최고 P Global Commodity Insights 팟캐스트 (2023)

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S&P Global Commodity Insights

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EnergyCents- Ep 104: #Goals: Europe reconsiders energy priorities after weathering 2022 gas crunch 29:12

17h ago29:12

29:12

European energy markets largely dodged a crisis during the 2022-23 winter months thanks to the combination of functioning markets, policy influences, and warm weather. Energy expert Laurent Ruseckas joins EnergyCents with host Hill Vaden to recount Europe’s successful gas-market balancing act in 2022, and consider how the continent is preparing for…

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EnergyCents- Ep 103: Offshore ambition: Brazil, Petrobras prepare for the energy transition 29:38

15d ago29:38

29:38

Petrobras emerged a leader in offshore oil in gas on the back of exploration success throughout the early 2000s, which also coincided with the first presidency of Luiz Inácio Lula da Silva (2003-2010). Lula won re-election in 2022, and promises to prioritize the development of low-carbon energy through its state-owned oil company. Energy Supply Cha…

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EnergyCents- Ep 102: Embarrassment of Riches: How the Upstream sector responds to an influx of cash 34:19

29d ago34:19

34:19

Buoyed by high commodity prices in 2022, the global upstream sector enters 2023 with a high-class cash-flow problem: what to do with all this money. Among other ideas, governments suggest windfall-profits taxes, investors want dividends and buybacks, and environmentalists seek climate-directed investment. Upstream experts Raoul LeBlanc and Kevin Bi…

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EnergyCents - Ep 101: It just keeps going: The evolving business models of battery and auto makers 28:53

1M ago28:53

28:53

Battery and automobile makers often look at the relationship between service stations and internal combustion engines as business-model analogues to solve electric vehicles’ duration and distance challenges. But are these the right analogues? Cleantech experts Sam Wilkinson and George Hilton rejoin EnergyCents this week to discuss business-model al…

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Energy Cents - Ep 100 : Alphabet Soup - ESG as Efficiency, Standardization, and Globalization 28:54

2M ago28:54

28:54

Environmental, Social, Governance (ESG) investment themes fell out of favor in 2022 as concerns around things like energy security and Wall Street’s motivation captured the attention of investors and governments. Peter Gardett rejoins EnergyCents this week to discuss the changing narratives of ESG and consider how those shifts may (or may not) affe…

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EnergyCents - Ep 99: Metals and Mining: Fulfilling the promises of cleantech 33:28

3M ago33:28

33:28

The success of cleantech innovation is, in many ways, dependent on the world’s mining sector delivering an adequate supply of one or more of the following metals: copper, cobalt, nickel, and lithium. Mark Ferguson, a Commodity Insights metals and mining expert for S&P Global's Capital IQ, joins EnergyCents this week to discuss the convergence of en…

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S&P Global Commodity Insights

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EnergyCents- Ep 98: A year in review: Energy markets, Taylor Swift, and ESG 41:50

4M ago41:50

41:50

In what has become an annual EnergyCents tradition, we welcome back experts Reed Olmstead and David Vaucher for our annual year-in-review and resolutions episode. We check in to see how well we performed against 2022 expectations, consider the year’s biggest surprises, and share predictions on how the energy sector may evolve in the coming year.Joi…

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S&P Global Commodity Insights

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EnergyCents- Ep 97: Reprioritized: The impact of a surge in European gas demand on Southeast Asia 26:38

4M ago26:38

26:38

Russia’s Ukraine invasion led to gas supply constraints to Europe that rerouted global gas flows throughout the summer and fall. Gas market expert Johan Utama joins EnergyCents this week to review the role of natural gas in Southeast Asian markets, and how a spike in European demand influenced local balances half a world away.Learn more about S&P G…

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EnergyCents- Ep 96: Structural change: Oil markets brace for volatility heading into winter 41:52

4M ago41:52

41:52

Global oil prices avoided hitting new highs over past months as policy choices from consuming countries helped balanced markets, and Russian supply found new outlets. Global oil expert Karim Fawaz joins EnergyCents this week to review shifts in oil markets since the start of the Russia-Ukraine conflict, and share expectations for winter as global e…

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Upstream in Perspective- Ep 46: Guyana Basin from mere frontier to production bonanza 31:11

4M ago31:11

31:11

The world has seen an impressive emergence of the Guyana Basin through the discovery of more than 16 billion boe of recoverable resources in less than seven years. Accelerated development of the most prolific discoveries may perhaps lead to the basin delivering 2 MMb/d by middle of next decade. The scene has radically changed since 2015 when ExxonM…

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EnergyCents- Ep 95: Gas hub: Geopolitics push development pace of Eastern Mediterranean discoveries 26:33

5M ago26:33

26:33

The Eastern Mediterranean’s role as a global gas hub is technically advantaged by more than 10 years of exploration success, and strategically advantaged by its relative proximity to European markets. However, those advantages are balanced by competing interests that include growing gas demand from local markets and a lack of political consensus in…

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EnergyCents- Ep 94: Cyclical strength: Revamped U.S. oilfield services prepares for 2023 tightness 31:01

5M ago31:01

31:01

Five oilfield services firms control more than 65% of the hydraulic horsepower capacity available to US shale-focused operators interested in fracing wells. Nearly 80% of that capacity is in use, and overall horsepower is not expected to expand anytime soon. North America oilfield services experts Chris Alexander and Prashanth Pillai join EnergyCen…

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EnergyCents- Ep 93: Permanent Offer: New auction format to speed Brazil pre-salt development 29:59

5M ago29:59

29:59

More than a dozen operators are preparing to bid in December on up to 12 pre-salt blocks in Brazil’s Campos and Santos basins, including the promising Ametista Block. This year’s auction times with the finalization of a presidential run-off and marks the first time pre-salt blocks are available in a Permanent Offer System, which is designed to prom…

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EnergyCents- Ep 92: National ambition: Green Banks look beyond state and municipal levels 17:04

6M ago17:04

17:04

There are more than 20 Green Banks operating in the US with a shared goal of accelerating cleantech investment in underserved communities and filling other climate-related market gaps. Alison Bennett, a banking reporter with S&P Global's Market Intelligence, joins EnergyCents this week to discuss the role of Green Banks in climate finance, and what…

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S&P Global Commodity Insights

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EnergyCents- Ep 91: Continental fatigue: Energy levels challenge European economies 34:11

6M ago34:11

34:11

Europe’s real GDP grew by about 5% during the first two quarters of 2022 on the back of post-pandemic strength from the service sector. Momentum, however, stalled in response to high energy prices and contraction now appears imminent. S&P Global experts on European economics and policy Diego Iscaro and Petya Barzilska join EnergyCents this week to …

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EnergyCents- Ep 90: Champagne problems: SAF poised to take off as airlines embark on net-zero trip 29:54

6M ago29:54

29:54

Increasing the mix of Sustainable Aviation Fuels (SAFs) in airlines is a key ingredient in the aviation sector reaching its goal of carbon neutrality by 2050. Biofuels expert Kevin Lindemer returns to EnergyCents this week to discuss the technologies and policies supporting SAF development and consider the timing of market-share growth for lower ca…

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EnergyCents- Ep 89: Theory of constraints: Service-sector capacity limits shale-sector reinvestment 35:48

6M ago35:48

35:48

The US shale sector is awash in cash on the strength of commodity prices and prudence of operations. North America upstream experts Reed Olmstead and Imre Kugler join EnergyCents this week to consider the near-term outlook for shale producers, and why high commodity prices are not stimulating aggressive drilling campaigns.Learn more about S&P Globa…

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EnergyCents- Ep 88: Getting it done: Climate Week NYC event seeks global action 30:18

7M ago30:18

30:18

Climate Week NYC runs September 19-25 in Manhattan, during a week when the city will also be crowded with dignitaries attending the United Nations General Assembly. Climate and energy experts Peter Gardett and Roman Kramarchuck join EnergyCents this week – ahead of their own Climate Week attendance – to share their expectations for program, and fra…

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S&P Global Commodity Insights

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EnergyCents- Ep 87: IRA: How the recently passed legislation affects North America Power markets 30:35

7M ago30:35

30:35

The broad-reaching Inflation Reduction Act (IRA) includes a mix of federal incentives to motivate clean-energy investment that will mitigate emissions-related climate concerns. North America Power experts Patrick Luckow and Doug Giuffre join EnergyCents this week to share their early analysis of the bill, and highlight its potential implications fo…

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S&P Global Commodity Insights

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EnergyCents- Ep 86: Balancing act: COP27 and the influence of energy security on a climate agenda 38:56

7M ago38:56

38:56

Egypt hosts the 2022 United Nations Climate Change Conference, also known as COP27, this November. The event takes place during a year when energy security has overshadowed many countries’ climate concerns. Climate policy experts Anna Mosby and Conway Irwin join EnergyCents this week to share expectations for the upcoming conference and consider ho…

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S&P Global Commodity Insights

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EnergyCents- Ep 85: Evolving models: Utilities and the rate-case conundrum of distributed generation 34:35

8M ago34:35

34:35

Utilities and their commissions are watching customers embrace distributed generation and battery investments that could impact existing rate design and returns on equity. Lillian Federico, a Commodity Insights research director for S&P Global's Capital IQ, joins EnergyCents this week to discuss the evolution of utility rate design, and how growing…

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S&P Global Commodity Insights

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EnergyCents- Ep 84: Aligning Incentives: Africa balances oil discoveries with climate ambitions 32:03

8M ago32:03

32:03

Governments of resource-rich countries in Africa find themselves at a crossroads as oil and gas operators weigh stranded-asset risk before committing to long-lead-time fossil-fuel projects. Roderick Bruce, an expert in petroleum-sector risk with S&P Global Commodity Insights, joins EnergyCents this week to discuss how host governments in Africa are…

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S&P Global Commodity Insights

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EnergyCents- Ep 83: Stopgap? European energy crisis drives renewed interest in nuclear power 26:45

8M ago26:45

26:45

Policy makers are returning their attention to nuclear power as a potentially low-emission, reliable generator of electricity. Most recently, the European Parliament voted in early July to apply its green label to nuclear power under the EU's sustainable finance taxonomy. S&P Global Commodity Insights experts in European power Coralie Laurencin and…

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S&P Global Commodity Insights

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EnergyCents- Ep 82: Electric factory: building codes look to gas bans as decarbonization goals loom 33:37

9M ago33:37

33:37

Washington state in April became the first state to adopt all-electric standards for new commercial and multi-family constructions. The move follows similar, more localized, activity led largely by California municipalities to limit the expansion of fossil-fuel end use. Gas utilities Expert Tom DiChristopher, a Commodity Insights senior reporter fo…

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S&P Global Commodity Insights

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EnergyCents - Ep 81: Throwback: coal markets boom after years of being unfashionable 29:04

9M ago29:04

29:04

Global coal prices are at multi-decade highs as post-CoVid demand spikes in the face of underinvested supply. Coal Markets Expert Taylor Kuykendall, a Commodity Insights senior reporter for S&P Global's Capital IQ, joins EnergyCents this week to discuss the current coal market imbalance, and consider how competing environmental and energy-security …

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S&P Global Commodity Insights

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EnergyCents- Ep 80: Sail Away: Demand for LNG floating regas units booms post Ukraine invasion 25:46

9M ago25:46

25:46

The LNG industry counts 48 floating regasification and storage units (FSRU) in its global fleet, and demand has exploded as Europe seeks gas-supply optionality after Russia’s invasion of Ukraine. Charter rates have about doubled this year to approximately $200,000/day. S&P Global LNG Expert Andres Rojas joins EnergyCents this week to put the curren…

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EnergyCents- Ep 79: Frenemies: The coexistence of electrons and molecules in meeting climate goals 30:17

10M ago30:17

30:17

Energy-directed capital has long been biased to the molecule thanks to the global scale and operational efficiencies of fossil fuels. Focus has, in some ways, shifted to the electron with the maturation of low-carbon technologies. S&P Global climate finance expert Peter Gardett returns to EnergyCents this week to discuss the complexities of climate…

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S&P Global Commodity Insights

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EnergyCents- Ep 78: Incumbents’ dilemma: oil majors and their low-carbon ventures 34:50

10M ago34:50

34:50

The global energy sector, largely defined by the traditional businesses of oil and gas companies, is increasingly associated with cleantech investment and innovation. S&P Global upstream technology experts Judson Jacobs and Carolyn Seto join EnergyCents this week to discuss how oil and gas companies are approaching energy-sector disruption, and wha…

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S&P Global Commodity Insights

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EnergyCents- Ep 77: It’s getting hot in here: US natural gas enters summer with unusual tightness 31:46

10M ago31:46

31:46

The United States is entering summer with natural gas prices approaching $9/mcf and Lower 48 storage levels 15% below the five-year average, and North America drillers are loath to increase supply as investors force restraint. S&P Global gas markets experts Matthew Palmer and Laurent Ruseckas join EnergyCents this week to discuss how this summer, a…

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S&P Global Commodity Insights

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EnergyCents- Ep 76: Extraordinary times: oil markets adapt to Russian constraints 36:23

10M ago36:23

36:23

Russian sanctions have fundamentally altered commodity market conditions, how oil is priced, and the framework used by market participants to form forward price expectations. S&P Global oil markets expert Karim Fawaz joins EnergyCents this week to discuss how energy-security priorities have reshaped global oil markets, and the key areas to watch as…

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S&P Global Commodity Insights

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EnergyCents- Ep 75: Bottlenecks: Mainland China constraints pressure booming solar sector 31:29

11M ago31:29

31:29

Global solar installations were expected to grow more than 30% in 2022 before COVID restrictions in mainland China impacted operations of the world’s largest solar manufacturer. S&P Global solar supply chain experts Siqi He and Cormac Gilligan join EnergyCents this week to discuss the importance of China to solar supply chains, and the potential im…

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EnergyCents- Ep 74: Leadership Spotlight: Andy Marsh, Plug Power CEO 29:12

11M ago29:12

29:12

Plug Power Inc., headquartered in Latham, N.Y. is working to build an “end-to-end green hydrogen ecosystem” with support from large customers and joint-venture partners that include Walmart, SK E&S, and Renault. Plug CEO Andy Marsh joins EnergyCents to describe the company’s evolution since its 1997 founding; discuss how JVs fit into his growth str…

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S&P Global Commodity Insights

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EnergyCents- Ep 73: Drilling on Wall Street: Global upstream M&A bounces from pandemic lows 25:35

11M ago25:35

25:35

Global Upstream merger and acquisition activity increased in 2021 after pandemic-led uncertainty and a reset in the shale sector forced moderation in 2020. Upstream M&A Expert Chris Sheehan joins EnergyCents this week to review trends profiled in his annual Global Upstream M&A Review and Outlook report, and offer thoughts on why 2022 will be a “buy…

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S&P Global Commodity Insights

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EnergyCents- Ep 72: Hope floats: Offshore wind industry looks beyond bottom-fixed installations 32:09

12M ago32:09

32:09

Nearly 80% of the world’s potential offshore wind resources are in waters deeper than 60 meters or in waters with poor seabed conditions. These winds cannot be accessed by traditional bottom-fixed installations – and represent opportunity for nascent floating offshore wind projects. S&P Global Offshore Wind Expert Andrei Utkin joins EnergyCents thi…

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EnergyCents- Ep 71: Ship shape: Waterborne tanker movements reveal commodity-trade clues 38:19

12M ago38:19

38:19

COVID restrictions and Russia sanctions upended seaborne trade patterns over the past several years and are now contributing to levels of consumer price inflation not seen in some 40 years. S&P Global’s Vice President of Maritime and Trade Rahul Kapoor joins EnergyCents this week to discuss changes in commodity shipping patterns observed since lock…

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S&P Global Commodity Insights

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EnergyCents- Ep 70: Sparks fly: The opportunities and challenges in electrifying Africa 37:06

12M ago37:06

37:06

Many of the more than 1 billion people living in 49 sub-Saharan Africa countries are underserved by reliable electricity generation, leaving a massive opportunity for power-generation investment. However, the challenges – namely stimulating demand and designing the right business model – are equally large. S&P Global Experts on Electricity and Ener…

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EnergyCents- Ep 69: A change is gonna come: Digesting oil majors’ fourth quarter earnings 39:07

1y ago39:07

39:07

What a difference a year makes: energy equities are outperforming the broader stock market, and oil majors are well positioned in 2022 to return cash to shareholders via buybacks and dividends. IHS Markit Corporate Equity Analysts Lysle Brinker and Sam Hanna join EnergyCents this week to share the biggest learnings from recently completed earnings …

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Upstream in Perspective- Ep 45: Insights on the Vaca Muerta 42:54

1y ago42:54

42:54

Vaca Muerta Shale play is the most important unconventional resource play outside North America. Over the last decade, it has seen significant improvements in productivity and costs, overcoming technical challenges by leveraging technologies and approaches employed in the US shale plays. The play is dominated by Argentine national oil company YPF a…

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S&P Global Commodity Insights

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EnergyCents- Ep 68: Ukraine: War, sanctions, and implications for European gas markets 28:44

1y ago28:44

28:44

Western governments quickly responded to Russia’s late February invasion of Ukraine with economic sanctions to discourage further escalation of conflict and lessen what is already a humanitarian tragedy. Initial sanctions excluded Russia’s energy supply, though oil and gas markets still reflect scarcity amid uncertainty. S&P Global Expert on Europe…

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S&P Global Commodity Insights

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EnergyCents- Ep 67: Top 10: The biggest cleantech trends to watch in 2022 28:15

1y ago28:15

28:15

IHS Markit’s cleantech team released its “Top 10 clean technology trends in 2022” earlier this year, placing bets on the biggest expected movements across solar, battery, and other cleantech sectors. IHS Markit Vice President of Cleantech Eduard Sala de Vedruna joins EnergyCents this week to discuss four of the team’s top 10 predictions, as well as…

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EnergyCents- Ep 66: Fuel switching: Refineries consider growth options as traditional demand wanes 40:20

1y ago40:20

40:20

Structural declines in fuel demand will lead to reduction in global refining capacity over the coming years and decades. Where then might lie opportunities for growth-directed investment? IHS Markit’s Head of Americas Refining Debnil Chowdhury joins EnergyCents this week to consider the changing incentives of Downstream executives, the opportunity …

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EnergyCents- Ep 65: Crew change: EPCs look to apply expertise to large-scale low-carbon projects 44:42

1y ago44:42

44:42

Global Engineering, Procurement, Construction (EPC) firms have long embraced project-management opportunities with partners in oil and gas, particularly when it comes to complex offshore projects. However, the pipeline of opportunities is changing as the energy sector prioritizes low-carbon initiatives. Offshore Supply Chain Expert Ding Li Ang join…

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S&P Global Commodity Insights

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EnergyCents- Ep 64: WFH: How the loss of commutes has changed mobility and fuel expectations 47:25

1y ago47:25

47:25

Before the pandemic, more than 25% of vehicle miles traveled in the United States came from commuting. Professionals are now working from home some, or all, of every week. Should we expect proportionate declines in fuel demand, and extensions of automobile lifespans? Mobility Experts Fellipe Balieiro and Todd Campau join to EnergyCents this week to…

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S&P Global Commodity Insights

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EnergyCents- Ep 63: Popularity contest: Batteries, hydrogen, and the race for cleantech capital 36:26

1y ago36:26

36:26

Battery and hydrogen technologies have emerged as two of the highest profile ideas to lower the world’s carbon emissions. Battery technology is further along in many ways, though hydrogen has momentum thanks to enthusiastic support from governments, investors, and even traditional energy providers. Cleantech Experts Sam Wilkinson and Alex Klaessig …

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S&P Global Commodity Insights

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EnergyCents- Ep 62: Mind the gap: Asia struggles to attract net-zero investment as targets near 40:58

1y ago40:58

40:58

Asian countries will generate about 70% of the world’s electricity demand growth between 2021 and 2025. And most of these markets are on track to fall short of stated net-zero targets due to lack of investment in renewables. IHS Markit Power Experts Chad Singleton and Vince Heo join EnergyCents this week to discuss the gap between certain countries…

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S&P Global Commodity Insights

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EnergyCents- Ep 61: High expectations: Can clean and traditional energy both outperform in 2022? 40:50

1y ago40:50

40:50

There’s a degree of consensus from financial prognosticators that energy equities from both the low-carbon and traditional sectors will outperform in 2022. IHS Markit Experts in capital and energy markets Chris Fenske, Peter Gardett, and Karim Fawaz join EnergyCents this week to discuss the operating environments behind the equity enthusiasm, and w…

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S&P Global Commodity Insights

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EnergyCents- Ep 60: Scope creep: Upstream sector shifts attention to emissions 41:26

1y ago41:26

41:26

Oil and gas producers made headlines in 2021 selling “net-zero oil” thanks to the purchase of carbon offset credits to mitigate Scope 1 and Scope 2 emissions associated with bringing that oil to market. IHS Markit Upstream emissions experts Kevin Birn and Raoul LeBlanc join EnergyCents to discuss the upstream sector’s emissions-management strategie…

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S&P Global Commodity Insights

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EnergyCents- Ep 59: Review and resolution: Shale sector activity in 2021 and 2022 47:03

1+ y ago47:03

47:03

EnergyCents welcomes back IHS Markit shale sector experts Reed Olmstead and David Vaucher for our annual year-in-review episode. We check in to see how well we performed against personal resolutions in 2021, make new resolutions for 2022, and share predictions on how the shale sector will evolve in the coming year.…

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S&P Global Commodity Insights

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EnergyCents- Ep 58: Good COP, Bad COP: The Road from COP26 30:52

1+ y ago30:52

30:52

After months of high expectations, the UN conference COP26 concluded in November and left many climate enthusiasts wishing there had been more substantial policy successes. There are reasons for optimism, however, including a surprise agreement on carbon offset trading provisions. EnergyCents welcomes IHS Markit climate and finance experts Peter Ga…

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S&P Global Commodity Insights

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EnergyCents- Ep 57: Supply anxiety – Physical tightening gives legs to recent oil price rally 38:09

1+ y ago38:09

38:09

Oil markets find themselves at the intersection of fear and greed with supply concerns and fear-of-missing-out enthusiasm pushing prices into a higher band for 2021 and 2022. EnergyCents welcomes back oil markets expert Karim Fawaz to discuss reasons for the step change in oil price support, and where he sees markets trending over the coming months…

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