EnergyCents

Charif Souki on the Future of LNG: Glut Myths, Infrastructure, and Global Demand (Ep. 244)

This week on EnergyCents, Hill Vaden and Sam Humphreys speak with LNG pioneer Charif Souki about the extraordinary rise of the US from LNG importer to global export leader — and what that means for markets, infrastructure, and energy security. Souki pushes back on fears of an LNG glut, warns that the Permian gas bottleneck is becoming economically unsustainable, and argues that AI-driven power demand is forcing a fundamental rethink of how quickly the industry can build. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]

Talking emissions accounting with Carbon Measures (Ep. 243)

Carbon Measures represents a coalition of businesses working to reduce emissions by establishing a more accurate carbon accounting framework. Carbon Measures CEO Amy Brachio joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to discuss how applying financial accounting principles to emissions measurement can help align performance standards and help businesses differentiate their products. Learn more about Carbon Measures at: https://www.carbonmeasures.org/ [https://www.carbonmeasures.org/] Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]

Applying AI agents to industrial operations with UptimeAI (Ep. 242)

San Francisco-based UptimeAI develops agentic software that can diagnose root causes of problems discovered in the industrial processes of energy, chemicals, manufacturing and utilities sectors. The solution-seeking software then recommends corrective actions and uses continuous learnings to adapt over time. Uptime AI CEO Jagadish Gattu joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to discuss how venture-backed UptimeAI can expand its clients' profit margins by applying its agentic software and why the company is working toward an eventual IPO. Learn more about UptimeAI at: https://www.uptimeai.com/about/ [https://www.uptimeai.com/about/] Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]

Talking policy with the US Department of Energy (Ep. 241)

Energy policy has been a major focus of American politics for decades as government planners try to balance often competing priorities around affordability, availability, and climate. Dr. Ashley Nunes, Director of the Office of Policy at the U.S. Department of Energy, joins hosts Hill Vaden and Sam Humphreys from the sidelines of CERAWeek to share his perspectives from a little more than a year guiding policy with Secretary of Energy Chris Wright. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]

Don't stop believing: ReconAfrica's Namibia Journey

Namibia has been in the headlines for its giant offshore discoveries, which have opened up a wealth of opportunities in the region. But in 2025, ReconAfrica made the country's first onshore discovery, persevering with an exploration campaign that proves that if you trust in the geology, you might just find what you're looking for. ReconAfrica CEO Brian Reinsborough joins hosts Hill Vaden and Sam Humphreys live at CERAWeek 2026 to discuss the company's upcoming production tests and future opportunities in Namibia and Angola. Learn more about ReconAfrica at: https://www.reconafrica.com [https://www.reconafrica.com] Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en [https://www.spglobal.com/energy/en]