Beyond the Pledges: What COP29 Means for Climate, Finance, Policy and the Energy Transition

Beyond the Pledges: What COP29 Means for Climate, Finance, Policy and the Energy Transition

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

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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