Reflections from Munich 2026
I’m en route home after a week in Europe—first at the Oslo Energy Forum and then at the Munich Security Conference. Munich generated considerable news and drama, but...
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Op-eds & Essays by Jason Bordoff • June 05, 2017
Writing in Foreign Policy, Director Jason Bordoff argues that today’s 70th anniversary of the Marshall Plan serves as a reminder of the importance of a strong transatlantic alliance at a time when the relationship between the U.S. and Europe has been strained by the Trump Administration’s withdrawal from the Paris climate agreement, refusal to endorse NATO’s guarantee of mutual defense, and rejection of international trade agreements. Energy, in particular, is a key area for U.S.-European cooperation and a notable example of how the United States is better off when it is integrated into a global community rather than isolated.
http://foreignpolicy.com/2017/06/05/an-auspicious-anniversary-for-the-ma…
Iran has among the world's largest natural gas resource bases, but its ability to supply regional and global markets is constrained by sanctions, underinvestment, and limited export infrastructure.
Multiple US–Iran conflict scenarios carry materially different risks for global oil infrastructure, transit routes, and prices.
China’s crude oil imports hit a record-high 11.6 million barrels per day in 2025, as geopolitical tensions, low oil prices, and global oversupply spurred China to increase its oil stockpiles, a trend likely to continue in 2026.
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Op-eds & Essays by Jason Bordoff • June 05, 2017