Oil Investment: Is the peak behind of ahead of us?

Oil Investment: Is the peak behind of ahead of us?

Investment in new oil supply was $700 billion in 2014 but spending has been well below since. Global refining capacity also declined in 2020 & 2021. Has upstream and downstream investment reached a peak? Will future spending pay off for investors?

Episoder(128)

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 Feb 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 Jan 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 Jan 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 Jan 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 Des 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 Nov 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 Mar 202529min

Bader Al-Attar, Kuwait Petroleum Corporation: Resilience, growth & sustainability

Bader Al-Attar, Kuwait Petroleum Corporation: Resilience, growth & sustainability

In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Bader Al Attar, Managing Director of Planning and Finance at Kuwait Petroleum Corporation (KPC), ...

26 Feb 202524min

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