Oil Crisis & The AI Power Problem: Energy Execs Reveal the Future at CERAWeek 2026
Yahoo Finance went inside CERAWeek 2026, the world’s biggest oil and gas conference, at a critical time for global markets! Hear from top executives on the war in the Middle East, the rising cost of power, and the massive energy bottleneck created by the AI boom. Watch the full video to understand why industry insiders are more pessimistic about the conflict ending quickly than the futures market, and how energy companies are adapting their portfolios.
#CERAWeek #OilPrices #EnergySecurity #AIPower #NaturalGas #NuclearEnergy #SMR #GridModernization #Honeywell #Caterpillar
Featuring:
Julie Hyman, Yahoo Finance Host
Dave Ernsberger, S&P Global Energy President
Scott Strazik, GE Vernova CEO
Larry Coben, NRG Energy Chairman & CEO
Vimal Kapur, Honeywell Chairman & CEO
George Bilicic, Lazard Vice Chairman of Investment Banking, Global Head of Power, Energy & Infrastructure
Paul Gruenwald, S&P Global Ratings Global Chief Economist
Jason Kaiser, Caterpillar Group President, Power & Energy
Joe Dominguez, Constellation Energy CEO
Chapters:
00:00 Intro
00:14 Dave Ernsberger
08:31 Scott Strazik
18:55 Larry Coben
26:27 Vimal Kapur
38:49 George Bilicic
46:39 Paul Gruenwald
52:15 Jason Kaiser
59:33 Joe Dominguez
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