Geopolitical shifts are reshaping infrastructure decisions as companies navigate growing demand for AI and data centers, energy constraints, global supply chain dependencies, and climate-related pressures. We discuss how these interconnected forces are creating strategic vulnerabilities and critical dependencies—and how companies can build resilience while identifying opportunities in an evolving global environment.

Key topics and timestamps

• 1:45 — Geopolitics and infrastructure strategy
• 6:29 — AI, data centers, and global dependencies
• 11:12 — Power grid challenges and energy demand
• 17:59 — Identifying strategic vulnerabilities
• 22:47 — Balancing sustainability and energy security
• 29:16 — A framework for board-level risk oversight
• 34:04 — Turning geopolitical risk into opportunity

For more details on geopolitics and infrastructure, check out these other publications:

• Climate Week 2026 recap: Key takeaways from the conversations happening on the ground
• Managing geopolitical risk in a more turbulent world — 7 things to consider

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About our guest

Craig Stronberg is the Senior Director of PwC Intelligence. He works for PwC leaders, enabling decision confidence about how geopolitics impacts business strategy and investment. He leads the geopolitical capability for PwC Intelligence, spearheading a team of analysts that provide global intelligence to key stakeholders. In addition, he is the primary geopolitical risk advisor to PwC leadership and the PwC board of directors.

About our host

Heather Horn is the PwC National Office Sustainability and Thought Leader, responsible for developing our communications strategy and conveying firm positions on accounting, financial reporting, and sustainability matters. In addition, she is part of PwC’s global sustainability leadership team, developing interpretive guidance and consulting with companies as they transition from voluntary to mandatory sustainability reporting. She is also the engaging host of PwC’s accounting and reporting weekly podcast and quarterly webcast series.

Transcripts

Transcripts available upon request for individuals who may need a disability-related accommodation. Please send requests to us_podcast@pwc.com.

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