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Columbia Energy Exchange
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Innhold levert av ColumbiaUEnergy and Columbia University. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av ColumbiaUEnergy and Columbia University eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Columbia Energy Exchange features in-depth conversations with the world’s top energy and climate leaders from government, business, academia and civil society. The program explores today’s most pressing opportunities and challenges across energy sources, financial markets, geopolitics and climate change as well as their implications for both the U.S. and the world.
…
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370 episoder
Merk alt (u)spilt...
Manage series 120820
Innhold levert av ColumbiaUEnergy and Columbia University. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av ColumbiaUEnergy and Columbia University eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Columbia Energy Exchange features in-depth conversations with the world’s top energy and climate leaders from government, business, academia and civil society. The program explores today’s most pressing opportunities and challenges across energy sources, financial markets, geopolitics and climate change as well as their implications for both the U.S. and the world.
…
continue reading
370 episoder
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1 The Nexus of Climate Policy and National Security 39:15
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As President Biden’s national security advisor, Jake Sullivan laid out a strategy for what he called a “foreign policy for the middle class.” Using the metaphor of a small yard and a high fence, the Biden administration’s approach focused on reshoring critical industries and manufacturing, supporting innovation, and protecting strategic technologies. The strategy relied on industrial policy, tariffs, and sanctions — some of the same economic tools the Trump administration is now using to launch a global trade war. The broad shift on both sides of the aisle to focus on national security, economic security, and supply chain resilience has enormous implications for the clean energy transition, from critical minerals and solar panels to batteries and EVs. So how should we think about the relationship between economic resilience, energy security, and climate action? What lessons can we draw from the Biden administration's approach to countering China? And looking ahead, what should the U.S. prioritize when it comes to energy security? This week’s episode features a fireside chat between Jason Bordoff and Jake Sullivan from the Columbia Global Energy Summit 2025, which was hosted by the Center on Global Energy Policy, at Columbia University SIPA earlier this month. Jake Sullivan recently became the Kissinger professor of the practice of statecraft and world order at the Harvard Kennedy School. He served as President Biden’s national security advisor from 2021 to 2025. In the Obama administration, he was then Vice President Biden’s national security advisor and deputy chief of staff to Secretary of State Hillary Clinton. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…
It’s hard to overstate how consequential President Trump’s “Liberation Day” tariffs have been for American economic policy. While the administration has paused the steep reciprocal tariffs it announced on trading partners other than China, a flat across-the-board 10% tariff remains. And China has raised tariffs on all U.S. goods to over 100% in retaliation. Some economists fear this trade war could have a seismic impact across the American economy, including on clean energy. The exceptionally high tariffs on China in particular could have a significant bearing on clean tech products — things like batteries, solar panels, and wind turbines. So what are the possible outcomes? Do our trade deficits or national security imperatives necessitate this trade war? What would a turn away from globalization mean for efforts to confront climate change? And what does all of this mean for the future of industrial policy in the U.S.? This week, Jason Bordoff talks with Jason Furman about the flurry of Trump administration tariffs and how they could play out for the energy industry. Jason Furman is Aetna professor of the practice of economic policy at Harvard University. Prior to his appointment at Harvard, he served as a key economic advisor to President Obama, including as the chair of the Council of Economic Advisors. Jason played a key role in implementing the major economic policy initiatives of the Obama administration, including the American Recovery and Reinvestment Act and the Affordable Care Act. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Additional support from Trevor Sutton. Engineering by Sean Marquand. Stephen Lacey is executive producer.…
In energy policy circles, the word “resilience” often refers to future-proof systems or infrastructure designed for the transition away from fossil fuels. But resilience means something different to the communities that have been built on those conventional energy sources. Without a policy strategy, communities whose economies are dependent on fossil fuels aren’t well positioned to thrive in – or perhaps even survive – a clean energy transition. So how can economic resilience improve livelihoods in fossil fuel dependent communities? Are the near-term risks and economic impacts these communities face underappreciated? And what does this all mean in today’s political environment? This week host Bill Loveless talks to Emily Grubert and Noah Kaufman, two scholars at the Resilient Energy Economies initiative , a collaboration between the Bezos Earth Fund, Resources for the Future, and the Center on Global Energy Policy at Columbia University SIPA. Emily is a civil engineer and environmental sociologist. She is an associate professor of sustainable energy policy in the Keough School of Global Affairs at the University of Notre Dame. She also worked in the Office of Fossil Energy and Carbon Management at the Department of Energy under the Biden administration. Noah is an economist who has worked on energy and climate change policy. He is a research scholar at the Center on Global Energy Policy. He also served as a senior economist at the Council of Economic Advisers under President Biden and as the deputy associate director of energy and climate change at the White House Council on Environmental Quality under President Obama. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…
The European Union’s energy landscape is transforming rapidly, as the bloc works to reduce emissions, lower energy prices, and decrease dependence on Russian fuel—three goals proving to be a challenge. Though renewables now generate nearly half of Europe's electricity, significant challenges remain. Lengthy permitting processes are stalling the deployment of new clean generation and infrastructure and the continent requires improvements in energy system interconnections between countries. And questions remain about the role of certain forms of energy, like nuclear power and hydrogen, in Europe's future energy mix. So how is Europe addressing these competing priorities? And what do certain trade-offs mean for energy affordability, security, and economic competitiveness? This week host Jason Bordoff talks with Dan Jørgensen, the new European commissioner for energy and housing. Commissioner Jørgensen previously served as Danish minister for development cooperation and minister for global climate policy. He is a member of the Social Democratic Party of Denmark and was a member of the Danish parliament from 2015 to 2024. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…

1 Breaking America's Energy Policy Gridlock 43:55
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Across America, energy policy is often driven by short-term politics over long-term planning. Despite record-breaking U.S. oil production in recent years, partisan battles continue over fossil fuels and climate action. States like North Dakota illustrate this tension perfectly. Rich in both oil and wind resources, they navigate between traditional energy production and renewable development. But nationwide, critical energy infrastructure faces roadblocks—from pipelines stalled by local opposition to transmission lines needed for clean energy expansion. So what will it take to develop a nonpartisan national energy strategy? How do we balance immediate economic needs with climate goals? And as electricity demands grow while the power grid faces new challenges, what will it take to develop an energy strategy beyond the politics of four-year election cycles? This week host Bill Loveless talks with Heidi Heitkamp about crafting enduring energy policies that serve both economic and environmental goals. Heidi served as a U.S. senator from North Dakota from 2013 to 2019, becoming the first woman elected to represent the state in that chamber. Before her time in the Senate, Heitkamp served as North Dakota's attorney general and state tax commissioner. Today, she is director of the University of Chicago Institute of Politics and works with the university's Institute for Climate and Sustainable Growth. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…

1 At CERAWeek, Mixed Responses to Trump 2.0 55:42
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Last week, energy industry leaders gathered in Houston for CERAWeek by S&P Global, one of the most important annual industry events focusing on the current state of energy markets, policy, and technology. This year's conference took place against a backdrop of shifting global energy dynamics — declining oil prices, the Trump administration's "drill baby drill" agenda, growing concerns about energy security, geopolitical tensions, and ongoing debates about the pace and direction of the energy transition. So what were the week’s key takeaways? How are energy leaders reacting to a second Trump administration? And what does the future of global energy markets look like? This week host Jason Bordoff talks with two energy reporters — Bloomberg’s Javier Blas and Axios’s Ben Geman — about their takeaways from CERAWeek and what they heard on and off stage. Javier is an opinion columnist for Bloomberg, covering energy and commodities. He was previously at the Financial Times where he held various positions including roles as the Africa editor and the commodities editor. Ben is an energy and climate reporter at Axios. He is the co-author of the daily Axios Generate newsletter and covers the world of energy business and policy. He previously covered these topics for National Journal, The Hill, and E&E News. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…

1 Adapting National Security to Climate Change 1:04:34
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Energy and climate change are becoming ever more central to America's national security. It used to be that foreign policy and national security discussions related to energy focused primarily on oil prices and Middle East relations. Now, these conversations also include topics like critical mineral supply chains, clean energy competition with China, climate instability, and more. The Biden administration navigated this increasingly complex terrain for four years. It confronted Russia's weaponization of energy following its invasion of Ukraine; managed climate negotiations with difficult diplomatic relationships; and reshaped America's approach to energy security in a warming world. So how should we think about the intersection of energy, climate, and national security going forward? And what lessons can we draw from the Biden administration's experience? This week host Jason Bordoff talks with Jon Finer about the intersection of energy, climate change, and national security. Jon is a distinguished visiting fellow at the Center on Global Energy Policy at Columbia University SIPA. He recently served as deputy national security advisor in the Biden administration, where he was a key architect of the administration's foreign policy. Prior to that role, Jon served in the Obama administration for seven and a half years in various positions, including chief of staff to Secretary of State John Kerry. Jon began his career in journalism, first covering Major League Baseball before moving to the security beat, covering conflicts in Iraq and other regions for the Washington Post. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Additional support from Caroline Pitman, Jon Elkind, Kevin Brennan, Luisa Palacios and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…

1 America’s Energy Priorities Reconsidered 56:01
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The Biden administration took office with ambitious plans to accelerate America's clean energy transition. Over four years, it enacted major climate legislation, poured billions into new clean energy manufacturing, built partnerships with global allies on clean energy, and navigated a global energy crisis after Russia's invasion of Ukraine. With President Trump’s return to office, what happens now? The clean energy transition is proving to be more complex than some expected, with challenges around affordability, security, and balancing climate goals with other economic priorities. In this increasingly challenging geopolitical landscape, how should we think about America's energy policy going forward? And how should we think about the legacy of the Biden administration’s energy agenda? This week host Jason Bordoff talks with David Turk about the Biden administration's energy policy legacy and the challenges of balancing affordability, security, and climate goals. David is a distinguished visiting fellow at the Center on Global Energy Policy at Columbia University SIPA. He recently completed his service as deputy secretary of energy in the Biden administration, where he was the number-two official and chief operating officer at the Department of Energy. Prior to this role, David served as deputy executive director of the International Energy Agency. During the Obama administration, he worked at the Department of Energy, where he led the launch of Mission Innovation – a global effort to accelerate clean energy innovation. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…
The race to power artificial intelligence is dramatically reshaping America's electricity landscape. Recent analysis from the power-consultancy firm Grid Strategies shows that between 2024 and 2029, U.S. electricity demand will grow at five times the rate predicted in 2022. This surge comes as artificial intelligence and data centers reshape power markets, with tech giants like Microsoft and Amazon pursuing direct power purchase deals, sometimes bypassing traditional utility structures entirely. At the same time, President Trump's declaration of an energy emergency and appointment of new leadership at key agencies like the Federal Energy Regulatory Commission signal potential upheaval in how we approach grid reliability, renewable energy integration, and climate goals. So how do we meet this demand growth while navigating a complex political environment? And what role will emerging technologies like advanced nuclear, enhanced geothermal, and energy storage play in our energy future? This week host Bill Loveless talks with Michelle Solomon about the challenges and opportunities facing the U.S. electricity sector. Michelle is a senior policy analyst at Energy Innovation, focusing on electricity policy. She brings a distinctive background combining technical and policy experience. Before joining Energy Innovation, she earned her Ph.D. in materials science and engineering from Stanford University. She also served as a Congressional Science and Engineering Fellow working on energy policy in the Senate. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…
Europe is facing a challenging year as natural gas prices surge. While the continent seemed to weather the initial shock of losing Russian gas supplies, it’s now clear many were declaring victory too soon. Storage levels are dropping this winter, and the loss of Russian pipeline gas through Ukraine has left Europe increasingly dependent on global LNG markets. Meanwhile, in the U.S., President Trump's administration has promised to "unleash American energy dominance" by lifting restrictions on new permits for LNG exports. But questions remain about domestic gas production capacity, infrastructure constraints, and the impact on U.S. prices. How are these developments reshaping global gas markets, and what do they mean for Europe's industrial competitiveness? How might geopolitical tensions affect the future of global gas trade? And what does all of this mean for reducing greenhouse gas emissions? This week on the show, Jason Bordoff talks with gas market experts Anne-Sophie Corbeau and Ira Joseph about the outlook for LNG and its geopolitical and environmental implications. Anne-Sophie is a global research scholar at the Center on Global Energy Policy, where she focuses on hydrogen and natural gas. Her career in the energy industry spans over 20 years, including stints as the head of gas analysis at BP, senior gas analyst at the International Energy Agency, and research fellow at the King Abdullah Petroleum Studies and Research Center. Ira is a senior research associate at the Center on Global Energy Policy. Previously, he headed global generating fuels and electric power pricing at S&P Global Platts. Before that, he was the global head of gas and power analytics at Platts. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…

1 How Economic Warfare Impacts Energy 1:02:48
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At the start of February, President Trump launched a trade war. The president announced sweeping tariffs on goods imported from China, Canada, and Mexico. Although he temporarily backed away from the highest penalties, Trump clearly indicated that tariffs will be central to his policy agenda. This follows the Biden administration’s embrace of steep tariffs on electric vehicle imports from China, and sanctions against Russia aimed at stifling its energy sector. These economic chokepoints are part of a broader shift of the global economy. Countries are weaponizing economic power through sanctions, tariffs, and export controls — reflecting a shift away from decades of global economic integration. So how did we get here? What does this new age of economic warfare mean for global stability and the global economy? And how might these tools reshape everything from energy markets to global banking systems in the years ahead? This week, Jason Bordoff talks to Eddie Fishman about his upcoming book "Chokepoints: American Power in the Age of Economic Warfare," which comes out on February 25th. The book traces the evolution of economic warfare from the “War on Terror” to today's great power competition. Eddie is a senior research scholar at the Center on Global Energy Policy and an adjunct professor at Columbia University. He also serves as an adjunct senior fellow at the Center for a New American Security and a nonresident senior fellow at the Atlantic Council. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…
Over the past month, the Trump administration has declared a national energy emergency, launched an ambitious agenda aimed at transforming the nation's energy landscape, and pulled back from America’s climate commitments. At the heart of Trump’s “Unleashing American Energy” strategy lies a complex balancing act: maximizing domestic energy production and infrastructure development while also navigating concerns about the cost of energy, grid reliability, and economic competitiveness. And there are open questions about the implications for the Biden administration’s energy and climate initiatives, including the Inflation Reduction Act, and more broadly for America’s energy transition. How will this reshaping of American energy policy affect domestic markets? What role will technological innovation play in bridging competing priorities? And how might this transformation impact the delicate balance between energy security and climate considerations? This week host Jason Bordoff talks with Paul Dabbar about the Trump administration’s energy agenda, and its focus on national security and energy affordability. Paul is the chairman and CEO of Bohr Quantum Technologies and a non-resident fellow at Columbia’s Center on Global Energy Policy. He has spent the last few months leading the efforts of the incoming Trump administration to put together the U.S. Department of Energy. Paul served as the fourth undersecretary of energy for science during the first Trump administration. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.…

1 Reporters’ Roundtable: Trump’s Quick Start on Energy 49:26
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Last week, President Trump wasted no time in making good on a long list of energy-related campaign promises. Declaring a national energy emergency, he issued executive orders that could undo several Biden- and Obama-era climate policies. Carbon emissions standards are now in limbo, as are electric vehicle incentives and building energy efficiency standards. Trump wants to lift barriers to fossil fuel and mineral exploration and production. And once again, he has ordered the U.S. to withdraw from the Paris Agreement. What are the likely near- and mid-term impacts of these seismic shifts in policy? How are last week’s executive orders likely to play out in the courts? What changes are afoot for the Environmental Protection Agency, the Department of Energy, and the Department of the Interior? What role will the Treasury Department play in energy policy, given its responsibilities with tariffs, tax credits, and sanctions? This week, Bill Loveless talks with reporters Jennifer Dlouhy and Maxine Joselow about the year ahead and the stories they’re chasing. Jennifer is an energy and environmental policy reporter for Bloomberg News. Before joining Bloomberg in 2015, she was the Washington correspondent for the Houston Chronicle where she covered energy and environmental policy with a special focus on oil and gas. Maxine covers climate change and the environment for The Washington Post , focusing on US climate policy and politics. Before joining the Post in 2021, she was at E&E News, where her investigative reporting was honored with a Dateline Award from the D.C. Chapter of the Society of Professional Journalists.…

1 What’s Next for America’s Energy Policy? 52:44
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President Donald Trump’s administration is promising an energy policy overhaul that would fundamentally reshape America's climate and energy policies. Trump and Republican leaders have pledged to pull back from many of the Biden administration’s climate actions, including parts of the Inflation Reduction Act, and surge domestic oil and gas production and exports. Meanwhile, global energy markets face mounting uncertainties including an escalating U.S.-China trade war, new sanctions on Russian energy and Europe's continued dependence on Russian energy, and growing tensions between rich and poor countries over how the energy transition is unfolding. In both the United States and Europe, energy security, competitiveness, and costs are top priorities now, along with climate change. With climate targets and energy security needs often pulling in opposite directions, nations are facing difficult choices about how to balance competing priorities in an increasingly complex world. How will energy politics and policy change under a second Trump administration? And how will shifts in U.S. policy impact global energy geopolitics? This week host Jason Bordoff talks with Frank Fannon about what to expect from the Trump administration's energy agenda. Frank is the founder of Fannon Global Advisors. He previously served as America's first Senate-confirmed assistant secretary of state for Energy Resources during the first Trump administration, where he led major energy and infrastructure initiatives across the globe, and elevated the critical role of minerals in the clean energy transition. Earlier in his career, he served as counsel to the Senate Environment and Public Works Committee.…

1 AI, Extreme Weather, and the LA Wildfires 37:48
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The year 2024 ended with a sobering milestone: it was officially the hottest year ever recorded. That pattern of extremes continues around the world, especially in Southern California, which is suffering from one of its worst disasters in history. First responders are battling lethal wildfires that have consumed more than 12,000 buildings and homes, and forced more than 100,000 people to evacuate. But beyond these headlines about rising temperatures and intensifying disasters lies a critical question: How can we better predict and prepare for extreme weather events in a warming world? Recent breakthroughs in AI-powered weather forecasting have produced new models that not only match but sometimes outperform traditional prediction systems. These advances couldn't come at a more crucial time – in 2023 alone, the US suffered $95 billion in damages from 28 separate extreme weather events . So, how do we ensure these powerful new tools reach the communities that need them most? How can advances in weather forecasting enhance energy resiliency? And what role should public agencies play as private companies push the boundaries of prediction technology? This week host Bill Loveless talks with Alice Hill and Colin McCormick about AI in weather forecasting. Together, they authored a chapter on extreme weather response in the Innovation for Cool Earth Forum’s report Artificial Intelligence for Climate Change Mitigation Roadmap . Alice is the David M. Rubenstein senior fellow for energy and the environment at the Council on Foreign Relations. She previously served as special assistant to President Obama and senior director for resilience policy on the National Security Council. Colin is a principal scientist at Carbon Direct, where he provides expertise across carbon removal methods and industrial decarbonization. He previously served as senior advisor for R&D at the US Department of Energy. He is currently an adjunct professor at Georgetown University's Walsh School of Foreign Service.…
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