Capital Transition: Perspectives for financing dynamics and clean energy
CERAWeek Podcast with Atul Arya
Release Date: 02/07/2024
Generative AI for Energy Executives: A Conversation with MIT Faculty John R. Williams and Abel Sanchez
CERAWeek Podcast with Atul Arya
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: 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,...
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Can AI Solve Its Own Energy Challenge? A Conversation with Varun Sivaram, Emerald AI
CERAWeek Podcast with Atul Arya
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...
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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...
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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...
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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...
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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....
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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...
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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: ...
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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...
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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_outlineClimate 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.