In this episode of Energy Evolution, we explore how heat waves are driving fundamental shifts in European power demand patterns and stress-testing the region's energy infrastructure.

Host Eklavya Gupte speaks with Glenn Rickson, head of short-term European power analysis at S&P Global Commodity Insights, who breaks down the supply and demand pressures that are emerging from warmer temperatures.

Correspondent Camilla Naschert interviews Brian Motherway, head of the office of energy efficiency and inclusive transitions at the International Energy Agency, on Europe's growing appetite for air conditioning and its impact on EU climate and energy efficiency goals.

Energy Evolution has merged with Platts Future Energy, and episodes are now regularly published on Tuesdays.

Links:
EEX France Fin Baseload power AAOAM00
Platts UK GTMA Baseload power FUKXY01
Western Europe endures record June heat stress: EU's climate monitor (subscriber content)

Nuclear fusion still has a long road ahead before commercial viability, but optimism — and funding — is on the rise.
Surging interest in the technology has recently seen $7.1 billion raised across 50 global fusion startups.

Research timelines appear to be accelerating, Steve Piper, director of energy research at S&P Global Commodity Insights, said on the podcast.

Big Tech is well represented in the investor base due to growing energy demand from datacenters.

Francesco Sciortino, CEO of fusion startup Proxima Fusion, said investors are looking to secure a stake in the market now. "Fusion is not something to tiptoe into," he said on the podcast.

In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself.

They look at ammonia's pivotal role as both a key ingredient in nitrogen fertilizer production and a potential game-changer for clean energy storage and transport.

Hoisch also discusses how the emerging low-carbon ammonia market could nearly double demand for ammonia by 2050, positioning itself as a viable next-generation fuel.

Links:
Ammonia CFR Northwest Europe $/mt AMMOC00
Ammonia CFR West Coast India ACWCI00
Granular urea FOB Algeria GLUAD00
Ammonia FOB US Gulf AFUSG00