S&P Global Commodity Insights Podcast
1) From Shale to Scale: Daniel Gonzalez on Vaca Muerta's Promise for Argentina (Ep. 235)
Unpack the next chapter of Argentina's energy story through the lens of Vaca Muerta, one of the world's most promising shale basins. In this episode, Argentina's Vice Minister of Energy and Mining Dan...Show More
2) Talking behind-the-meter power generation with Bloom Energy (Ep. 234)
Bloom Energy manufactures solid oxide fuel cell (SOFC) systems for on-site power generation projects and has been a major beneficiary of the US boom in data center development. Bloom's modular fuel ce...Show More
3) Strange brew: Canadian oil sands position for growth (Ep. 233)
The Canadian oil sands are making more than 3.5 million barrels per day and would be the major contributor to the Albertan government realizing its ambition of doubling provincial oil and gas producti...Show More
4) Check please: European importers await CBAM bill as transitional phase ends (Ep. 232)
Europe moved its Carbon Border Adjustment Mechanism (CBAM) into its definitive phase in January 2026 after two years of emissions-data collection. The definitive phase now requires importers to begin ...Show More
5) Talking US natural gas acquisitions and capital partnerships with Diversified Energy (Ep. 231)
Diversified Energy is a multi-basin US natural gas producer focused on growing itself through acquisitions of proved developed producing reserves. In 2025, the company announced more than $2 billion ...Show More
6) Top Trends for 2026: Energy capital bets on AI-led power demand, positions for cyclical oil surplus (Ep. 230)
Top Trends for 2026: Energy capital bets on AI-led power demand and positions for a cyclical oil surplus. AI will continue to be a dominant driver of energy capital flows in 2026 as growth investment ...Show More
7) Talking long-duration energy storage with the CEO of Inlyte Energy (Ep. 229)
Talking long-duration energy storage with the CEO of Inlyte Energy Inlyte Energy is a U.S.-based manufacturer of iron-sodium battery energy storage systems. The five-year-old company completed a succe...Show More
8) Top Trends for 2026: Upstream leans into its core business as the energy-expansion agenda cements (Ep. 228)
The global upstream sector will navigate increased cost pressures this year as it faces a well-supplied oil market. This expectation and four other key trends will direct the attention of E&P executiv...Show More
9) Africa: Infrastructure hurdles limit pace of broadening energy access (Ep. 227)
Africa is often discussed as a single entity, but the energy profiles differ widely between North Africa and Sub-Saharan Africa as well as within the 54 countries that define those regions. Much of No...Show More
10) Top Trends for 2026: Data center demand soars; global solar installations peak; and more (Ep. 226)
Global solar installations slow after a record-setting 2025 as growth in the rest of the world fails to cover an expected 33% decline in annual additions by China. This expectation and nine other tren...Show More