In this episode of the CERAWeek Podcast, Atul Arya, Chief Energy Strategist at S&P Global, speaks with Ricardo Markous, CEO of Tecpetrol, about Vaca Muerta’s transformative role in Argentina’s energy landscape. They explore its vast potential, the strategic role of LNG in meeting demand, and Argentina’s position in the global energy market. The conversation also addresses key challenges and opportunities in developing critical infrastructure and previews the important dialogues ahead at CERAWeek 2025.

Key Topics:

• Resource Potential: Exploring the vast reserves of oil and gas in Vaca Muerta
• LNG Development: The role of liquefied natural gas in enhancing Argentina's export capabilities
• Economic Impact: How Vaca Muerta can support Argentina's economic growth and energy independence
• Investment in Innovation: How funding tech ventures and startups drives the energy transition and develops new sustainable technologies
• Latin America's Role: The significance of Latin America in the evolving global energy landscape

CERAWeek "Moving Ahead: Energy strategies for a complex world" is taking place March 10-14, 2025 in Houston, Texas. Learn more at ceraweek.com

In this episode of the CERAWeek Podcast, Atul Arya, S&P Global Chief Energy Strategist, speaks with Sanjiv Lamba, CEO and Member of the Board of Directors at Linde, about the transformative role of industrial gases in advancing decarbonization, energy efficiency, and innovations in manufacturing. Their conversation highlights the essential function of these gases in everyday life—powering healthcare, enabling manufacturing, and supporting technology, from medical oxygen to semiconductors. They set the stage for CERAWeek 2025, where global leaders will gather to address the critical challenges and opportunities shaping the future of energy.

Highlights from the discussion include:

• Decarbonization Strategies: Exploring approaches to reduce carbon emissions, including the development of hydrogen production and carbon capture technologies.
• Technological Innovation: Examining the impact of AI and machine learning on enhancing operational efficiency in the industrial gases sector.
• Cross-Industry Collaboration: How partnerships with leading companies, including projects involving carbon capture, hydrogen, and decarbonization, demonstrate the power of joint innovation in tackling global energy challenges.
• Healthcare Applications: The essential role of industrial gases in medical oxygen supply and healthcare delivery.
• Leadership and Talent Development: Insights on cultivating leadership and talent to navigate the evolving energy landscape.

• Market Dynamics: Anticipated corrections in the natural gas market
• Shale Revolution: The transformative effect of shale gas on U.S. energy independence
• Infrastructure Challenges: Permitting approvals and infrastructure investments needed to grow production
• LNG and Energy Security: The significance of LNG for global gas markets
• Environmental Objectives: Curbing methane emissions and displacing coal to reduce overall emissions