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Tim Puko
Tim Puko @TimPuko ·
Dislocations and market shifts like this are usually where business opportunities start. But a little time around #CERAWeek or talking to any executive and it’s clear more of a paralysis is taking hold. Tariffs—and the potential for more trade barriers—make materials to build…
Gregory Brew Gregory Brew @gbrew24 ·
The US is very good at producing light sweet crude and natural gas, which are in turn very good feedstocks for producing certain refined products and NGLs. It is less good at producing medium sour and heavy sour blends which are still needed to meet transportation fuel demand and other domestic needs. Thus, the US is a net exporter of products (especially NGLs) but a net importer of crude. It's likely to stay that way for a long time, perhaps forever. Unclear whether US will increase output, but also unclear whether the world needs more US oil. The oil it needs is currently trapped inside the Persian Gulf.
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World Oil
World Oil @WorldOil ·
Why doesn’t the U.S. use force to reopen the Strait of #Hormuz or seize Iran’s #KhargIsland? At #CERAWeek, experts said it’s far more complex—and riskier—than it sounds, with major implications for global oil and LNG supply. ow.ly/qpoL50YA0UA
Why U.S. can’t simply reopen Hormuz or seize Kharg Island amid Middle East conflict

As the Middle East conflict continues to disrupt global oil and LNG flows, panelists at CERAWeek by S&P Global pushed back on two questions gaining traction in energy circles: why doesn’t the U.S....

From worldoil.com
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Matthew Cross 🚀 ⭐
Matthew Cross 🚀 ⭐ @matthew_crvisua ·
Don't blink: How will energy execs' bullish outlook at #CERAWeek impact the volatile renewables pivot? $CEG in focus as oil majors signal sustained price pressure & accelerated transition. Await confirmation. 🍵j
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Smarter Markets
Smarter Markets @Smarter_Markets ·
Recorded on-site at @SPGlobal's #CERAWeek, @AldoFloresQ and @DavidVGreely explore the role of convergence and competition in the North American energy industry, and global geopolitics following the U.S. military actions in #Venezuela and #Iran. smartermarkets.media/special-episod…
S&P Global’s CERAWeek 2026 with Aldo Flores-Quiroga, Non Resident Fellow for Latin America Energy...

We present a Special Episode recorded this past week at S&P Global’s CERAWeek 2026 in Houston, TX, where the theme was Convergence and Competition: Energy,…

From smartermarkets.media
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Veriten
Veriten @TeamVeriten ·
Now Live: Super-Spiked EP96: CERAWeek 2026 Takeaways⚡ 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 some takeaways from CERAWeek 2026. We will bucket our takeaways in 3 key themes: (1) Macro outlook and scenarios; (2) The day after the war ends, what comes next for energy companies? (3) What unexpected changes will come from this crisis? #SuperSpiked @SuperSpiked @ArjunNMurti
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Pebble Project
Pebble Project @PebbleProject ·
One takeaway from #CERAWeek 2026: AI runs on copper. With demand rising sharply and supply struggling to keep up, the need for new domestic resources is becoming a major policy and economic issue. America has opportunities: including Alaska’s Pebble deposit.
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Claire Kraatz
Claire Kraatz @Claire_Kraatz ·
Alberta oil companies aren’t ethical. #CERAWeek #oilandgas #energy
Mark Dorin Mark Dorin @mark_dorin ·
Alberta oil companies dump wells, facilities & sites to other, often smaller/weaker financially companies. "Liability Dumping". Then, as in a case I am involved with, they accuse each other of being responsible for land contamination remediation. @BrianJeanAB @Vitormarciano
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Claire Kraatz
Claire Kraatz @Claire_Kraatz ·
In Alberta, the oil and gas industry is leaving an economic and ecological mess behind for landowners and tax payers. To the oil industry, we say pay your taxes and #CleanUpYourMess #CERAWeek #energy
Clean Up Your Mess Alberta Clean Up Your Mess Alberta @CUYM_Alberta ·
Rural landowners speak out about Alberta’s multi-billion dollar well cleanup crisis: ecojustice.ca/news/landowner…
Alberta landowners react to well cleanup crisis

Rural landowners speak out about Alberta’s multi-billion dollar well cleanup crisis

From ecojustice.ca
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Rehan N
Rehan N @RehanS_Offcl ·
Replying to @energyintel
@energyintel Energy security = partner stability. UAE's strategic position and energy investments deliver reliability when markets face stress tests. 🇦🇪 #CERAWeek
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The AES Corporation
The AES Corporation @TheAESCorp ·
At #CERAWeek, the AES team listened, engaged, and exchanged perspectives on one of the industry’s most urgent challenges: how to deliver power faster and more reliably as demand accelerates, driven by AI, electrification and the growth of critical infrastructure.
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Metals by S&P Global Energy
Metals by S&P Global Energy @SPGEnergyMetal ·
#Copper prices at the start of 2026 surged to fresh records amid rising demand and a forecast supply crunch by 2040. At #CERAWeek by S&P Global, experts are discussing what needs to be done in the US to secure this critical supply chain. okt.to/yDBn1j
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Frank Pearl
Frank Pearl @FrankPearl ·
Esta semana en #CeraWeek, el evento sobre energía más relevante del mundo, entre los principales temas se analizó el impacto de la guerra entre Irán y Estados Unidos. Con el cierre del estrecho de Ormuz, el panorama es complejo, con algunos actores tomando ventaja. ¿Estamos ante una crisis sin estrategia de salida? Les comparto aquí parte del análisis. ¿Qué opinan? Los leo en los comentarios.
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