CERAWeek Podcast with Atul Arya

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 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 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

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, 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, 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, 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, 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.