CERAWeek Podcast with Atul Arya

In this episode of the CERAWeek Podcast, host Atul Arya, S&P Global Chief Energy Strategist, welcomes Jacob DeWitte, Co-Founder and CEO of Oklo. As the world seeks clean and sustainable energy solutions, this discussion delves into the transformative potential of advanced nuclear technologies and their role in navigating the evolving energy landscape. Join us as we discuss the potential for next generation nuclear technologies and to continue setting the stage for CERAWeek 2025, where industry leaders and policymakers will gather to shape the future of energy. • Innovations in Nuclear Technology: An exploration of liquid metal cooled fast reactors, showcasing their enhanced safety and efficiency as a new frontier in nuclear energy. • Economic Viability of Nuclear Power: Highlights the competitive advantages of nuclear energy in meeting rising global energy demands. • AI and Nuclear Efficiency: Insights into how artificial intelligence can optimize operations and drive innovation in nuclear management. • Sustainability and Waste Management: A look at advanced recycling technologies and sustainability practices within the nuclear sector that minimize environmental impact. • Licensing and Regulatory Challenges: An examination of the complexities of regulatory approvals and the need for modernization to support new technologies.

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.

Eirik Wærness, Senior VP and Chief Economist at Equinor, and Anna Mosby, Head of Global Environmental Policy at S&P Global, share insights from COP29 in Baku. They discuss vital climate financing needs, emphasizing trillions in investments to support developing nations. The conversation highlights the role of nuclear energy in future energy security and the effectiveness of policies like the IRA and EU Green Deal. They also stress the importance of collaborative global efforts to align economic growth with decarbonization goals, tackling the climate crisis head-on.

In this episode, Jimmy Rojas, CEO of EVOLOH, shares how his upbringing in Costa Rica and passion for education led him to MIT and the world of hydrogen technology. He discusses EVOLOH's innovative approach to reducing green hydrogen production costs by using low-risk technologies and localized supply chains. Jimmy also reflects on his participation in the Agora Pod program at the Innovation Agora. He offers insights into the potential of green hydrogen and advice for aspiring engineers and entrepreneurs—a valuable listen as we look ahead to CERAWeek 2025.

In the inaugural episode of the second season of the CERAWeek Podcast, host Atul Arya, Chief Energy Strategist at S&P Global, engages with Dr. Daniel Yergin, Chairman of CERAWeek and Vice Chairman of S&P Global. This discussion explores the pivotal developments in energy, geopolitics, and climate change since CERAWeek 2024, focusing on the complex interplay of global events shaping the energy landscape. As we look to CERAWeek 2025, their conversation highlights emerging themes including energy security, technological innovations, and the North-South divide.

In this episode of the CERAWeek Podcast, Atul Arya hosts James R. Burkhard and Shin Kim from S&P Global, diving deep into the current state and outlook of oil markets. They explore the unexpected calmness amidst physical and geopolitical disruptions, examining factors influencing prices and the effectiveness of price caps. The conversation also delves into developments in Russian oil production and exports, alongside the growing share of non-OPEC production globally. With insights into the enduring US production boom and evolving oil demand dynamics, including the impact of electric vehicles (EVs), they speculate on future demand drivers and potential peaks. Looking ahead to CERAWeek, they highlight key focus areas for the energy industry amid shifting market dynamics.

In the upcoming episode of the CERAWeek Podcast, host Atul Arya is joined by Shankari Srinivasan and Catherine Robinson from S&P Global Commodity Insights to discuss the current state of the global gas market. They analyze the impact of recent US government decisions on LNG export permits and explore the ongoing debate surrounding natural gas as a transition fuel. The conversation delves into definitions of low carbon gases, including hydrogen, and examines critical factors for scaling green hydrogen, such as technology, finance, and business models. Additionally, they explore the potential competitive advantage for the US in creating a green hydrogen industry under the International Renewable Energy Agency (IRA) and highlight the importance of low carbon gases in the energy transition. The episode concludes with insights into what attendees can expect at CERAWeek regarding natural gas, LNG, hydrogen, and low carbon gases.

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist, S&P Global is joined by Carlos Pascual, SVP, Geopolitics and International Affairs, S&P Global, to dissect the aftermath of COP28, scrutinizing its outcomes and the energy sector's contributions. They explore achievements in methane emissions reduction and evaluate the impact of the Inflation Reduction Act (IRA) on a global scale. Shifting focus to geopolitical landscapes, Arya and Pascual analyze current global dynamics, including surprising stability in oil markets amidst broader turbulence. They delve into the pivotal US-China relationship concerning energy and climate and examine the volatile European energy markets. Looking ahead to CERAWeek 2024, they provide insights into themes and discussions at the intersection of geopolitics and climate change, offering a glimpse into critical dialogues to come.

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, sits down with Pedro Pizarro, President and CEO of Edison International and Chairman of EEI, to delve into key topics powering ahead the energy landscape: COP28 reflections: Renewables tripling, energy efficiency doubling Timeline for U.S. Net-Zero electricity Growth of U.S. and California electricity demand Progress on IIJA and IRA, facing siting and permitting challenges Supply chain disruptions, especially equipment availability Cybersecurity's AI impact on critical infrastructure AI's broader impact on energy sector EEI's 2024 priorities CERAWeek preview

Climate finance and diplomacy was the focus of this episode of the CERAWeek Podcast hosted by Atul Arya, Chief Energy Strategist, S&P Global, with guest speakers Martina Chung, President, S&P Global Ratings and Executive Lead, S&P Global Sustainable1, and Peter Gardett, Executive Director, Financial and Capital Markets, S&P Global Commodity Insights. The commitments made at COP28—by corporations, banks and private investors were arguably as important and as impactful as what governments were doing—to provide billions of dollars in capital for the long-term transition away from fossil fuels. The energy and capital transition has also proved to be a profitable place for long-term private equity and private debt funds to play. The speakers also discussed the need to increase the percentage of climate mitigation and adaptation investment flowing into low- to middle-income countries.