All Things Aviation: CORSIA and the future of carbon markets in aviation (part 2)
Platts Future Energy
by S&P Global Commodity Insights
1d ago
This is episode 2 of All Things Aviation, a special six-part series focusing on the dynamics, trends, and outlooks in the aviation sector. In this episode, Marie-Louise Du Bois, head of the global carbon pricing team is joined by S&P Global Commodity Insights experts Dana Agrotti, low carbon market lead analyst, Agamoni Ghosh, managing editor, global compliance carbon pricing and Eklavya Gupte, editorial lead, carbon news. They delve into the Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA), discussing its role in reducing emissions and the challenges surrounding ..read more
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All Things Aviation: Post-pandemic economics, geopolitics and infrastructure (part 1)
Platts Future Energy
by S&P Global Commodity Insights
1w ago
This is episode 1 of All Things Aviation, a special six-part series focusing on the dynamics, trends and outlooks in the aviation sector.  In the first episode of this Future Energy miniseries, S&P Global Commodity Insights scenarios and aviation experts Roman Kramarchuk, Paul McConnell and James Simpson set the stage, discussing the global state of aviation demand, fuel supply and Commodity Insights scenario outlooks for 2024 and beyond. What is the importance of emissions from the aviation sector in meeting (or not meeting) net-zero targets? How has the coronavirus pandemic impacted ..read more
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Exploring the unprecedented growth of global solar PV
Platts Future Energy
by S&P Global Commodity Insights
3w ago
Global installed capacity of solar photovoltaics has grown at an extraordinary pace in recent years as countries strive to meet approaching decarbonisation targets, meaning that the technology is having an ever-increasing part in electricity mixes worldwide.  In this episode of the Platts Future Energy Podcast, solar market reporter Lena Dias Martins is joined by associate director for solar research Josefin Berg to discuss the growth of solar globally, installation forecasts and how this technology is impacting decarbonising electricity systems.  ..read more
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How are auctions unlocking Europe’s green hydrogen market?
Platts Future Energy
by S&P Global Commodity Insights
2M ago
A first wave of subsidy auctions for green hydrogen production in Europe has revealed early price signals and could kick-start the market after a long period of policy and investment delays. The recent European Hydrogen Bank auction results were much lower than expected, but will renewable hydrogen be much cheaper than previously thought, or will consumers have to pay a large premium to secure offtake? Senior energy transition reporter James Burgess discusses these topics and more with senior hydrogen analyst Matthew Hodgkinson, hydrogen analyst Anastasia Pantazopoulou, and pricing specialist ..read more
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Why sulfur markets face an upside risk from the energy transition
Platts Future Energy
by S&P Global Commodity Insights
4M ago
Sulfur is a crucial input for the fertilizer market. But, this byproduct of the oil and gas industry is also increasingly in-demand for processing key metals needed for the energy transition, such as copper and nickel. In this episode of the Platts Future Energy podcast, sulfur and sulfuric acid market reporter Matt Hoisch is joined by sulfur and sulfuric acid Analyst, Yuya Pan, and senior copper analyst, Ruilin Wang, for a deep dive into how a transition to greener energy sources is expected to impact sulfur supply and demand. Related coverage: Platts launches CFR Southeast Africa sulphur ass ..read more
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Navigating the new and old: what lies ahead on India’s energy transition map?
Platts Future Energy
by S&P Global Commodity Insights
5M ago
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 an ..read more
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Deconstructing the European carbon market's price slump
Platts Future Energy
by S&P Global Commodity Insights
6M ago
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. S&P 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-December Read further on our: Specifications ..read more
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What lies ahead for climate policy after COP28
Platts Future Energy
by S&P Global Commodity Insights
8M ago
As the dust settles after COP28, with world leaders finally agreeing to shift energy systems away from fossil fuels, scrutiny of the climate impact of energy policy is set to intensify in 2024. The thorny issue of finance is likely to dominate the climate debate this year, and with economic and geopolitical uncertainty still dominating the headlines, energy markets are in for a bumpy ride. In this episode of the Platts Future Energy podcast, S&P Global Commodity Insights' experts Anna Mosby, Sara Giordano, Agamoni Ghosh and Eklavya Gupte take a deep dive into some of the key outcomes from ..read more
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It's blue-sky thinking for sustainable aviation fuel markets
Platts Future Energy
by S&P Global Commodity Insights
9M ago
There's just over a year to go until the EU introduces its sustainable aviation fuel mandate. S&P Global Commodity Insights' Seb Lewis, associate director for biofeedstocks and biofuels consulting, speaks with Stephen Li, associate director for biofuels research and analysis, and Simone Burgin, associate editor for biofuels pricing. The team discusses the current state of the SAF market and HEFA fuels, developments in advanced biofuels and PtL pathways, feedstocks, and the current state and future paths of SAF pricing.    Related prices: Sustain ..read more
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Trash to Treasure: The role of UCO and POME in energy transition
Platts Future Energy
by S&P Global Commodity Insights
10M ago
Waste feedstocks in the form of Used Cooking Oil and Palm Oil Mill Effluent have been hitting headlines in the biofuels sphere – touted as the next generation of energy feedstocks. Feedstock flexibility appears to be a dominant trend over the next few years, and legislations across many countries look set to propel demand of waste-based feedstocks. In this podcast, Asia’s managing editor Takmila Shahid, markets editor Nurul Darni, together with Head of Asia agriculture and metals news team, Rohan Somwanshi, and biofuels analyst Chua Wei Jun, discuss the rising appeal of UCO and POME as the cov ..read more
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