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Columbia Energy Exchange

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Columbia Energy Exchange

Columbia University

Iran Conflict Brief: How Renewed Strikes Impact Global Energy

July 10, 2026 1:28pm 43 min

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 retaliate...

Alice Yake on Planning for a Reliable, Cleaner Grid

July 07, 2026 12:00pm 1:00

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 ma...

Doug Arent and Robin Millican on What's Really Driving Electricity Prices

June 30, 2026 11:33am 56 min

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...

Michael Cembalest Does the Math on the Energy Transition

June 23, 2026 3:00pm 57 min

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 c...

Jake Sullivan and Jon Finer on the US-Iran Deal, Hormuz Realities, and Iran's Nuclear Future

June 18, 2026 9:00am 1:02

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...

Iran Conflict Brief: The US-Iran Deal and a New Phase of Accommodation

June 16, 2026 11:17am 37 min

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 opera...

Jessica Uhl on the Fractured Energy Transition: Why Speed Matters Now

June 09, 2026 12:00pm 50 min

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...

Ashley Finan and Amy Roma on Speed, Safety, and Reforming Nuclear Energy

June 02, 2026 1:41pm 1:01

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 landsc...

Katie Auth on How the 'Modern Energy Minimum' Can Drive Economic Growth

May 26, 2026 12:00pm 57 min

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 ...

Speed to Power: Christian Bruch on Siemens Energy's Turnaround

May 19, 2026 3:03pm 52 min

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—...

Iran Conflict Brief: How the Iran Standoff is Rewriting US-China Relations

May 18, 2026 3:47pm 28 min

The Iran crisis is in its 80th day. Right now, roughly 1,500 vessels laden with oil, natural gas, fertilizers, and oil products sit trapped in the Persian Gulf by a dual US-Iranian blockade. One thing is certain: prolong...

Arctic Expert Iris Ferguson on Greenland's Resources, Geopolitical Risks

May 12, 2026 12:00pm 48 min

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 becaus...

Bob McNally and Jason Bordoff on Handling an Energy Crisis

May 05, 2026 12:00pm 57 min

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 disrupti...

Iran Conflict Brief: Why the UAE Is Leaving OPEC Now

April 29, 2026 3:46pm 30 min

It has been a tumultuous 24 hours for the global energy landscape. Yesterday, the United Arab Emirates sent shockwaves through the oil industry by announcing its withdrawal from OPEC, marking a historic break with Saudi ...

The Iran Oil Shock: Will it Force the World to Re-think the Future of Energy?

April 28, 2026 11:46am 40 min

In this special episode Jason Bordoff, founding director of the Center on Global Energy Policy, sits down with Robin Pomeroy, host of the World Economic Forum podcast, Radio Davos, to talk about the global and likely las...

Ian Bremmer on Navigating a Fragmenting World

April 21, 2026 3:00pm 29 min

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 ...

Amos Hochstein on the Strait of Hormuz Opening and Where the War is Headed

April 17, 2026 5:32pm 52 min

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...

Iran Conflict Brief: Will the Ceasefire Hold? Analyzing Tehran's High-Stakes Diplomacy

April 16, 2026 3:44pm 48 min

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...

Rajiv Shah on Advancing Universal Abundant Energy Access

April 14, 2026 6:00am 1:00

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 fragmentat...

Dan Steingart on Battery Innovation and the Future of Energy Storage

April 07, 2026 3:00pm 48 min

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 beco...

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