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Platts Future Energy

S&P Global Commodity Insights

Market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.

Episodes

20 of 375 episodes

How much new gas capacity does the Texas grid need?

The Texas grid experienced record electricity demand in summer 2026 while posting some of the lowest power prices in nearly a decade. That m...

39:40Oct 20, 2026

Inside CBAM's first year: what traders, importers and policymakers learned

In this week's episode of Energy Evolution, host Eklavya Gupte takes stock of the EU's Carbon Border Adjustment Mechanism nearly a year into...

43:02Oct 13, 2026

AI's power boom tests Big Tech's net-zero promises

In this week's episode of Energy Evolution, host Camilla Naschert turns the spotlight on Big Tech as part of S&P Global Energy's annual seri...

15:57Oct 6, 2026

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

Europe's increasingly digital power system faces a rapidly evolving mix of cyberattacks, physical sabotage and supply-chain vulnerabilities,...

27:07Sep 29, 2026

Checking in on US offshore wind: Lease buybacks and legal blowback

The US offshore wind sector is facing a new front in its battle with the Trump administration: lease buyouts. In this episode of Energy Evol...

22:13Sep 22, 2026

AI demand is intensifying the race to build advanced nuclear reactors

Dozens of North American private startups and established companies, state agencies and academic institutions are racing to develop and comm...

32:16Sep 15, 2026

Global diesel shortages squeeze the Americas

Diesel markets are entering their most stressful stretch of the year as record prices, thin inventories and disrupted supply flows collide a...

23:00Sep 10, 2026

War and decarbonization: Rewriting the UK and Europe's refining future

By most conventional metrics, the European refining sector is in rude health. The Middle East conflict has driven key fuel price benchmarks...

32:43Sep 8, 2026

Why protesters want to slow America's data center boom

Alongside a surge in data center construction, a growing protest movement has emerged in the US, with locals voicing concerns over electrici...

25:29Sep 1, 2026

Europe's electrification challenge: Can ambition meet reality?

The EU wants to nearly double its electrification rate to 46% by 2040, a transformation that would slash fossil fuel imports by hundreds of...

32:57Aug 25, 2026

Balcony solar and EVs are giving consumers a greater role in grid flexibility

Balcony or "plug-in" solar is rapidly gaining popularity, as it gives consumers who might not have easy access to distributed solar generati...

42:19Aug 18, 2026

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

In April 2026, the European Commission adopted interim guidance stipulating that solar and battery storage projects using inverters or power...

30:21Aug 11, 2026

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

On July 14, grid operator PJM released the results of its latest capacity market auction for the 2028-2029 delivery year. Prices hit the fed...

33:05Aug 4, 2026

Discussing Democrats' midterm message on energy

From his first day in office, President Donald Trump has exerted major shifts in US energy policy during his second term, including oppositi...

47:06Jul 28, 2026

Moving beyond the grid bottleneck with smart technology

Smart technology is rapidly redefining the debate over grid infrastructure. Rather than spending millions on new transformers, transmission...

23:43Jul 21, 2026

The summer stress test: How heat waves are rewiring Europe's power markets

Traditionally, European power systems were engineered around a single imperative: survive the winter "Dunkelflaute," those prolonged cold, d...

25:21Jul 14, 2026

The new economics of renewable energy: Why transmission trumps technology

The clean energy investment landscape has undergone a fundamental reset. The era of zero interest rates has given way to a more disciplined...

25:20Jul 7, 2026

What California's launch of an extended day-ahead market means for the western US

Every day, power market participants in the Western US must determine how much electricity they need for the following day and where it's go...

39:27Jul 1, 2026

Cameco makes the case for large nuclear reactors

Much of the current discussion about nuclear power focuses on advanced technologies, from the potential for nuclear fusion to the developmen...

23:42Jun 23, 2026

How the Iran war is challenging and changing Europe's gas market

After nearly four months, global commodity markets have shown both vulnerability and resilience amid the unprecedented disruptions caused by...

37:04Jun 16, 2026