Breaking barriers to accelerate energy transition

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 flank.S&P Global Commodity Insights' Frank Watson and Michael Evans take a deep dive into the key elements in the negotiations and why they matter for carbon prices and other energy commodity markets in Europe.More listening options:

Asia's carbon markets are on a trajectory of rapid growth as demand for carbon offsets rises and regional governments work towards net-zero commitments. While turmoil in global energy markets has temporarily shifted attention to energy security, commodity trading hubs like Singapore are pushing ahead with plans to become a carbon trading powerhouse.  Eric Yep and Roman Kramarchuk of S&P Global Commodity Insights discuss with Mikkel Larsen, CEO of Climate Impact X, a Singapore-based carbon exchange, on what lies ahead for Asia's carbon markets.More listening options:

Workshop — Voluntary Carbon MarketsModerated By: Paula Vanlaningham, Global Head of Carbon Silvia Favasuli, EMEA Editor, Carbon Michael Evans, EU/UK Compliance Analyst Deb Ryan, Head of Low Carbon Market Analytics

As the US ethanol industry pursues carbon capture and sequestration projects, producers are looking at the effects of lower carbon intensities in markets with low carbon fuel standards and in future industries like sustainable aviation fuel produced from ethanol. The voluntary carbon credit market for technology-based carbon capture could also attract interest given high prices but hurdles could keep ethanol producers focused on regulated markets. S&P Global Commodity Insights' Americas biofuels manager Josh Pedrick talks through the evolving CCS interest in US ethanol with low-carbon lead Arsalan Syed and biofuel analytics manager Corey Lavinsky. This Future Energy podcast was produced by Felix Fernandez in London.More listening options:

Voluntary carbon markets have seen significant growth in recent years and are expected to surge in the years ahead. But they have traditionally been seen as opaque, complex and niche. That is rapidly changing as a large range of companies start to engage with them.In the latest Platts Future Energy podcast, Jonty Rushforth is joined by Paula Vanlaningham and Jeff Berman to discuss the ‘beauty' of carbon credit markets.

Hydrogen's role in long-distance transmission of energy amid concerns about energy security from the pandemic and Russia's invasion of Ukraine, the impact of rising inflation on projects and how subsidiarity can help with shifting regulatory constraints are among the topics discussed by Daryl Wilson, Executive Director of the Hydrogen Council, in conversation with Beth Evans, Global Director of News with S&P Global Commodity Insights. 

When Putin invaded Ukraine in February, the industry wondered whether it would set back Europe's ambition to develop a low-carbon hydrogen market. Already, we have seen quite the opposite. The EU member states and other countries are doubling down on clean energy commitments, with hydrogen at their heart.S&P Global Commodity Insights' James Burgess discusses recent developments with pricing specialist Jeff McDonald and analyst Matthew Hodgkinson.Learn more about our Hydrogen Markets Europe Conference in Amsterdam this September on: https://plattsinfo.spglobal.com/HydrogenMarketsEurope2022.htmlTell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22More listening options:

September 20-21, 2022 | 8:00 am - 15:30 pm CEST Novotel, Amsterdam City, NetherlandsCreating building blocks for Hydrogen to take off as its own marketIn a rush to replace Europe's dependence on Russian Oil and Gas, the drive for Hydrogen has never been stronger. This year's event looks to answer two big questions: can Hydrogen ensure Europe's energy independence and if it can, how can we grow demand for Hydrogen enabling global scale up? With the price of electrolyzers and renewable energy increasing, now is the time to scale up on Hydrogen volume to lower the costs. Join this year's Hydrogen Market's Europe Conference to find out how we can get there.S&P Global Commodity Insights are delighted to announce our Hydrogen Markets Europe Conference, 2022, as part of the global move to launch a Hydrogen economy. This event is part of a global series organized by S&P Global Commodity Insights with parallel events in the US and Asia and attendees will include hydrogen producers, midstream natural gas companies, infrastructure investors, developers, electric power companies, regulators, and policy-makers, among many others.REGISTER NOW

What are Platts Hydrogen Assesments? See Factsheet for more Hydrogen Assessment Information >Building on the world's first-to-market hydrogen assessments launched in December 2019, we expanded in April 2020 on our North American and European assessments and launched its first hydrogen assessments in Asia, following by adding Australian pricing in August 2021.Our daily price assessments include 10 US regional set of prices, one Canadian set of prices, prices in the Netherlands, Japan and the UK.The daily price assessments demonstrate the production cost of hydrogen for Steam Methane Reforming (SMR) production methods, including some regions Carbon Capture and Storage (CCS), along with prices for Proton Exchange Membrane (PEM) Electrolysis, Alkaline Electrolysis, Auto Thermal Reforming (ATR), Coal Gasification and Lignite Gasification production pathways, depending on the production hubs.The calculated prices reflect both the commodity production cost and the capital expenditure (CapEx) associated with building a hydrogen facility.The assessments include a commodity price as well as a commodity plus production cost, for the following hydrogen production hubs:Canada— Alberta (SMR w/o CCS, Alkaline Electrolysis, PEM Electrolysis, excluding and including CapEx)United States(SMR w/o CCS, Alkaline Electrolysis, and PEM Electrolysis, all excluding and including CapEx)— Appalachia— Gulf Coast— Midcontinent— Northeast— Northern California— Northwest— Rockies— Southeast— Southern California— Upper MidwestThe Netherlands— SMR w/o CCS— SMR with CCS— PEM Electrolysis— Alkaline ElectrolysisJapan— SMR w/o CCS— PEM Electrolysis— Alkaline ElectrolysisUnited Kingdom(all include and exclude CapEx)— ATR with CCS— PEM Electrolysis— Alkaline ElectrolysisAustralia(all are published in A$/kg, $/MMBtu, $/kg, both including and excluding CapEx)— New South Wales - Coal Gasification w/CCS, PEM Electrolysis, Alkaline Electrolysis— Queensland - Coal Gasification w/CCS, PEM Electrolysis, Alkaline Electrolysis— Victoria - Lignite Gasification w/ CCS, PEM Electrolysis, Alkaline Electrolysis— Western Australia - SMR w/ CCS, PEM Electrolysis, Alkaline Electrolysis— South Australia - PEM Electrolysis, Alkaline Electrolysis— Tasmania - PEM Electrolysis, Alkaline ElectrolysisMiddle East— Saudi Arabia - PEM Electrolysis, Alkaline Electrolysis, SMR w/ CCS— UAE - PEM Electrolysis, Alkaline Electrolysis, SMR w/ CCS— Oman - PEM Electrolysis, Alkaline Electrolysis, SMR w/ CCS— Qatar - PEM Electrolysis, Alkaline Electrolysis, SMR w/ CCS

When Putin invaded Ukraine in February, the industry wondered whether it would set back Europe's ambition to develop a low-carbon hydrogen market. Already, we have seen quite the opposite. The EU member states and other countries are doubling down on clean energy commitments, with hydrogen at their heart.S&P Global Commodity Insights' James Burgess discusses recent developments with pricing specialist Jeff McDonald and analyst Matthew Hodgkinson.Learn more about our Hydrogen Markets Europe Conference in Amsterdam this September on: https://plattsinfo.spglobal.com/HydrogenMarketsEurope2022.htmlTell us more about your podcast preferences so we can keep improving our shows. Take our two-minute survey here: https://bit.ly/plattspod22More listening options:

LAUNCH REPORT

US states are ramping up their decarbonization goals in legislation, and corporations are committing to powering their operations with renewables. Enter Renewable Energy Certificates. What role do RECs play in the energy transition, and do they bring more clarity or challenges to the race to decarbonize?Global power manager Amy Gasca leads the discussion with power pricing analyst Nicole Baquerizo and senior manager of North American power analytics Morris Greenberg.This Commodities Focus podcast was produced by Jennifer Pedrick in Houston.More listening options: