Podcast appearances and mentions of Jason Bordoff

Energy abundance means different things in today's global context than it did even a decade ago. It is about expanding electricity access while meeting rising energy demand. It is about navigating geopolitical fragmentation, limited government support, and shifting development priorities. And it is about leveraging new technologies to deliver reliable power at scale. But the challenge is not just technological. It is institutional and financial. Many low- and middle-income countries face high capital costs, limited access to financing, and policy frameworks that struggle to keep pace with growing demand.  Solving this challenge is a priority for both the Center on Global Energy Policy and The Rockefeller Foundation. That's why this past spring the two organizations launched a high-level panel to advance "universal energy abundance," an idea that positions reliable, affordable energy as a cornerstone of economic growth, industrialization, and opportunity in emerging and developing economies.  So what does it take to move from energy scarcity and toward energy abundance? Can international institutions, governments, and investors come together to mobilize the scale of investment required? And how can emerging economies balance the urgency of expanding energy access with the need for affordability, reliability, and sustainability? Today on the show, we're revisiting a conversation that Jason Bordoff had back in April with Rajiv Shah, president of The Rockefeller Foundation, about the high-level panel and its goals. Rajiv has led The Rockefeller Foundation since 2017. Prior to that, during the Obama administration, he led the US Agency for International Development as its administrator. He also served on the National Security Council, at the US Department of Agriculture, and held leadership roles at the Bill & Melinda Gates Foundation. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Abundance and affordability have become buzzwords among policymakers, who often have sharply different interpretations of how to attain them. To some, an energy abundance agenda means fewer regulatory barriers to produce more clean, cheap power. Others, however, question whether the narrative glosses over the hard trade-offs around land use, community concerns, or environmental impacts.    Yet even as data centers, surging power demand, and rising electricity costs dominate public discourse around energy, how we talk about decarbonization in mainstream politics has radically changed. So what have we learned from major climate policies like the Inflation Reduction Act? And what does the trajectory of these policies say about the durability of climate politics today?  Today on the show, Jason Bordoff speaks with Matthew Yglesias, who argues that energy policy cannot be siloed off as merely a climate issue—contending that clean energy progress is far more politically and economically durable when tied directly to economic growth, industrial capacity, and grid infrastructure rather than consumer sacrifice. Matthew is the author of "Slow Boring," a substack about US politics and policy. He also co-hosts The Argument, a podcast on which he and co-host Jerusalem Demsas debate politics and policy. His most recent book, The Rent Is Too Damn High, is about the policy origins of the middle class housing affordability crisis in America. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

What more should we know now about this country that is central to the global economy and is playing an ever greater role in geopolitics? Synopsis: Every second Friday of the month, The Straits Times’ senior columnist Ravi Velloor distils 45 years of experience covering the Asian continent, with expert guests. In this first-ever joint episode of Asian Insider and Radio Davos, he is joined by the World Economic Forum’s Robin Pomeroy as they speak with Qian Liu, whose Wusawa Advisory helps companies understand China. It was recorded in late June at the World Economic Forum’s Annual Meeting of the New Champions 2026 in Dalian, China. Ravi and Robin discuss with Qian about how a Chinese economy built on innovation and scale is impacting the world, the mainland’s internal worry lines such as high youth unemployment and lagging consumption, and why female power could drive China’s next growth phase. Highlights (click/tap above) 4:00 Exports, joblessness, property in a slowing economy 9:00 China’s property market prospects 11:10 ‘Ageing concubine’ Europe ‘cooking up’ negativity 15:00 EVs, cognac and bubble tea 19:40 You don’t need to get fat on Chinese ice-cream 23:10 ‘Involution’ and its imperatives 25:00 Shrugging off Hormuz 27:00 China’s watching US destroy itself 33:00 Female power in China More at wef.ch/amnc26 and across social media using the hashtag #AMNC26 Produced and edited by Radio Davos: Editing - Seamus Hart, Louie Carroll Studio production: Gareth Nolan --- Read Ravi's columns: https://str.sg/3xRP Follow Ravi on X: https://twitter.com/RaviVelloor Sign up for ST’s weekly Asian Insider newsletter: https://str.sg/sfpz Host: Ravi Velloor (velloor@sph.com.sg) Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX YouTube: https://str.sg/rF3qR Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- Discover more Radio Davos podcasts:From 'US innovates, China imitates' to 'Opportunity 2.0' - lessons from Summer Davos: https://www.weforum.org/podcasts/radio-davos/episodes/strategic-intelligence-amnc26-debrief-china-innovation/The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-energy-china-hormuz-oil-gas-renewables-bordoff/AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-just-happened-summer-davos/All podcasts: wef.ch/podcasts: YouTube: https://www.youtube.com/@wef/podcasts Radio Davos: https://pod.link/1504682164Meet the Leader: https://pod.link/1534915560Agenda Dialogues: https://pod.link/1574956552 --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

What more should we know now about this country that is central to the global economy and is playing an ever greater role in geopolitics? Synopsis: Every second Friday of the month, The Straits Times’ senior columnist Ravi Velloor distils 45 years of experience covering the Asian continent, with expert guests. In this first-ever joint episode of Asian Insider and Radio Davos, he is joined by the World Economic Forum’s Robin Pomeroy as they speak with Qian Liu, whose Wusawa Advisory helps companies understand China. It was recorded in late June at the World Economic Forum’s Annual Meeting of the New Champions 2026 in Dalian, China. Ravi and Robin discuss with Qian about how a Chinese economy built on innovation and scale is impacting the world, the mainland’s internal worry lines such as high youth unemployment and lagging consumption, and why female power could drive China’s next growth phase. Highlights (click/tap above) 4:00 Exports, joblessness, property in a slowing economy 9:00 China’s property market prospects 11:10 ‘Ageing concubine’ Europe ‘cooking up’ negativity 15:00 EVs, cognac and bubble tea 19:40 You don’t need to get fat on Chinese ice-cream 23:10 ‘Involution’ and its imperatives 25:00 Shrugging off Hormuz 27:00 China’s watching US destroy itself 33:00 Female power in China More at wef.ch/amnc26 and across social media using the hashtag #AMNC26 Produced and edited by Radio Davos: Editing - Seamus Hart, Louie Carroll Studio production: Gareth Nolan --- Read Ravi's columns: https://str.sg/3xRP Follow Ravi on X: https://twitter.com/RaviVelloor Sign up for ST’s weekly Asian Insider newsletter: https://str.sg/sfpz Host: Ravi Velloor (velloor@sph.com.sg) Follow Asian Insider Podcast on Fridays here: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX YouTube: https://str.sg/rF3qR Feedback to: podcast@sph.com.sg --- Follow more ST podcast channels: All-in-one ST Podcasts channel: https://str.sg/wvz7 Get more updates: http://str.sg/stpodcasts --- Get The Straits Times app, which has a dedicated podcast player section: The App Store: https://str.sg/icyB Google Play: https://str.sg/icyX --- Discover more Radio Davos podcasts:From 'US innovates, China imitates' to 'Opportunity 2.0' - lessons from Summer Davos: https://www.weforum.org/podcasts/radio-davos/episodes/strategic-intelligence-amnc26-debrief-china-innovation/The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-energy-china-hormuz-oil-gas-renewables-bordoff/AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-just-happened-summer-davos/All podcasts: wef.ch/podcasts: YouTube: https://www.youtube.com/@wef/podcasts Radio Davos: https://pod.link/1504682164Meet the Leader: https://pod.link/1534915560Agenda Dialogues: https://pod.link/1574956552 --- #STAsianInsiderSee omnystudio.com/listener for privacy information.

China is a partner and rival to many countries around the world. But what should we know about this country that is central to the global economy and is playing an ever greater role in geopolitics? On this joint episode of Radio Davos and Asian Insider, a podcast from the Singapore-based Straits Times, we speak to Qian Liu, whose company Wusawa helps advise companies understand China. Co-hosted by Ravi Velloor of Asian Insider: https://www.straitstimes.com/tags/asian-insider-podcast Produced and edited by: Editing - Seamus Hart, Louie Carroll. Studio production: Gareth Nolan. This was recorded at the World Economic Forum's Annual Meeting of the New Champions 2026. Catch up on that at wef.ch/amnc26 and across social media using the hashtag #AMNC26. About Straits Times Asian Insider: Channel: https://str.sg/JWa7 Apple Podcasts: https://str.sg/JWa8 Spotify: https://str.sg/JWaX Weekly Asian Insider newsletter: https://str.sg/sfpz  Related podcasts: From 'US innovates, China imitates' to 'Opportunity 2.0' - lessons from Summer Davos: https://www.weforum.org/podcasts/radio-davos/episodes/strategic-intelligence-amnc26-debrief-china-innovation/ The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-energy-china-hormuz-oil-gas-renewables-bordoff/ AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-just-happened-summer-davos/ Check out all our podcasts on wef.ch/podcasts:  YouTube - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552    

It started last year as a pressure campaign at sea, with the United States seizing  tankers as part of what President Trump called a "total and complete blockade" of vessels carrying Venezuelan crude subject to US sanctions. It crescendoed on January 3, when US forces captured Venezuelan President Nicolás Maduro, bringing him and his wife to New York on narcoterrorism charges. Since Maduro's removal, confusion remains over whether—and to what extent—the US is controlling the country's oil sector. But one thing is clear: despite holding the world's largest oil reserves, Venezuela is producing at a fraction of its former levels, and its path to recovery is anything but certain. A national tragedy has only added to the instability. In June, twin earthquakes claimed more than 5,000 lives. While the country's energy infrastructure did not sustain significant damage, the quakes exposed deep fault lines in the country's political leadership and served as a stark reminder of an already long-standing humanitarian crisis in the region.   So what's the state of the energy sector and energy investments in Venezuela? How has the global energy crisis changed the calculus for prospective energy developers? What role is the Trump administration playing in the sale of Venezuelan oil? And where is oil production headed?  Today on the show, Jason Bordoff speaks with Luisa Palacios about the state of the Venezuelan energy sector, efforts around creating new policies to boost oil production, and the impact of the June earthquakes. Luisa is an adjunct senior research scholar at the Center on Global Energy Policy (CGEP) at Columbia University, where she previously served as head of research. Before joining CGEP, Luisa was chairwoman of Citgo Petroleum Corporation, the US refining arm of Venezuela's state oil company, PDVSA. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

Over the past five months, the Strait of Hormuz has been closed for extended stretches of time, disrupting roughly 10 to 15 million barrels of oil supply each day. It is the biggest energy supply shock in history, but global energy markets are defying historical expectations. Despite lost production and heightened geopolitical instability, crude oil prices are far below the catastrophic levels many analysts predicted early on. But beneath the headline numbers, the broader energy system tells a far more complicated story. Refining margins have spiked to unprecedented levels, global coal consumption is pacing toward a new record high, and the ways energy moves around the world are changing in real time as the crisis continues to unfold.  So, why hasn't this massive disruption triggered a full-blown global economic crisis? What role are China's massive strategic stockpiles, shifting demand patterns, and the ongoing energy transition playing in dampening the shock? And what are the long-term security implications for global oil refining, shipping chokepoints, and future LNG infrastructure? Today on the show, Jason Bordoff talks to Bloomberg opinion columnist Javier Blas about how the strait closure and Iran war have impacted global energy markets so far. Prior to joining Bloomberg in 2015, Javier held a number of roles at the Financial Times, including Africa editor and commodities editor. He is also the co-author of The World for Sale: Money, Power and the Traders Who Barter the Earth's Resources. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

"Polycrisis" was a term coined to describe the convergence of multiple global challenges: political polarisation, conflicts, and the breakdown of post-World War Two norms on issues such as trade and security. Yuen Yuen Ang, a political science professor at Johns Hopkins University, says polycrisis was a useful way of framing the problem, but to find solutions we should consider the global "polytunity". This episode of Radio Davos was produced jointly with CNA Correspondent from Singapore-based Channel News Asia, and is co-hosted with CNA journalist Olivia Siong. https://www.channelnewsasia.com/listen/cna-correspondent This was recorded at the World Economic Forum's Annual Meeting of the New Champions 2026. Catch up on that at wef.ch/amnc26 and across social media using the hashtag #AMNC26. Related podcasts: From 'US innovates, China imitates' to 'Opportunity 2.0' - lessons from Summer Davos:  https://www.weforum.org/podcasts/radio-davos/episodes/strategic-intelligence-amnc26-debrief-china-innovation/ The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff:  https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-energy-china-hormuz-oil-gas-renewables-bordoff/ AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-just-happened-summer-davos/ Check out all our podcasts on wef.ch/podcasts:  YouTube - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

As the demand for power surges across the US, the debate over how to build energy infrastructure has reached a fever pitch. And while both sides of the aisle broadly agree that the current permitting process is broken, turning that consensus into actual ​legislation remains a challenge. So how do we define permitting reform, what does meaningful progress actually look like, and where do we stand today?  Alan Armstrong is keenly focused on those questions. After spending his entire career in the energy industry, he was sworn into the US Senate in March, representing Oklahoma. (Oklahoma Governor Kevin Stitt appointed him after Markwayne Mullin resigned to become US secretary of Homeland Security. Per Oklahoma law, Armstrong cannot run for reelection.) Senator Armstrong spent 15 years as CEO of Williams Companies, one of the largest natural gas infrastructure firms in North America. He is also the former chair of the National Petroleum Council and a founding member of Natural Allies for a Clean Energy Future. Last week, Jason Bordoff spoke with Senator Armstrong about his legislative focus: permitting reforms aimed at streamlining energy buildouts. They discussed a bill that the senator has sponsored, the American Energy and Mineral Infrastructure Act of 2026, as well as the broader wave of reform efforts drawing bipartisan attention. The senator reflected on his time at Williams and how that informed his view on permitting policy. They discussed the role of judicial review, the power dynamic between federal and state regulators, and how growing energy affordability concerns are adding new pressure to pass meaningful permitting reform. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

Critical minerals sit at the intersection of energy technology, industrial competitiveness, and economic resilience. The issue has hit a fever pitch in the United States, driving the Trump administration to establish a $12 billion Strategic Critical Minerals Reserve and take other steps to support domestic mining projects. More broadly, G7 countries recently agreed to step up coordination to cut their countries' reliance on China for critical minerals. All of these moves are targeted at breaking China's stronghold on the sector, which it built over decades as the US largely turned away from securing a critical mineral supply chain. And it's not just about supply dominance, China is also using its strengths in the sector as a geopolitical weapon. Yet, questions remain over whether US investments to date, or international agreements, are stoking the level of private investment needed to compete with China. So what financial models could provide effective blueprints for quickly scaling mineral supply? Which countries are pursuing the most promising approaches? And looking beyond investments, what policy tools could help the US and its allies grow a resilient critical minerals supply chain?  Today on the show, Bill Loveless speaks to Tom Moerenhout and Tomasz Nadrowski about what it takes to build mineral supply chains as strategic infrastructure and how targeted financial instruments could lower risks for investors. Tom Moerenhout leads the Critical Materials Initiative at the Center on Global Energy Policy and is a professor at Columbia University's School of International and Public Affairs. Recently, he and other scholars at the center contributed to a new World Economic Forum report called "Making Critical Minerals Bankable: Policy Tools to Unlock Investment." Tomasz Nadrowski is the co-founder and portfolio manager at Amvest Terraden, where he invests in exploration, development and mining companies that are focused on strategic minerals. He has 25 years of mining sector investment experience. He is also the author of the recently published book Mineral War: China's Quest for Weapons of Mass Destruction. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

"One of the most common refrains you used to hear 10 years ago was 'US innovates, China imitates, and Europe regulates'. Today, I don't hear that anymore." Aparna Bharadwaj, a managing director at Boston Consulting Group, joins us to analyse what we learned about geopolitics and business relations at Summer Davos, AMNC26. And Yang Yanqing, director of ShanghaiTech's Center for Education, Innovation and Sustainable Development, dissects how the rise of artificial intelligence has transformed education and jobs markets worldwide. Both were in Dalian, China for the World Economic Forum's Annual Meeting of the New Champions and joined us online to discuss the big lessons on geopolitics, economics and more from AMNC26. Hosts: Robin Pomeroy, Radio Davos, and Jessica Wanger,  Deputy Head, Event Editorial, World Economic Forum This episode was recorded live in front of an online audience of Forum partners and digital members who can watch it here: https://toplink.weforum.org/sessions/a0WTG000001drrt2AA/annual-meeting-of-the-new-champions-debrief-2026. To become a digital member, visit: https://initiatives.weforum.org/strategic-intelligence-community/join-us Related podcasts: AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-just-happened-summer-davos/ The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-energy-china-hormuz-oil-gas-renewables-bordoff/ The scientific advances ready to change the world: the Top 10 Emerging Technologies 2026: https://www.weforum.org/podcasts/radio-davos/episodes/top-10-emerging-tech-2026/ Check out all our podcasts on wef.ch/podcasts:  YouTube: https://www.youtube.com/@wef Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552        

Nearly a month after a ceasefire, the US-Iran deal seems to have all but collapsed as both nations have slipped back into active conflict. On Sunday, Tehran announced that the Strait of Hormuz is once again closed—a move President Trump immediately countered, stating the waterway will remain open "with or without Iran." Since then, both the US and Iran have reportedly begun new attacks, and the President said the US will reinstate its blockade to become the "guardian" of the strait, even floating a controversial plan to charge commercial ships to ensure their safe passage.  We are in a critical window where both sides are aggressively trying to redefine their leverage in the Persian Gulf region, yet neither has fully abandoned the negotiating table. The U.S. can't maintain its high-stakes engagement indefinitely.  So are we right back to square one? Is this perpetual state of uncertainty the new normal for the Strait of Hormuz? What realistic leverage does Washington still possess on the nuclear front? And with senior Houthi leaders announcing their involvement, how does the collapse of this deal reverberate throughout the Persian Gulf region?  Today on the show, Jason Bordoff discusses the current and unpredictable state of affairs in the strait, and how it could play out in the coming weeks and months, with Suzanne Maloney, the vice president and director of the foreign policy program at the Brookings Institution. Suzanne's research focuses on Iran and Persian Gulf energy. She has advised Democratic and Republican administrations on Iran policy, including as an external advisor to senior State Department officials during the Obama administration and as a member of Secretary of State Condoleezza Rice's Policy Planning staff during the administration of George W. Bush. Earlier in her career, she served as Middle East advisor for ExxonMobil Corporation. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

In the 23 days since the US and Iran agreed to a ceasefire, strikes have returned, following a familiar pattern: Iran attacks vessels using an internationally backed sea lane in Omani territorial waters, the US retaliates against Iranian military infrastructure, and Iran strikes back at US bases across the region. This week, alongside funeral processions for the assassinated Ayatollah Ali Khamenei, both physical and verbal attacks escalated. Yet, both the US and Iran are still signaling they prefer diplomacy over a return to full-scale war. Despite this week's events, Brent crude oil prices are only $5 above levels that preceded the war. Some 200 million barrels of oil stranded on vessels and in storage have managed to exit the straits since late May. But this crisis is far from over. Inventories of crude oil and oil products have been severely depleted. The trapped oil that has exited Hormuz represents only several weeks of supply, perhaps eight million barrels per day of production remain shut in, and Qatar has yet to restore its LNG production. Today, host Daniel Sternoff sits down with Center on Global Energy Policy experts Anne-Sophie Corbeau and Karen Young to consider the near- and long-term outlook for energy markets. They discuss what's at stake for Iran, how renewed strikes impact traffic through the Strait of Hormuz, and how a sustained uptick in hostility could impact the LNG market heading into winter. Credits: Hosted by Jason Bordoff, Bill Loveless, and Daniel Sternoff. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Is 2026 the year it all changed for energy? The Strait of Hormuz closure was "the largest oil supply disruption in history" but has not (yet) brought the global economy to its knees. But are we now living in a post-Hormuz world where countries and companies are seeking to diversify energy supply and ramp up renewables? Jason Bordoff of the Center on Global Energy Policy and the Columbia Energy Exchange podcast returns to Radio Davos, at the Forum's 'Summer Davos' in China, for an update on the global energy situation. Co-hosted by Roberto Booca, head of the Forum's Centre for Energy and Materials. Links: Energy Transition Index 2026: https://www.weforum.org/publications/energy-transition-index-2026/ World Economic Forum Centre for Energy and Materials: https://centres.weforum.org/centre-for-energy-and-materials/home Center on Global Energy Policy at Columbia University: https://www.energypolicy.columbia.edu/ Columbia Energy Exchange podcast: https://www.energypolicy.columbia.edu/series/columbia-energy-exchange/ Catch up on all the action from World Economic Forum's Annual Meeting of the New Champions 2026 at wef.ch/amnc26 and across social media using the hashtag #AMNC26. Related podcasts: AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-just-happened-summer-davos/ A "fundamental shift" in energy thinking: the Energy Transition Index 2026: https://www.weforum.org/podcasts/radio-davos/episodes/energy-transition-index-2026/ The Iran oil shock: will it force the world to re-think the future of energy?: https://www.weforum.org/podcasts/radio-davos/episodes/oil-shocks-hormuz-iran-columbia-energy-exchange-jason-bordoff/ Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/ Check out all our podcasts on wef.ch/podcasts: YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

Grid operators sit at the center of many of the biggest forces reshaping the global energy system. They're navigating rising electricity demand, a lack of transmission infrastructure, shifting regulatory policies, and maintaining the tricky balance between affordability, reliability, and the need for dispatchable power.  Both here in the US and around the world, operating a reliable and resilient grid—in the face of increasingly severe weather and complex interconnection demands—is more difficult than ever. And these challenges are felt well outside the power sector. Spiking utility rates in some regions have turned electricity into a major political issue. So, what does the future of grid planning tell us about the ultimate pace of the energy transition? How can system operators manage the surge in demand from AI and data centers without compromising reliability? And how can open-source grid planning tools help both developed and developing markets build a flexible power system for the next 30 to 50 years? Today on the show, Jason Bordoff speaks to Alice Yake about the opportunities but also the challenges in building cleaner electrical grids. Alice is vice president of GRIDS at Breakthrough Energy, where she leads a team focused on the development of an open-source grid planning ecosystem designed to make energy system modeling transparent, accessible, and trustworthy. Previously, she spent 14 years at the utility Xcel Energy, where she rose to chief planning officer. Before that, she worked for the oil and gas company Occidental. She started her career at Enron. And for more about the Center on Global Energy Policy's work on electricity affordability, read here. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Concerns about the affordability of electricity in the US have been rising along with prices. And while the headlines have pointed to AI and data centers as the underlying factors, the exact causes are more complex.  The problem reflects a convergence of pre-existing structural failures, including inefficient infrastructure planning, utility incentives that are misaligned with cost efficiency, slow permitting times, and storm damage and wildfire costs. And now, higher electricity demand, including from data centers, is accelerating all of these pressures and adding some of their own. Today on the show, Bill Loveless speaks to Doug Arent and Robin Millican about their recent reports for the Center on Global Energy Policy that examine the structural roots of rising electricity prices and look at approaches to improving grid investments and resilience. Doug is a global fellow at the Center on Global Energy Policy and the emeritus executive director at the Foundation for the National Laboratory of the Rockies, a nonprofit established to support the Department of Energy lab, where he served for nearly 30 years, rising to the role of deputy associate director. Robin directs research programs and strategic partnerships at CGEP, leading its research agenda. Previously, she was the head of strategic initiatives and integration at Breakthrough Energy, the global organization founded by Bill Gates to accelerate the transition to affordable, reliable, and clean energy.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

The energy transition is in the midst of its own transition. Spiking electricity demand and geopolitical events are driving up energy prices, while debates over the best sources of generation play out amid supply chain constraints and questions about whether or not the energy crisis in the Strait of Hormuz will accelerate a transition away from oil and gas.  But underneath all those debates is a more basic question: do we have the data, evidence, and analytical clarity that is needed to understand where the energy world actually stands? Today on the show, Jason Bordoff speaks with Michael Cembalest about "Fighting Words: The Energy Transition in 2026," the latest installment of Michael's annual "Eye on the Market" energy report. It takes a hard look at the state of the energy transition and the many battles shaping the energy world today, from the so-called "primary energy fallacy," which can obscure how much useful energy renewables actually provide, to China's dominance in the sector, to the economics of electric vehicles. Michael is chairman of market and investment strategy for J.P. Morgan Asset Management. Prior to this role he was chief investment officer for J.P. Morgan's Global Private Bank, and has spent his entire career at the bank, joining the securities division in 1987. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Yesterday, the US and Iran signed a memorandum of understanding starting the clock on a 60-day truce. The agreement intends to halt attacks, begin lifting the US naval blockade, and restore commercial traffic through the Strait of Hormuz. But deep uncertainty remains over how energy will actually flow through the waterway—and over the ultimate fate of Iran's nuclear program. Add to this, an increasingly tense relationship between the US and Israel, which has said it does not consider itself bound by the MOU. And here in the US, political pressure could quickly shift Washington's calculations if the reopening of the Strait yields minimal strategic concessions on Iran's ballistic missiles, nuclear enrichment, and regional proxy networks. So what happens next? How will global energy markets and regional security adjust if this temporary truce collapses? Who ultimately holds the leverage in this next phase of the crisis? To address those and other questions about the ceasefire and the intersection of national and energy security, two people who recently sat at the very center of US foreign policy — Jake Sullivan and Jon Finer — joined Jason Bordoff for a special episode of Columbia Energy Exchange. Jake served as National Security Advisor during the Biden Administration, where he was the chief architect of the 2022 National Security Strategy, coordinated the global response to Russia's invasion of Ukraine, and designed the "small yard, high fence" framework for US-China technology competition. Last year he joined the Harvard Kennedy School as the Kissinger professor of the practice of statecraft and world order. Jon served alongside him as Deputy National Security Advisor, bringing decades of experience in high-stakes diplomacy, crisis management, and international law to the highest levels of government. Jon held a number of roles in the Obama administration, including chief of staff to Secretary of State John Kerry. And he's a former distinguished visiting fellow at CGEP. They are also the hosts of "The Long Game," an essential podcast for anyone trying to make sense of foreign policy and national security in our world today.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

The 109-day-old Iran crisis is heading toward an off-ramp in the form of a not-yet-public Memorandum of Understanding to reopen the Strait of Hormuz. While energy markets are celebrating with a sell-off, the actual operational future of the waterway chokepoint remains unclear.   Navigable shipping corridors remain constricted by mines, hundreds of vessels are still trapped, and full recovery could take months. Furthermore, the ground rules have fundamentally shifted, according to reports that Iran intends to enforce its own regulatory protocols and collect mandatory "service fees" for passage.   The global energy map has been deeply altered by a crisis that disrupted as much as 20 million barrels a day, revealing long-term vulnerabilities. How will this 60-day ceasefire window play out as negotiations face roadblocks over nuclear and sanctions issues? And how will the region's oil producers permanently adapt to this new phase of accommodation with Tehran?   Today, host Daniel Sternoff sits down with Center on Global Energy Policy experts Karen Young, Richard Nephew, and Ira Joseph. They break down the strategic, economic, and logistical realities behind this "paper peace," and what the US-Iran deal means for the future of global energy security. Credits: Hosted by Jason Bordoff, Bill Loveless, and Daniel Sternoff. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

The clean energy transition had real momentum at the end of 2024. It was buoyed by federal support, billions of dollars of investment in new technologies, and broad acknowledgment of the costs of climate change caused by greenhouse gas emissions. But major roadblocks have emerged over the past 18 months. US support for some forms of clean energy was revoked. And rising energy costs, due in part to an urgent call for data center build-out, have made affordability a priority for many stakeholders. The challenge is truly daunting. Despite significant clean energy investments, some 80 percent of the world's energy is still derived from fossil fuels. Tariffs and supply disruptions have made clean energy infrastructure harder to build. So what does all of this mean for the speed and scale of the energy transition? How are businesses navigating so much instability when billions of dollars and decades-long infrastructure commitments are at stake? And what does this all say about whether the global energy system can ever be clean, accessible, and affordable? Today on the show, Bill Loveless speaks with Jessica Uhl about the challenges of and opportunities for making energy abundant, accessible, and clean.  Jessica has held senior leadership roles in upstream oil and gas, renewables, and power technology, including serving as CFO of Shell and later as president of GE Vernova. Jessica is now a senior advisor with the Three Cairns Group, an investment and philanthropic firm focused on the climate crisis. She also serves on a number of boards, including the executive and advisory boards at the Center on Global Energy Policy.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But a massive surge in electricity demand in recent years—now colliding with a fracturing geopolitical landscape—has reshaped the global race for clean, reliable power.   All this has pulled nuclear energy back to the center of the national conversation—with many policymakers from both sides of the aisle calling for a nuclear renaissance. But past multi-billion dollar cost overruns on traditional gigawatt-scale projects still hang over the sector, even as a novel pipeline of small modular reactors and other advanced nuclear technologies promise to reshape the grid. This has put renewed attention on whether the US regulatory system is ready for the scale and speed of what's needed.   So what reforms are key to supporting the US nuclear energy sector? What needs to be done to ensure speed, safety, and predictability? And where do policymakers need to be careful to preserve the credibility, independence, and public trust that make nuclear regulation durable over the long term?   Today on the show, Jason Bordoff speaks with Ashley Finan and Amy Roma about the growing nuclear industry and evolving landscape of nuclear regulation.   Ashley is the Jay and Jill Bernstein fellow here at the Center on Global Energy Policy and previously served in senior leadership roles at Idaho National Laboratory, where she worked on nuclear energy and national security issues.   Amy is a partner at the law firm Orrick, where she advises clients on legal, business, and policy matters related to the existing nuclear fleet, as well as advanced reactors, fusion facilities, and supporting nuclear infrastructure. She is also a nonresident senior fellow at the Atlantic Council's Global Energy Center. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

Despite all the advancements we have achieved globally in recent decades, as many as 750 million people still lack access to electricity. Tackling energy poverty requires far more than linking communities to an electric grid. Closing the massive disparity in opportunity for people around the world will require building energy abundance, not just access. Energy is prosperity, and one way to measure it is by the Modern Energy Minimum. Developed by the Energy for Growth Hub, this benchmark posits that a truly modern life requires at least 1,000 kilowatt-hours per person, per year—10 to 20 times the amount typically used to define electricity access.  Here at the Center on Global Energy Policy we're partnering with the Rockefeller Foundation to launch a High-Level Panel on Universal Energy Abundance. The panel is dedicated to providing decision-makers with the insights needed to drive industrialization, job creation, and broad-based prosperity across emerging economies.  So how can we develop and invest in energy infrastructure globally in a way that supports prosperity? What role should governments play? Do the right tools to improve access exist? And how do we navigate the tension between energy growth and climate policy?  Today on the show, Jason speaks with Katie Auth about energy's role in driving lasting economic change and why the modern energy minimum model could produce a meaningfully better standard of living in developing economies. Katie is the deputy executive director at the Energy for Growth Hub, which works to end poverty through sustainable development and climate resilience. She's also a non-resident fellow on US-Africa relations at the Carnegie Endowment for International Peace and a member of the Economic Advisory Council for the U.S. Millennium Challenge Corporation. Previously, she spent seven years at the U.S. Agency for International Development, including as senior development finance advisor and acting deputy coordinator of Power Africa. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But the last 24 months have shattered that illusion. Energy providers now face extreme industrial volatility—where companies tasked with building the future of clean energy are also grappling with multi-billion dollar losses, supply chain fragility, and a sudden, massive surge in power demand. As the president and CEO of Siemens Energy, Christian Bruch sits at the epicenter of these contradictions. The company is a global giant, responsible for a massive portion of the world's power generation and transmission infrastructure. Yet, even a company of this scale has not been immune to the existential challenges of the modern energy market. In 2023, its wind division, Siemens Gamesa, suffered major technical and financial setbacks. Since then, Siemens Energy has staged a significant turnaround. Its wind business is back on track and Siemens Energy is seeing unprecedented demand for its gas turbines and grid technology, driven largely by demand from data centers to power artificial intelligence.  All of this makes the company a useful lens through which to understand where the global energy system is headed as energy infrastructure providers sprint to keep up with the world's thirst for electricity. What does the "speed to power" mean for the pace of decarbonization? And how is the role of an energy CEO changing in a world where industrial strategy and geopolitics are now inseparable? Today on the show, Jason Bordoff speaks with Christian Bruch about the opportunities and challenges that Siemens Energy is facing today, from surging electricity demand and growing infrastructure investments, to geopolitical headwinds and supply risks. Christian is the president and CEO of Siemens Energy as well as the president and CEO of Siemens Energy Management. Earlier in his career, he worked for more than 15 years at the Linde Group, a global industrial gases and engineering company, where he held a number of leadership roles. He started his career with the German energy company RWE Group, rising  to head of research and project development at RWE Fuel Cells. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

he Strait of Hormuz has been closed for months. Yet oil is trading — at least as of late Tuesday — at under $110 a barrel. Why haven't the markets responded more to the biggest supply disruption of all time? Is it a credit to President Trump, and does it give us any clues to how future presidents should handle other energy crises?On the latest episode of Shift Key, Rob talks with Jason Bordoff, the founding director of the Center for Global Energy Policy at Columbia University's School of International and Public Affairs. He's also a co-founding dean of the Columbia Climate School. He was previously a special assistant to President Obama and the senior director for energy and climate change at the White House National Security Council. Rob and Jason discuss whether this crisis will permanently alter the global energy system, what a new climate and energy consensus might look like, and whether Democrats should talk about climate politics.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:The Iran Shock — And the Dangerous Allure of Energy Autarky, by Jason Bordoff and Meghan O'SullivanJason's initial response to the Iran War: How the Iran War Could Consolidate China's Energy DominanceFrom Heatmap: The Future of Climate Tech Can Be Found in China's Five-Year PlanJason's argument that energy independence may be making the U.S. more aggressiveMatthew Huber's New York Times op-ed: Democrats Don't Have to Campaign on Climate Change Anymore--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

Much of the world's attention today is understandably focused on conflict in the Middle East, and the immediate implications for energy markets and global security. But other regions remain strategically important because of critical minerals, emerging shipping routes, military positioning, and energy security. Among these regions are Greenland and the broader Arctic. The far north is key to geopolitical competition among the United States, China, and Russia. Though it has fallen out of the recent news cycle, President Trump put Greenland and its resources in the spotlight last year by calling for US control of the Danish territory. So how significant are Greenland's energy resources and geography? How should we think about its mineral resources in the context of supply chains and China? And how might the Arctic's fast-changing climate affect the region's communities, culture, and geopolitical importance? Today on the show, Bill Loveless speaks with Iris Ferguson about Greenland's strategic significance, and how the Arctic is changing, both physically as well as geopolitically.  Iris is the president and founder of IAF Strategies and a non-resident senior associate with the Center for Strategic and International Studies. From 2022 to 2025 she served as the inaugural deputy assistant secretary of defense for Arctic and global resilience, advising the Pentagon on protecting US and allied interests in the Arctic. Previously, Iris served as an advisor to the US Air Force, where she authored the service's first Arctic strategy. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

What happens when the global energy supply faces its greatest disruption since the 1970s? Jason Bordoff, a leading energy expert and former advisor in the Obama White House, joins host Zachary Karabell to navigate a world where the Strait of Hormuz is closed and gasoline prices are soaring.   The conversation moves past the immediate panic at the pump to look at the future of how we power our lives. Bordoff shares personal stories of his father's Brooklyn gas station in the 1970s, contrasting that era with today's physical reality of the shale revolution. The discussion focuses heavily on the innovation frontier. Bordoff and Karabell explore whether new technologies like advanced geothermal, modular nuclear power, and even fusion can finally deliver on the promise of universal energy abundance.   While acknowledging the hard truths of climate change and the energy needs of emerging markets, Bordoff explains why he is betting on policy and technology over pessimism. What Could Go Right? is produced by The Progress Network and Kaleidoscope. For transcripts, to join the newsletter, and for more information, visit: theprogressnetwork.org Subscribe to our (FREE) Substack newsletter: https://theprogressnetwork.org/newsletter/ Watch the podcast on YouTube: / theprogressnetwork Follow us on X, Instagram, Facebook, TikTok: @progressntwrk Subscribe to Zachary's Substack: www.edgyoptimist.substack.com/

In moments of geopolitical crisis, energy is never just a backdrop. It's often at the center of the story. Today, as conflict involving Iran sends shockwaves through global oil markets and raises fears of supply disruptions, the stakes for policymakers in Washington couldn't be higher.  Prices are rising, risks are multiplying. And as we've seen in recent weeks, there are no easy solutions when energy and national security collide. So what does effective decision-making look like inside the White House at times like these? Today on the show, to help answer that question, Bill Loveless speaks with Bob McNally and Jason Bordoff. Both of them served as energy advisors during past US administrations. They joined Bill to reflect on what they learned about navigating energy crises from inside the White House. Bob McNally is the founder and president of Rapidan Energy Group, an independent energy consulting and market advisory firm. From 2001 to 2003 he served on the White House National Economic Council as special assistant to President George W. Bush. And in 2003, he was the senior director for international energy on the National Security Council. His 2017 book, Crude Volatility: The History and the Future of Boom Bust Oil Prices, examines the history of oil price swings.  Jason Bordoff is Columbia Energy Exchange co-host and the founding director of the Center on Global Energy Policy at Columbia University School of International and Public Affairs, where he is a professor of professional practice. He is also on the faculty of the Columbia Climate School where he is co-founding dean emeritus. He previously served as special assistant to President Barack Obama and senior director for energy and climate change on the staff of the National Security Council. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

"This is the largest oil supply disruption the world has ever seen." Jason Bordoff of the Center on Global Energy Policy and the Columbia Energy Exchange podcast joins us to explore the potential long-term impacts on global energy systems of the oil shock caused by the Iran war and the closure of the Strait of Hormuz. The episode, recorded a few days before the news that the UAE was quitting OPEC, was made in collaboration with the Columbia Energy Exchange podcast: https://www.energypolicy.columbia.edu/series/columbia-energy-exchange/ Links: Columbia Energy Exchange podcast: https://www.energypolicy.columbia.edu/series/columbia-energy-exchange/ The Iran Shock And the Dangerous Allure of Energy Autarky (Foreign Policy): https://www.foreignaffairs.com/iran/iran-shock Energy independence could make America more aggressive (Financial Times): https://www.ft.com/content/2c2c6f08-d5c0-41e5-ab0c-1605dba64582?shareType=nongift Energy Transition Index (World Economic Forum), available from 17 June, 2026: wef.ch/ETI26 What leaders are saying about the renewed geopolitics of energy (World Economic Forum): https://www.weforum.org/stories/2026/04/geopolitics-of-energy-what-leaders-are-saying/ 3 lessons on the energy transition in an age of crisis (World Economic Forum): https://www.weforum.org/stories/2026/04/3-lessons-energy-transition-age-of-crisis/ World Economic Forum Centre for Energy and Materials: https://centres.weforum.org/centre-for-energy-and-materials/ Related podcasts: The rise of industrial policy - why governments are back in the business of business: https://www.weforum.org/podcasts/radio-davos/episodes/industrial-policy-trade-choke-points/ Welcome to Cold War Two: historian Niall Ferguson on geopolitics in 2026: https://www.weforum.org/podcasts/radio-davos/episodes/niall-ferguson-geopolitics-cold-war/ "Everything has changed" - Gita Gopinath on the global economy in 2026: https://www.weforum.org/podcasts/radio-davos/episodes/gita-gopinath-global-economy-2026/ Are we on track for the energy transition? Insights from three CEOs: https://www.weforum.org/podcasts/radio-davos/episodes/energy-transition-electrification-siemens-aes-envision/ Climate science is clearer than ever. How should companies respond?: https://www.weforum.org/podcasts/radio-davos/episodes/climate-science-policy-business-response/ Check out all our podcasts on wef.ch/podcasts:  YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552    

The global order that shaped the past several decades is giving way to a more fragmented and uncertain world. Long-standing alliances are under strain, economic integration is giving way to competition, and geopolitical risk is once again a central driver of markets and policy. These shifts are not abstract. They are reshaping trade flows, disrupting supply chains, and contributing to volatility in energy markets and the broader economy—affecting everything from fuel prices to the cost of goods. So, how might great power competition, geopolitical fragmentation, artificial intelligence, and global instability redefine the international landscape? And what will that mean for policymakers, businesses, and the global energy system? This week's episode features a fireside chat between Jason Bordoff and Ian Bremmer from the Columbia Global Energy Summit 2026, which was hosted by the Center on Global Energy Policy at Columbia University SIPA and recorded earlier today. Jason and Ian examine the Iran crisis, the Islamabad talks, and the shifting dynamics of the Gulf region. They also address the "myth" of sovereign AI, China's strategy, and the deep structural concerns of global CEOs navigating today's volatility. Ian Bremmer is the president and founder of Eurasia Group, a geopolitical risk advisory firm, and GZERO Media, a digital media company providing coverage of international affairs. He is the author of eleven books, including his latest work, The Power of Crisis: How Three Threats—and Our Response—Will Change the World. Ian also teaches at Columbia University's School of International and Public Affairs. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

It's been a head-spinning day in the Iran war. Earlier today, following a temporary truce between Lebanon and Israel, Iran announced that the Strait of Hormuz would be "completely open" to commercial shipping during this ceasefire. Initial reactions from President Donald Trump were optimistic, but that gave way to some confusion about what "open" actually means in practice. The president later clarified that the existing U.S. blockade on Iranian vessels would remain in place. Despite the confusion, markets responded quickly. Brent crude dropped below $90 a barrel for the first time in weeks, though prices are still meaningfully elevated relative to pre-war levels. Even with the reprieve, much uncertainty looms as the U.S.-Iran ceasefire deadline of next Tuesday, April 21, approaches So, what does this moment tell us about the future of energy security? How durable is the current ceasefire? And what energy system will this crisis leave behind?  Today on the show, host Jason Bordoff talks with Amos Hochstein about the recent developments in the Middle East. They discuss the long-term implications of Iran's control of the Strait of Hormuz, the war's geopolitical and energy market impacts, and where Amos thinks this conflict is headed in the near and longer term. Amos served as deputy assistant and senior advisor for energy and investment to President Biden, and as special presidential coordinator for global infrastructure and energy security. He is a managing partner at TWG Global and a distinguished fellow at Columbia University's School of International and Public Affairs. Credits: Hosted by Daniel Sternoff. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc

Energy abundance means different things in today's global context than it did even a decade ago. It is about expanding electricity access while meeting rising energy demand. It is about navigating geopolitical fragmentation, limited government support, shifting development priorities, and leveraging new technologies to deliver reliable power at scale. But the challenge is not just technological. It is institutional and financial. Many low- and middle-income countries face high capital costs, limited access to financing, and policy frameworks that struggle to keep pace with growing demand.  Solving this challenge is a priority for both the Center on Global Energy Policy and the Rockefeller Foundation, which together have launched a new high-level panel to advance universal energy abundance. This initiative positions reliable, affordable energy as a cornerstone of economic growth, industrialization, and opportunity in emerging and developing economies.  So what does it take to move from energy scarcity and toward energy abundance? Can international institutions, governments, and investors come together to mobilize the scale of investment required? And how can emerging economies balance the urgency of expanding energy access with the need for affordability, reliability, and sustainability? Today on the show, Jason Bordoff speaks with Rajiv Shah, president of The Rockefeller Foundation, about the high-level panel on universal energy abundance and its goals. Rajiv leads The Rockefeller Foundation's mission to promote the well-being of humanity by ending energy poverty for more than a billion people, ensuring universal access to food, and strengthening health systems. During the Obama administration, he led the US Agency for International Development as its administrator. He also served on the National Security Council, where he elevated the role of development as part of a bipartisan foreign policy. Earlier in his career, Rajiv developed programs to address climate change and global food security at the US Department of Agriculture and held leadership roles at the Bill & Melinda Gates Foundation. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.  

Even with this shaky ceasefire between the U.S. and Iran, some warn the energy infrastructure in the Middle East will take months to recover, and prices may not drop as much as hoped. William Brangham discussed more with Jason Bordoff, the founding director of the Center on Global Energy Policy at Columbia University. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

The conflict in Iran is a reminder of how quickly global energy markets can be disrupted. It also underscores why advances in things like battery technology — from electric transportation to grid-scale storage — are becoming central to energy resilience and security. It has been about 50 years since British chemist Stanley Whittingham laid the foundation for the first lithium-ion battery at an Exxon research lab in New Jersey. In 2019, he and two other scientists, John Goodenough and Akira Yoshino, earned a Nobel Prize for the breakthrough. By then, lithium-ion batteries had transformed consumer electronics and a growing segment of the transportation sector. And today, battery storage is playing an increasing role in supplying new capacity to the eclectic power sector. So what is the state of battery innovation today? Are there battery chemistries that could dethrone lithium-ion technology? How do mineral availability and environmental health play into the battery market? And what does the federal government's waning support for renewable energy mean for the battery industry?   Today on the show, Bill Loveless speaks with Dan Steingart about the arc of innovation in the battery space, and how different energy storage applications are evolving. Dan is the Stanley-Thompson Professor of Chemical Metallurgy and a professor of chemical engineering at Columbia University. He also chairs the Department of Earth and Environmental Engineering and co-directs the Columbia Electrochemical Energy Center. Prior to joining Columbia in 2019, Dan was an associate professor at Princeton University. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.  

During President Trump's second term, the administration has taken unprecedented action in the US private sector. The federal government's investments in critical mineral mining and chip manufacturing are two examples. The Trump administration has also embraced tariffs, framing them as tools for economic security and a domestic industrial revival. This shift toward state intervention into private markets, done in the name of national security and economic security, has some bipartisan support. It also has major implications for energy security and the clean energy transition. So how can this new form of American state capitalism be conceptualized? Is the Trump administration's use of these tools different from prior US government programs to support critical industries, like the Biden-era investments under the CHIPS Act? And what are the best strategies for aligning industrial policy with goals around energy security, supply chain resilience, and innovation? Today on the show, Jason Bordoff speaks with Daleep Singh about how the US deploys economic statecraft and the need for a framework to guide its use. Daleep Singh is vice chair and chief global economist at asset management firm PGIM and a thought leader on global policy and macroeconomic trends. He first joined PGIM in 2022, before serving the Biden administration as deputy national security advisor for international economics and deputy director of the National Economic Council. Earlier in his career, he held roles at the New York Federal Reserve and the US Treasury Department. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.  

Today marks the last day of CERAWeek, the annual energy industry conference sometimes described as the Davos of energy. As oil and gas CEOs and government officials gathered in Houston, efforts to broker a ceasefire in Iran failed, and US oil and gasoline prices whipsawed. Speaking at the conference, Energy Secretary Chris Wright said that the current supply disruptions would be short term, framing rising energy costs as a trade-off for the administration's goal of regime change in Iran. Meanwhile, some oil and gas CEOs warned of coming shortages and said the supply shock is not yet reflected in energy prices. So, aside from a prevailing sense of instability, what are the takeaways from this year's CERAWeek? Where is the energy crisis headed from here? What have the supply shocks changed about how the industry thinks about risk and resource planning? How are events in the Gulf affecting the renewable, coal, and nuclear energy markets? And what does it all mean for global energy security? Today, in a special edition of Columbia Energy Exchange, Jason Bordoff talks to Bloomberg opinion columnist Javier Blas to recap the events of the past week and to discuss how oil and gas supply disruptions are reverberating across the industry.  Prior to joining Bloomberg in 2015, Javier held a number of roles at the Financial Times, including Africa editor and the commodities editor. He is also the co-author of The World for Sale: Money, Power and the Traders Who Barter the Earth's Resources. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.

Crude and gas prices are soaring after the closure of the Strait of Hormuz and attacks on regional energy infrastructure amid war in the Middle East. How bad could the energy shock get and for how long? FP columnist Jason Bordoff sits down with Ravi Agrawal to discuss. Bordoff previously served in the Obama administration as a senior director for energy and climate change in the National Security Council. He is also the founding director of the Center on Global Energy Policy at Columbia University. Jason Bordoff and Spencer Dale: Making the U.S. More Resilient to Oil Price Shocks Esfandyar Batmanghelidj: The Iran War Is Jeopardizing the Entire Global Economy Jason Bordoff and Erica Downs: How the Iran War Could Consolidate China's Energy Dominance Keith Johnson: Iran Is Putting a ‘Toll Booth' in the Strait of Hormuz Nils Gilman: Electrostates vs. Petrostates Keith Johnson: Europe and the U.S. Still Haven't Choked Off Russia's Energy Riches Maisoon H. Kafafy: Empty Words Don't Open Straits Learn more about your ad choices. Visit megaphone.fm/adchoices

Iran has currently shut off more than 10 percent of the world's oil supply. If that goes on for a lot longer — or if the war escalates to include more strikes on energy infrastructure in the region — the price of oil could go through the roof, and the damage to the global economy could be catastrophic. So what would that look like? What tools does the United States have to avert it? And how is this crisis already reverberating in countries around the world? Jason Bordoff is the founding director of the Center on Global Energy Policy at Columbia University and a founding dean of the Columbia Climate School. He served as a special assistant to President Barack Obama and senior director for energy and climate change on the National Security Council. In this conversation, Bordoff answers all my questions about the crisis so far and how things could spin out from here, the strategic positioning of the United States, Europe, Iran, Russia and China, the developing countries likely to suffer the most and the lessons the world might take from this. Mentioned: “Making the U.S. More Resilient to Oil Price Shocks” by Jason Bordoff and Spencer Dale “The Return of the Energy Weapon” by Jason Bordoff and Meghan L. O'Sullivan Book Recommendations: Material World by Ed Conway More and More and More by Jean-Baptiste Fressoz Deliver Me from Nowhere by Warren Zanes Thoughts? Guest suggestions? Email us at ezrakleinshow@nytimes.com. You can find transcripts (posted midday) and more episodes of “The Ezra Klein Show” at nytimes.com/ezra-klein-podcast, and you can find Ezra on Twitter @ezraklein. Book recommendations from all our guests are listed at https://www.nytimes.com/article/ezra-klein-show-book-recs. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The month-long Iran conflict has rapidly expanded, drawing in actors across the Middle East and raising concerns about broader regional escalation. As a result, we're seeing impacts on energy markets around the world, including across the Indo-Pacific.  Roughly 80% of the oil and gas flowing through the Gulf is destined for Asia, and disruptions are already being felt in major importing economies like Japan and South Korea, which remain heavily dependent on Middle Eastern supplies. But the consequences go beyond energy. The crisis is also adding a new layer of complexity to the U.S.-China relationship—reshaping how Beijing thinks about risk, security, and its role in an increasingly unstable global system. So how is China interpreting these developments? What do they mean for the Indo-Pacific—both in the near term and over a longer horizon? And how might China's approach to energy security, supply chains, and statecraft position it in a more volatile world? Today on the show, Jason Bordoff speaks with Kurt Campbell about what the current instability in the Gulf could mean for the Indo-Pacific. They also discuss an essay Kurt co-authored with Rush Doshi in Foreign Affairs, arguing for reorienting US diplomacy with China.    Kurt is the chairman of The Asia Group, which he co-founded in 2013. During the Biden Administration, he was deputy secretary of the United States Department of State. Before assuming his role at the State Department, Kurt served as the inaugural Indo-Pacific coordinator at the National Security Council and deputy assistant to the President at the White House. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.  

The climate policy landscape in the US is in flux. Last month, the Environmental Protection Agency repealed its own power to regulate greenhouse gases. Two weeks later, the Supreme Court said it will hear a case which the city of Boulder, Colorado, brought against the oil companies ExxonMobil and Suncor that could determine the fate of lawsuits brought by cities and states against fossil fuel companies over damages from climate change.  Since its adoption in 2009, EPA's endangerment finding — which says that greenhouse gases harm public health and welfare — had formed the legal foundation for major federal climate regulations. In announcing its rescission, EPA Administrator Lee Zeldin called it the largest single deregulatory event in US history. But the repeal may be held up in courts for years, and it's just one piece of a complicated regulatory puzzle.  Petitions for review challenging the EPA's rescission of the endangerment finding are due in just over a month. So how might these major policy swings play out in practical terms? What are the near- and long-term stakes at the federal and state levels? What are the reactions from and the preferences of industry? And how might all of this play out in terms of US greenhouse gas emissions? Today on the show, Bill Loveless speaks with Michael Gerrard and Jeff Holmstead about possible legal strategies and outcomes for challenges to both the endangerment finding rescission and the Boulder case. Michael is the founder and faculty director of the Columbia University Sabin Center for Climate Change Law. Before joining Columbia in 2009, he practiced environmental law in New York for three decades. Jeff is a partner and co-chair of the Environmental Strategies Group at Bracewell, LLP, an international law firm. From 2001 to 2005, he served as the assistant administrator for air and radiation in the EPA during the administration of President George W. Bush.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Today, POLITICO Energy host Nirmal Mulaikal sits down for an extended interview with Jason Bordoff, the founding director of the Center on Global Energy Policy at Columbia University and a former senior director for energy and climate change on the National Security Council during the Obama administration. They discuss why the war in the Middle East could — contrary to conventional wisdom — actually strengthen China's energy dominance in the long-run, along with the conflict's implications for Europe, the global clean energy transition, and whether there are historical precedents that might help explain what's happening in the energy sector today. Stefan Todorovic is the video producer of POLITICO Energy. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO's E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on the program, Fareed's exclusive interview with Ukrainian President Volodymyr Zelensky on his country's important, albeit unlikely, role in the Iran War: as Iranian-designed drones are fired across the Middle East - the very same drones used by Russia against Ukraine for years - Kyiv has sent military experts to the Gulf to help bring the drones down.   Then, how can we expect the war in Iran to unfold from here? Carnegie Senior Fellow Karim Sadjadpour and Lisa Anderson, international affairs professor at Columbia, join Fareed to discuss.   Finally, the war has triggered one of the worst oil shocks in decades, as Tehran continues to attack commercial ships and oil infrastructure across the region. Fareed speaks to Jason Bordoff, founding director of the Center on Global Energy Policy, about which countries are most exposed, and which ones are set to benefit.   GUESTS: Volodymyr Zelensky (@ZelenskyyUa); Karim Sadjadpour (@ksadjadpour); Lisa Anderson; Jason Bordoff (@JasonBordoff) Learn more about your ad choices. Visit podcastchoices.com/adchoices

Since the US-Israeli bombing campaign began in Iran, energy markets around the world have been on edge as the conflict threatens immediate and long-term energy supplies. We've seen major disruptions throughout the Gulf region, with the closure of the Strait of Hormuz and massive price spikes and swings in oil and natural gas.   This is of course exposing serious vulnerabilities across global energy markets and it's putting a spotlight on what's happening in the deeply integrated markets of Russia and China.  Even before the conflict started, Russia's energy sector was struggling under the weight of infrastructure damage inflicted by Ukrainian forces. But now Russia has emerged as an unlikely safety valve for the market, benefiting from the massive supply shortages.  Meanwhile, China finds itself in a precarious balancing act; it is being forced to look at alternative markets for relief and is reportedly reviving discussions around major energy projects, such as the Power of Siberia 2 natural gas pipeline with Russia.  So how is Russia responding to the current crisis? And how is it impacting China, which is particularly exposed to disruptions in Gulf energy flows? How might this crisis change Russia's approach to the European energy market? And is the conflict accelerating a deeper fragmentation — moving toward a world of competing energy blocs rather than a single global energy market?  Today on the show, Jason Bordoff speaks with Erica Downs, Tatiana Mitrova and Sergey Vakulenko about how the crisis in the Middle East is impacting Russia and China and what each country stands to gain or lose. Tatiana is a global fellow at CGEP. She has deep expertise in Russian and global energy markets, including production and pricing. Erica is a senior research scholar at CGEP, where she focuses on Chinese energy markets and geopolitics.  Sergey is a senior fellow at the Carnegie Russia Eurasia Center. Prior to this, he led strategy, innovations, and sustainability at the Russian oil producer Gazprom Neft.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

On February 28, the United States and Israel launched a campaign against Iran targeting military infrastructure and the regime's core leadership. Supreme Leader Ayatollah Ali Khamenei and several senior officials died in the attacks, which triggered a leadership crisis and inflamed tensions throughout the Middle East.   In the immediate aftermath, Iran launched extensive barrages of drones and ballistic missiles aimed at Israel, US military bases, ​and other targets in neighboring Gulf states. Energy prices rose sharply. This regional shift carries immediate and enduring consequences for global geopolitics and the stability of international energy flows. ​The outcome of the conflict—and the ultimate fate of the Iranian regime—remains deeply uncertain. Even with these open questions, the trajectory of this escalation will likely redefine the future of Middle Eastern security, global power dynamics, and the world's energy markets. How is the conflict evolving, and how might it end? What are the impacts on Gulf states and what are some of the possible paths forward? And how is this all impacting oil and gas markets across the globe? Today on the show, Jason Bordoff speaks with four experts from the Center on Global Energy Policy—Anne-Sophie Corbeau, Richard Nephew, Daniel Sternoff, and Karen Young—to discuss the escalating conflict and its impact on energy and geopolitics. Anne-Sophie is a global research scholar at CGEP, where she focuses on hydrogen and natural gas. She previously worked as a senior analyst at BP and the International Energy Agency. Richard is a senior research scholar at CGEP and formerly served as the US deputy special envoy for Iran under the Biden administration, where he played a key role in negotiations over the Iran nuclear deal.  Daniel is a senior fellow at CGEP and heads its corporate partnership strategy.  Karen is a senior research scholar at CGEP with expertise in the Middle East focusing on geopolitics, the political economy of Gulf states, and energy policy. The Center on Global Energy Policy at Columbia University SIPA is closely following the escalating conflict in Iran and its implications for US national security, Middle East geopolitics, and global energy markets. See all of our coverage here. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Many consider a widespread war in the Middle East the worst-case scenario for the global oil and gas markets. That war is here, and it could have wide-ranging, long-lasting impacts on energy and climate policy. This week on Zero, Akshat Rathi speaks with Jason Bordoff, director of the Center on Global Energy Policy at Columbia University and former energy and climate advisor to President Barack Obama to try to understand what those impacts could look like. Will countries double down on fossil fuels or will they speed up the clean-energy transition? Links and more: For all of Bloomberg's coverage of Iran, visit: https://www.bloomberg.com/uk What the War With Iran Means for Renewable Energy Deployment Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to Eleanor Harrison-Dengate, Sommer Saadi, Mohsis Andam, Sharon Chen and Laura Millan. Thoughts or suggestions? Email us at zeropod@bloomberg.net. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green. See omnystudio.com/listener for privacy information.

President Trump has aggressively used tariffs as an economic tool, but a US Supreme Court decision on Friday struck down his sweeping tariffs, bringing new uncertainty. The court, in a 6-to-3 decision, ruled that the president had exceeded his authority when he imposed tariffs on nearly every US trading partner last year. President Trump moved swiftly to work around the court by imposing levies using other trade powers. On Saturday, Trump said that he would raise the new global tariff rate to 15%, using a provision in a law that allows him to impose an across-the-board tariff. This measure can only be enacted for 150 days unless Congress agrees to extend it. Trump also said he would use the act to investigate other countries' unfair trade practices, which could result in additional tariffs.  What does the Supreme Court ruling mean for the president's ability to wield tariffs for geopolitical pressure? How will this impact US trading partners and existing trade deals? And what about the impact on the energy sector, from oil and gas to clean energy products?  Today on the show, Jason Bordoff speaks with two researchers from the Center on Global Energy Policy, Richard Nephew and Trevor Sutton, to unpack the ruling. Richard formerly served as the US deputy special envoy for Iran under the Biden administration, where he played a key role in negotiations over the Iran nuclear deal. From 2013-2015, Richard also served as the Principal Deputy Sanctions Coordinator at the US Department of State. Trevor focuses on the intersection of trade, climate, and industrial policy. He leads the center's program on trade and the clean energy transition. Trevor previously served as research director of the Remaking Trade for a Sustainable Future project. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

Under the second Trump administration, the US Department of Energy significantly shifted its priorities to align with its "energy dominance" agenda. But one significant point of continuity with the Biden years is a continued emphasis on energy security. Energy security means different things today than it did even a decade ago. It's about competing in the global race for artificial intelligence, reshoring manufacturing supply chains, and keeping the lights on as extreme weather events become more frequent and more destructive. But the administration's efforts to bolster energy availability at a time of surging load growth has included emergency orders to keep coal-fired power plants operating. And it has pulled back funding for new energy transmission projects that it says will not quickly lower energy costs for US consumers.  So when it comes to the administration's energy dominance agenda, what are the trade-offs between security and speed? What does the administration's waning support for renewables and low-carbon industries mean for American clean energy innovation in the coming decades? And how will the US build out new power capacity, including advanced nuclear, quickly and safely? Today on the show, Jason Bordoff speaks to the acting under secretary of energy at the US Department of Energy, Alex Fitzsimmons, about the second Trump administration's energy policy priorities. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

The Trump administration has prioritized nuclear energy expansion, aiming to increase US nuclear capacity fourfold by 2050. This nuclear energy resurgence in the US is a rare issue with bipartisan support, and tech companies have poured billions of dollars into sustaining nuclear power plants and building new reactors to supply AI data centers. But accelerating nuclear power could mean changing environmental and safety reviews. And small modular reactors and other innovations in nuclear energy are likely years from commercial readiness.  So is there a way to reinvigorate nuclear energy in the US that's safe and fast? What would that mean for the power sector and the communities that support plants today, and future sites? Are there any signs that new technologies could address the perennial questions around nuclear safety? And what does all of this mean for national security and energy policy? Today on the show, Bill Loveless speaks with Laura S. H. Holgate, Ambassador (ret.) about the state of nuclear energy innovation, safety, and governance. Laura is the president of LSHH International Advisors and a distinguished visiting fellow at the Center on Global Energy Policy. She twice served as ambassador to the International Atomic Energy Agency. She has held multiple positions in and out of government, including vice president at the Nuclear Threat Initiative, special assistant to the president at the White House National Security Council, and a senior official at the departments of Energy and Defense.  Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

As political support for clean energy has waxed and waned over the past twenty years, so has the government's financial backing. In the 2010s, critics pointed to the failed solar startup Solyndra, which the Department of Energy had backed to the tune of half a billion dollars, as a poster child of wasteful spending.  But under President Biden, in addition to major clean energy incentives passed in the Inflation Reduction Act, the DOE's Loan Programs Office borrowing authority grew ten-fold. Now, under a second Trump administration, the tide turned again. The loan office, and clean energy spending, have scaled back significantly. So how has federal support of nascent clean energy technologies evolved? What could be done today to lower energy costs while boosting the reliability of the electric grid? Where is domestic manufacturing headed and how does that impact both energy and national security? And what could be done today to lower energy costs while boosting the reliability of the electric grid?  Today on the show, Jason Bordoff speaks with Jigar Shah to discuss the current state of clean energy investing and innovation. Jigar is the co-managing partner at the clean tech advisory firm Multiplier and co-hosts the Open Circuit podcast. He directed the DOE's Loan Programs Office during the Biden administration. Before that, he co-founded and was the president of the investment firm Generate Capital. Early in his career he co-founded the solar service company SunEdison. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

With electricity prices on the rise, the future of our power grid is attracting a lot more attention. Surging demand is at the center of the story, but the power sector is also grappling with supply chain bottlenecks and aging infrastructure – all while trying to balance capacity growth with reducing emissions. This isn't just a technical challenge. Energy affordability and equity are reshaping debates about energy policy, permitting reform, and climate goals.  So, what's really behind rising prices? What are the best ways to balance the need to build capacity with the interests of communities? What role can research play when it comes to steering energy policy? And what lessons can Texas teach us about all of these concerns? Today on the show, Jason Bordoff speaks with Michael Webber about the costs of energy; the challenges of permitting reform; and the need to build more energy faster. Michael Webber is a professor at the University of Texas at Austin. He's the author of multiple books on energy, including Power Trip and Thirst for Power, both of which were adapted into award-winning PBS documentary series. In addition to his academic post, Michael previously served as CTO of the venture fund Energy Impact Partners, and as chief science and technology officer at ENGIE. Note: This conversation was recorded in early December. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

From the affordability crisis and the data center boom, to the US government's campaign to reinvigorate the Venezuelan oil market, energy is dominating headlines in unusual ways.  And that's all happening against a backdrop of upheaval in federal energy policy, which started on day one of the second Trump administration. As we begin the new year and head into midterm elections, there's a dizzying number of crucial energy policy issues at play. So what issues are shaping US climate and energy policymaking in 2026? How might upcoming court rulings change things? As high utility bills persist, how is the public responding to changes in energy policy? And what stories or trends are not being told amid all of these important energy storylines? Today on the show, Bill Loveless speaks with reporters Maxine Joselow and Josh Siegel about covering energy and climate policy, and what key stories and trends they're covering in 2026. Maxine Joselow is a reporter for The New York Times where she covers climate policy from Washington D.C. Before joining The Times Maxine covered climate change and the environment for The Washington Post. Earlier, she was a reporter at E&E News. Josh Siegel is an energy reporter for POLITICO, where he focuses on Congress. He also hosts the POLITICO Energy podcast. Previously, he covered the energy beat for the Washington Examiner where he wrote the Daily on Energy newsletter.   Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.