Platts Future Energy

by S&P Global Commodity Insights
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.

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 …

Will the Inflation Reduction Act help US low-carbon hydrogen outpace the EU?

Plug Power, one of the leading green hydrogen companies in the US, has put a lot of investment and attention in the European green hydrogen market over the years. But its attention is now expected to shift back to the US side of its business following the passage of the Inflation Reduction Act and its generous hydrogen tax credits. There’s broad consensus that the IRA makes US green hydrogen far more competitive than before, but can it now outcompete EU …

COP27: A critical year for global climate talks

With geopolitical and economic pressures altering the context dramatically since the last meeting in Glasgow, S&P; Global Commodity Insights tackles the most pressing questions ahead of this global climate gathering. Vandana Sebastian speaks to Roman Kramarchuk and Dan Klein on what to expect at COP27, whether countries can reach a consensus on climate goals, the significance of decarbonization in a world of evolving energy priorities, and the relevance of COP27 amid the global energy crisis.

Beyond Australia's climate wars: hydrogen and decarbonization goals

Australia has accelerated its climate ambitions with a new commitment to cut emissions by 43% by 2030, which translates into having about 82% renewable power in its energy mix. Alongside that, the 2019 National Hydrogen Strategy aims to position the country as a top global exporter of the energy carrier. Demonstrations, pilot projects and hubs are being developed around the country, such as the first international pilot to export hydrogen. In this episode of the Platts Future Energy podcast, Ruchira …

Are the nickel and cobalt chemical markets shifting away from traditional pricing mechanisms?

Nickel and cobalt chemical prices have traditionally been determined by their respective finished metal prices, but lately they have shifted towards each being priced independently. Both nickel and cobalt metal are not driven by battery demand, so participants in the chemical products markets are seeking alternatives. In this episode of the Platts Future Energy podcast Scott Yarham, Jesline Tang and Michael Greenfield explore what the current state of play is and the reported move by the market to seek alternative …

Emissions benchmarking in crude markets

In this episode of the Platts Future Energy podcast, Varaleka Pant and Arsalan Syed discuss with Deb Ryan the importance of evaluating the carbon intensity for crude and some of the major global crude grades, and explain the need for standards in this space to ensure consistency in low carbon crude trading. Tell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22

Crunch time for EU carbon market reform as legislators finalise negotiating positions

Attempts to overhaul the EU Emissions Trading System have entered a crunch period as the European Parliament and European Council aim to finalise their negotiating positions by the end of June. The EU Parliament rejected draft legislation proposed by lawmakers in its plenary vote on June 8, but is preparing for a second vote on June 22. EU ETS revisions are being considered against a backdrop of very high energy prices, surging inflation and a military conflict on Europe’s eastern …