CERAWeek Podcast with Atul Arya

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 Aramco, 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 ceraweek.com.

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 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 ceraweek.com.

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 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 ceraweek.com

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: "Generative AI for Energy Executives: Intelligence per Watt."   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 CERAWeek 2026.

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 ceraweek.com

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 ceraweek.com

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 ceraweek.com

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 vehicles (EVs), they speculate on future demand drivers and potential peaks. Looking ahead to CERAWeek, they highlight key focus areas for the energy industry amid shifting market dynamics.

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 potential competitive advantage for the US in creating a green hydrogen industry under the International Renewable Energy Agency (IRA) and highlight the importance of low carbon gases in the energy transition. The episode concludes with insights into what attendees can expect at CERAWeek regarding natural gas, LNG, hydrogen, and low carbon gases.

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 into the pivotal US-China relationship concerning energy and climate and examine the volatile European energy markets. Looking ahead to CERAWeek 2024, they provide insights into themes and discussions at the intersection of geopolitics and climate change, offering a glimpse into critical dialogues to come.

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 innovation ecosystem, and the role policy, financing and supply chains will play in achieving these targets. Go to ceraweek.com/Agora to learn more about Innovation Agora @CERAWeek 2024, where a community of technologists, startup entrepreneurs, VCs and investors, thought leaders, policy makers and corporate innovators will gather March 18-22, 2024, in Houston, Texas, to advance solutions to the greatest challenges facing our energy and environmental future. To learn about CERAWeek and its speakers and agenda and to register, please visit ceraweek.com.

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, multi-technology to multi-energy. CERAWeek 2024 will highlight the linkages of these topics across industries and showcase the partnerships and collaborative models that are transforming energy.  CERAWeek will take place March 18-22, 2024 in Houston, TX. To learn more about speakers, agenda and registration, please visit ceraweek.com.  

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 ceraweek.com

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 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 CERAWeek 2025, where global energy leaders will explore strategies 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 ceraweek.com

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 ceraweek.com  

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 ceraweek.com

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 ceraweek.com

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.

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

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.