Energy Evolution Podcast Transcripts
S&P Global Commodity Insights · 367 episodes with transcripts
Interviews, analysis and reporting from S&P Global Energy on energy and commodities' transition to a cleaner future.
Spoken has transcripts of 367 Energy Evolution episodes, with the speakers named. The newest listed here is from October 20, 2026.
Every Energy Evolution transcript in one script
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Latest Energy Evolution transcripts
How much new gas capacity does the Texas grid need?
October 20, 2026
Dan Testa (0:01)
Hello, and welcome to Energy Evolution, the podcast where we talk through the progress and setbacks of the energy transition with top industry experts and executives.
I'm Dan Testa. This episode is gonna be a little different because we're gonna be sharing a recording of a live podcast episode that I hosted at the Gulf Coast Power Association's Fall Conference in Austin, Texas on September 29th. Now the GCPA's Fall Conference is a three-day event where the leaders, planners and…
Mason Lester (3:57)
Sure. Thanks, Dan. Yeah, what happened in ERCOT this summer is it is really remarkable, to say the least, you know, a success story or not, but it's pretty incredible. We saw three things basically happen and Dan just kind of noted two of them. Peak demand record over five gigawatts compared to what we had seen…
Very low power prices. We're talking monthly averages in the high 30s, mid 30s. So very low power prices. And maybe most importantly, no EEA events. So the grid was operating efficiently and successfully. We saw high margins. We talked about this earlier today in the conference. And so those three things are really…
- How much new gas capacity does the Texas grid need?
- AI's power boom tests Big Tech's net-zero promises
- AI-powered threats put Europe's power system on high alert
- AI demand is intensifying the race to build advanced nuclear reactors
- War and decarbonization: Rewriting the UK and Europe's refining future
- Balcony solar and EVs are giving consumers a greater role in grid flexibility
- Cybersecurity and clean energy: Inside the EU funding ban for solar and storage inverters
- Grid operator PJM juggles reforms as power auction results hit price cap again
- Discussing Democrats' midterm message on energy
- Moving beyond the grid bottleneck with smart technology
- The summer stress test: How heat waves are rewiring Europe's power markets
- The new economics of renewable energy: Why transmission trumps technology
- What California's launch of an extended day-ahead market means for the western US
- Cameco makes the case for large nuclear reactors
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