AI, Energy, and Geopolitics: Insights from Davos 2026
Amid geopolitical friction, economic uncertainty, and rapid technological disruption, the World Economic Forum's Annual Meeting in Davos convenes global leaders around a "spirit of dialogue." In this episode of the Look Forward Podcast, host Molly sits down with S&P Global Ratings Chief Global Economist Paul Gruenwald and S&P Global Energy Chief Strategist Atul Arya, fresh to Switzerland, to unpack what mattered most—and what it signals for 2026.
Together, they explore how AI is "moving the macro needle" through a data-center investment boom, and whether the next phase will deliver the…
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