logo
episode-header-image
Sep 23
16m 20s

Path to net-zero gets bumpy for US, Euro...

S&P Global Commodity Insights
About this episode

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.

Up next
Oct 7
What's driving the rush for I-RECs?
While 2025's energy headlines have focused on trade wars and geopolitical turmoil, the market for International Renewable Energy Certificates (I-RECs) has seen a dramatic surge in demand, signaling a fundamental shift in corporate sustainability strategies. In this episode, host ... Show More
15m 50s
Sep 30
Traders on alert: What lies ahead for European gas this winter?
Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior gas and LNG news reporter, and Roudy Dirani, managing editor for European natural gas pricing, to explore what could be a volatile few months as ... Show More
20m 58s
Sep 16
US coal production is back on the rise
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 i ... Show More
22m 7s
Recommended Episodes
Sep 2023
The Energy Gang at the London Hydrogen Conference – Part 1
Host Ed Crooks brings you the first of two special episodes recorded live from Wood Mackenzie’s Hydrogen ConferenceIndustry leaders and energy analysts gathered recently for the second annual Wood Mackenzie Hydrogen Conference, where they debated the potential of hydrogen in the ... Show More
49m 22s
Jan 2024
Checking in on the hydrogen sector
What’s the outlook for low-carbon hydrogen in 2024?Green hydrogen energy, by now well-regarded as a critical component in the energy transition, is still faced with significant challenges. It’s anticipated to significantly contribute to energy needs, with projections suggesting i ... Show More
37m 57s
Sep 2023
The Energy Gang at the London Hydrogen Conference – Part 2
Host Ed Crooks brings you the second of two special episodes recorded live from Wood Mackenzie’s Hydrogen Conference. In the rapidly changing energy landscape, hydrogen has become a hot topic. For some, it represents a beacon of potential for meeting global net-zero ambitions. Fo ... Show More
53m 2s
Feb 2024
A pause in US gas export approvals: a big win for the climate?
The US is the world’s largest exporter of liquefied natural gas (LNG), super-cooled to about -160 °C (or -260 °F) so it can be shipped in tankers. An investment boom means export capacity will soar over the next few years. But last month the Biden administration signaled it was p ... Show More
54m 5s
Mar 2023
Biofuels and EV Charging in Carbon Credit Tussle
Carbon credit schemes in Europe and North America are making the roll-out of electric vehicle charging infrastructure increasingly profitable. In this episode of Switched On, we hear from BloombergNEF’s Ryan Fisher, electric vehicle charging specialist and Jade Patterson, renewab ... Show More
34m 32s
Sep 2023
New frontiers of clean energy emerge
Renewables and electric vehicles are on a tear, and they’ll soon likely attract $2 trillion in yearly investment. But global emissions have not peaked. So what are the new frontiers of technology that will make renewables and storage more valuable – and draw down emissions at the ... Show More
1h 7m
Feb 2024
Things to Watch: Hydrogen
On today’s bonus episode of the podcast, Dana is joined by Kathy Gao, a Senior Associate from BloombergNEF’s Hydrogen team, to unpack the things to watch for the sector in 2024. Together they discuss offtake agreements and the potential for shipping and aviation to step up as cus ... Show More
23m 5s
Feb 2023
Europe's Hydrogen Pusher - Ep115: Jorgo Chatzimarkakis
This week, Michael invites Jorgo Chatzimarkakis, CEO of Hydrogen Europe, to debate the importance of hydrogen in powering Europe and the world towards a decarbonized economy. Hydrogen Europe is an industry association of more than 400 members that promotes the role of hydrogen in ... Show More
1h 22m
Sep 2023
The Energy Gang Live from NYU: An Expert Analysis on the Energy Transition Landscape
What’s Next for US Energy Policy?As part of Climate Week in New York, The Energy Gang recorded a special edition in partnership with New York University: an expert panel discussing the future direction of US climate policy and its implications for the energy transition.Amy Myers ... Show More
40m 48s