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Artwork for Energy Evolution
Renewable Energy
Energy Transition
Electric Vehicles
Inflation Reduction Act
European Union
Nuclear Energy
Decarbonization
Data Centers
Climate Change
Sustainable Aviation Fuel
United States
Artificial Intelligence
Offshore Wind
Clean Energy
China
Natural Gas
Green Hydrogen
Hydrogen
Carbon Border Adjustment Mechanism
Carbon Markets

Interviews, analysis and reporting from S&P Global Energy on energy and commodities' transition to a cleaner future. Host Eklavya Gupte speaks with policymakers, industry professionals and S&P Global Energy in-house experts worldwide on topics related to decarbonization, climate, emerging fuels and energy sources, and the outlook for commodity markets from oil to power to metals. The Energy Evolut... more

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Artwork for Energy Evolution

Latest Episodes

The US offshore wind sector is facing a new front in its battle with the Trump administration: lease buyouts. In this episode of Energy Evolution, renewables reporter Noah Schwartz tells host Camilla Naschert about federal deals that allow offshore w... more

Dozens of North American private startups and established companies, state agencies and academic institutions are racing to develop and commercialize an advanced nuclear reactor. Whether these companies, and the advanced nuclear sector at large, can ... more

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 ... more

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 Gul... more

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Recent Guests

Craig Bealmear
CFO of Oklo
Oklo
Episode: AI demand is intensifying the race to build advanced nuclear reactors
Janet McGurty
Senior Editor, S&P Global Energy
S&P Global Energy
Episode: Global diesel shortages squeeze the Americas
Kauanna Navarro
Latin American Refined Products editor
S&P Global Energy
Episode: Global diesel shortages squeeze the Americas
Carlos Castillo
Latin American Refined Products editor
S&P Global Energy
Episode: Global diesel shortages squeeze the Americas
Elizabeth de Jong
Representative from Fuels Industry UK
Fuels Industry UK
Episode: War and decarbonization: Rewriting the UK and Europe's refining future
John Murray
Principal Analyst at S&P Global Energy
S&P Global Energy
Episode: Why protesters want to slow America's data center boom
Darrell West
Senior Fellow, Center for Technology Innovation, Brookings Institution
Brookings Institution
Episode: Why protesters want to slow America's data center boom
Aaron Tinjum
Executive Vice President, Data Center Coalition
Data Center Coalition
Episode: Why protesters want to slow America's data center boom
Coralie Laurencin
Director of European Gas, Power and Carbon Policy
SERA
Episode: Europe's electrification challenge: Can ambition meet reality?

Hosts

Eklavya Gupte
Host of Energy Evolution; affiliated with S&P Global Energy
Dan Testa
Co-host for Energy Evolution, long‑time host and reporter

Reviews

4.5 out of 5 stars from 76 ratings
  • Great content, would be better with less politics

    I understand the target demographic and many hosts / guests likely lean to the left, and I appreciate the informative content nevertheless.

    However, S&P Podcasts consistently and blatantly support democratic agendas and policies, and alienate the moderate majority and republicans.

    Please do better about prompting guests with politicizing / hot button questions, and market the content to be more neutral or centrist. If we want bipartisan support for the energy evolution, stop marketing solely ... more

    Apple Podcasts
    3
    Picturelover69
    United States2 years ago
  • As a retail investor and trader…

    This is information packed without a lot of political griping earmarking other energy podcasts (often triggering ad nausea switch away) never getting close to your production standards.

    As a comedian, production standards are my lifeblood.

    The quality of the information is as good as I have heard anywhere, and in the wrap, please keep ‘em coming, and I will listen.

    Recommending green investment to other comedians is about as effective as speaking to the financial IQ of the average person in O... more

    Apple Podcasts
    5
    TheLoneComic
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Insightful analysis that cuts through jargon, with strong data context.
High-quality interviews with practitioners and policymakers, offering practical takeaways for sponsors and guests.
Occasional political tilt; listeners seek balanced coverage across policy divides.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

AI demand is intensifying the race to build advanced nuclear reactors
Q: You recently published your annual look at the state of the advanced nuclear sector. Which companies are winning the race toward commercialization or attracting the most financing, and has that changed over time?
The episode highlights clear leaders like GE Hitachi Nuclear and New Scale Power, with TerraPower and Oklo among the notable players; financing has become more sophisticated as more nuclear companies go public and attract partnerships with hyperscalers and large tech firms, reflecting increased investor understanding and momentum for both traditional and small‑scale designs.
War and decarbonization: Rewriting the UK and Europe's refining future
Q: What policy signals are needed from the UK government to encourage investment while advancing decarbonization?
Elizabeth argues for a strong CBAM with export protections and reform of the ETS, accompanied by proportionate regulation and support for CCUS and SAF, to create a level playing field and ensure investability in UK refineries.
War and decarbonization: Rewriting the UK and Europe's refining future
Q: How has this conflict reshaped the calculus for Europe's fuel sectors and refineries?
Kelly explains that margins have improved due to war-driven shocks, and although European refining appears temporarily profitable, the longer-term investment outlook depends on policy support and the ability to decarbonize cost-effectively.
Europe's electrification challenge: Can ambition meet reality?
Q: Are there going to be more policies to make prices more competitive?
Yes, but the approach will remain complex and targeted. High wholesale prices and system costs push for policy measures, including state aid rules, contracts, and grid investments, while governments seek to balance affordability with fiscal constraints and the need to support industry.
Europe's electrification challenge: Can ambition meet reality?
Q: Now, to start off it, is this plan realistic? And why is electrification a key part of Europe's climate and energy policy mantra?
The panel suggests the target is bold and ambitious, with a long-standing stable baseline around 23-24% electrification and a need to accelerate to meet 2040 goals, while acknowledging scepticism about speed and affordability. The dialogue emphasizes energy security, grid readiness, and industrial competitiveness as core drivers behind the push for electrification.

Audience Metrics

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Frequently Asked Questions About Energy Evolution

What is Energy Evolution about and what kind of topics does it cover?

Industry-focused discussions on energy transition, policy, and market dynamics across oil, power, and commodities. Episodes frequently center on grid evolution, market reforms, storage, and decarbonization strategies, often featuring senior executives, policymakers, and researchers from global energy players and think tanks. A standout pattern is the blend of practical market insight with policy context, including regional case studies (US, Europe) and emerging technologies like storage and demand flexibility. This mix makes it useful for listeners who want to understand how energy transitions unfold in real markets, with a bias toward data-driven analysis and governance implications rather than pure advocacy. Potential listeners should fin... more

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Which podcasts are similar to Energy Evolution?

These podcasts share a similar audience with Energy Evolution:

1. Energy Gang
2. Catalyst with Shayle Kann
3. Interchange Recharged
4. POLITICO Energy
5. Columbia Energy Exchange

How many episodes of Energy Evolution are there?

Energy Evolution launched 7 years ago and published 370 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Energy Evolution?

Recent guests on Energy Evolution include:

1. Craig Bealmear
2. Janet McGurty
3. Kauanna Navarro
4. Carlos Castillo
5. Elizabeth de Jong
6. John Murray
7. Darrell West
8. Aaron Tinjum

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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