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 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.

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.

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.

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

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.

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.