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CERAWeek Podcast with Atul Arya

CERAWeek Podcast with Atul Arya

De: CERAWeek by S&P Global
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CERAWeek Podcast with Atul Arya is a series by the world's premier energy conference. This show offers insight into the energy future by exploring what's ahead for global energy markets, geopolitics, and technology. On each episode, we highlight the linkages across industries and the models that are transforming energy. Hosted by Atul Arya, Chief Energy Strategist at S&P Global, this bi-weekly podcast features conversations with senior executives, government officials, thought leaders, technology innovators, and financial leaders.All rights reserved Política y Gobierno
Episodios
  • Meg Gentle, HIF Global, on Scaling E-Fuels for Aviation and Heavy Transport
    Mar 12 2026

    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

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    23 m
  • José Fonrouge, Ternium, on Decarbonizing Steel in a Two-billion-ton Industry
    Mar 10 2026

    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

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    25 m
  • Kim Hedegaard, Topsoe, on Moving Beyond the Hydrogen Hype
    Mar 5 2026

    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

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