CERAWeek Podcast with Atul Arya
CERAWeek Podcast with Atul Arya is a series by the world’s premier energy conference. This show offers insight into the energy future by exploring what’s ahead for global energy markets, geopolitics, and technology. On each episode, we highlight the linkages across industries and the models that are transforming energy. Hosted by Atul Arya, Chief Energy Strategist at S&P Global, this bi-weekly podcast features conversations with senior executives, government officials, thought leaders, technology innovators, and financial leaders.
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David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project
04/08/2026
David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project
Recorded live at CERAWeek 2026, this episode features , in conversation with Atul on how energy companies are moving AI from experimentation to real business value. From reprocessing legacy data to optimizing operations across the energy value chain, AI is becoming embedded in core workflows. Yet only a small share of companies are seeing meaningful results—highlighting the gap between deploying tools and transforming how the business operates. Key topics: AI across the energy value chain—from legacy data to operations Why only ~10% of companies are seeing real AI performance AI as a business strategy, not an IT initiative The 70/30 shift: investing more in people and change than technology From efficiency gains to new sources of growth This episode, recorded live at CERAWeek 2026, highlights how energy companies are moving beyond AI pilots toward enterprise-wide transformation—an increasingly central theme in the convergence of energy, technology and business strategy.
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Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion
03/19/2026
Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion
The energy transition is increasingly becoming an energy expansion, as electrification, industrial growth and AI-driven demand accelerate the need for reliable electricity. In this episode, , joins Atul to discuss how rising power demand is reshaping priorities for grids, infrastructure and industrial systems worldwide. The conversation highlights why grid resilience is emerging as a national security issue, illustrated by the 2025 blackout in Spain and Portugal that left 65 million people without power. As electricity becomes more central to economic activity, reliable grids are now critical infrastructure priorities. Key topics: The shift from energy transition to energy expansion as electricity demand accelerates Grid resilience as a national security priority in an increasingly electrified world Energy efficiency as a hidden hero, with potential savings exceeding 10% of global electricity consumption Electrification, AI-driven demand and automation reshaping industrial energy systems
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Marsh & Oliver Wyman on Why Energy Risk Is Now a Boardroom Issue
03/17/2026
Marsh & Oliver Wyman on Why Energy Risk Is Now a Boardroom Issue
Energy demand continues to grow, but the defining feature of today’s energy system is volatility. In this episode, , joins Atul alongside Mark Pellerin, Global Head of Energy & Natural Resources at Oliver Wyman, to discuss how rising uncertainty is reshaping decision-making across the energy sector—and why risk management and insurability are increasingly shaping which energy projects get financed and built. Key topics: Risk management shifting from operational issue to board-level priority The surge in power demand from data centers and implications for infrastructure investment Bankability and insurability shaping the pace of new energy technologies A “commercially smart” energy transition where profitability and sustainability must coexist Climate adaptation and resilience as growing balance-sheet considerations This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine how risk, resilience and capital allocation are shaping the next phase of the global energy system. Learn more at
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Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport
03/12/2026
Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport
Low-carbon fuels could work in today’s engines, pipelines and refineries—without rebuilding the entire energy system. , joins Atul Arya to discuss how e-fuels—synthetic hydrocarbons made from renewable electricity, water and recycled CO₂—could help decarbonize sectors where electrification is difficult. The conversation explores how “drop-in” fuels can leverage existing infrastructure, why aviation and shipping are key early markets, and what it will take to scale global production—from certification systems to partnerships across the fuel value chain. Key topics: Producing gasoline from renewable electricity, water and recycled CO₂ Drop-in fuels that work with today’s vehicles and fuel infrastructure Scaling e-fuel production and reducing costs through larger facilities Sustainable aviation fuel as a key pathway for aviation decarbonization Direct air capture as a future CO₂ source for synthetic fuels Global carbon accounting and certification systems to enable trade This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine how molecules and electrons together will shape the next phase of the energy transition. Learn more at
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José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry
03/10/2026
José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry
Steel accounts for 9% of global greenhouse gas emissions—making it one of the most challenging sectors to decarbonize. José Fonrouge, Global Environmental Director at Ternium, joins Atul to discuss the realities of reducing emissions in a two-billion-ton industry. The conversation examines structural constraints—from coal dependence and infrastructure gaps to global market dynamics—while outlining pragmatic pathways grounded in recycling, energy efficiency and hydrogen innovation. Key topics: The global scale of steel production and its emissions footprint The current state and growing potential of steel recycling Carbon capture and emissions reductions targets for steel "Turquoise hydrogen" as a potential low-carbon pathway Incentives, trade dynamics and global “green steel” standards This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine hard-to-abate sectors, industrial competitiveness and the energy transition. Learn more at
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Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype
03/05/2026
Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype
Green hydrogen is entering a more disciplined phase—where project viability and secured offtake matter more than headline announcements. In this episode, , joins Atul to discuss what it will take to scale clean fuels on commercially sound foundations. The conversation examines how the sector is shifting toward industrial maturity—where access to competitive power, risk mitigation and capital discipline determine which projects move forward. High-temperature electrolysis, offering between 20-30% greater efficiency, compared to other electrolyzer technologies illustrates how technology can improve economics—but bankability will ultimately define the pace of deployment. Key topics: Moving from hydrogen hype to commercial discipline Offtake, risk allocation and project bankability Efficiency gains in high-temperature electrolysis Scaling manufacturing to reduce costs Policy and regulatory drivers shaping demand This episode builds ahead to CERAWeek 2026, March 23–27, where leaders will examine how technology, capital and policy must align to scale the next phase of the energy transition. Learn more at
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Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables
02/26/2026
Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables
Microsoft has matched 100% of its annual global electricity consumption with renewable energy—contracting 40 gigawatts across 26 countries. , joins Atul to discuss what this milestone signals for the energy sector as AI demand accelerates. The conversation explores how AI is driving performance in the power sector, reshaping grid operations, infrastructure development and business processes—highlighting why energy systems are becoming foundational to digital growth and competitiveness. Key topics: Microsoft’s 40-gigawatt renewable procurement milestone AI as a strategic input for energy systems and economic growth AI-driven grid efficiency, reliability and interconnection timelines Generative AI for permitting and project acceleration Community-first AI infrastructure and system impacts Scaling AI across operations, workforce and customer engagement This episode builds up to CERAWeek 2026, where leaders will examine how AI, electricity demand and infrastructure modernization are reshaping the energy system. Learn more at
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Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale
02/24/2026
Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale
Heavy-duty gas turbine demand in the Americas has grown more than six-fold in five years, a clear signal that the power sector is racing to deliver new generation capacity. , joins Atul Arya to discuss what it takes to build power at speed as electricity demand accelerates. The conversation focuses on execution – how manufacturers, utilities and technology partners are scaling equipment supply, project delivery and infrastructure to meet rising demand while advancing decarbonization. Key topics: Surging turbine demand and its signal for power markets Competition for manufacturing capacity and longer equipment lead times Standardized plant designs and partnerships to accelerate delivery Faster permitting and policy shifts enabling new infrastructure Carbon capture and hydrogen pathways supporting lower-carbon power This episode builds up to CERAWeek 2026, March 23–27, Houston, where leaders will examine how the energy industry is scaling generation capacity, accelerating project delivery, and deploying infrastructure to meet rising electricity demand. Learn more at
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Ashraf Al Ghazzawi, Saudi Aramco, on Energy Security and Why Supply Still Drives the Energy Transition
02/19/2026
Ashraf Al Ghazzawi, Saudi Aramco, on Energy Security and Why Supply Still Drives the Energy Transition
Rising global energy demand, security of supply and long-term investment decisions are shaping the future of the energy system. In this episode, , joins Atul Arya to discuss these dynamics and their impact on energy markets. Key topics include: Global demand growth and regional energy disparities Investments in supply needed to keep pace with resource depletion rates Energy security through diversity of suppliers AI’s impact on operational efficiencies Disciplined approaches to lower-carbon investments This episode builds up to CERAWeek 2026, where leaders will examine the intersection of energy security, technology deployment and long-term system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at .
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Lawrence Coben, NRG Energy, on Collaboration and the Electricity Demand “Supercycle”
02/17/2026
Lawrence Coben, NRG Energy, on Collaboration and the Electricity Demand “Supercycle”
Rising electricity demand from AI, data centers, and electrification is reversing decades of flat load growth and reshaping power markets. In this episode, , joins Atul to discuss how energy providers are responding to a new era of accelerating demand, tightening capacity and growing infrastructure needs. The conversation examines how utilities, technology companies and large energy users are adapting—highlighting the growing importance of investment, partnerships and policy frameworks to ensure reliable and affordable power. Key topics include: The return of large-scale electricity demand growth after decades of stagnation Implications for industry, large energy users, and residential customers Expanding generation capacity, modernizing the grid, and virtual power plant solutions Collaboration across utilities, hyperscalers, and technology partners Policy and permitting reform as critical enablers of new energy infrastructure This episode builds up to CERAWeek 2026, where leaders will examine the convergence of demand growth, infrastructure investment and system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at
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Uwem Ukpong (AWS) on the Power Convergence: AI Demand and Grid Capacity
02/12/2026
Uwem Ukpong (AWS) on the Power Convergence: AI Demand and Grid Capacity
Cloud and AI providers are no longer passive consumers of energy—they are shaping how and where new capacity gets built. In this episode, Atul Arya speaks with , on how this shift is changing the energy landscape. The conversation explores how Amazon is scaling its global data center footprint while driving efficiency, investing in carbon-free energy, and working directly with utilities to support grid reliability. A recurring theme in the discussion is that decisions around compute and power are becoming increasingly interconnected, raising the importance of collaboration between data center operators and the energy industry. The discussion covers: AI-driven demand and its implications for power planning How cloud service providers engage with utilities and grid operators How energy, technology and public policies are coordinated - and where tensions emerge Energy efficiency gains, performance per watt improvements and impacts on the grid Energy security, sovereignty and system resilience This conversation builds up to CERAWeek 2026, highlighting the convergence of energy, technology, and policy—and why cross-sector dialogue is becoming essential as digital and physical infrastructure scale together. Join us March 23-27 in Houston, Texas. Learn more at .
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Prof. Jun Arima (JOGMEC) on Energy Security, Nuclear and Japan’s Path to Decarbonization
02/10/2026
Prof. Jun Arima (JOGMEC) on Energy Security, Nuclear and Japan’s Path to Decarbonization
In this episode, Atul speaks with , on how Japan is recalibrating its energy strategy—placing energy security alongside decarbonization—and what this shift means for Asia and the global energy transition. The conversation explores Japan’s evolving approach to nuclear power, renewables and system reliability amid rising power demand driven by AI, digitalization and industrial growth. It also examines JOGMEC’s role in enabling technology deployment and investment across Asia, where emissions growth and energy security challenges will shape global climate targets. Key themes include: Japan’s latest Strategic Energy Plan and the renewed role of nuclear power Balancing energy security, affordability, decarbonization, and public trust Mobilizing private capital through risk-sharing and bankable projects Technology pathways across hydrogen, ammonia, CCUS, and renewables Critical minerals and the geopolitical risks shaping the energy transition The episode previews the perspective JOGMEC brings to CERAWeek 2026—focused on security, partnership, and execution across a rapidly changing global energy system. Learn more at
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Generative AI for Energy Executives: A Conversation with MIT Faculty John R. Williams and Abel Sanchez
01/21/2026
Generative AI for Energy Executives: A Conversation with MIT Faculty John R. Williams and Abel Sanchez
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, infrastructure planning and competitive business advantages The management, governance and cultural challenges of deploying AI at scale Emerging risks around data, reliability and autonomous systems Why energy leaders can no longer afford a wait-and-see approach to adopting generative AI This episode frames the strategic questions energy executives must confront as AI, power systems and geopolitics increasingly converge—setting the stage for the leadership conversations at
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Can AI Solve Its Own Energy Challenge? A Conversation with Varun Sivaram, Emerald AI
01/14/2026
Can AI Solve Its Own Energy Challenge? A Conversation with Varun Sivaram, Emerald AI
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 The growing competition between the U.S. and China, driven by access to power and technology How flexibility can ease grid constraints and accelerate data center deployment Collaborative models between utilities, hyperscalers, regulators and technology providers is becoming essential As energy, technology, and geopolitics increasingly converge, these questions will be central to the dialogue at CERAWeek 2026, where leaders will come together to address the future of AI, energy security, and infrastructure. Join us March 23-27, 2026 in Houston, TX. Learn more at
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Inside CERAWeek 2026: Energy, Markets and Shifting Geopolitics
01/07/2026
Inside CERAWeek 2026: Energy, Markets and Shifting Geopolitics
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 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
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CERAWeek 2026: Convergence and Competition — Energy, Technology, and Geopolitics
12/10/2025
CERAWeek 2026: Convergence and Competition — Energy, Technology, and Geopolitics
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 importance of metals and minerals Geopolitical rivalries fracturing long-standing supply chains Economic nationalism and trade barriers complicating corporate choices New energy sources and technologies competing to power an electrifying world These dynamics sit at the core of the 2026 theme and will frame the dialogue this March. Convergence and Competition will drive the conversations at CERAWeek 2026, March 23–27 in Houston. This episode offers a first look—listen now and get ready to join the discussion. Learn more at
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What Happens When the Worlds of Gas, Power, Minerals and Artificial Intelligence Collide?
11/25/2025
What Happens When the Worlds of Gas, Power, Minerals and Artificial Intelligence Collide?
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 surge in electricity demand? And what does it mean when copper, rare earths and AI chips become issues of national security? This episode previews the conversations ahead of CERAWeek 2026 | Convergence and Competition: Energy, Technology and Geopolitics. Join us March 23-27, 2026, in Houston, Texas. Learn more at
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Context Labs, Williams, and Jonah Energy and their collaboration on Carbon Management Strategies
03/05/2025
Context Labs, Williams, and Jonah Energy and their collaboration on Carbon Management Strategies
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. Guests share insights on the importance of accurate emissions measurement, the role of advanced analytics in operational decarbonization, and the need for a comprehensive carbon management platform to support the transition to net zero. They discuss the complexities of managing low carbon natural gas and LNG, as well as the regulatory frameworks and market dynamics shaping the future of carbon management technologies. This episode sets the stage for CERAWeek 2025, scheduled to take place next week, where global energy leaders will gather to explore the strategies and innovations driving the future of energy. Topics include: Innovative emission quantification technologies and carbon management strategies Collaboration in the energy sector for climate differentiated commodities Advanced data integration and AI applications in operational efficiency The challenges and opportunities in measuring and managing methane emissions CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at
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Bader Al-Attar, Kuwait Petroleum Corporation: Resilience, growth & sustainability
02/26/2025
Bader Al-Attar, Kuwait Petroleum Corporation: Resilience, growth & sustainability
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 balancing low-cost production with reduced carbon footprints, driven by strategic investments and innovative technologies. This discussion sets the stage for , where global energy leaders will explore driving the future of energy. Topics include: Capital strategies across upstream, downstream, and petrochemicals Balancing production growth with decarbonization goals The role of carbon capture, technology, and renewables in operational efficiency Navigating the complexities of upstream and downstream investment decisions CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at
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Francesco Mazzagatti, Viaro Energy: Energy investment, nuclear integration & North Sea strategy
02/19/2025
Francesco Mazzagatti, Viaro Energy: Energy investment, nuclear integration & North Sea strategy
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: Balancing gas and nuclear in the energy transition Strategic investments to sustain North Sea production Regulatory challenges for UK oil & gas The role of private capital in energy innovation Strategies for maintaining hydrocarbons output in a changing market CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at
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Tim Holt, Siemens Energy: Powering the energy transition
02/12/2025
Tim Holt, Siemens Energy: Powering the energy transition
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 conversation sets the stage for key dialogues at CERAWeek 2025, highlighting the innovations and strategies driving the future of energy. Topics include: Scaling low- and zero-carbon energy solutions Strengthening grid infrastructure for the energy transition Powering data centers sustainably Advancing AI-driven energy technologies Competing in a dynamic global energy market CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at
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Ricardo Markous, Tecpetrol: Vaca Muerta’s role in Argentina’s energy strategy
02/05/2025
Ricardo Markous, Tecpetrol: Vaca Muerta’s role in Argentina’s energy strategy
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 Vaca Muerta LNG Development: The role of liquefied natural gas in enhancing Argentina's export capabilities Economic Impact: How Vaca Muerta can support Argentina's economic growth and energy independence Investment in Innovation: How funding tech ventures and startups drives the energy transition and develops new sustainable technologies Latin America's Role: The significance of Latin America in the evolving global energy landscape CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at
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Sanjiv Lamba, Linde: The Essential Role of Industrial Gases in Energy Transformation
01/29/2025
Sanjiv Lamba, Linde: The Essential Role of Industrial Gases in Energy Transformation
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 challenges and opportunities shaping the future of energy. Highlights from the discussion include: Decarbonization Strategies: Exploring approaches to reduce carbon emissions, including the development of hydrogen production and carbon capture technologies. Technological Innovation: Examining the impact of AI and machine learning on enhancing operational efficiency in the industrial gases sector. Cross-Industry Collaboration: How partnerships with leading companies, including projects involving carbon capture, hydrogen, and decarbonization, demonstrate the power of joint innovation in tackling global energy challenges. Healthcare Applications: The essential role of industrial gases in medical oxygen supply and healthcare delivery. Leadership and Talent Development: Insights on cultivating leadership and talent to navigate the evolving energy landscape.
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Toby Rice, EQT Corporation: "The Future of Natural Gas and Energy Security"
01/22/2025
Toby Rice, EQT Corporation: "The Future of Natural Gas and Energy Security"
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 Topics: Market Dynamics: Anticipated corrections in the natural gas market Shale Revolution: The transformative effect of shale gas on U.S. energy independence Infrastructure Challenges: Permitting approvals and infrastructure investments needed to grow production LNG and Energy Security: The significance of LNG for global gas markets Environmental Objectives: Curbing methane emissions and displacing coal to reduce overall emissions
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CERAWeek 2025 Themes: Revisiting “Daniel Yergin Looks Ahead”
12/18/2024
CERAWeek 2025 Themes: Revisiting “Daniel Yergin Looks Ahead”
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 CERAWeek 2025.
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Advanced Nuclear Technologies: Driving economic viability and sustainability in energy
12/04/2024
Advanced Nuclear Technologies: Driving economic viability and sustainability in energy
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. • Innovations in Nuclear Technology: An exploration of liquid metal cooled fast reactors, showcasing their enhanced safety and efficiency as a new frontier in nuclear energy. • Economic Viability of Nuclear Power: Highlights the competitive advantages of nuclear energy in meeting rising global energy demands. • AI and Nuclear Efficiency: Insights into how artificial intelligence can optimize operations and drive innovation in nuclear management. • Sustainability and Waste Management: A look at advanced recycling technologies and sustainability practices within the nuclear sector that minimize environmental impact. • Licensing and Regulatory Challenges: An examination of the complexities of regulatory approvals and the need for modernization to support new technologies.
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Navigating Shifts in Energy Demand: Challenges of the data economy and the role of nuclear power
11/21/2024
Navigating Shifts in Energy Demand: Challenges of the data economy and the role of nuclear power
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 this growing demand Importance of Nuclear Energy: The critical role of nuclear power as a stable, carbon-free energy source in meeting increasing energy needs and supporting national priorities Natural Gas and Carbon Capture Technologies: The complementary roles these technologies play in facilitating the energy transition while ensuring reliability and sustainability Innovative Collaborations: The significance of partnerships with major companies like Microsoft in advancing sustainability initiatives and developing time-matched carbon-free energy solutions These pivotal discussions set the stage for CERAWeek 2025, where industry leaders and senior government officials will further explore these critical issues shaping the energy future.
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Beyond the Pledges: What COP29 Means for Climate, Finance, Policy and the Energy Transition
11/13/2024
Beyond the Pledges: What COP29 Means for Climate, Finance, Policy and the Energy Transition
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 Energy Transition and Demand: From rising electricity needs fueled by AI and data centers to a renewed role for nuclear power, they discuss how energy security and infrastructure shifts are influencing decarbonization strategies Policy Impacts: Wærness and Mosby assess the effectiveness of major climate policies, like the IRA and the EU Green Deal, and the role of national commitments in advancing energy transition
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Overcoming Green Hydrogen Scalability Challenges
10/09/2024
Overcoming Green Hydrogen Scalability Challenges
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
09/19/2024
Daniel Yergin Looks Ahead: CERAWeek 2025
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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