Recapping CERAWeek 2026

This week on the podcast, Jackie and Peter unpack key themes from the CERAWeek conference held in Houston from March 23–27, 2026.

Highlights from the conference include:

• Canada is back on the global stage: Senior political leaders promoted energy investment opportunities, with notable alignment between federal and provincial governments.
• Iran conflict and the Strait of Hormuz: Experts from multiple perspectives shared views on the conflict and the challenges of reopening the Strait, with general agreement that doing so would be difficult.
• U.S. energy dominance and permitting reform: Senior U.S. officials shared goals to expand energy production and streamline permitting processes to accelerate project development.
• Energy security for importers: Ongoing geopolitical uncertainty is reinforcing the need for diversified energy supply (across energy types and geographic sources) and increased domestic production among importing countries.
• AI and electricity demand: While innovation continues, electricity supply is still considered the key constraint on the pace of AI-driven growth.
• Quiet momentum in clean energy: Despite reduced policy support and funding, companies continue advancing technologies, with potential for meaningful breakthroughs in the years ahead.

Content referenced on this podcast:

• National Petroleum Council study on permitting reform, “Bottleneck to Breakthrough: A Permitting Blueprint to Build” (2025)
• NVIDIA and Emerald AI Join Leading Energy Companies to Pioneer Flexible AI Factories as Grid Assets (March 23, 2026)

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