Power-hungry datacenters require access to reliable electricity to meet the increasingly digital needs of modern society.  As society processes more data, more datacenters are being built, and more electricity is needed. Dan Thompson and Adam Wilson join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the impact of datacenters on the US power market, and how grid operators are responding to calls for load growth after more than a decade of flat demand.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en ..read more

China drove global energy markets throughout the early 2000s thanks to demand growth from its large population and manufacturing industries. Many are watching to see if India will have a similar impact on energy markets in the coming years. Rashika Gupta and Karim Fawaz join EnergyCents with hosts Hill Vaden and Sam Humphreys to compare China and India’s energy-demand profiles and explain why we should not expect India to impact global energy markets in the coming decades the same way China did in the past. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spgl ..read more

The global refining sector is approaching the end of its Golden Age as motor-fuel demand wanes in the developed world and large new-build projects in Nigeria and Mexico threaten Atlantic Basin margins. Hedi Grati joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss a global refining industry in flux and how the sector will adapt to changes in demand, feedstocks, and competition. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en ..read more

Americans love pick-up trucks, and the original equipment manufacturers (OEMs) that make them rely on their relatively high profit margins to fuel earnings. Darragh Punch joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss North America’s love affair with pick-up trucks and why electrifying them could be so important to mass EV adoption in the United States.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en ..read more

Singapore, which relies on natural gas to fire nearly all of its power generation, has plans to increase to about 30% the share of renewables in its electricity mix by 2035. The island city-state lacks available landmass for large-scale solar and wind installations and intends to rely on neighboring countries to generate renewable power and export it to Singapore via undersea cables.  Vince Heo and Hui Min Foong join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss Singapore’s Low-Carbon Import Project and consider some of the plan’s technical, commercial, and political chal ..read more

This week on EnergyCents,  emissions expert Deb Ryan joins Hill Vaden and Sam Humphreys to talk about the implications of emissions mitigation across the business landscape, from investment in decarbonization technology and what projects are on the horizon.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en ..read more

Geologic and political borders are not always the same. Can Guyana’s success as an oil province extend to next-door Suriname?  Siddhartha Sen and Isaac Nuti join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss offshore exploration activity in Suriname, and consider which projects may have the highest likelihood of extending Guyana’s commercial success.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en ..read more

Led most recently by Guyana, and Brazil before it, Latin America has been a remarkable success story for global oil exploration over the last 25 years. Flavio Fernandez and Jaka Hardiwinangun join EnergyCents with hosts Hill Vaden and Sam Humphreys to review Latin American exploration activity in 2023, and highlight the region’s high impact wells to watch in 2024.   Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en ..read more

As measured by discovered volumes, Africa finished one of its worst exploration years on record in 2023. However, two of the wells being drilled in December  – both in Namibia – came in successful in January 2024 and signal an auspicious start to the new year.  Justin Cochrane returns to EnergyCents with hosts Hill Vaden and Sam Humphreys to review African exploration activity in 2023, and highlight the continent’s high impact wells to watch in 2024. Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en ..read more

Led by the Americas, supply growth from non-OPEC countries fully met the growth in global oil demand in 2023. This balance, along with wars in the Middle East and Ukraine, U.S. elections in November, and changing shipping patterns weigh on the minds of oil strategists in 2024. Aaron Brady and Ha Nguyen join EnergyCents with hosts Hill Vaden and Sam Humphreys to share their thoughts on the biggest events that will shape oil markets in 2024.  Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en ..read more