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Tag Archives: Transport

California’s new clean car goal faces roadblocks, starting with election: Fuel for Thought

In California, greenhouse gas emissions produced by this year’s record-breaking wildfire season have climbed past the industrial, power and residential emissions categories and could even overtake transportation as the top polluter, according to estimates by S&P Global Platts Analytics. The scale and devastation of the California wildfires have also added urgency to the state government’s climate priorities, with the latest measure targeting that top emitter, cars. Governor...

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Insight Conversation: Sashi Mukundan, BP

Sashi Mukundan is president of BP India and senior vice president of BP Group. He spoke to Sambit Mohanty on how BP’s aspiration to transform itself into an integrated energy company will allow it to play a bigger role in India’s transition toward cleaner fuels like gas, hydrogen and renewables, while pursuing its retail fuel and gas production ambitions with its partner Reliance Industries. What are BP’s expansion plans in India? With its many investments in energy businesses, BP is...

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Deglobalization trend gains pace in lithium battery supply chain

The COVID-19 crisis has exacerbated concerns across the lithium-ion battery industry about China’s dominance of the supply chain. The pandemic has also highlighted the need for local supply chains, in order to improve sustainability and work towards net zero targets. Despite some momentum, however, the development of regional supply chains still faces challenges that go beyond simply raising equity. Although there has been controversy about Chinese dominance, other regions such as South...

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Oil demand may climb new peaks in post-coronavirus world: Fuel for Thought

While the coronavirus pandemic may have done permanent damage to oil consumption in the transport sector, strong growth in petrochemicals suggests peak oil demand could still be a couple of decades away. Changing demand patterns also raise big questions as to how refineries and producers adapt in the post-pandemic world before demand falls from its eventual summit. An accelerated shift to cleaner energy and electric vehicles, along with vehicle efficiency improvements, had already started to...

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Insight Conversation: Edgare Kerkwijk, Asia-Pacific Hydrogen Association

Edgare Kerkwijk spoke to S&P Global Platts Senior Editor Sambit Mohanty on how hydrogen is garnering attention among policy makers  and industry leaders in Asia as the  region prepares for energy transition. Kerkwijk is a member of the board of the Asia-Pacific Hydrogen Association, a regional industry platform that aims to promote the interests of the hydrogen sector. Its members include utilities, power project developers, equipment manufacturers, technical consultants and financial...

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In northern China’s hydrogen push, by-product output and renewables lead the way

China might lead the world in battery vehicles, but until recently it was a relative laggard in hydrogen. Now, it’s catching up. According to the China Hydrogen Alliance, a government-supported industry group that promotes the use of hydrogen, China built 38 new hydrogen refueling stations in 2019, meaning that by the end of the year China had a total of 66 hydrogen refueling facilities, 46 of which were operational. The government is targeting 300 HRS across the country by 2025. A range of...

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Insight Conversation: Ian Johnston, Engenie

Engenie is a London-based electric vehicle charging infrastructure company partnering with commercial landlords across the UK to grow the country’s public charging network. CEO Ian Johnston spoke to S&P Global Platts about the current landscape of EV public charging networks in the UK, the importance of making charging infrastructure customer friendly, and how EVs will support the transition to renewable energy. How much charging capacity has Engenie installed to date and how would you...

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From waste to fuel: the prospects for renewable natural gas in the US

While hydrogen initiatives have been grabbing headlines thanks to large-scale national plans and projects at corporate level, renewable natural gas (RNG) also deserves attention as an emerging tool for decarbonization. RNG comes from capturing biogas from areas like landfills and farms and then cleaning and upgrading that gas to remove excess carbon dioxide to then turn it into biomethane, which is more commonly referred to as RNG. This process is needed to bring the methane portion of biogas...

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Coronavirus could change travel behavior forever, putting 3 million b/d oil demand at risk

Global air, road and rail travel have been massively reduced as governments attempt to limit the spread of coronavirus, taking a heavy toll on short-term oil demand. Clearly, the mandated restrictions will lift when the pandemic eases and low oil prices will further aid in stimulating oil demand. However, it is possible that consumer behavior could be altered structurally, with impacts that persist even once the pandemic has ended. For oil demand, the two sectors most at risk from a...

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Hydrogen transport: moving molecules a core challenge for H2 market growth

Pure hydrogen (H2) is increasingly seen as a tool for decarbonization in a wide range of industries. But in order to break into the mainstream, the fuel will need reliable methods to transport it. While current demand for H2 is limited primarily to oil refining and chemical production – mainly ammonia and methanol – there is growing consensus that H2 could serve as a key decarbonization approach in an array of commercial, power generation, transport and industrial applications. Reliable,...

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