Marketplace Morning Report The "Super Bowl" of energy
Mar 23, 2026
Elizabeth Troval, a Marketplace reporter covering CERAWeek and industry reaction, walks through the 'Super Bowl' of energy and how Middle East disruptions are reshaping oil and gas conversations. Nate Soares, president of the Machine Intelligence Research Institute and author on AI risk, discusses calls to slow frontier AI development, international coordination, and why superhuman AI raises existential concerns.
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Middle East War Reshaping Global Oil Prices
- The Middle East war has produced the largest disruption to oil markets in modern energy history according to industry leaders.
- Atul Aria and Dan Pickering say conference attendees view this as a long, evolving conflict pushing long-term price expectations much higher.
CERAWeek Draws High Stakes Attendance
- Thousands of energy executives are attending CERAWeek, paying up to $11,000 a ticket to discuss supply shocks and strategy.
- Kara Ingham and Elizabeth Troval highlight attendees shifting conversations toward permanently higher price scenarios for crude.
Pause Massive Uncontrolled AI Training Runs
- Pause the frontier race to run ever-larger, poorly understood AI training runs until safety understanding catches up.
- Nate Soares says everyday AI uses can continue, but massive specialized chip-driven training runs need a halt.