest in sourcing the critical minerals they need from recycled materials. Energy Evolution correspondent Camellia Moors spoke with guests Ahmad Ghahreman, CEO, president and co-founder of rare earths recycler Cyclic Materials, and Julian Proelss, director of business management battery recycling at chemical company BASF, about how these materials are extracted from old equipment and used in new batteries. Subsc...
Powering up the US EV battery manufacturing boom in Michigan
March 01, 2024 10:00 - 22 minutes - 31.9 MBGreen tech, mining and energy company Fortescue announced in January that it plans to create an advanced manufacturing hub in Detroit, joining a host of companies starting up or expanding EV battery production facilities around the US. What does Fortescue’s announcement mean for the Michigan EV battery supply chain, and how is the state working to encourage similar projects? How do investments in US EV battery production stack up against those around the world? Energy Evolution corres...
Are cheaper solar panels opening up less sunny markets?
February 23, 2024 10:30 - 20 minutes - 28.8 MBThe price of solar photovoltaic modules has declined around 40% in the past year due to high production in China. In this episode of Energy Evolution, we're exploring whether cheaper panels are unlocking the business case to build utility-scale solar in the Nordic region. With much fewer sun hours and ample wind and hydro, these northern European countries are no solar hubs – but this is starting to change. Energy Evolution correspondent Camilla Naschert spoke to Warren Campbell and Pete...
Crux co-founder on how the transferability of tax credits in the Inflation Reduction Act is leveling the energy playing field
February 16, 2024 10:30 - 17 minutes - 40.1 MBOn this episode Energy Evolution podcast interviews Alfred Johnson, CEO and co-founder of Crux, about the shift towards clean energy and the tax credits offered by the Inflation Reduction Act (IRA). The IRA is creating hundreds of billions of dollars in tax credits for companies that deploy renewable energy. Transferable tax credits enable companies to sell those credits and access capital quickly. Crux is a platform for developers, tax credit buyers, and financial institutions to transact a...
Robotic power plant inspectors can boost sustainability by catching problems early
February 09, 2024 10:30 - 26 minutes - 36.9 MBIn this episode of the Energy Evolution podcast by S&P Global Commodity Insights, Dan Testa and Taylor Kuykendall speak to Troy Demmer, Co-Founder and Chief Product Officer for Gecko Robotics, and Gilman Callsen, CEO and Founder of Rho Impact, about the use of robots in power plant inspections for sustainability. These robots can identify potential problems in power plants, allowing for preventive maintenance and reducing the reliance on backup generation sources, thus lowering emissions. Rh...
How a rural co-op is using artificial intelligence to get the most out of renewables
February 02, 2024 10:30 - 23 minutes - 52.6 MBIn the Energy Evolution podcast, Dan Testa and Taylor Kuykendall interview Jonathan Martell, COO of Mohave Electric Co-Op, and Larsh Johnson, CTO of Stem, to discuss rural power generators using artificial intelligence to help transition to clean energy. The guests discuss the challenges and solutions for increasing the share of renewables in the co-op retail energy mix, and a new solar-plus-storage project recently announced by Mohave. Please subscribe to Energy Evolution to stay current...
At COP28, a pledge to triple nuclear capacity - but can it be done?
January 26, 2024 10:00 - 24 minutes - 33.7 MBAt the COP28 climate conference in December, more than 20 countries—including the US, the UK, France and Sweden—signed a declaration committing to a tripling of nuclear capacity by 2050. Correspondents Camilla Naschert and Camellia Moors spoke with experts across the nuclear energy and uranium mining industries about the declaration. Listen in to hear Antony Froggatt at Chatham House, Kirsty Gogan at TerraPraxis, Timothy Fox at ClearView Energy Partners, and Ross McElroy at Fission Urani...
A 'real chance' of tripling renewable energy by 2030, IEA says
January 19, 2024 10:30 - 15 minutes - 22.2 MBThe International Energy Agency, a Paris-based intergovernmental organization that analyzes the global energy sector and offers policy recommendations, has announced that renewable energy is expanding faster than at any time in the last three decades, with 507 GW of renewables installed in 2023 alone, almost 50% more than the previous year. Our correspondent Camilla Naschert speaks with Commodity Insights reporter Alex Blackburne about what the report means. Meanwhile, co-host Taylor Kuykend...
Digging Space? Startups set sights on the moon, asteroids for resources
January 12, 2024 10:30 - 18 minutes - 25 MBThe Energy Evolution podcast explores the challenges and changes facing the transition to cleaner energy. One challenge is obtaining the materials necessary for the transition, such as lithium, copper, and rare earth metals. Space mining is a potential solution, with companies investing in research and development to mine asteroids and other celestial bodies for valuable metals and resources like water. The technology for space mining is in its early stages, and there are challenges, such as...
Energy Evolution crew previews energy transition themes to watch for in 2024
December 29, 2023 10:30 - 14 minutes - 32.3 MBIn this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall dive into the latest trends in the energy transition and their impact on the energy and mining sectors as we kick off 2024. Joining them are correspondents Camilla Naschert and Camellia Moors, who share their insights on the rapidly changing landscape of energy production and consumption. With the world moving towards more sustainable energy sources, the hosts and correspondents discuss how companies in the energy a...
Communication technology and its role in the energy transition
December 22, 2023 10:30 - 19 minutes - 27 MBIn this episode of Energy Evolution, reporter Taylor Kuykendall interviews Ken Rabedeau, the Chief Technology Officer for Energy, Transportation and Public Sector at Nokia. Ken discusses Nokia's role today in the energy transition and how communication technology is helping industries such as the electricity, oil, gas, and mining sectors, to build more sustainable and cleaner business practices. Ken also shares insights on the concept of Industry 4.0 and how it empowers critical industries t...
The startups grappling with wind power’s recyclability problem
December 15, 2023 10:00 - 28 minutes - 39.5 MBWind turbines are widely recyclable – apart from their large rotor blades. As more wind farms get decommissioned, more blades end up in landfill or get burned, making recycling one of the industry’s biggest PR and sustainability challenges. Developers also pay increasing attention to emissions in the production of steel for towers. Two start-ups, Germany’s Voodin Blades and Sweden’s Modvion, say they have found solutions – by making the components entirely out of wood. Energy Evolution c...
Tackling the challenge of tracking Scope 2 emissions
December 08, 2023 10:30 - 14 minutes - 20.3 MBScope 2 emissions are indirect greenhouse gas emissions from the consumption of purchased electricity, heat, or steam. In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall bring on guest Marek Zhang, vice president of operations and service delivery at CFEX, to discuss the company's decarbonization platform that helps businesses account for and track Scope 2 emissions. Zhang explains the challenges surrounding Scope 2 emissions, such as limited control, complex accounti...
US utility execs share plans for continuing the energy transition amid rising costs
December 01, 2023 10:30 - 15 minutes - 21.6 MBThis episode of Energy Evolution is all about utilities' capital plans and how they are adapting to the current economic climate. The episode features Darren Sweeney, a senior reporter in the S&P Global Commodity Insights newsroom, who attended the Edison Electric Institute Financial Conference in Phoenix and interviewed executives from Duke Energy, Exelon, and NiSource about their plans for the future. The executives discussed how they are navigating the energy transition and working to kee...
The path to net-zero: An overview of efforts across commodity companies
November 17, 2023 10:30 - 26 minutes - 59.9 MBIn this week's episode of Energy Evolution, the hosts discuss a new series of articles out of the S&P Global Commodity Insights' newsroom that examines how some of the largest companies in the world are working to achieve net-zero carbon emissions by 2050 or sooner. Co-hosts Dan Testa and Taylor Kuykendall summarize some of the findings of the team's reporting before interviewing correspondents Camellia Moors and Camilla Naschert about their reporting on net-zero efforts in the European pow...
Fighting climate change with carbon offsets and fossil fuel retirement credits
November 10, 2023 10:00 - 34 minutes - 78.5 MBOn this episode of Energy Evolution, we are talking about carbon offset markets and oil and gas retirement credits. What function do these tools serve in the broader decarbonization push, and how exactly are we calculating them anyway? What are the policies needed to make these offsets and credits work appropriately? How useful are these mechanisms in comparison to directly reducing emissions? Listen in to find out! Today’s speakers include Brad Handler, Program Manager for the Sustainabl...
Biodiversity and wind power: Are they at odds, and what are the solutions?
November 03, 2023 09:00 - 22 minutes - 30.8 MBWind turbines are essential tools for the transition to cleaner energy systems, but as the buildout progresses, questions around their biodiversity impact on land and offshore are becoming louder. Many new projects face legal challenges over the protection of birds in particular. In Europe, the energy crisis following the war in Ukraine has led policymakers to reduce the compliance burden for new projects on land. Offshore, biodiversity advocates warn that a vast wind buildout risks ...
Power of AI: How artificial intelligence is changing the energy and mining sectors
October 27, 2023 09:30 - 21 minutes - 50.3 MBEnergy Evolution and Capitol Crude join forces to co-host today's episode, all about artificial intelligence being deployed in the energy and mining sectors. This week's guests are some of the journalists from the S&P Global Commodity Insights newsroom who worked together to write an expansive series of articles on the impact of AI. The pieces look at predictions around how much electricity demand AI will generate, the ways AI is improving productivity, resource discovery and trading, and ...
The hockey Hall-of-Famer installing geothermal systems in New York
October 20, 2023 09:30 - 35 minutes - 81.4 MBFormer New York Rangers goaltender Mike Richter has a long list of achievements on the ice, from winning a Stanley Cup to an Olympic silver medal. But in this episode of Energy Evolution, he joins to discuss his post-hockey career and current role as president of Brightcore Energy, which provides energy efficiency retrofits for the commercial sector, including innovative geothermal heating and cooling systems for buildings in dense, urban environments. Richter also shares thoughts on less...
Why there are so few women at the top of energy companies and why it matters
October 13, 2023 09:00 - 15 minutes - 34.6 MBIn this episode of Energy Evolution, the team talks about gender diversity in the boardrooms of energy companies. Thought gender parity was already in reach? Well, think again. Women hold less than 20% of c-suite leadership positions in utilities in the US and Europe, a data analysis by S&P Global showed. Abbie Bennett and Camilla Naschert, reporters covering the energy transition, discuss some of the key barriers to career progression and ways companies can improve gender diversity. We ...
National Grid Ventures' US Northeast President on the future of US offshore wind and more
October 06, 2023 09:30 - 25 minutes - 58.4 MBIn this episode of the Energy Evolution podcast by S&P Global Commodity Insights, co-host Dan Testa interviews Will Hazelip, president of National Grid Ventures, U.S. Northeast, about the company's involvement in offshore wind along the U.S. Atlantic Coast, renewable projects in the Midwest, and electric transmission projects in Europe. Hazelip emphasizes the need for offshore wind to meet decarbonization goals in the U.S. Northeast and in Europe, and discusses the challenges faced by offsho...
Improving nickel sustainability for electric vehicle batteries
September 29, 2023 09:00 - 29 minutes - 43.4 MBOn this episode of Energy Evolution, our guests discuss sustainability and reporting standards for nickel mining, an industry key to supporting electric vehicle battery production. Today’s guests include Alessandra Carreon, a member of the Michigan Public Service Commission; Ro Dhawan, CEO of the International Council on Mining and Metals; and Chris Showalter, CEO of Lifezone Metals. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise co...
How compressed air can make it easier to close coal, natural gas plants
September 27, 2023 09:30 - 15 minutes - 37 MBIn this episode of Energy Evolution, co-host Taylor Kuykendall interviews Curtis VanWalleghem, CEO of Hydrostor. VanWalleghem talks about his company's compressed air technology and the importance of using long-duration energy storage in the transition to clean energy. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about minin...
How does the Biden administration plan to fix permitting?
September 22, 2023 09:30 - 26 minutes - 61.5 MBIn this episode of Energy Evolution, co-host Taylor Kuykendall interviews Eric Beightel, the executive director of the Federal Permitting Improvement Steering Council. The council was established in 2015 to improve the transparency and predictability of the federal environment review and authorization process for certain critical infrastructure projects. Beightel discusses the challenges of permitting reform and the need for more resources, staff, and funding for agencies charged with the...
Artificial intelligence and cryptocurrency guzzle electricity, but can they also support the grid?
September 15, 2023 09:30 - 26 minutes - 61.8 MBAs it gets harder for bitcoin miners to access power, some say mining is a balancing opportunity for the grid. We speak to mining startup founder Andrew Webber about his vision for data centers in grid flexibility and look ahead at the scaling of AI computing. Could data centers using AI algorithms become flexibility assets, and if so, which use cases could be suitable? On that, we hear from S&P Global tech analyst Jonathan Schroth and professor Ben Lee of the University of Pennsylvania.
Supporting community efficiency with the Greenhouse Gas Reduction Fund
September 08, 2023 09:00 - 20 minutes - 47.5 MBIn this episode of Energy Evolution, guest Jahi Wise, senior adviser to the administrator and acting director of the Greenhouse Gas Reduction Fund at the EPA, joins us to talk about a $27 billion grant program under the Inflation Reduction Act and efforts to use the funding to support the National Clean Investment Fund and efficiency improvements across the country, especially in disadvantaged communities. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists w...
Mining the magnet minerals key to decarbonization
September 01, 2023 09:00 - 11 minutes - 16.5 MBIn this episode of Energy Evolution, guest Tom Schneberger, CEO of USA Rare Earth, joins us to talk about rare earths supply chains and the production of rare earth magnets key to energy transition technologies like electric vehicles and wind turbines. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy and mining sectors. In addition, Camellia Moors and Camilla Naschert, reporters who write about mining and power issue...
Energy transition drives a jobs and manufacturing boom in the US
August 25, 2023 09:30 - 32 minutes - 74.5 MBOn this episode of Energy Evolution, our guests discuss the recent boom in jobs and manufacturing in the renewable energy sector in the United States. The one-year-old Inflation Reduction Act drives much of this growth, which is leading to significant cost savings projected for wind and solar developers using U.S.-made components. Today's guests include Matthew Rand, managing director, research and analytics, at Link Logistics, and Ben Beachy, manufacturing and industrial policy vice presi...
Brewing up sustainability: Decarbonizing beer and other industries reliant on steam
August 18, 2023 09:30 - 19 minutes - 45.8 MBIn this episode of the Energy Evolution podcast by S&P Global Commodity Insights, we discuss decarbonizing New Belgium's beer brewing operations. In addition to speaking with Andy Collins, the utilities and carbon neutral engineer at New Belgium, podcast host Taylor Kuykendall interviews Addison Stark, the CEO of AtmosZero. Backed by the U.S. Department of Energy, AtmosZero recently introduced a carbon-neutral electrified boiler that decarbonizes process steam used in various industrial appl...
Possibilities for generative AI to transform energy sector 'nearly endless'
August 11, 2023 09:30 - 10 minutes - 24.5 MBArtificial intelligence has captured the interest of the world in recent months, particularly as advances in generative AI continue to push the envelope. In this episode of the Energy Evolution podcast, Hussein Shel, director, chief technologist for energy and utilities at Amazon Web Services, discusses the $100 million Generative AI Innovation Center launched by AWS. The program aims to help enterprises develop and experiment with generative AI. Energy Evolution co-host Taylor Kuykendall as...
How renewables supported the Texas grid through intense heat
August 04, 2023 09:30 - 25 minutes - 59.6 MBIn this Energy Evolution episode, we talk about how renewable energy resources played a critical role in supporting Texas' electricity grid during a recent heat wave. Our guests discuss the importance of a mix of renewable energy sources, battery storage, and reforms that will support developers and make it easier to develop renewable energy projects. Our hosts are joined by Katya Ghosh, a business strategist at Kayrros, who used satellite imagery to forecast and monitor the progress of sola...
Finding the metals critical to an energy transition
August 03, 2023 09:30 - 22 minutes - 50.9 MBIn this episode of Energy Evolution, we discuss where we will find the metals and minerals necessary for the energy transition. Our guest is Kwasi Ampofo, head of metals and mining at Bloomberg NEF and the lead author of the company's recent Energy Transition Metal Production Scores report. The report ranks the readiness of global economies to boost the production of minerals such as as lithium, copper, graphite and more. Kwasi explains the report ranks the readiness of 10 countries to bo...
Supporting rooftop solar power for rentals and apartments
July 28, 2023 09:00 - 38 minutes - 88.1 MBResidential rooftop solar is booming in popularity as policy incentives, driven by decarbonization goals, encourage homeowners to install panels of their own. But for those who rent their home or live in multifamily dwellings like apartment buildings, installing solar panels and accessing their financial benefits may be more complicated. In this episode, Mel Bergsneider, executive account manager at Allume Energy, and Jan Osenberg, policy adviser at SolarPower Europe, join Energy Evolution t...
Grid operator PJM navigates surge in renewables and rapid fossil retirements in the US
July 21, 2023 09:30 - 20 minutes - 46.2 MBThe PJM Interconnection, the nation's largest electricity grid operator, is working to alleviate a logjam of renewable projects waiting to be connected to its system, while also warning in a recent analysis that thermal generation retirements could outpace these new intermittent resource replacements. Darren Sweeney, a senior reporter at S&P Global Commodity Insights, joined Energy Evolution for this episode to share interviews with James Wilson, an economist who has critiqued PJM's energy t...
Electrifying commercial vehicle fleets, one charger at a time
July 14, 2023 09:00 - 20 minutes - 47.6 MBFor major companies with large vehicle fleets, a core tenet of decarbonization efforts can be found in fleet electrification. A host of large corporations including Amazon, UPS, and Walmart have all made EV fleet commitments or signed agreements to purchase electric delivery vehicles. Patrick Sullivan, co-founder and CEO of EV Realty, a California-based company focused on accelerating the adoption of commercial EV fleets and building out their charging infrastructure, joined Energy Evolution...
Crux startup aims to unlock hundreds of billions in clean energy tax incentives
July 07, 2023 09:30 - 22 minutes - 51.2 MBIn this episode of Energy Evolution, co-host Taylor Kuykendall talks with Alfred Johnson, co-founder and CEO of Crux, about funding energy transition projects. Johnson, the former deputy chief of staff to U.S. Treasury Secretary Janet Yellen, discusses the Inflation Reduction Act, which makes tax credits available to companies producing clean power and materials, and how Crux provides an ecosystem for developers, tax credit buyers, and financial institutions to manage and transact these tran...
Mining industry increasingly a larger part of the energy transition discussion
June 30, 2023 09:30 - 36 minutes - 83.5 MBThis episode of Energy Evolution by S&P Global Commodity Insights discusses the mining sector's importance in the worldwide shift to greener energy. The materials that make up energy transition technologies are often mined materials and the demand for minerals is expected to increase by as much as six times what our use is today by 2040. The podcast features interviews with Tony Sage, executive chairman of Critical Metals Corp.; Rebecca Campbell, who leads the Global Mining and Metals team a...
Vast CEO aims to bring concentrated solar power tech back into focus
June 28, 2023 09:30 - 24 minutes - 60.4 MBVast has developed concentrated solar power that can capture, store and deliver dispatchable solar power and heat on a 24/7 basis. It recently proved its technology with a grid-connected project in Australia. Vast CEO Craig Wood joins Energy Evolution to talk about the revival of concentrated solar power technology and the role it can play in the energy transition. Energy Evolution co-hosts Dan Testa and Taylor Kuykendall are veteran journalists with broad expertise covering the energy an...