Podcasts about s p global commodity insights

In this episode of the All Things Sustainable podcast, we're talking to Cassandra Garber, Chief Sustainability Officer of General Motors, one of the world's largest car companies.  The interview is the latest installment in our CSO Insights podcast series, where we interview CSOs around the world about how they're navigating the changing sustainability landscape. The sustainability space has been through enormous transformation in recent years and CSOs have a front-row seat to this evolution.  Transportation is considered one of the hard-to-abate sectors because most forms of transportation burn fossil fuels for energy. In the episode, Cassandra outlines GM's commitment to a zero-emissions, all-electric future and how the company is breaking down barriers to electric vehicle adoption — what she calls the "three Cs" of cost, charging infrastructure, and the perception that EVs are complicated.   "Reducing those tailpipe emissions and focusing on EV adoption makes our business strategy and sustainability strategy incredibly aligned," Cassandra says. "That is by far what we're focused on the most: How are we breaking down the barriers to EV adoption because it's good for business and society."  This interview took place on the sidelines of The Nest Climate Campus, where the All Things Sustainable podcast was an official media partner during Climate Week NYC 2025.  Listen to other episodes in the CSO Insights podcast series:  CSO Insights: Singapore's biggest bank on the 'business imperative' of climate action  CSO Insights: How a big Malaysian bank balances climate, nature, human rights and economic inclusion  CSO Insights: How sustainability pullback is playing out in Southeast Asia  Listen to our episode What to expect from COP30 Learn about the Global Carbon Markets Conference from S&P Global Commodity Insights taking place in Barcelona shortly after COP30. This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global. Copyright ©2025 by S&P Global      DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.      Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.   S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

In this episode of the Look Forward Podcast, host Andy Critchlow is joined by Lindsey Hall, Global Head of Thought Leadership at Sustainable One, and Eklavya Gupte, Head of Carbon News Reporting at S&P Global Commodity Insights. Together, they delve into the critical discussions surrounding COP 30, the "Davos of climate change." With the conference taking place in Brazil, the episode explores key themes such as carbon emissions reduction, the balance between economic development and sustainability, and the evolving role of private sector finance in climate adaptation. Tune in to gain insights on the geopolitical landscape, the significance of multilateralism, and the expectations for meaningful outcomes from this pivotal global gathering. For more from Lindsey and Eklavya, please check our their respective podcasts All Things Systainable (Lindsey Hall) Energy Evolution (Eklavya Gupte) Don't forget to subscribe on Spotify, Apple Podcasts, or YouTube for more insightful discussions from S&P Global's Look Forward Podcast!  

The United Nations convenes its Climate Change Conference of the Parties in Belém, Brazil Nov. 10-21, and in this episode of the All Things Sustainable podcast we're covering what to expect from COP30.  This annual UN summit convenes world leaders to work together on solutions to tackle climate change, and COP30 is known as the "Implementation COP," which means a focus on turning climate commitments into action. To learn more, we sit down on the sidelines of the PRI in Person conference in São Paulo, Brazil, this week with Marcos Neto. Marcos is Assistant Secretary General at the UN Development Programme (UNDP) and Director of UNDP's Bureau of Policy and Programme Support.   Marcos explains the big themes he's watching heading into COP30 — including the rising focus on adaptation and resilience; the evolving role of insurance in climate conversations; financing needs; and the climate-nature nexus. He also discusses UNDP's work to help countries develop their Nationally Determined Contributions, which are countries' plans for achieving the goals of the Paris Agreement that are updated every five years.    Marcos grew up in Belém, and he says his hometown exemplifies the need to strike a balance between climate goals and economic development.  "Belém is a great symbol of that — because there is poverty, because there are Indigenous peoples, because there are forests ... agriculture, cattle ranchers," he says. "We need to figure out a way to live with all those aspects."   Listen to our podcast interview with Marcos during last year's COP29 conference here: UN official says credibility of climate COPs at stake heading into 2025 | S&P Global  Read more from S&P Global about what to expect from COP30: COP30: Climate governance at a crossroads | S&P Global  Read our latest Road to COP report on the Platts Connect platform (requires log-in): https://plattsconnect.spglobal.com/#platts/previewDocument?id=478c7957-99a9-45de-9382-4c964aa1c023   Learn about the Global Carbon Markets Conference from S&P Global Commodity Insights taking place in Barcelona shortly after COP30.  This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.  Copyright ©2025 by S&P Global      DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.      Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).      This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.      S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

In this episode of the Look Forward Podcast from S&P Global, host Andy Critchlow delves into the complex landscape of decarbonizing the aviation sector. Joined by experts Roman Kramarchuk and Ina Clarita from S&P Global Commodity Insights, the discussion highlights the critical challenges of reducing carbon emissions in aviation, including the rising demand for sustainable aviation fuels (SAF) and the high costs associated with their production. Listeners will gain insights into the current state of aviation emissions, the role of various feedstocks, and the fragmented policy environment impacting SAF adoption. The episode also explores the potential of emerging technologies, the importance of global cooperation in setting cohesive policies, and the implications for airlines and consumers as the industry strives for a more sustainable future. Tune in to understand how these factors will shape the aviation sector's transition towards net-zero emissions and what it means for the future of air travel. Don't forget to subscribe on Spotify, Apple Podcasts, or YouTube for more insightful discussions from S&P Global's Look Forward Podcast!

Is green hydrogen a ‘miracle fuel' or an expensive illusion? Can we decarbonize without it? And what happens when hydrogen hype meets hard economics?This week on Cleaning Up, Michael Liebreich debates Erik Rakhou, author of Touching Hydrogen Future, in a no-holds-barred discussion moderated by Andrew Critchlow of S&P Global Commodity Insights.Together, they contest one of the most contentious topics in energy today: hydrogen. Liebreich argues that hydrogen is plagued by physics-driven cost barriers and limited real-world applications, while Rakhou defends its potential as a critical tool for industrial decarbonization, energy resilience, and long-term security.From the potential of green vs. blue hydrogen, to global ammonia trade routes, Europe's pipeline ambitions, and China's hydrogen cost curve, this debate pulls no punches. Topics include:Whether there'll ever be a hydrogen-based economyWhy hydrogen economics remain so challengingThe role of carbon pricing vs. subsidiese-Fuels and hydrogen's place in transport, steel, and aviationWhy electrification trumps hydrogenThis episode was recorded at the S&P Global offices in London and originally broadcast as a S&P Global webinar on October 29, 2025. THanks to S&P Global and Andrew Critchlow for hosting the debate.Leadership Circle:Cleaning Up is supported by the Leadership Circle, and its founding members: Actis, Alcazar Energy, Davidson Kempner, EcoPragma Capital, EDP of Portugal, Eurelectric, the Gilardini Foundation, KKR, National Grid, Octopus Energy, Quadrature Climate Foundation, SDCL and Wärtsilä. For more information on the Leadership Circle, please visit https://www.cleaningup.live. Read more:Erik's website: https://rakhou.comThe EU's hydrogen strategy: https://energy.ec.europa.eu/topics/eus-energy-system/hydrogen_en• Data on EU natural gas prices 2010-2025: https://drive.google.com/file/d/1buQTdpQOMShue-zXyZUYVgZ9dPe5rZ5Y/view?usp=share_linkMichael Liebreich's Keynote Speech at World Hydrogen Congress 2022: https://www.youtube.com/watch?v=Xj900aBPkiYErik's book ‘Touching Hydrogen Futures': https://europeangasmarket.euEuropean Court of Auditors call for a hydrogen reality check: https://www.eca.europa.eu/en/news/NEWS-SR-2024-11Michael's Pragmatic Climate Reset: https://about.bnef.com/insights/clean-energy/liebreich-the-pragmatic-climate-reset-part-i/

India's energy transition story can be vividly seen through the lens of one of its most established utilities, Tata Power, which has shifted from a long-standing reliance on coal to become an integrated renewable energy company aiming for a 70% clean power capacity mix by 2030. In this episode, S&P Global Commodity Insights editor Ruchira Singh interviews Tata Power CEO and managing director Praveer Sinha on India's ambitious plan to install 500 GW of non-fossil fuel-based power capacity by the end of the decade. In a wide-ranging conversation, Sinha discusses critical infrastructure challenges — from land acquisition hurdles to transmission bottlenecks — and explains how Tata Power plans to deliver 24/7 renewable energy through integrated solar, wind, pumped hydro and battery storage solutions.

India's energy transition story can be vividly seen through the lens of one of its most established utilities, Tata Power, which has shifted from a long-standing reliance on coal to become an integrated renewable energy company aiming for a 70% clean power capacity mix by 2030. In this episode, S&P Global Commodity Insights editor Ruchira Singh interviews Tata Power CEO and managing director Praveer Sinha on India's ambitious plan to install 500 GW of non-fossil fuel-based power capacity by the end of the decade. In a wide-ranging conversation, Sinha discusses critical infrastructure challenges — from land acquisition hurdles to transmission bottlenecks — and explains how Tata Power plans to deliver 24/7 renewable energy through integrated solar, wind, pumped hydro and battery storage solutions.

In this episode of the All Things Sustainable podcast, we explore why adaptation and resilience are taking center stage in climate conversations ahead of COP30, the UN's upcoming climate change conference.   We talk to Jeff Gitterman, CEO of Gitterman Asset Management and partner at Gitterman Wealth Management. He explains why adaptation was a big focus during Climate Week NYC in 2025, and where he sees future opportunities to invest in resilience and sustainable infrastructure.    "Every room I was in, everywhere I went around the city, there was a focus around adaptation and resilience like I've never seen before," Jeff tells us.  We also sit down with Alan Brookes, the Chairman and CEO of sustainable design, engineering and consulting firm Arcadis. He explains how the firm's projects worldwide build resilience to climate change while also accounting for the needs of communities and incorporating nature-based solutions — for example, building parks that also provide flood and storm protection.   "Cities need to be more innovative in their approaches," Alan says. "Otherwise, you're just going to build walls around every city, which is not what people want to see."   We conducted these interviews during Climate Week NYC at The Nest Climate Campus, where the All Things Sustainable podcast was an official media partner.   Read S&P Global's key takeaways from Climate Week NYC: 5 Climate Week NYC takeaways setting the scene for decision-making in 2026 | S&P Global  Listen to our interview with CDP CEO Sherry Madera: Water, water everywhere in Climate Week NYC conversations | S&P Global  Read a report from S&P Global Commodity Insights about what to expect from COP30: COP30: Climate governance at a crossroads | S&P Global  This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.    Copyright ©2025 by S&P Global      DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.      Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).      This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.      S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

In this episode, host Andy Critchlow, Head of News at S&P Global Commodity Insights, is joined by Paul Gruenwald, Chief Economist at S&P Global Ratings. Together, they unpack the key takeaways from the recent IMF meetings, exploring themes of economic resilience amid tariff uncertainties, the shifting dynamics of global trade, and the implications of AI on future growth.

The energy policy of Europe's largest economy, Germany, is the focus of this week's episode. The coalition government's energy ministry recently published a monitoring report highlighting the need for a reality check on electricity demand forecasts and the implications for renewable energy expansion. Andreas Franke, editorial lead at S&P Global Commodity Insights, and Henning Gloystein, managing director of energy, climate & resources at Eurasia Group, examine how revised projections could alter Berlin's solar and wind expansion targets, and reshape the country's path to 80% renewable power by 2030. The conversation delves into the challenges facing German industry amid high energy costs and questions whether the country's 2045 climate targets remain realistic, given its planned reliance on gas-fired power generation. Franke and Gloystein also discuss how this recalibrated approach signals broader challenges facing the global energy transition, and they debate whether similar "reality checks" may be needed across other European nations.

This episode of the All Things Sustainable podcast explores the rapidly changing global landscape for the energy transition and how factors like geopolitical tensions, AI and government policies are driving change ahead of COP30, the UN's upcoming Climate Change Conference of the parties.   We examine these dynamics through the lens of the world's two most populous countries: India and China.   We talk with Carlos Pascual, Senior Vice President and Head of Geopolitics and International Affairs at S&P Global Commodity Insights and a former US Ambassador to Mexico and Ukraine. He outlines the complexities of US-China relations, including the competition for technological dominance and energy resources.  "In many ways, China has developed a degree of technology expertise that is having an impact on this relationship in ways that have not been expected," Carlos says.  To understand how India is navigating these dynamics, we talk with Vaishali Nigam Sinha, Co-Founder and Chairperson of Sustainability at ReNew, a decarbonization solutions company deploying renewables and other low-carbon technologies in India. She highlights the importance of international collaboration for accessing technology, critical minerals and financing for renewable projects.  "This clean energy transition is not about individual countries," Vaishali says. "It's about what all of us can do together.”  Vaishali also emphasizes the importance of engaging local communities in the energy transition to ensure that they are equipped with the necessary skills and knowledge to participate.  We sat down with Carlos and Vaishali on the sidelines of The Nest Climate Campus, where the All Things Sustainable podcast was an official media partner during Climate Week NYC.  Listen to our interview with the CEO of the World Business Council for Sustainable Development, or WBCSD: Kicking off Climate Week NYC in a fragmented global landscape  Read S&P Global's key takeaways from Climate Week NYC: 5 Climate Week NYC takeaways setting the scene for decision-making in 2026 | S&P Global  Read the latest energy and climate scenarios from S&P Global Commodity Insights: Beyond the Energy Transition | S&P Global  This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.   Copyright ©2025 by S&P Global      DISCLAIMER     By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.      Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).      This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.      S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Donald Trump's second presidential term. As the US pivots toward fossil fuel expansion and rolls back clean energy initiatives, Europe is recalibrating its energy transition pace amid mounting concerns about economic competitiveness and affordability. The discussion features Laurent Ruseckas, executive director of gas, geopolitics and finance, and Coralie Laurencin, director of European gas, power and carbon policy, both at S&P Global Commodity Insights. They examine Europe's pushback on climate regulations, implementation challenges facing the EU's methane rules and the carbon border adjustment mechanism, and how surging US LNG supplies could strengthen transatlantic energy ties.

In this episode of Energy Evolution, host Eklavya Gupte explores the growing divergence between European and US climate policies nearly a year into Donald Trump's second presidential term. As the US pivots toward fossil fuel expansion and rolls back clean energy initiatives, Europe is recalibrating its energy transition pace amid mounting concerns about economic competitiveness and affordability. The discussion features Laurent Ruseckas, executive director of gas, geopolitics and finance, and Coralie Laurencin, director of European gas, power and carbon policy, both at S&P Global Commodity Insights. They examine Europe's pushback on climate regulations, implementation challenges facing the EU's methane rules and the carbon border adjustment mechanism, and how surging US LNG supplies could strengthen transatlantic energy ties.

El petróleo ruso sigue siendo un componente importante del balance energético mundial y nuevas sanciones a Rusia provocarán un aumento de los precios de los hidrocarburos y de la inflación, declaró Dave Ernsberger, copresidente de S&P Global Commodity Insights, en una reciente entrevista.

La Chine vient de lancer une enquête sur les exportations de noix de pécan des États-Unis et du Mexique. Pékin dénonce des ventes à des prix inférieurs à ceux du marché, ventes qui porteraient préjudice à l'industrie nationale chinoise.  La Chine ne produit qu'environ 3 000 tonnes de noix de pécan et a besoin de beaucoup plus pour faire tourner ses usines de transformation, explique José Gutierrez Fernandez, analyste, noix, épices et fruits secs, chez S&P Global Commodity Insights. Depuis 2010, la Chine est le premier importateur mondial et dépend des États-Unis et du Mexique qui fournissent à eux deux 70 % du marché ! La Chine achète aussi en Afrique du Sud, ce qui lui permet d'avoir des fournisseurs aux périodes de récoltes différentes, qui lui garantissent un approvisionnement tout au long de l'année. Cette enquête est donc perçue avant tout comme une mesure de rétorsion contre les taxes américaines. Les noix de pécan avaient déjà été prises dans la tourmente de la guerre commerciale lancée pendant le premier mandat de Donald Trump, Pékin avait à ce moment-là riposté par des droits de 47 % sur la noix de pécan. L'intégration du Mexique dans l'enquête est nouvelle, et interroge, dans la mesure où le Mexique n'est pas le fournisseur principal de la Chine. Impact immédiat ? L'enquête chinoise, annoncée pour durer un an, n'interdit pas aux exportateurs américains et mexicains de vendre en Chine, mais il n'est pas exclu de voir les douaniers chinois mettre plus de temps à approuver les commandes. En pratique, l'enquête se fait déjà sentir : les achats chinois ont chuté depuis un an et les exportations américaines aussi, les deux étant très liés. Sur les quatre premiers de l'année de la campagne commerciale, d'octobre 2024 à janvier 2025, les exportations américaines de noix de pécan ont chuté de 70 %, selon le ministère américain de l'Agriculture. L'ensemble de la saison 2024/2025 a été une des plus basses depuis les années 1990, selon S&P Global Commodity Insights. Coup dur pour les États-Unis et le Mexique Les conséquences de l'enquête pourraient être d'autant plus contraignantes que c'est précisément l'appétit chinois qui a poussé les principaux États producteurs à augmenter leurs volumes de production ces dernières années, Mexique et États-Unis en tête. Toute nouvelle baisse des importations chinoises de noix de pécan va faire augmenter les stocks au Mexique et aux États-Unis et risque d'entrainer de fortes baisses de prix sur ces deux marchés. Sans parler des difficultés pour les agriculteurs : lors de la précédente guerre commerciale, les producteurs de plusieurs États américains avaient été durement touchés, et les États-Unis avaient dû diversifier leurs ventes vers le Canada, Israël, la Hollande ou encore l'Allemagne, explique José Gutierrez Fernandez, mais cela n'avait pas suffi à combler le manque d'achats chinois. Cette enquête va aussi directement compliquer l'approvisionnement de la Chine. Son alternative, c'est d'acheter plus en Afrique du Sud, et auprès d'autres producteurs mineurs tels que l'Argentine, le Brésil et l'Australie. Mais ils ne fourniront jamais assez si les besoins de la Chine restent les mêmes. À lire aussiLa guerre commerciale de Donald Trump redessine les exportations chinoises

In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European utilities are adapting their net-zero strategies amid evolving political and economic realities. Rives sheds light on how some US utilities are increasingly backtracking on their green pledges and adjusting their messaging to align with the Trump administration's "American energy dominance" agenda. Meanwhile, Blackburne discusses how European utilities are maintaining their emissions targets even as they scale back investment plans due to macroeconomic headwinds.

In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions. The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European utilities are adapting their net-zero strategies amid evolving political and economic realities. Rives sheds light on how some US utilities are increasingly backtracking on their green pledges and adjusting their messaging to align with the Trump administration's "American energy dominance" agenda. Meanwhile, Blackburne discusses how European utilities are maintaining their emissions targets even as they scale back investment plans due to macroeconomic headwinds.

In this episode of the Look Forward Podcast, host Andy Critchlow, head of news at S&P Global Commodity Insights, delves into the dynamic and resilient market of India. As the global geopolitical landscape shifts, India emerges as a pivotal player in the next chapter of global growth. Joined by an expert panel including Gauri Jauhar, Deepa Kumar, and Atul Arya from S&P Global, the discussion unpacks the forthcoming India Forward report, which offers insights into India's outlook for 2025 and beyond.

In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Global Commodity Insights, about the current state of the US coal industry. Although the sector has experienced a significant decline in its share of electricity generation over the past several decades, recent data indicate a resurgence in production compared to last year. This uptick in coal production coincides with the Trump administration's rollout of several policies and initiatives that favor the coal industry, igniting optimism among coal miners regarding the potential to meet rising electricity demand. However, Taylor cautions that the industry faces several challenges under the current administration, including ongoing trade tensions with key partners. He also highlights long-term forecasts indicating that while coal may see short-term gains, demand could contract again in the coming years due to competitive natural gas prices and the continued expansion of renewable energy sources. Links: CAPP rail (CSX) OTC CAKM001 PRB 8,800 OTC CTAM001 Low Vol HCC AAWWR00 FOB Baltimore CUATB04

In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Global Commodity Insights, about the current state of the US coal industry. Although the sector has experienced a significant decline in its share of electricity generation over the past several decades, recent data indicate a resurgence in production compared to last year. This uptick in coal production coincides with the Trump administration's rollout of several policies and initiatives that favor the coal industry, igniting optimism among coal miners regarding the potential to meet rising electricity demand. However, Taylor cautions that the industry faces several challenges under the current administration, including ongoing trade tensions with key partners. He also highlights long-term forecasts indicating that while coal may see short-term gains, demand could contract again in the coming years due to competitive natural gas prices and the continued expansion of renewable energy sources. Links: CAPP rail (CSX) OTC CAKM001 PRB 8,800 OTC CTAM001 Low Vol HCC AAWWR00 FOB Baltimore CUATB04

In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new market dynamics in the world of marine fuels. Under FuelEU Maritime, which took effect from Jan. 1, 2025, ships calling at European ports have a mandate to cut greenhouse gas intensity by 2% this year from 2020 baselines, escalating to 80% by 2050. Host Eklavya Gupte speaks with Chris To, lead specialist in alternative fuels pricing at S&P Global Commodity Insights, about how the maritime industry is adapting to these regulatory changes. To also explains how the policy is spurring innovative compliance trading strategies, including the banking and pooling of surplus credits between compliant and noncompliant vessels.

In this episode of Energy Evolution, we explore how the EU's FuelEU Maritime regulation is pushing the shipping sector to decarbonize, creating new market dynamics in the world of marine fuels. Under FuelEU Maritime, which took effect from Jan. 1, 2025, ships calling at European ports have a mandate to cut greenhouse gas intensity by 2% this year from 2020 baselines, escalating to 80% by 2050. Host Eklavya Gupte speaks with Chris To, lead specialist in alternative fuels pricing at S&P Global Commodity Insights, about how the maritime industry is adapting to these regulatory changes. To also explains how the policy is spurring innovative compliance trading strategies, including the banking and pooling of surplus credits between compliant and noncompliant vessels.

In this enlightening episode of The Leaders Podcast, host Joe Cass engages in a thought-provoking discussion with Robyn Grew, CEO of Man Group, and Dave Ernsberger, co-President of S&P Global Commodity Insights. Subscribe (Apple Podcasts): https://podcasts.apple.com/us/podcast/leaders-with-joe-cass/id1515429355 Subscribe (Spotify): https://open.spotify.com/show/5TdWBOagDtFdO6Rr4PtN4W Watch on our website: https://www.spglobal.com/en/research-insights/podcasts/leaders

In this episode of the Look Forward Podcast, host Andy Critchlow, head of news at S&P Global Commodity Insights, delves into the pivotal role of cement in shaping the global economy. Joined by industry experts Abdulhamit Akçay, Vice President of the Turkish Cement, and Binny Sabharwal, Senior Price Reporter at S&P Global, the discussion explores the intricate dynamics of cement production and consumption.

As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to take place Sept. 25–26 in New Delhi — is set to bring together the nation's decision-makers and industry experts to examine the regulatory frameworks, investment opportunities, and technological innovations shaping India's hydrogen economy. The event will also address the critical challenges and opportunities defining the sector's trajectory. From the National Green Hydrogen Mission's implementation to emerging trade dynamics and project financing strategies, the event is set to provide strategic insights essential for navigating India's evolving hydrogen landscape. Sambit Mohanty, Asia Energy Editor, discusses some of the key themes with Dave Ernsberger, co-president of S&P Global Commodity Insights, and R. K. Malhotra, president of the Hydrogen Association of India. What are the steps needed to bring transparency to a market that would ultimately drive efficiency and bring down cost over time?

As India tries to position itself as a global hydrogen leader, the World Hydrogen India conference by S&P Global Commodity Insights — scheduled to take place Sept. 25–26 in New Delhi — is set to bring together the nation's decision-makers and industry experts to examine the regulatory frameworks, investment opportunities, and technological innovations shaping India's hydrogen economy. The event will also address the critical challenges and opportunities defining the sector's trajectory. From the National Green Hydrogen Mission's implementation to emerging trade dynamics and project financing strategies, the event is set to provide strategic insights essential for navigating India's evolving hydrogen landscape. Sambit Mohanty, Asia Energy Editor, discusses some of the key themes with Dave Ernsberger, co-president of S&P Global Commodity Insights, and R. K. Malhotra, president of the Hydrogen Association of India. What are the steps needed to bring transparency to a market that would ultimately drive efficiency and bring down cost over time?

Welcome to the latest episode in the Terra Carta Series of the All Things Sustainable podcast, a collaboration with the Sustainable Markets Initiative (SMI). Throughout 2025, we'll be interviewing SMI member CEOs from around the world and across industries about how they're approaching sustainability challenges and opportunities.   Today we're speaking with Octopus Energy CEO Greg Jackson. Octopus Energy was founded in the UK in 2016 and has grown into a global clean energy tech business. Greg explains how the company is using technology and AI to lower the cost of decarbonization for consumers.   “When you introduce really agile digital technology into a rapidly changing world, we find we can make the energy transition an upgrade — it's better and cheaper for people, not a sacrifice,” Greg says.   About the SMI and Terra Carta Podcast Series: The SMI is a network of over 250 global CEOs across finance and industry. It facilitates private sector diplomacy with the ambition of making sustainability the driving force of global markets and value creation. S&P Global is a proud SMI member.    Listen to previous episodes in the Terra Carta Series here: Terra Carta Series | S&P Global  Learn about energy transition data and services from S&P Global Commodity Insights here.  The All Things Sustainable podcast from S&P Global will be an official media partner of The Nest Climate Campus during Climate Week NYC. Register free to attend here.  This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.    Copyright ©2025 by S&P Global  DISCLAIMER  By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.  Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).  This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL.  S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.      S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

APPEC to look at Asia's changing energy narrative amid tariffs and transition   Navigating trade, technology and transition—that's the theme of this year's Asia Pacific Petroleum Conference, or APPEC 2025, by S&P Global Commodity Insights. It is scheduled to take place during September 8-11 in Singapore, where CEOs, government officials and market experts will share their insights on geopolitical influences on energy markets, technological innovation, and disruptions, redefined decarbonization strategies and price outlooks. Delegates will also seek answers on how Asia is navigating a multi-faceted energy future to ensure energy security at a time when many countries are faced with high trade tariffs and sanctions on energy producers are either limiting or diverting energy flows. In this episode of Platts Oil Markets Podcast ahead of APPEC, Asia energy editor Sambit Mohanty discusses with Vera Blei, head of Market Reporting and Trading Solutions, Calvin Lee, head of Asia Content, and Pulkit Agarwal, head of India Content, some of the key themes that will dominate discussions at APPEC. Related links: APPEC 2025 - Register your interest

Join Andy Critchlow, head of news at S&P Global Commodity Insights, and Zahabia Gupta, head of emerging markets credit research at S&P Global Ratings, as they delve into the complexities of frontier markets. Listen along as the pair explores the distinctions between frontier and emerging markets, and the implications of recent global trends on these economies. Related Research: Frontier Markets Quarterly Highlights: Navigating Vulnerabilities: The Impact Of Global Supply Chains

In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on encouraging the transition to electric vehicles. With states varying wildly in their interest and support in electric vehicles and charging infrastructure, what will happen to the deployment of lower-carbon transportation in the country during the current president's term? Host Taylor Kuykendall discusses the issue with Daniel Weeks, energy transition reporter for S&P Global Commodity Insights; Suzanna Massingue, low-carbon transportation analyst at Commodity Insights; and Alan Collins, director of the division of resource economics and management at West Virginia University. What do the administration's budget bills mean for the trajectory of EVs and how might states react? Tune in to learn more. 

In the US, the Trump administration's rollback of federal incentives supporting electric vehicle adoption will put states back in the driver's seat on encouraging the transition to electric vehicles. With states varying wildly in their interest and support in electric vehicles and charging infrastructure, what will happen to the deployment of lower-carbon transportation in the country during the current president's term? Host Taylor Kuykendall discusses the issue with Daniel Weeks, energy transition reporter for S&P Global Commodity Insights; Suzanna Massingue, low-carbon transportation analyst at Commodity Insights; and Alan Collins, director of the division of resource economics and management at West Virginia University. What do the administration's budget bills mean for the trajectory of EVs and how might states react? Tune in to learn more. 

Join us on the Look Forward Podcast as host Andy Critchlow interviews Carlos Pascual, Senior Vice President for Global Geopolitics and International Affairs at S&P Global Commodity Insights. In this insightful episode, we discuss the current geopolitical landscape marked by increasing protectionism and the implications of recent tariff policies on global trade. Carlos highlights the role of emerging economies in a shifting world order and examines the challenges of energy transition amid rising tensions. Discover how these geopolitical and economic factors affect energy security, inflation, and international relations. Stay informed and prepared for the future with expert insights from the Look Forward Podcast.

In this episode of the All Things Sustainable podcast we bring you the first of a special series featuring major pension funds around the world.   We sit down in Mexico City, Mexico with Alejandro Bújanos, Head of Sustainable Investing at Afore SURA. This is one of the largest pension funds in Mexico and a subsidiary of SURA Asset Management. Alejandro outlines how the pension fund seeks to drive Mexico's transition to a low-carbon economy by engaging with major national companies. "We believe that we need to be active owners and actually improve the countries where we're living," Alejandro says. "My main challenge is how to transition our portfolio to a low-carbon economy, and, while doing that, also have an impact in the real economy."  Alejandro highlights the role that collaborative initiatives play in the market. Earlier this year, Afore SURA and other financial institutions in Mexico launched one such initiative,  called MxColab, to engage with major Mexican companies on issues like climate change.  "These very big companies that have been here for a long time ... it's hard to change them," he says. "Pulling investors together might be the only way to have a substantial enough size for these very big owners to actually listen to what you're asking from them."  Learn about S&P Global Commodity Insights' Energy Transition services.  Explore how companies are approaching sustainability via S&P Global Sustainable1's Corporate Sustainability Assessment data.  The All Things Sustainable podcast from S&P Global will be an official media partner of The Nest Climate Campus during Climate Week NYC. Register free to attend here.  This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.   Copyright ©2025 by S&P Global    DISCLAIMER    By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.  Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.  S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

Join us in this episode as we speak with Dave Ernsberger, Co-President of S&P Global Commodity Insights, about his insights on market trends and the evolving role of technology in trading. Dave shares his experiences and perspectives on navigating the complexities of today's market landscape, highlighting both the challenges and opportunities that lie ahead. This conversation promises to be enlightening for anyone interested in understanding the future of data analytics in finance.

It's been more than three years since Russia invaded Ukraine. In this episode of the All Things Sustainable podcast, we're exploring how the conflict has prompted some businesses in Ukraine to lean in to sustainability. We'll also hear about companies' strategies to protect workers and address mental health challenges stemming from the war.  We talk with Tetiana Sakharuk, Executive Director of UN Global Compact Ukraine, about how the sustainability landscape is changing in Ukraine and how the UN Global Compact network is helping companies integrate sustainability into their operations — through training and accelerator programs, by connecting them with international investors and grant opportunities, and by setting up an online platform to support employees needing psychological help amid the war.  UN Global Compact Ukraine is a country-level network of the UN Global Compact (UNGC). The UNGC is a voluntary corporate sustainability initiative involving more than 20,000 companies across 160 countries. Participating companies commit to operate responsibly in line with sustainability principles on human rights, labor, environment and anti-corruption, and to support the UN's 17 Sustainable Development Goals.   In an interview on the sidelines of an event hosted by the UN Global Compact Mexico in June, Tetiana said Ukranian companies see sustainability as a way to attract investors and ensure the long-term viability of their businesses.   She shares how Ukrainian companies are rebuilding critical infrastructure like energy and removing mines from farmland. And she explains how some companies are supporting the health and wellbeing of their employees and communities.   Listen to our episode How companies in Latin America are embedding sustainability amid shifting dynamics here.  Listen to our episode "Energy transition discussions shift to pragmatism amid policy uncertainty" here.   Learn about S&P Global Commodity Insights' Energy Transition services.  This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.   Copyright ©2025 by S&P Global    DISCLAIMER    By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.  Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.  S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments and companies are building critical infrastructure for carbon trading and global climate cooperation. Host Eklavya Gupte speaks with Gurvinder Bains, Director of Business Development of Environmental Solutions at S&P Global Commodity Insights, who highlights the pivotal role of carbon registries in securing financing and scaling project development under Article 6. We also hear from Hugh Salway, Senior Director of Market Development and Partnerships at Gold Standard, who shares insights on how countries are increasingly viewing carbon credits as national assets and establishing domestic programs. The discussion addresses the challenges posed by an increasingly fragmented carbon market and the implications for effective global climate action. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays. Links: Platts CEC $/mtC02e PCECA00Platts Household Devices $/mtCO2e CNHDD00 Unlocking the potential of carbon markets: Designing carbon registries for success (white paper) Register for APPEC Carbon Markets Conference

In this episode of Energy Evolution, we delve into the latest developments around Article 6 of the Paris Agreement and explore how various governments and companies are building critical infrastructure for carbon trading and global climate cooperation. Host Eklavya Gupte speaks with Gurvinder Bains, Director of Business Development of Environmental Solutions at S&P Global Commodity Insights, who highlights the pivotal role of carbon registries in securing financing and scaling project development under Article 6. We also hear from Hugh Salway, Senior Director of Market Development and Partnerships at Gold Standard, who shares insights on how countries are increasingly viewing carbon credits as national assets and establishing domestic programs. The discussion addresses the challenges posed by an increasingly fragmented carbon market and the implications for effective global climate action. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays. Links: Platts CEC $/mtC02e PCECA00Platts Household Devices $/mtCO2e CNHDD00 Unlocking the potential of carbon markets: Designing carbon registries for success (white paper) Register for APPEC Carbon Markets Conference

  Oil is going through a period of uneasy calm. The higher-than-expected rise in OPEC+ production quotas for August, combined with a ceasefire between Israel and Iran, has provided oil markets some breathing space and introduced a bearish sentiment to prices, but new EU sanctions on Russia and the possibility of additional secondary sanctions by Washington could alter the price and trade flow scenarios. In this episode of Platts Oil Markets Podcast, Asia Energy Editor Sambit Mohanty discusses with Rahul Kapoor, vice president and head of oil shipping analytics at S&P Global Commodity Insights, and Dan Colover, head of oil and chemicals market engagement, on the implications of some of these developments on Asia.

In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure. Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressures that are emerging from warmer temperatures. Correspondent Camilla Naschert interviews Brian Motherway, head of the office of energy efficiency and inclusive transitions at the International Energy Agency, on Europe's growing appetite for air conditioning and its impact on EU climate and energy efficiency goals. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays. Links: EEX France Fin Baseload power AAOAM00 Platts UK GTMA Baseload power FUKXY01Western Europe endures record June heat stress: EU's climate monitor (subscriber content)  

In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure. Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressures that are emerging from warmer temperatures. Correspondent Camilla Naschert interviews Brian Motherway, head of the office of energy efficiency and inclusive transitions at the International Energy Agency, on Europe's growing appetite for air conditioning and its impact on EU climate and energy efficiency goals. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays. Links: EEX France Fin Baseload power AAOAM00 Platts UK GTMA Baseload power FUKXY01Western Europe endures record June heat stress: EU's climate monitor (subscriber content)  

In this episode of the All Things Sustainable podcast, we're taking listeners on a whistlestop tour of several big summer events in Europe that will shape sustainability discussions on the road to COP30, the UN Climate Change Conference in Belém, Brazil in November 2025.  We cover key outcomes from the 2025 United Nations Ocean Conference in Nice, France — including progress toward a Marine Biodiversity Treaty.  We talk to Beth Burks, Director on the Sustainable Finance Markets team at S&P Global Ratings, about her takeaways from annual climate meetings in Bonn, Germany.   “If COP is like the big show every year, then Bonn is the dress rehearsal,” Beth explains.   Beth also shares highlights from London Climate Action Week, which in 2025 grew significantly to include more than 700 events and more than 45,000 attendees.   In the episode we also speak to Tom Beloe, Director of the Sustainable Finance Hub at the UN Development Programme, or UNDP. Tom shares big takeaways from the 4th International Conference on Financing for Development, or FFD4, in Sevilla Spain. The conference took place for the first time in a decade this summer and centered around financing for the UN's Sustainable Development Goals, or SDGs.   A unifying theme across all these events is the importance of multilateralism to address sustainability challenges that transcend borders, like climate change, nature loss and ocean conservation. Across these events, we also hear about the rising role the private sector plays in addressing and financing solutions to these challenges.   “I think we're seeing over the last 10 years a very much increasing trend of private sector participation,” Tom tells us. “Frankly, the discussions of finance that happen in these conferences are a little bit meaningless if we're not also convening with the largest financial institutions in the world.”  Learn about Climate Transition Assessments from S&P Global here. Learn about energy transition data and services from S&P Global Commodity Insights here.  This piece was published by S&P Global Sustainable1 and not by S&P Global Ratings, which is a separately managed division of S&P Global.   Copyright ©2025 by S&P Global    DISCLAIMER    By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.     Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).     This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise. Surging interest in the technology has recently seen $7.1 billion raised across 50 global fusion startups. Research timelines appear to be accelerating, Steve Piper, director of energy research at S&P Global Commodity Insights, said on the podcast. Big Tech is well represented in the investor base due to growing energy demand from datacenters. Francesco Sciortino, CEO of fusion startup Proxima Fusion, said investors are looking to secure a stake in the market now. "Fusion is not something to tiptoe into," he said on the podcast.

Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise. Surging interest in the technology has recently seen $7.1 billion raised across 50 global fusion startups. Research timelines appear to be accelerating, Steve Piper, director of energy research at S&P Global Commodity Insights, said on the podcast. Big Tech is well represented in the investor base due to growing energy demand from datacenters. Francesco Sciortino, CEO of fusion startup Proxima Fusion, said investors are looking to secure a stake in the market now. "Fusion is not something to tiptoe into," he said on the podcast.

In this episode of the All Things Sustainable podcast, we take the show on the road to Singapore, where S&P Global Sustainable1 hosted its annual summit June 26. We sit down with leaders from the sustainable agriculture, banking and technology sectors to unpack key sustainability challenges and opportunities facing diverse Asia-Pacific markets. We discuss decarbonization technologies with Manish Pant, Executive Vice President of International Operations at Schneider Electric. Schneider Electric is a French multinational focused on electrification, automation and digitization that was just named the world's most sustainable company by TIME and data firm Statista.     Manish explains how the company is working with clients to decarbonize and electrify at scale in a way that also prioritizes energy access, security and affordability. He characterizes the current moment as "the golden period for the Global South.”    “The demographic momentum, the focus on renewables as well as a lot of infrastructure development is what characterizes this part of the world,” he says. “The challenge and the opportunity that we have is we are going to be building a lot.”    We also speak with Kavickumar Muruganathan, Microsoft's ESG Planning Director for Asia Pacific, Cloud Operations and Innovation, to understand how one of the world's largest technology companies is thinking about developing AI; its use cases for sustainability; and how the company is developing data centers in the region.     We sit down with Justin Ma, Executive Director of Sustainable Finance at Standard Chartered Bank, to talk about trends in sustainable finance and the continued momentum he sees in Asia-Pacific markets.     And we explore how the agriculture sector is balancing food security, access and affordability while also improving the sustainability of agricultural practices in an interview with Nikita Asthana. Nikita is Head of Sustainability Finance at global agriculture services firm Olam Agri, and she explains how agricultural practices can impact climate change and nature loss and the role smallholder farmers play in sustainable agriculture.     “Climate change is the biggest threat to food security,” Nikita says. “The realization has to happen at scale and not just by a few companies that are more directly impacted. It has to happen at the scale of governments and policymakers. It has to happen at the scale of financial institutions.”   Listen to our podcast episodes from the S&P Global Sustainable1 Summit in London earlier this year:   Why businesses are going ‘back to basics' in sustainability strategies  Why insurance is becoming central to climate risk conversations  How HSBC is financing infrastructure for a low-carbon economy  Learn about energy transition data and services from S&P Global Commodity Insights here.  This piece was published by S&P Global Sustainable1, a part of S&P Global.       Copyright ©2025 by S&P Global   DISCLAIMER   By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.    Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).    This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.   S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.  

As many of our listeners embark on summer vacations and the US heads into a busy travel weekend for the Fourth of July holiday, we're talking with the chief executive of one of the world's busiest airports.  Paul Griffiths is CEO of Dubai Airports, which owns and manages the operation and development of Dubai International (DXB) and Dubai World Central - Al Maktoum International (DWC) in the United Arab Emirates (UAE).  In this episode of the All Things Sustainable podcast, Paul shares the path that led him from training as a musician to working with Sir Richard Branson to leading an airport that served more than 92 million travelers in 2024.  Paul explains the initiatives Dubai Airports has undertaken to become more sustainable and to decarbonize. He talks about how to balance rising demand for travel while also ensuring the sustainability of airport operations.  “There is a growing realization that the industry has to clean its act up as far as carbon emissions are concerned,” Paul says.  This episode is the latest in our Terra Carta Series of the All Things Sustainable podcast, a collaboration with the Sustainable Markets Initiative (SMI). Throughout 2025, we'll be interviewing SMI member CEOs like Paul from around the world and across industries about how they're approaching sustainability challenges and opportunities.  About the SMI and Terra Carta Podcast Series: The SMI is a network of over 250 global CEOs across finance and industry. It facilitates private sector diplomacy with the ambition of making sustainability the driving force of global markets and value creation. S&P Global is a proud SMI member.   We're calling this the Terra Carta Series based on the SMI's Terra Carta mandate. This is the guiding mandate for the SMI and sets out ambitious and practical actions to help the private sector accelerate progress toward a sustainable future. The name Terra Carta is a play on the historic Magna Carta.    Listen to previous episodes in the Terra Carta Series:   How the Sustainable Markets Initiative convenes the public and private sectors to drive solutions: https://www.spglobal.com/esg/podcasts/how-the-sustainable-markets-initiative-convenes-the-public-and-private-sectors-to-drive-solutions?utm_source=All+Things+Sustainable+podcast&utm_medium=libsyn&utm_campaign=Patch+CEO&utm_id=All+Things+Sustainable+podcast   How climate tech company Patch works to build integrity of carbon markets: https://www.spglobal.com/esg/podcasts/how-climate-tech-company-patch-works-to-build-integrity-of-carbon-markets  How tech solutions, AI can drive the business case for sustainability: https://www.spglobal.com/esg/podcasts/how-tech-solutions-ai-can-drive-the-business-case-for-sustainability  Learn about energy transition data and services from S&P Global Commodity Insights: https://www.spglobal.com/esg/solutions/energy-transition?utm_source=All+Things+Sustainable+podcast&utm_medium=libsyn&utm_campaign=methane&utm_id=All+Things+Sustainable+podcast      This piece was published by S&P Global Sustainable1, a part of S&P Global.     Copyright ©2025 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk.  Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights).  This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.   

Welcome to the latest episode in the Terra Carta Series of the All Things Sustainable podcast, a collaboration with the Sustainable Markets Initiative (SMI). Throughout 2025, we'll be interviewing SMI member CEOs across industries and around the world about how they're approaching sustainability challenges and opportunities.  In today's episode, we speak to Caspar Herzberg, CEO of AVEVA, a UK-based software company and SMI member. “It's not the time to retreat on climate,” Caspar says. “The solutions exist today that can keep us on the path to net-zero, and now we need to focus on scaling these through digitization and adoption.” Caspar outlines the technology solutions that are supporting decarbonization efforts across sectors. He also talks about the role AI can play in driving efficiency and boosting the business case for sustainability. “At the end of the day, sustainability is only going to work when you are profitable,” he says. “Otherwise, businesses won't do it.” About the Terra Carta Podcast Series: The SMI is a network of over 250 global CEOs across finance and industry. It facilitates private sector diplomacy with the ambition of making sustainability the driving force of global markets and value creation. S&P Global is a proud SMI member. We're calling this the Terra Carta Series based on the SMI's Terra Carta mandate. This is the guiding mandate for the SMI and sets out ambitious and practical actions to help the private sector accelerate progress toward a sustainable future. The name Terra Carta is a play on the historic Magna Carta.  Listen to previous episodes in the Terra Carta Series: How the Sustainable Markets Initiative convenes the public and private sectors to drive solutions | S&P Global How climate tech company Patch works to build integrity of carbon markets | S&P Global Learn about energy transition data and services from S&P Global Commodity Insights.   This piece was published by S&P Global Sustainable1, a part of S&P Global.   Copyright ©2025 by S&P Global            DISCLAIMER    By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.      S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.

Energy Asia will be held from June 16-18, 2025, in Kuala Lumpur, Malaysia. The role of national oil companies in securing a net-zero future, the challenges in navigating energy security, the scope for fossil fuels growth, as well as the pressure Asian companies are facing to pursue sustainable growth will be some of the key themes that will be in focus. In this episode of Platts Oil Markets Podcast, Asia Energy Editor Sambit Mohanty discusses with Vartika Shukla, chairman and managing director at Engineers India Ltd, Atul Arya, chief energy strategist at S&P Global Commodity Insights, and Nick Sharma, executive director for upstream solutions, the challenges and opportunities ahead as new governments and policymakers bring about sweeping changes to energy, climate and trade policies at a time when geopolitical competition is creating a more difficult global environment and complicating energy markets.

In this episode of the All Things Sustainable podcast, we continue our deep dive into methane emissions. Today we're exploring the role that private equity can play in eliminating methane emissions, including at abandoned oil and gas wells.  Methane is the second largest contributor to global warming behind carbon dioxide. And the fossil fuel sector is responsible for nearly one-third of methane emissions from human activity today. Record production of oil, gas and coal, combined with limited mitigation efforts, has kept emissions above 120 million metric tons annually, according to the International Energy Agency's 2025 Global Methane Tracker published in May. The IEA calls methane abatement a “crucial opportunity” to reduce near-term global warming.  To understand how some companies are tackling methane emissions at abandoned facilities, in the episode we talk with Zefiro Methane Corp., an environmental services company that specializes in methane abatement at abandoned oil and gas wells in the US. Zefiro is a portfolio company of private equity firm X Machina Capital Strategies, or XMC, which works to transform oil and gas assets into long-term, sustainable solutions.  We speak with Catherine Flax, Founding Member and President of Private Markets at XMC. On June 5, Catherine was appointed interim CEO of Zefiro Methane Corp., where she also serves on the board.  We also talk with Talal Debs, Founder and Managing Partner of XMC. Talal was CEO of Zefiro Methane Corp. from November 2023 until June 2025.  In the episode, Talal outlines how XMC takes a "full-spectrum energy investment" approach.   "Let's take all the energy that we can get economically, but make it as clean as possible with a mind towards: what are we going to do with the mess afterwards?" he says. "If we can do that ... we're capturing the full spectrum of opportunity without ignoring the full spectrum of risks."  Listen to our previous episode on methane emissions here.  Learn about energy transition data and services from S&P Global Commodity Insights.   This piece was published by S&P Global Sustainable1, a part of S&P Global.           Copyright ©2025 by S&P Global           DISCLAIMER   By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.     S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.   

A blackout of historic proportions on the Iberian peninsula April 28 has sparked a debate on responsibility and prevention, while the investigation into the causes is ongoing.  One undeniable conclusion is that investments in grids are becoming more important, S&P Global Commodity Insights analysts Kerry Thacker-Smith and Alexandre Mace explain on this episode of Energy Evolution.  Albéric Mongrenier, executive director of think tank European Initiative for Energy Security, argues that grids have become a key frontier in Europe's push for more independence and security. 

This episode of Energy Evolution examines the complex trade relationship between the US and China, with a focus on how ongoing tariff measures are reforming Chinese energy markets. Host Eklavya Gupte speaks with Ivy Yin, energy transition market specialist at S&P Global Commodity Insights, who explains how China is shifting toward a more inward-looking energy strategy by boosting domestic gas production to reduce LNG import dependency. She also talks about how Chinese cleantech manufacturers are refocusing their efforts on the domestic market amid trade uncertainties. We also interview Commodity Insights principal analyst Eric Yep, who shares his insights on how the trade duel with the US is affecting China's oil and gas imports, highlighting the role of US LNG as a possible bargaining chip in future negotiations. Adding a legal perspective, Henry Gao, a professor of law at Singapore Management University, discusses China's multifaceted trade diplomacy in an increasingly fragmented geopolitical landscape. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.