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S&P Global Energy · Business

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

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Dr. Copper's Diagnosis: What Copper Is Telling Us About the Global Economy (Ep. 265)

08 Oct 2026
22m
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Storms, Storage and Supply: Europe's winter energy outlook (Ep. 264)

01 Oct 2026
31m
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After the Shock: What's Next for LNG? (Ep. 263)

24 Sep 2026
27m
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Steady as she goes: US shale sector approaches higher oil prices with caution (Ep. 262)

17 Sep 2026
30m
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Reuniting Gondwana: Why Big Oil is returning to West Africa.

10 Sep 2026
33m
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Talking refining capacity with Phillips 66 (Ep. 260)

03 Sep 2026
33m
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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...

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The illusion of crowds: In coversation with S2G

27 Aug 2026
35m
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Quagmire: Scenario planning a case for lasting oil markets disruption (Ep. 258)

20 Aug 2026
33m
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Digital underground: Grid-forming inverters and the future of grid stability (Ep. 257)

13 Aug 2026
35m
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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...

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Marginal utility: Lack of new capacity leads to boom time for North America refining (Ep. 256)

06 Aug 2026
32m
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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...

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

30 Jul 2026
31m
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Strait talk: Oil markets brace for new phase amid extended Hormuz tensions (Ep. 254)

23 Jul 2026
46m
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Talking clean-energy investment trends with ACORE (Ep. 253)

16 Jul 2026
30m
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Corn, Carbon and Competition: Ethanol's Next Chapter in the US

09 Jul 2026
30m
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Necessity breeds invention: US data centers developers embrace behind-the-meter power (Ep. 251)

02 Jul 2026
29m
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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...

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

25 Jun 2026
34m
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NIMBY: Data center developers wrestle with growing pains (Ep. 249)

18 Jun 2026
33m
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Talking energy-as-as-a-service with Budderfly (Ep. 248)

11 Jun 2026
28m
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Talking trash: Neogenyx Fuels and the opportunity to scale landfill RNG (Ep. 247)

04 Jun 2026
29m
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Hot n' Cold: Talking efficiency with International District Energy Association (Ep. 246)

28 May 2026
35m
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