CERAWeek

CERAWeek by S&P Global is the world's most prestigious annual gathering offering insight into the energy future.

[CERAWeek @CERAWeek]

And that’s a wrap on another #CERAWeek #CWAgora 2026!

We look forward to coming together again next year, March 8–12, 2027!

[Daniel Yergin @DanielYergin]

Oil markets continue to assess what the shape of a new normal in the Strait of Hormuz will look like, including the re-entry of unsanctioned Iranian crude into the market. My talk w/ @SquawkCNBC @BeckyQuick👇

[Daniel Yergin @DanielYergin]

Gasoline prices bring world affairs to the wallet like little else. When Americans fill up at the pump this summer, they are looking at the Strait of Hormuz, their country’s role in the world and the changes in global politics. My latest essay for @TIME: https://t.co/OoYzTAYW2c

[Daniel Yergin @DanielYergin]

Appreciated unpacking my new WSJ column w/ @SullyCNBC. The global energy system is far more diversified than the 1970s. That (plus US & China inventories) have so far mitigated a potentially catastrophic energy shock. But peak summer season shaping up to be a critical juncture.👇

[Daniel Yergin @DanielYergin]

My new @WSJ column: The closure of the Strait of Hormuz has revealed how much has been learned about energy security since the 1970s oil crises. The global energy system is far more diversified now, mitigating (so far, at least) what could have been a catastrophic energy shock.👇

[Daniel Yergin @DanielYergin]

My recent dialogue w/ Bridgewater Associates on how the Iran war and the race for AI are reshaping the global energy map (and the global economy) in a world where capital intensity, strategic competition and security concerns are rebalancing priorities. Listen 👇

[Daniel Yergin @DanielYergin]

The Strait of Hormuz closure has taken a combined 1.2 billion barrels out of the oil market so far. Inventories that have (somewhat) cushioned the blow are now getting low. My talk w/ @andrewrsorkin @SquawkCNBC on what lies ahead. https://t.co/NT7YWgcq89

[CERAWeek @CERAWeek]

#CERAWeek 2026 NextGen Cohort member, Ayush Dubey, Yale, shares key takeaways from CERAWeek discussions on how AI, electrification, and infrastructure convergence are reshaping energy’s workforce challenge. https://t.co/IaLuNDTlqS

[CERAWeek @CERAWeek]

#CERAWeek Reflections:

From the floor of CERAWeek 2026, Mark Papermaster, Chief Technology Officer & Executive Vice President at @AMD, highlighted the growing convergence of energy and AI.

[CERAWeek @CERAWeek]

On this week’s Prof G Markets, @S&P Global Daniel Yergin joins Ed Elson to discuss why the Strait of Hormuz remains one of the world’s most consequential energy chokepoints. https://t.co/opcIOXloJp
#CERAWeek

[CERAWeek @CERAWeek]

In an interview with WBUR’s Here & Now, Daniel Yergin discusses why the current disruption may represent “the biggest disruption in the history of modern energy”.

Listen: https://t.co/ZZGd4AEVaz
#CERAWeek

[CERAWeek @CERAWeek]

#CERAWeek Reflections | From the floor

Dr. Jennifer Holmgren, Chair & Chief Executive Officer, LanzaTech notes that AI is becoming an increasingly central part of the energy conversation, but that it is also surfacing broader system constraints, including water alongside power.

[CERAWeek @CERAWeek]

We are pleased to share the on-demand session featuring Chairman Hon. Ho K. Nieh of the U.S. Nuclear Regulatory Commission in conversation with Daniel Yergin.

Watch the full session and other selected videos from #CERAWeek 2026 here: https://t.co/qbZyjtKftF

[CERAWeek @CERAWeek]

#CERAWeek Reflections | From the floor

Krishna Jonnalagadda, Chief Technology Officer, @GEVernova points to speed to power as the defining pressure on the industry, driven by a sharp rise in demand after years of stagnation.

[CERAWeek @CERAWeek]

#CERAWeek Reflections:
At CERAWeek, Pat Risner, President of Hermosa at South32, reflected on the growing convergence between critical minerals producers & downstream technology users.

Save the date: CERAWeek 2027, March 8–12.

[CERAWeek @CERAWeek]

#CERAWeek Reflections:
At CERAWeek, Arshad Mansoor, President & CEO of the Electric Power Research Institute (EPRI) highlighted a growing misalignment between the pace of AI deployment & the slower timelines of infrastructure buildout.

Save the date: CERAWeek 2027, March 8–12.

[CERAWeek @CERAWeek]

#CERAWeek Reflections:
At CERAWeek, George Bilicic, Vice Chairman of Investment Banking and Global Head of Power, Energy & Infrastructure at @Lazard, reflected on the moment of growing convergence across the energy system.

Save the date: CERAWeek 2027, March 8–12.

[Daniel Yergin @DanielYergin]

The nightmare scenario for oil markets (closing the Strait of Hormuz) is now seeing daylight. So far, most acute impacts vary across different regions and markets. But they are spreading. My in-depth talk w/ @WalterIsaacson & @AmanpourCoPBS https://t.co/3W14TCT5OI

[Oil by S&P Global Energy @SPGEnergyOil]

Global energy shocks are redefining Latin America’s role in oil, LNG, power & critical minerals.
Join our #CERAWeek 2026 Latin America debrief to unpack the risks, opportunities & what comes next. Register now> https://t.co/Af6e3GLESY

[CERAWeek @CERAWeek]

In a recent interview on Amanpour and Company, Daniel Yergin, Vice Chairman of @SPGlobal, discusses the geopolitical forces shaping global energy markets, including tensions involving Russia, China, and Iran.

https://t.co/qZ2OnUnkTJ

Save the date: #CERAWeek 2027, March 8–12.

[CERAWeek @CERAWeek]

#CERAWeek Reflections:
Geoffrey Parker, Faculty Director, The Arthur L. Irving Institute for Energy and Society at Dartmouth points to a defining shift: the worlds of energy systems and digital network economics are no longer separate.