Navigating climate project finance in a shifting political landscape
In this episode of Energy Evolution, host Taylor Kuykendall moderates a panel discussion at the Tom Tom Festival in Charlottesville, Virginia, focusing on the question of how to fund solutions to climate change. The panelists highlighted the current challenges faced by climate tech companies in securing funding, particularly in a volatile political and economic landscape. Their conversation delves into the complexities of measuring climate impact, the importance of transparency in forecasting, and the necessity for businesses to effectively communicate their value propositions to both investors and the public. The panel features Anne Clawson, principal at Cascade Advisory; Bettina Ring, Virginia state director for the Nature Conservancy; Gilman Callsen, founder and CEO of Rho Impact; and Michael Bobbin, senior director of mergers and acquisitions advisory at DNV. The podcast includes highlights from the lengthier April 17 discussion. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
--------
24:34
Charting a new course: The global deal that aims to make shipping green
The International Maritime Organization recently agreed to a global deal to tackle shipping emissions after over a year of tense and fraught talks, with the US dramatically exiting discussions. The agreement includes mandatory marine fuel standards and a carbon trading mechanism. It will need to be adopted in October, but some countries still vocally oppose the measures. In this episode of Energy Evolution, host Eklavya Gupte speaks with Commodity Insights journalist Max Lin, Edmund Hughes from the International Bunker Industry Association (IBIA), and Georgios Kasimatis from DNV Maritime to gain insight into the complexities of these regulations and their implications for the decarbonization of the maritime sector. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
--------
22:41
A dose of realism for Europe’s CBAM
Efforts to simplify the EU’s Carbon Border Adjustment Mechanism reflect a broader struggle within the bloc to balance environmental goals with economic realities. In this episode of Energy Evolution, host Eklavya Gupte speaks with Commodity Insights senior director Coralie Laurencin, Dan Maleski of Redshaw Advisors, and Nick Ogilvie of CarbonChain, who dig deep into what these proposed changes mean for both the EU’s industrial and climate strategy and the broader global energy transition. The guests also provide us with insight on how various industries, commodities, governments and policymakers are reacting to the carbon pricing mechanism, which is expected to have a profound impact on global trade. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
--------
38:30
Will Trump's executive orders increase US mining activities
This episode of Energy Evolution focuses on the recent executive order signed by President Donald Trump to boost domestic mineral production in the US. This order seeks to reduce reliance on foreign mineral supplies, particularly from China, which dominates the mining and refining sectors for critical minerals. Lithium, cobalt, nickel, and rare earth elements are just a few materials essential for energy transition technologies, including batteries for electric vehicles and renewable energy storage. For this week's episode, host Taylor Kuykendall is joined by Francesca Price, a senior analyst in the metals and mining research team at S&P Global Commodity Insights; Mark Smith, executive chairman, president, and CEO of NioCorp Developments; Pat Risner, president of South 32 Hermosa; and Athan Manuel, director of the Sierra Club's Lands Protection Program. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
--------
29:25
Russian gas in Europe: Is there a way back?
Having ramped down imports of Russian gas at the start of the Russia-Ukraine war, the European Union may need to answer industry calls for higher imports if peace or a ceasefire are achieved. But will politicians be comfortable with this, and what about the damaged Nord Stream pipelines? And how does the US approach the topic, having become a major LNG supplier to Europe in the past few years? Laurent Ruseckas, executive director for gas at S&P Global Commodity Insights, shares his analysis with host Eklavya Gupte and correspondent Camilla Naschert. Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.
Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Eklavya Gupte speak with policymakers, industry professionals and SPGCI in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolution podcast has merged with the Platts Future Energy podcast as of January 2025.
Polska