

EnergyCents
IHS Markit is now part of S&P Global. Hear exclusive energy insights and analysis, and engage with our experts as we explore the complex environment that shapes global energy markets. Follow EnergyCents, featuring our experts discussing the intersection of the financial and energy industries.
Episodes


Storms, Storage and Supply: Europe's winter energy outlook (Ep. 264)

After the Shock: What's Next for LNG? (Ep. 263)

Steady as she goes: US shale sector approaches higher oil prices with caution (Ep. 262)

Reuniting Gondwana: Why Big Oil is returning to West Africa.

Talking refining capacity with Phillips 66 (Ep. 260)
The global refining industry currently operates at record-high utilization rates, driven by technological advancements and asset optimization rather than just favorable market conditions. Sean Maher, Chief Economist and Head of Investor Relations at Phillips 66, highlights that while these high levels are sustainable i...

The illusion of crowds: In coversation with S2G

Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258)

Digital underground: Grid-forming inverters and the future of grid stability (Ep. 257)
Grid-forming inverters are becoming essential infrastructure as power grids transition from traditional, inertia-heavy mechanical systems to high-penetration renewable energy sources. Unlike standard grid-following inverters that require an external reference, grid-forming technology provides autonomous voltage and fre...

Marginal utility: Lack of new capacity leads to boom time for North America refining (Ep. 256)
The North American refining sector faces a complex supply-demand imbalance driven by geopolitical disruptions in the Strait of Hormuz and significant outages in Russian refining capacity. While historical trends suggested long-term demand destruction, current supply constraints—exacerbated by delayed Asian infrastructu...

South America's Right Turn: The new political map of energy (Ep. 255)

Strait talk: Oil markets brace for new phase amid extended Hormuz tensions (Ep. 254)

Talking clean-energy investment trends with ACORE (Ep. 253)

Corn, Carbon and Competition: Ethanol's Next Chapter in the US

Necessity breeds invention: US data centers developers embrace behind-the-meter power (Ep. 251)
Data centers are increasingly adopting behind-the-meter (BTM) power solutions to circumvent lengthy grid interconnection processes and meet the urgent energy demands of AI infrastructure. These BTM configurations, primarily utilizing gas-based resources like reciprocating engines and turbines, allow developers to bypas...

Sea change: Offshore wind sector adjusts development plans as costs rise (Ep. 250)

NIMBY: Data center developers wrestle with growing pains (Ep. 249)

Talking energy-as-as-a-service with Budderfly (Ep. 248)

Talking trash: Neogenyx Fuels and the opportunity to scale landfill RNG (Ep. 247)

Hot n' Cold: Talking efficiency with International District Energy Association (Ep. 246)
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