Pricing power: Developing a roadmap for carbon differentiated markets (Ep. 198)
Release Date: 06/12/2025
Change Makers: Alex Klaessig, Halcyon Chief Data Officer (Ep. 204)
EnergyCents
San Francisco-based Halcyon is developing an AI-assisted search and information platform that aggregates and summarizes regulatory information that pertains to US power and gas markets. The sector-specific software is designed to improve workflows and decision-making by energy professionals. Alex Klaessig, Halcyon Chief Data Officer, joins Hill Vaden and Sam Humphreys to discuss how his experience as an energy expert informs Halcyon product development and why domain specialization improves the user experience and generated results when working with artificial intelligence models. Learn...
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Change Makers: Laurence Kemball-Cook, Pavegen CEO (Ep 203)
EnergyCents
London-based Pavegen makes triangular floor tiles that convert kinetic energy from human footsteps into electricity. The company’s technology has been installed in places that include airports, schools, dance floors, and stadiums in more than 40 countries. Laurence Kemball-Cook, founder and CEO of Pavegen, joins Hill Vaden and Sam Humphreys to discuss the idea behind converting footsteps into renewable energy and how Pavegen is embarking on a fresh funding round as it positions itself for scale within the smart-city sector. Learn more about Pavegen at: Learn more about S&P Global...
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Change Makers: Rodney Clemente, Energy Recovery (Ep 202)
EnergyCents
Energy Recovery, with roots in the desalination industry, designs and manufactures energy-efficiency technology solutions to generate cost savings and support environmental sustainability for its global set of customers. Rodney Clemente, Energy Recovery Senior Vice President of Water, joins Hill Vaden and Sam Humphreys to discuss how the company is using its membrane-separation technologies to improve the energy intensity and economics of water desalination. Learn more about Energy Recovery at: Learn more about S&P Global Commodity Insights energy coverage at:
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Change Makers: Katherine Cooke and Apar Paudyal, OPM (Ep. 201)
EnergyCents
(OPM) is a global consultancy working across climate policy, finance, disaster risk, energy, and urban planning helping governments and communities build resilience and reduce emissions. Katherine Cooke, Principal Consultant and Hub Lead for Climate Finance, and Apar Paudyal, Senior Consultant for Climate Resilience and Sustainability, join Hill Vaden and Sam Humphreys to discuss energy and climate financing and the challenges around raising funds relating to adaptation in every changing environmental landscape.
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Under pressure: Enhanced oil recovery operations drive US to CO2 injection milestone (Ep 200)
EnergyCents
The United States in 2025 surpassed the technical milestone of more than one gigaton of CO2 injected due, in large part, to CO2’s use in enhanced oil recovery (EOR) operations. Oilfield expert Derek Gonsuron joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how EOR is helping to pioneer carbon capture and utilization technologies that can help mitigate the emissions from hard-to-abate sectors. Read more on the S&P Global Commodity Insights blog here: Learn more about S&P Global Commodity Insights energy coverage at:
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Change Makers: Rob Guthrie, ENFRA (Ep 199)
EnergyCents
ENFRA, formerly Bernhard, provides energy-as-a-service solutions for customers in the healthcare, higher education, hospitality, and industrial market segments. ENFRA CEO Rob Guthrie joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss his experience leading the 106-year-old company through its rebranding to ENFRA and how its energy-as-a-service model helps health care and higher education customers focus on their core operations and worry less about managing their energy infrastructure. Learn more about ENFRA at: Learn more about S&P Global Commodity Insights energy...
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Pricing power: Developing a roadmap for carbon differentiated markets (Ep. 198)
EnergyCents
Carbon differentiation allows market participants to assign value to the role of greenhouse gas emissions associated with an economy’s goods and services. Carbon markets experts Kevin Birn and Jonty Rushforth join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the evolution of differentiated carbon markets and how consistency in measurement and reporting can align participants’ economic incentives with environment ambitions. Learn more about S&P Global Commodity Insights energy coverage at:
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Comeback kid: Rising gas prices expand near-term use of coal in U.S. power markets (Ep 197)
EnergyCents
Annual coal use in U.S. power generation has declined since the early 2000s as plants retire and renewables and natural gas win market share. However, 2025 may pause or slow the trend, if only temporarily. Coal-markets expert Wendy Schallom joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss how two years of stockpile build and higher gas prices in 2025 have increased the near-term competitiveness of coal in U.S. power markets. Learn more about S&P Global Commodity Insights energy coverage at:
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Tech stack: Upstream sector looks to artificial intelligence in next leg of innovation (Ep 196)
EnergyCents
The data-hungry upstream sector has been working with artificial intelligence for more than 40 years to, among other things, mitigate subsurface risks and predict production. Upstream expert Rachael Moreland joins EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the oil and gas industry’s history with AI adoption and where in the upstream value chain she’s most excited about the applications of modern innovation. Learn more about S&P Global Commodity Insights energy coverage at:
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Gasoline Dreams: Peak demand encroaches on oil markets (Ep. 195)
EnergyCents
Global crude demand begins to peak in 2027 despite longer-term growth trajectories for both jet fuel and naphtha, according to the most recent update of S&P Global Commodity Insights’ Annual Strategic Workbook covering oil markets. Oil and refined products experts Matt Andre and Shiva Gupta join EnergyCents hosts Hill Vaden and Sam Humphreys to discuss the key messages from their updated long-term global crude oil forecasts and how oil and refined products remain a meaningful part of global energy supply even after demand peaks. Learn more about S&P Global Commodity Insights energy...
info_outlineCarbon differentiation allows market participants to assign value to the role of greenhouse gas emissions associated with an economy’s goods and services. Carbon markets experts Kevin Birn and Jonty Rushforth join EnergyCents with hosts Hill Vaden and Sam Humphreys to discuss the evolution of differentiated carbon markets and how consistency in measurement and reporting can align participants’ economic incentives with environment ambitions.
Learn more about S&P Global Commodity Insights energy coverage at: https://www.spglobal.com/commodityinsights/en