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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
  • Gassy Globe: The ups and downs of demand (Ep.220)
    Nov 27 2025

    After a period of tightening natural gas supply since the Russia-Ukraine conflict, we are entering a time of oversupply, as more LNG hits the market.

    S&P Global Energy Global Gas expert Laurent Ruseckas, joins Hill Vaden and Sam Humphreys to discuss the interesting dynamic between falling prices and the impact this has, as natural gas is being considered crucial to the energy expansion.

    Learn more about S&P Global Energy coverage at:

    https://www.spglobal.com/commodity-insights/en

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    32 mins
  • Talking Carbon Capture with Tim Vail, CEO of Ion Clean Energy (Ep. 221)
    Nov 20 2025

    The opportunity for carbon capture technology is expanding as the role of natural gas in power generation grows in an emissions-constrained world. Ion Clean Energy, which includes Chevron, ExxonMobil, Williams, and Carbon Direct as investors, is working to address this opportunity with its proprietary absorbent technology.

    Tim Vail, CEO of Ion Clean Energy, joins Hill Vaden and Sam Humphreys to discuss the company's innovations in carbon capture technology and how the market opportunity continues to grow as power markets seek clean, firm, dispatchable generation.

    Learn more about Ion Clean Energy here: https://www.ioncleanenergy.com/

    Learn more about S&P Global Energy at: https://www.spglobal.com/commodityinsights/en

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    34 mins
  • Peak Uncertainty: Forecasters wrestle with muddled outlooks for long-term oil demand (Ep. 220)
    Nov 13 2025

    Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These outlooks are being revisited as electric vehicle penetration underwhelms and the opportunity for petrochemical demand expands.

    Karim Fawaz, an S&P Global expert in global oil markets, joins Hill Vaden and Sam Humphreys to discuss why the outlook for annual oil consumption is increasingly muddled and what sectors will be most important to driving global demand going forward.

    Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

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    28 mins
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