Best IHS Markit | Energy Solutions Podcasts (2025)

1
Bits and Bytes: Responding to Datacentre demand growth (Ep 191) 38:38

4d ago38:38

38:38

As adoption of AI expands across the globe, through LLMs, Cloud services, inferencing, and network hubs, more power-hungry data centers are needed to meet this demand. With this expansion of technology, regions are taking different approaches on how to build out this infrastructure, with plans for new hubs being announced regularly. AI and Datacent…

1
Change Makers: Gary Agnew, Ideon Technologies CEO (Ep 190) 32:14

11d ago32:14

32:14

Canadian-based Ideon Technologies is revolutionizing the exploration of subsurface resources through its use of cutting edge, cosmic-ray muon tomography. The company provides customers innovative solutions for sustainable and efficient resource discovery, making signiificant strides in reducing environmental impact whilst enhancing operational effi…

1
Power Play: Europe reckons with higher electricity prices as demand growth returns (Ep 189) 31:09

18d ago31:09

31:09

Europe is making progress against its net-zero ambitions and is generating about 70% of its electricity from carbon-free sources, including nuclear. However, wholesale prices remain high following the 2022 energy crisis, and demand has yet to return to pre-Covid levels. European power market experts Sylvain Cognet-Dauphin and Coralie Laurencin join…

1
Change Makers: Arvin Vohra, Redaptive CEO (Ep 188) 32:19

25d ago32:19

32:19

Denver-based Redaptive is an energy-as-a-service company that works with commercial and industrial customers to fund and install energy-cost saving equipment. The self-described ‘one stop shop’ was founded in 2015 and provides its customers access to three core services: capital for energy-cost saving equipment installations, a data platform measur…

1
Consolidation: Upstream operators leverage M&A in bid for scale (Ep 187) 28:54

1M ago28:54

28:54

Led by corporate mergers, nearly $160 billion in merger-and-acquisition activity took place within the global upstream sector in 2024. Producers will continue to use acquisitions to grow their portfolios going forward as they bid for scale in a dynamic, and fragmenting, energy landscape. Upstream expert Chris Sheehan joins EnergyCents with hosts Hi…

1
CERAWeek 2025: In the rooms where it happened (Ep 186) 27:31

1M ago27:31

27:31

About 10,000 people attended S&P Global’s annual CERAWeek conference in Houston last week to participate in dialogue around the event’s organizing principle, “Moving Ahead: Energy strategies for a complex world.” Sam Humphreys hosts this week’s episode alone as Hill Vaden joins Naki Mendoza CERAWeek Programs Director to discuss their experiences an…

1
Arctic to the market: Alaskan oil and gas landscape (Ep 185) 25:05

2M ago25:05

25:05

A Day One executive order from Donald Trump's new administration aims to utilize Alaska's abundant natural resources, including oil and gas. This includes prioritizing the development and export of LNG to domestic and international parties. S&P Global upstream expert Cody Schulte joins host Hill Vaden and Sam Humphreys to explore the role Alaska cu…

1
Change Makers: Katrin Puetz, (B)energy Founder and Managing Director (Ep 184) 32:23

2M ago32:23

32:23

(B)energy is a German company that has developed backpacks to store and transport biogas that can be used to displace firewood and coal in cooking. The company is an affiliate of BiogasUnite, a digital platform that bridges gaps in the installation, maintenance, and repair of biogas systems. Katrin Puetz, founder and managing director of (B)energy …

1
Critical: Metals and minerals in a green tech future (Ep. 183) 29:07

2M ago29:07

29:07

Global metal markets are facing massive opportunities and challenges as the world transitions to green technology. Recent and ongoing changes in the US administration have wide-ranging implications for metal markets, the economy, and the future of sustainable energy solutions. S&P Global expert Nick Trickett joins EnergyCents hosts Sam Humphreys an…

1
Top trends to watch in 2025: Power Markets (Ep 182) 35:04

2M ago35:04

35:04

The global electricity landscape is undergoing a period of profound change as conventional resources compete with renewable supply to meet expectations of broad demand growth. S&P Global experts Etienne Gabel and Doug Giuffre join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top trends that will define global power markets in …

1
Top Trends to watch in 2025: Oil Markets (Ep 181) 31:12

2M ago31:12

31:12

Oil markets begin the year with OPEC+ sitting on more than 5.5 million barrels per day of spare capacity and the incoming Trump Administration wants to see US producers ‘drill, baby, drill.’ S&P Global expert Jim Burkhard joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss these, and other, top trends that will define global oil ma…

1
Balancing act: Germany wrestles with decarbonizing, manufacturing ambitions (Ep 180) 33:59

3M ago33:59

33:59

Germany grew to become Europe’s largest economy on the back of an export-led manufacturing sector. The energy-hungry economy is now trying to maintain its competitiveness after losing access to Russian gas pipeline imports in 2022, phasing out its nuclear capacity in 2023, and retiring its coal-fired power fleet by 2038. S&P Global expert Daniel Mu…

1
Top Trends to watch in 2025: Energy Capital (Ep 179) 31:33

3M ago31:33

31:33

Trade wars, US policy upheavals, China’s clean energy blitz, a crude market under pressure and the convergence of AI and the energy sector will define 2025 for energy investors. S&P Global experts Justin Jacobs joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top trends that will influence energy investors in 2025. Learn mor…

1
Top Trends to watch in 2025: Natural gas (Ep 178) 32:10

3M ago32:10

32:10

As Donald Trump returns to office the landscape of natural gas in the US, and LNG in particular, is expected to shift both domestically and globally. S&P Global gas market experts Laurent Ruseckas and Matthew Palmer join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top trends that will shape global gas markets in 2025. Learn m…

1
Change Makers: Carter Li, SWTCH founder and CEO (Ep 177) 34:15

3M ago34:15

34:15

Toronto-based SWTCH has focused on developing electric-vehicle charging solutions for multi-tenant properties in North America since its 2016 founding. The company now manages more than 17,000 charging ports across its network. Carter Li, SWTCH founder and CEO, joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the SWTCH business …

1
EnergyCents- Top Trends to Watch in 2025: Clean Energy Technology (Ep. 176) 43:11

4M ago43:11

43:11

Led by investment in solar capacity, global spending on clean-energy technologies will exceed investment in upstream oil and gas for the first time in 2025. S&P Global cleantech experts Edurne Zoco and Sam Wilkinson join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the top 10 trends that will shape clean energy technology supply c…

1
EnergyCents- Defying Gravity: Energy soars in 2024 and will be Popular in 2025 (Ep. 175) 37:18

4M ago37:18

37:18

We welcome back S&P Global Commodity Insights energy experts Reed Olmstead and David Vaucher for our 6th annual year-in-review and resolutions episode. Hosts Sam Humphreys and Hill Vaden check in to see how well we performed against 2024 energy expectations, consider some of the year’s biggest trends, and share market predictions and personal resol…

1
EnergyCents- Up and Atom: Nuclear wins renewed attention as low-carbon power play (Ep. 174) 30:54

5M ago30:54

30:54

A desire for lower-carbon, reliable electricity is reviving interest in nuclear power generation. S&P Global energy market experts Yulia Ivanovskaya and Conway Irwin join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss how demand from datacenters is contributing to a revival of interest in nuclear power and to consider what challenges mus…

1
EnergyCents- Change Makers: Kul Karcz, NewMed Energy VP of Exploration and ESG Manager (Ep 173) 24:47

5M ago24:47

24:47

NewMed Energy is focused on exploring for and bringing to market natural gas discoveries from the Eastern Mediterranean. The Israel-based firm is partnered with Chevron on its Leviathan Project and has additional interests in earlier-stage projects in waters off Cyprus and Morocco. Kul Karcz, NewMed Energy VP of Exploration and ESG Manager, joins E…

1
EnergyCents- Calm: Oil markets adjust to a new normal as risk premium ebbs (Ep 172) 36:42

5M ago36:42

36:42

Oil markets have responded with complacency to sanctions on major producers, rerouting of tankers, and military unrest in the major supply areas. S&P Global oil markets expert Karim Fawaz joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss why this complacency may represent a new normal as spare capacity within OPEC+ and supply gro…

1
EnergyCents- Change Makers: Hooman Shahidi, EVPassport CEO and co-founder (Ep. 171) 31:01

5M ago31:01

31:01

EVPassport is working to accelerate the adoption of electric vehicles by improving the user experience when charging through its focus on reliability and ease of adoption. The California-based EV-charging platform received a $200 mm investment from Northleaf Capital Partners in 2023 and today operates more than 5,000 chargers in 35 states through p…

1
EnergyCents- The silent partner: Graphite and the energy transition (Ep. 170) 30:01

6M ago30:01

30:01

Despite being a key component in lithium-ion battery manufacturing for electric vehicles, Graphite has so far escaped the media attention that its comparable metals, lithium, cobalt and nickel has had. But with the roll out of EV’s and energy storage, graphite demand is expected to grow by around 20% by the end of the decade. S&P Global metals expe…

1
EnergyCents- Change Makers: Tabitha Stine, Nucor GM of Energy Solutions Services (Ep 169) 32:20

6M ago32:20

32:20

The steel industry accounts for almost 10% of the world’s final energy demand and greenhouse gas emissions. Nucor (NYSE: NUE), North America’s largest steel producer and recycler, pioneered lower-emission electric arc furnace steelmaking more than 50 years ago and continues to prioritize innovation in sustainable steel as it works toward a 2050 net…

1
EnergyCents- Refining kit: India plans for downstream infrastructure investment (Ep 168) 31:23

6M ago31:23

31:23

India plans to grow its refining capacity by about 60% to 8 mmbd over the next 10 years to meet both domestic demand and spur refined-product exports. S&P Global Refining Expert Pulkit Agarwal joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss India’s ambition to expand its largely state-owned refining capacity and how planners ex…

1
EnergyCents- State support: UK makes Great British Energy as clean-energy champion (Ep 167) 29:29

6M ago29:29

29:29

The United Kingdom established state-owned Great British Energy in July 2024 to develop domestic clean energy supply, create jobs, and advance the country’s net-zero ambition. Glenn Rickson joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss what role this company will play in the renewable power sector and impact this will have on risk…

1
EnergyCents- Change Makers: NJ Ayuk, African Energy Chamber Executive Chairman (Ep. 166) 36:23

6M ago36:23

36:23

The African Energy Chamber began in 2018 to promote the continent’s energy sector and support indigenous companies’ efforts to expand their networks and engage international partners. The organization is preparing to host its fourth annual African Energy Week conference from November 4-8 in Cape Town, South Africa where this year's theme is, "Inves…

1
EnergyCents- Mark to market: PJM rule changes lead to capacity auction price spike (Ep 165) 29:45

7M ago29:45

29:45

Capacity auction prices for 2025/2026 delivery year jumped nearly 10x from the prior delivery year to $269.92/MW-day for much of PJM, a regional power market in the eastern United States. S&P Global Power Markets Expert Tanya Peevey joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss reasons behind the price spike and consider whet…

1
EnergyCents- Rethinking resilience: ERCOT looks to spark gas-generation build (Ep. 164) 29:38

7M ago29:38

29:38

Led by investment in intermittent renewables, Texas has added more new power supply to its grid over the past five years than any other state. However, the lack of growth in long-duration power generation and increased frequency of extreme weather events have given way to reliability concerns within ERCOT. S&P Global power markets expert Mike Picke…

1
EnergyCents- Adjustment bureau: CBAM aims to level playing field for EU industries (Ep 163) 30:56

7M ago30:56

30:56

Europe’s Carbon Border Adjustment Mechanism (CBAM) now requires its trade partners to declare the carbon content associated with production of imported goods including iron, steel, aluminum, cement, fertilizer, hydrogen, and electricity. Trade partners will be asked in 2026 to buy CBAM certificates for these specified goods to access European marke…

1
EnergyCents- Change Makers: itselectric Co-Founder & COO Tiya Gordon (Ep. 162) 35:35

7M ago35:35

35:35

itselectric, a Brooklyn-based electric vehicle (EV) curbside charging company, partners with municipalities and property owners to install, operate, and maintain public chargers on sidewalk curbs. The Level-2 charging ports use spare electrical supply from nearby buildings via a revenue share with property owners and allow EV-drivers to recharge th…

1
EnergyCents- Emissions mission: California prepares to adjust its climate regulations (Ep 161) 32:32

8M ago32:32

32:32

The California Air Resources Board (CARB) pioneered much of North America’s emissions-reduction policies and is now in the process of updating its regulations as net-zero deadlines near. S&P Global experts Erin Tully and Matt Williams join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss California’s Low Carbon Fuel Standard (LCFS) and Cap…

1
EnergyCents- Drilling the Shire: New Zealand mulls lifting exploration ban (Ep 160) 33:16

8M ago33:16

33:16

New Zealand announced on August 26, 2024, that it will reverse its 2018 ban on offshore oil and gas exploration before the start of 2025. S&P Global Expert Joe Keith joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss background behind New Zealand’s exploration ban and how domestic demand for natural gas influenced a campaign for i…

1
EnergyCents- In a Metal Mood: China's evolving role in global cleantech supply chains (Ep 159) 32:12

8M ago32:12

32:12

Metals are increasingly a part of the global energy story as low-carbon technologies compete with fossil fuels for market share. Energy planners are therefore paying renewed attention to, and often investing in, the metals and mining sector. S&P Global Expert Nick Trickett joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how cle…

1
EnergyCents- A second chance: Operators turn to refracs in mature shale plays (Ep 158) 31:42

8M ago31:42

31:42

Production from shale has always been driven by those wells drilled in core acreage. While core inventory depletes each year, each well’s recovery rate is low enough that production growth remains possible with improvements in technology. S&P Global Expert Prescott Roach joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the poten…

1
EnergyCents- Sunburn: Solar sector seeks relief as supply outruns demand (Ep. 157) 30:08

9M ago30:08

30:08

Low-cost manufacturing of solar technologies has enabled one of the fastest growth trajectories of global low-carbon energy supply. The pace of growth, led by China, has led to both a glut in supply and protectionist measures from other countries looking to develop solar capabilities of their own. S&P Global expert Cormac Gilligan joins EnergyCents…

1
EnergyCents- Change Makers: Diversified Energy SVP Doug Kris (Ep 156) 34:54

9M ago34:54

34:54

Diversified Energy owns and operates onshore natural gas wells in the United States and has built itself by acquiring the long-lived, non-core assets of other operators. The company prides itself on ensuring consistent free cash flows from operations; reducing its portfolio’s scope 1 methane emissions; and retiring end-of-life wells through its Nex…

1
EnergyCents- Hotspot: The E&P race in the Atlantic Margin (Ep. 155) 35:19

9M ago35:19

35:19

The Atlantic Margin, the play between the west coast of Africa and the east coast of South America, is increasingly under the upstream spotlight. With high E&P potential in countries like Guyana, Suriname and Namibia, many major oil and gas players are keen to explore and invest. S&P Global experts Ford Tanner and Ida Hockerfelt join EnergyCents ho…

1
EnergyCents Change Makers: Inspiration Mobility CEO Josh Green (Ep. 154) 36:43

9M ago36:43

36:43

Inspiration Mobility is the world’s first electric vehicle Fleet Management Company, or eFMC. The self-described “electrification accelerator” is backed by investment from Macquarie, Arclight Capital, and Ferrovial and offers solutions that include fleet management, charging-as-a-service (CaaS), and electrification finance. Inspiration Mobility CEO…

1
EnergyCents- Ep 153: Mingling molecules: RNG wins market share in heavy-duty trucking 34:21

9M ago34:21

34:21

Renewable natural gas (RNG) has been one of the fastest low-carbon fuels to reach commerciality in the United States because of its ability to leverage traditional gas infrastructure. RNG has also benefited from recent innovation in compressed natural gas (CNG) engines used in heavy duty trucking. S&P Global experts Tom DiChristopher and Greg Genet…

1
EnergyCents- Ep 152: Eyes on Tomorrow: The future of global oil & gas exploration 30:35

10M ago30:35

30:35

The future of global oil and gas exploration has been widely discussed recently, with the number of discoveries year on year for the past decade gradually declining. But with growing energy demands in emerging markets, a call to end 'energy poverty' and efforts to ensure energy security, exploration to boost companies' portfolios remains ever impor…

1
EnergyCents- Ep 151: Carbon advantage: Brazil leverages CO2 in bid to reduce oil emissions intensity 35:38

10M ago35:38

35:38

Brazil ranks among the world’s top 10 oil producers due largely to success in deepwater exploration and production. Much of the country’s oil production has high percentages of associated carbon dioxide and methane that are reinjected into producing reservoirs to improve recoveries and limit emissions. S&P Global Commodity Insights Brazilian Upstre…

1
EnergyCents- Ep 150: Whack-a-mole: Car makers look to supply chain CO2 hotspots as EV emissions fall 27:46

10M ago27:46

27:46

Operating an internal combustion engine (ICE) vehicle traditionally accounts for about 75% of a car’s full lifecycle emissions. That percentage breakdown changes with the adoption of battery electric vehicles (BEV), which have zero tailpipe emissions. S&P Global Mobility expert Xi Wang joins EnergyCents hosts Hill Vaden and Sam Humphreys to discuss…

1
EnergyCents- Ep 149: Hand in glove: The importance of carbon accounting in emissions reduction 31:54

10M ago31:54

31:54

Titans of industry have long embraced the concept that what gets measured gets managed. Reaching consensus on measurable items like benchmarks, milestones, and definitions of success can be some of the most challenging parts of any multi-stakeholder plan. S&P Global Commodity Insights' Simon Thorne joins EnergyCents hosts Hill Vaden and Sam Humphre…

1
EnergyCents- Ep 148: Going Dutch: Heat pumps win market share in Netherlands decarbonization plan 28:59

11M ago28:59

28:59

Heat pump sales jumped 36% in the Netherlands in 2023, thanks to government incentives promoting the decarbonization of residential construction. S&P Commodity Insights experts Alexandre Mace and Francesco d’Aveck join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the rationale behind government planners’ heat-pump promotion and co…

1
EnergyCents- Ep 147: In the air tonight: the genesis of DAC business models 35:27

11M ago35:27

35:27

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-t…

1
EnergyCents- Ep 146: Refining the future: Wires and Barrels and Batteries (oh my!) 31:53

11M ago31:53

31:53

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…

1
EnergyCents- Ep 145: Chickens and eggs: Hydrogen policy wrestles with demand, supply stimulus 31:55

11M ago31:55

31:55

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 implicat…

1
EnergyCents- Ep 144: eRobot: Energy sector embraces AI in race to innovate and transform 31:28

12M ago31:28

31:28

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 energ…

1
EnergyCents- Ep 143: Ship shape: LNG poised for growth in a flat gas-demand world 30:51

12M ago30:51

30:51

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 c…

1
EnergyCents- Ep 142: Power Per Capita: The electrification of developing economies 31:48

12M ago31:48

31:48

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 Hum…

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IHS Markit | Energy Solutions Podcasts

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