Energy Transition by S&P Global Commodity Insights

In this episode, Justin Jacobs, Hill Vaden and Samantha Humphreys discuss the top trends that will influence #energy investors in 2025. 🎙️ Full episode (31:33): https://okt.to/qYAUhN #EnergyTransition #AI

INTERVIEW: Japan must address 20 mil mt/year #gas supply gap in FY 2040-41: former ANRE head ▪️ Gas could be main energy source if CCS ends up being 'usable' technology ▪️ 50 mil mt/year gas supply could be procured with #LNG destination clause ▪️ 'Almost unthinkable' for Qatar LNG imports to fall to zero with output growth 🖥️ Full story: https://okt.to/TBKU1j #EnergyTransition

Join us in London on 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟮𝟰, for the 𝗣𝗹𝗮𝘁𝘁𝘀 𝗟𝗼𝗻𝗱𝗼𝗻 𝗘𝗻𝗲𝗿𝗴𝘆 𝗙𝗼𝗿𝘂𝗺 (𝗟𝗘𝗙). This event brings together energy professionals, offering a valuable platform to gain key insights and explore strategies for navigating market complexities. 𝗞𝗲𝘆 𝗮𝗿𝗲𝗮𝘀 𝗼𝗳 𝗳𝗼𝗰𝘂𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: • Updates on Platts benchmarks and price assessments • Insights into the outlook for global energy markets • Cross-commodity transformation of the modern date market 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝘁𝗼𝗱𝗮𝘆: https://okt.to/5A9i0s #LondonEnergyForum #LEF2025 #EnergyWeek #Platts

California seeks feedback on types of #EV chargers to prioritize in funding plan ▪️ State considers whether to focus on DC fast chargers ▪️ Commenters call for mixed portfolio 🖥️ Full story: https://okt.to/AFjnUC #electricvehicles #EnergyTransition #power

We are thrilled to announce that Dr. Ilham Kadri, CEO of Syensqo SA, will be speaking at #SPWPC 2025! As a transformative leader, Dr. Kadri has driven growth, innovation, and sustainability in the chemical industry. Don’t miss the opportunity to hear from one of the industry’s most influential voices at #SPWPC 2025! 🔗 https://okt.to/4Fuhzj #Petrochemicals

EU countries must do more to phase out fossil #fuels subsidies by 2030: EC report ▪️ EU countries must accelerate fossil fuel subsidy phaseout ▪️ #Energy subsidies increased significantly due to crisis measures 🖥️ Full story: https://okt.to/dOX3Ye #EnergyTransition #gas

We are thrilled to share that CI Consulting by S&P Global Commodity Insights had the privilege of serving as a market advisor to the U.S. Department of Energy (DOE) Loan Programs Office (LPO) on the following two projects supported by DOE. The first is Sunwealth Holdco 18 LLC’s Project Polo, which LPO announced on January 16, 2025, that closed on a $289.7 million DOE loan guarantee to help finance the deployment of up to 1,000 solar photovoltaic (PV) systems and battery energy storage systems (BESS) located primarily at commercial and industrial facilities and integrated across up to 27 states. Project Polo marks a pivotal step in deploying PV and BESS across underserved communities throughout the United States. It’s a powerful example of how renewable energy innovation can align with meaningful social impact, empowering communities that have historically been overlooked in the transition to clean energy. The second is Zum Energy Geo, LLC’s Project Marigold, which LPO announced on January 17, 2025, received a conditional commitment for a loan guarantee of up to $705.1 million to help finance the deployment of a fleet of battery-electric school buses (BEBs), 17 BEB charging lots across eight states containing bi-directional chargers, and associated software for transportation, charge management, and virtual power plants (VPP). The availability of DOE financing for Project Marigold is subject to the satisfaction of certain technical, legal, environmental, and financial conditions. If finalized, Project Marigold will be deployed in at least thirteen public school districts to electrify their bus fleets while also leveraging 396 MWh of total BEB battery capacity to support local grids and improve grid reliability during periods of peak electricity demand, when school buses are typically not in transit. The reduction of noise and ambient air pollutants from diesel combustion as a result of Project Marigold will improve environmental, health, and educational outcomes for children and their communities. CI Consulting stands ready to support clients with actionable market insights, ensuring that stakeholders can make informed choices that advance clean energy and sustainability goals. It’s deeply rewarding to contribute to initiatives that deliver environmental, economic, and social benefits. These are the types of partnerships and solutions that will define the future of sustainable energy. Congratulations to everyone involved in achieving these milestones! For further questions or expert guidance on these topics, contact our team: Natallia Pinchuk or email us at ci.consulting@spglobal.com. Read more about these projects using the links in the comments! #CleanEnergy #Sustainability #RenewableEnergy

#ICYMI 𝟮𝟬𝟮𝟰: 𝗔 𝗠𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 𝗳𝗼𝗿 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗶𝗻 𝗜𝗻𝗱𝗶𝗮! India's renewable energy sector significantly grew in 2024, with a record capacity awarded through competitive tenders, write Abhyuday Tewari and Ankita Chauhan. 🔗 https://okt.to/qcYXFN #TenderMarket #Renewable #Sustainability

Check out the Platts Carbon Price Explorer for monthly insights into carbon values across compliance and voluntary markets 🔗 https://okt.to/fkAXjx #CarbonMarkets #OCTT #CarbonPricing

Renewable Energy Certificates (RECs) have gained widespread acceptance in Singapore, allowing energy consumers to meet their sustainability goals through REC purchases. As of November 2024, the redemption of International Renewable Energy Certificates (I-RECs) for solar in Singapore has increased by approximately 113% year over year, while issuance has surged by 284% compared to 2023. Check out S&P Global Commodity Insights’ new Platts daily solar I-REC price assessments for Singapore, providing transparent and reliable data in the renewable energy sector. As the demand for renewable energy continues to rise, our assessments provide clarity into a rapidly growing market combined with the actionable and reliable data and insights necessary for organizations to thrive in this dynamic environment. Learn more about our recent launch of Singapore (and Saudi Arabia) I-REC price assessments: https://okt.to/SfqJ8x #RenewableEnergy #Decarbonization