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Latest episodes
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31 min
Drilling for power: Geothermal's unconventional moment (Ep. 267)
The shale revolution transformed energy production. Could geothermal be next? In this episode, Carolyn Seto and Melissa Greig join Hill Vaden and Sam Humphreys to unpack how horizo…
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40 min
Diesel in the danger zone: Inside the global diesel squeeze (Ep. 266)
Diesel markets are under mounting pressure as disruptions in Russia and the Middle East squeeze global supplies just as the Northern Hemisphere heads into winter. In this episode o…
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23 min
Dr. Copper's Diagnosis: What Copper Is Telling Us About the Global Economy (Ep. 265)
Copper sits at the heart of the energy transition, data centre expansion and global electrification. But behind the bullish headlines lies a market wrestling with tight mine supply…
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32 min
Storms, Storage and Supply: Europe's winter energy outlook (Ep. 264)
The rules of Europe's gas market have changed. Russian pipeline gas is gone, LNG is king, and storage has become one of the continent's most important energy buffers. This week on…
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27 min
After the Shock: What's Next for LNG? (Ep. 263)
The closure of the Strait of Hormuz has removed a significant share of global LNG supply from the market, reshaping gas trade flows and raising questions about energy security ahea…
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30 min
Steady as she goes: US shale sector approaches higher oil prices with caution (Ep. 262)
Oil prices are up by more than 75% since the start of the year and recently crossed the psychologically important $100/barrel milestone. The corresponding rise in US drilling rigs,…
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33 min
Reuniting Gondwana: Why Big Oil is returning to West Africa.
Why are the world's largest oil companies turning their attention back to West Africa? In this episode of EnergyCents, Sam Humphreys and Hill Vaden are joined by S&P Global's Justi…
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34 min
Talking refining capacity with Phillips 66 (Ep. 260)
Phillips 66 is a US-based downstream energy company that operates through five core segments: Midstream, Chemicals, Refining, Marketing and Specialties (M&S), and Renewable Fuels.…
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36 min
The Illusion of Crowds: In conversation with S2G
What happens when plenty of capital enters the energy transition, but not enough of it reaches the companies best positioned to scale? In this episode of EnergyCents, Hill Vaden an…
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34 min
Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258)
Scenario planning allows investors and executives to prepare for situations outside of their base-case expectations. S&P Global Energy developed a new case called "Quagmire" that a…
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35 min
Digital underground: Grid-forming inverters and the future of grid stability (Ep. 257)
Traditional grids rely on the physical inertia of massive, spinning turbines to stabilize frequency during sudden power outages. This stability is being challenged by the growth of…
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33 min
Marginal utility: Lack of new capacity leads to boom time for North America refining (Ep. 256)
Fresh investment in North American refining infrastructure stalled in prior years as the sector braced for long-term demand destruction. However, capacity has fallen faster than de…
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31 min
South America's Right Turn: The new political map of energy (Ep. 255)
South America is undergoing a major political shift, with a wave of right-leaning governments reshaping the region's approach to energy and natural resources. In this episode, Upst…
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46 min
Strait talk: Oil markets brace for new phase amid extended Hormuz tensions (Ep. 254)
Oil and product markets showed unexpected resilience in prior weeks thanks, in large part, to reduced crude demand from China. The system is now much tighter and its resilience cou…
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30 min
Talking clean-energy investment trends with ACORE (Ep. 253)
ACORE is a Washington-based non-profit that brings together partners in finance, policy and technology to advance clean energy initiatives in the US. ACORE SVP of Policy and Engage…
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31 min
Corn, Carbon and Competition: Ethanol's Next Chapter in the US (Ep. 252)
Ethanol has been a cornerstone of the US biofuels industry for decades, but what role will it play in an energy system increasingly shaped by electrification, low-carbon fuels and…
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29 min
Necessity breeds invention: US data centers developers embrace behind-the-meter power (Ep. 251)
The US data center complex is building against speed-to-power mandates that require developers to get projects online as quickly as possible. Delays plugging into grid-connected po…
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34 min
Sea change: Offshore wind sector adjusts development plans as costs rise (Ep. 250)
More than 90 GW of offshore wind capacity has been installed globally, split almost equally between Europe and China. Development in many parts of the world has slowed as rising in…
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33 min
NIMBY: Data center developers wrestle with growing pains (Ep. 249)
As data center projects become more visible across the US, they are having to manage more not-in-my-backyard (NIMBY) concerns from community stakeholders and policymakers. These co…
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28 min
Talking energy-as-a-service with Budderfly (Ep. 248)
Budderfly is an energy-as-a-service company that assumes responsibility for its commercial customers' utility bills and installs energy-efficiency equipment on their behalf. A port…