CERAWeek Podcast with Atul Arya

The largest federal investment in infrastructure in a generation can reshape the American energy landscape and advance pathways to net zero. Leading voices on U.S. energy discuss the interplay between enhanced infrastructure and American energy.

Commemorating the 50-year jubilee of the formation of the UAE, Musabbeh Al Kaabi, CEO, UAE Investments for Mubadala shares his vision for the next half-century and the agenda for economic diversification and investments in disruptive industries.

Seasonal hurricanes, wildfires, extreme heat & deep cold spells are annual reminders of the vulnerability of manmade infrastructure. How is the power grid being hardened and energy infrastructure made more resilient to ensure reliability of supply?

Executives from bp and Microsoft discuss their partnership in power sector decarbonization and explore the collaborations needed across business and government to facilitate corporate transitions to renewable power.

Maynard Holt, CEO of Tudor, Pickering, Holt & Co. reflects on the 2021 India Energy Forum by CERAWeek and discusses the shared learnings and global perspectives on the energy and capital transitions from three days in Delhi.

Energy supply will depend on ocean assets—deep water, offshore oil & gas fields, and wind farms. What innovations—new materials, robotization, subsea power, and communication—can help address challenges including electrification & facility maintenance?

Through its recruitment partnership with U.S. historically black colleges and universities and the communities they represent, how is industry strengthening its talent pipeline and fostering corporate diversity?

Sasol's Fleetwood Grobler on sustainability & net zero strategies for global chemicals by CERAWeek by S&P Global

Meeting the unprecedented challenges of the energy future will require new skills, unique perspectives, and formative experiences from a diverse set of backgrounds. How is industry responding to the call for a more inclusive workforce?

Direct air capture & other carbon capture methods need to be widely deployed to hit net zero targets by mid-century. Occidental & Worley share their visions for scaling DAC and the journey of oil & gas players into carbon management companies.

Snam's Marco Alverà on the future of fuels: Gas in the transition and the geopolitics of hydrogen by CERAWeek by S&P Global

Xcoal's Ernie Thrasher on high energy prices and investment trends in coal by CERAWeek by S&P Global

André de Ruyter, Group Chief Executive of Eskom, discusses his strategy to strengthen the company following a period of fiscal and operational instability and to lead Africa's largest utility through a just energy transition.

The 9/11 attacks redefined international security. Twenty years later, terrorism still haunts us and new threats have emerged. Michèle Flournoy analyzes the new paradigm of global security and collaborations for a safe & prosperous future.

How does the energy transition look to a renewable energy supermajor? Francesco Starace, CEO of Enel, discusses technologies, hydrogen, collaborations with electric vehicle manufacturers & financial innovations in the green bond market.

Net zero targets, while significant, don't convey the complexity & scale in reorganizing the upstream supply chain – built & perfected over decades – to achieve stated ambitions. How is the upstream sector preparing for the energy transition?

Lydie Hudson, CEO of Sustainability, Research & Investment Solutions at Credit Suisse, discusses holistic approaches that companies are taking to integrate environmental, social, and governance strategies into their operating models.

Speaking at the 2021 Citizens Energy Congress, IHS Markit Senior Vice President Carlos Pascual discusses how the global community can productively manage the coming competition of energy transition amid differing pathways and unknown variables.

Exploring the relationship between solar power and battery storage, what are the technological breakthroughs in solar and battery technology and how can these advancements overcome obstacles of cost and inefficiency?

As the world pushes to both decarbonize & address the social needs caused by the pandemic, how will the policies & investments to manage these dual priorities reshape global energy? This week's CERAWeek Conversation explores energy markets, supply chains, ESG trends & more.

Can COP26 become the coalescing global action to fight climate change? Countries representing almost 75% of global emissions and 80% of global GDP have committed to net zero. The challenge will be to align climate action with these aspirations.

Latin America has the resources to diversify global supply chains and build clean energy economies. Yet public protests have disrupted political and economic life. Can the region rise resuscitate opportunities for stability and prosperity?

IHS Markit's senior energy leaders take stock of the transition landscape and the pathways to net zero by 2050 and explore the implications for energy markets, technology, geopolitics, supply chains, and business strategy.

Rapid advancements in technologies are transforming urban areas into "smart cities." Leaders in the innovative city space discuss the connectivity, transportation, and mobility solutions that are making cities true hubs of innovation.

U.S. DOE's Loan Programs Office manages $46 billion in financing to scale next-generation energy infrastructure. Director Jigar Shah discusses breakthrough technologies, clean energy ventures & LPO's role in a just energy transition.

Reducing unnecessary plastic waste is integral to achieving a sustainable global environment. But how do we get there? How is industry rising to meet the challenge? What are the latest advancements in plastics recycling technology?

Blockchain technology promises to have far-reaching economic and social implications. Through equal access, a global peer network, transparency, security, and collaboration--blockchain will transform the energy industry. The extent of blockchain potential is dependent on how well it is developed and future governance. In this session we tackle the benefits of blockchain, how to best access these benefits, and how governance could be key to the future blockchain's success.

Joe M. Kang, President of the International Gas Union, discusses the role of gas in the future energy mix and what to expect from the next World Gas Conference in May 2022 in Daegu, Korea.

Increased digital connectivity between operational facilities and equipment leads to an imbalance of cybersecurity threats as well as threats to sensitive proprietary data. How are cybersecurity risks growing as the industry digitalizes?

Clean, renewable geothermal energy is a reliable & abundant power source that can adapt to small & large scale installations. How have technological advancements helped kickstart a revival and reintroduced geothermal to the renewable energy mix?

In the first installment of CERAWeek Conversations 2021, Bob Dudley, Chairman of the Oil and Gas Climate Initiative, shares insights on the leading role that the world's largest energy producers are playing in the road to a low-carbon future.

Richard Haass, president of the Council on Foreign Relations, explores the main themes of his new book, "The World: A Brief Introduction," in a CERAWeek Conversation with IHS Markit Vice Chairman Daniel Yergin. The world is in a unique moment in history, Haass contends, and a deeper understanding of global issues and a renewed appreciation of alliances are needed to confront the challenges ahead. Haass examines the issues, from COVID-19 responses to Iran, Russia, and U.S.-China relations, and shares insights on innovative approaches for cooperation on climate change and international trade.

Diversity, inclusion, and racial equity are core societal values, but they have shaken by the events of 2020. The massive protests that swept the country over racial injustices were calls to action and demands for change towards a more inclusive and equitable society. The energy industry has a tremendous role to play in this movement. In this timely and important CERAWeek Conversation, leaders from the oil, gas, and power sector address how their organizations have responded to the calls and discuss the ongoing actions that industry has been taking to foster cultures of diversity and inclusion.

Prior to COVID-19 the oil and gas industry had already been on a steady pace of digital transformation brought on by technological advancements and new business drivers and models. How has the pandemic accelerated this shift? Has digital transformation in a post-COVID world moved from a luxury to a necessity? Oil and gas technology experts discuss where industry is heading and the way forward with digital transformation for operators and application vendors.

Global oil markets, already bracing for slower demand pre-COVID, have been rocked this year by the pandemic, price war, and other seismic shifts to business and industry. Now facing even more constrained demand, a new price environment, capital discipline pressures, revamped shale models, a growing EV movement, and more, what is the range of scenarios and uncertainties that producers must navigate in the global oil market over the next 10 years and beyond? Chief economists from BP and ConocoPhillips and the heads of oil market research at OPEC and IHS Markit discuss the trends and structural changes that are shaping global oil post-pandemic.

Iberdrola Chairman and CEO Ignacio S. Galán joins IHS Markit Vice Chairman Daniel Yergin in a CERAWeek Conversation that chronicles his journey as a renewable energy pioneer and the company's path to the forefront of the energy transition. Galán examines Iberdrola's investments in wind and solar energy, the outlook for hydrogen and storage, and the growing competition downstream with traditional oil and gas players.

Business and academia team up to deliver roadmap for how companies can prepare for the energy transformation by leveraging technology and human talent. Arno Van Den Haak, Head of the Worldwide Business Development Oil & Gas at Amazon Web Services, and Venkat Venkatraman, Jr., Professor of Management and Department Chair at the Boston University Questrom School of Business, share the learnings from the collaboration between their organizations about the transformation ahead.

President-elect Biden will assume office on January 20 with an ambitious domestic policy agenda and an eagerness to engage with the world, while facing with the challenges of a divided electorate and a country and economy that carry the burdens of a nearly year-long pandemic. In this CERAWeek Conversation, leading experts on the economy, global energy, and international relations assess the outlook for the Biden Administration at home and abroad. Meghan L. O'Sullivan, Jeane Kirkpatrick Professor International Affairs, Harvard University, Atul Arya, Chief Energy Strategist, IHS Markit, and Nariman Behravesh, Chief Economist, IHS Markit, navigate an important and multi-dimensional discussion on the path forward for President-elect Biden, from economic stimulus to climate change, energy policy, trade, China, and American leadership in the world.

Vicki Hollub, president and chief executive of Occidental Petroleum, joins IHS Markit Vice Chairman Daniel Yergin to discuss the changing landscape for upstream operators brought on by market conditions and the movement toward lower carbon, net-zero economies. Hollub examines operational efficiencies for shale production, potential industry consolidation, and Oxy's shift towards becoming an integrated "carbon management" company that is pursuing technological innovations in direct air capture and other lower carbon initiatives.

How industries and economies provide the world with more energy while reducing emissions is one of the most fundamental challenges of the energy transition. The path to addressing it is rooted in technology and innovation. Join this CERAWeek Conversation as the technology heads of ADNOC and PETRONAS examine the strategies, innovations, and operational efficiencies that are tackling this dual challenge.

Achieving net-zero carbon emissions is the most fundamental – and difficult – task to stabilize the climate. Leaders from government, industry, and academia debate the enormity of the challenge, from the aggressive innovations required to the policies that create market opportunities for carbon removal technologies.

Small, landlocked, and surrounded by other developing countries. Rwanda has aims for growth, overcoming any geographic limitations to transform its economy. In this CERAWeek Conversation, Claver Gatete, Rwanda's Minister of Infrastructure, discusses the continental trade agenda, investments in universal energy access, and the country's comparative advantage in financial services that are driving Rwanda towards a more prosperous future.

The development of Egypt's abundant gas reserves has had profound impacts on its domestic energy strategy and geopolitical positioning. H.E. Tarek El Molla, Minister of Petroleum and Mineral Resources of Egypt, explores the transformation that is underway in the country: The implementation of an integrated gas strategy, an agenda to diversify and decarbonize, regional energy dynamics in the eastern Mediterranean, ambitions to become an energy trading hub, and more.

As the world recovers from a global pandemic, questions abound regarding decarbonization efforts that are often considered costly. However, electric vehicle sales have proven more resilient than their internal combustion engine counter parts. Auto industry leaders discuss in this CERAWeek Conversation the opportunities and challenges that the light vehicle market is expected to face over the coming years. Alex Keros, Lead Architect of EV Infrastructure at GM, and Reinhard Fischer, Senior Vice President of Strategy at the Volkswagen Group North America, examine sales trends and market momentum for EVs, the pace of EV infrastructure build, and company strategies to navigate public policies for transportation and mobility.

Gas industry stakeholders deconstruct renewable natural gas and examine its potential to contribute to a low carbon energy system. Morgan D. Bazilian, Director of the Payne Institute and Professor of Public Policy, Colorado School of Mines, Tanya Peacock, Manager of Public Policy and Planning, SoCalGas, and Richard Meyer, Managing Director, Energy Analysis, Markets, and Standards, American Gas Association, discuss RNG's associated costs, emerging strategies for wider RNG deployment, and opportunities to advance hydrogen technologies.

The energy industry is at a critical juncture as it evolves to reduce emissions, increase efficiencies, adopt new technologies, and provide the goods, services, and materials for a sustainable future. What role can digitalization play in facilitating this transformation? In this CERAWeek Conversation, Aspentech President and CEO Antonio Pietri discusses the possibilities that digitalization can usher in for the energy future. He shares insights on the emissions reduction, the circular economy, financial prudence and sustainability, and new industrial plants of the future.

Charif Souki, Executive Chairman and Co-founder of Tellurian, assesses the state of LNG in 2020 and examines the developments that are shaping the industry over the long-term. Is the natural gas trade converging into a single global market? Which projects and suppliers are best positioned to dominate market share? What will be the profile of the next wave of U.S. LNG projects? Will LNG broker a detente between the U.S. and China? In this CERAWeek Conversation with IHS Markit Vice Chairman Daniel Yergin, Souki explores these issues and discusses the future of LNG.

Angola is endowed with abundant energy assets, but an increasingly competitive market for industry capital is challenging the country to strengthen its value proposition for international investors. Join this CERAWeek Conversation as two of Angola's top energy executives discuss new strategies to attract investment and advance production possibilities. Paulino Jeronimo, Chief Executive of state oil and gas regulator ANPG, and Sebastião Gaspar Martins, Executive Administrator of Sonangol, explore regulatory and fiscal adjustments, new approaches to technology and innovation, and an agenda to reposition Sonangol as an international partner of choice.

By 2030, nearly 25 percent of light passenger vehicles produced will be plug-in capable, according to IHS Markit forecasts. What electric vehicle infrastructure will exist to support the projected rollout? What policies and investments are needed to achieve cheap, fast, and ubiquitous charging? EV industry executives discuss the future of charging and prospects for an electric transport economy.

A new global map is being shaped by dramatic shifts in energy & geopolitics. Among its contours are disruptions to the world's long-standing energy ecosystem, a re-arranging of power global dynamics, and shifts in power relationships between countries and across industries.