Recorded live at CERAWeek 2026, this episode features David Rabley, Global Energy Strategy Lead at Accenture, in conversation with Atul on how energy companies are moving AI from experimentation to real business value.

From reprocessing legacy data to optimizing operations across the energy value chain, AI is becoming embedded in core workflows. Yet only a small share of companies are seeing meaningful results—highlighting the gap between deploying tools and transforming how the business operates.

Key topics:

• AI across the energy value chain—from legacy data to operations
• Why only ~10% of companies are seeing real AI performance
• AI as a business strategy, not an IT initiative
• The 70/30 shift: investing more in people and change than technology
• From efficiency gains to new sources of growth

This episode, recorded live at CERAWeek 2026, highlights how energy companies are moving beyond AI pilots toward enterprise-wide transformation—an increasingly central theme in the convergence of energy, technology and business strategy.

The energy transition is increasingly becoming an energy expansion, as electrification, industrial growth and AI-driven demand accelerate the need for reliable electricity. In this episode, Morten Wierod, CEO and President of ABB, joins Atul to discuss how rising power demand is reshaping priorities for grids, infrastructure and industrial systems worldwide.

The conversation highlights why grid resilience is emerging as a national security issue, illustrated by the 2025 blackout in Spain and Portugal that left 65 million people without power. As electricity becomes more central to economic activity, reliable grids are now critical infrastructure priorities.

Key topics:

• The shift from energy transition to energy expansion as electricity demand accelerates
• Grid resilience as a national security priority in an increasingly electrified world
• Energy efficiency as a hidden hero, with potential savings exceeding 10% of global electricity consumption
• Electrification, AI-driven demand and automation reshaping industrial energy systems

Energy demand continues to grow, but the defining feature of today's energy system is volatility.

In this episode, Nick Studer, Incoming Chief Executive Officer of Marsh Risk, President and Chief Executive Office of Olivier Wyman, joins Atul alongside Mark Pellerin, Global Head of Energy & Natural Resources at Oliver Wyman, to discuss how rising uncertainty is reshaping decision-making across the energy sector—and why risk management and insurability are increasingly shaping which energy projects get financed and built.

Key topics:

• Risk management shifting from operational issue to board-level priority
• The surge in power demand from data centers and implications for infrastructure investment
• Bankability and insurability shaping the pace of new energy technologies
• A "commercially smart" energy transition where profitability and sustainability must coexist
• Climate adaptation and resilience as growing balance-sheet considerations

This episode builds ahead to CERAWeek 2026, March 23–27 in Houston, where leaders will examine how risk, resilience and capital allocation are shaping the next phase of the global energy system. Learn more at ceraweek.com