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The rapid expansion of AI-driven data centers is putting unprecedented pressure on energy supply, emissions and water availability. At the start of 2026, S&P Global named AI and data center growth as a top sustainability trend to watch, and it was a dominant theme at both Climate Week Zurich and CERAWeek 2026 in Houston, where the conference title was "Convergence and Competition." In this episode of the All Things Sustainable podcast, we explore how the tech and energy industries are converging to meet the growing power demands of AI while also protecting the planet and local communities. In three interviews from the sidelines of CERAWeek, we ask how companies can deliver reliable energy to power AI without sidelining affordability, emissions, water and community concerns. Arshad Mansoor, President and CEO of the Electric Power Research Institute (EPRI), explains how the research organization is convening stakeholders across the energy ecosystem to meet growing energy demand. "Without convergence, without the stakeholders coming together to solve critical policy issues, technical issues, regulatory hurdles, we will not be able to bring speed to power," Arshad says. We talk to Alexis Bateman, Head of Sustainability at Amazon Web Services (AWS), the cloud-computing and technology services subsidiary of Amazon. She discusses why one of the world's largest hyperscalers takes a "multipronged" approach to powering AI infrastructure that balances grid reliability and sustainability. "We have to play both sides of the coin," Alexis says. "We have customers that are reliant on our cloud services every single day, and so we have to be a reliable partner for them. At the same time, our first choice will always be carbon-free energy and making sure that we have a steady supply." And we sit down with Lydia Krefta, Senior Director of Electrification and Decarbonization at one of the largest US utilities, Pacific Gas and Electric Company. PG&E operates in the heart of Silicon Valley, and Lydia explains how the utility is managing the build-out needed for both electrification and data centers. Lydia also highlights a less-discussed bottleneck in the AI build-out: human capital. Even where capital and technology exist, utilities still need enough skilled workers to plan, permit and construct the infrastructure required to meet surging demand. Further reading and listening: Beneath the surface: Water stress in data centers | S&P Global CSO Insights: California's biggest utility talks decarbonization, climate adaptation and AI energy demands | S&P Global S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global Copyright ©2026 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights). This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
The rush to capitalize on agentic capabilities is in full swing in enterprise, but there is caution in operational settings, like industrial control systems. Getting to autonomy in these environments requires a greater consideration in design and implementation and Cody Falcon of ABB joins host Eric Hanselman to continue a conversation that started at CERAWeek to explore the many aspects that should be in consideration. Risk is, of course, much greater in physical systems and AI requires more complex guardrails to manage it. But the greater challenge is in building trust. AI's ability to handle scope and scale can be tremendously valuable in control systems and the ready availability of telemetry and operational data give implementations a solid base to work from. The journey to autonomy is one that has to be built on proven successes. As with any new employee, agents will need to build trust. More S&P Global Content: The CERAWeek conference Next in Tech | Ep. 259: The RSAC Conference – Agents on The Loose AI in action: unleashing agentic potential 2026 Trends in Information Security For S&P Global subscribers: Redefining OT security and ensuring operational continuity in the age of hybrid, AI-driven OT Tech Trend in Focus: Digital twins in the oil and gas industry 2026 Trends in IoT, Edge & Digital Industries Key learnings from the CERAWeek Chief AI Officer Leadership Circle Credits: Host/Author: Eric Hanselman Guest: Cody Falcon, Global Digital Portfolio & Technology Leader, Energy Industries, ABB Producer/Editor: Feranmi Adeoshun Published With Assistance From: Sophie Carr, Kyra Smith, Dylan Scheible
Was Wirtschaftsministerin Katherina Reiche will, hat sie von Anfang an gesagt: Klimaschutz ja, aber nicht zu jedem Preis. Die Energieversorgung soll sichergestellt sein und die Kosten sollen runter. Dazu will sie nun grob 10 Gigawatt neue Gaskraftwerke staatlich fördern und Subventionen für Erneuerbare Energien streichen. Viele Klimaschützer sind entsetzt. Sie sagen, "Gas-Kathi" beerdige die Energiewende durch die Hintertür. Dazu passt, dass Reiche auf der CERAWeek in den USA das EU-Klimaziel für 2050 und den CO2-Preis in Frage gestellt hat. Aber wie sehr bringen Reiches Pläne die Energiewende wirklich in Gefahr? Susanne Tappe und Arne Schulz haben für das ARD Klima Update mit vielen Wissenschaftlern und Experten aus der Energiebranche gesprochen. Die Antwort ist komplexer, als es zunächst scheint. Kraftwerksstrategie: Braucht Deutschland die geplanten Kapazitäten wirklich? https://www.sciencemediacenter.de/angebote/kraftwerksstrategie-braucht-deutschland-die-geplanten-kapazitaeten-wirklich-26092 Cera-Week: Reiche stellt Klimaziele für 2050 infrage https://www.handelsblatt.com/politik/international/cera-week-reiche-stellt-klimaziele-fuer-2050-infrage/100209606.html und https://www.ceraweek.com/en?videoId=6391540491112 Wollt ihr auch zwischen zwei Folgen ARD Klima Update gut informiert bleiben? Dann abonniert unseren Newsletter unter: https://www.mdr.de/klima Und hier noch unser Podcast-Tipp für euch - das philosophische Radio über irreversible Klimaschäden: https://www.ardsounds.de/episode/urn:ard:episode:3472fb253b598e9e/
Energy has moved back to the center of corporate strategy and public policy—and AI is a major reason why. In this episode of the Look Forward Podcast from S&P Global, host Aries Poon is joined by S&P Global experts Aneesh Prabhu, Ashutosh Singh, and Raoul LeBlanc to discuss the fast-changing energy reality now confronting utilities, investors, and governments. Related Research: Look Forward: Energy Futures Upstream is back … but different Has the electrotech age arrived? More Look Forward: Look Forward Homepage
On Earth Day, Lisa Friedman, reporter covering climate policy and politics at The New York Times, talks about her reporting on how EPA administrator Lee Zeldin has drastically changed the mission of the EPA, and more related environmental and climate news.Photo: Environmental Protection Agency Administrator Lee Zeldin is shown during CERAWeek by S&P Global in Houston Wednesday, March 25, 2026. (Melissa Phillip/Houston Chronicle via Getty Images)
Jonathan Goldberg of Carbon Direct joins Tom Heintzman, Vice Chair, Energy & Climate Finance, to discuss key observations from this year's CERAWeek energy conference, and why the most compelling investment opportunities sit at the intersection of AI proliferation and energy efficiency. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
Ernest Moniz was the 13th US secretary of energy, serving from 2013 to January 2017. During his tenure he was part of the team, along with then-Secretary of State John Kerry, that negotiated the 2015 Iran nuclear agreement. Moniz currently serves as founder and CEO of the EFI Foundation, a nonprofit dedicated to supporting the transition to a low-carbon energy future. In this episode, Dan Testa speaks with Moniz on the sidelines of the CERAWeek by S&P Global conference in Houston, to hear the former secretary's perspectives on the current war with Iran and the impacts on oil and gas markets, as well as how the conflict could accelerate adoption of other forms of energy. Moniz also weighs in on steeply rising US power demand forecasts, which new energy technologies hold promise and possible “bumps in the road” for the energy transition. This episode also features information about the Platts Global Power Markets Conference, scheduled for April 13-15 in Las Vegas. Click here to register or learn more about the conference. Related content: (Subscriber content) QatarEnergy expects 3-5 years to repair LNG facilities after strikes (Subscriber content) Iran war disrupting supply chains more so than COVID: Saudi finance minister (Subscriber content) Crude exports from inside Strait of Hormuz plunge 70% since onset of war: CAS
Ernest Moniz was the 13th US secretary of energy, serving from 2013 to January 2017. During his tenure he was part of the team, along with then-Secretary of State John Kerry, that negotiated the 2015 Iran nuclear agreement. Moniz currently serves as founder and CEO of the EFI Foundation, a nonprofit dedicated to supporting the transition to a low-carbon energy future. In this episode, Dan Testa speaks with Moniz on the sidelines of the CERAWeek by S&P Global conference in Houston, to hear the former secretary's perspectives on the current war with Iran and the impacts on oil and gas markets, as well as how the conflict could accelerate adoption of other forms of energy. Moniz also weighs in on steeply rising US power demand forecasts, which new energy technologies hold promise and possible "bumps in the road" for the energy transition. This episode also features information about the Platts Global Power Markets Conference, scheduled for April 13-15 in Las Vegas. Click here to register or learn more about the conference. Related content: (Subscriber content) QatarEnergy expects 3-5 years to repair LNG facilities after strikes (Subscriber content) Iran war disrupting supply chains more so than COVID: Saudi finance minister (Subscriber content) Crude exports from inside Strait of Hormuz plunge 70% since onset of war: CAS
We present a Special Episode of SmarterMarkets™, bringing you exclusive interviews from S&P Global's CERAWeek 2026. SmarterMarkets™ was in Houston last week for CERAWeek to partner with S&P Global. We sat down with participants at the energy industry's most influential annual conference. The theme for this year's conference was Convergence and Competition: Energy, Technology, and Geopolitics – and the implications of the conflict in Iran were on everyone's mind. We've compiled a selection of those interviews into this Special Episode of SmarterMarkets™. If you would like to listen to the full interviews, they are available on the SmarterMarkets™ Presents media portal. They're also available on our second podcast channel, SmarterMarkets™ Presents. Our guests are: Arjun Murti – Partner at Veriten & Publisher of "Super-Spiked" on Substack Susan Sakmar – Visiting Professor at University of Houston Law Center & Board Member of Flex LNG Jeff Currie – Chief Strategy Officer of Energy Pathways, Carlyle Radhika Krishnan – Chief Product and Technology Officer, Quorum Software Michael Greenstone – Director, Energy Policy Institute at the University of Chicago (EPIC) David Keith – Founding Faculty Director, Climate Systems Engineering Initiative, University of Chicago
As energy demand surges, how is the U.S. Department of Energy supporting breakthrough technologies to strengthen grid resilience? ARPA-E Director Conor Prochaska shares how the agency is identifying and advancing high-impact solutions, including fusion (which he thinks is getting closer), advanced nuclear, next-generation geothermal, long duration storage and more to help meet growing demand. But technology alone isn't enough. Prochaska also highlights the critical role of public-private partnerships and faster commercialization pathways in bringing these innovations to scale. We recorded this live at CeraWeek in Houston and will be joining the ARPA-E Energy Innovation Summit next week. Hope to see you in San Diego.
In this episode of the All Things Sustainable podcast we speak with Dirk Forrister, President and CEO of the International Emissions Trading Association (IETA), to discuss the role of carbon markets in tackling climate change. We sat down for the interview on the sidelines of CERAWeek, the annual S&P Global energy conference that convenes stakeholders from across the energy ecosystem. Dirk explains how carbon markets in some of the world's largest economies are undergoing fundamental changes in 2026, at a time when war in the Middle East has put energy security and affordability squarely in the spotlight. "International cooperation on climate through markets has the potential of cutting the cost in half in achieving the Paris objectives," Dirk tells us. "And in times like these when government budgets are stressed, the only way of mobilizing the kind of capital that's needed is through market-based solutions." Despite geopolitical unrest and pushback on climate action in parts of the world, Dirk says business and industry leaders remain committed to long-term decarbonization targets. "Companies take a long view," Dirk says. "They do not start investing in climate change as a whim for just a year or two. They're investing for long term." Listen to recent podcast episodes about carbon markets: How trade mechanisms, AI and innovation will influence global carbon markets in 2026 | S&P Global The role of carbon markets in protecting and restoring nature | S&P Global The All Things Sustainable podcast will be live in London April 29. Learn more and register to attend: Sustainable1 Summit 2026: Turning Uncertainty into Opportunity | S&P Global Learn more about the inaugural Climate Week Zurich, where All Things Sustainable will be the official podcast: Climate Week Zurich | 4-9 May 2026 Copyright ©2026 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights). This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
What impact is the war in Iran having on nuclear security? If President Trump ever follows through on his threat to "obliterate" Iran's largest power plants, what risks would that create at the Iranian nuclear power plant at Bushehr? What impact does AI have on nuclear security, as well as on energy innovation more broadly? Join host David Sandalow as he discusses these issues and more with former U.S. Energy Secretary Ernest Moniz, in a special episode of the AI, Energy and Climate Podcast recorded at CERAWeek. This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices
What impact is the war in Iran having on nuclear security? If President Trump ever follows through on his threat to "obliterate" Iran's largest power plants, what risks would that create at the Iranian nuclear power plant at Bushehr? What impact does AI have on nuclear security, as well as on energy innovation more broadly? Join host David Sandalow as he discusses these issues and more with former U.S. Energy Secretary Ernest Moniz, in a special episode of the AI, Energy and Climate Podcast recorded at CERAWeek. This material is distributed by TRG Advisory Services, LLC on behalf of the Embassy of the United Arab Emirates in the U.S.. Additional information is available at the Department of Justice, Washington, DC. Learn more about your ad choices. Visit megaphone.fm/adchoices
On this special episode of the Energy Security Cubed Podcast, Kelly Ogle and Joe Calnan discuss Canada's representation at CERAWeek, their oil price predictions for April, updates on the Iran war, and more. // Donate to CGAI here: buy.stripe.com/28o29deEmeCH1ck8ww // - Kelly Ogle is a member of the Board of Directors of the Canadian Global Affairs Institute - Joe Calnan is VP, Energy and Calgary Operations at the Canadian Global Affairs Institute. // Recording date: March 31, 2026 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.
Last week, at a time when the war with Iran has been roiling global energy markets, executives from energy companies all over the world gathered for CERAWeek, the “Super Bowl” of energy conferences. But as Marketplace's Elizabeth Trovall tells us, conflict in the Middle East wasn't the only hot topic there. Trovall joins Kimberly to discuss how the energy sector is confronting a wide range of disruptions, from geopolitics to technology.Here's everything we talked about today:"At "Super Bowl of the energy industry," war in the Middle East is the hot topic" from Marketplace"Gas prices eclipse $4 a gallon in the US, the highest since 2022" from AP News"How Blocking Oil and Gas From Leaving the Strait of Hormuz Ripples Around the World" from The New York Times"Venezuela oil production has reached 1.1 mln bpd in March" from Reuters "Energy demand from AI " from the International Energy Agency Got a question about the Iran war and its impact on the global economy? Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
Last week, at a time when the war with Iran has been roiling global energy markets, executives from energy companies all over the world gathered for CERAWeek, the “Super Bowl” of energy conferences. But as Marketplace's Elizabeth Trovall tells us, conflict in the Middle East wasn't the only hot topic there. Trovall joins Kimberly to discuss how the energy sector is confronting a wide range of disruptions, from geopolitics to technology.Here's everything we talked about today:"At "Super Bowl of the energy industry," war in the Middle East is the hot topic" from Marketplace"Gas prices eclipse $4 a gallon in the US, the highest since 2022" from AP News"How Blocking Oil and Gas From Leaving the Strait of Hormuz Ripples Around the World" from The New York Times"Venezuela oil production has reached 1.1 mln bpd in March" from Reuters "Energy demand from AI " from the International Energy Agency Got a question about the Iran war and its impact on the global economy? Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.
From CERAWEEK 2026 in Houston, host Jeff Mower, Director of Americas Oil News, is joined by Senior Upstream Editor Ashok Dutta, oil news editor Binish Azhar, and oil policy reporter Eamonn Brennan to break down the conference's energy security focus. With the Strait of Hormuz largely closed and the Trump administration negotiating with Tehran while signaling it wants to cap oil price spikes, policymakers and executives clash over how fast supply can respond. The crew explores non-Middle East supply opportunities, including rising US Gulf Coast crude fixtures, constrained by pipeline and completion capacity, and a new wave of Canadian barrels pushing toward Asia via the Pacific. A high-stakes reform pitch for Venezuela meets some skepticism.
This week on the podcast, Jackie and Peter unpack key themes from the CERAWeek conference held in Houston from March 23–27, 2026. Highlights from the conference include: Canada is back on the global stage: Senior political leaders promoted energy investment opportunities, with notable alignment between federal and provincial governments. Iran conflict and the Strait of Hormuz: Experts from multiple perspectives shared views on the conflict and the challenges of reopening the Strait, with general agreement that doing so would be difficult. U.S. energy dominance and permitting reform: Senior U.S. officials shared goals to expand energy production and streamline permitting processes to accelerate project development. Energy security for importers: Ongoing geopolitical uncertainty is reinforcing the need for diversified energy supply (across energy types and geographic sources) and increased domestic production among importing countries. AI and electricity demand: While innovation continues, electricity supply is still considered the key constraint on the pace of AI-driven growth. Quiet momentum in clean energy: Despite reduced policy support and funding, companies continue advancing technologies, with potential for meaningful breakthroughs in the years ahead. Content referenced on this podcast: National Petroleum Council study on permitting reform, “Bottleneck to Breakthrough: A Permitting Blueprint to Build” (2025) NVIDIA and Emerald AI Join Leading Energy Companies to Pioneer Flexible AI Factories as Grid Assets (March 23, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
Today, POLITICO's James Bikales and Kelsey Tamborrino unpack the biggest takeaways from CERAWeek 2026, one of the world's most influential energy conferences, as the industry grapples with geopolitical tensions, rising demand from artificial intelligence, and shifting U.S. policy. They also break down POLITICO's exclusive interviews with Interior Secretary Doug Burgum and EPA Administrator Lee Zeldin, plus a few under-the-radar storylines from the conference. Kelsey Tamborrino is a reporter covering clean energy for POLITICO. James Bikales is an oil and gas reporter for POLITICO. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy. Stefan Todorovic is the video producer of POLITICO Energy. Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO's E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here: ➤ X: https://x.com/politico/ ➤ Instagram: / politico ➤ Facebook: / politico For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices
We present a Special Episode recorded this past week at S&P Global's CERAWeek 2026 in Houston, TX, where the theme was Convergence and Competition: Energy, Technology and Geopolitics. David Greely sat down with Aldo Flores-Quiroga in the Podcast Studio in the Nexus Ballroom at CERAWeek. Aldo is Non Resident Fellow for Latin America Energy Studies at the Center for Energy Studies (CES) at Rice University's Baker Institute for Public Policy. David and Aldo discuss the role of convergence and competition in the North American energy industry, as well as global geopolitics following the U.S. military actions in Venezuela and Iran.
WATCH the video on Substack by clicking the play button above or on YouTube (here).STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app.DOWNLOAD a pdf of a lightly edited transcript using the blue Download button below. There is no power point slide deck this week.We spent the past week in Houston at the always great CERAWeek conference hosted by S&P Global. On behalf of all my colleagues at Veriten, a big thank you to Dan Yergin and the entire S&P Global team for putting on a great event. CERAWeek 2026 came amidst what is now week four of the War in Iran and the continued de facto closure of the Strait of Hormuz. We are recording this late on Wednesday, March 25 and as always hope that by the time this is released on Saturday morning, the Strait will have reopened to normal flows and the war ended. Its ongoing closure is simply untenable for the global economy. It is ultimately not good for energy companies, which is our focus area, even if current oil and gas pricing is elevated. A quick end to the war and the reopening of the Strait is the best-case scenario for energy companies everywhere.This week we'll provide some takeaways from CERAWeek 2026. We will bucket our takeaways in 3 key themes: (1) Macro outlook and scenarios; (2) The day after the war ends, what comes next for energy companies? (3) What unexpected changes will come from this crisis?Our current plan is to not publish Super-Spiked over Easter/Passover weekend. We hope everyone is able to take some time off.Subscribe to Super-Spiked to receive all content. Also available at https://veriten.com.
Today marks the last day of CERAWeek, the annual energy industry conference sometimes described as the Davos of energy. As oil and gas CEOs and government officials gathered in Houston, efforts to broker a ceasefire in Iran failed, and US oil and gasoline prices whipsawed. Speaking at the conference, Energy Secretary Chris Wright said that the current supply disruptions would be short term, framing rising energy costs as a trade-off for the administration's goal of regime change in Iran. Meanwhile, some oil and gas CEOs warned of coming shortages and said the supply shock is not yet reflected in energy prices. So, aside from a prevailing sense of instability, what are the takeaways from this year's CERAWeek? Where is the energy crisis headed from here? What have the supply shocks changed about how the industry thinks about risk and resource planning? How are events in the Gulf affecting the renewable, coal, and nuclear energy markets? And what does it all mean for global energy security? Today, in a special edition of Columbia Energy Exchange, Jason Bordoff talks to Bloomberg opinion columnist Javier Blas to recap the events of the past week and to discuss how oil and gas supply disruptions are reverberating across the industry. Prior to joining Bloomberg in 2015, Javier held a number of roles at the Financial Times, including Africa editor and the commodities editor. He is also the co-author of The World for Sale: Money, Power and the Traders Who Barter the Earth's Resources. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.
As the Iran War entered its fourth week, Houston hosted S&P Global's CERA Week. Where leaders from across the energy & natural resources sector mingle with policy wonks and senior government officials from around the world. This CERA Week was as noticeable for its last minute absences, doom-scrolling, braves faces and some swagger both from big oil and big clean tech. Nick Kumbleben of Greenmantle gives us his take on the vibe and key discussion points.
We are now nearly a month into the U.S.-Israeli war on Iran. The conflict has lasted much longer than some energy experts initially expected — and it has built up an unprecedented crisis that is set to cascade from Asia to the rest of the world.On this episode of Shift Key, Rob chats in Houston with Karim Fawaz, an oil and refineries expert and a director in the energy and natural resources group at S&P Global Energy.Rob and Karim discuss whether the world is already locked into an energy crisis — even if Trump ends the war now. They also talk about why jet fuel has been particularly hard hit and how this crisis could reshape the long-term trajectory of the energy industry — and even of climate change itself.This episode was recorded on the sidelines of CERAWeek by S&P Global, the big annual energy conference in Houston, Texas. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Previously on Shift Key: Why the Iran War Is a Warning for Natural GasAlso on Heatmap: The Energy Supply Shock of the Iran War Changes Everything--This episode of Shift Key is sponsored by …Accelerate your clean energy career with Yale's online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale's online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
This week's episode of the All Things Sustainable podcast brings you coverage from CERAWeek, the annual weeklong energy conference that S&P Global hosts in Houston, Texas. Known as the "Davos of energy," the gathering convenes government and private sector leaders from across the energy ecosystem. At CERAWeek 2026, we heard how war in the Middle East is reshaping the way companies and countries manage the energy trilemma of energy security, energy affordability and energy sustainability. "It reminds us again that energy security requires diversity of sources and supply chains," Lord John Browne tells us in an interview on the sidelines of the conference. "It will remind us again that we have to think about the energy mix." Lord Browne was Group Chief Executive of oil and gas major British Petroleum (BP) from 1995 to 2007 and is now Chairman and Co-Founder of BeyondNetZero, the climate growth equity fund of investment firm General Atlantic. Climate remains on the agenda, he says, "but it has to be blended as always, with security and with affordability." Learn more about CERAWeek 2026 here: CERAWeek by S&P Global | The World's Premier Energy Conference | CERAWeek S&P Global's All Things Sustainable podcast is the official podcast of Climate Week Zurich. Learn more about the inaugural Climate Week Zurich here: Climate Week Zurich | 4-9 May 2026 Copyright ©2026 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights). This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
Balanço da CERAWeek, com Gabriela Ruddy e André Ramalho by agência eixos
Measuring and reducing upstream methane emissions is critical for US gas producers, particularly as they look to export their product to markets like Europe and Asia, and as the tech industry turns to gas as a key solution to its voracious power demand. In this episode, from the CERAWeek by S&P Global conference in Houston, co-host Dan Testa talks with Courtney Loper, head of government relations and public affairs for EQT Corp., one of the largest US gas producers and pipeline operators, about the steps the company has taken to improve methane measuring. Also joining the episode is Ben Webster, director of policy at MiQ, a nonprofit providing data and certifications to understand and reduce methane emissions.
Measuring and reducing upstream methane emissions is critical for US gas producers, particularly as they look to export their product to markets like Europe and Asia, and as the tech industry turns to gas as a key solution to its voracious power demand. In this episode, from the CERAWeek by S&P Global conference in Houston, co-host Dan Testa talks with Courtney Loper, head of government relations and public affairs for EQT Corp., one of the largest US gas producers and pipeline operators, about the steps the company has taken to improve methane measuring. Also joining the episode is Ben Webster, director of policy at MiQ, a nonprofit providing data and certifications to understand and reduce methane emissions.
When it comes to advanced nuclear generation, most North American power producers are in the study and development phases. But Ontario Power Generation is currently constructing the first of four small modular nuclear reactors at its Darlington facility, with the first 300-MW unit scheduled to complete construction and connect to the grid by 2030. The other three reactors are scheduled to be complete in the mid-2030s, totaling 1,200 MW of firm capacity from advanced nuclear reactors. In this episode, Dan Testa speaks with OPG President and CEO Nicolle Butcher, from the sidelines of the CERAWeek by S&P Global conference in Houston, about the state of the advanced nuclear project so far, how OPG selected this reactor design and why public power providers, like OPG in Canada and the Tennessee Valley Authority in the US, are taking the first steps to build advanced nuclear generation in North America.
The U.S. government has reportedly provided Iran with a peace proposal even though Tehran continuously denies direct talks are happening. President Trump voices optimism that a deal can be struck. Oil prices fall as a result with Brent settling near the $100-mark while European and U.S. futures move to the green on hopes of de-escalation in the Gulf. Shell CEO Wael Sawan has warned that Europe could face potential fuel shortages by next month should the conflict continue while TotalEnergies CEO Patrick Pouyanné told CNBC at CERAWeek in Houston that refining margins are soaring to unprecedented levels.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week, our guest is the Honourable Tim Hodgson, Canada's Minister of Energy and Natural Resources. The conversation was recorded at CERAWeek in Houston on March 24, 2026. Here are some of the questions Jackie asked Minister Hodgson: How is Canadian energy being perceived at CERAWeek, particularly in the context of the war in the Middle East? Do you expect that Canada will meet the Prime Minister's targets of 50 million tonnes per annum of LNG exports by 2030 and potentially double that by 2040? What steps is Canada taking to attract the hundreds of billions in capital required to advance and build major projects, particularly amid strong competition from the United States? With the first deadline for the Alberta–Ottawa Memorandum of Understanding (MOU) just one week away, what progress has been made, and what are the prospects for advancing a 1 MMB/d oil pipeline to access Asian markets? Is Canada fiscally competitive, especially given its carbon pricing and policy framework compared to the United States? And finally, what opportunities lie ahead for Canada in electricity generation growth? Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify
La guerre en Iran fait flamber les prix du pétrole et booste les profits des compagnies occidentales. Mais derrière ces gains records se cache un paradoxe : cette crise pourrait aussi fragiliser durablement leur modèle économique. Le conflit dans le Golfe illustre parfaitement la sensibilité des marchés énergétiques aux tensions géopolitiques. Lorsqu'un événement perturbe une région clé comme le golfe Persique, les réactions sont immédiates. Cette zone est en effet centrale pour l'approvisionnement énergétique mondial, avec une grande partie du pétrole et du gaz qui transite par un point stratégique : le détroit d'Ormuz. Dès que la guerre menace la production ou le transport, les prix flambent. C'est exactement ce que l'on observe aujourd'hui, avec une hausse rapide des cours du pétrole et du gaz. Pour les compagnies pétrolières occidentales, c'est une véritable aubaine. Leur modèle est simple. Elles vendent une ressource dont le prix est fixé à l'échelle mondiale. Résultat, quand les prix montent, leurs revenus explosent. Une entreprise qui produit du pétrole aux États-Unis, en mer du Nord ou en Afrique n'est pas directement touchée par les bombardements au Moyen-Orient, mais profite pleinement de la hausse des prix. Chaque baril vendu rapporte davantage, ce qui fait bondir les marges. Dans ces périodes de crise, les grandes compagnies peuvent ainsi afficher des profits records. À écouter aussiDétroit d'Ormuz bloqué : peut-on vraiment contourner cette route clé du pétrole mondial? Des profits fragiles face à l'instabilité du conflit Mais ce qui ressemble à un jackpot à court terme est en réalité très fragile. Car ces profits reposent sur une situation profondément instable : la guerre. Et donc sur une forte imprévisibilité. Un cessez-le-feu pourrait faire chuter les prix très rapidement. Et dans ce cas, tout le secteur devrait s'ajuster brutalement : réduction des investissements, gel des projets, voire suppressions d'emplois. Autrement dit, les gains d'aujourd'hui peuvent devenir les difficultés de demain. Par ailleurs, toutes les compagnies ne sont pas logées à la même enseigne. Certaines sont directement exposées au Moyen-Orient. Des infrastructures sont endommagées, des puits fermés, des sites de production à l'arrêt. Pour les groupes impliqués dans la région, cela peut représenter des pertes de plusieurs milliards de dollars. À écouter aussiÉnergie : la CERAWeek 2026 au cœur d'un choc pétrolier mondial et des tensions géopolitiques Transport, transition énergétique : des risques durables pour le secteur À ces difficultés s'ajoutent les risques liés au transport. Dans une zone de guerre, les pétroliers deviennent vulnérables. Si les navires ne peuvent plus circuler normalement ou si les coûts d'assurance explosent, toute la chaîne logistique est perturbée. Et même avec des prix élevés, certaines entreprises peuvent se retrouver bloquées. Enfin, la flambée des prix de l'énergie a des conséquences plus profondes. Lorsque le pétrole et le gaz deviennent trop chers ou trop incertains, les États et les entreprises accélèrent leur transition vers des alternatives : énergies renouvelables, nucléaire, efficacité énergétique ou électrification. Ces solutions deviennent alors plus attractives. C'est là le cœur du paradoxe. La guerre peut doper les profits à court terme, mais fragiliser l'avenir du secteur. Les compagnies pétrolières occidentales se retrouvent ainsi prises dans une double contrainte : bénéficier des tensions géopolitiques tout en subissant une instabilité croissante, qui menace à la fois leurs activités et la demande future.
When it comes to advanced nuclear generation, most North American power producers are in the study and development phases. But Ontario Power Generation is currently constructing the first of four small modular nuclear reactors at its Darlington facility, with the first 300-MW unit scheduled to complete construction and connect to the grid by 2030. The other three reactors are scheduled to be complete in the mid-2030s, totaling 1,200 MW of firm capacity from advanced nuclear reactors. In this episode, Dan Testa speaks with OPG President and CEO Nicolle Butcher, from the sidelines of the CERAWeek by S&P Global conference in Houston, about the state of the advanced nuclear project so far, how OPG selected this reactor design and why public power providers, like OPG in Canada and the Tennessee Valley Authority in the US, are taking the first steps to build advanced nuclear generation in North America.
On this episode of the Energy Security Cubed Podcast, we feature a re-run where Kelly Ogle and Joe Calnan interview Greg Brew about the Trump Administration's possible stance toward Iran and the wider Middle East. For the intro, Joe unpacks the meaning of attacks on energy infrastructure in the Persian Gulf and the discussions at CERAWeek. --- Guest: Greg Brew is a CGAI Fellow, an analyst with Eurasia Group's Energy, Climate & Resources team focusing on the geopolitics of oil and gas, and Eurasia Group's country analyst for Iran. Hosts: Kelly Ogle is a Director of the Canadian Global Affairs Institute. Joe Calnan is VP Energy and Calgary Operations at the Canadian Global Affairs Institute. Reading recommendation: "The Great Transformation: China's Road from Revolution to Reform" by Odd Arne Westad and Chen Jian: https://www.amazon.ca/Great-Transformation-Chinas-Revolution-Reform/dp/0300267088 --- Interview recording Date: January 23, 2025 // Energy Security Cubed is part of the CGAI Podcast Network. Follow the Canadian Global Affairs Institute on Facebook, Twitter (@CAGlobalAffairs), or on LinkedIn. Head over to our website at www.cgai.ca for more commentary. // Produced by Joe Calnan. Music credits to Drew Phillips.
As Iran denies President Trump's assertion that the U.S. and Iran have held talks to end the war, CNBC's Dan Murphy reports from Dubai. Former deputy national security advisor for the Trump administration Victoria Coates shares her perspective on the region's future, including support for reliable, secure internet in Iran. On the ground at CERAWeek with the world's energy executives, Brian Sullivan reports on oil pricing and supply amid the Iran War. Plus, prediction markets Kalshi and Polymarket are moving to ban insider trading, asset management giant Apollo is limiting withdrawals this quarter in the latest concerning signal in private credit, and Valley National CEO Ira Robbins shares what he's seeing from the small and medium sized businesses that he banks. Dan Murphy - 04:09 Brian Sullivan - 17:41 Victoria Coates - 24:44 Ira Robbins - 36:26 In this episode: Dan Murphy, @dan_murphy Brian Sullivan, @SullyCNBC Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
On Tuesday's show: The annual CERAWeek energy conference is taking place in Houston this week. We learn about protests planned during the event and about some of the conference's high-profile speakers. And we dig into the state of the energy industry amid ever-rising oil prices.Also this hour: Anti-Islamic rhetoric is on the rise. We discuss how Houston-area Muslims are responding and what they're thinking about their future in Texas.Then, we discuss the contributions of women to space exploration and how to better highlight their stories ahead of an event Thursday on that subject. We talk with Margot Lee Shetterly, author of the book Hidden Figures, and Melanie A. Adams, interim director of the Smithsonian American Women's History Museum.And the third-annual Houston Bookstore Crawl takes place during the month of April, with 31 independent bookstores across the area taking part. We revisit a conversation with three bookstore operators about why the business of books continues to thrive and what readers can expect to find in Greater Houston's diverse bookstore scene.Watch
24 Mar 2026. Airlines worldwide are changing routes and raising prices due to rising jet fuel costs. We look at how high ticket prices could go with aviation expert Nick Humphrey. Emirates NBD has also revised its oil forecast - economist Dan Richards breaks down what that means for the UAE economy. Plus, hospitality push through the uncertainty: Andre Gerschel has recently opened Barrafina in DIFC, and Dennis McGettigan joins us on his latest acquisition. See omnystudio.com/listener for privacy information.
Réunie à Houston, la CERAWeek 2026 se tient dans un contexte de crise majeure marqué par les tensions au Moyen-Orient. Flambée des prix du pétrole, risques pour l'économie mondiale, recomposition des équilibres énergétiques : ce « Davos de l'énergie » met en lumière un basculement profond des priorités, entre urgence d'approvisionnement et retour de la géopolitique. C'est le rendez-vous incontournable du secteur énergétique mondial : la CERAWeek. Mais cette édition 2026 n'a rien d'ordinaire. Elle intervient dans un contexte de crise marqué par le conflit au Proche-Orient. Avec le blocage du détroit d'Ormuz et les frappes sur des sites de production et d'extraction d'hydrocarbures, l'offre mondiale a chuté, et les prix ont flambé. Résultat : un risque important d'inflation et de ralentissement économique à l'échelle mondiale. C'est bien ce sujet qui occupe tous les esprits à Houston. Plus de 10 000 participants venus de 80 pays s'y retrouvent : dirigeants de grandes compagnies pétrolières, responsables politiques, investisseurs et experts. Tous se posent la même question : comment stabiliser le système énergétique mondial ? Initialement centré sur les interactions entre énergie et technologies, l'événement a été bouleversé par l'actualité. Désormais, les maîtres mots sont clairs : sécurité et accessibilité. Concrètement, on ne parle plus vraiment de stratégie mais d'urgence. À écouter aussiGuerre au Moyen-Orient : comment la hausse de l'énergie fait craindre un retour de la stagflation Sécurité énergétique : la priorité absolue face à la crise Ce basculement se traduit aussi dans les dynamiques de présence. Si les dirigeants de groupes comme Chevron, Shell ou TotalEnergies sont bien attendus, certaines absences marquent les esprits. Celle du patron de Saudi Aramco, la principale compagnie pétrolière saoudienne, est particulièrement symbolique. Elle illustre une réalité : certains acteurs sont aujourd'hui accaparés par la gestion directe de la crise. Car au cœur des débats, une question centrale : la sécurité énergétique. Pendant des années, les discussions étaient dominées par la transition écologique, la décarbonation ou les énergies renouvelables. Des enjeux toujours présents, mais relégués au second plan à court terme. Aujourd'hui, la priorité immédiate est claire : assurer l'approvisionnement. Autrement dit, disposer de suffisamment de pétrole et de gaz, à un prix supportable, pour faire fonctionner les économies. Cette nouvelle donne change profondément les stratégies. Diversification des fournisseurs, constitution de stocks stratégiques, relance de la production nationale ou encore regain d'intérêt pour le nucléaire : autant de pistes qui reviennent au premier plan. À écouter aussiLes réserves stratégiques de pétrole, l'arme énergétique des États États-Unis, Venezuela : vers une recomposition du marché pétrolier Cette recomposition est aussi géographique. Si le Golfe reste au cœur des tensions, d'autres acteurs reviennent dans le jeu, à commencer par le Venezuela. Longtemps marginalisé en raison des sanctions américaines et de l'instabilité politique, le pays retrouve une place stratégique après la chute de Nicolás Maduro. Les États-Unis encouragent désormais les investissements pour relancer la production. Autre acteur clé : les États-Unis eux-mêmes. Premier producteur mondial de pétrole, ils pourraient en théorie contribuer à stabiliser le marché. Mais en pratique, la situation est plus complexe. Les industriels restent prudents, voire frileux. Sans visibilité sur la durée de la crise, ils n'augmentent pas massivement leur production. À cela s'ajoute la dimension politique. Sous l'impulsion de Donald Trump, la politique énergétique américaine s'est réorientée en faveur des hydrocarbures. Une ligne qui pourrait perdurer. Au final, cette édition 2026 de la CERAWeek consacre un basculement majeur : le retour de la géopolitique au cœur des marchés de l'énergie. Cela redéfinit certaines priorités pour les États comme pour les entreprises, entre gestion de l'urgence et adaptation à un nouvel ordre énergétique mondial. Plus qu'un simple forum, la CERAWeek apparaît cette année comme un révélateur des fragilités du système énergétique global — et des défis économiques à venir.
Top brass at the most consequential energy companies in the world are meeting in Houston this week for the annual CERAWeek. Energy industry leaders are meeting at a time when war in the Middle East has caused a major disruption in the global supply of oil and gas. We'll hear more. Then later, exactly how concerned should we be about artificial superintelligence? We'll jump in with the president of the Machine Intelligence Research Institute.
Top brass at the most consequential energy companies in the world are meeting in Houston this week for the annual CERAWeek. Energy industry leaders are meeting at a time when war in the Middle East has caused a major disruption in the global supply of oil and gas. We'll hear more. Then later, exactly how concerned should we be about artificial superintelligence? We'll jump in with the president of the Machine Intelligence Research Institute.
Constellation Energy CEO Joseph Dominguez discusses energy prices, natural gas and data center demand with Bloomberg’s Julie Fine at CERAWeek in Houston.See omnystudio.com/listener for privacy information.
In this week's episode of WSJ's Take On the Week, co-hosts Telis Demos and Miriam Gottfried analyze the Federal Reserve's latest decision to hold rates steady—and the surprising shift in market expectations toward a potential hike. They break down Fed Chair Jerome Powell's take on the Misery Index and whether stagflation is truly returning this year. The hosts also discuss what to watch for at the upcoming CERAWeek energy conference. After the break, Miriam and Telis are joined by Natasha Kaneva, head of global commodities research at JPMorgan. Kaneva explains the math behind why oil could hit a $125 ceiling and why $90 marks the red line for global demand destruction. She details China's push for energy self-sufficiency, and shares critical advice for your summer travel plans. This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading Fed Holds Steady and Maintains Rate Cut Projection How Waiving the Jones Act for Oil Tankers Would Work Oil Markets' New Reality: The Gulf Disruption Isn't Going to End Soon IEA Proposes Largest Ever Oil Release From Strategic Reserves Persian Gulf Oil Squeeze For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here. Learn more about your ad choices. Visit megaphone.fm/adchoices
The closure of the Strait of Hormuz was long considered one of the energy market's great hypotheticals -- until it became a reality. In this special CERAWeek series episode of Energy Evolution, host Eklavya Gupte sits down with Dave Ernsberger, president of S&P Global Energy, to examine what may be the most significant energy supply disruption ever and how it's forcing a fundamental redrawing of the global energy map. With around 20% of the world's oil and LNG usually passing through this key chokepoint, the impact has been asymmetrical and severe -- India faces LPG shortages, Asian refiners are struggling with profitability, and fuel supplies are tightening sharply. The conversation also explores how this crisis is accelerating a structural shift in energy markets, particularly East of Suez, where the energy trifecta of affordability, security and sustainability has been upended. Ernsberger also looks at how the conflict is intersecting with the AI and data center boom -- creating inflationary pressures that reach from the Middle East to different states in the US.
Global central banks are striking a hawkish tone as persistent inflation fuels volatility across markets. Sam Vadas and Alex Coffey break down policy signals from the Fed, BOE, and ECB, rising bond yields, and how Middle East tensions are influencing rates. With the U.S. 10‑year yield at key levels, the team looks ahead to CERAWeek, consumer sentiment data, and Carnival (CCL) earnings as a read on discretionary spending.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
This episode of S&P Global's All Things Sustainable explores nuclear fusion, a technology some in the energy industry believe could become a cornerstone of secure, affordable low-carbon power. Our guest is Chris Mowry, CEO of Type One Energy, a company working to design and deploy a commercially viable fusion power plant. He explains the science behind fusion and how it differs from nuclear fission. He says fusion commercialization looks more achievable now than in prior decades, thanks to recent technological breakthroughs. And he says fusion can provide safe, abundant and reliable energy — if it can be commercialized at scale. Chris estimates that the global addressable market for fusion energy is nearly $1 trillion annually. "On a global basis, there is a race today to see who is going to actually deploy the first fusion power plant in the world," Chris says. Type One Energy is a member of the Sustainable Markets Initiative (SMI), a network of global CEOs across finance and industry, including S&P Global. SMI facilitates private sector diplomacy with the ambition of making sustainability the driving force of global markets and value creation. Over the past year, the All Things Sustainable podcast has interviewed SMI member CEOs from across industries and around the world. Listen to other interviews in the series here: Terra Carta Series | S&P Global Chris says Type One Energy has been working with other SMI members to put together coalitions across the entire value chain needed to deploy fusion. "We're a fusion technology company, but it needs a lot more than technology to actually be deployed," he says. "Finance, insurance, off-takers, construction, supply chain — all of these things are needed to actually go execute any large infrastructure project and fusion power plants are no different." Learn more about CERAWeek 2026, the energy conference hosted by S&P Global March 23-27: CERAWeek by S&P Global | The World's Premier Energy Conference | CERAWeek Listen to our podcast episode about the themes, like fusion, that will be covered during CERAWeek: CERAWeek sneak peek: What's ahead for energy and sustainability | S&P Global S&P Global's All Things Sustainable podcast is the official podcast of Climate Week Zurich. Learn more about the inaugural Climate Week Zurich here: Climate Week Zurich | 4-9 May 2026 Copyright ©2026 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights). This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
The closure of the Strait of Hormuz was long considered one of the energy market's great hypotheticals -- until it became a reality. In this special CERAWeek series episode of Energy Evolution, host Eklavya Gupte sits down with Dave Ernsberger, president of S&P Global Energy, to examine what may be the most significant energy supply disruption ever and how it's forcing a fundamental redrawing of the global energy map. With around 20% of the world's oil and LNG usually passing through this key chokepoint, the impact has been asymmetrical and severe -- India faces LPG shortages, Asian refiners are struggling with profitability, and fuel supplies are tightening sharply. The conversation also explores how this crisis is accelerating a structural shift in energy markets, particularly East of Suez, where the energy trifecta of affordability, security and sustainability has been upended. Ernsberger also looks at how the conflict is intersecting with the AI and data center boom -- creating inflationary pressures that reach from the Middle East to different states in the US.
POLITICO Energy host Manuel Quiñones sits down for an extended interview with Daniel Yergin, the vice chairman of S&P Global and chairman of CERAWeek, one of the world's largest and most influential gatherings of energy leaders and policymakers. They preview next week's conference and discuss the major forces shaping the global energy agenda, including the rapid rise of artificial intelligence and data centers, geopolitical tensions in the Middle East and shifting energy markets. Manuel Quiñones is the congress editor for POLITICO's E&E News. Stefan Todorovic is the video producer of POLITICO Energy. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy. Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO's E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here: ➤ X: https://x.com/politico/ ➤ Instagram: / politico ➤ Facebook: / politico For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switchAnd for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices
As conflict in the Middle East roils global energy markets and raises fresh concerns about supply shocks, a historic disruption is forcing leaders to confront just how fragile the system remains. In this episode of Teneo Insights, Kevin Kajiwara is joined by Dan Gabaldon, Teneo Vice Chair of Management Consulting and Head of Energy, and Emily Stromquist, Teneo Managing Director, to unpack the geopolitical and economic implications of the war with Iran and the effective closure of the Strait of Hormuz—triggering the largest oil supply disruption in history. Together, they explore how this crisis fits into the broader, already complex energy transition shaped by geopolitics, policy, climate and market forces and what to watch as industry leaders convene for CERAWeek.
Today we had the honor of welcoming back Dr. Dan Yergin, Vice Chairman of S&P Global and Chairman of CERAWeek. Dan is a Pulitzer Prize-winning author, one of the most respected voices in energy, and a longtime authority on the intersection of energy, geopolitics, and the global economy. He is also the author of The Prize, The Quest, and The New Map, books that have helped shape how the industry understands energy history, markets, and geopolitical risk. With CERAWeek kicking off on March 23, we were delighted to hear Dan's latest insights on the evolving energy landscape, along with a preview of the key themes and conversations likely to shape this year's conference (current agenda available here). Our conversation began with Dan's perspective on how recent events in Iran have dramatically changed the backdrop heading into CERAWeek, and why the market may have been too complacent in the early days of the disruption. Dan shares his view that bad policy is often made under duress, reminds us that oil prices were already moving higher during the Gulf buildup, and explains why this moment should be viewed through a broader lens than just the formal start of the conflict itself. We explore the themes likely to shape CERAWeek this year, including the growing convergence of energy, power, and tech, the role of gas and electricity in the AI buildout, the importance of critical minerals and copper, infrastructure and permitting, nuclear, and the future direction of upstream oil and gas. We touch on Europe's continued energy vulnerability, the renewed importance of U.S. LNG, the prospect of Europe once again competing with Asia for cargoes, the unique risks that LNG faces through the Strait of Hormuz, and the broader implications for global gas markets. We discuss the range of outcomes for Gulf production shut-ins, why U.S. producers are unlikely to react to short-term price spikes, how insurance, freight costs, and physical security are shaping traffic through the Strait, and what the performance of the U.S. and Israeli militaries indicates about the scale of planning behind this operation. We also look at the longer-term questions underneath the current crisis, including the changing role of Gulf capital, the infrastructure limits around the Strait, the historic arc of Iran's posture in the region, and why the convergence of tech and energy may be one of the most important and constructive forces shaping the industry today. As always, it was an insightful and thought-provoking discussion. Many thanks to Dan for sharing his perspective and time with us all. Mike Bradley started the show by noting that the market conversation this week has once again been focused on U.S. strikes against Iran and the short- and intermediate-term fallout across commodities and equities. In crude, he highlighted that WTI has moved from the mid-$60s/bbl before the war to ~$85/bbl, after peaking near $120/bbl on Sunday night into Monday morning. The effective shutdown of the Strait of Hormuz has been the main driver for global oil prices, with Iraq, Kuwait, and Saudi Arabia cutting production by 5–7 mmbpd due mostly to onshore oil storage constraints. WTI fell roughly $10/bbl in Tuesday's trading due to rumors of a potential coordinated global SPR release of 300–400 million barrels. This war in Iran, at this point, should be viewed differently than the Ukraine war from an oil, natural gas, and economic standpoint. Global oil prices peaked about one month into that conflict, EU natural gas prices peaked roughly six months in, and economic stats such as U.S. CPI and PPI were significantly higher than today, so the pain threshold heading into this war seems more manageable. On the Energy equity front, the Energy sector is flattish since the Iran war started, significantly underperforming oil prices, with investors choosing not to chase energy equities with the move h
How do you balance near-term energy priorities with the long-term reality of climate change and nature loss? That's the big sustainability question we're asking in 2026, and in today's episode of the All Things Sustainable podcast, we sit down with Daniel Yergin to explore the answer. Daniel is a Pulitzer Prize winner, S&P Global Vice Chairman, and Chair of CERAWeek, the annual S&P Global conference that has been described as "the Davos of energy." Daniel tells us what to expect when leaders from the public and private sectors convene in Houston, Texas March 23-27 for CERAWeek 2026. This year's theme is Convergence and Competition: Energy, Technology and Geopolitics, and the conference will focus on many of the key issues we're watching through a sustainability lens this year, including AI, electrification, climate and critical minerals. Daniel explains how geopolitical fracture and economic competition are reshaping the landscape for all these topics. "What we're seeing is the fragmentation, the end of the kind of globalization that we've known for the last three and a half decades," Daniel says. "How are people arranging their priorities when the agenda is more complex?" Read S&P Global's Top 10 Sustainability Trends to Watch in 2026 | S&P Global Read CERAWeek 2025 Key Takeaways for Sustainability Professionals Read Copper in the Age of AI: Challenges of Electrification | S&P Global Learn more about CERAWeek by S&P Global | The World's Premier Energy Conference | CERAWeek Copyright ©2026 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. Any unauthorized use, facilitation or encouragement of a third party's unauthorized use (including without limitation copy, distribution, transmission or modification, use as part of generative artificial intelligence or for training any artificial intelligence models) of this Podcast or any related information is not permitted without S&P Global's prior consent subject to appropriate licensing and shall be deemed an infringement, violation, breach or contravention of the rights of S&P Global or any applicable third-party (including any copyright, trademark, patent, rights of privacy or publicity or any other proprietary rights). This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
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