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EnergyCents

EnergyCents

By: S&P Global Commodity Insights
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 IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.All rights reserved 451569 Economics
Episodes
  • Contracted offtake: US clean energy procurement set for evolution as market matures (Ep. 236)

    Contracted offtake: US clean energy procurement set for evolution as market matures (Ep. 236)
    Mar 19 2026

    Power Purchase Agreements, or PPAs, contractually guarantee revenues to power-generation projects for a fixed number of years and have underwriten the boom in renewable electricity development. The US tech sector dominated PPA activity in 2025 as it seeks to increase installed generation capacity in North America and maintains prior commitments to net-zero pledges.

    S&P Global Energy Experts Bruno Brunetti and Francis Browne join hosts Hill Vaden and Sam Humphreys to discuss recent trends in clean energy procurement and why market participants should expect evolution as the initial wave of PPA contracts rolls off and corporate buyers consider future commitments.

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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    35 mins
  • From Shale to Scale: Daniel Gonzalez on Vaca Muerta's Promise for Argentina (Ep. 235)

    From Shale to Scale: Daniel Gonzalez on Vaca Muerta's Promise for Argentina (Ep. 235)
    Mar 12 2026

    Unpack the next chapter of Argentina's energy story through the lens of Vaca Muerta, one of the world's most promising shale basins. In this episode, Argentina's Vice Minister of Energy and Mining Daniel Gonzalez joins hosts Hill Vaden and Sam Humphreys to explore recent the infrastructure build-out that is reshaping Argentina's ability to move hydrocarbons to market, the strategic openings for US shale players to bring capital, technology, and operational know-how, and the broader economic upside Vaca Muerta could unlock for Argentina's growth, exports, and fiscal stability.

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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    33 mins
  • Talking behind-the-meter power generation with Bloom Energy (Ep. 234)

    Talking behind-the-meter power generation with Bloom Energy (Ep. 234)
    Mar 5 2026

    Bloom Energy manufactures solid oxide fuel cell (SOFC) systems for on-site power generation projects and has been a major beneficiary of the US boom in data center development. Bloom's modular fuel cells produce power without combustion using pipeline-quality natural gas and offer developers the promise of being hydrogen-ready as that market develops.

    Bloom Energy Chief Commercial Officer Aman Joshi joins hosts Hill Vaden and Sam Humphreys to discuss how Bloom is navigating the boom in behind-the-meter power projects and why natural gas fuel cells may offer data center developers a compelling alternative to traditional gas-fired generation infrastructure.

    Learn more about Bloom Energy at: https://www.bloomenergy.com/

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en
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    39 mins
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