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IHS Markit is now part of S&P Global- Hear exclusive energy insights & analysis. Engage with our experts as we explore the complex environment that shapes global energy markets. Follow our two podcast series- Upstream in Perspective, which focuses on trends within the upstream industry- and EnergyCents, which features our experts discussing the intersection of the financial and energy industries.All rights reserved 451569 Economie
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  • Talking behind-the-meter power generation with Bloom Energy (Ep. 234)
    Mar 5 2026

    Bloom Energy manufactures solid oxide fuel cell (SOFC) systems for on-site power generation projects and has been a major beneficiary of the US boom in data center development. Bloom's modular fuel cells produce power without combustion using pipeline-quality natural gas and offer developers the promise of being hydrogen-ready as that market develops.

    Bloom Energy Chief Commercial Officer Aman Joshi joins hosts Hill Vaden and Sam Humphreys to discuss how Bloom is navigating the boom in behind-the-meter power projects and why natural gas fuel cells may offer data center developers a compelling alternative to traditional gas-fired generation infrastructure.

    Learn more about Bloom Energy at: https://www.bloomenergy.com/

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

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    39 min
  • Strange brew: Canadian oil sands position for growth (Ep. 233)
    Feb 26 2026

    The Canadian oil sands are making more than 3.5 million barrels per day and would be the major contributor to the Albertan government realizing its ambition of doubling provincial oil and gas production by 2035.

    S&P Global Energy Expert Kevin Birn joins hosts Hill Vaden and Sam Humphreys to discuss the current opportunity for Canadian oil sands as global oil demand outlooks are revised upward, US shale-sector inventory declines with each new well drilled, and Western policymakers prioritize energy security.

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

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    36 min
  • Check please: European importers await CBAM bill as transitional phase ends (Ep. 232)
    Feb 19 2026

    Europe moved its Carbon Border Adjustment Mechanism (CBAM) into its definitive phase in January 2026 after two years of emissions-data collection. The definitive phase now requires importers to begin paying for the carbon embedded into a select basket of goods – Iron and Steel, Aluminum, Cement, Fertilizers, Electricity, Hydrogen – when they are produced outside the reach of the EU's Emissions Trading System.

    S&P Global Energy Expert Max Mucenic joins hosts Hill Vaden and Sam Humphreys to discuss the financial liabilities accruing under this new phase of CBAM and consider potential impacts to the EU economy and its trade partners as payments come due.

    Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

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    34 min
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