Energy Evolution podcast

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30:14

"It is a scientific fact that these macaques, like all other primates, including humans, are communicating. They communicate in much the same way we do - facial expressions, vocalizations, body postures, those kinds of things." - Jeff Kerr Jeff Kerr is PETA foundations Chief Legal Officer. I asked him to come on the show to talk about one of PETA’s current lawsuits against the National Institutes of Health (NIH) and Nathional Institute of Mental Health (NIMH). PETA is arguing that the monkeys being tested on in a government run facility are capable of communication (or “are communicating”). And that we have a constitutional right under the First Amendment to receive their communications. This could be a game changer in allowing us to see what’s really going on in labs that are funded by taxpayer money, and which have so far been censored from public view. PETA’s lawsuit follows years of NIH’s attempts to deny Freedom of Information requests banning PETA executives from its campus and illegally censoring animal advocates’ speech on NIH’s public social media pages. Through the lawsuit, PETA is seeking a live audio-visual feed to see and hear real-time communications from the macaques who have been kept isolated, used in fear experiments, and had posts cemented into their heads. Anthropologists and other scientists have studied macaque and other primate communications for decades and know that the monkeys communicate effectively and intentionally through lip smacking, fear grimaces, body language, and various cries and sounds—all of which constitute speech under the law. Primatologists can analyze that speech on a deeper level to share their stories with the world.…

Energy Evolution

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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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Energy Evolution

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Energy Evolution

1
How tariff tensions are reshaping China's energy landscape 26:28

5 днів тому26:28

26:28

This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are reforming Chinese energy markets. Host Eklavya Gupte speaks with Ivy Yin, energy transition market specialist at S&P Global Commodity Insights, who explains how China is shifting toward a more inward-looking energy strategy by boosting domestic gas production to reduce LNG import dependency. She also talks about how Chinese cleantech manufacturers are refocusing their efforts on the domestic market amid trade uncertainties. We also interview Commodity Insights principal analyst Eric Yep, who shares his insights on how the trade duel with the US is affecting China's oil and gas imports, highlighting the role of US LNG as a possible bargaining chip in future negotiations. Adding a legal perspective, Henry Gao, a professor of law at Singapore Management University, discusses China's multifaceted trade diplomacy in an increasingly fragmented geopolitical landscape. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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Restoring trust and integrity for a new era in carbon markets 22:20

12 днів тому22:20

22:20

In the latest episode of Energy Evolution, host Eklavya Gupte speaks with Daniel Klier, CEO of South Pole, a key player in the carbon markets. As the industry grapples with a credibility crisis, Klier shares insights on the various initiatives the voluntary carbon market is undertaking to restore trust and foster a more resilient and robust ecosystem. He also discusses how South Pole has adapted its strategy to place a greater emphasis on compliance markets and Article 6 of the Paris Agreement, alongside a significant overhaul of its senior leadership team. Klier elaborates on the company's vision for leading the next phase of carbon market evolution and mobilizing substantial investments for climate action. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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Financing clean energy in a time of volatility 21:07

19 днів тому21:07

21:07

In this episode of Energy Evolution, Taylor Kuykendall interviews Jonathan Silver, chair of the Global Climate Council at Apollo Global Management and co-founder of the new advisory firm Multiplier. Silver, who was executive director of the US Department of Energy's Loan Programs Office during the Obama administration, shares insights on the current clean energy financing landscape and discusses his work with sustainability-focused startups. Silver emphasizes the importance of helping early-stage companies connect with customers and navigate the complexities of capital raising and exit strategies. Silver notes substantial changes in clean energy policies following the recent presidential administration shift, emphasizing that while regulatory environments may fluctuate, the momentum for clean technology is undeniable and irreversible. Silver also underscores the vital role of federal government support in advancing clean energy technologies, while also addressing the challenges posed by uncertainty in public policy. The discussion concludes with a look at future opportunities in clean energy, including advancements in solar, wind, battery storage, and water technologies, as well as the importance of addressing environmental tipping points.…

Energy Evolution

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Critical minerals and renewables: A new era of energy security 17:44

26 днів тому17:44

17:44

In this episode of Energy Evolution, host Eklavya Gupte speaks with Tim Gould, chief energy economist at the International Energy Agency (IEA). Gould shares his insights on how the expansion of renewables, coupled with geopolitics and evolving economic policies, is reshaping energy security. Gould explains the need to adapt energy supply security measures as the growth of clean energy leads to new risks, such as those arising from critical minerals and supply chain vulnerabilities. He also tells us how the IEA is beginning to see some shifts in broader energy investment trends due to a “climate of uncertainty" exacerbated by escalating trade tensions. This interview was recorded at the Summit on the Future of Energy Security in London, where representatives from over 60 governments and several energy companies convened to collaborate on the key issues facing energy markets. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

5 weeks тому24:34

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 and economic landscape. Their conversation delves into the complexities of measuring climate impact, the importance of transparency in forecasting, and the necessity for businesses to effectively communicate their value propositions to both investors and the public. The panel features Anne Clawson, principal at Cascade Advisory; Bettina Ring, Virginia state director for the Nature Conservancy; Gilman Callsen, founder and CEO of Rho Impact; and Michael Bobbin, senior director of mergers and acquisitions advisory at DNV. The podcast includes highlights from the lengthier April 17 discussion. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

6 weeks тому22:41

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 vocally oppose the measures. In this episode of Energy Evolution, host Eklavya Gupte speaks with Commodity Insights journalist Max Lin, Edmund Hughes from the International Bunker Industry Association (IBIA), and Georgios Kasimatis from DNV Maritime to gain insight into the complexities of these regulations and their implications for the decarbonization of the maritime sector. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

7 weeks тому38:30

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, who dig deep into what these proposed changes mean for both the EU’s industrial and climate strategy and the broader global energy transition. The guests also provide us with insight on how various industries, commodities, governments and policymakers are reacting to the carbon pricing mechanism, which is expected to have a profound impact on global trade. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

8 weeks тому29:25

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 earth elements are just a few materials essential for energy transition technologies, including batteries for electric vehicles and renewable energy storage. For this week's episode, host Taylor Kuykendall is joined by Francesca Price, a senior analyst in the metals and mining research team at S&P Global Commodity Insights; Mark Smith, executive chairman, president, and CEO of NioCorp Developments; Pat Risner, president of South 32 Hermosa; and Athan Manuel, director of the Sierra Club's Lands Protection Program. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

9 weeks тому18:18

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 LNG supplier to Europe in the past few years? Laurent Ruseckas, executive director for gas at S&P Global Commodity Insights, shares his analysis with host Eklavya Gupte and correspondent Camilla Naschert. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

10 weeks тому22:11

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 Camilla Naschert explains the EU’s latest legislation on competitiveness, the Clean Industrial Deal. Guest Ben McWilliams, affiliate fellow at think tank Bruegel, lays out the global trade and investment picture on solar, batteries and electric cars and explains why the EU's plan may work. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

10 weeks тому39:00

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 the CERAWeek by S&P Global conference, focus on innovations in energy technology, particularly the role the Department of Energy plays in early investment and how it might change under President Donald Trump. Vast Energy and Plug Power are both companies that have partnered with the DOE in the past, and both remain optimistic about the future. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

10 weeks тому32:10

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 highlights the significant role of semiconductor manufacturing and AI in shaping energy consumption patterns. Pettigrew discusses National Grid's ambitious $75 billion capital investment plan, focusing on enhancing network reliability and capacity to accommodate increasing energy demands. Kujawa underscores the importance of renewable energy and storage solutions in meeting new load growth driven not only by AI but also by reshoring manufacturing capabilities in the US. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

11 weeks тому24:18

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 vehicle adoption, the impact of changing political climates on incentives, and the need for innovation in the face of a looming natural resource crisis. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

11 weeks тому22:05

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 more shaping carbon trading. Hauman emphasized the importance and complexities of carbon accounting and the need to recognize that carbon markets are a vital part of business strategy and not merely a philanthropic endeavor. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.…

Energy Evolution

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

11 weeks тому22:30