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by S&P Global Commodity Insights
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- 5 days ago29 min
Charif Souki on the Future of LNG: Glut Myths, Infrastructure, and Global Demand (Ep. 244)
This week on EnergyCents, Hill Vaden and Sam Humphreys speak with LNG pioneer Charif Souki about the extraordinary rise of the US from LNG importer to global export leader — and what that means for markets, infrastructure, and energy security. Souki pushes back on fears of an LNG glut, warns that the Permian gas bottleneck is becoming economically unsustainable, and argues that AI-driven power demand is forcing a fundamental rethink of how quickly the industry can build. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
- 1 weeks ago21 min
Talking emissions accounting with Carbon Measures (Ep. 243)
Carbon Measures represents a coalition of businesses working to reduce emissions by establishing a more accurate carbon accounting framework. Carbon Measures CEO Amy Brachio joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to discuss how applying financial accounting principles to emissions measurement can help align performance standards and help businesses differentiate their products. Learn more about Carbon Measures at: https://www.carbonmeasures.org/ Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
- 2 weeks ago14 min
Applying AI agents to industrial operations with UptimeAI (Ep. 242)
San Francisco-based UptimeAI develops agentic software that can diagnose root causes of problems discovered in the industrial processes of energy, chemicals, manufacturing and utilities sectors. The solution-seeking software then recommends corrective actions and uses continuous learnings to adapt over time. Uptime AI CEO Jagadish Gattu joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to discuss how venture-backed UptimeAI can expand its clients' profit margins by applying its agentic software and why the company is working toward an eventual IPO. Learn more about UptimeAI at: https://www.uptimeai.com/about/ Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
- 3 weeks ago19 min
Talking policy with the US Department of Energy (Ep. 241)
Energy policy has been a major focus of American politics for decades as government planners try to balance often competing priorities around affordability, availability, and climate. Dr. Ashley Nunes, Director of the Office of Policy at the U.S. Department of Energy, joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to share his perspectives from a little more than a year guiding policy with Secretary of Energy Chris Wright. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
- Apr 16, 202624 min
Don't stop believing: ReconAfrica's Namibia Journey
Namibia has been in the headlines for its giant offshore discoveries, which have opened up a wealth of opportunities in the region. But in 2025, ReconAfrica made the country's first onshore discovery, persevering with an exploration campaign that proves that if you trust in the geology, you might just find what you're looking for. ReconAfrica CEO Brian Reinsborough joins hosts Hill Vaden and Sam Humphreys live at CERAWeek 2026 to discuss the company's upcoming production tests and future opportunities in Namibia and Angola. Learn more about ReconAfrica at: https://www.reconafrica.com Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
- Apr 9, 202627 min
Critical Minerals, Critical Moment: Metals in the Spotlight at CERAWeek (Ep. 239)
In the second installment of the CERAWeek x EnergyCents specials, the focus is on critical metals and the impact the world's geopolitical situation is having on the supply and demand cycle. Joining hosts Hill Vaden and Sam Humphreys live in Houston is a friend of the podcast, Nick Trickett, S&P Global Energy Capital Insights expert, who shares his take on the global metals market and what to look for in the coming months. Learn more about CERAWeek at: https://www.ceraweek.com/en Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
- Apr 2, 202625 min
Reviewing CERAWeek 2026: Convergence, competition, and concerns about TSA wait times (Ep. 238)
CERAWeek anchored its 2026 theme around the title, "Convergence and Competition: Energy, Technology and Geopolitics," when the event hosted more than 12,000 participants in Houston this March. A palpable tension – unrelated to the energy event itself – also permeated this year's conference as travelers tried to time their departures for Houston's George Bush Intercontinental Airport with enough cushion to account for multi-hour TSA wait times. CERAWeek Executive Director Naki Mendoza joins hosts Hill Vaden and Sam Humphreys to discuss some of the biggest takeaways from CERAWeek 2026. Learn more about CERAWeek at: https://www.ceraweek.com/en Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
- Mar 26, 202638 min
Return of the...Crux: OB3 and tax credits
Co-founder and CEO of Crux, Alfred Johnson, returns to EnergyCents and hosts Hill Vaden and Sam Humphreys to catch up on what has been happening in the US tax credit space since the introduction of the One Big Beautiful Bill Act at the end of 2025. The discuss the uncertanties companies have faced at the end of 2025 and how things are moving forward into 2026. Find out more about Crux at: https://www.cruxclimate.com Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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About EnergyCents
IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.
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