/ COMMODITIES

The return of energy security

Events in the last few years have demonstrated that the energy transition depends on energy security to proceed at a steady pace and at scale.

/ COMMODITIES

Hero Image

 

Hero Image

 

Hero Image

 

Hero Image

 

Poll

What should be the priority for governments to accelerate energy transition?

Unfortunately we encounter an issue. Please try again

Energy Transition

Carbon
S&P Global Commodity Insights Weekly ET News Highlights – June 10, 2024

Idemitsu, ENEOS, Toyota, MHI eye introducing carbon-neutral fuels in Japan by 2030

Insights from MPGC with Carlos Pascual

"Never have we ever tried to change this much, so quickly," said Carlos Pascual, senior vice president for Global Energy and International Affairs, from the sidelines of the Middle East Petroleum and Gas Conference (MPGC) taking place this week in Dubai, UAE.Watch now as Carlos explains 3 key changes we are going to see during the transition:A fundamental transformation of technologyMultiple dimensions of transformationA broader global environment that requires us to question stability, security, and the effectiveness of internal orderThis is part of The Inside Track series coverage of MPGC. To have your front-row ticket to the event, wherever you are in the world, please head over to Commodity Insights LIVE Series

Infographic: EU elections - Climate policies face populist backlash

High energy prices and ambitious energy transition goals have taken center stage in European politics. An expected swing to the right in June’s European Parliament elections has already sparked heated debates on EU climate policy. Right-of-center MEPs want to slow down the EU’s front-running on the Green Deal, with cost-of-living warnings about the proposed 2040 targets playing well with voters.

UK to uphold climate goals despite outperforming targets

Low price may tighten New Zealand's carbon credit supply in 2025 due to auction failures

Load all
Hydrogen
LIVE Trending

Your gateway to LIVE experiences, expert insights, and interactive engagement, revolutionizing your newsletter experience.Your gateway to LIVE experiences, expert insights, and interactive engagement, revolutionizing your newsletter experience.

S&P Global Commodity Insights Weekly ET News Highlights – June 17, 2024

Hydrogen and low-carbon ammonia are essential to decarbonization

Listen: Chickens and eggs: Hydrogen policy wrestles with demand, supply stimulus

Many governments are working to stimulate investments in clean hydrogen supply and/or demand, and trying to balance what can be competing priorities of support for climate and industrial lobbies. SP Commodity Insights hydrogen and low-carbon fuels expert Brian Murphy joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the implications of recent hydrogen-directed policy in the United States and Asia, and how business models are responding to the uncertainties of evolving subsidies.Learn more about SP Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en

Renewables
Geoscience insight essential to siting offshore wind projects, reducing risk

As offshore wind accelerates, geoscience is essential to siting offshore wind projects, minimizing risks and costs. According to S&P Global Commodity Insights research, the global offshore wind industry is set for significant expansion in 2024 and beyond. In the company’s 2024 Top Trends for Clean Energy Technology Report, S&P Global Commodity Insights says that more than 60 gigawatts (GW) of new capacity is set to be auctioned in at least 17 different markets in 2024— a record in offshore wind energy. Offshore wind installations require significant technical work in the early siting phases to ensure they are built in geologically stable locations to avoid shifting or sinking (and loss) of the monopile support infrastructure, but also to avoid common offshore hazards, which could include pipelines, cables, existing well infrastructure, shipwrecks, whale nesting grounds and even unexploded ordinances (still prevalent in the North Sea from World War II). "One of our customers said, ‘getting this [geotechnical] work done correctly using Kingdom saved [his company] $10 million for a single, medium-sized wind turbine project installation.’"- John RobsonTechnical Sales DirectorUpstreamS&P Global Commodity Insights Download the Full Reoprt

Going Dutch: Heat pumps win market share in Netherlands decarbonization plan

Heat pump sales jumped 36% in the Netherlands in 2023 thanks to government incentives promoting the decarbonization of residential construction. SP Commodity Insights experts Alexandre Mace and Francesco d’Aveck join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the rationale behind government planners’ heat-pump promotion and consider what learnings the Dutch case study offers for other countries.Learn more about SP Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/enMore listening options:

Increasing electric vehicle range with new semiconductor technology

In this episode of Energy Evolution, host Taylor Kuykendall interviews Dan Brdar, the CEO of Ideal Power. Ideal Power is developing a bidirectional semiconductor power switch with a wide range of applications, including electric vehicles, renewable energy and datacenters.The technology enhances energy efficiency and is starting to gain traction in the industry. Ideal Power is partnering with Stellantis, an automotive giant, to develop a custom power module for use in next-generation electric vehicle platforms.Brdar says his company's technology can increase the range of electric vehicles by 7% to 10%, addressing the issue of range anxiety that is holding back adoption of new EVs. He also talks about the cost of electric vehicles and the need for a charging infrastructure as challenges for wider EV adoption.Energy Evolution is a podcast dedicated to exploring the latest innovations, trends, and challenges in the energy sector. We bring you expert interviews, insightful discussions, and thought-provoking analysis to help you stay informed and engaged in the rapidly evolving world of energy.Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.More listening options:

In the air tonight: the genesis of DAC business models

Direct Air Capture technology, or DAC, is garnering increased attention as project developers raise funds with ambitions of deployment at commercial scale.  SP Commodity Insights’ experts Paola Perez Peña and James Gutman join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the potential role of DAC technology in decarbonizing hard-to-abate sectors and describe some of the business models being explored by both energy incumbents and investor-backed start-ups.Learn more about SP Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/enSPGCI Clean Energy Technology Webinar: https://events.spglobal.com/event/afb7ba0b-6149-48db-9d6d-9bcb9347bd19/summaryMore listening options:

Microreactors promise nuclear power anywhere, deliverable by truck

Today's episode of Energy Evolution, your podcast for all things energy transition, focuses on small micronuclear reactors and their role in the energy transition.Our guest, Jay Yu, is the founder of Nano Nuclear Energy. Their products include microreactors, which produce one to 20 megawatts of thermal energy that can be used directly as heat or converted to electricity. They are compact, modular, and can be deployed in various locations, including remote areas. They offer a reliable and sustainable source of energy, with reduced greenhouse gas emissions compared to something like a diesel generator.Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.Energy Evolution is a podcast dedicated to exploring the latest innovations, trends, and challenges in the energy sector. We bring you expert interviews, insightful discussions, and thought-provoking analysis to help you stay informed and engaged in the rapidly evolving world of energy.More listening options:

Interactive: Platts Renewable Energy Price Explorer

Market values of European wind and solar output plunged in April as power prices continued to fall, Platts Renewable Energy Price Explorer shows.Spanish capture prices hit a record-low with the solar falling to Eur8.15/MWh capturing only 56% of April’s spot price average, according to Platts assessments for S&P Global Commodity Insights.In Germany, solar values fell to a 2020-low averaging Eur46.84/MWh and capturing 80% of the average spot price.The Explorer shows the "capture price" renewable energy generators receive based on hourly output and pricing data on a monthly average basis.As such capture prices take account of the cannibalization effect caused by Europe's growing fleet of solar and wind farms and are a more accurate reflection of value than average day-ahead wholesale power prices.Elsewhere, Italian capture prices remained highest due to low renewables penetration and a gas-driven premium for the underlying power price.UK wind captured around 75% of wholesale market value in April averaging below GBP40/MWh with daily assessments ranging from GBP4/MWh to GBP78/MWh. Overall, combined wind and solar output across the Big Five markets rose 5% year on year to 49 TWh, while the number of negative hourly prices soared across many markets indicating longer periods of oversupply.For further information, see methodology or contact ci.support@spglobal.comThe dial chart shows monthly wind, solar, nuclear, gas and coal-fired generation across Europe's five biggest power markets. Click a segment for more detail.

Bridging the gap between conventional energy resources and newer technologies

In this episode of Energy Evolution, host Taylor Kuykendall sits down with Emily Easley, CEO of Novus Energy Advisors. Emily, who hails from the Texas oil and gas fields, now works in the world of renewable energy. During their conversation, Taylor and Emily delve into the topic of bridging the gap between conventional fuels and new energy technologies. They explore the lessons that can be learned from both sides of the energy spectrum and how these insights can be applied to drive innovation and sustainability.Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. More listening options:

Space-based solar: Vast promises and major challenges

Capturing solar energy in space promises 24/7 renewable energy at a competitive cost. But to get space solar to scale, scientists and engineers need to tackle questions around technology management in space, social acceptance of power beaming and ground infrastructure, as well as financing hurdles.On this week's episode of Energy Evolution, reporter Camilla Naschert discusses all of this with Sanjay Vijendran, who leads the European Space Agency's space solar program, and Martin Soltau, founder and co-CEO of UK startup Space Solar.Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. More listening options:

Price Assessments
chart-sample

Platts Platts Guarantees of Origin (GOs) Assessments

Energy Transition

Get the Most from LIVE

Discover

Insights

When the competition is fast, you need to be faster. We're giving you access to the latest cross-commodity insight, ET intelligence and market-leading views, so you can stay on the pulse. >

Discover

Conferences

To make progress in commodities, you need to gain or maintain your edge. We're giving you unrivalled access to the industries most talked about events. This is conferences like you've never seen them. >

Discover

Community

It's not just what you know, it's who you know. We're inviting you to meet and mix with the world's best thinkers, so you can make game-changing industry connections on a global scale. >

Discover

Assemble

Impact starts with inspiration. We're opening the door to live and on-demand virtual events and webinars so you can be part of the energy and commodities conversation, wherever you are in the world. >