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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
  • Why Greenland matters: Rare earths, geography and geopolitics
    Feb 3 2026

    Greenland has suddenly emerged as a focal point in the global competition for critical minerals and energy. This episode explores the Arctic island's strategic importance through conversations examining how resource competition and geopolitics are converging in one of Earth's most remote locations.


    Host Eklavya Gupte speaks with Kip Keen, senior reporter at S&P Global Energy, on Greenland's mineral potential and the sobering realities facing companies that have invested there.


    Euan Sadden, senior editor at S&P Global Energy, interviews Jørgen T. Hammeken-Holm, deputy minister at Greenland's ministry of business, mineral resources and energy, about the regulatory environment and investor response to growing interest in the island's mineral wealth.


    Euan also speaks with Nicolas Jouan, a defense and security analyst at RAND, who explains why Greenland has become such a strategic focal point in a new era of resource security.

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    30 mins
  • From data centers to EVs to wind turbines: Copper's critical role in the age of electrification
    Jan 27 2026

    In this episode, host Eklavya Gupte examines how the copper market is facing an unprecedented supply crunch driven by the accelerating pace of electrification.

    Patricia Barreto, senior principal analyst from the metals & mining research team at S&P Global Energy CERA, breaks down the numbers behind copper's critical role in the energy transition and sheds light on why copper prices soared to record highs in January.

    Eric Saderholm, managing director of exploration at American Pacific Mining Corp., explains the on-ground realities of bringing new copper supply online and discusses how recent policy changes are affecting the industry.

    The conversation also covers China's dominance in smelting capacity, US critical mineral policies, and why the industry's ability to scale production will determine whether the global energy transition succeeds or stalls.

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    30 mins
  • Science, technology, and risk management take center stage in carbon removals
    Jan 20 2026

    The nature-based carbon removals industry is undergoing a scientific and technological transformation to restore credibility in the voluntary carbon market.

    In this episode, host Eklavya Gupte speaks with Santiago Canel Soria, senior price reporter at S&P Global Energy Platts, about how project developers are deploying advanced monitoring systems and rigorous methodologies to address past market challenges as corporate buyers demand higher integrity offsets.

    Santiago speaks with Saif Bhatti, CEO of Renoster, and Christopher Kilner, head of biosphere science at Isometric, who explain how scientific advances and risk-management strategies are establishing nature-based removals as a credible, scalable, and cost-effective pillar of the VCM.

    The discussion covers the role of insurance in carbon markets, the challenge of operationalizing rigorous science at scale, and why nature-based solutions remain essential for corporates with net-zero targets.

    Related content:

    Platts Carbon Credit Price Assessments

    Carbon Markets Specifications Guide

    Voluntary carbon markets: how they work, how they're priced and who's involved

    Price Assessments (Subscriber content):

    Platts CRC ACRCA00

    Platts Biochar, US ATCCA00

    Platts Biochar, India INBCY00

    Platts Blue Carbon AJLUB00

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    29 mins
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