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,…
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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…
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 grid…
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…
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…
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…
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,…
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…
