Navigating Supply, Demand, and Prices: Insights into Global Oil Markets Dynamics

Navigating Supply, Demand, and Prices: Insights into Global Oil Markets Dynamics

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.

Jaksot(129)

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

Context Labs, Williams, and Jonah Energy and their collaboration on Carbon Management Strategies

Context Labs, Williams, and Jonah Energy and their collaboration on Carbon Management Strategies

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, engages in a compelling discussion with industry leaders Matt Berchtold, Chief Product Officer at Context Lab...

5 Maalis 202529min

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