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

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David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project

David Rabley, Accenture, on Why AI Is a Business Strategy, Not an IT Project

Recorded live at CERAWeek 2026, this episode features David Rabley, Global Energy Strategy Lead at Accenture, in conversation with Atul on how energy companies are moving AI from experimentation to re...

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

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

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

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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

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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

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