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Offering insight into the energy future, the CERAWeek Podcast explores what’s ahead for global energy markets, geopolitics, and technology. The series highlights the linkages across industries and the models that are transforming energy.

Hosted by Atul Arya, Chief Energy Strategist at S&P Global, each episode features conversations with senior executives, government officials, thought leaders, technology innovators, and financial leaders to address the defining trends and critical issues that are shaping the energy landscape.

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December 9, 2025

CERAWeek 2026: Convergence and Competition — Energy, Technology and Geopolitics

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.