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S&P Global Commodity Insights · Business

Energy Evolution

Interviews, analysis and reporting from S&P Global Energy on energy and commodities' transition to a cleaner future. Host Eklavya Gupte speaks with policymakers, industry professionals and S&P Global Energy in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast merged with the Platts Future Energy podcast in January 2025.

Episodes

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AI-powered threats put Europe’s power system on high alert

29 Sep 2026
27m
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Checking in on US offshore wind: Lease buybacks and legal blowback

22 Sep 2026
22m
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AI demand is intensifying the race to build advanced nuclear reactors

15 Sep 2026
32m
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Advanced nuclear technology is transitioning from theoretical designs to tangible, commercial-ready assets, driven by surging electricity demand from data centers and hyperscalers. While no advanced reactor has yet delivered power to the U.S. grid, developers like Oklo are leveraging standardized designs and collaborat...

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Global diesel shortages squeeze the Americas

10 Sep 2026
23m
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War and decarbonization: Rewriting the UK and Europe's refining future

08 Sep 2026
32m
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Why protesters want to slow America’s data center boom

01 Sep 2026
25m
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Europe's electrification challenge: Can ambition meet reality?

25 Aug 2026
32m
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Balcony solar and EVs are giving consumers a greater role in grid flexibility

18 Aug 2026
42m
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Decentralized home energy generation is shifting toward consumer-led solutions through plug-in solar and vehicle-to-grid (V2G) technologies. Plug-in solar, or balcony solar, enables renters and apartment residents to reduce electricity loads by plugging small systems directly into standard outlets, a practice already w...

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Cybersecurity and clean energy: Inside the EU funding ban for solar and storage inverters

11 Aug 2026
30m
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The European Commission’s decision to restrict EU funding for solar and battery storage projects using inverters from "high-risk" suppliers, primarily targeting China, creates significant uncertainty for the renewable energy sector. With over 80% of solar inverters in Europe originating from Chinese manufacturers, the ...

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Grid operator PJM juggles reforms as power auction results hit price cap again

04 Aug 2026
33m
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The PJM capacity market is struggling to balance record-high electricity demand from AI data centers with the need for reliable, affordable power generation. Recent auction results for the 2028-2029 delivery year cleared at a $325 per megawatt-day cap, yet still failed to meet reliability requirements, highlighting a s...

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Discussing Democrats’ midterm message on energy

28 Jul 2026
47m
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Moving beyond the grid bottleneck with smart technology

21 Jul 2026
23m
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The summer stress test: How heat waves are rewiring Europe's power markets

14 Jul 2026
25m
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The new economics of renewable energy: Why transmission trumps technology

07 Jul 2026
25m
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What California’s launch of an extended day-ahead market means for the western US

01 Jul 2026
39m
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Cameco makes the case for large nuclear reactors

23 Jun 2026
23m
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How the Iran war is challenging and changing Europe’s gas market

16 Jun 2026
37m
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How battery storage is transforming the power grid How battery storage is transforming the power grid

09 Jun 2026
28m
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Discussing data centers' grid impacts with Amazon Web Services

02 Jun 2026
21m
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Beyond molecules: The rise of environmental commodities

27 May 2026
21m
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