Interviews, analysis and reporting from S&P Global Energy on energy and commodities' transition to a cleaner future. Host Eklavya Gupte speaks with policymakers, industry professionals and S&P Global Energy 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 merged with the Platts Future Energy podcast in January 2025.
Latest episodes
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31 min
Challenger chemistry: One start-up's bullish take on sodium-ion battery storage
Lithium-ion batteries dominate today's rapidly expanding global market for energy storage systems, fueled by hyperscalers and utilities scrambling to bring online new flexible capa…
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40 min
How much new gas capacity does the Texas grid need?
The Texas grid experienced record electricity demand in summer 2026 while posting some of the lowest power prices in nearly a decade. That might be good for customers, but it makes…
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43 min
Inside CBAM's first year: what traders, importers and policymakers learned
In this week's episode of Energy Evolution, host Eklavya Gupte takes stock of the EU's Carbon Border Adjustment Mechanism nearly a year into its definitive phase, and asks a pointe…
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16 min
AI's power boom tests Big Tech's net-zero promises
In this week's episode of Energy Evolution, host Camilla Naschert turns the spotlight on Big Tech as part of S&P Global Energy's annual series examining how the world's largest com…
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27 min
AI-powered threats put Europe's power system on high alert
Europe's increasingly digital power system faces a rapidly evolving mix of cyberattacks, physical sabotage and supply-chain vulnerabilities, with artificial intelligence amplifying…
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22 min
Checking in on US offshore wind: Lease buybacks and legal blowback
The US offshore wind sector is facing a new front in its battle with the Trump administration: lease buyouts. In this episode of Energy Evolution, renewables reporter Noah Schwartz…
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32 min
AI demand is intensifying the race to build advanced nuclear reactors
Dozens of North American private startups and established companies, state agencies and academic institutions are racing to develop and commercialize an advanced nuclear reactor. W…
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33 min
War and decarbonization: Rewriting the UK and Europe's refining future
By most conventional metrics, the European refining sector is in rude health. The Middle East conflict has driven key fuel price benchmarks to unprecedented heights, and refiners a…
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25 min
Why protesters want to slow America's data center boom
Alongside a surge in data center construction, a growing protest movement has emerged in the US, with locals voicing concerns over electricity and water usage. Protests have put ar…
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33 min
Europe's electrification challenge: Can ambition meet reality?
The EU wants to nearly double its electrification rate to 46% by 2040, a transformation that would slash fossil fuel imports by hundreds of billions of euros annually. In this epis…
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42 min
Balcony solar and EVs are giving consumers a greater role in grid flexibility
Balcony or "plug-in" solar is rapidly gaining popularity, as it gives consumers who might not have easy access to distributed solar generation a straightforward way to deploy the t…
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30 min
Cybersecurity and clean energy: Inside the EU funding ban for solar and storage inverters
In April 2026, the European Commission adopted interim guidance stipulating that solar and battery storage projects using inverters or power conversion systems sourced from high-ri…
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33 min
Grid operator PJM juggles reforms as power auction results hit price cap again
On July 14, grid operator PJM released the results of its latest capacity market auction for the 2028-2029 delivery year. Prices hit the federally approved cap of $325/megawatt-day…
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47 min
Discussing Democrats' midterm message on energy
From his first day in office, President Donald Trump has exerted major shifts in US energy policy during his second term, including opposition to offshore wind projects, extending…
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24 min
Moving beyond the grid bottleneck with smart technology
Smart technology is rapidly redefining the debate over grid infrastructure. Rather than spending millions on new transformers, transmission lines and generation capacity, a growing…
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25 min
The summer stress test: How heat waves are rewiring Europe's power markets
Traditionally, European power systems were engineered around a single imperative: survive the winter "Dunkelflaute," those prolonged cold, dark, windless stretches that push demand…
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25 min
The new economics of renewable energy: Why transmission trumps technology
The clean energy investment landscape has undergone a fundamental reset. The era of zero interest rates has given way to a more disciplined environment where transmission access an…
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39 min
What California's launch of an extended day-ahead market means for the western US
Every day, power market participants in the Western US must determine how much electricity they need for the following day and where it's going to come from. In response, Californi…
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24 min
Cameco makes the case for large nuclear reactors
Much of the current discussion about nuclear power focuses on advanced technologies, from the potential for nuclear fusion to the development of various designs for small, modular…
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37 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 i…