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Energy Evolution

by S&P Global Commodity Insights
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Latest episodes

  • How much new gas capacity does the Texas grid need?

    October 20, 2026 · 40 min

    The 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…

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

    October 13, 2026 · 43 min

    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 its definitive phase, and asks a pointed question: Is it working? To answer it, he is joined by…

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

    October 6, 2026 · 16 min

    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 series examining how the world's largest companies are faring on their paths to net-zero emissions…

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

    September 29, 2026 · 27 min

    Europe'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…

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

    September 22, 2026 · 22 min

    The 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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About the show

Interviews, analysis and reporting from S&P Global Energy on energy and commodities' transition to a cleaner future. Host Eklavya Gupte speaks with policymakers, industry professionals and S&P Global Energy 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 merged with the Platts Future Energy podcast in January 2025.