EnergyCents

Hosted by S&P Global Energy

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294

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Jun 2026

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About the show

IHS Markit is now part of S&P Global. Hear exclusive energy insights and analysis, and engage with our experts as we explore the complex environment that shapes global energy markets. Follow EnergyCents, featuring our experts discussing the intersection of the financial and energy industries.

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60 recent

June 11, 202628 min

Talking energy-as-a-service with Budderfly (Ep. 248)

Budderfly is an energy-as-a-service company that assumes responsibility for its commercial customers' utility bills and installs energy-efficiency equipment on their behalf. A portion of the monthly savings from its customers' reduced energy consumption then becomes a revenue stream for Budderfly. Budderfly CEO Al Subbloie joins hosts Hill Vaden and Sam Humphreys to describe Budderfly's energy-as-a-service business model and how its solving energy waste with simplicity and scale. Learn more about Budderfly at: Budderfly | Energy Efficiency Company & Management Services Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

June 4, 202629 min

Talking trash: Neogenyx Fuels and the opportunity to scale landfill RNG (Ep. 247)

Neogenyx Fuels launched in May 2026 as a 70/30 joint-venture project between Ameresco and HASI. The spin-off company is built with Ameresco's legacy biofuels business and a $400 million capital commitment from HASI. Neogenyx CEO Mike Bakas joins hosts Hill Vaden and Sam Humphreys to discuss the evolution of Ameresco's RNG business and how its partnership with HASI will help scale increased production of green molecules. Learn more about Neogenyx Fuels at: https://neogenyxfuels.com Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

May 28, 202635 min

Hot n' Cold: Talking efficiency with International District Energy Association (Ep. 246)

District energy uses a centralized network of underground pipes to transport produced steam and hot or chilled water to heat or cool end-use buildings. The model is most commonly found in densely populated and connected environments, such as college campuses, medical centers, or centrally planned residential communities. International District Energy Association CEO Rob Thornton joins hosts Hill Vaden and Sam Humphreys to discuss the various applications of district energy and why it should be considered an important contributor to meeting decarbonization and grid-resilience goals. Learn more about International District Energy Association at: https://www.districtenergy.org/about/about-idea Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

May 21, 202630 min

Don't call it a comeback: Nuclear's been here for years (Ep. 245)

A nuclear renaissance in the US stalled 20 years ago when gas-fired generation won market share and power demand flattened. This time, many believe, is different. S&P Global Energy expert Bill Freebairn joins hosts Hill Vaden and Sam Humphreys to put America's history with nuclear power into perspective and highlight some of the signposts to watch as the current revival gathers steam. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

May 14, 202629 min

Charif Souki on the Future of LNG: Glut Myths, Infrastructure, and Global Demand (Ep. 244)

This week on EnergyCents, Hill Vaden and Sam Humphreys speak with LNG pioneer Charif Souki about the extraordinary rise of the US from LNG importer to global export leader — and what that means for markets, infrastructure, and energy security. Souki pushes back on fears of an LNG glut, warns that the Permian gas bottleneck is becoming economically unsustainable, and argues that AI-driven power demand is forcing a fundamental rethink of how quickly the industry can build. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

May 7, 202621 min

Talking emissions accounting with Carbon Measures (Ep. 243)

Carbon Measures represents a coalition of businesses working to reduce emissions by establishing a more accurate carbon accounting framework. Carbon Measures CEO Amy Brachio joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to discuss how applying financial accounting principles to emissions measurement can help align performance standards and help businesses differentiate their products. Learn more about Carbon Measures at: https://www.carbonmeasures.org/ Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

April 30, 202614 min

Applying AI agents to industrial operations with UptimeAI (Ep. 242)

San Francisco-based UptimeAI develops agentic software that can diagnose root causes of problems discovered in the industrial processes of energy, chemicals, manufacturing and utilities sectors. The solution-seeking software then recommends corrective actions and uses continuous learnings to adapt over time. Uptime AI CEO Jagadish Gattu joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to discuss how venture-backed UptimeAI can expand its clients' profit margins by applying its agentic software and why the company is working toward an eventual IPO. Learn more about UptimeAI at: https://www.uptimeai.com/about/ Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

April 23, 202619 min

Talking policy with the US Department of Energy (Ep. 241)

Energy policy has been a major focus of American politics for decades as government planners try to balance often competing priorities around affordability, availability, and climate. Dr. Ashley Nunes, Director of the Office of Policy at the U.S. Department of Energy, joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to share his perspectives from a little more than a year guiding policy with Secretary of Energy Chris Wright. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

April 16, 202624 min

Don't stop believing: ReconAfrica's Namibia Journey

Namibia has been in the headlines for its giant offshore discoveries, which have opened up a wealth of opportunities in the region. But in 2025, ReconAfrica made the country's first onshore discovery, persevering with an exploration campaign that proves that if you trust in the geology, you might just find what you're looking for. ReconAfrica CEO Brian Reinsborough joins hosts Hill Vaden and Sam Humphreys live at CERAWeek 2026 to discuss the company's upcoming production tests and future opportunities in Namibia and Angola. Learn more about ReconAfrica at: https://www.reconafrica.com Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

April 9, 202627 min

Critical Minerals, Critical Moment: Metals in the Spotlight at CERAWeek (Ep. 239)

In the second installment of the CERAWeek x EnergyCents specials, the focus is on critical metals and the impact the world's geopolitical situation is having on the supply and demand cycle. Joining hosts Hill Vaden and Sam Humphreys live in Houston is a friend of the podcast, Nick Trickett, S&P Global Energy Capital Insights expert, who shares his take on the global metals market and what to look for in the coming months. Learn more about CERAWeek at: https://www.ceraweek.com/en Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en