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Energy Evolution

Energy Evolution

By: S&P Global Commodity Insights
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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.Copyright 2018 S&P Global Commodity Insights, a division of S&P Global. All rights reserved. https://www.spglobal.com/commodity-insights 172735 Politics & Government Science
Episodes
  • Blackout in Spain: what we know and lessons for the future
    Jun 3 2025

    A blackout of historic proportions on the Iberian peninsula April 28 has sparked a debate on responsibility and prevention, while the investigation into the causes is ongoing.

    One undeniable conclusion is that investments in grids are becoming more important, S&P Global Commodity Insights analysts Kerry Thacker-Smith and Alexandre Mace explain on this episode of Energy Evolution.

    Albéric Mongrenier, executive director of think tank European Initiative for Energy Security, argues that grids have become a key frontier in Europe's push for more independence and security.

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    33 mins
  • How tariff tensions are reshaping China's energy landscape
    May 27 2025

    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.

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    26 mins
  • Restoring trust and integrity for a new era in carbon markets
    May 20 2025

    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.

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    22 mins

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