In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions.

The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European utilities are adapting their net-zero strategies amid evolving political and economic realities.

Rives sheds light on how some US utilities are increasingly backtracking on their green pledges and adjusting their messaging to align with the Trump administration's "American energy dominance" agenda.

Meanwhile, Blackburne discusses how European utilities are maintaining their emissions targets even as they scale back investment plans due to macroeconomic headwinds.

In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Global Commodity Insights, about the current state of the US coal industry. Although the sector has experienced a significant decline in its share of electricity generation over the past several decades, recent data indicate a resurgence in production compared to last year.

This uptick in coal production coincides with the Trump administration's rollout of several policies and initiatives that favor the coal industry, igniting optimism among coal miners regarding the potential to meet rising electricity demand. However, Taylor cautions that the industry faces several challenges under the current administration, including ongoing trade tensions with key partners. He also highlights long-term forecasts indicating that while coal may see short-term gains, demand could contract again in the coming years due to competitive natural gas prices and the continued expansion of renewable energy sources.

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In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new market dynamics in the world of marine fuels.

Under FuelEU Maritime, which took effect from Jan. 1, 2025, ships calling at European ports have a mandate to cut greenhouse gas intensity by 2% this year from 2020 baselines, escalating to 80% by 2050.

Host Eklavya Gupte speaks with Chris To, lead specialist in alternative fuels pricing at S&P Global Commodity Insights, about how the maritime industry is adapting to these regulatory changes.

To also explains how the policy is spurring innovative compliance trading strategies, including the banking and pooling of surplus credits between compliant and noncompliant vessels.