• WPC 2024
  • March 18-22, 2024

Atul Arya

S&P Global Commodity Insights

Senior Vice President & Chief Energy Strategist

Atul Arya, Senior Vice President and Chief Energy Strategist, S&P Global, is responsible for integrating energy content, analysis and insights across the entire energy value chain and for C-suite client engagements. Atul’s areas of expertise include energy strategy, climate change, energy transition, renewables, CCS, Hydrogen, clean energy technologies, upstream oil and gas and energy markets. He has previously led Energy Insight, Research and Analysis, and Energy Research teams at IHS and IHS Markit and held leadership positions with bp globally in oil and gas, solar PV, technology planning and corporate strategy. Atul has served on boards of several companies and institutions including Tata BP Solar, Green Mountain Energy and National Council for Atmospheric Research. He was a member of the World Economic Forum’s Agenda Councils on Climate Change, Advanced Energy Technologies & Future of Oil and Gas and served as Adjunct Senior Fellow at Council on Foreign Relations. Atul was the Study Director for the US National Petroleum Council's report Principles and Oil & Gas Industry Initiatives and Technologies for Progressing to Net Zero (2022). He led the S&P team on Global Energy Solutions Initiative and was the lead author of the Report on Multidimensional Energy Transition (2023) .  Atul led the program design and was lead moderator for India Energy Forum by CERAWeek from 2017 to 20121.   He is a speaker and moderator at public conferences, company boards and industry events and is a member of the CERAWeek leadership team. Atul holds B.S., M.S. and Ph.D. degrees in engineering.

Sessions With Atul Arya

Wednesday, 20 March

  • 08:15am - 10:00am (CST) / 20/mar/2024 01:15 pm - 20/mar/2024 03:00 pm

    Executive Conference Opening Session

    Positioning for the next Upturn as Energy and Materials Transition Accelerate

    8:15 AM: Welcome to WPC 2024 - Mark Eramo, Global Head of Fuels, Chemicals & Resource Solutions, S&P Global Commodity Insights    
    8:20 AM:  President's Welcome - Saugata Saha, President, S&P Global Commodity Insights  

    Setting the Stage - S&P Global Outlooks - Moderator: Lyn Tattum, Vice President, Head of Events, S&P Global Commodity Insights    
    8:25 AM:  It’s All About The Landing - Paul Gruenwald, Global Chief Economist, S&P Global Ratings

    Following a synchronized rise in policy rates, growth is now unsynchronized across major economies. The U.S. is outperforming whereas in Europe activity is flat. The common macro thread comprises strong labor markets and spending on services, fiscal tailwinds, and lingering core price pressures. Inflation has likely peaked as have policy rates, but central banks are on guard against declaring victory too early. Our higher-for-longer view applies both to policy rates and market interest rates, real and nominal. Caution among developed market central banks is constraining potential rate cuts in emerging markets. The next macro challenge is to "stick the landing." The risks to our soft-landing baseline look balanced. Strong labor markets and fiscal tailwinds are driving the upside, whereas uncertainties about the lagged transmission of cumulative rate hikes since early 2022 are driving the downside.

    8:45AM: From Ideology to Pragmatism: Multidimensional Transition - Atul Arya, Senior Vice President, Energy, S&P Global Commodity Insights 

    9:00 AM: Geopolitical Turmoil and Energy Challenges  - Carlos Pascual, Senior Vice President, Head of Geopolitics & International Affairs, S&P Global Commodity Insights
    9:20 AM: Continental Divide How North America and the Middle East create oil price cycles—and why this matters - Jim Burkhard, Vice President & Head of Research for Oil Markets, Energy and Mobility, S&P Global Commodity Insights
    9:40 AM: Q&A -  Moderator: Lyn Tattum, Vice President, Head of Events, S&P Global Commodity Insights