Episode
EP96: CERAWeek 2026 Takeaways
- Podcast
- Super-Spiked Podcast
- Published
- Mar 28, 2026
- Duration seconds
- 1391
- Processing state
processed- Canonical source
- https://arjunmurti.substack.com/p/ep96-ceraweek-2026-takeaways
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Summary
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 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? Our current plan is to not publish Super-Spiked over Easter/Passover weekend. We hope everyone is able to take some time off. Subscribe to Super-Spiked to receive all content. Also available at https://veriten.com. 📜 Credits * Intro & Outro music: Wolf Hoffman: Concerto for 2 Cellos in G Minor, Rv 531: I. Allegro Moderato . * This episode of Super-Spiked Videopo…