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Energy Evolution: Daily Summaries Delivered
by S&P Global Commodity Insights
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, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast has merged with the Platts Future Energy podcast as of January 2025.
Latest Episodes
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- Today37 min
How the Iran war is challenging and changing Europe's gas market
After nearly four months, global commodity markets have shown both vulnerability and resilience amid the unprecedented disruptions caused by the Iran war. The European gas market is no exception. In this episode of Energy Evolution, host Eklavya Gupte examines the paradoxes shaping Europe's gas outlook. Gas prices in Europe have surged since the conflict erupted, yet remain far below the panic-driven highs of 2022 following Russia's invasion of Ukraine. Beneath the surface, however, a new set of risks is emerging: gas storage is filling at its slowest pace in years, and the market's reliance on LNG has left it increasingly exposed to fresh supply shocks. Matt Hoisch, senior gas and LNG reporter at Platts, part of S&P Global Energy, speaks with Jack Sharples, senior research fellow on the gas research program at the Oxford Institute for Energy Studies, about why prices haven't reached 2022 crisis levels, what current storage figures mean for winter volatility, and how the gas market's growing interconnectedness is amplifying uncertainty.
- 1 weeks ago28 min
How battery storage is transforming the power grid
It's hard to overstate how fast the battery energy storage industry is growing, and the impact that's having on the power sector. In 2025, US utilities and independent developers added 17.75 gigawatts of large-scale battery storage capacity, up 52% from 2024. Multiple forecasts suggest another 100 GW or more of large-scale battery capacity will come online in the US through 2030. To the extent utilities and power producers can meet the electricity demand projected to surge in coming years, batteries are going to be critical to the solution, supporting data centers, electric vehicles, domestic factories and other sources of increased load. In this episode, Dan Testa digs into these trends with Noah Roberts, executive director of the Energy Storage Coalition, and Mateo Jaramillo, CEO of Form Energy, a company building and deploying long-duration batteries using innovative iron air technology.
- 2 weeks ago21 min
Discussing data centers' grid impacts with Amazon Web Services
The growth of data centers, and the amount of electricity expected to be required to meet that demand, is probably the biggest issue in the US power sector. US grid power supplied to hyperscale, leased and crypto-mining data centers reached about 64.4 gigawatts in 2025, nearly tripling since 2020. And that growth is accelerating. In this episode, host Dan Testa speaks with Brandon Oyer, head of energy and water for the Americas at Amazon Web Services. Oyer breaks down what he describes as misperceptions regarding the water and power impacts of data centers, the ways in which many people rely on data centers without realizing it and how AWS works with utilities to develop new projects.
- 2 weeks ago21 min
Beyond molecules: The rise of environmental commodities
In this episode, host Eklavya Gupte sits down with Marijn van Diessen, CEO of STX Group, one of the world's leading environmental commodity traders. The conversation explores Europe's strategic pivot toward domestic energy sources, the explosive growth potential of biomethane as a gas substitute, and the surge in demand for renewable certificates driven by AI data centers — alongside the challenge of creating liquid markets for products that exist only as digital attestations. Van Diessen explains both the parallels and distinctions between environmental and traditional energy trading. Like oil and gas, environmental commodities require logistics, storage and physical infrastructure. But unlike fossil fuels, they're far more sensitive to regulatory shifts — where a single policy change can trigger volatility as dramatic as any geopolitical shock.
- 4 weeks ago23 min
How the war in Iran is accelerating Asia's energy transformation
In this episode, host Eklavya Gupte explores how the war in the Middle East has exposed Asia's deep reliance on fossil fuels while also accelerating the region's energy transition. Ruchira Singh, energy transition editor at Platts, part of S&P Global Energy, speaks with Nobuo Tanaka, chair of the steering committee at the Innovation for Cool Earth Forum and former executive director of the International Energy Agency, about the emerging dynamics between petrostates and electrostates, and where Asia stands on the threshold of its energy future. Echoing the 1970s oil shocks that gave rise to the LNG market, Tanaka believes this crisis will spark another tectonic shift, elevating renewables to the mainstream and fast-track Asia's electrification. From faster electric vehicle adoption to expanding low-carbon hydrogen trade and strengthened regional collaboration, Asia is poised to respond with a decisive shift toward cleaner, more resilient energy systems, he argues.
- May 12, 202620 min
From crisis to resilience: How renewables are strengthening Europe's energy security
The war in the Middle East has put energy security back at the top of Europe's political agenda. For many, it brings back uncomfortable memories of 2022, when Russia's invasion of Ukraine triggered an energy crisis that forced governments to scramble for solutions. But this time, something is different. In this episode of Energy Evolution, host Eklavya Gupte speaks with Alex Blackburne, senior reporter at S&P Global Energy, who recently sat down with Miguel Stilwell d'Andrade, CEO of Portugal's EDP — one of Europe's largest utilities and a major player in renewable energy. Stilwell d'Andrade explains why Europe's power system is more resilient now than it was four years ago, driven by the region's massive expansion of wind, solar and storage. But progress hasn't been uniform, and the EDP CEO argues that consistent policy execution, as opposed to new measures, is what Europe needs most to secure its energy independence.
- May 5, 202635 min
How EU's methane rules could upend global gas trade
The EU's methane emissions framework has drawn pushback from major gas producers and industry groups, warning that critical implementation details remain undefined even as a key 2027 regulatory deadline looms. In this episode of Energy Evolution, host Eklavya Gupte asks whether Europe's methane regulation will set a new global standard for climate accountability or trigger an energy crisis by impacting long-term contracts and reshaping global gas trade flows. Desmond Wong, global lead for low-carbon gas pricing at Platts, part of S&P Global Energy, interviews two experts on the legislation's far-reaching implications. First, Doug Wood, gas committee chair at Energy Traders Europe, explains the commercial realities facing importers: unclear penalties, missing verification standards, and the regulatory gaps that could prevent companies from signing new supply deals. The conversation then turns to Max Mucenic, senior principal emissions analyst at S&P Global Energy Horizons, who breaks down the technical challenge of measuring methane across complex supply chains and discusses why wide variations could determine which suppliers win or lose access to European markets.
- Apr 28, 202622 min
Southern Company CEO Chris Womack on AI, power demand and affordability
Chris Womack is chairman, president and CEO of Southern Company, one of the largest investor-owned, regulated utility holding companies in the US. Its electric and gas subsidiaries serve more than 9 million customers in Alabama, Georgia, Illinois, Mississippi and Tennessee. In this episode, co-host Dan Testa sits down with Womack to discuss the many issues facing the US power industry, including how utility capital spending impacts affordability, federal loan guarantees, coal-fired power plant extensions, as well as rising power demand forecasts driven by data centers and AI.
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About 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, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast has merged with the Platts Future Energy podcast as of January 2025.
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