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.