About this episode
The episode discusses key takeaways from the CERAWeek 2026 conference amidst the ongoing War in Iran and its implications for energy companies.
WATCH the video on Substack by clicking the play button above or on YouTube ( here ). STREAM audio only on Apple Podcasts ( here ), Spotify ( here ), or your favorite podcast player app. DOWNLOAD a pdf of a lightly edited transcript using the blue Download button below. There is no power point slide deck this week. We spent the past week in Houston at the always great CERAWeek conference hosted by S&P Global. On behalf of all my colleagues at Veriten, a big thank you to Dan Yergin and the entire S&P Global team for putting on a great event. CERAWeek 2026 came amidst what is now week four of the War in Iran and the continued de facto closure of the Strait of Hormuz. We are recording this late on Wednesday, March 25 and as always hope that by the time this is released on Saturday morning, the Strait will have reopened to normal flows and the war ended. Its ongoing closure is simply untenable for the global economy. It is ultimately not good for energy companies, which is our focus area, even if current oil and gas pricing is elevated. A quick end to the war and the reopening of the Strait is the best-case scenario for energy companies everywhere. This week we’ll provide…
People in this episode
Host: Arjun Murti
Topics covered
- CERAWeek 2026
- energy companies
- macro outlook
- War in Iran
- global economy
- oil and gas pricing
Keywords
- CERAWeek
- energy
- Iran
- oil pricing
- global economy
- S&P Global
- Veriten
Mentioned in this episode
Organizations: S&P Global, Veriten
Places: Iran, Strait of Hormuz
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