While 2025's energy headlines have focused on trade wars and geopolitical turmoil, the market for International Renewable Energy Certificates (I-RECs) has seen a dramatic surge in demand, signaling a fundamental shift in corporate sustainability strategies.

In this episode, host Eklavya Gupte sits down with Victoria Morini, global I-RECs lead at S&P Global, and Fatemeh Zahedi, senior price reporter, to discuss some of the big trends behind the recent expansion of this voluntary market.

The conversation also explores seasonal price dynamics, the growing appetite in emerging economies, and how supply chain issues and 24/7 carbon-free energy matching could define the future of clean energy procurement.

Links:

I-REC Turkey Wind Current Year ATKYE00
I-REC Brazil Hydro Current Year ACERH00

Winter is coming, and Europe's gas market is bracing for impact. In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior gas and LNG news reporter, and Roudy Dirani, managing editor for European natural gas pricing, to explore what could be a volatile few months as Europe faces its first winter without pipeline Russian gas supplies.

With EU storage levels slightly below recent historical averages, the discussion examines key factors driving supply-demand fundamentals, including geopolitical tensions, new LNG capacity additions, and evolving trade relationships.

Links:

Dutch TTF Eur/MWh Month Ahead GTFTM01
Dutch TTF Eur/MWh Day Ahead GTFTX00
LNG Japan/Korea DES Spot Cargo AAOVQ00
INFOGRAPHIC: LNG and gas markets navigate a world in transition

In this week's episode of Energy Evolution, hosts Taylor Kuykendall and Eklavya Gupte discuss a new series of articles from the S&P Global Commodity Insights newsroom examining how some of the world's largest companies are faring on their path to net-zero greenhouse gas emissions.

The hosts interview Commodity Insights senior news reporters Karin Rives and Alex Blackburne about how US and European utilities are adapting their net-zero strategies amid evolving political and economic realities.

Rives sheds light on how some US utilities are increasingly backtracking on their green pledges and adjusting their messaging to align with the Trump administration's "American energy dominance" agenda.

Meanwhile, Blackburne discusses how European utilities are maintaining their emissions targets even as they scale back investment plans due to macroeconomic headwinds.