Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion

Morten Wierod, ABB, on the Shift from Energy Transition to Energy Expansion

The energy transition is increasingly becoming an energy expansion, as electrification, industrial growth and AI-driven demand accelerate the need for reliable electricity. In this episode, Morten Wierod, CEO and President of ABB, joins Atul to discuss how rising power demand is reshaping priorities for grids, infrastructure and industrial systems worldwide.

The conversation highlights why grid resilience is emerging as a national security issue, illustrated by the 2025 blackout in Spain and Portugal that left 65 million people without power. As electricity becomes more central to economic activity, reliable grids are now critical infrastructure priorities.

Key topics:

  • The shift from energy transition to energy expansion as electricity demand accelerates
  • Grid resilience as a national security priority in an increasingly electrified world
  • Energy efficiency as a hidden hero, with potential savings exceeding 10% of global electricity consumption
  • Electrification, AI-driven demand and automation reshaping industrial energy systems

Jaksot(130)

Lawrence Coben, NRG Energy, on Collaboration and the Electricity Demand "Supercycle"

Lawrence Coben, NRG Energy, on Collaboration and the Electricity Demand "Supercycle"

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, j...

17 Helmi 25min

Uwem Ukpong (AWS) on the Power Convergence: AI Demand and Grid Capacity

Uwem Ukpong (AWS) on the Power Convergence: AI Demand and Grid Capacity

Cloud and AI providers are no longer passive consumers of energy—they are shaping how and where new capacity gets built. In this episode, Atul Arya speaks with Uwem Ukpong, Vice President for Industri...

12 Helmi 23min

Prof. Jun Arima (JOGMEC) on Energy Security, Nuclear and Japan's Path to Decarbonization

Prof. Jun Arima (JOGMEC) on Energy Security, Nuclear and Japan's Path to Decarbonization

In this episode, Atul speaks with Professor Jun Arima, Chief Sustainability Officer at the Japan Organization for Metals and Energy Security (JOGMEC), on how Japan is recalibrating its energy strateg...

10 Helmi 26min

Generative AI for Energy Executives: A Conversation with MIT Faculty John R. Williams and Abel Sanchez

Generative AI for Energy Executives: A Conversation with MIT Faculty John R. Williams and Abel Sanchez

In this episode of the CERAWeek Podcast with Atul Arya, Atul is joined by MIT faculty leaders Professor John R. Williams and Dr. Abel Sanchez to examine the impact of generative AI for senior leaders ...

21 Tammi 29min

Can AI Solve Its Own Energy Challenge? A Conversation with Varun Sivaram, Emerald AI

Can AI Solve Its Own Energy Challenge? A Conversation with Varun Sivaram, Emerald AI

In this episode of the CERAWeek Podcast with Atul Arya, Atul sits down with Varun Sivaram, Founder and CEO of Emerald AI, to examine how the rapid expansion of AI data centers is transforming electric...

14 Tammi 25min

Inside CERAWeek 2026: Energy, Markets and Shifting Geopolitics

Inside CERAWeek 2026: Energy, Markets and Shifting Geopolitics

In the final installment of this two-part series of the CERAWeek Podcast with Atul Arya, guest host Naki Mendoza is joined by Carlos Pascual and Roger Diwan to examine the dynamics shaping the agenda ...

7 Tammi 35min

CERAWeek 2026: Convergence and Competition — Energy, Technology, and Geopolitics

CERAWeek 2026: Convergence and Competition — Energy, Technology, and Geopolitics

In this special episode of the CERAWeek Podcast with Atul Arya, Daniel Yergin and Atul Arya join guest host Naki Mendoza to reveal the thinking behind the CERAWeek 2026 theme: "Convergence and Competi...

10 Joulu 202525min

What Happens When the Worlds of Gas, Power, Minerals and Artificial Intelligence Collide?

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 artif...

26 Marras 20259min

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