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 discuss how e-fuels—synthetic hydrocarbons made from renewable electricity, water and recycled CO₂—could help decarbonize sectors where electrification is difficult.

The conversation explores how "drop-in" fuels can leverage existing infrastructure, why aviation and shipping are key early markets, and what it will take to scale global production—from certification systems to partnerships across the fuel value chain.

Key topics:

• Producing gasoline from renewable electricity, water and recycled CO₂
• Drop-in fuels that work with today's vehicles and fuel infrastructure
• Scaling e-fuel production and reducing costs through larger facilities
• Sustainable aviation fuel as a key pathway for aviation decarbonization
• Direct air capture as a future CO₂ source for synthetic fuels
• Global carbon accounting and certification systems to enable trade

This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine how molecules and electrons together will shape the next phase of the energy transition. Learn more at ceraweek.com

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 the realities of reducing emissions in a two-billion-ton industry. The conversation examines structural constraints—from coal dependence and infrastructure gaps to global market dynamics—while outlining pragmatic pathways grounded in recycling, energy efficiency and hydrogen innovation.

Key topics:

• The global scale of steel production and its emissions footprint
• The current state and growing potential of steel recycling
• Carbon capture and emissions reductions targets for steel
• "Turquoise hydrogen" as a potential low-carbon pathway
• Incentives, trade dynamics and global "green steel" standards

This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine hard-to-abate sectors, industrial competitiveness and the energy transition. Learn more at ceraweek.com

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, joins Atul to discuss what it will take to scale clean fuels on commercially sound foundations. The conversation examines how the sector is shifting toward industrial maturity—where access to competitive power, risk mitigation and capital discipline determine which projects move forward. High-temperature electrolysis, offering between 20-30% greater efficiency, compared to other electrolyzer technologies illustrates how technology can improve economics—but bankability will ultimately define the pace of deployment. Key topics:

• Moving from hydrogen hype to commercial discipline
• Offtake, risk allocation and project bankability
• Efficiency gains in high-temperature electrolysis
• Scaling manufacturing to reduce costs
• Policy and regulatory drivers shaping demand

This episode builds ahead to CERAWeek 2026, March 23–27, where leaders will examine how technology, capital and policy must align to scale the next phase of the energy transition. Learn more at ceraweek.com

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 for Microsoft's Global Energy & Resources Industry, joins Atul to discuss what this milestone signals for the energy sector as AI demand accelerates.

The conversation explores how AI is driving performance in the power sector, reshaping grid operations, infrastructure development and business processes—highlighting why energy systems are becoming foundational to digital growth and competitiveness.

Key topics:

• Microsoft's 40-gigawatt renewable procurement milestone
• AI as a strategic input for energy systems and economic growth
• AI-driven grid efficiency, reliability and interconnection timelines
• Generative AI for permitting and project acceleration
• Community-first AI infrastructure and system impacts
• Scaling AI across operations, workforce and customer engagement

This episode builds up to CERAWeek 2026, where leaders will examine how AI, electricity demand and infrastructure modernization are reshaping the energy system. Learn more at ceraweek.com

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 and CEO of Mitsubishi Power Americas, joins Atul Arya to discuss what it takes to build power at speed as electricity demand accelerates. The conversation focuses on execution – how manufacturers, utilities and technology partners are scaling equipment supply, project delivery and infrastructure to meet rising demand while advancing decarbonization.

Key topics:

• Surging turbine demand and its signal for power markets
• Competition for manufacturing capacity and longer equipment lead times
• Standardized plant designs and partnerships to accelerate delivery
• Faster permitting and policy shifts enabling new infrastructure
• Carbon capture and hydrogen pathways supporting lower-carbon power

This episode builds up to CERAWeek 2026, March 23–27, Houston, where leaders will examine how the energy industry is scaling generation capacity, accelerating project delivery, and deploying infrastructure to meet rising electricity demand. Learn more at ceraweek.com

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 Strategy and Corporate Development at Saudi Aramco, joins Atul Arya to discuss these dynamics and their impact on energy markets. Key topics include:

• Global demand growth and regional energy disparities
• Investments in supply needed to keep pace with resource depletion rates
• Energy security through diversity of suppliers
• AI's impact on operational efficiencies
• Disciplined approaches to lower-carbon investments

This episode builds up to CERAWeek 2026, where leaders will examine the intersection of energy security, technology deployment and long-term system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com.

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, joins Atul to discuss how energy providers are responding to a new era of accelerating demand, tightening capacity and growing infrastructure needs. The conversation examines how utilities, technology companies and large energy users are adapting—highlighting the growing importance of investment, partnerships and policy frameworks to ensure reliable and affordable power. Key topics include:

• The return of large-scale electricity demand growth after decades of stagnation
• Implications for industry, large energy users, and residential customers
• Expanding generation capacity, modernizing the grid, and virtual power plant solutions
• Collaboration across utilities, hyperscalers, and technology partners
• Policy and permitting reform as critical enablers of new energy infrastructure

This episode builds up to CERAWeek 2026, where leaders will examine the convergence of demand growth, infrastructure investment and system resilience. Join the conversation March 23–27, 2026, in Houston. Learn more at ceraweek.com

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 Industries at Amazon Web Services (AWS), on how this shift is changing the energy landscape.

The conversation explores how Amazon is scaling its global data center footprint while driving efficiency, investing in carbon-free energy, and working directly with utilities to support grid reliability. A recurring theme in the discussion is that decisions around compute and power are becoming increasingly interconnected, raising the importance of collaboration between data center operators and the energy industry.

The discussion covers:

• AI-driven demand and its implications for power planning
• How cloud service providers engage with utilities and grid operators
• How energy, technology and public policies are coordinated - and where tensions emerge
• Energy efficiency gains, performance per watt improvements and impacts on the grid
• Energy security, sovereignty and system resilience

This conversation builds up to CERAWeek 2026, highlighting the convergence of energy, technology, and policy—and why cross-sector dialogue is becoming essential as digital and physical infrastructure scale together. Join us March 23-27 in Houston, Texas. Learn more at ceraweek.com.

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 strategy—placing energy security alongside decarbonization—and what this shift means for Asia and the global energy transition. The conversation explores Japan's evolving approach to nuclear power, renewables and system reliability amid rising power demand driven by AI, digitalization and industrial growth. It also examines JOGMEC's role in enabling technology deployment and investment across Asia, where emissions growth and energy security challenges will shape global climate targets.

Key themes include:

• Japan's latest Strategic Energy Plan and the renewed role of nuclear power
• Balancing energy security, affordability, decarbonization, and public trust
• Mobilizing private capital through risk-sharing and bankable projects
• Technology pathways across hydrogen, ammonia, CCUS, and renewables
• Critical minerals and the geopolitical risks shaping the energy transition

The episode previews the perspective JOGMEC brings to CERAWeek 2026—focused on security, partnership, and execution across a rapidly changing global energy system. Learn more at ceraweek.com

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 across the energy value chain. As AI transforms electricity demand while reshaping operations, risk management and competitiveness, the conversation previews a new two-day executive education program launching at CERAWeek 2026: "Generative AI for Energy Executives: Intelligence per Watt."

Key topics include:

• AI's dual role as a major new source of power demand and catalyst for efficiency and resilience
• How AI is reshaping operating models, infrastructure planning and competitive business advantages
• The management, governance and cultural challenges of deploying AI at scale
• Emerging risks around data, reliability and autonomous systems
• Why energy leaders can no longer afford a wait-and-see approach to adopting generative AI

This episode frames the strategic questions energy executives must confront as AI, power systems and geopolitics increasingly converge—setting the stage for the leadership conversations at CERAWeek 2026.