POLITICO Energy What to expect from next week’s U.S. energy ‘Super Bowl’
Mar 18, 2026
Daniel Yergin, vice chairman of S&P Global and chair of CERAWeek, is a noted energy analyst and author. He previews the CERAWeek gathering and the clash of geopolitics with markets. He highlights the surge in AI and data centers, LNG’s growing role, copper and mining challenges, and how Middle East tensions are reshaping global energy agendas.
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Energy And Tech Convergence Around Electricity
- The energy industry is converging with the tech industry around electricity needs.
- Daniel Yergin says big tech and energy must now work together as electricity becomes central to AI and data center growth.
CERAWeek Shifted To Address Iran War Impacts
- CERAWeek adapted its program to address the Iran war and its energy market impacts.
- Daniel Yergin highlights added sessions and a prominent general to discuss oil and gas disruptions from the Middle East.
Duration Determines How High Prices Stay
- Price impacts depend on the disruption's duration; short shocks ease faster.
- Yergin notes administration expects a 4–6 week effect, but longer conflicts would sustain higher oil and gas prices.