Capital Transition: Perspectives for financing dynamics and clean energy

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.

The commitments made at COP28—by corporations, banks and private investors were arguably as important and as impactful as what governments were doing—to provide billions of dollars in capital for the long-term transition away from fossil fuels.

The energy and capital transition has also proved to be a profitable place for long-term private equity and private debt funds to play. The speakers also discussed the need to increase the percentage of climate mitigation and adaptation investment flowing into low- to middle-income countries.

Jaksot(128)

Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport

Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport

Low-carbon fuels could work in today's engines, pipelines and refineries—without rebuilding the entire energy system. Meg Gentle, Executive Director of the Board at HIF Global, joins Atul Arya to disc...

12 Maalis 23min

José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry

José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry

Steel accounts for 9% of global greenhouse gas emissions—making it one of the most challenging sectors to decarbonize. José Fonrouge, Global Environmental Director at Ternium, joins Atul to discuss th...

10 Maalis 25min

Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype

Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype

Green hydrogen is entering a more disciplined phase—where project viability and secured offtake matter more than headline announcements. In this episode, Kim Hedegaard, CEO of Power-to-X at Topsoe, jo...

5 Maalis 23min

Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables

Hanna Grene, Microsoft, on Matching 100% of Global Electricity Demand with Renewables

Microsoft has matched 100% of its annual global electricity consumption with renewable energy—contracting 40 gigawatts across 26 countries.   Hanna Grene, Global Go-to-Market and Innovation Leader fo...

26 Helmi 26min

Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale

Bill Newsom, Mitsubishi Power Americas, on the Race to Deliver Power at Scale

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 a...

24 Helmi 24min

Ashraf Al Ghazzawi, Saudi Aramco, on Energy Security and Why Supply Still Drives the Energy Transition

Ashraf Al Ghazzawi, Saudi Aramco, on Energy Security and Why Supply Still Drives the Energy Transition

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 Strat...

19 Helmi 27min

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

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