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CERAWeek Podcast with Atul Arya

CERAWeek Podcast with Atul Arya

Written by: CERAWeek by S&P Global
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CERAWeek Podcast with Atul Arya is a series by the world's premier energy conference. This show offers insight into the energy future by exploring what's ahead for global energy markets, geopolitics, and technology. On each episode, we highlight the linkages across industries and the models that are transforming energy. Hosted by Atul Arya, Chief Energy Strategist at S&P Global, this bi-weekly podcast features conversations with senior executives, government officials, thought leaders, technology innovators, and financial leaders.All rights reserved Politics & Government
Episodes
  • Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale
    Feb 24 2026

    Heavy-duty gas turbine demand in the Americas has grown more than six-fold in five years, a clear signal that the power sector is racing to deliver new generation capacity.

    Bill Newsom, President and CEO of Mitsubishi Power Americas, joins Atul Arya to discuss what it takes to build power at speed as electricity demand accelerates. The conversation focuses on execution – how manufacturers, utilities and technology partners are scaling equipment supply, project delivery and infrastructure to meet rising demand while advancing decarbonization.

    Key topics:

    • Surging turbine demand and its signal for power markets
    • Competition for manufacturing capacity and longer equipment lead times
    • Standardized plant designs and partnerships to accelerate delivery
    • Faster permitting and policy shifts enabling new infrastructure
    • Carbon capture and hydrogen pathways supporting lower-carbon power

    This episode builds up to CERAWeek 2026, March 23–27, Houston, where leaders will examine how the energy industry is scaling generation capacity, accelerating project delivery, and deploying infrastructure to meet rising electricity demand. Learn more at ceraweek.com

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    25 mins
  • Ashraf Al Ghazzawi, Saudi Aramco, on Energy Security and Why Supply Still Drives the Energy Transition
    Feb 19 2026

    Rising global energy demand, security of supply and long-term investment decisions are shaping the future of the energy system. In this episode, Ashraf Al Ghazzawi, Executive Vice President for Strategy and Corporate Development at Saudi Aramco, joins Atul Arya to discuss these dynamics and their impact on energy markets.

    Key topics include:

    • Global demand growth and regional energy disparities
    • Investments in supply needed to keep pace with resource depletion rates
    • Energy security through diversity of suppliers
    • AI's impact on operational efficiencies
    • Disciplined approaches to lower-carbon investments

    This episode builds up to CERAWeek 2026, where leaders will examine the intersection of energy security, technology deployment and long-term system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com.

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    28 mins
  • Lawrence Coben, NRG Energy, on Collaboration and the Electricity Demand "Supercycle"
    Feb 17 2026

    Rising electricity demand from AI, data centers, and electrification is reversing decades of flat load growth and reshaping power markets. In this episode, Lawrence Coben, Chair & CEO of NRG Energy, joins Atul to discuss how energy providers are responding to a new era of accelerating demand, tightening capacity and growing infrastructure needs.

    The conversation examines how utilities, technology companies and large energy users are adapting—highlighting the growing importance of investment, partnerships and policy frameworks to ensure reliable and affordable power.

    Key topics include:

    • The return of large-scale electricity demand growth after decades of stagnation
    • Implications for industry, large energy users, and residential customers
    • Expanding generation capacity, modernizing the grid, and virtual power plant solutions
    • Collaboration across utilities, hyperscalers, and technology partners
    • Policy and permitting reform as critical enablers of new energy infrastructure

    This episode builds up to CERAWeek 2026, where leaders will examine the convergence of demand growth, infrastructure investment and system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com

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    25 mins
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