10+ exciting energy breakthroughs made by Houston teams in 2025

Year In Review

A team from UH has published two breakthrough studies that could help cut costs and boost efficiency in carbon capture. Photo courtesy UH.

Editor's note: As 2025 comes to a close, we're revisiting the biggest headlines and major milestones of the energy sector this year. Here are the most exciting scientific breakthroughs made by Houstonians this year that are poised to shape the future of energy:

Rice University team develops eco-friendly method to destroy 'forever chemicals' in water

Rice University researchers have developed a new method for removing PFAS from water that works 100 times faster than traditional filters. Photo via Rice University.

Rice University researchers have teamed up with South Korean scientists to develop the first eco-friendly technology that captures and destroys toxic “forever chemicals,” or PFAS, in water. The Rice-led study centered on a layered double hydroxide (LDH) material made from copper and aluminum that could rapidly capture PFAS and be used to destroy the chemicals.

UH researchers make breakthrough in cutting carbon capture costs

A team from UH has published two breakthrough studies that could help cut costs and boost efficiency in carbon capture. Photo courtesy UH.

A team of researchers at the University of Houston has made two breakthroughs in addressing climate change and potentially reducing the cost of capturing harmful emissions from power plants. Led by Professor Mim Rahimi at UH’s Cullen College of Engineering, the team first introduced a membraneless electrochemical process that cuts energy requirements and costs for amine-based carbon dioxide capture during the acid gas sweetening process.The second breakthrough displayed a reversible flow battery architecture that absorbs CO2 during charging and releases it upon discharge.

Houston team’s discovery brings solid-state batteries closer to EV use

Houston researchers have uncovered why solid-state batteries break down and what could be done to slow the process. Photo via Getty Images.

A team of researchers from the University of Houston, Rice University and Brown University has uncovered new findings that could extend battery life and potentially change the electric vehicle landscape. Their work deployed a powerful, high-resolution imaging technique known as operando scanning electron microscopy to better understand why solid-state batteries break down and what could be done to slow the process.

Houston researchers make breakthrough on electricity-generating bacteria

A team of Rice researchers, including Caroline Ajo-Franklin and Biki Bapi Kundu, has uncovered how certain bacteria breathe by generating electricity. Photo by Jeff Fitlow/Rice University.

Research from Rice University that merges biology with electrochemistry has uncovered new findings on how some bacteria generate electricity. Research showed how some bacteria use compounds called naphthoquinones, rather than oxygen, to transfer electrons to external surfaces in a process known as extracellular respiration. In other words, the bacteria are exhale electricity as they breathe. This process has been observed by scientists for years, but the Rice team's deeper understanding of its mechanism is a major breakthrough, with implications for the clean energy and industrial biotechnology sectors, according to the university.

Rice researchers' quantum breakthrough could pave the way for next-gen superconductors

Researchers from Rice University say their recent findings could revolutionize power grids, making energy transmission more efficient. Image via Getty Images.

A study from researchers at Rice University could lead to future advances in superconductors with the potential to transform energy use. The study revealed that electrons in strange metals, which exhibit unusual resistance to electricity and behave strangely at low temperatures, become more entangled at a specific tipping point, shedding new light on these materials. The materials share a close connection with high-temperature superconductors, which have the potential to transmit electricity without energy loss, according to the researchers. By unblocking their properties, researchers believe this could revolutionize power grids and make energy transmission more efficient.

UH researchers develop breakthrough material to boost efficiency of sodium-ion batteries

A team at the University of Houston is changing the game for sodium-ion batteries. Photo via Getty Images

A research lab at the University of Houston developed a new type of material for sodium-ion batteries that could make them more efficient and boost their energy performance. The Canepa Research Laboratory is working on a new material called sodium vanadium phosphate, which improves sodium-ion battery performance by increasing the energy density. This material brings sodium technology closer to competing with lithium-ion batteries, according to the researchers.

Houston researchers make headway on developing low-cost sodium-ion batteries

Houston researchers make headway on developing low-cost sodium-ion batteries

Rice's Atin Pramanik and a team in Pulickel Ajayan's lab shared new findings that offer a sustainable alternative to lithium batteries by enhancing sodium and potassium ion storage. Photo by Jeff Fitlow/Courtesy Rice University

A new study by researchers from Rice University’s Department of Materials Science and NanoEngineering, Baylor University and the Indian Institute of Science Education and Research Thiruvananthapuram has introduced a solution that could help develop more affordable and sustainable sodium-ion batteries. The team worked with tiny cone- and disc-shaped carbon materials from oil and gas industry byproducts with a pure graphitic structure. The forms allow for more efficient energy storage with larger sodium and potassium ions, which is a challenge for anodes in battery research. Sodium and potassium are more widely available and cheaper than lithium.

Houston scientists develop 'recharge-to-recycle' reactor for lithium-ion batteries

Rice University scientists' “recharge-to-recycle” reactor has major implications for the electric vehicle sector. Photo courtesy Jorge Vidal/Rice University.

Engineers at Rice University have developed a cleaner, innovative process to turn end-of-life lithium-ion battery waste into new lithium feedstock. The findings demonstrate how the team’s new “recharge-to-recycle” reactor recharges the battery’s waste cathode materials to coax out lithium ions into water. The team was then able to form high-purity lithium hydroxide, which was clean enough to feed directly back into battery manufacturing. The study has major implications for the electric vehicle sector, which significantly contributes to the waste stream from end-of-life battery packs.

Houston researchers develop strong biomaterial that could replace plastic

A team led by M.A.S.R. Saadi and Muhammad Maksud Rahman has developed a biomaterial that they hope could be used for the “next disposable water bottle." Photo courtesy Rice University.

Collaborators from two Houston universities are leading the way in engineering a biomaterial into a scalable, multifunctional material that could potentially replace plastic. The study introduced a biosynthesis technique that aligns bacterial cellulose fibers in real-time, which resulted in robust biopolymer sheets with “exceptional mechanical properties.” Ultimately, the scientists hope this discovery could be used for the “next disposable water bottle,” which would be made by biodegradable biopolymers in bacterial cellulose, an abundant resource on Earth. Additionally, the team sees applications for the materials in the packaging, breathable textiles, electronics, food and energy sectors.

Houston researchers reach 'surprising' revelation in materials recycling efforts

A team led by Matteo Pasquali, director of Rice’s Carbon Hub, has unveiled how carbon nanotube fibers can be a sustainable alternative to materials like steel, copper and aluminum. Photo by Jeff Fitlow/ Courtesy Rice University

Researchers at Rice University have demonstrated how carbon nanotube (CNT) fibers can be fully recycled without any loss in their structure or properties. The discovery shows that CNT fibers could be used as a sustainable alternative to traditional materials like metals, polymers and the larger, harder-to-recycle carbon fibers, which the team hopes can pave the way for more sustainable and efficient recycling efforts.

ExxonMobil is on Fortune's first-ever AIQ ranking. Getty Images

2 Houston energy giants appear on Fortune’s inaugural AI ranking

AI Leaders

Two Houston-area energy leaders appear on Fortune’s inaugural list of the top adopters of AI among Fortune 500 companies.

They are:

No. 7 energy company ExxonMobil, based in Spring
No. 47 energy company Chevron, based in Houston

They are joined by Spring-based tech company Hewlett Packard Enterprise, No. `19.

All three companies have taken a big dive into the AI pool.

In 2024, ExxonMobil’s executive chairman and CEO, Darren Woods, explained that AI would play a key role in achieving a $15 billion reduction in operating costs by 2027.

“There is a concerted effort to make sure that we're really working hard to apply that new technology to the opportunity set within the company to drive effectiveness and efficiency,” Woods told Wall Street analysts.

At Chevron, AI tools are being used to quickly analyze data and extract insights from it, according to tech news website VentureBeat. Also, Chevron employs advanced AI systems known as large language models (LLMs) to create engineering standards, specifications and safety alerts. AI is even being put to work in Chevron’s exploration initiatives.

Bill Braun, Chevron’s chief information officer, said at a VentureBeat-sponsored event in 2024 that AI-savvy data scientists, or “digital scholars,” are always embedded within workplace teams “to act as a catalyst for working differently.”

The Fortune AIQ 50 ranking is based on ServiceNow’s Enterprise AI Maturity Index, an annual measurement of how prepared organizations are to adopt and scale AI. To evaluate how Fortune 500 companies are rolling out AI and how much they value AI investments, Fortune teamed up with Enterprise Technology Research. The results went into computing an AIQ score for each company.

At the top of the ranking is Alphabet (owner of Google and YouTube), followed by Visa, JPMorgan Chase, Nvidia and Mastercard. Aside from ExxonMobil, Hewlett Packard Enterprise, and Chevron, two other Texas companies made the list: Arlington-based homebuilder D.R. Horton (No. 29) and Austin-based software company Oracle (No. 37).

“The Fortune AIQ 50 demonstrates how companies across industry sectors are beginning to find real value from the deployment of AI technology,” Jeremy Kahn, Fortune’s AI editor, said in a news release. “Clearly, some sectors, such as tech and finance, are pulling ahead of others, but even in so-called 'old economy' industries like mining and transport, there are a few companies that are pulling away from their peers in the successful use of AI.

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This article originally appeared on InnovationMap.com.

The layoffs could affect about 14,000 of the 140,473 workers employed by the Austin, Texas, company at the end of last year. Photo courtesy of Tesla

Tesla plans to lay off 10 percent of workforce after dismal quarterly sales

making cuts

After reporting dismal first-quarter sales, Tesla is planning to lay off about a tenth of its workforce as it tries to cut costs, multiple media outlets reported Monday.

CEO Elon Musk detailed the plans in a memo sent to employees. The layoffs could affect about 14,000 of the 140,473 workers employed by the Austin, Texas, company at the end of last year.

Musk's memo said that as Tesla prepares for its next phase of growth, “it is extremely important to look at every aspect of the company for cost reductions and increasing productivity,” The New York Times and CNBC reported. News of the layoffs was first reported by electric vehicle website Electrek.

Also Monday, two key Tesla executives announced on the social media platform X that they are leaving the company. Andrew Baglino, senior vice president of powertrain and energy engineering, wrote that he had made the decision to leave after 18 years with the company.

Rohan Patel, senior global director of public policy and business development, also wrote on X that he was leaving Tesla, after eight years.

Baglino, who held several top engineering jobs at the company and was chief technology officer, wrote that the decision to leave was difficult. “I loved tackling nearly every problem we solved as a team and feel gratified to have contributed to the mission of accelerating the transition to sustainable energy,” he wrote.

He has no concrete plans beyond spending more time with family and his young children, but wrote that he has difficulty staying still for long.

Musk thanked Baglino in a reply. “Few have contributed as much as you,” he wrote.

Shares of Tesla fell 4.8 percent Monday afternoon, hours after news of the layoffs and departures broke. Shares of Tesla Inc. have lost about one-third of their value so far this year as sales of electric vehicles soften.

Tesla sales fell sharply last quarter as competition increased worldwide, electric vehicle sales growth slowed, and price cuts failed to draw more buyers. The company said it delivered 386,810 vehicles from January through March, nearly 9 percent below the 423,000 it sold in the same quarter of last year.

Since last year, Tesla has cut prices as much as $20,000 on some models as it faced increasing competition and slowing demand. The price cuts caused used electric vehicle values to drop and clipped Tesla's profit margins.

The company has said it will reveal an autonomous robotaxi at an event in August.

The combined technology portfolios will accelerate the introduction of promising early-stage decarbonization technology. Photo via Getty Images

SLB to consolidate carbon capture business in partnership

M&A moves

SLB announced its plans to combine its carbon capture business with Norway company, Aker Carbon Capture.

Upon completion of the transaction, which is expected to close by the end of the second quarter of this year, SLB will own 80 percent of the combined business and ACC will own 20 percent.

According to a SLB news release, the combined technology portfolios will accelerate the introduction of promising early-stage decarbonization technology.

“For CCUS to have the expected impact on supporting global net-zero ambitions, it will need to scale up 100-200 times in less than three decades,” Olivier Le Peuch, CEO of SLB, says in the release. “Crucial to this scale-up is the ability to lower capture costs, which often represent as much as 50-70% of the total spend of a CCUS project.

The International Energy Agency estimates that over one gigaton of CO2 every year year will need to be captured by 2030 — a figure that scales up to over six gigatons by 2050.

"We are excited to create this business with ACC to accelerate the deployment of carbon capture technologies that will shift the economics of carbon capture across high-emitting industrial sectors,” Le Peuch continues.

SLB is slated to pay NOK 4.12 billion — around $379.4 million — to own 80 percent of Aker Carbon Capture Holding AS, which owns ACC, per the news release, and SLB may also pay up to NOK 1.36 billion over the next three years, depending on business performance.

Proactively engaging in advocating for opportunities within the industry across all job levels is essential to guaranteeing a consistent influx of skilled workers, meeting the growing construction demands of both our state and nation. Photo via Getty Images

Expert: Addressing skilled labor needs in Houston — including the role technology plays

The construction industry in the U.S. is experiencing a substantial demand for skilled workers. There are over 438,000 job openings, and this demand is projected to increase, aiming to attract over half a million workers to meet the upcoming labor needs.

The urgency is heightened as a significant percentage — more than 40 percent — of the existing workforce is expected to retire within the next eight years.

To top it off, Texas is the fastest growing state with more than nine million new residents between 2000 and 2022. With a growing population, the requirement for robust infrastructure, encompassing various sectors like transportation, health care, education, and residential development, continues to escalate. Encouraging careers in construction among the younger generation becomes vital for everyone, no matter their industry, to meet these demands and bridge the deepening skills gap.

Viable Career Path: Attracting the next wave of construction talent involves dispelling misconceptions about the industry. Many young individuals might not realize the breadth of opportunities available in construction beyond traditional manual labor. I personally gained interest and experience in the industry at a young age before navigating through a few IT careers, and then landed back in construction and worked my way up, which exemplifies the diverse career paths within the industry.

Education and training play a pivotal role in molding the future workforce. Highlighting that formal education isn't the sole path to success, apprenticeships and on-the-job training programs emerge as excellent alternatives, providing hands-on learning experiences while earning a wage. Collaborating with educational institutions and organizations at an early stage can introduce students to the industry's diverse career avenues.

As with every industry, diversity encourages innovation. Business leaders who intentionally recruit from underrepresented groups, including women and minorities, within the industry will reap countless benefits.

Innovative Technologies: Showcasing the innovative and technological aspects of the industry, such as precision tools, drone technology, AI, and virtual reality, underscores the creative and forward-thinking nature of construction careers. The construction industry continues to evolve and become technologically advanced. The need for cutting-edge individuals who possess construction skills with an understanding of technical innovations will transform the industry.

Stability: Highlighting the industry’s stability, competitive compensation, and the promising opportunities for career growth can further attract potential candidates. Advocating for stringent safety measures and emphasizing the importance of sustainable building practices introduces an added layer of social responsibility, capturing the attention of those committed to ensuring a secure work environment.

Ultimately, the collective efforts of the current workforce and today’s business leaders are pivotal in addressing the imminent skills gap that stands to affect us all. Proactively engaging in advocating for opportunities within the industry across all job levels is essential to guaranteeing a consistent influx of skilled workers, meeting the growing construction demands of both our state and nation.

———

Randy Pitre serves as the vice president of operations for Skanska USA Building’s North Texas and Houston building operations.

This article originally ran on InnovationMap.

Houston-based WellWorth was selected as the winner of this year’s Houston Startup Showcase. Photo via LinkedIn

Houston energy SaaS startup wins local pitch competition

no. 1

The Ion hosted its annual startup pitch competition, and one company walked away with a win.

WellWorth, a financial modeling and analysis software-as-a-service company for the upstream energy sector, won the Houston Startup Showcase + Expo and secured a $5,000 prize. The startup's technology introduces a more streamlined approach to NAV modeling or corporate financial modeling for its users.

“Having worked in investment banking, I have seen firsthand how the limitations of Excel models and a lack of bespoke tools have led to inefficient workflows in upstream Oil & Gas finance," says Samra Nawaz, CEO and Co-founder of WellWorth, in a statement. "We decided to solve this problem by building a cloud-based platform that helps energy finance leaders improve decision-making around raising, managing, and deploying capital.”

Nawaz explains how impactful the opportunity to pitch has been on WellWorth, which aims to raise funding early next year accelerate customer acquisition and product development.

“By getting involved in the Ion’s innovation ecosystem, we’ve been able to not only network with many entrepreneurs and innovators in the Houston community, but also find opportunities to scale our growth,” continues Nawaz. “We’re thrilled to have brought a few more customers onboard recently, and are working closely with them to optimize our product pipeline."

The company pitched alongside the other five finalists, which included Tierra Climate, MRG Health, BeOne Sports, Trez, and Mallard Bay. Mallard Bay, a booking platform for hunting and fishing trips, secured the people's choice award, which was decided by the crowd.

“Our flagship event, Houston Startup Showcase, not only connects startups and entrepreneurs with top business leaders but also provides them an opportunity to pitch their innovations to the technology ecosystem,” says Jan Odegard, executive director of the Ion, in a news release. “We extend our congratulations to WellWorth and the company’s innovative SaaS platform for energy industry finance teams, as well as Mallard Bay, the People’s Choice winner. These companies are exemplifying the exciting new technologies being developed in Houston today.”

In addition to the pitches, several companies showcased at the event, including Nanotech, manufacturer of thermal management materials for the built environment; last year's winner Unytag, a universal toll tag that provides drivers the ability to pass through tolls anywhere in the nation; and Softeq, provides early-stage innovation, technology business consulting, and full-stack development solutions to enterprise companies and innovative startups.

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Here are 10+ must-attend Houston energy events for Q2 2026

Mark Your Calendars

Editor's note: Q2 is underway, with a host of must-attend events for those in the energy transition sector. Houston will welcome some of the world's top energy conferences, expos, and forums over the next few months, so mark your calendars and begin registering now.

April 8-9, 2026 — AI in Oil & Gas Conference

In a world where data is the most valuable asset, how do you turn mountains of information into decisive, real-time action while also meeting ever-tightening emissions targets? The 2026 AI in Oil & Gas Conference will address these challenges and opportunities by bringing together 500+ senior executives, technical innovators, and operational leaders who are ready to push the energy industry forward.

The conference begins April 8 at Hyatt Regency Houston West. Register here.

April 20-21, 2026 — EMC25

Energy Marketing Conferences is thrilled to host EMC25 in Houston. This is one of the largest retail energy conferences in North America, and it plays host to some of the most influential energy providers, brokers, and suppliers in the energy industry.

This event begins April 20 at Hilton Post Oak Galleria. Register here.

April 20-21, 2026 7th American LNG Forum

Join LNG industry professionals, innovators and policymakers in Houston—one of the world’s leading energy hubs, to discover groundbreaking technologies that are driving the future of liquified natural gas. From market dynamics to decarbonization strategies, this is your chance to connect, learn and become part of the LNG revolution at American LNG Forum.

This event begins April 20 at the Houston Marriott West Loop by The Galleria. Register here.

April 22, 2026 — 6th American Hydrogen & CCUS Forum

Connect with hydrogen industry leaders, innovators, and policymakers at the American Hydrogen & CCUS Forum in Houston — one of the world’s foremost energy hubs. Discover groundbreaking technologies and strategies showcased at the Hydrogen Conference and Hydrogen Expo, focusing on hydrogen fuel cell technology, hydrogen energy, and low-carbon hydrogen solutions.

This event takes place April 22 at the Houston Marriott West Loop by The Galleria. Register here.

April 23-24, 2026 — American Data Centers Forum

American Data Centers Forum: From Building to Powering is a national forum dedicated to the energy, infrastructure, and innovation behind America’s next generation of data centers. The event will bring together developers, utilities, energy providers, policymakers, and technology leaders to address the critical challenge of scaling digital infrastructure sustainably and securely. From hydrogen and small modular reactors (SMRs) to microgrids, renewables, and carbon capture (CCUS), the discussions will explore real pathways to decarbonizing and strengthening the nation’s digital backbone.

This event begins April 23 at the Houston Marriott West Loop by The Galleria. Register here.

April 27-29, 2026 — PPMD Energy Data Convention

This flagship conference is dedicated to exploring the latest advancements and trends in energy data, offering opportunities for networking, knowledge exchange, and collaboration. Gain insights into cutting-edge data management practices and how they can enhance operational efficiency, support strategic decision-making, and contribute to achieving long-term objectives. This year's theme is "From Chaos to Clarity: Data-driven Value in the Energy Evolution. Highlights include keynote presentations from renowned experts, interactive panel discussions, hands-on workshops, and an exhibitor showcase.

This event begins April 27 at Norris Conference Center. Register here.

May 4-6, 2026 — Enverus Evolve Conference

Staying ahead of the curve in the energy sector is critical. This conference is designed to equip energy leaders with foresight in the energy market, providing cutting-edge technological know-how, sessions and networking opportunities industry leaders, and offering practical guidance on how to apply technology to solve big problems.

This event begins May 4 at Marriott Marquis, Downtown Houston. Register here.

May 4-7, 2026 — OTC 2026

The world’s largest offshore energy technology event returns to Houston beginning May 4. Dr. Mohamed Irfaan Ali, president of the Co-operative Republic of Guyana, will officially open the 2026 Offshore Technology Conference, delivering the Opening Address on May 4. This year's event will be cover the theme of "Steering Offshore Energy Innovation into the Future," emphasizes the pivotal role oil and gas, along with other emerging offshore energy sources, will play in shaping a sustainable and energy-secure future.

This event begins May 4 NRG Park. Register here.

May 18-19, 2026 — Geothermal Transition Summit North America

This two-day summit serves as the meeting point for the geothermal and oil and gas industries and will focus on geothermal energy, including scaling plants and navigating state regulations. The event promises 40 expert speakers, 15 exhibition spaces, and networking opportunities with 250 industry decision makers.

This event begins May 18 at Norris Conference Center. Register here.

June 1-4, 2026 — CLEANPOWER 2026 Conference and Exhibition

CLEANPOWER unites policymakers, experts, and corporate leaders to solve the challenges that none can solve alone. This must-attend, four-day conference is packed with cutting-edge discussions about wind, solar, storage, and transmission; dealmaking; networking; and fun.

This event begins Jun 1 at the George R. Brown Convention Center. Register here.

June 16-17, 2026 — Energy Projects Conference & Expo

The Energy Projects Conference & Expo (EPC Show) is the largest event in North America for professionals working at the heart of major energy projects. The essential event for engineering, construction, commissioning, operations and maintenance across multiple energy sectors brings together five leading conferences under one roof. Conference subjects span LNG exporting, hydrogen and ammonia, midstream, petrochem and refining, and sustainable aviation fuels.

This event begins June 16 at George R. Brown Convention Center. https://www.epcshow.com/

Chevron eyes $7B Texas power plant for Microsoft data center campus

power deal

Software giant Microsoft is negotiating exclusively with Houston-based oil and gas titan Chevron and investment firm Engine No. 1 about the development of a $7 billion power plant in West Texas that would supply electricity for a Microsoft data center campus.

The proposed natural-gas-fired plant initially would generate 2,500 megawatts of electricity, Bloomberg reports. The plant would be built near Pecos, a Permian Basin city, in an area where Microsoft plans to build a 2,500-megawatt data center campus on a 7,000-acre site.

A deal with Microsoft would secure a long-term customer for the plant’s output and help finance its construction, Bloomberg says. The project, expected to be producing power by 2030, still requires tax and environmental approvals as well an agreement to terms among Chevron, Engine No. 1, and Microsoft.

In a statement issued after Bloomberg reported the news, Chevron acknowledged it was in exclusive talks with Engine No. 1 and Microsoft, but the oil and gas company offered no details.

Chevron says the proposed plant “reflects an emerging shift in how power for AI is being developed, bringing energy supply closer to demand through co-located, behind-the-meter generation to deliver reliability while helping avoid added strain on regional electricity systems. It pairs sustained, always-on demand from advanced computing with proven capability to design, build, and operate large-scale energy infrastructure.”

Development of gas-powered electrical plants for AI data centers represents a new—and potentially lucrative— business line for Chevron. In 2025, Chevron, Engine No. 1 and GE Vernova announced a partnership to produce natural gas for AI data centers in the U.S.

Chevron’s collaboration with Engine No. 1 has already secured an order for seven large natural gas turbines from GE Vernova, according to Bloomberg.

“Energy is the key to America’s AI dominance,” Chris James, founder and chief investment officer of Engine No. 1, said last year. “By using abundant domestic natural gas to generate electricity directly connected to data centers, we can secure AI leadership, drive productivity gains across our economy, and restore America’s standing as an industrial superpower.”

8 CERAWeek 2026 takeaways from a new Houston energy leader

guest column

My first CERAWeek was a blur.

Having top energy executives, policymakers, and technologists all gathered in Houston—over 11,000 of them this year—was both overwhelming and energizing. The theme was “Convergence and Competition: Energy, Technology, and Geopolitics,” and walking through the George R. Brown Convention Center, it was immediately clear that this was no ordinary industry conference.

As a first-timer with a Greentown Labs lens, here’s what really stuck with me.

Disruption is the new normal

CERAWeek 2026 was set against the backdrop of conflict in the Middle East, the continued race to power AI, and a clear throughline: disruption is increasingly the new normal. You could feel it in every hallway conversation. The ongoing conflict in the Middle East, specifically Iran’s attacks on Qatar’s Ras Laffan facility and the closure of the Strait of Hormuz, affected roughly 20% of the world’s liquified natural gas supply, and that was woven into nearly every conversation throughout the week.

Secretary of Energy Chris Wright opened the conference with “Energy is life,” then quickly turned to natural gas. “America’s superpower is natural gas,” he said, pointing to its role in industry, heat, electricity, fertilizer, exports, and leading AI and manufacturing. That set the tone early and it never really shifted.

AI is still everywhere, but the conversation has shifted

No surprise that AI dominated the agenda. But what struck me as a first-timer was how much the conversation had matured. The AI discussion has moved from general enthusiasm to a much more practical focus on real use cases and measurable outcomes.

NVIDIA, Anthropic, and CyrusOne joined the established tech presences of Microsoft, Google, and AWS, occupying the Innovation Agora’s new AI Hub, which displaced the hydrogen hub from prior years. That detail alone tells you something about where the energy conversation has shifted. Annual global investment in data centers reached $771 billion in 2025, nearly on par with oil and gas ($835 billion) and renewable energy ($798 billion). We are not talking about a niche technology story anymore. This is a capital story, an infrastructure story, and an energy story all at once.

The prevailing tone was uncertain; the gap between what is being announced and what can actually be delivered was the subtext of almost every conversation. Transmission takes over a decade to build. The new generation takes five to nine years. AI infrastructure moves on three-to-five-year timelines. The math doesn’t work yet, and everyone is aware.

Pitch competitions still draw crowds

The Energy Venture Day and Pitch Competition at the McKinney Balcony was one of my favorite events of the week. Seeing Greentown members on that stage never gets old, but what really energized me was the broader mix: students, new founders, and veteran entrepreneurs in one space, all talking about how what they’re building is going to impact the world. S&P Global launched the NextGen cohort with 100+ graduate students from around the country getting a front-row seat to the energy sector.

Geothermal may have stolen the show

If I had to pick the most surprising theme of my first CERAWeek, it was geothermal. It drew the most consistent endorsement of the week, with Department of Energy representatives, oil and gas majors, and operators broadly aligned on its potential. Project InnerSpace hosted a dedicated Geothermal House for the first time, launching a standardized resource classification framework with the Society of Petroleum Engineers and an XPRIZE collaboration targeting surface-plant supply chain breakthroughs. For a sector that has lived in the shadows of wind and solar for years, CERAWeek 2026 was geothermal’s time to shine.

Wow, was I impressed with Melanie Nakagawa

Melanie Nakagawa, chief sustainability officer at Microsoft, delivered an impressive keynote during her fireside chat with Brad Burke. Her depth of experience, from the U.S. Department of State and venture capital to her current role at Microsoft, was matched only by her calm, hopeful demeanor. Leaders like her at the helm of climate action inspire genuine confidence in the future.

What about hydrogen?

Hydrogen was notably absent from the main stage. The AI Hub in the Innovation Agora displaced the hydrogen hub that had been a fixture in prior years. Seems like hydrogen still plays a role, but not as quickly or broadly as hoped. Blue hydrogen is moving forward cautiously. It wasn’t gone from the conversation entirely, but it no longer commands the room.

The label problem isn’t going away

Politics continues to polarize the industry. Climatetech, sustainability, cleantech — some labels carry broad objectives, others have become tribal signals. “Energy transition” for some means a replacement of fossil fuels; for others, it means an evolution across multiple dimensions simultaneously. CERAWeek 2026 showed an industry increasingly focused not on feel-good narratives about the future of energy, but on the harder questions of security, buildout, reliability, affordability, and competitiveness. A pragmatic shift may be the best answer to the label problem.

Collaboration isn’t optional—it’s strategic

The energy transition is no longer primarily an environmental story. It has become a technology and national competitiveness story. The problems are too big for any one company, sector, or country to solve alone. From incubators and investors to utilities and hyperscalers, the message was consistent all week: move together or we don’t move. S&P Global introduced “The Bridge,” a new venue specifically for energy-tech crossover conversations: a small but meaningful signal that even the conference organizers recognize that collaboration will get us further.

The scale and the energy in the room (pun intended) are what stood out most from my first CERAWeek. The industry knows what needs to get built. The question now is whether we can work together to build it fast enough.

See you next year, CERAWeek.

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Kelsey Kearns is director of Greentown Houston with more than a decade of experience in the technology sector. She served as director of community strategy for Greentown Houston from September 2025 to February 2026. Before that, she was director of business development for Howdy.com.

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