CERAWeek Podcast with Atul Arya

CERAWeek by S&P Global
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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.

  1. 1D AGO

    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 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.

    23 min

  2. 3D AGO

    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 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

    26 min

  3. JAN 21

    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 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.

    29 min

  4. JAN 14

    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 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

    26 min

  5. JAN 7

    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 convergence and competition between energy, technology and geopolitics.   Key topics: A shifting geopolitical order and the impact of great-power rivalry Competition for capital, driven by AI and rising power demand The strategic role of critical minerals in energy and technology supply chains China's technological positioning and global influence Infrastructure, permitting and policy challenges shaping investment decisions   These dynamics sit at the heart of CERAWeek 2026, where global leaders will come together to address energy security, technological transformation, and geopolitical risk. Tune in to the full episode—and join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com

    35 min

  6. 12/10/2025

    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 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

    25 min

  7. 11/26/2025

    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 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

    10 min

  8. 03/05/2025

    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 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

    30 min
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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.

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