CERAWeek Podcast with Atul Arya

Recorded live at CERAWeek 2026, this episode features David Rabley, Global Energy Strategy Lead at Accenture, in conversation with Atul on how energy companies are moving AI from experimentation to real business value. From reprocessing legacy data to optimizing operations across the energy value chain, AI is becoming embedded in core workflows. Yet only a small share of companies are seeing meaningful results—highlighting the gap between deploying tools and transforming how the business operates. Key topics: AI across the energy value chain—from legacy data to operations Why only ~10% of companies are seeing real AI performance AI as a business strategy, not an IT initiative The 70/30 shift: investing more in people and change than technology From efficiency gains to new sources of growth This episode, recorded live at CERAWeek 2026, highlights how energy companies are moving beyond AI pilots toward enterprise-wide transformation—an increasingly central theme in the convergence of energy, technology and business strategy.

The energy transition is increasingly becoming an energy expansion, as electrification, industrial growth and AI-driven demand accelerate the need for reliable electricity. In this episode, Morten Wierod, CEO and President of ABB, joins Atul to discuss how rising power demand is reshaping priorities for grids, infrastructure and industrial systems worldwide. The conversation highlights why grid resilience is emerging as a national security issue, illustrated by the 2025 blackout in Spain and Portugal that left 65 million people without power. As electricity becomes more central to economic activity, reliable grids are now critical infrastructure priorities. Key topics: The shift from energy transition to energy expansion as electricity demand accelerates Grid resilience as a national security priority in an increasingly electrified world Energy efficiency as a hidden hero, with potential savings exceeding 10% of global electricity consumption Electrification, AI-driven demand and automation reshaping industrial energy systems

Energy demand continues to grow, but the defining feature of today's energy system is volatility. In this episode, Nick Studer, Incoming Chief Executive Officer of Marsh Risk, President and Chief Executive Office of Olivier Wyman, joins Atul alongside Mark Pellerin, Global Head of Energy & Natural Resources at Oliver Wyman, to discuss how rising uncertainty is reshaping decision-making across the energy sector—and why risk management and insurability are increasingly shaping which energy projects get financed and built. Key topics: Risk management shifting from operational issue to board-level priority The surge in power demand from data centers and implications for infrastructure investment Bankability and insurability shaping the pace of new energy technologies A "commercially smart" energy transition where profitability and sustainability must coexist Climate adaptation and resilience as growing balance-sheet considerations This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine how risk, resilience and capital allocation are shaping the next phase of the global energy system. Learn more at ceraweek.com

Low-carbon fuels could work in today's engines, pipelines and refineries—without rebuilding the entire energy system. Meg Gentle, Executive Director of the Board at HIF Global, joins Atul Arya to discuss how e-fuels—synthetic hydrocarbons made from renewable electricity, water and recycled CO₂—could help decarbonize sectors where electrification is difficult. The conversation explores how "drop-in" fuels can leverage existing infrastructure, why aviation and shipping are key early markets, and what it will take to scale global production—from certification systems to partnerships across the fuel value chain. Key topics: Producing gasoline from renewable electricity, water and recycled CO₂ Drop-in fuels that work with today's vehicles and fuel infrastructure Scaling e-fuel production and reducing costs through larger facilities Sustainable aviation fuel as a key pathway for aviation decarbonization Direct air capture as a future CO₂ source for synthetic fuels Global carbon accounting and certification systems to enable trade This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine how molecules and electrons together will shape the next phase of the energy transition. Learn more at ceraweek.com

Steel accounts for 9% of global greenhouse gas emissions—making it one of the most challenging sectors to decarbonize. José Fonrouge, Global Environmental Director at Ternium, joins Atul to discuss the realities of reducing emissions in a two-billion-ton industry. The conversation examines structural constraints—from coal dependence and infrastructure gaps to global market dynamics—while outlining pragmatic pathways grounded in recycling, energy efficiency and hydrogen innovation. Key topics: The global scale of steel production and its emissions footprint The current state and growing potential of steel recycling Carbon capture and emissions reductions targets for steel "Turquoise hydrogen" as a potential low-carbon pathway Incentives, trade dynamics and global "green steel" standards This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine hard-to-abate sectors, industrial competitiveness and the energy transition. Learn more at ceraweek.com

Green hydrogen is entering a more disciplined phase—where project viability and secured offtake matter more than headline announcements. In this episode, Kim Hedegaard, CEO of Power-to-X at Topsoe, joins Atul to discuss what it will take to scale clean fuels on commercially sound foundations. The conversation examines how the sector is shifting toward industrial maturity—where access to competitive power, risk mitigation and capital discipline determine which projects move forward. High-temperature electrolysis, offering between 20-30% greater efficiency, compared to other electrolyzer technologies illustrates how technology can improve economics—but bankability will ultimately define the pace of deployment. Key topics: Moving from hydrogen hype to commercial discipline Offtake, risk allocation and project bankability Efficiency gains in high-temperature electrolysis Scaling manufacturing to reduce costs Policy and regulatory drivers shaping demand This episode builds ahead to CERAWeek 2026, March 23–27, where leaders will examine how technology, capital and policy must align to scale the next phase of the energy transition. Learn more at ceraweek.com

Microsoft has matched 100% of its annual global electricity consumption with renewable energy—contracting 40 gigawatts across 26 countries. Hanna Grene, Global Go-to-Market and Innovation Leader for Microsoft's Global Energy & Resources Industry, joins Atul to discuss what this milestone signals for the energy sector as AI demand accelerates. The conversation explores how AI is driving performance in the power sector, reshaping grid operations, infrastructure development and business processes—highlighting why energy systems are becoming foundational to digital growth and competitiveness. Key topics: Microsoft's 40-gigawatt renewable procurement milestone AI as a strategic input for energy systems and economic growth AI-driven grid efficiency, reliability and interconnection timelines Generative AI for permitting and project acceleration Community-first AI infrastructure and system impacts Scaling AI across operations, workforce and customer engagement This episode builds up to CERAWeek 2026, where leaders will examine how AI, electricity demand and infrastructure modernization are reshaping the energy system. Learn more at ceraweek.com

Heavy-duty gas turbine demand in the Americas has grown more than six-fold in five years, a clear signal that the power sector is racing to deliver new generation capacity. Bill Newsom, President and CEO of Mitsubishi Power Americas, joins Atul Arya to discuss what it takes to build power at speed as electricity demand accelerates. The conversation focuses on execution – how manufacturers, utilities and technology partners are scaling equipment supply, project delivery and infrastructure to meet rising demand while advancing decarbonization. Key topics: Surging turbine demand and its signal for power markets Competition for manufacturing capacity and longer equipment lead times Standardized plant designs and partnerships to accelerate delivery Faster permitting and policy shifts enabling new infrastructure Carbon capture and hydrogen pathways supporting lower-carbon power This episode builds up to CERAWeek 2026, March 23–27, Houston, where leaders will examine how the energy industry is scaling generation capacity, accelerating project delivery, and deploying infrastructure to meet rising electricity demand. Learn more at ceraweek.com

Rising global energy demand, security of supply and long-term investment decisions are shaping the future of the energy system. In this episode, Ashraf Al Ghazzawi, Executive Vice President for Strategy and Corporate Development at Saudi Aramco, joins Atul Arya to discuss these dynamics and their impact on energy markets. Key topics include: Global demand growth and regional energy disparities Investments in supply needed to keep pace with resource depletion rates Energy security through diversity of suppliers AI's impact on operational efficiencies Disciplined approaches to lower-carbon investments This episode builds up to CERAWeek 2026, where leaders will examine the intersection of energy security, technology deployment and long-term system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com.

Rising electricity demand from AI, data centers, and electrification is reversing decades of flat load growth and reshaping power markets. In this episode, Lawrence Coben, Chair & CEO of NRG Energy, joins Atul to discuss how energy providers are responding to a new era of accelerating demand, tightening capacity and growing infrastructure needs. The conversation examines how utilities, technology companies and large energy users are adapting—highlighting the growing importance of investment, partnerships and policy frameworks to ensure reliable and affordable power. Key topics include: The return of large-scale electricity demand growth after decades of stagnation Implications for industry, large energy users, and residential customers Expanding generation capacity, modernizing the grid, and virtual power plant solutions Collaboration across utilities, hyperscalers, and technology partners Policy and permitting reform as critical enablers of new energy infrastructure This episode builds up to CERAWeek 2026, where leaders will examine the convergence of demand growth, infrastructure investment and system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com

Cloud and AI providers are no longer passive consumers of energy—they are shaping how and where new capacity gets built. In this episode, Atul Arya speaks with Uwem Ukpong, Vice President for Industries at Amazon Web Services (AWS), on how this shift is changing the energy landscape. The conversation explores how Amazon is scaling its global data center footprint while driving efficiency, investing in carbon-free energy, and working directly with utilities to support grid reliability. A recurring theme in the discussion is that decisions around compute and power are becoming increasingly interconnected, raising the importance of collaboration between data center operators and the energy industry. The discussion covers: AI-driven demand and its implications for power planning How cloud service providers engage with utilities and grid operators How energy, technology and public policies are coordinated - and where tensions emerge Energy efficiency gains, performance per watt improvements and impacts on the grid Energy security, sovereignty and system resilience This conversation builds up to CERAWeek 2026, highlighting the convergence of energy, technology, and policy—and why cross-sector dialogue is becoming essential as digital and physical infrastructure scale together. Join us March 23-27 in Houston, Texas. Learn more at ceraweek.com.

In this episode, Atul speaks with Professor Jun Arima, Chief Sustainability Officer at the Japan Organization for Metals and Energy Security (JOGMEC), on how Japan is recalibrating its energy strategy—placing energy security alongside decarbonization—and what this shift means for Asia and the global energy transition. The conversation explores Japan's evolving approach to nuclear power, renewables and system reliability amid rising power demand driven by AI, digitalization and industrial growth. It also examines JOGMEC's role in enabling technology deployment and investment across Asia, where emissions growth and energy security challenges will shape global climate targets. Key themes include: Japan's latest Strategic Energy Plan and the renewed role of nuclear power Balancing energy security, affordability, decarbonization, and public trust Mobilizing private capital through risk-sharing and bankable projects Technology pathways across hydrogen, ammonia, CCUS, and renewables Critical minerals and the geopolitical risks shaping the energy transition The episode previews the perspective JOGMEC brings to CERAWeek 2026—focused on security, partnership, and execution across a rapidly changing global energy system. Learn more at ceraweek.com

In this episode of the CERAWeek Podcast with Atul Arya, Atul is joined by MIT faculty leaders Professor John R. Williams and Dr. Abel Sanchez to examine the impact of generative AI for senior leaders across the energy value chain. As AI transforms electricity demand while reshaping operations, risk management and competitiveness, the conversation previews a new two-day executive education program launching at CERAWeek 2026: "Generative AI for Energy Executives: Intelligence per Watt." Key topics include: AI's dual role as a major new source of power demand and catalyst for efficiency and resilience How AI is reshaping operating models, infrastructure planning and competitive business advantages The management, governance and cultural challenges of deploying AI at scale Emerging risks around data, reliability and autonomous systems Why energy leaders can no longer afford a wait-and-see approach to adopting generative AI This episode frames the strategic questions energy executives must confront as AI, power systems and geopolitics increasingly converge—setting the stage for the leadership conversations at CERAWeek 2026.

In this episode of the CERAWeek Podcast with Atul Arya, Atul sits down with Varun Sivaram, Founder and CEO of Emerald AI, to examine how the rapid expansion of AI data centers is transforming electricity demand, infrastructure planning and global competition. AI's future hinges on chips innovation, but also on the availability and supply of power. Flexibility, not just efficiency, will determine whether AI can scale without straining power grids or driving up energy costs. The discussion explores: Surging electricity demand from AI data centers and what it means for the U.S. power system The growing competition between the U.S. and China, driven by access to power and technology How flexibility can ease grid constraints and accelerate data center deployment Collaborative models between utilities, hyperscalers, regulators and technology providers is becoming essential As energy, technology, and geopolitics increasingly converge, these questions will be central to the dialogue at CERAWeek 2026, where leaders will come together to address the future of AI, energy security, and infrastructure. Join us March 23-27, 2026 in Houston, TX. Learn more at ceraweek.com

In the final installment of this two-part series of the CERAWeek Podcast with Atul Arya, guest host Naki Mendoza is joined by Carlos Pascual and Roger Diwan to examine the dynamics shaping the agenda for CERAWeek 2026—and the growing convergence and competition between energy, technology and geopolitics. Key topics: A shifting geopolitical order and the impact of great-power rivalry Competition for capital, driven by AI and rising power demand The strategic role of critical minerals in energy and technology supply chains China's technological positioning and global influence Infrastructure, permitting and policy challenges shaping investment decisions These dynamics sit at the heart of CERAWeek 2026, where global leaders will come together to address energy security, technological transformation, and geopolitical risk. Tune in to the full episode—and join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com

In this special episode of the CERAWeek Podcast with Atul Arya, Daniel Yergin and Atul Arya join guest host Naki Mendoza to reveal the thinking behind the CERAWeek 2026 theme: "Convergence and Competition: Energy, Technology, and Geopolitics." They explore how accelerating linkages between energy and technology—and the geopolitical tensions surrounding them—are reshaping strategy, investment, and global supply chains. Key forces include: AI, forging unprecedented linkages between the energy and technology industries Regional markets integrating into global systems Growing strategic importance of metals and minerals Geopolitical rivalries fracturing long-standing supply chains Economic nationalism and trade barriers complicating corporate choices New energy sources and technologies competing to power an electrifying world These dynamics sit at the core of the 2026 theme and will frame the dialogue this March. Convergence and Competition will drive the conversations at CERAWeek 2026, March 23–27 in Houston. This episode offers a first look—listen now and get ready to join the discussion. Learn more at ceraweek.com

We open the third season of the CERAWeek Podcast with Atul Arya, exploring one of the most urgent questions for the global energy system: What happens when the worlds of gas, power, minerals and artificial intelligence collide? Atul brings forward insights from a recent dialogue with Daniel Yergin and Carlos Pascual, examining the forces reshaping energy security—from the next wave of LNG supply, to intensifying competition for critical minerals, to the explosive and uncertain rise of AI-driven power demand. How will data centers reshape gas markets? Could new technologies erase the expected surge in electricity demand? And what does it mean when copper, rare earths and AI chips become issues of national security? This episode previews the conversations ahead of CERAWeek 2026 | Convergence and Competition: Energy, Technology and Geopolitics. Join us March 23-27, 2026, in Houston, Texas. Learn more at ceraweek.com

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, engages in a compelling discussion with industry leaders Matt Berchtold, Chief Product Officer at Context Labs, Ed Lush, Director of Low Carbon Products and Energy Ventures at Williams, and Howard Dieter, Vice President of Environmental, Health and Safety at Jonah Energy. The conversation delves into innovative technologies related to emission quantification and carbon management, highlighting how collaboration among companies is essential for developing cutting-edge solutions in the energy sector. Guests share insights on the importance of accurate emissions measurement, the role of advanced analytics in operational decarbonization, and the need for a comprehensive carbon management platform to support the transition to net zero. They discuss the complexities of managing low carbon natural gas and LNG, as well as the regulatory frameworks and market dynamics shaping the future of carbon management technologies. This episode sets the stage for CERAWeek 2025, scheduled to take place next week, where global energy leaders will gather to explore the strategies and innovations driving the future of energy. Topics include: Innovative emission quantification technologies and carbon management strategies Collaboration in the energy sector for climate differentiated commodities Advanced data integration and AI applications in operational efficiency The challenges and opportunities in measuring and managing methane emissions CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at ceraweek.com

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Bader Al Attar, Managing Director of Planning and Finance at Kuwait Petroleum Corporation (KPC), about KPC's approach to balancing production growth with sustainability, navigating market shifts, and the strategic capital decisions shaping its future. Al Attar highlights how KPC is leveraging carbon capture, renewable energy integration, and transparent operations to reduce emissions while meeting rising global energy demand. The conversation underscores how the future of the Oil & Gas industry lies in balancing low-cost production with reduced carbon footprints, driven by strategic investments and innovative technologies. This discussion sets the stage for CERAWeek 2025, where global energy leaders will explore strategies driving the future of energy. Topics include: Capital strategies across upstream, downstream, and petrochemicals Balancing production growth with decarbonization goals The role of carbon capture, technology, and renewables in operational efficiency Navigating the complexities of upstream and downstream investment decisions CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at ceraweek.com

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Francesco Mazzagatti, CEO of Viaro Energy, about balancing gas production with nuclear energy, navigating UK regulations, and the critical role of private capital in advancing energy projects. Mazzagatti underscores the need for continued investment to sustain North Sea production and adapt to a shifting energy landscape. This discussion sets the stage for CERAWeek 2025, where industry leaders will convene and discuss the strategies shaping the future of energy. Topics include: Balancing gas and nuclear in the energy transition Strategic investments to sustain North Sea production Regulatory challenges for UK oil & gas The role of private capital in energy innovation Strategies for maintaining hydrocarbons output in a changing market CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at ceraweek.com

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Tim Holt, Executive Board Member and Labor Director at Siemens Energy, about the company's leadership in global power generation—supplying nearly a quarter of the world's power generation equipment—and the importance of strengthening grid infrastructure to meet the energy demands of growing, dynamic economies. They also explore Siemens Energy's approach to low- and zero-carbon energy, the integration of AI in energy solutions, and the rising power demands of data centers. This conversation sets the stage for key dialogues at CERAWeek 2025, highlighting the innovations and strategies driving the future of energy. Topics include: Scaling low- and zero-carbon energy solutions Strengthening grid infrastructure for the energy transition Powering data centers sustainably Advancing AI-driven energy technologies Competing in a dynamic global energy market CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at ceraweek.com

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Ricardo Markous, CEO of Tecpetrol, about Vaca Muerta's transformative role in Argentina's energy landscape. They explore its vast potential, the strategic role of LNG in meeting demand, and Argentina's position in the global energy market. The conversation also addresses key challenges and opportunities in developing critical infrastructure and previews the important dialogues ahead at CERAWeek 2025. Key Topics: Resource Potential: Exploring the vast reserves of oil and gas in Vaca Muerta LNG Development: The role of liquefied natural gas in enhancing Argentina's export capabilities Economic Impact: How Vaca Muerta can support Argentina's economic growth and energy independence Investment in Innovation: How funding tech ventures and startups drives the energy transition and develops new sustainable technologies Latin America's Role: The significance of Latin America in the evolving global energy landscape CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at ceraweek.com

In this episode of the CERAWeek Podcast, Atul Arya, S&P Global Chief Energy Strategist, speaks with Sanjiv Lamba, CEO and Member of the Board of Directors at Linde, about the transformative role of industrial gases in advancing decarbonization, energy efficiency, and innovations in manufacturing. Their conversation highlights the essential function of these gases in everyday life—powering healthcare, enabling manufacturing, and supporting technology, from medical oxygen to semiconductors. They set the stage for CERAWeek 2025, where global leaders will gather to address the critical challenges and opportunities shaping the future of energy. Highlights from the discussion include: Decarbonization Strategies: Exploring approaches to reduce carbon emissions, including the development of hydrogen production and carbon capture technologies. Technological Innovation: Examining the impact of AI and machine learning on enhancing operational efficiency in the industrial gases sector. Cross-Industry Collaboration: How partnerships with leading companies, including projects involving carbon capture, hydrogen, and decarbonization, demonstrate the power of joint innovation in tackling global energy challenges. Healthcare Applications: The essential role of industrial gases in medical oxygen supply and healthcare delivery. Leadership and Talent Development: Insights on cultivating leadership and talent to navigate the evolving energy landscape.

In this episode of the CERAWeek Podcast, Daniel Yergin, CERAWeek Chairman, speaks with Toby Rice, President and CEO of EQT Corporation, about the current dynamics of the natural gas market as we move into 2025. They explore the implications of the shale revolution on U.S. energy independence, the role of gas in powering AI infrastructure, permitting and infrastructure challenges in the Marcellus Shale, and the critical role of LNG in global energy security. As the energy landscape evolves, the conversation previews some of the topics that will be explored in March at CERAWeek 2025. Key Topics: Market Dynamics: Anticipated corrections in the natural gas market Shale Revolution: The transformative effect of shale gas on U.S. energy independence Infrastructure Challenges: Permitting approvals and infrastructure investments needed to grow production LNG and Energy Security: The significance of LNG for global gas markets Environmental Objectives: Curbing methane emissions and displacing coal to reduce overall emissions

In this episode of the CERAWeek Podcast, our host, Atul Arya, Chief Energy Strategist at S&P Global sets the stage for an insightful discussion as we revisit the inaugural episode of the season, now contextualized by the recently announced themes for CERAWeek 2025. As we close out the year and prepare for CERAWeek 2025, Atul invites listeners to engage with the main theme, "Moving Ahead: Energy Strategies for a Complex World," along with the 14 subthemes that will drive our conversations. Join us as we delve into the critical issues that will define the future of energy and innovation at CERAWeek 2025.

In this episode of the CERAWeek Podcast, host Atul Arya, S&P Global Chief Energy Strategist, welcomes Jacob DeWitte, Co-Founder and CEO of Oklo. As the world seeks clean and sustainable energy solutions, this discussion delves into the transformative potential of advanced nuclear technologies and their role in navigating the evolving energy landscape. Join us as we discuss the potential for next generation nuclear technologies and to continue setting the stage for CERAWeek 2025, where industry leaders and policymakers will gather to shape the future of energy. • Innovations in Nuclear Technology: An exploration of liquid metal cooled fast reactors, showcasing their enhanced safety and efficiency as a new frontier in nuclear energy. • Economic Viability of Nuclear Power: Highlights the competitive advantages of nuclear energy in meeting rising global energy demands. • AI and Nuclear Efficiency: Insights into how artificial intelligence can optimize operations and drive innovation in nuclear management. • Sustainability and Waste Management: A look at advanced recycling technologies and sustainability practices within the nuclear sector that minimize environmental impact. • Licensing and Regulatory Challenges: An examination of the complexities of regulatory approvals and the need for modernization to support new technologies.

In this episode of the CERAWeek Podcast, host Atul Arya, S&P Global Chief Energy Strategist, talks with Dan Eggers, EVP and Chief Financial Officer of Constellation Energy. As the U.S. grapples with significant shifts in energy demand driven by the data economy, this discussion delves into the challenges the industry and the nation face in ensuring a reliable and sustainable energy future. Key topics include: Surging Energy Demand: The implications of rising electricity needs from data centers and the data economy, highlighting the urgency for effective energy strategies to address this growing demand Importance of Nuclear Energy: The critical role of nuclear power as a stable, carbon-free energy source in meeting increasing energy needs and supporting national priorities Natural Gas and Carbon Capture Technologies: The complementary roles these technologies play in facilitating the energy transition while ensuring reliability and sustainability Innovative Collaborations: The significance of partnerships with major companies like Microsoft in advancing sustainability initiatives and developing time-matched carbon-free energy solutions These pivotal discussions set the stage for CERAWeek 2025, where industry leaders and senior government officials will further explore these critical issues shaping the energy future.

As COP29 unfolds in Baku, Azerbaijan, this CERAWeek Podcast episode dives into the conference's key topics, from climate financing to global policy alignment. Host Atul Arya, S&P Global Chief Energy Strategist, speaks with Eirik Wærness, Senior Vice President and Chief Economist at Equinor, and Anna Mosby, Head of Global Environmental Policy and Markets at S&P Global, to explore: Financing the Transition: The demand for trillions in climate investment drives debate on funding methods, balancing grants and concessional financing with debt-based models to support developing nations Energy Transition and Demand: From rising electricity needs fueled by AI and data centers to a renewed role for nuclear power, they discuss how energy security and infrastructure shifts are influencing decarbonization strategies Policy Impacts: Wærness and Mosby assess the effectiveness of major climate policies, like the IRA and the EU Green Deal, and the role of national commitments in advancing energy transition

In this episode, Jimmy Rojas, CEO of EVOLOH, shares how his upbringing in Costa Rica and passion for education led him to MIT and the world of hydrogen technology. He discusses EVOLOH's innovative approach to reducing green hydrogen production costs by using low-risk technologies and localized supply chains. Jimmy also reflects on his participation in the Agora Pod program at the Innovation Agora. He offers insights into the potential of green hydrogen and advice for aspiring engineers and entrepreneurs—a valuable listen as we look ahead to CERAWeek 2025.

In the inaugural episode of the second season of the CERAWeek Podcast, host Atul Arya, Chief Energy Strategist at S&P Global, engages with Dr. Daniel Yergin, Chairman of CERAWeek and Vice Chairman of S&P Global. This discussion explores the pivotal developments in energy, geopolitics, and climate change since CERAWeek 2024, focusing on the complex interplay of global events shaping the energy landscape. As we look to CERAWeek 2025, their conversation highlights emerging themes including energy security, technological innovations, and the North-South divide.

In this episode of the CERAWeek Podcast, Atul Arya hosts James R. Burkhard and Shin Kim from S&P Global, diving deep into the current state and outlook of oil markets. They explore the unexpected calmness amidst physical and geopolitical disruptions, examining factors influencing prices and the effectiveness of price caps. The conversation also delves into developments in Russian oil production and exports, alongside the growing share of non-OPEC production globally. With insights into the enduring US production boom and evolving oil demand dynamics, including the impact of electric vehicles (EVs), they speculate on future demand drivers and potential peaks. Looking ahead to CERAWeek, they highlight key focus areas for the energy industry amid shifting market dynamics.

In the upcoming episode of the CERAWeek Podcast, host Atul Arya is joined by Shankari Srinivasan and Catherine Robinson from S&P Global Commodity Insights to discuss the current state of the global gas market. They analyze the impact of recent US government decisions on LNG export permits and explore the ongoing debate surrounding natural gas as a transition fuel. The conversation delves into definitions of low carbon gases, including hydrogen, and examines critical factors for scaling green hydrogen, such as technology, finance, and business models. Additionally, they explore the potential competitive advantage for the US in creating a green hydrogen industry under the International Renewable Energy Agency (IRA) and highlight the importance of low carbon gases in the energy transition. The episode concludes with insights into what attendees can expect at CERAWeek regarding natural gas, LNG, hydrogen, and low carbon gases.

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist, S&P Global is joined by Carlos Pascual, SVP, Geopolitics and International Affairs, S&P Global, to dissect the aftermath of COP28, scrutinizing its outcomes and the energy sector's contributions. They explore achievements in methane emissions reduction and evaluate the impact of the Inflation Reduction Act (IRA) on a global scale. Shifting focus to geopolitical landscapes, Arya and Pascual analyze current global dynamics, including surprising stability in oil markets amidst broader turbulence. They delve into the pivotal US-China relationship concerning energy and climate and examine the volatile European energy markets. Looking ahead to CERAWeek 2024, they provide insights into themes and discussions at the intersection of geopolitics and climate change, offering a glimpse into critical dialogues to come.

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, sits down with Pedro Pizarro, President and CEO of Edison International and Chairman of EEI, to delve into key topics powering ahead the energy landscape: COP28 reflections: Renewables tripling, energy efficiency doubling Timeline for U.S. Net-Zero electricity Growth of U.S. and California electricity demand Progress on IIJA and IRA, facing siting and permitting challenges Supply chain disruptions, especially equipment availability Cybersecurity's AI impact on critical infrastructure AI's broader impact on energy sector EEI's 2024 priorities CERAWeek preview

Climate finance and diplomacy was the focus of this episode of the CERAWeek Podcast hosted by Atul Arya, Chief Energy Strategist, S&P Global, with guest speakers Martina Chung, President, S&P Global Ratings and Executive Lead, S&P Global Sustainable1, and Peter Gardett, Executive Director, Financial and Capital Markets, S&P Global Commodity Insights. The commitments made at COP28—by corporations, banks and private investors were arguably as important and as impactful as what governments were doing—to provide billions of dollars in capital for the long-term transition away from fossil fuels. The energy and capital transition has also proved to be a profitable place for long-term private equity and private debt funds to play. The speakers also discussed the need to increase the percentage of climate mitigation and adaptation investment flowing into low- to middle-income countries.

In this episode, Atul Arya, Chief Energy Strategist, S&P Global, and host of the CERAWeek Podcast is joined by Edurne Zoco, Executive Director for Clean Technology & Renewables, and Carolyn Seto, Executive Director for Upstream Technology, both from S&P Global. This timely conversation reviews the commitments made at COP28 for renewables and energy efficiency, and outlines the perspectives for cleantech – including solar, CCUS, DAC and batteries – and how AI and machine learning will continue to help meet energy efficiency targets. Our guests also discuss the structures of the innovation ecosystem, and the role policy, financing and supply chains will play in achieving these targets. Go to ceraweek.com/Agora to learn more about Innovation Agora @CERAWeek 2024, where a community of technologists, startup entrepreneurs, VCs and investors, thought leaders, policy makers and corporate innovators will gather March 18-22, 2024, in Houston, Texas, to advance solutions to the greatest challenges facing our energy and environmental future. To learn about CERAWeek and its speakers and agenda and to register, please visit ceraweek.com.

Atul Arya, Chief Energy Strategist at S&P Global and host of the CERAWeek podcast recently sat down with Dr. Daniel Yergin, Co-Chairman of CERAWeek, Vice Chairman at S&P Global and Pulitzer Prize–winning author and highly respected authority on energy, geopolitics, international affairs and economics. This discussion outlines the theme of CERAWeek 2024: The multidimensional energy transition: markets, climate, technology, and geopolitics. It has become clear that the energy transition will take many forms and have regional differences, from multi-speed, multi-phase, multi-technology to multi-energy. CERAWeek 2024 will highlight the linkages of these topics across industries and showcase the partnerships and collaborative models that are transforming energy. CERAWeek will take place March 18-22, 2024 in Houston, TX. To learn more about speakers, agenda and registration, please visit ceraweek.com.

CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations Learn more about CERAWeek: https://ceraweek.com/about/index.html

CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations Learn more about CERAWeek: https://ceraweek.com/about/index.html

CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations Learn more about CERAWeek: https://ceraweek.com/about/index.html

CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations Learn more about CERAWeek: https://ceraweek.com/about/index.html

CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using the hashtags #CERAWeek and #CWAgora Explore previous podcast episodes: https://soundcloud.com/ceraweek-conversations Learn more about CERAWeek: https://ceraweek.com/about/index.html

On September 2, the G7 announced it would pursue a price cap on Russian oil. How would such a plan work? U.S. Treasury Department officials explore its complex dimensions and their impact for the international community.

The energy industry – and the oil and gas sector in particular – needs to demonstrate continual improvement in its efforts to decarbonize its business. Great improvements have been made, but what options are available to get to the next level?

S&P Global experts unpack issues of decarbonization, biofuels, regional conflicts, growing demand and future sources of supply and explore where we are headed with agricultural price, volatility and availability.

As of mid-October, Ukraine's energy system has been under attack, denying power to more than 30% of the country. Energy Minister Herman Halushchenko makes real the impact – and how Ukraine seeks to rebuild and persevere. This conversation was recorded on October 20, 2022.

Investment in new oil supply was $700 billion in 2014 but spending has been well below since. Global refining capacity also declined in 2020 & 2021. Has upstream and downstream investment reached a peak? Will future spending pay off for investors?

Copper – the "metal of electrification" – is essential to the energy transition. Could a looming mismatch between available copper supply and future copper demand present challenges to the achievement of Net Zero Emissions by 2050 goals?

Energy capacity additions in emerging markets are key to meeting global climate goals. How can low carbon technologies be deployed at scale in those markets? What are the most effective instruments & partnerships to facilitate capital flows?

Global CO2 emissions appeared to decline last year but figures today show that any reduction was short-lived. What elements of the energy transition have the strongest impact? What challenges lie ahead for companies to meet their 2030 targets?