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Artwork for Energy Evolution
Inflation Reduction Act
Nuclear Energy
Decarbonization
COP28
Climate Change
Uranium Production
Zero-Carbon Industry
Renewable Energy
Solar Energy
International Energy Agency
Energy Crisis
Nordic Energy Market
Clean Energy
Scope 2 Emissions
Sustainability
Wind Energy
Space Mining
Nuclear Waste Disposal
Financing Nuclear Projects
Solar Photovoltaic

Interviews, analysis and reporting from S&P Global Commodity Insights on energy and commodities' transition to a cleaner future. Hosts Taylor Kuykendall and Eklavya Gupte speak with policymakers, industry professionals and SPGCI 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 met... more

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Artwork for Energy Evolution

Latest Episodes

The closure of the Strait of Hormuz was long considered one of the energy market's great hypotheticals -- until it became a reality. In this special CERAWeek series episode of Energy Evolution, host Eklavya Gupte sits down with Dave Ernsberger, presi... more

Carbon accounting — the math of how emissions are calculated, reported and compared — is poised to move to the forefront of global trade and energy markets.

Three critical developments in 2026 are forcing action: the implementation of the EU's Carb... more

California utility PG&E is studying the impacts of electrification to understand and prepare for a future grid with high levels of distributed energy resources, and significantly higher power demand.

But although PG&E expects to spend about $25 bi... more

For several years, Iran, Venezuela, and Russia have relied on a sprawling network of aging tankers—known as the shadow fleet—to keep their oil flowing despite Western sanctions. Now, the EU is proposing its most aggressive move yet: a sweeping ban on... more

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Recent Guests

Kevin Birn
Head of Carbon Research and the Centre of Emissions Excellence
S&P Global Energy Horizons
Episode: The math behind emissions: Why carbon accounting matters now more than ever
Roman Kramarchuk
Head of Integrated Narratives and Policy Analysis
S&P Global Energy Horizons
Episode: The math behind emissions: Why carbon accounting matters now more than ever
James Salo
Head of Partnerships and Strategic Initiatives
S&P Global Energy Horizons
Episode: The math behind emissions: Why carbon accounting matters now more than ever
Quinn Nakayama
Senior Director of Grid Research, Innovation and Development at PG&E
Pacific Gas and Electric (PG&E)
Episode: PG&E's endeavor to make electrification easier
Kelly Norways
Journalist documenting the Shadow Fleet evolution
Episode: Europe's battle against the shadow tanker fleet
Max Lin
Journalist documenting the Shadow Fleet evolution
Episode: Europe's battle against the shadow tanker fleet
Julio Dal Poz
Managing Director in the Energy Transition Practice at FTI Consulting
FTI Consulting
Episode: Big Oil's offshore wind dilemma
John Melby
CEO of Xpansiv
Xpansiv
Episode: Power surge: The impact of energy addition on environmental commodity markets
Marie-Louise du Bois
Director for Energy Transition Price Reporting at Platts
S&P Global Energy
Episode: Power surge: The impact of energy addition on environmental commodity markets

Hosts

Eklavya Gupte
Host of Energy Evolution, focused on energy transition topics and market insights.
Dan Testa
Host of Energy Evolution, co-leading discussions on policy, markets, and technology in energy.

Reviews

4.4 out of 5 stars from 72 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 Statesa year 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 listeners feel the coverage leans politically and would prefer more neutral or centrist framing.
High-quality, information-packed discussions with strong insights into energy markets.

Chart Rankings

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Talking Points

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The math behind emissions: Why carbon accounting matters now more than ever
Q: What might we expect later this year as a result of these accounting changes?
There will likely be more clarity around C-band details, UK-specific CBAM considerations, expanded product-level accounting discussions, and additional expert panels and consultations guiding the evolution of reporting standards and alignment with ISO and IFRS-based frameworks.
The math behind emissions: Why carbon accounting matters now more than ever
Q: What industry and policy developments should we watch as Scope 2/3 revisions roll out?
Watch for ongoing consultations and changes to Scope 2 and Scope 3 standards, increasing data quality requirements, potential mandatory reporting in some jurisdictions, and the emergence of product-level accounting frameworks like Carbon Measures that could reshape how emissions are quantified across value chains.
The math behind emissions: Why carbon accounting matters now more than ever
Q: What is the outlook for the green premium and harmonization of standards?
The outlook is cautious; entrenched interests and existing targets complicate alignment, but a more harmonized framework and better product-level data could create differentiated market opportunities and potentially support a green premium over time.
The math behind emissions: Why carbon accounting matters now more than ever
Q: How are the commodity markets reacting to the need for more carbon accounting?
Markets are grappling with how to signal product-level carbon intensity, moving away from corporate-level reporting toward comparability across traded products, and preparing for regulatory shifts that could affect pricing and investment decisions.
The math behind emissions: Why carbon accounting matters now more than ever
Q: What is CBAM trying to solve in the EU trade policy context?
CBAM aims to level the playing field by accounting for the carbon intensity of imported goods and the carbon price paid overseas, thereby protecting EU industries from competitive undercutting and reducing leakage while integrating carbon costs into trade.

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Frequently Asked Questions About Energy Evolution

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

This program delivers expert analysis and interviews at the intersection of energy, policy, and markets, with a strong focus on the energy transition and decarbonization. Episodes frequently explore how policy shifts, market structure, and technology shape opportunities in renewables, hydrogen, copper, carbon markets, and power grids, often featuring industry leaders, policymakers, and researchers who provide actionable insights for investors, utilities, and corporate strategists. A standout pattern is the emphasis on real-world challenges—financing, regulation, supply chains, and geopolitical risk—and on practical implications for customers and markets, from offshore wind economics to carbon removal credibility. A notable strength is the b... more

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These podcasts share a similar audience with Energy Evolution:

1. Odd Lots
2. Masters in Business
3. Dwarkesh Podcast
4. Capital Allocators – Inside the Institutional Investment Industry
5. Economist Podcasts

How many episodes of Energy Evolution are there?

Energy Evolution launched 6 years ago and published 342 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. Kevin Birn
2. Roman Kramarchuk
3. James Salo
4. Quinn Nakayama
5. Kelly Norways
6. Max Lin
7. Julio Dal Poz
8. John Melby

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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