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.