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, 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.