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Offering insight into the energy future, the CERAWeek Podcast explores what’s ahead for global energy markets, geopolitics, and technology. The series highlights the linkages across industries and the models that are transforming energy.

Hosted by Atul Arya, Chief Energy Strategist at S&P Global, each episode features conversations with senior executives, government officials, thought leaders, technology innovators, and financial leaders to address the defining trends and critical issues that are shaping the energy landscape.

LATEST EPISODE | JANUARY 21, 2025

CERAWeek 2025 Themes:

Toby Rice, EQT Corporation: "The Future of Natural Gas and Energy Security"

In this episode of the CERAWeek Podcast, Daniel Yergin, CERAWeek Chairman, speaks with Toby Rice, President and CEO of EQT Corporation, about the current dynamics of the natural gas market as we move into 2025. They explore the implications of the shale revolution on U.S. energy independence, the role of gas in powering AI infrastructure, permitting and infrastructure challenges in the Marcellus Shale, and the critical role of LNG in global energy security. As the energy landscape evolves, the conversation previews some of the topics that will be explored in March at CERAWeek 2025.

 

Key Topics:

  • Market Dynamics: Anticipated corrections in the natural gas market
  • Shale Revolution: The transformative effect of shale gas on U.S. energy independence
  • Infrastructure Challenges: Permitting approvals and infrastructure investments needed to grow production
  • LNG and Energy Security: The significance of LNG for global gas markets
  • Environmental Objectives: Curbing methane emissions and displacing coal to reduce overall emissions

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Season Two

DECEMBER 26, 2024

CERAWeek 2025 Themes:

Revisiting “Daniel Yergin Looks Ahead”

Dec 4, 2024

Advanced Nuclear Technologies:

Driving economic viability and sustainability in energy

Nov 21, 2024

Navigating Shifts in Energy Demand: Challenges of the data economy and the role of nuclear power

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.

Nov 13, 2024

Beyond the Pledges: What COP29 Means for Climate, Finance, Policy and the Energy Transition

As COP29 unfolds in Baku, Azerbaijan, this CERAWeek Podcast episode dives into the conference’s key topics, from climate financing to global policy alignment. Host Atul Arya, S&P Global Chief Energy Strategist, speaks with Eirik Wærness, Senior Vice President and Chief Economist at Equinor, and Anna Mosby, Head of Global Environmental Policy and Markets at S&P Global.

Oct 9, 2024

Overcoming Green Hydrogen Scalability Challenges

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. 

Sep 18, 2024

Daniel Yergin Looks Ahead: 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.

Season One

Mar 14, 2024

Navigating Supply, Demand, and Prices: Insights into Global Oil Markets Dynamics

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.

Mar 12, 2024

Exploring Global Gas Markets: LNG, Hydrogen, and Low Carbon Gases

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. 

Feb 12, 2024

Post-COP28 Reflections: Navigating Geopolitical and Climate Challenges in Energy

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.

Feb 14, 2024

Powering Ahead: A Conversation with Pedro Pizarro

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.

Feb 7, 2024

Capital Transition: Perspectives for financing dynamics and clean energy

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.

Jan 24, 2024

Cleantech: The business of more energy & lower emissions

In this episode, Atul Arya, Chief Energy Strategist, S&P Global, and host of the CERAWeek Podcast is joined by Edurne Zoco, Executive Director for Clean Technology & Renewables, and Carolyn Seto, Executive Director for Upstream Technology, both from S&P Global discuss the commitments made at COP28 for renewables and energy efficiency, and outlines the perspectives for cleantech.

Jan 10, 2024

Multidimensional Energy Transition: Markets, climate, technology and geopolitics

Atul Arya, Chief Energy Strategist at S&P Global and host of the CERAWeek podcast recently sat down with Dr. Daniel Yergin, Co-Chairman of CERAWeek, Vice Chairman at S&P Global and Pulitzer Prize–winning author and highly respected authority on energy, geopolitics, international affairs and economics. This discussion outlines the theme of CERAWeek 2024: The multidimensional energy transition: markets, climate, technology, and geopolitics.