Energy Transition in the time of COVID-19

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Energy Transition in the time of COVID-19

FromPlatts Future Energy

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Length:

22 minutes

Released:

Oct 27, 2020

Format:

Podcast episode

Description

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.

Released:

Oct 27, 2020

Format:

Podcast episode

Titles in the series (95)

S&P Global Commodity Insights shares market insights on energy transition, tomorrow’s fuels and energy sources, and the implications for commodity markets, from oil to power to metals.

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Battery metals move to the front, oil still driving sentiment: Battery metals, the electric vehicle revolution and protectionism versus free trade dominated discussions at this year's FT Commodities Global Summit in Lausanne, Switzerland. But like any gathering of the commodities industry's biggest players, oil prici by Platts Future Energy
13 min listen
Will there be enough nickel to support the EV hype?: Battery technology appears to be driving towards the 8:1:1 nickel-cobalt-manganese format from the currently used 6:2:2 version, but with nickel prices a third of what they were at the beginning of the decade, investment into nickel projects has been limi by Platts Future Energy
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Battery metals still on the up: technology may be game-changer: Battery metals markets continue bullish, recent industry events have shown, but with concerns in both the lithium and cobalt camps. In the first of S&P Global Platts’ monthly podcasts on battery metals, Marcel Goldenberg, markets and methodology develop by Platts Future Energy
7 min listen
Interview with Formula E Team Principal Mark Preston: In this month’s Battery Metals podcast, regional manager Marcel Goldenberg talks to Mark Preston, Team Principal of the Techeetah Formula E racing team, about battery technology and innovation in the world of electric vehicle racing and its possible app by Platts Future Energy
22 min listen
The state of cobalt supply and the potential impact on battery metal raw materials: S&P Global Platts Market and Methodology Specialist Marcel Goldenberg and battery metals pricing specialist Emmanuel Latham examine recent developments in the global cobalt supply and the potential ramifications on battery feedstocks as we head into 2019. by Platts Future Energy
8 min listen
Electric vehicle chargers: CHAdeMO, CCS, TESLA and GB/T: S&P Global Platts Battery Metals podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. Platts looks at chargers for electric vehicles and the East vs West bat by Platts Future Energy
12 min listen
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... by Platts Future Energy
15 min listen
Stationary storage market today and expectations for the future: Stationary storage takes the stage in the November edition of S&P Global Platts Battery Metals podcast. Senior pricing specialist Emmanuel Latham is joined by Felix Maire, lead analyst on US and European Power Storage markets at Platts Analytics, to discu by Platts Future Energy
14 min listen
Battery 'Gigafactories' and their impact on battery metals raw materials: S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks at Gigafactories and why Europe seems to by Platts Future Energy
8 min listen
What's in store for China's new energy vehicles?: China plays a crucial role in the global electric vehicles industry. It consumes more than half of the world's battery raw materials. In this podcast, editor Joyce Zhang and analyst Lucy Tang take a look at the rapid growth of new energy vehicles in China by Platts Future Energy
10 min listen
The battle between spodumene and brine – lithium mining: S&P Global Platts Battery Metals Podcast series continues, tracking the most-followed topics in the market. In this edition, Platts looks into lithium and how mining techniques differ for one of the lightest metals in the world. The podcast sheds light on by Platts Future Energy
6 min listen
Rising nickel prices, Indonesia's planned export ban on unprocessed ore, pose global challenges: Nickel prices have been strong since mid-July, aided by Indonesia's plan to move forward on its ban of unprocessed ore exports beginning in 2020, as well as global supply issues. Three-month nickel prices reached a year-to-date high in September. S&P Glo by Platts Future Energy
11 min listen
Chinese EV subsidies squeeze lithium carbonate prices: S&P Global Platts Battery Metals Podcast series continues, tracking one of the most-followed topics in the market and how this has impacted lithium carbonate prices over recent weeks. In this edition, Platts looks into the implementation of the 2018 Chine by Platts Future Energy
4 min listen
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... by Platts Future Energy
19 min listen
What's in store for Nickel over 2020?: The S&P Global Platts Battery Metals podcast kicks off 2020 with a deep dive into nickel. Platts Editor Henrique Ribeiro is joined by Jason Sappor, nickel analyst at S&P Global Market Intelligence, to discuss his expectations for the nickel... by Platts Future Energy
12 min listen
The battery of the future: Seeking higher energy density: Lithium-ion battery manufacturers are in a quest to develop new, more efficient cathodes -- such as NCM 811—featuring higher energy density which allows electric vehicles to drive for longer distances. In addition to the cathode, there are several othe by Platts Future Energy
12 min listen
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... by Platts Future Energy
11 min listen
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... by Platts Future Energy
14 min listen
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... by Platts Future Energy
21 min listen
Lithium producers seek direction amid changing scenarios: Despite the consensus on lithium demand spiking in about five years from now, the current outlook is challenging producers in many different ways. The bearish price trend triggered different strategies among some of the major worldwide producers, but whic by Platts Future Energy
15 min listen
Developments in battery metal raw materials; nickel and cobalt supply outlooks: S&P Global Platts global market and methodology specialist Marcel Goldenberg, battery metals pricing specialist Emmanuel Latham and news journalist focusing on battery metals Ben Kilbey discuss developments and outlooks on nickel and cobalt supply. High a by Platts Future Energy
11 min listen
Greening steel production and hydrogen’s potential: The global steel sector accounts for roughly 7% of the world’s . 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.... by Platts Future Energy
15 min listen
What does H2 hold for Chinese battery metals prices?: S&P Global Platts Battery Metals Podcast brings its focus back to China, the world's largest producer of new energy vehicles and the largest consumer of battery raw materials. In this episode, Platts commodity associate Melvin Goh and metals associate edi by Platts Future Energy
6 min listen
Mechanical vs chemical recycling for plastics: competing or complementing to drive sustainable growth?: Recycled plastics has become a hot topic recently with soaring demand driven by legislation, corporate commitments and increasing consumer awareness across the globe. There are raising questions on how the current recycling mechanisms could cope with... by Platts Future Energy
25 min listen
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... by Platts Future Energy
29 min listen
How electric vehicles and battery metals survived the pandemic: The COVID-19 pandemic hit many industries hard in 2020, including automotives. Electric vehicles’ sales, however, grew substantially from 2019 -- and the trend should continue in 2021, supporting the demand for battery metals such as lithium and... by Platts Future Energy
23 min listen
The future of cobalt in Electric Vehicles - with Robin Tisserand, SCB Group: Cobalt is a pivotal that underpin electric vehicles. Recent long-term supply commitments signed by battery makers suggest that cobalt is set to remain a crucial component for many years, as such understanding the market and pricing of this metal is... by Platts Future Energy
17 min listen
Evolving electric vehicle trends cause lithium prices to diverge and defy expectations: Evolving choices around composition have altered price dynamics in the lithium market, with the two main forms, hydroxide and carbonate, now moving independently to each other, reflecting different use cases and trading patterns. LFP was considered... by Platts Future Energy
27 min listen
UK’s first gigaplant readies for construction as EV demand rises: Ground is due to be broken on the UK’s first battery gigaplant, built by , in summer 2021, with the plant due to start producing batteries at scale by the end of 2023. The gigaplant is an important step in shortening the UK’s battery supply chain... by Platts Future Energy
24 min listen
Biden administration: a new dawn for battery metals in the US?: During the Trump years, the US issued an Executive Order to ensure the local development of critical minerals, but no material production was established after that. During his campaign, president Joe Biden stressed the importance of promoting clean... by Platts Future Energy
33 min listen

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Energy Transition in the time of COVID-19

Energy Transition in the time of COVID-19

Description

Titles in the series (95)

More Episodes from Platts Future Energy

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