HeyJaredEnergy Evolution
Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 10, 2026
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- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
Global diesel shortages squeeze the Americas (opens the original)
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Diesel markets are entering their most stressful stretch of the year as record prices, thin inventories and disrupted supply flows collide across the Americas. In this episode of the Oil Markets Podcast, Jeff Mower speaks with Janet McGurty , Kauanna Navarro and Carlos Castillo about how constraints in Russia and the Middle East have pushed US Gulf Coast refiners into the role of global swing supplier, why Brazil is relying more heavily on US and Indian cargoes, and how limited refinery spare ca
War and decarbonization: Rewriting the UK and Europe's refining future (opens the original)
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By most conventional metrics, the European refining sector is in rude health. The Middle East conflict has driven key fuel price benchmarks to unprecedented heights, and refiners are running flat out to plug supply gaps left by disruptions to key Gulf exporters. In this episode, host Eklavya Gupte speaks to Kelly Norways , senior editor at S&P Global Energy Platts, who explains why the current boom has so far failed to shift many refiners' thinking about the long-term competitiveness of Europe a
Why protesters want to slow America's data center boom (opens the original)
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Alongside a surge in data center construction, a growing protest movement has emerged in the US, with locals voicing concerns over electricity and water usage. Protests have put around 12 gigawatts of data center capacity at risk, analyst John Murray from S&P Global Energy tells the Energy Evolution podcast. To address concerns, tech firms need to improve transparency and deliver clear local benefits, said Darrell West , senior fellow in the Center for Technology Innovation within the Governance
Europe's electrification challenge: Can ambition meet reality? (opens the original)
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The EU wants to nearly double its electrification rate to 46% by 2040, a transformation that would slash fossil fuel imports by hundreds of billions of euros annually. In this episode of Energy Evolution, host Eklavya Gupte examines the EU's Electrification Action Plan and assesses whether Europe can realistically achieve it. Coralie Laurencin , director of European gas, power and carbon policy at S&P Global Energy CERA, and Andreas Franke , editorial lead on European power markets at S&P Global
Balcony solar and EVs are giving consumers a greater role in grid flexibility (opens the original)
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Balcony or "plug-in" solar is rapidly gaining popularity, as it gives consumers who might not have easy access to distributed solar generation a straightforward way to deploy the technology and begin saving on their power bills. Meanwhile, as drivers transition to electric vehicles, the possibility of deploying the batteries as a flexible grid resource hooked up to bidirectional chargers is also growing. These new technologies are allowing residential utility customers to take greater control ov
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