The global energy transition was already facing headwinds even as trade tensions and geopolitical uncertainty escalated. Supply chain disruptions, elevated interest rates, and persistent inflation have created additional hurdles for renewable projects. But could rising resource nationalism paradoxically accelerate the transition by spurring countries to prioritize domestic renewable energy development?

In this episode, host Eklavya Gupte and Commodity Insights journalist James Burgess explore this complex dynamic with two guests who offer different perspectives.

• Dan Klein, head of future energy pathways at Commodity Insights, explains how nations are recalibrating their energy strategies to balance security concerns with decarbonization goals in an increasingly volatile geopolitical environment.
• Ben Hoff, Societe Generale’s global head of commodity research, argues that the momentum behind the energy transition is unstoppable, and that protectionist measures could nurture domestic renewables sectors despite short-term disruptions.

Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

In this episode of the Energy Evolution podcast we delve into the emerging field of carbon removal technologies and their role in the fight against climate change.

The discussion highlights various methods, including both technology-based solutions like direct ocean capture and nature-based approaches such as reforestation. Our guests on this week's episode are Jan-Willem Bode, President, Puro.earth, and Steve Oldham, CEO, Captura. Captura is a start-up company focused on capturing carbon dioxide directly from seawater. Puro.Earth is a carbon removal registry focused on removal credits. It created the Puro Standard, which is the world's first carbon standard for engineered carbon removals.

Host Eklavya Gupte asks Oldham and Bode about the economic viability and market dynamics of carbon removal credits and addressing skepticism surrounding their effectiveness and cost. The episode also explores the importance of transparency and quality in the carbon credit market, especially as demand grows from both tech companies and compliance markets.

Clean energy buyers are facing new challenges and opportunities in the face of a shift in US politics and rising demand for electricity to power energy-hungry data centers.

Rich Powell, CEO of the Clean Energy Buyers Association, joins Energy Evolution to talk about how his organization, representing over $15 trillion in market cap and contracts for 84 gigawatts of new clean energy, is tackling the complexities of changing energy policy, the potential repercussions of tax incentive changes, and the innovative technologies that could shape the future of our energy landscape. Powell also shares his insights on the relationship between economic growth and carbon emissions-free electricity and the importance of permitting reform.