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.