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.

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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.

In this episode of the Energy Evolution podcast, Eklavya Gupte speaks with co-host Taylor Kuykendall, a senior metals and mining reporter at S&P Global Commodity Insights, about the current state of the US coal industry. Although the sector has experienced a significant decline in its share of electricity generation over the past several decades, recent data indicate a resurgence in production compared to last year.

This uptick in coal production coincides with the Trump administration's rollout of several policies and initiatives that favor the coal industry, igniting optimism among coal miners regarding the potential to meet rising electricity demand. However, Taylor cautions that the industry faces several challenges under the current administration, including ongoing trade tensions with key partners. He also highlights long-term forecasts indicating that while coal may see short-term gains, demand could contract again in the coming years due to competitive natural gas prices and the continued expansion of renewable energy sources.

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