Inside CERAWeek 2026: Energy, Markets and Shifting Geopolitics
CERAWeek Podcast with Atul Arya
Release Date: 01/07/2026
Inside CERAWeek 2026: Energy, Markets and Shifting Geopolitics
CERAWeek Podcast with Atul Arya
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...
info_outline
CERAWeek 2026: Convergence and Competition — Energy, Technology, and Geopolitics
CERAWeek Podcast with Atul Arya
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...
info_outline
What Happens When the Worlds of Gas, Power, Minerals and Artificial Intelligence Collide?
CERAWeek Podcast with Atul Arya
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...
info_outline
Context Labs, Williams, and Jonah Energy and their collaboration on Carbon Management Strategies
CERAWeek Podcast with Atul Arya
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....
info_outline
Bader Al-Attar, Kuwait Petroleum Corporation: Resilience, growth & sustainability
CERAWeek Podcast with Atul Arya
In this episode of the CERAWeek Podcast, , Chief Energy Strategist at S&P Global, speaks with , 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...
info_outline
Francesco Mazzagatti, Viaro Energy: Energy investment, nuclear integration & North Sea strategy
CERAWeek Podcast with Atul Arya
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: ...
info_outline
Tim Holt, Siemens Energy: Powering the energy transition
CERAWeek Podcast with Atul Arya
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...
info_outline
Ricardo Markous, Tecpetrol: Vaca Muerta’s role in Argentina’s energy strategy
CERAWeek Podcast with Atul Arya
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...
info_outline
Sanjiv Lamba, Linde: The Essential Role of Industrial Gases in Energy Transformation
CERAWeek Podcast with Atul Arya
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...
info_outline
Toby Rice, EQT Corporation: "The Future of Natural Gas and Energy Security"
CERAWeek Podcast with Atul Arya
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...
info_outlineIn 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