In an era when energy markets and existing and new technologies are increasingly entwined, it is essential to align energy expansion with sustainable economic growth. This comes at a time when convergence as well as competition are reshaping the global energy industry and supply chains. Convergence is front and center as AI is yoking together the energy and tech industries in a way that has never happened before, making them mutually dependent and creating challenges for both. Regional energy markets are fusing into global markets, and metals and minerals are becoming an essential part of the energy spectrum. But competition is also having profound effect. Geopolitical rivalries and economic competition are fraying alliances, fracturing supply chains and partitioning energy markets that have been integrated globally for decades. Economic nationalism and trade barriers are complicating corporate decision-making and investment choices. New energy sources and new technologies are competing to fuel the vehicles of the future and provide power for a world that is rapidly electrifying. All this is why the theme of “convergence and competition” will drive the dialogue at CERAWeek 2026 and inform the thinking that comes out of it.