CERAWeek Podcast with Atul Arya

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 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 mean...

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 Atul to discuss how rising power demand is reshaping priorities for grids, infrastructure and industrial systems worldwide.    The conversation highlights why gri...

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 Atul alongside Mark Pellerin, Global Head of Energy & Natural Resources at Oliver Wyman, to discuss how rising uncertainty is reshaping decision-making across the...

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 made from renewable electricity, water and recycled CO₂—could help decarbonize sectors where electrification is difficult. The conversation explores how "drop-i...

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...

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 to scale clean fuels on commercially sound foundations. The conversation examines how the sector is shifting toward industrial maturity—where access to competi...

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 Industry , joins Atul to discuss what this milestone signals for the energy sector as AI demand accelerates.   The conversation explores how AI is driving perfor...

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 , joins Atul Arya to discuss what it takes to build power at speed as electricity demand accelerates. The conversation focuses on execution – how manufacturers, uti...

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...

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 providers are responding to a new era of accelerating demand, tightening capacity and growing infrastructure needs. The conversation examines how utilities, technology...

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, investi...

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, renewable...

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...

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 w...

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...

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...

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,...

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 innovat...

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 c...

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...

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, dyna...

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 opport...

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 healthca...

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 S...

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 St...