Best SP Global Commodity Insights Podcasts (2025)

1
The rise of battery recycling and black mass markets amid global EV adoption 24:12

2h ago24:12

24:12

Global electric vehicle adoption is increasing the demand for recycled battery raw materials. While the recent slowdown in EV sales growth and an oversupply of battery metals have weighed on battery recycling in some regions, the recognition of black mass as a sustainable source of critical raw materials has cemented its strategic importance in the…

1
Navigating climate project finance in a shifting political landscape 24:34

4h ago24:34

24:34

In this episode of Energy Evolution, host Taylor Kuykendall moderates a panel discussion at the Tom Tom Festival in Charlottesville, Virginia, focusing on the question of how to fund solutions to climate change. The panelists highlighted the current challenges faced by climate tech companies in securing funding, particularly in a volatile political…

1
From tariffs to OPEC+ output increase – how will Asia navigate through the changes? 31:14

5d ago31:14

31:14

The sweeping reciprocal tariffs announced by the United States in early April, followed by China's retaliatory levies on US imports, along with OPEC+'s decision to significantly increase output in May, have driven Platts Dated Brent to its lowest level since April 2021. As one of the largest oil-importing regions, Asia is poised to face substantial…

1
Charting a new course: The global deal that aims to make shipping green 22:41

7d ago22:41

22:41

The International Maritime Organization recently agreed to a global deal to tackle shipping emissions after over a year of tense and fraught talks, with the US dramatically exiting discussions. The agreement includes mandatory marine fuel standards and a carbon trading mechanism. It will need to be adopted in October, but some countries still vocal…

1
Two weeks after Trump’s ‘liberation day’ - how have the oil paper and physical markets responded? 18:39

12d ago18:39

18:39

Following the swathe of protectionist tariff measures announced by US President Donald Trump April 2nd, the crude oil complex was sent into a frenzy, with market outlook rapidly souring. But interesting patterns in both the paper and physical markets have been materializing. In this episode of the Oil Markets podcast, Joey Daly leads an in-depth di…

1
A dose of realism for Europe’s CBAM 38:30

14d ago38:30

38:30

Efforts to simplify the EU’s Carbon Border Adjustment Mechanism reflect a broader struggle within the bloc to balance environmental goals with economic realities. In this episode of Energy Evolution, host Eklavya Gupte speaks with Commodity Insights senior director Coralie Laurencin, Dan Maleski of Redshaw Advisors, and Nick Ogilvie of CarbonChain,…

1
More players bring competition to Brazil’s refined products markets 31:45

19d ago31:45

31:45

“O Petróleo é Nosso,” or “The Oil is Ours,” was a popular slogan central to the founding of Brazil’s state-owned oil company, Petrobras, in 1953. The slogan can also be interpreted more broadly, as Brazil’s refined products markets have opened to more participants, leading to a surge in spot market activity and price transparency. As a result, Plat…

1
Chinese jet fuel remains bright spark in latest export quota tranche 8:18

20d ago8:18

8:18

China’s latest round of oil product export quotas had tightened compared to the same tranche a year ago. However, healthy margins and strong aviation recovery have pretty much cemented jet fuel’s position as the king of the barrel for Chinese exporters, though turbulence remains. S&P Global Commodity Insights’ Asia oil news editor, Neo Rong Wei dis…

1
Low-carbon methanol awaits regulatory backing for transportation use 23:55

21d ago23:55

23:55

The global methanol market is seeing emerging demand for low-carbon transportation fuels, with particular focus on marine fuels, driven by a need to decarbonize global shipping without disrupting supply chains. While conventional methanol has a history of being used as a transportation fuel, there are many new technologies designed to produce metha…

1
Will Trump's executive orders increase US mining activities 29:25

21d ago29:25

29:25

This episode of Energy Evolution focuses on the recent executive order signed by President Donald Trump to boost domestic mineral production in the US. This order seeks to reduce reliance on foreign mineral supplies, particularly from China, which dominates the mining and refining sectors for critical minerals. Lithium, cobalt, nickel, and rare ear…

1
Fuelling change: May 1st Mediterranean Emissions Control Area and marine fuels 25:08

27d ago25:08

25:08

With the May 1st deadline for Mediterranean Emissions Control Area fast approaching, marine fuel suppliers and shipowners are bracing for impact. In this episode of the Oil Markets podcast, Rowan Staden-Coats is joined by Jan Kedzior and Tommy Petrou to discuss the different fuel options vessels have to comply with the upcoming sulfur emission regu…

1
Russian gas in Europe: Is there a way back? 18:18

28d ago18:18

18:18

Having ramped down imports of Russian gas at the start of the Russia-Ukraine war, the European Union may need to answer industry calls for higher imports if peace or a ceasefire are achieved. But will politicians be comfortable with this, and what about the damaged Nord Stream pipelines? And how does the US approach the topic, having become a major…

1
Alumina, aluminum markets react to tariffs, new capacity plans 17:59

28d ago17:59

17:59

Will US tariffs reshape aluminum trade flows? How will new alumina capacity out of Indonesia impact prices? In this podcast, Asia nonferrous metals team lead Jenson Ong is joined by Louissa Liau, associate price reporter for Asia nonferrous metals, and Lucy Tang, market news specialist for Asia metals to discuss the latest developments across the a…

1
Mexico’s chicken meat importers mull options in case of trade war 21:38

1M ago21:38

21:38

Exporters of chicken meat from the US have been mulling what might happen to their trade in the event of a trade war. Mexico is their largest customer, and Brazil is their largest competitor. However, those US exporters supply fresh, brown chicken meat to Mexico, and they’re quietly confident of their ability to hold onto that market. William Bland…

1
Ceasefire, sanctions and tariffs: implications for Asian oil flows 30:50

1M ago30:50

30:50

Russia's temporary halt on attacks on Ukraine's energy infrastructure has raised hopes of the two countries eventually moving towards a peace deal, followed by the potential lifting of sanctions. This has also prompted a debate on whether any normalization of Russian oil flows could lead to an immediate reduction in flows from Russia to Asia—mainly…

1
Global copper markets navigate trade flow shifts and smelting challenges 15:04

1M ago15:04

15:04

Copper smelter margins have been facing noticeable pressure in recent months as copper concentrate TC/RCs plunged on tight supply, will this mean more production cuts upcoming? Primary copper prices, premiums, and even byproduct sulfuric acid charges, meanwhile, have been rising. Can these offer enough relief to smelters amid record-low TC/RCs? In …

1
Europe's Clean Industrial Deal: Will it work? 22:11

1M ago22:11

22:11

As global competition and trade tensions rise, the EU Commission has pledged to create a supportive business environment for cleantech manufacturing and deployment, including €100 billion in support for manufacturing. But will this be enough to stave off the risk of deindustrialization? In this episode of Energy Evolution, podcast correspondent Cam…

1
CERAWeek: How shifts in the US government are influencing private, public investment 39:00

1M ago39:00

39:00

In this episode of Energy Evolution, host Taylor Kuykendall chats with Ernest Moniz, founder and CEO of the EFI Foundation and the former US Department of Energy Secretary during the Obama administration. We'll also talk to Vast Energy CEO Craig Wood and Plug Power Chief Strategy Officer Sanjay Shrestha. The discussions, held on the sidelines of th…

1
Gasoil in the Mediterranean: emissions control zones and emerging opportunities 14:52

1M ago14:52

14:52

The Mediterranean gasoil market is undergoing significant changes as new Emission Control Zones come into effect, drastically altering sulfur limits for marine fuels. In this episode of the Oil Markets podcast, our experts explore the evolving role of gasoil, an important middle distillate that is often overshadowed by diesel and jet fuel. Host Joe…

1
CERAWeek: Three utility CEOs on energy transition, AI demand and changing US politics 32:10

1M ago32:10

32:10

In this episode of Energy Evolution, host Taylor Kuykendall engages with more industry leaders at CERAWeek, including Maria Pope, CEO of Portland General Electric; John Pettigrew, CEO of National Grid; and Rebecca Kujawa, CEO of NextEra Energy. The discussion revolves around the rapid growth of datacenters and the evolving energy landscape. Pope hi…

1
CERAWeek: Opportunities and challenges for the US lithium battery supply chain 24:18

1M ago24:18

24:18

In this episode of Energy Evolution, co-host Taylor Kuykendall delves into developments in battery technology with Pure Lithium founder and CEO Emilie Bodoin and explores methods for extracting lithium with International Battery Metals CEO Iris Jancik from the sidelines of the CERAWeek by S&P Global conference. The episode also addresses electric v…

1
CERAWeek: Navigating the evolving landscape of carbon markets with Trafigura 22:05

1M ago22:05

22:05

In this episode of Energy Evolution, host Taylor Kuykendall sits down with Hannah Hauman, head of carbon trading with multinational commodities company Trafigura, to learn more about the world of carbon markets. After a brief overview of carbon markets, listeners will learn more about the impacts of geopolitical changes, artificial intelligence and…

1
CERAWeek: Takeaways on power, permitting, and policy 22:30

1M ago22:30

22:30

As CERAWeek by S&P Global wraps up, Taylor Kuykendall sits down with Commodity Insights co-president Dave Ernsberger, LNG news reporter Corey Paul and power news reporter Kassia Micek to tease out the interesting themes and moments from the conference. With the AI race front and center at CERAWeek, some of the biggest conversations revolved around …

1
Bonus episode: At CERAWeek, big tech and big energy cozy up 17:48

2M ago17:48

17:48

The tech industry came in hot at the CERAWeek by S&P Global conference in 2025, and the conversation shifted from decarbonization and energy security in previous years to boosting the energy industry as a key piece of the AI race. In this bonus episode, Commodity Insights co-president Dave Ernsberger joins Americas oil news director Jeff Mower to r…

1
CERAWeek: Why grids are the missing piece in energy-blessed America 30:47

2M ago30:47

30:47

Grid planning and capacity optimization in the US have much room for improvement, for instance through new AI capabilities, Arshad Mansoor, president and CEO of the Electric Power Research Institute (EPRI), says on the sidelines of the CERAWeek by S&P Global conference. Increased flexibility could stave off the potential of rising power bills for g…

1
Weak Northwest European gasoline and naphtha fundamentals challenge seasonal expectations 15:17

2M ago15:17

15:17

The beginning of spring marks the start of gasoline's seasonal transition from winter into summer specification but the market fundamentals remain under pressure on the prompt. Gary Clark is joined by Dias Kazym and Matthew Tracey-Cook to discuss how weak gasoline fundamentals extended to the European naphtha market, which also faces challenging pe…

1
CERAWeek: Siemens Energy exec sees Trump as a boon for its North American business 15:55

2M ago15:55

15:55

“One difficulty may be the wind side,” says Rich Voorberg, president of the North America hub of energy equipment provider Siemens Energy, on the sidelines of the CERAWeek conference in Houston. Meanwhile, the gas turbine and grids divisions are struggling to keep pace with surging demand, Voorberg tells Energy Evolution host Taylor Kuykendall. Whe…

1
CERAWeek: FERC chairman lays out demand challenge facing US grids 14:36

2M ago14:36

14:36

As power demand rockets thanks in part to datacenter operators, the US grid needs more dispatchable power, FERC chairman Mark Christie tells Energy Evolution host Taylor Kuykendall on the sidelines of the CERAWeek by S&P Global conference in Houston. Taylor will be hosting additional episodes in addition to Energy Evolution's typical weekly schedul…

1
Adapting climate strategies as US sees shift in political support for the energy transition 16:12

2M ago16:12

16:12

In this episode of Energy Evolution, host Taylor Kuykendall speaks with Mark Brownstein, leader of energy transition efforts at the Environmental Defense Fund about environmental and climate priorities related to the energy transition in 2025. They discuss the evolving geopolitical landscape impacting energy policies, the role of market forces in a…

1
Trump tariffs highlight US refiner dependence on Mexico and Canada 20:47

2M ago20:47

20:47

New US tariffs on imports from Canada and Mexico are highlighting the dependence of US refiners and consumers on crude and refined products from both countries. Why is the US Atlantic Coast in particular exposed to the supply and price impacts of the tariffs? Who will eat the costs of tariffs on Canadian crude? Jeff Mower speaks with senior refinin…

1
Previewing CERAWeek: What world energy leaders will talk about in Houston 13:24

2M ago13:24

13:24

In this episode of the Energy Evolution podcast, host Taylor Kuykendall discusses the upcoming CERAWeek conference, scheduled for March 10-14 in Houston. He is joined by Ken Downey, Executive Director of Innovation Agora at CERAWeek, and Naki Mendoza, director of CERAWeek Programs at S&P Global. Key topics for this year's conference include the cha…

1
India Energy Week shines spotlight on policies, diplomacy and supply strategy 17:44

2M ago17:44

17:44

India Energy Week brought together thought leaders, industry pioneers and curious minds from around the globe to discuss the future of energy in India and beyond. From shifting spotlight of oil producers towards India to the optimism around clean energy, such as hydrogen and biofuels, the event witnessed discussions and debates around India's curre…

1
War & emissions: The climate costs of conflict 30:59

2M ago30:59

30:59

On Energy Evolution this week, Eklavya Gupte and Rosemary Griffin examine the often-overlooked environmental ramifications of military conflicts as we mark the third anniversary of the Russia-Ukraine war. Lennard de Klerk, who has studied the climate impact of this war, gives us some insights into how warfare, fuel consumption, forest fires, attack…

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SP Global Commodity Insights Podcasts

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