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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 policy, 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

29:23

Ian Bremmer on Navigating a Fragmenting World

Columbia Energy Exchange ·

2026/04/21

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.

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52:25

Amos Hochstein on the Strait of Hormuz Opening and...

Columbia Energy Exchange ·

2026/04/17

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

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48:01

Iran Conflict Brief: Will the Ceasefire Hold?...

Columbia Energy Exchange ·

2026/04/16

With an April 21 deadline looming, the Middle East remains suspended in a volatile state of war and peace. Regional mediators are scrambling to broker a second round of US-Iran talks before the current two-week ceasefire expires, hoping to narrow gaps over nuclear ambitions and the Strait of Hormuz to buy critical time for a lasting truce. In this episode of Iran Conflict Brief, Daniel Sternoff is joined by Mohammad Ali Shabani to analyze the shifts in Tehran's decision-making and the precarious

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01:00:37

Rajiv Shah on Advancing Universal Abundant Energy Access

Columbia Energy Exchange ·

2026/04/14

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

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48:45

Dan Steingart on Battery Innovation and the Future of...

Columbia Energy Exchange ·

2026/04/07

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,

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29:50

Iran Conflict Brief: Ali Ansari on What's Going on...

Columbia Energy Exchange ·

2026/04/06

On the eve of President Trump's deadline for Iran to reopen the Strait of Hormuz, the global energy landscape faces a moment of unprecedented risk. With dated Brent crude already surging past $140 a barrel, the threat of tit-for-tat infrastructure strikes looms over the region. In this episode, Daniel Sternoff speaks with Ali Ansari about what's happening in Iran, how decisions are getting made, and how the regional energy landscape is being permanently reshaped. The conversation delves into the

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29:58

Iran Conflict Brief: The War's Lasting Impact on Gulf...

Columbia Energy Exchange ·

2026/04/01

While US and Israeli forces have significantly degraded Iran's military and nuclear capability, the global energy landscape remains in a precarious position. For weeks, the Strait of Hormuz has been effectively shut to tanker traffic, causing physical markets to tighten and rationing to spread across Asia. With the US considering an "off-ramp" to declare victory, the world faces a critical dilemma: can the global economy survive a peace that leaves Iran in control of the world's most vital maritime

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01:00:22

Daleep Singh on the Need for a US Industrial Policy...

Columbia Energy Exchange ·

2026/03/31

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

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59:47

Javier Blas on CERAWeek and the Energy Market's...

Columbia Energy Exchange ·

2026/03/27

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,

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53:20

Kurt Campbell on China's Approach to Energy Security...

Columbia Energy Exchange ·

2026/03/24

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

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34:54

Iran Conflict Brief: How the Energy Shock Is...

Columbia Energy Exchange ·

2026/03/24

Nearly a month in, the conflict in Iran appears to have hit a critical inflection point. Over the weekend, President Trump gave Iran a 48-hour ultimatum to open the Strait of Hormuz or face strikes on its power infrastructure, which Iran credibly warned would trigger reciprocal attacks on GCC energy infrastructure. President Trump then postponed those strikes after what the administration described as productive talks with Iran on ending the conflict—talks that Iran denied are happening. Meanwhile,

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37:02

Iran Conflict Brief: The High Cost of Attacking...

Columbia Energy Exchange ·

2026/03/19

As the conflict in the Middle East enters its 20th day, events on the ground have shifted into a critical new phase marked by direct strikes on core energy infrastructure. With the Strait of Hormuz closed for three weeks, effectively bottling up nearly a fifth of the world's oil and LNG supply, recent escalations have turned the crisis from energy flow disruptions to potentially long-term physical damage. Following Israeli strikes on the South Pars gas field in Iran, retaliatory attacks hit

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47:45

Michael Gerrard and Jeff Holmstead on Next Chapter in...

Columbia Energy Exchange ·

2026/03/17

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

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25:10

Iran Conflict Brief: A 'Tacit Bargain' Protecting...

Columbia Energy Exchange ·

2026/03/16

As the US-Israeli military campaign against Iran enters its third week, the complexities of the global energy landscape are deepening by the hour. Shut-ins of Middle Eastern upstream oil production are now approaching 10 million barrels per day, 20% of the world's liquefied natural gas remains shuttered, and the Strait of Hormuz is effectively closed to normal maritime traffic. And while a historic 400-million-barrel release from the US Strategic Petroleum Reserve helped blunt oil prices from rising

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26:17

Iran Conflict Brief: What It Will Take to Open Up the...

Columbia Energy Exchange ·

2026/03/11

In energy markets, all eyes are on the Strait of Hormuz. As of March 11, 2026, this vital passage is effectively closed to tanker traffic, stranding almost a fifth of world supplies of crude oil, oil products, and liquefied natural gas. Yesterday, oil prices retreated sharply on a tweet from US Energy Secretary Chris Wright, claiming that the US Navy had escorted a tanker through Hormuz. That tweet was retracted, and was followed by reports that US intelligence had detected signs Iran had begun

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01:18

New Rapid Response Series: The Iran Conflict Brief

Columbia Energy Exchange ·

2026/03/11

The conflict in the Middle East is evolving with incredible speed, creating a landscape where the complexities of understanding both immediate and long-term outcomes have never been greater. We'll still be here every Tuesday for our deep-dive conversations on the global energy landscape. But the speed of events in Iran and across the region demands a different kind of coverage. That's why we're launching a new limited series: the Iran Conflict Brief. It's a rapid-response podcast hosted by

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59:26

How the Iran Conflict Is Reshaping Russia and China's...

Columbia Energy Exchange ·

2026/03/10

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

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55:48

The Widening Middle East Conflict and Its Impact on...

Columbia Energy Exchange ·

2026/03/03

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

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50:10

Supreme Court's Tariff Ruling: What It Means for Energy

Columbia Energy Exchange ·

2026/02/24

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%,

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54:58

Alex Fitzsimmons on the DOE's 'Energy Dominance' Agenda

Columbia Energy Exchange ·

2026/02/17

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

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227 results

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