CERAWeek Podcast with Atul Arya
Business & Finance
About
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.
Episodes
- David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project
Recorded live at CERAWeek 2026, this episode features David Rabley, Global Energy Strategy Lead at Accenture , in conversation with Atul on how energy companies are moving AI from experimentation to real business value. From reprocessing l…
- 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, Morten Wierod, CEO and President of ABB , joins A…
- 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, Nick Studer, Incoming Chief Executive Officer of Marsh Risk, President and Chief Executive Office of Olivier Wyman , joins A…
- 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. Meg Gentle, Executive Director of the Board at HIF Global , joins Atul Arya to discuss how e-fuels—synthetic hydrocarbons…
- 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…
- 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, Kim Hedegaard, CEO of Power-to-X at Topsoe , joins Atul to discuss what it will take…
- 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. Hanna Grene, Global Go-to-Market and Innovation Leader for Microsoft's Global Energy & Resources In…
- 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. Bill Newsom, President and CEO of Mitsubishi Power Americas , join…
- 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, Ashraf Al Ghazzawi, Executive Vice President for Strategy and Corporate Development at Saudi A…
- 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, Lawrence Coben, Chair & CEO of NRG Energy , joins Atul to discuss how energy provid…
- 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 Uwem Ukpong, Vice President for Industries at Amazon Web Services (AWS) , on ho…
- Prof. Jun Arima (JOGMEC) on Energy Security, Nuclear and Japan's Path to Decarbonization
In this episode, Atul speaks with Professor Jun Arima, Chief Sustainability Officer at the Japan Organization for Metals and Energy Security (JOGMEC) , on how Japan is recalibrating its energy strategy—placing energy security alongside dec…
- 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 tr…
- 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…
- 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 conve…
- 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 Geopoliti…
- 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…
- 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 Prod…
- Bader Al-Attar, Kuwait Petroleum Corporation: Resilience, growth & sustainability
In this episode of the CERAWeek Podcast, Atul Arya , Chief Energy Strategist at S&P Global, speaks with Bader Al Attar , Managing Director of Planning and Finance at Kuwait Petroleum Corporation (KPC), about KPC's approach to balancing pro…
- 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 critic…
- 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—supplyi…
- 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 potent…
- 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 decarboniza…
- 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 implication…
- 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…
- 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 tra…
- 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 driv…
- 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, S…
- 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 produc…
- 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 th…
- Navigating Supply, Demand, and Prices: Insights into Global Oil Markets Dynamics
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 d…
- Exploring Global Gas Markets: LNG, Hydrogen, and Low Carbon Gases
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 re…
- Post-COP28 Reflections: Navigating Geopolitical and Climate Challenges in Energy
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 t…
- Powering Ahead: A Conversation with Pedro Pizarro
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 land…
- Capital Transition: Perspectives for financing dynamics and clean energy
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 S…
- Cleantech: The business of more energy & lower emissions
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,…
- Multidimensional Energy Transition: Markets, climate, technology and geopolitics
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 authori…
- CERAWeek Day 5
CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using t…
- CERAWeek Day 4
CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using t…
- CERAWeek Day 3
CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using t…
- CERAWeek Day 2
CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using t…
- CERAWeek Day 1
CERAWeek, The World's Premier Energy Event is taking place in Houston, TX March 6-10, 2023 Stream selected sessions: https://ceraweek.com/promo/cw23-live.html Engage with us on LinkedIn, Twitter, Facebook, and join the conversation using t…
- Understanding the Quest for a Price Cap on Russian Oil
On September 2, the G7 announced it would pursue a price cap on Russian oil. How would such a plan work? U.S. Treasury Department officials explore its complex dimensions and their impact for the international community.
- How to Take Carbon Management to the Next Level?
The energy industry – and the oil and gas sector in particular – needs to demonstrate continual improvement in its efforts to decarbonize its business. Great improvements have been made, but what options are available to get to the next le…
- Global Agribusiness in Transition: Climate, conflict & decarbonization
S&P Global experts unpack issues of decarbonization, biofuels, regional conflicts, growing demand and future sources of supply and explore where we are headed with agricultural price, volatility and availability.
- Energy Under Attack: Ukraine's Resolve to Rebuild Conversation with Ukraine's Minister of Energy
As of mid-October, Ukraine's energy system has been under attack, denying power to more than 30% of the country. Energy Minister Herman Halushchenko makes real the impact – and how Ukraine seeks to rebuild and persevere. This conversation…
- Oil Investment: Is the peak behind of ahead of us?
Investment in new oil supply was $700 billion in 2014 but spending has been well below since. Global refining capacity also declined in 2020 & 2021. Has upstream and downstream investment reached a peak? Will future spending pay off for in…
- The Future Of Copper In The Energy Transition
Copper – the "metal of electrification" – is essential to the energy transition. Could a looming mismatch between available copper supply and future copper demand present challenges to the achievement of Net Zero Emissions by 2050 goals?
- Financing a Just Transition to Sustainable Energy
Energy capacity additions in emerging markets are key to meeting global climate goals. How can low carbon technologies be deployed at scale in those markets? What are the most effective instruments & partnerships to facilitate capital flow…
- IHS Markit's Atul Arya on energy transition targets and strategies
Global CO2 emissions appeared to decline last year but figures today show that any reduction was short-lived. What elements of the energy transition have the strongest impact? What challenges lie ahead for companies to meet their 2030 targ…