Fleet vehicle electrification could be big growth driver for US EVs

Fleet vehicle electrification could be big growth driver for US EVs

US plug-in electric vehicles accounted for 2.6% of total sales in December, tied with Nov. 2020 for a record high and year-to-date PEVs account for just shy of 2% of all light duty vehicles sold in the US, according to S&P Global Platts Analytics.

However, recent large orders for electric buses and other fleet vehicles suggest that sector could play a leading role in the proliferation of EVs in the US.

In this edition of the Platts Commodities Focus podcast, Jared Anderson, senior writer with S&P Global Platts speaks with John McClure, managing director at Nomura Greentech, about EV market growth, investment trends and how greater EV usage could impact US power markets.

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Mounting risks for global beef prices: what's driving market uncertainty?

Mounting risks for global beef prices: what's driving market uncertainty?

Global beef prices are rising, with multiple record highs recorded for beef from Australia and Brazil, as well as in the US lean trimmings import market during the first quarter. Although strong US de...

16 Apr 12min

India's solar market faces export hurdles, pivots to domestic power

India's solar market faces export hurdles, pivots to domestic power

The Indian solar market has grown considerably over the past decade as the country continues to invest in its module and cell manufacturing capacities. However, the recent imposition of additional dut...

15 Apr 12min

In the fast-growing Brazilian I-RECs market, what challenges and opportunities lie ahead?

In the fast-growing Brazilian I-RECs market, what challenges and opportunities lie ahead?

With one of the world's largest shares of renewables in its energy generation mix, Brazil offers opportunities for companies in the country seeking to reduce their emissions. In this episode, we discu...

6 Apr 25min

Unpacking the global poultry price flip: Why are chicken legs now pricier than breast meat?

Unpacking the global poultry price flip: Why are chicken legs now pricier than breast meat?

For the first time since Platts began tracking these markets, frozen boneless chicken legs shipped to North Asia are priced higher than skinless boneless breast meat destined for the Middle East. This...

24 Mars 11min

Decarbonizing India's industrial, power sectors: challenges and roadmaps

Decarbonizing India's industrial, power sectors: challenges and roadmaps

India's greenhouse gas emissions in the hard-to-abate and power sectors are expected to rise in the decades to come, necessitating an examination of strategies deployed for energy transition in these ...

18 Mars 32min

Asian MTBE arbitrage flows wrecked by Middle East conflict

Asian MTBE arbitrage flows wrecked by Middle East conflict

Asian flows of MTBE to arbitrage markets in Europe and Latin America have come to an abrupt halt after the start of the US-Iran war. Through early 2026, Chinese MTBE producers were able to overcome mu...

17 Mars 15min

US aluminum market digests tariff-induced volatility at Platts Symposium

US aluminum market digests tariff-induced volatility at Platts Symposium

In this episode of the Commodities Focus Podcast by S&P Global Energy, host Tina Allagh, lead specialist for nonferrous metals pricing, is joined by senior nonferrous price reporter Colleen Ferguson, ...

13 Feb 12min

How are global shrimp exporters navigating the US import tariffs?

How are global shrimp exporters navigating the US import tariffs?

The US import tariffs for shrimp are redefining cost structures and market access for major suppliers. As the American buyers restructure and rebalance their origin portfolio, major suppliers, India a...

24 Dec 202526min

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