Platts Future Energy
S&P Global Commodity Insights shares market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.
PPAs as a key driver to meet Europe's climate targets
Power Purchase Agreements (PPAs) were born out of Europe's desire to wean itself off renewable energy subsidies. PPAs are now becoming more common across the region as more companies use them as a key risk hedging and decarbonisation tool. From a very niche industry, PPAs are becoming mainstream, with companies now having entire PPA departments, which would have been unthinkable a few years ago. Henry Edwardes-Evans, Head of Gas and Power News, discusses the fundamentals and potential of the European …
Wild West or emerging market? Certified natural gas gains steam in the US
With investors, importers, and the public paying more attention to greenhouse gas emissions from fossil fuel production, US natural gas producers have increasingly turned to third-party certifiers to attest that they are responsible operators. Wyoming gas producer PureWest Energy has been on the forefront of the emerging certified gas market, having certified 100% of its production through Project Canary and as a founding member of the Differentiated Gas Coordinating Council. PureWest CEO Chris Valdez joins S&P; Global Commodity Insights’ Kelsey …
Black Mass: battery recycling to play a critical role in EVs globally
Battery production offcuts and end-of-life batteries are collected, dismantled and shredded to produce black mass from which critical materials such as lithium, nickel, cobalt and manganese can be extracted. The recycling of black mass has become increasingly important as a supplement to virgin material supply and to reduce the carbon footprint of the battery supply chain. Platts, part of S&P; Commodity Insights, has launched the publication of daily black mass assessments, which will provide greater transparency and understanding of how …
The future of nuclear energy (part 2)
In a time of geopolitical strife, economic uncertainty, and energy transition, nuclear power is edging more and more into the spotlight. Countries are looking to decarbonize, boost their energy security and adjust to shifting trade flows. In the second episode of this special two-part series, S&P; Global nuclear news and analytics experts Bill Freebairn, Morris Greenberg, Dr. Jone-Lin Wang, and Mason Lester discuss new developments in infrastructure and markets as fleets age out and more countries expand their use of …
The state of nuclear energy (Part 1)
In a time of geopolitical strife, economic uncertainty, and energy transition, nuclear power is edging more and more into the spotlight. Countries are looking to decarbonize, boost their energy security and adjust to shifting trade flows, with nuclear power seen by some as a way to advance on all these fronts. Policymakers are dangling attractive incentives in many countries for the energy source. In the first episode of this special two-part series, S&P; Global nuclear news and analytics experts Bill …
How will the EU's Carbon Border Adjustment Mechanism affect global trade and carbon pricing?
The European Union’s implementation of a Carbon Border Adjustment Mechanism (CBAM) to support its industry’s efforts to decarbonize and prevent carbon leakage is likely to have far-reaching effects on global trade and the wider energy transition. S&P; Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Evans and Paula VanLaningham take a deep dive on CBAM, examining its potential impact on a range of industries, political alliances and its influence on carbon pricing and regulation. NOTE: ‘CBAM CO2 emissions data …
Braking Ahead: Understanding the risks to EV sales and battery metals markets in 2023
Join S&P; Global experts from our Commodity Insights and Mobility divisions as they delve into the potential roadblocks facing the electric vehicle market in 2023. From fluctuating lithium prices to the phasing out of government subsidies, learn how these factors may impact EV sales and the battery metals market. Stay ahead of the curve as we navigate the challenges and opportunities of the ever-evolving EV industry. Related price assessments: BATLC04 - Lithium Carbonate CIF North Asia $/mt BATLH04 - Lithium …
Could ammonia facilitate Europe’s green hydrogen revolution?
Green ammonia is a leading contender as a hydrogen carrier for the energy transition, providing a ready end market and a means of transporting the product over long distances. S&P; Global Commodity Insights energy transition reporter James Burgess talks to hydrogen analyst Matthew Hodgkinson and pricing managing editor Mario Perez to explore ammonia’s energy transition potential and the latest green hydrogen developments in Europe. Related price assessments: Renewable power-derived ammonia: GADAL04 - EC Canada Renewable derived Ammonia Dlvd into Northwest …
How ESG shapes the development of battery supply chains
Despite serving multiple purposes in the energy transition, batteries have their own footprint, and downstream players want to have that addressed. With automakers on the driving seat, ESG requirements over the battery supply chains have been spreading out, despite the lack of standardized guidelines. In this episode of the Platts Future Energy podcast, metals editors Henrique Ribeiro and Leah Chen discuss the main ESG challenges faced by the battery industry and what steps are being taken to mitigate the risks. …
Middle East promotes compatibility of energy security and energy transition
Gulf countries attending the ADIPEC conference in October made it clear that oil and gas will be needed for decades to come, and the region has the least carbon-intensive barrels to fuel a global economy seeking to lower its emissions. How does this play against the United Nations’ assertion that new hydrocarbon investments are incompatible with credible net-zero targets? S&P; Global Commodity Insights news editors Dania El Saadi and Henry Edwardes-Evans compare notes. Click here to explore Platts Dimensions Pro …