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.
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