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

CERAWeek anchored its 2026 theme around the title, "Convergence and Competition: Energy, Technology and Geopolitics," when the event hosted more than 12,000 participants in Houston this March. A palpable tension – unrelated to the energy event itself – also permeated this year's conference as travelers tried to time their departures for Houston's George Bush Intercontinental Airport with enough cushion to account for multi-hour TSA wait times.

CERAWeek Executive Director Naki Mendoza joins hosts Hill Vaden and Sam Humphreys to discuss some of the biggest takeaways from CERAWeek 2026.

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

Co-founder and CEO of Crux, Alfred Johnson, returns to EnergyCents and hosts Hill Vaden and Sam Humphreys to catch up on what has been happening in the US tax credit space since the introduction of the One Big Beautiful Bill Act at the end of 2025. The discuss the uncertanties companies have faced at the end of 2025 and how things are moving forward into 2026.

Find out more about Crux at: https://www.cruxclimate.com

Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en