CERAWeek Podcast with Atul Arya
About
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.
November 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 at CERAWeek 2026 | Convergence and Competition: Energy, Technology and Geopolitics, March 23-27, 2026.