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PODCAST

Columbia Energy Exchange

Columbia University

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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All Episodes

45:41

Jensen Huang: The Power of Intelligence Infrastructure

Columbia Energy Exchange ·

2025/08/26

Jensen Huang, who founded NVIDIA in the early 1990s and built it into one of the most valuable companies in the world today, has thought a lot about AI's impact on global energy and climate systems. Jensen has much to say about AI's potential benefits for energy innovation, power demand for AI, and a range of related topics, as David Sandalow — the inaugural fellow here at the Center on Global Energy Policy — learned when interviewing him. Today, we’re bringing you their conversation in full from

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58:30

Trump’s High-risk, High-reward AI Action Plan

Columbia Energy Exchange ·

2025/08/19

In July, the Trump administration released what it calls an AI action plan. In it, along with several executive orders, the White House lays out its vision for building and expanding the country’s AI infrastructure. Key tenets of that vision include removing regulatory hurdles and accelerating US dominance in the industry. It also has broad energy and security implications. So how could the administration's high-risk, high-reward approach increase US market share in AI? Will it create tensions with

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36:59

Special Episode: Unpacking the US-India-Russia Tariff...

Columbia Energy Exchange ·

2025/08/14

After President Trump and Indian Prime Minister Modi met in the White House back in February, US-India relations appeared to be on solid ground. Back then, Trump was still confident he could broker a quick resolution in Russia’s war against Ukraine. Then, last week, the Trump administration said that if India continues to import Russian oil, the US will double tariffs on Indian goods, starting August 27. This move threatens to undermine relations between the US and India — and it could impact more

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59:48

India’s Clean Energy Conundrum

Columbia Energy Exchange ·

2025/08/12

President Trump’s threat to double tariffs on Indian goods, to 50%, as punishment for the country’s continued purchase of Russian oil, puts India in an untenable position. The US is its top export market, but India is deeply reliant on importing energy to support the needs of its 1.4 billion people. As the world's most populous nation and one of its fastest-growing economies, India faces unprecedented energy demands and also pressure to meet that demand with clean energy. Today, around 70 percent of

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40:10

A Reckoning for Core US Climate Finding

Columbia Energy Exchange ·

2025/08/05

The US Environmental Protection Agency plans to rescind the foundation of its authority to regulate greenhouse gas emissions under the Clean Air Act. Eliminating the so-called “endangerment finding” is a key part of President Trump’s efforts to reverse Obama- and Biden-era climate policy. The finding was also targeted in the conservative Project 2025 strategy to reshape the federal government. But the rollback won’t happen without a fight, and the endangerment finding has held up to past legal

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01:02:38

Editor’s Pick: How Economic Warfare Impacts Energy

Columbia Energy Exchange ·

2025/07/29

Six months in, President Trump’s trade war has entered a new phase. Just this weekend, the European Union agreed to a trade deal that includes a promise to buy $750 billion worth of American energy products over the next three years. And this week, with the August 1 tariff deadline looming, the US and China have restarted negotiations. Trump has been using tools of economic warfare since his first term. And the Biden administration embraced policies such as steep tariffs on electric vehicle imports

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01:04:28

A Critical Moment for Latin America’s Mineral Supply...

Columbia Energy Exchange ·

2025/07/22

Countries around the world, including the US, are rushing to secure critical mineral supply chains. As these essential resources, which are key to building clean energy infrastructure, become a major focus in policy and trade discussions, Latin America sits at the center of the competition. It is home to vast lithium reserves in the Lithium Triangle and it holds nearly 40% of the world's copper deposits. But recent price volatility and geopolitical concerns have created new challenges. Early this

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42:19

Climate Shocks Are Redefining Energy Security

Columbia Energy Exchange ·

2025/07/15

Many parts of the US have experienced brutal, deadly heat in recent weeks—and there’s plenty of summer left. Intense rainfall, made more likely by warming, dropped more than 15 inches of rain in central Texas, claiming more than 130 lives. In addition to the devastating human toll these weather events take, they expose critical vulnerabilities in our energy infrastructure. Power grids are seeing tremendous demand from air conditioning, not to mention other factors including data centers. And of

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53:56

Is AI Friend or Foe to the Clean Energy Transition?

Columbia Energy Exchange ·

2025/07/08

Artificial intelligence is transforming our world — and the energy sector. Earlier this year, the International Energy Agency (IEA) released a comprehensive report examining both AI’s projected energy demands and how it might reshape energy systems. But while headlines often raise alarms around electricity demand growth, the reality is more nuanced and complex. While data centers currently account for just 1.5% of global electricity use, that share is expected to double by 2030, driven largely by

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59:12

Peaks and Valleys in the Energy Transition

Columbia Energy Exchange ·

2025/07/01

The global energy landscape is shifting right now. Geopolitical tensions in the Middle East, debates about peak oil demand, and waning support for climate action in some parts of the world are challenging long-held assumptions about the pace and scale of the energy transition. Confronting these complex challenges requires an understanding of the forces that drive energy markets and prices. So where is global energy consumption headed? Are reports of oil's demise exaggerated? And as countries

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35:31

Navigating Israel-Iran Ceasefire Uncertainties

Columbia Energy Exchange ·

2025/06/25

Just two days after President Trump deployed America’s military to attack Iranian nuclear development sites, a shaky ceasefire between Israel and Iran brokered by President Trump emerged. So far, this deal appears to be holding, but there’s no formal ceasefire agreement in place—at least not yet. It is clear that Iran’s nuclear infrastructure has suffered significant damage, but it’s not clear just how extensive that damage really is. That uncertainty leaves a lot of unanswered questions about where

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49:03

California’s Clean Air Conundrum

Columbia Energy Exchange ·

2025/06/24

California has long led the nation in pioneering clean air regulations, from grappling with smog to setting ambitious zero-emission vehicle mandates. The Golden State's unique authority under the Clean Air Act has allowed it to set emissions standards that exceed federal requirements. Around a dozen other states have followed California’s lead. But that leadership now faces an unprecedented challenge. Last month, Congress voted to revoke three Clean Air Act waivers that the Biden administration had

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36:26

Growing Israel-Iran Conflict and Its Impact on Energy...

Columbia Energy Exchange ·

2025/06/19

In the growing conflict between Israel and Iran, many questions now loom, including the extent of US involvement, the potential for regime change, and the status of Iran’s nuclear program. All this uncertainty and speculation is having some impact on energy markets and potentially much more in the weeks to come. While there have been some attacks on energy infrastructure, there has not been a significant disruption in oil or gas supply to the global market. Some energy traders are seemingly

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57:53

US Role in a Nuclear Energy Resurgence

Columbia Energy Exchange ·

2025/06/17

Climate imperatives, national security, and the need for reliable, carbon-free, dispatchable power to meet rising electricity demand are all contributing to a resurgence in nuclear energy. The United States is taking a leading role in this industry’s growth. Tech companies are signing major deals for nuclear energy to meet their growing energy needs. And President Trump recently signed four executive orders aimed at dramatically increasing nuclear power generation — an issue with rare bipartisan

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33:40

Implications of Israel’s Attack on Iran

Columbia Energy Exchange ·

2025/06/13

On June 12th, Israel carried out overnight airstrikes targeting Iranian nuclear facilities, military infrastructure, military leaders, and nuclear scientists. While the full scope and implications of the attack are still emerging, energy markets responded immediately. Oil prices spiked in the aftermath, although they subsequently eased. What are the regional implications of this conflict? How might Iran retaliate and how might the US respond? How will this impact ongoing negotiations between the US

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43:21

A Major Reckoning for US Energy Policy

Columbia Energy Exchange ·

2025/06/10

Congress is rushing to enact what could be the most significant energy policy reversal in decades. The US Senate has begun work on an enormous budget reconciliation bill that would extend President Trump's tax cuts while all but eliminating clean energy programs to help pay for them. The House version substantially repeals nearly all tax credits from the Inflation Reduction Act—affecting everything from solar and wind development to hydrogen and carbon capture projects. According to the Sabin Center

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46:37

Obstacles to Energy Consensus in Congress

Columbia Energy Exchange ·

2025/06/03

In today's polarized political landscape, energy policy has become increasingly partisan. States rich in both fossil fuels and renewable resources must confront growing electricity demand and aging infrastructure. Meanwhile, the Trump administration is pushing to defund critical energy projects under the Inflation Reduction Act while also opening new fossil energy development on public land. And congressional efforts at energy permitting reform have stalled despite broad agreement on the need to

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01:03:38

Trump’s Mideast Diplomacy

Columbia Energy Exchange ·

2025/05/27

President Trump's recent visit to the Gulf region marked a dramatic shift from the previous administration’s Middle East diplomacy. In his visit to Saudi Arabia, the UAE, and Qatar, Trump focused on securing significant investment commitments and commercial partnerships to support the region's AI and other ambitions. The trip showcased Trump’s transactional approach to foreign policy—one focused on bilateral deals rather than regional frameworks, and economic partnerships over military

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59:00

A Framework for Achieving Energy Equity

Columbia Energy Exchange ·

2025/05/20

We often associate energy poverty with developing nations, but the reality is that tens of millions of Americans struggle to pay their monthly energy bills. Oftentimes, they forgo heating or cooling their homes in order to pay rent or buy food. And ultimately, they risk losing access to energy altogether, through utility shutoffs. For families living in inadequate housing with poor insulation and inefficient appliances, energy insecurity impacts health, comfort, and quality of life. For some,

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40:05

Japan’s Shifting Energy Strategy

Columbia Energy Exchange ·

2025/05/13

For years, Japan set aggressive decarbonization targets, positioning itself as a climate leader despite limited domestic resources. But recent geopolitical earthquakes like the ongoing war in Ukraine, increasing energy demand, and a near-blackout in Tokyo have forced Japan to reassess its priorities. Japan's new strategic energy plan, approved by the nation’s government in February, represents this shifting calculus. While maintaining long-term carbon neutrality goals, it elevates energy security

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