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Platts Future Energy

S&P Global Platts

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Platts Future Energy

Platts Future Energy

S&P Global Platts

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Followers
0
Plays
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About Us

Market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.

Latest Episodes

Greening steel production and hydrogen’s potential

The global steel sector accounts for roughly 7% of the world’s CO2 emissions. Blast furnaces, which process iron ore and coking coal, and produce most of the world’s steel, have a higher emissions intensity compared with mini-mills that melt ferrous scrap. Incorporating hydrogen and renewable power could help the sector lower its emissions profile as it looks for new ways to meet demand for greener steel. S&P Global Platts managing editor Andrew Moore speaks with Platts senior editor for steel raw materials and metals analysis Hector Forster and Platts Analytics’ lead hydrogen analyst Zane McDonald on how hydrogen may help transition the steel sector away from emissions-intensive blast furnaces and more toward direct reduction iron- and scrap-fed electric arc furnaces. The discussion covers global steel production trends, PCI coal substitution by hydrogen, power and hydrogen sources, carbon-based taxes on steel in Europe, and how demand for low emissions steel is already being seen in Europe.

14 min6 d ago
Comments
Greening steel production and hydrogen’s potential

Energy Transition in the time of COVID-19

In this first Platts Future Energy podcast, representatives from Analytics, News and Pricing discuss the impact of COVID-19 on the Energy Transition, with a focus on: energy demand and carbon emissions, now and in the years ahead; recovery programs, whether supportive, regressive or ineffective; and finally, the technology pathways set to emerge strongest from the pandemic.

22 minOCT 27
Comments
Energy Transition in the time of COVID-19

Is nickel the world's most sought-after commodity?

With an annual traded value of around $35 billion, nickel would probably be categorized by most as a medium-sized commodity. For the past few decades it has really had quite a low profile, perhaps due to its mainly industrial use as an alloying agent in stainless steel production. But excitement and chatter has been building around nickel sulfate in particular, due to its critical role in battery chemistry. S&P Global Platts Pricing Director for APAC Metal Markets Julien Hall talks to Platts battery metals experts Joyce Zhang and Jianong Ong for an overview of nickel use in electric vehicle batteries, the main fundamental drivers in the market, and how the pricing behaves, to get a better sense of how hot the nickel market really is.

14 minOCT 19
Comments
Is nickel the world's most sought-after commodity?

The key to electric vehicle uptake: subsidies

Overall global EV sales have been weaker in 2020, mostly due to the COVID-19 pandemic hitting sales in Asia, although European sales are notably up year on year, with European governments employing a number of incentives and subsidies to encourage car buyers to switch over to EVs. In the latest Battery Metals Podcast, S&P Global Platts senior pricing specialists Emmanuel Latham and Jacqueline Holman discuss the subsidies and incentives in place for electric vehicles and their impact on sales and uptake.

13 minOCT 2
Comments
The key to electric vehicle uptake: subsidies

The LFP resurgence in electric vehicles

For some time, many lithium-ion industry participants believed LFP (lithium iron phosphate) would be progressively phased out from electric vehicles due to its intrinsic lower energy density compared with nickel-rich chemistries. However, technology improvements -- coupled with the current market dynamics in China -- have put LFP back in the story. Henrique Ribeiro and Emmanuel Latham discuss the implications of this trend to the battery metals space.

21 minAUG 14
Comments
The LFP resurgence in electric vehicles

A conversation with NanoGraf's Francis Wang

NanoGraf Technologies CEO Dr Francis Wang talks to S&P Global Platts senior pricing specialist Jacqueline Holman about the COVID-19 pandemic’s impact on China’s dominance in the battery metal supply chain, as well as the challenges and opportunities of the supply chain becoming more global.

18 minJUL 3
Comments
A conversation with NanoGraf's Francis Wang

Boost to EVs from China’s new policy at risk due to COVID-19

The battery metals industry has welcomed China’s two-year extension of subsidies for new energy vehicles, but the COVID-19 pandemic has prevented EV sales from picking up as expected. In this edition of S&P Global Platts’ monthly Battery Metals podcast, Jacqueline Holman and Henrique Ribeiro discuss how the new Chinese policy works and what can be expected for EV sales and battery metals going forward.

10 minJUN 4
Comments
Boost to EVs from China’s new policy at risk due to COVID-19

Cobalt in the time of Corona: refining, mining and pricing

S&P Global Platts Battery Metals podcast looks at how cobalt markets are faring during the current coronavirus pandemic. Emmanuel Latham is joined by Battery Metals editor Melvin Goh to discuss the impact of COVID-19 on Chinese cobalt sulfate refining, the developing situation in the DRC, anticipated market developments and what this all means for cobalt prices.

12 minMAY 5
Comments
Cobalt in the time of Corona: refining, mining and pricing

Lithium demand heads for 2020 decline as market feels effects of coronavirus

Joe Lowry of Global Lithium -- known as "Mr. Lithium" -- forecasts lithium demand to fall in 2020 compared with 2019, the first annual decrease in many years. Lowry examines the impacts of the coronavirus outbreak on the lithium market with Henrique Ribeiro of S&P Global Platts.

28 minMAR 28
Comments
Lithium demand heads for 2020 decline as market feels effects of coronavirus

China battery metals sector remains optimistic about 2020 demand despite weak Q1

In this episode of the S&P Global Platts Battery Metals podcast, Platts head of APAC Metals Insights Paul Bartholomew, analyst Lucy Tang, and associate editor Joyce Zhang discuss how the coronavirus outbreak is affecting China's automobile and new energy vehicle industry, and illustrate the details of the latest Platts survey on battery metals and lithium outlook.

9 minMAR 5
Comments
China battery metals sector remains optimistic about 2020 demand despite weak Q1

Latest Episodes

Greening steel production and hydrogen’s potential

The global steel sector accounts for roughly 7% of the world’s CO2 emissions. Blast furnaces, which process iron ore and coking coal, and produce most of the world’s steel, have a higher emissions intensity compared with mini-mills that melt ferrous scrap. Incorporating hydrogen and renewable power could help the sector lower its emissions profile as it looks for new ways to meet demand for greener steel. S&P Global Platts managing editor Andrew Moore speaks with Platts senior editor for steel raw materials and metals analysis Hector Forster and Platts Analytics’ lead hydrogen analyst Zane McDonald on how hydrogen may help transition the steel sector away from emissions-intensive blast furnaces and more toward direct reduction iron- and scrap-fed electric arc furnaces. The discussion covers global steel production trends, PCI coal substitution by hydrogen, power and hydrogen sources, carbon-based taxes on steel in Europe, and how demand for low emissions steel is already being seen in Europe.

14 min6 d ago
Comments
Greening steel production and hydrogen’s potential

Energy Transition in the time of COVID-19

In this first Platts Future Energy podcast, representatives from Analytics, News and Pricing discuss the impact of COVID-19 on the Energy Transition, with a focus on: energy demand and carbon emissions, now and in the years ahead; recovery programs, whether supportive, regressive or ineffective; and finally, the technology pathways set to emerge strongest from the pandemic.

22 minOCT 27
Comments
Energy Transition in the time of COVID-19

Is nickel the world's most sought-after commodity?

With an annual traded value of around $35 billion, nickel would probably be categorized by most as a medium-sized commodity. For the past few decades it has really had quite a low profile, perhaps due to its mainly industrial use as an alloying agent in stainless steel production. But excitement and chatter has been building around nickel sulfate in particular, due to its critical role in battery chemistry. S&P Global Platts Pricing Director for APAC Metal Markets Julien Hall talks to Platts battery metals experts Joyce Zhang and Jianong Ong for an overview of nickel use in electric vehicle batteries, the main fundamental drivers in the market, and how the pricing behaves, to get a better sense of how hot the nickel market really is.

14 minOCT 19
Comments
Is nickel the world's most sought-after commodity?

The key to electric vehicle uptake: subsidies

Overall global EV sales have been weaker in 2020, mostly due to the COVID-19 pandemic hitting sales in Asia, although European sales are notably up year on year, with European governments employing a number of incentives and subsidies to encourage car buyers to switch over to EVs. In the latest Battery Metals Podcast, S&P Global Platts senior pricing specialists Emmanuel Latham and Jacqueline Holman discuss the subsidies and incentives in place for electric vehicles and their impact on sales and uptake.

13 minOCT 2
Comments
The key to electric vehicle uptake: subsidies

The LFP resurgence in electric vehicles

For some time, many lithium-ion industry participants believed LFP (lithium iron phosphate) would be progressively phased out from electric vehicles due to its intrinsic lower energy density compared with nickel-rich chemistries. However, technology improvements -- coupled with the current market dynamics in China -- have put LFP back in the story. Henrique Ribeiro and Emmanuel Latham discuss the implications of this trend to the battery metals space.

21 minAUG 14
Comments
The LFP resurgence in electric vehicles

A conversation with NanoGraf's Francis Wang

NanoGraf Technologies CEO Dr Francis Wang talks to S&P Global Platts senior pricing specialist Jacqueline Holman about the COVID-19 pandemic’s impact on China’s dominance in the battery metal supply chain, as well as the challenges and opportunities of the supply chain becoming more global.

18 minJUL 3
Comments
A conversation with NanoGraf's Francis Wang

Boost to EVs from China’s new policy at risk due to COVID-19

The battery metals industry has welcomed China’s two-year extension of subsidies for new energy vehicles, but the COVID-19 pandemic has prevented EV sales from picking up as expected. In this edition of S&P Global Platts’ monthly Battery Metals podcast, Jacqueline Holman and Henrique Ribeiro discuss how the new Chinese policy works and what can be expected for EV sales and battery metals going forward.

10 minJUN 4
Comments
Boost to EVs from China’s new policy at risk due to COVID-19

Cobalt in the time of Corona: refining, mining and pricing

S&P Global Platts Battery Metals podcast looks at how cobalt markets are faring during the current coronavirus pandemic. Emmanuel Latham is joined by Battery Metals editor Melvin Goh to discuss the impact of COVID-19 on Chinese cobalt sulfate refining, the developing situation in the DRC, anticipated market developments and what this all means for cobalt prices.

12 minMAY 5
Comments
Cobalt in the time of Corona: refining, mining and pricing

Lithium demand heads for 2020 decline as market feels effects of coronavirus

Joe Lowry of Global Lithium -- known as "Mr. Lithium" -- forecasts lithium demand to fall in 2020 compared with 2019, the first annual decrease in many years. Lowry examines the impacts of the coronavirus outbreak on the lithium market with Henrique Ribeiro of S&P Global Platts.

28 minMAR 28
Comments
Lithium demand heads for 2020 decline as market feels effects of coronavirus

China battery metals sector remains optimistic about 2020 demand despite weak Q1

In this episode of the S&P Global Platts Battery Metals podcast, Platts head of APAC Metals Insights Paul Bartholomew, analyst Lucy Tang, and associate editor Joyce Zhang discuss how the coronavirus outbreak is affecting China's automobile and new energy vehicle industry, and illustrate the details of the latest Platts survey on battery metals and lithium outlook.

9 minMAR 5
Comments
China battery metals sector remains optimistic about 2020 demand despite weak Q1
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