Multidimensional Energy Transition: Markets, climate, technology and geopolitics
Release Date: 01/10/2024
CERAWeek 2025 Themes: Revisiting “Daniel Yergin Looks Ahead”
CERAWeek Podcast
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...
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Advanced Nuclear Technologies: Driving economic viability and sustainability in energy
CERAWeek Podcast
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. ...
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Navigating Shifts in Energy Demand: Challenges of the data economy and the role of nuclear power
CERAWeek Podcast
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...
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Beyond the Pledges: What COP29 Means for Climate, Finance, Policy and the Energy Transition
CERAWeek Podcast
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...
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Overcoming Green Hydrogen Scalability Challenges
CERAWeek Podcast
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.
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Daniel Yergin Looks Ahead: CERAWeek 2025
CERAWeek Podcast
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.
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Navigating Supply, Demand, and Prices: Insights into Global Oil Markets Dynamics
CERAWeek Podcast
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...
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Exploring Global Gas Markets: LNG, Hydrogen, and Low Carbon Gases
CERAWeek Podcast
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...
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Post-COP28 Reflections: Navigating Geopolitical and Climate Challenges in Energy
CERAWeek Podcast
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...
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Powering Ahead: A Conversation with Pedro Pizarro
CERAWeek Podcast
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...
info_outlineAtul 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.