最高の Platts ポッドキャスト (2024)

1
Navigating the new and old: what lies ahead on India’s energy transition map? 36:01

7d ago36:01

36:01

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, Consult…

1
Deconstructing the European carbon market's price slump 24:39

1M ago24:39

24:39

The price of emissions in the world’s largest compliance carbon market –the EU’s Emissions Trading System– has fallen sharply so far in 2024, driven by economic uncertainty, weaker industrial activity and lower gas prices. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Testa and Scott Chen discuss the reasons behin…

1
What lies ahead for climate policy after COP28 25:16

4M ago25:16

25:16

As the dust settles after COP28, with world leaders finally agreeing to shift energy systems away from fossil fuels, scrutiny of the climate impact of energy policy is set to intensify in 2024. The thorny issue of finance is likely to dominate the climate debate this year, and with economic and geopolitical uncertainty still dominating the headline…

1
It's blue-sky thinking for sustainable aviation fuel markets 28:17

4M ago28:17

28:17

There's just over a year to go until the EU introduces its sustainable aviation fuel mandate. S&P Global Commodity Insights' Seb Lewis, associate director for biofeedstocks and biofuels consulting, speaks with Stephen Li, associate director for biofuels research and analysis, and Simone Burgin, associate editor for biofuels pricing. The team discus…

1
Trash to Treasure: The role of UCO and POME in energy transition 25:50

5M ago25:50

25:50

Waste feedstocks in the form of Used Cooking Oil and Palm Oil Mill Effluent have been hitting headlines in the biofuels sphere – touted as the next generation of energy feedstocks. Feedstock flexibility appears to be a dominant trend over the next few years, and legislations across many countries look set to propel demand of waste-based feedstocks.…

1
Emerging battery technologies: Alternative long-term energy storage solutions on the rise 25:08

5M ago25:08

25:08

The growing use of renewable energy and the phasing out of fossil fuels is creating a large flexibility gap that needs to be filled by clean technologies such as energy storage. Long-term storage technologies are critical to solar and wind power, addressing the challenge of intermittency. While lithium-ion stands as the incumbent, scaling it for ex…

1
COP28 is a pivotal moment for carbon markets: can countries move forward on Article 6? 25:21

5M ago25:21

25:21

Article 6 of the Paris Agreement is seen as an essential enabler of international emissions trading, providing countries and businesses with a key pathway to meet and accelerate their climate goals. However, many key decisions and rules around the use of Article 6.2 and Article 6.4 need to be clarified at the COP28 climate summit in Dubai in order …

1
Emerging battery technologies: Will sodium-ion batteries be a low-cost game changer? 17:43

7M ago17:43

17:43

In this series of podcasts, we explore and compare different battery chemistries against the dominant lithium-ion battery sector. Sodium-ion batteries have emerged as a strong competitor to lithium-ion batteries, particularly in the energy storage sector. Some have even hailed it as a game-changer in the entry-level or low-cost EV segment, and that…

1
American steelmakers lead in clean production amid global decarbonization efforts 18:52

7M ago18:52

18:52

Against the backdrop of Europe’s Carbon Border Adjustment Mechanism and a self-imposed deadline for a US Global Arrangement on Sustainable Steel and Aluminum, American steelmakers are stepping up investments in clean energy and working to ensure efforts to produce lower-emissions steel are recognized on the global stage. So how will policymakers vi…

1
Carbon credits seek to regain credibility amid growing scrutiny 24:43

7M ago24:43

24:43

Voluntary carbon markets are facing a critical moment in their short history. Questions about the integrity and effectiveness of many carbon projects have led to a sharp fall in prices and liquidity. However, a series of quality and transparency initiatives are being adopted to restore confidence in offsets. S&P Global Commodity Insights' experts E…

1
Unpacking Big Oil’s risky bet on German offshore wind 22:03

7M ago22:03

22:03

The hefty premiums paid by BP and TotalEnergies in Germany’s latest offshore wind auction reflect the value these companies place on diversification – but do the economics stack up? Competition for offshore concessions has been fierce, but the sector is also under extreme cost pressure from stressed supply chains and rising inflation. S&P Global Co…

1
Renewable natural gas is headed for the moon 18:18

8M ago18:18

18:18

Renewable Natural Gas – also known as RNG or biomethane — has gained attention in recent years as a lower-carbon replacement for conventional fossil natural gas. Rising demand for RNG has helped push prices for the associated environmental attributes up to anywhere from five to forty times the price of physical natural gas. As the market has grown,…

1
Decarbonization efforts in India: how ready is the steel industry? 18:01

8M ago18:01

18:01

India has an ambitious target to double the steel production capacity by 2030 from current levels. While the steel industry gears up for this expansion, concerns of higher carbon emissions loom large amid India lacking a distinct roadmap for decarbonization and its carbon neutrality target set as far ahead as 2070. At the same time, Europe is geari…

1
How is Europe’s steel industry rising to the challenge of energy transition 20:31

9M ago20:31

20:31

The European steel industry is at the forefront of developing a market for lower CO2 emission steel. New production processes are being implemented, new products are being offered, but the green steel market is lacking standardization at the same time. Standardization of carbon-accounted products is one of many items on the European Commission’s en…

1
Battery metals wanted: The US' race to decarbonize (part 2) 12:37

9M ago12:37

12:37

Amid global efforts to decarbonize, US President Joe Biden's administration has set an ambitious goal to have 50% of all new vehicle sales in the US be electric by the end of this decade. However, making this shift will be heavily reliant on securing supply of battery metals. As countries around the globe are racing to electrify, Latin America, wit…

1
Battery metals wanted: The US' race to decarbonize (part 1) 21:05

10M ago21:05

21:05

Amid global efforts to decarbonize, US President Joe Biden’s administration has set an ambitious goal to have 50% of all new vehicle sales in the US be electric by the end of this decade. However, making this shift will be heavily reliant on securing supply of battery metals. As countries around the globe are racing to electrify, Latin America, wit…

1
PPAs as a key driver to meet Europe's climate targets 23:03

11M ago23:03

23:03

Power Purchase Agreements (PPAs) were born out of Europe's desire to wean itself off renewable energy subsidies. PPAs are now becoming more common across the region as more companies use them as a key risk hedging and decarbonisation tool. From a very niche industry, PPAs are becoming mainstream, with companies now having entire PPA departments, wh…

1
Wild West or emerging market? Certified natural gas gains steam in the US 24:04

12M ago24:04

24:04

With investors, importers, and the public paying more attention to greenhouse gas emissions from fossil fuel production, US natural gas producers have increasingly turned to third-party certifiers to attest that they are responsible operators. Wyoming gas producer PureWest Energy has been on the forefront of the emerging certified gas market, havin…

1
Black Mass: battery recycling to play a critical role in EVs globally 21:49

1y ago21:49

21:49

Battery production offcuts and end-of-life batteries are collected, dismantled and shredded to produce black mass from which critical materials such as lithium, nickel, cobalt and manganese can be extracted. The recycling of black mass has become increasingly important as a supplement to virgin material supply and to reduce the carbon footprint of …

1
The future of nuclear energy (part 2) 21:06

1y ago21:06

21:06

In a time of geopolitical strife, economic uncertainty, and energy transition, nuclear power is edging more and more into the spotlight. Countries are looking to decarbonize, boost their energy security and adjust to shifting trade flows. In the second episode of this special two-part series, S&P Global nuclear news and analytics experts Bill Freeb…

1
The state of nuclear energy (part 1) 14:22

1y ago14:22

14:22

In a time of geopolitical strife, economic uncertainty, and energy transition, nuclear power is edging more and more into the spotlight. Countries are looking to decarbonize, boost their energy security and adjust to shifting trade flows, with nuclear power seen by some as a way to advance on all these fronts. Policymakers are dangling attractive i…

1
Cozy 23:28

1y ago23:28

23:28

SUNY Plattsburgh students Melissa Forte, Angelina Briggs, Ryan Szuch, and Jaden McLeod discuss what makes them Cozy. Student life can be quite the rollercoaster and four students break down what helps them hold it all together. From wellness to family listen to their stories. Copyright 2023 SUNY Plattsburgh. All rights reserved.…

1
NBA Hoop Dreams 18:10

1y ago18:10

18:10

SUNY Plattsburgh students Vinny, Myles and Payton talk with 1990 Plattsburgh Grad and Alum, Cheryl Stallings- Vice President of Global Content & Business Operations of the National Basketball Association India and NBA Asia. Follow as they discuss the positive affects of mentorship, her career since being a student at Plattsburgh State, her day to d…

1
Where I Call Home 22:38

1y ago22:38

22:38

Host Garrett Jones interviews three fellow students about where they call home and what they had to get used to in coming to Plattsburgh. Garret is from Lowville, Melissa is from Brooklyn, Eli is from Manhattan and Hunter hails from Long Island. Copyright 2023 SUNY Plattsburgh. All rights reserved.Plattsburgh State Students による

1
Life as an International Student 28:41

1y ago28:41

28:41

Admen, Mila, and Zahwa talked about their life as an international student studying in the United State, sharing their opportunity and experience one could never think of. Copyright 2023 SUNY Plattsburgh. All rights reserved.

1
From Plattsburgh to Hollywood 41:37

1y ago41:37

41:37

Garret, Mellissa and Jessica talk to SUNY Plattsburgh alumnus Trevor Kent, class of 2014 about his career and journey to the entertainment capital of the world. Copyright 2023 SUNY Plattsburgh. All rights reserved.Plattsburgh State Students による

1
The Real Deal 20:00

1y ago20:00

20:00

Melissa, Admen, Garrett & Jaden discuss their life in college and explore the reasons why they chose SUNY Plattsburgh and how this compared to other colleges they applied to. Audio Engineered by Jessica Tafuri Copyright 2023 SUNY Plattsburgh. All rights reserved.Plattsburgh State Students による

1
How will the EU's Carbon Border Adjustment Mechanism affect global trade and carbon pricing? 25:59

1y ago25:59

25:59

The European Union’s implementation of a Carbon Border Adjustment Mechanism (CBAM) to support its industry’s efforts to decarbonize and prevent carbon leakage is likely to have far-reaching effects on global trade and the wider energy transition. S&P Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Evans and Paula VanLan…

1
Braking Ahead: Understanding the risks to EV sales and battery metals markets in 2023 24:15

1y ago24:15

24:15

Join S&P Global experts from our Commodity Insights and Mobility divisions as they delve into the potential roadblocks facing the electric vehicle market in 2023. From fluctuating lithium prices to the phasing out of government subsidies, learn how these factors may impact EV sales and the battery metals market. Stay ahead of the curve as we naviga…

1
Could ammonia facilitate Europe’s green hydrogen revolution? 24:03

1+ y ago24:03

24:03

Green ammonia is a leading contender as a hydrogen carrier for the energy transition, providing a ready end market and a means of transporting the product over long distances. S&P Global Commodity Insights energy transition reporter James Burgess talks to hydrogen analyst Matthew Hodgkinson and pricing managing editor Mario Perez to explore ammonia…

1
How ESG shapes the development of battery supply chains 16:15

1+ y ago16:15

16:15

Despite serving multiple purposes in the energy transition, batteries have their own footprint, and downstream players want to have that addressed. With automakers on the driving seat, ESG requirements over the battery supply chains have been spreading out, despite the lack of standardized guidelines. In this episode of the Platts Future Energy pod…

1
Middle East promotes compatibility of energy security and energy transition 19:20

1+ y ago19:20

19:20

Gulf countries attending the ADIPEC conference in October made it clear that oil and gas will be needed for decades to come, and the region has the least carbon-intensive barrels to fuel a global economy seeking to lower its emissions. How does this play against the United Nations’ assertion that new hydrocarbon investments are incompatible with cr…

1
Will the Inflation Reduction Act help US low-carbon hydrogen outpace the EU? 20:56

1+ y ago20:56

20:56

Plug Power, one of the leading green hydrogen companies in the US, has put a lot of investment and attention in the European green hydrogen market over the years. But its attention is now expected to shift back to the US side of its business following the passage of the Inflation Reduction Act and its generous hydrogen tax credits. There’s broad co…

1
COP27: A critical year for global climate talks 21:14

1+ y ago21:14

21:14

With geopolitical and economic pressures altering the context dramatically since the last meeting in Glasgow, S&P Global Commodity Insights tackles the most pressing questions ahead of this global climate gathering. Vandana Sebastian speaks to Roman Kramarchuk and Dan Klein on what to expect at COP27, whether countries can reach a consensus on clim…

1
Beyond Australia's climate wars: hydrogen and decarbonization goals 32:32

1+ y ago32:32

32:32

Australia has accelerated its climate ambitions with a new commitment to cut emissions by 43% by 2030, which translates into having about 82% renewable power in its energy mix. Alongside that, the 2019 National Hydrogen Strategy aims to position the country as a top global exporter of the energy carrier. Demonstrations, pilot projects and hubs are …

1
Are the nickel and cobalt chemical markets shifting away from traditional pricing mechanisms? 16:40

2y ago16:40

16:40

Nickel and cobalt chemical prices have traditionally been determined by their respective finished metal prices, but lately they have shifted towards each being priced independently. Both nickel and cobalt metal are not driven by battery demand, so participants in the chemical products markets are seeking alternatives. In this episode of the Platts …

1
Emissions benchmarking in crude markets 24:18

2y ago24:18

24:18

In this episode of the Platts Future Energy podcast, Varaleka Pant and Arsalan Syed discuss with Deb Ryan the importance of evaluating the carbon intensity for crude and some of the major global crude grades, and explain the need for standards in this space to ensure consistency in low carbon crude trading. Tell us more about your podcast preferenc…

1
Crunch time for EU carbon market reform as legislators finalise negotiating positions 30:43

2y ago30:43

30:43

Attempts to overhaul the EU Emissions Trading System have entered a crunch period as the European Parliament and European Council aim to finalise their negotiating positions by the end of June. The EU Parliament rejected draft legislation proposed by lawmakers in its plenary vote on June 8, but is preparing for a second vote on June 22. EU ETS revi…

1
US ethanol industry eyes CCS to boost long-term demand 21:09

2y ago21:09

21:09

As the US ethanol industry pursues carbon capture and sequestration projects, producers are looking at the effects of lower carbon intensities in markets with low carbon fuel standards and in future industries like sustainable aviation fuel produced from ethanol. The voluntary carbon credit market for technology-based carbon capture could also attr…

1
How has China's 'zero-COVID' strategy impacted battery supply chains? 17:12

2y ago17:12

17:12

China's "zero-COVID" strategy saw the country entering multiple provincial lockdowns. While this has hit electric vehicle production, the impact on battery materials production has been limited. Prices of battery metals, especially lithium, have fallen for the first time in 18 months. What implications do such events have on an already stressed sup…

1
How Putin’s war in Ukraine is accelerating hydrogen in Europe 22:27

2y ago22:27

22:27

When Putin invaded Ukraine in February, the industry wondered whether it would set back Europe’s ambition to develop a low-carbon hydrogen market. Already, we have seen quite the opposite. The EU, member states and other countries are doubling down on clean energy commitments, with hydrogen at their heart. S&P Global Commodity Insights’ James Burge…

1
Understanding methane one commodity at a time 12:55

2y ago12:55

12:55

Methane is everywhere, but it poses a particular problem in natural gas production. Head of Low Carbon Commodities Deb Ryan is joined by Emmanuel Corral and Paula VanLaningham to discuss the unique problems posed by methane emissions in the fight against climate change, and S&P Global Commodity Insights’ new Methane Intensity assessments. Using a t…

1
EnergyX aims to improve lithium extraction and battery technology to fuel the energy transition 24:53

2y ago24:53

24:53

Global demand for lithium and other materials used in electric vehicle batteries, consumer electronics and myriad other applications is rapidly increasing. And as demand for those commodities grows, so do prices. An orderly energy transition from fossil fuels to cleaner energy resources will require a steadily rising supply of critical metals to ke…

1
The rise of Asia’s carbon trading hubs 27:01

2y ago27:01

27:01

Asia’s carbon markets are on a trajectory of rapid growth as demand for carbon offsets rises and regional governments work towards net-zero commitments. While turmoil in global energy markets has temporarily shifted attention to energy security, commodity trading hubs like Singapore are pushing ahead with plans to become a carbon trading powerhouse…

1
Battery metals pricing evolves as EV transition accelerates 20:38

2y ago20:38

20:38

Battery metal prices have been escalating, placing price pressure on battery pack costs and overall EV adoption. Furthermore, buying practices and the make up of long term contracts have experienced radical changes in the past 18 months, including the adoption of indexation mechanisms. In this episode of the Platts Future Energy podcast, S&P Global…

1
Sustainable gas and nuclear investment: unpacking the EU’s taxonomy guidance 18:30

2y ago18:30

18:30

The addition of nuclear and natural gas to the EU’s sustainable finance taxonomy provoked a furious response from dissenting quarters. S&P Global Platts analysts detail the proposals, discuss their likely significance and crucially, look at future gas and nuclear investments through the prism of today’s highly unstable markets. Tell us more about y…

1
Battery pack costs on the rise: will it slow down EV adoption? 17:50

2y ago17:50

17:50

For the first time in over a decade, battery pack costs started to increase —even in the low cost segment. Battery packs are the main cost component in an electric vehicle (EV), meaning that this uptrend should either squeeze manufacturers’ margins or lead to higher EV price tags. Henrique Ribeiro (S&P Global Platts) and Alice Yu (S&P Global Market…

1
Renewable Capture Prices: Wind and solar revenues and future potential 11:14

2+ y ago11:14

11:14

The growth in renewable generation is the central plank in meeting Europe’s 2050 carbon net-zero targets, but as more wind and solar assets come on line and as more are exposed to merchant prices, the price cannibalization risk for these assets increases. In the latest episode of the Platts Future Energy podcast, our experts take a closer look at b…

1
Breaking the myths on battery recycling 26:26

2+ y ago26:26

26:26

In addition to powering electric vehicles, batteries will play an essential role in the energy transition story by optimizing intermittent clean energy sources such as wind and solar. But what happens to batteries in their end-of-life? Although it can still be optimized, battery recycling technology already exists; but despite its potential to alle…

1
Hydrogen and the path towards decarbonization 17:38

2+ y ago17:38

17:38

Hydrogen has received extraordinary policy support over the past year, with nations worldwide racing to publish national hydrogen strategies. These roadmaps provide a decade-long pathway to developing wide-scale utilization of low-carbon hydrogen as a means to achieving deep decarbonization in otherwise problematic sectors. In this episode of the S…

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