Energy Evolution
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Latest episodes
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How much new gas capacity does the Texas grid need?
October 20, 2026 · 40 minThe Texas grid experienced record electricity demand in summer 2026 while posting some of the lowest power prices in nearly a decade. That might be good for customers, but it makes for a tough investment environment if you want to build a…
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Inside CBAM's first year: what traders, importers and policymakers learned
October 13, 2026 · 43 minIn this week's episode of Energy Evolution, host Eklavya Gupte takes stock of the EU's Carbon Border Adjustment Mechanism nearly a year into its definitive phase, and asks a pointed question: Is it working? To answer it, he is joined by…
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AI's power boom tests Big Tech's net-zero promises
October 6, 2026 · 16 minIn 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 series examining how the world's largest companies are faring on their paths to net-zero emissions…
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AI-powered threats put Europe's power system on high alert
September 29, 2026 · 27 minEurope's increasingly digital power system faces a rapidly evolving mix of cyberattacks, physical sabotage and supply-chain vulnerabilities, with artificial intelligence amplifying both the risks and the defenses. Host Camilla Naschert…
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Checking in on US offshore wind: Lease buybacks and legal blowback
September 22, 2026 · 22 minThe US offshore wind sector is facing a new front in its battle with the Trump administration: lease buyouts. In this episode of Energy Evolution, renewables reporter Noah Schwartz tells host Camilla Naschert about federal deals that allow…
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AI demand is intensifying the race to build advanced nuclear reactors
September 15, 2026 · 32 minDozens of North American private startups and established companies, state agencies and academic institutions are racing to develop and commercialize an advanced nuclear reactor. Whether these companies, and the advanced nuclear sector at…
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War and decarbonization: Rewriting the UK and Europe's refining future
September 8, 2026 · 33 minBy most conventional metrics, the European refining sector is in rude health. The Middle East conflict has driven key fuel price benchmarks to unprecedented heights, and refiners are running flat out to plug supply gaps left by disruptions…
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Why protesters want to slow America's data center boom
September 1, 2026 · 25 minAlongside a surge in data center construction, a growing protest movement has emerged in the US, with locals voicing concerns over electricity and water usage. Protests have put around 12 gigawatts of data center capacity at risk, analyst…
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Europe's electrification challenge: Can ambition meet reality?
August 25, 2026 · 33 minThe EU wants to nearly double its electrification rate to 46% by 2040, a transformation that would slash fossil fuel imports by hundreds of billions of euros annually. In this episode of Energy Evolution, host Eklavya Gupte examines the…
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Balcony solar and EVs are giving consumers a greater role in grid flexibility
August 18, 2026 · 42 minBalcony or "plug-in" solar is rapidly gaining popularity, as it gives consumers who might not have easy access to distributed solar generation a straightforward way to deploy the technology and begin saving on their power bills. Meanwhile…
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Cybersecurity and clean energy: Inside the EU funding ban for solar and storage inverters
August 11, 2026 · 30 minIn April 2026, the European Commission adopted interim guidance stipulating that solar and battery storage projects using inverters or power conversion systems sourced from high-risk countries would be ineligible for EU funding, citing…
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Grid operator PJM juggles reforms as power auction results hit price cap again
August 4, 2026 · 33 minOn July 14, grid operator PJM released the results of its latest capacity market auction for the 2028-2029 delivery year. Prices hit the federally approved cap of $325/megawatt-day, but the amount of procured capacity came up short of…

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