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The return of energy security

Events in the last few years have demonstrated that the energy transition depends on energy security to proceed at a steady pace and at scale.

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Energy Transition

Carbon
S&P Global Commodity Insights Weekly ET News Highlights – Apr 23, 2024

Perspectives with Michał Kurtyka

Join Michał KurtykaPresidentCOP24  Polish Minister of Climate  and Taylor KuykendallSenior Metals and Mining ReporterS P Global Commodity Insights as they reflect on the changes on how the world is navigating the path to net-zero.CERAWeek is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more insights and cutting-edge coverage.

Perspectives with Lance Uggla

Join Lance UgglaCEO General AtlanticCo-founder BeyondNetZero as he hits the trending topics of striving for net zero and the abatement of carbon emissions.CERAWeek is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more insights and cutting-edge coverage.

Perspectives with Nicholas Flanders

Join Nicholas FlandersCEO Co-Founder, Twelve as they take a deep dive on the revolutionary technology of teansforming carbon dioxide into jet fuel among other useful products.CERAWeek is taking place from March 18-22 and LIVE is your all-access pass to the conference. Check back for more insights and cutting-edge coverage.

Perspectives with Harrison Rice

Join Harrison RiceCEO Founder of Victory Over Carbon Inc as they discuss Direct Air capture at Gigaton scale and tackling challenges accompanying carbon capture.CERAWeek is taking place from March 18-22 and LIVE is your all-access pass to the conference. Check back for more insights and cutting-edge coverage.

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Searching for a win-win with VCM

Listen to Karine BoccaraExecutive Director, Chemical Consulting at SP Global Commodity Insights, coming straight from the World Petrochemical ConferenceWPC) in HoustonTXUSA. Karine underlines the scope of the chemical industry within the voluntary carbon markets space.  WPC is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more chemical insights and cutting-edge coverage.

The Inside Track X CERAWeek: Carbon markets

In this conversation, Roman KramarchukHead of Energy ScenariosPolicy Technology Analytics at SP Global Commodity Insights, explores the evolution and pricing mechanisms of carbon markets over the past decade and the emerging trends in Compliance and Voluntary carbon spaces. He also covers the challenges faced by companies and examines how international agreements influence carbon market dynamics. This video is part of a series previewing the themes for CERAWeek 2024, taking place March 18-22 in HoustonTexas. For agenda details and registration, visit ceraweek.com

The Inside Track X CERAWeek: Low carbon power and electrification

Xizhou ZhouVice President and Managing Director of Global Power and Renewables at SP Global Commodity Insights, discusses key challenges facing the electric power sector in accelerating its transition to lower carbon emissions. He explores how companies and governments are addressing reliability concerns amidst this shift. Zhou also examines the feasibility of achieving the goal set during COP28 to triple renewable capacity by 2030. Additionally, he highlights electrification trends observed in the Global South regions. This conversation contributes to understanding the complexities of the global energy transition and forms part of a series previewing themes for CERAWeek 2024, scheduled from March 18-22 in HoustonTexas. For agenda details and registration, visit ceraweek.com

Deconstructing the European carbon market's price slump

The price of emissions in the world’s largest compliance carbon market –the EU’s Emissions Trading System– has fallen sharply so far in 2024, driven by economic uncertainty, weaker industrial activity and lower gas prices.SP Global Commodity Insights' experts Eklavya Gupte, Coralie Laurencin, Michael Testa and Scott Chen discuss the reasons behind this decline, the outlook for EU ETS prices, and what this slump could mean for short- and long-term climate and energy policy.Related price assessment EADLP00 - EU Emission Allowance Nearest-DecemberRead further on our: Specifications Guide Carbon MarketsCarbon news analysis Carbon in our Atlas Of Energy Transition™More listening options:

The Inside Track X CERAWeek: Capital Structures For Energy Transition

Peter GardettExecutive Director of Climate and Cleantech at SP Global Commodity Insights, provides insights into the financing and technology dynamics shaping the energy transition. He discusses the types of investors financing energy infrastructure and their relationship with technology deployment. Additionally, Gardett examines the major growth areas and challenges facing the energy transition in 2024. This discussion forms part of a series previewing themes for CERAWeek 2024, occurring from March 18-22 in HoustonTexas. For agenda details and registration, visit ceraweek.com

The Inside Track X CERAWeek: Climate Policy

Paul McConnellExecutive Director of Climate and Sustainability at SP Global Commodity Insights, discusses various aspects of climate policy and global efforts to reduce emissions. He highlights the outcomes of COP28, comparing emissions pledges to SP scenarios and net-zero cases. Additionally, he examines barriers to progress on climate finance and considers factors that could drive climate policy in 2024. Overall, he evaluates the implications of these discussions for global efforts to mitigate emissions. This dialogue forms part of a series previewing themes for CERAWeek 2024, taking place March 18-22 in HoustonTexas. For agenda details and registration, visit ceraweek.com

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Hydrogen
S&P Global Commodity Insights Weekly ET News Highlights – Apr 15, 2024

Perspectives with Tony Pan

Join Tony PanCEO Co-Founder Modern Hydrogen as they discuss producing clean hydrogen by decarbonizing natural gas and how the technology is further utilized downthe value chain.CERAWeek is taking place from March 18-22 and LIVE is your all-access pass to the conference. Check back for more insights and cutting-edge coverage.

Perspectives with Energy Futures Initiative

Join Ernest MonizPresident and CEOEnergy Futures Initiative and Taylor KuykendallSenior Metals and Mining ReporterS P Global Commodity Insights as they highlight the possible futures for hydrogen in the energy transition landscape.CERAWeek is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more insights and cutting-edge coverage.

Ammonia Market Overview

Listen to Georgy EliseevLead Research Analyst at SP Global Commodity Insights, coming straight from the World Petrochemical ConferenceWPC) in HoustonTXUSA. Georgy brings to you all-things ammonia and its potential as a fuel within the energy transition dynamics.  WPC is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more chemical insights and cutting-edge coverage.

Renewables
How renewables and AI drive cyber threats for utilities

Cyber threats are mounting for utilities' critical infrastructure assets globally. If used by savvy hackers, AI also provides new tools for those trying to disrupt power supply or extract data.Decentralization of assets through the rollout of renewables is growing the attack vector for malign actors, NERC SVP Manny Cancel tells Energy Evolution correspondent Camilla Naschert.Cybersecurity expert Andrew Ginter of Waterfall Security lays out the threat landscape and why IT teams and engineers need to layer their prevention approaches.Subscribe to Energy Evolution to stay current on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.More listening options:

Infographic: Grid-forming inverter technology to boost greener power systems

INDIA ELECTION: Navigating the new and old: what lies ahead on India’s energy transition map?

India's energy transition strategy encompasses greater adoption of a wide range of renewable fuels to go with baseload coal for decades to come, with new policies on CCUS, carbon markets and power reforms set to play a role in the decarbonization of the third largest greenhouse gas emitter of the world.In this Platts Future Energy podcast, Consulting Executive Director, Energy Transition Gauri Jauhar, Managing Editor, Global Compliance Carbon Pricing Agamoni Ghosh, and Associate Director, Research Mohd. Sahil Ali, join Editor, Energy Transition Ruchira Singh, to discuss the journey so far and the likely future landscape of policies, market development and trends post the mid-2024 general elections.More listening options:

Perspectives with AWS

Join Ben WilsonDirector of Products and Solutions for Energy, Amazon Web Services as they discuss all things generative AI and their application in revolutionizing the future of energy.CERAWeek is taking place from March 18-22 and LIVE is your all-access pass to the conference. Check back for more insights and cutting-edge coverage.

Perspectives with Jacob DeWitte

Join Jacob DeWitteCEO and CO-Founder,OKLO as they discuss nuclear technology and the commercialization of the next generation fission systems and more. CERAWeek is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more insights and cutting-edge coverage.

Infographic: US Renewables Tracker

Interactive: Platts Renewable Energy Price Explorer

Market values of European wind and solar output plummeted in March as oversupply pulled power prices lower, Platts Renewable Energy Price Explorer shows.Spanish wind and solar capture prices were hit hardest, averaging around Eur12/MWh, according to Platts assessments for S&P Global Commodity Insights. Capture rates fell to 56% for Spanish solar and 60% for Spanish wind, the lowest monthly level on record.Germany, Europe’s biggest market for both wind and solar with 16 TWh generated in March, saw average capture prices fall below Eur60/MWh. Capture rates ranging from 81% for solar to 92% for offshore wind.The Explorer shows the "capture price" renewable energy generators receive based on hourly output and pricing data on a monthly basis.As such capture prices take account of the cannibalization effect caused by Europe's growing fleet of solar and wind farms and are a more accurate reflection of value than average day-ahead wholesale power prices.Elsewhere, Italian capture prices remained highest due to the underlying power price premiums. UK wind captured over 100% of wholesale market values in March averaging above Eur70/MWh.Italian wind and solar values averaged highest, but output was the lowest.Overall, gains for solar were not enough to offset lower wind generation, which fell year on year for the first time since June. The 46 TWh generated by the over 330 GW of wind and solar in the five markets was down 4% on year.For further information, see methodology or contact ci.support@spglobal.comThe dial chart shows monthly wind, solar, nuclear, gas and coal-fired generation across Europe's five biggest power markets. Click a segment for more detail.

Perspectives with Kanin Energy

Join Janice ChanCEOFounder of Kanin Energy as she discuss zero emission technology and waste to heat clean energy solutions.CERAWEEK is taking place from March 18-22 and LIVE will be your all-access pass to the conference. Check back for more insights and cutting-edge coverage.

Price Assessments
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ERCOT Emissions Adjusted REC Prices

Energy Transition

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