At COP28, a pledge to triple nuclear capacity - but can it be done?

As electric vehicle and clean energy technology demand ramps up, so is interest in sourcing the critical minerals they need from recycled materials.  

Energy Evolution correspondent Camellia Moors spoke with guests Ahmad Ghahreman, CEO, president and co-founder of rare earths recycler Cyclic Materials, and Julian Proelss, director of business management battery recycling at chemical company BASF, about how these materials are extracted from old equipment and used in new batteries. 

Subscribe to Energy Evolution to stay up to date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

The price of solar photovoltaic modules has declined around 40% in the past year due to high production in China.

In this episode of Energy Evolution, we're exploring whether cheaper panels are unlocking the business case to build utility-scale solar in the Nordic region. With much fewer sun hours and ample wind and hydro, these northern European countries are no solar hubs – but this is starting to change.

Energy Evolution correspondent Camilla Naschert spoke to Warren Campbell and Peter Tornberg of renewables developers Alight and OX2, as well as Justin FitzHugh of investment bank Arctic Securities, bringing a perspective from a region warming to solar energy.

Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

On this episode Energy Evolution podcast interviews Alfred Johnson, CEO and co-founder of Crux, about the shift towards clean energy and the tax credits offered by the Inflation Reduction Act (IRA). The IRA is creating hundreds of billions of dollars in tax credits for companies that deploy renewable energy. Transferable tax credits enable companies to sell those credits and access capital quickly. Crux is a platform for developers, tax credit buyers, and financial institutions to transact and manage transferable tax credits. The company’s inaugural market report on the state of clean energy tax credit transactions found that there was between $7 billion and $9 billion in volume of 2023 tax credit transactions. They reported that the transferability of the credits levels the playing field for smaller projects and new technologies.

Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

In this episode of the Energy Evolution podcast by S&P Global Commodity Insights, Dan Testa and Taylor Kuykendall speak to Troy Demmer, Co-Founder and Chief Product Officer for Gecko Robotics, and Gilman Callsen, CEO and Founder of Rho Impact, about the use of robots in power plant inspections for sustainability. These robots can identify potential problems in power plants, allowing for preventive maintenance and reducing the reliance on backup generation sources, thus lowering emissions. Rho Impact has reported that robotic inspections combined with decision-making software could eliminate the equivalent of up to 4.8% of annual emissions in the US.

Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

In the Energy Evolution podcast, Dan Testa and Taylor Kuykendall interview Jonathan Martell, COO of Mohave Electric Co-Op, and Larsh Johnson, CTO of Stem, to discuss rural power generators using artificial intelligence to help transition to clean energy. The guests discuss the challenges and solutions for increasing the share of renewables in the co-op retail energy mix, and a new solar-plus-storage project recently announced by Mohave. 

Please subscribe to Energy Evolution to stay current on the energy transition and its implications. Veteran journalists Dan Testa and Taylor Kuykendall co-host the show.

At the COP28 climate conference in December, more than 20 countries—including the US, the UK, France and Sweden—signed a declaration committing to a tripling of nuclear capacity by 2050.
 
Correspondents Camilla Naschert and Camellia Moors spoke with experts across the nuclear energy and uranium mining industries about the declaration. Listen in to hear Antony Froggatt at Chatham House, Kirsty Gogan at TerraPraxis, Timothy Fox at ClearView Energy Partners, and Ross McElroy at Fission Uranium talk about the pledge, what it could mean for a global nuclear power expansion, and how the uranium industry is responding to promises of a nuclear build-out.
 
Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall.

The International Energy Agency, a Paris-based intergovernmental organization that analyzes the global energy sector and offers policy recommendations, has announced that renewable energy is expanding faster than at any time in the last three decades, with 507 GW of renewables installed in 2023 alone, almost 50% more than the previous year. Our correspondent Camilla Naschert speaks with Commodity Insights reporter Alex Blackburne about what the report means. Meanwhile, co-host Taylor Kuykendall brings the show a chat with Martin Pochtaruk, the president of North American solar manufacturer Heliene, about the findings of the report and what it is going to take to meet ambitious renewable deployment goals. 

Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

The Energy Evolution podcast explores the challenges and changes facing the transition to cleaner energy. One challenge is obtaining the materials necessary for the transition, such as lithium, copper, and rare earth metals. Space mining is a potential solution, with companies investing in research and development to mine asteroids and other celestial bodies for valuable metals and resources like water. The technology for space mining is in its early stages, and there are challenges, such as logistical and ethical considerations. Reporters from the S&P Global Commodity Insights team, Karl Decena, Kip Keen and Eri Silva, also discussed the potential impact of space mining on terrestrial markets and the need for regulatory frameworks for space mining.

Related articles:

Digging Space: Miners to ignite race for outer space ore https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-miners-to-ignite-race-for-outer-space-ore-78269052

Digging Space: Asteroid mining unlikely to overwhelm metal markets https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-asteroid-mining-unlikely-to-overwhelm-metal-markets-79716462

Digging Space: Galactic gold rush begins with fewer rules than the Wild West https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/digging-space-galactic-gold-rush-begins-with-fewer-rules-than-the-wild-west-79719853

Tune in to Energy Evolution to stay up-to-date on the energy transition and its implications. The show is co-hosted by veteran journalists Dan Testa and Taylor Kuykendall. 

In this episode of Energy Evolution, hosts Dan Testa and Taylor Kuykendall dive into the latest trends in the energy transition and their impact on the energy and mining sectors as we kick off 2024. Joining them are correspondents Camilla Naschert and Camellia Moors, who share their insights on the rapidly changing landscape of energy production and consumption.

With the world moving towards more sustainable energy sources, the hosts and correspondents discuss how companies in the energy and mining sectors adapt to these changes. They also explore the challenges and opportunities for these industries as they strive to stay ahead of the curve.

Tune in to Energy Evolution to stay up-to-date on the energy transition and its far-reaching implications.