In the final installment of this two-part series of the CERAWeek Podcast with Atul Arya, guest host Naki Mendoza is joined by Carlos Pascual and Roger Diwan to examine the dynamics shaping the agenda for CERAWeek 2026—and the growing convergence and competition between energy, technology and geopolitics.

Key topics:

• A shifting geopolitical order and the impact of great-power rivalry
• Competition for capital, driven by AI and rising power demand
• The strategic role of critical minerals in energy and technology supply chains
• China's technological positioning and global influence
• Infrastructure, permitting and policy challenges shaping investment decisions

These dynamics sit at the heart of CERAWeek 2026, where global leaders will come together to address energy security, technological transformation, and geopolitical risk. Tune in to the full episode—and join the conversation March 23–27, 2026, in Houston.

Learn more at ceraweek.com

In this special episode of the CERAWeek Podcast with Atul Arya, Daniel Yergin and Atul Arya join guest host Naki Mendoza to reveal the thinking behind the CERAWeek 2026 theme: "Convergence and Competition: Energy, Technology, and Geopolitics." They explore how accelerating linkages between energy and technology—and the geopolitical tensions surrounding them—are reshaping strategy, investment, and global supply chains.

Key forces include:

• AI, forging unprecedented linkages between the energy and technology industries
• Regional markets integrating into global systems
• Growing strategic importance of metals and minerals
• Geopolitical rivalries fracturing long-standing supply chains
• Economic nationalism and trade barriers complicating corporate choices
• New energy sources and technologies competing to power an electrifying world

These dynamics sit at the core of the 2026 theme and will frame the dialogue this March.

Convergence and Competition will drive the conversations at CERAWeek 2026, March 23–27 in Houston. This episode offers a first look—listen now and get ready to join the discussion.

Learn more at ceraweek.com

We open the third season of the CERAWeek Podcast with Atul Arya, exploring one of the most urgent questions for the global energy system: What happens when the worlds of gas, power, minerals and artificial intelligence collide? Atul brings forward insights from a recent dialogue with Daniel Yergin and Carlos Pascual, examining the forces reshaping energy security—from the next wave of LNG supply, to intensifying competition for critical minerals, to the explosive and uncertain rise of AI-driven power demand.

How will data centers reshape gas markets? Could new technologies erase the expected surge in electricity demand? And what does it mean when copper, rare earths and AI chips become issues of national security?

This episode previews the conversations ahead of CERAWeek 2026 | Convergence and Competition: Energy, Technology and Geopolitics.

Join us March 23-27, 2026, in Houston, Texas. Learn more at ceraweek.com