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

Every day, power market participants in the Western US must determine how much electricity they need for the following day and where it's going to come from. In response, California's grid operator on May 1 launched its Extended Day-Ahead Market, or ... more

Much of the current discussion about nuclear power focuses on advanced technologies, from the potential for nuclear fusion to the development of various designs for small, modular reactors.

But if we ask what new nuclear reactors have been built re... more

After nearly four months, global commodity markets have shown both vulnerability and resilience amid the unprecedented disruptions caused by the Iran war. The European gas market is no exception. In this episode of Energy Evolution, host Eklavya Gupt... more

It's hard to overstate how fast the battery energy storage industry is growing, and the impact that's having on the power sector. In 2025, US utilities and independent developers added 17.75 gigawatts of large-scale battery storage capacity, up 52% f... more

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Recent Guests

Grant Isaac
President and Chief Operating Officer, Cameco
Cameco
Episode: Cameco makes the case for large nuclear reactors
Jack Sharples
Senior Research Fellow on the Gas Research Program
Oxford Institute for Energy Studies
Episode: How the Iran war is challenging and changing Europe's gas market
Noah Roberts
Executive Director of the Energy Storage Coalition
Energy Storage Coalition
Episode: How battery storage is transforming the power grid
Mateo Jaramillo
CEO of Form Energy
Form Energy
Episode: How battery storage is transforming the power grid
Brandon Oyer
Head of energy and water for the Americas at Amazon Web Services
Amazon Web Services
Episode: Discussing data centers' grid impacts with Amazon Web Services
Marijn van Diessen
CEO, STX Group
STX Group
Episode: Beyond molecules: The rise of environmental commodities
Nobuo Tanaka
Chair, Innovation for Cool Earth Forum; former IEA executive director
Innovation for Cool Earth Forum / IEA (former)
Episode: How the war in Iran is accelerating Asia's energy transformation
Miguel Stilwell d'Andrade
CEO of EDP and EDPR
EDP (Energias de Portugal)
Episode: From crisis to resilience: How renewables are strengthening Europe's energy security
Doug Wood
Gas Committee Chair, Energy Traders Europe
Energy Traders Europe
Episode: How EU's methane rules could upend global gas trade

Hosts

Eklavya Gupte
Host of Energy Evolution
Dan Testa
Host of Energy Evolution

Reviews

4.4 out of 5 stars from 75 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.

Some critiques note perceived political leaning and desire for more neutral framing.
High production quality and expertise are repeatedly praised.
Listeners value data-driven, policy-relevant insights for energy and markets.
Guests are seen as credible experts drawing on industry and policy experience.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Cameco makes the case for large nuclear reactors
Q: What are the main risks utilities face when considering new nuclear builds, and how can they be managed?
The main risks are design, fuel supply, licensing, regulatory processes, and big project execution. Management involves locking down design and fuel, securing a licensed framework, standardizing the construction approach, and implementing sequencing to reduce upfront risk, with government involvement potentially ordering long-lead items to stabilize the supply chain.
Discussing data centers' grid impacts with Amazon Web Services
Q: What would an ideal interconnection and tariff process look like for data centers?
An efficient, transparent process where interconnection decisions are made quickly, tariffs are published and predictable, and developers know when we can connect and how much it will cost, all while maintaining reliability and allowing decarbonization goals.
Beyond molecules: The rise of environmental commodities
Q: How will AI and data centers affect environmental commodity markets?
AI-driven data centers are driving unprecedented electricity demand, boosting the need for renewable and flexible power sources. This increases demand for green power certificates and supports the case for granular renewable certificates to prove real-time green consumption, while creating complex power-market dynamics due to competing generation and capacity constraints.
Beyond molecules: The rise of environmental commodities
Q: What are the big trends you're seeing in biomethane?
Biomethane is poised to play a major role in decarbonizing industrial and transport uses, with regulatory mandates expanding in Europe and rising interest from infrastructure funds. Its adoption helps reduce methane leakage and can provide a lower-cost compliance pathway, potentially expanding imports independence and reducing gas dependence.
Beyond molecules: The rise of environmental commodities
Q: How do geopolitical ramifications drive major shifts in environmental markets?
Geopolitical events tend to influence long-term policy direction and mandate certainty, which shifts demand drivers for environmental commodities; while oil reacts instantly to shocks, environmental markets adjust through cycles tied to regulation, infrastructure, and renewable integration, leading to a gradual but meaningful realignment of liquidity and pricing.

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Frequently Asked Questions About Energy Evolution

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

A analytically driven energy-focused program that brings together policymakers, industry leaders, and researchers to unpack decarbonization, energy security, and the economics of the transition. Episodes frequently explore geopolitical shifts, regulatory changes, and technology-enabled solutions across oil, gas, power, and emerging fuels, with a clear emphasis on practical implications for markets, policy, and infrastructure. Noteworthy strengths include high-profile policy and industry guests, data-driven framing of complex topics (like carbon accounting, methane regulation, and nuclear strategy), and a willingness to tackle both global trends and regional specifics. Potential listeners include energy and climate professionals, policymaker... 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. Switched On
3. Interchange Recharged
4. Redefining Energy
5. Catalyst with Shayle Kann

How many episodes of Energy Evolution are there?

Energy Evolution launched 7 years ago and published 358 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. Grant Isaac
2. Jack Sharples
3. Noah Roberts
4. Mateo Jaramillo
5. Brandon Oyer
6. Marijn van Diessen
7. Nobuo Tanaka
8. Miguel Stilwell d'Andrade

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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