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, 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.

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, to explore:

• Financing the Transition: The demand for trillions in climate investment drives debate on funding methods, balancing grants and concessional financing with debt-based models to support developing nations
• Energy Transition and Demand: From rising electricity needs fueled by AI and data centers to a renewed role for nuclear power, they discuss how energy security and infrastructure shifts are influencing decarbonization strategies
• Policy Impacts: Wærness and Mosby assess the effectiveness of major climate policies, like the IRA and the EU Green Deal, and the role of national commitments in advancing energy transition

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.