How This Historic Oil Disruption Could Reshape the Global Energy Markets
Iran, Strait of Hormuz, oil prices, solar energy, wind power, energy transition, China, renewables, global markets, energy security
Current Access Level “I” – ID Only: CUID holders, alumni, and approved guests only
From economic sanctions, to geopolitical concerns over cross-border infrastructure projects, to an evolving global market for natural gas, a set of shifting dynamics are having a substantial impact on Russia’s energy sector.
To discuss these issues and more, host Jason Bordoff recently sat down with Dr. Tatiana Mitrova, Director of the SKOLKOVO Energy Centre in Moscow and a Fellow at the Center on Global Energy Policy, on the latest episode of the Columbia Energy Exchange. Tatiana has over twenty years of experience in dealing with Russian and global energy markets, including production, transportation, demand, policy, pricing and market restructuring.
During their conversation, Tatiana and Jason discussed Russia’s oil and gas sector, including Russia’s export policies and its relationship with other producer countries. Tatiana also discussed the economic and geopolitical consequences of the Nord Stream 2 pipeline project. Other topics in their conversation included Gazprom’s response to the changing global gas market, Russian gas market liberalization efforts, and the future of Russia’s relationship with Saudi Arabia.
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 Last month, the Environmental Protection Agency repealed its own power to regulate greenhouse gases.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...
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...
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...
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...
On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.
On February 24, 2026, CGEP hosted a private virtual roundtable under the Chatham House rule to discuss the importance of an independent nuclear safety regulator.
Amid global oil and gas disruptions, China stands prepared for the electrostate era.