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...
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Capital Transition: Perspectives for financing dynamics and clean energy
CERAWeek Podcast
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...
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Cleantech: The business of more energy & lower emissions
CERAWeek Podcast
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...
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Multidimensional Energy Transition: Markets, climate, technology and geopolitics
CERAWeek Podcast
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,...
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CERAWeek Day 5
CERAWeek Podcast
CERAWeek, The World’s Premier Energy Event is taking place in Houston, TX March 6-10, 2023
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CERAWeek Day 4
CERAWeek Podcast
CERAWeek, The World’s Premier Energy Event is taking place in Houston, TX March 6-10, 2023
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CERAWeek Day 3
CERAWeek Podcast
CERAWeek, The World’s Premier Energy Event is taking place in Houston, TX March 6-10, 2023
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