AXIOS (Amy Harder) - Instability rocks Houston energy summit as Iran war, AI jolt oil markets
HOUSTON — Instability is the defining mood at the world's most influential energy gathering this week — playing out in a split screen of oil markets jolted by the Iran war and an AI-supercharged power sector. Why it matters: The vibe at the CERAWeek conference underscores how quickly the energy landscape has turned unpredictable, leaving billions in investment decisions — and what consumers ultimately pay — hanging in the balance. Driving the news: The biggest headlines out of the S&P Global-run event are coming from the parallel geopolitical events of the Iran war and Venezuela. What they're saying: Conference host Daniel Yergin asked ConocoPhillips CEO Ryan Lance on the main stage yesterday how he thought the oil market was…