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Podcast
Columbia Energy Exchange

Geopolitics & U.S. Energy Policy

Guest

Carlos Pascual

former Special Envoy & Coordinator for International Energy Affairs at U.S. State Department

The geopolitics of energy is playing a growing role in American foreign policy. As the United States ushers in a new president who has signaled a sharp shift in approach to energy and the environment, the new Administration must examine how these changes will impact relations with the rest of the world. Host Jason Bordoff speaks with Carlos Pascual, a non-resident Fellow at the Center on Global Energy Policy and Senior Vice President at IHS, about the role of geopolitics and foreign policy priorities for the new Administration. Prior to his current position, Carlos served as U.S. Ambassador in Mexico and Ukraine, as the State Department’s Special Envoy and Coordinator for International Energy Affairs where he established and directed the Energy Resources Bureau and as senior advisor to the Secretary of State on global energy diplomacy. They discuss: Energy and foreign policy priorities and challenges for the new president including Russia, the Middle East and Asia; the link between energy, international security and international development; how the reduction of hydrocarbon demand as a result of climate change initiatives will influence geopolitics.

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Trends and 2025 Insights on the Rise of Electric Vehicles in the USA

Plug-in electric vehicles (EVs) are reshaping the transportation energy landscape, providing a practical alternative to petroleum fuels for a growing number of applications. EV sales grew 55× in the past decade (2014–2024) and 6× since 2020, driven by technological progress enabled by policies to reduce transportation emissions as well as industrial plans motivated by strategic value of EVs for global competitiveness, jobs and geopolitics. In 2024, 22% of passenger cars sold globally were EVs and opportunities for EVs beyond on-road applications are growing, including solutions to electrify off-road vehicles, maritime and aviation. This Review updates and expands our 2020 assessment of the scientific literature and describes the current status and future projections of EV markets, charging infrastructures, vehicle–grid integration and supply chains in the USA. EV is the lowest-emission motorized on-road transportation option, with life-cycle emissions decreasing as electricity emissions continue to decrease. Charging infrastructure grew in line with EV adoption but providing ubiquitous reliable and convenient charging remains a challenge. EVs are reducing electricity costs in several US markets and coordinated EV charging can improve grid resilience and reduce electricity costs for all consumers. The current trajectory of technology improvement and industrial investments points to continued acceleration of EVs. Electric vehicles are increasingly adopted in the USA, with concurrent expansion of charging infrastructure and electricity demand. This Review details these trends and discusses their drivers and broader implications.

External Publications with Pierpaolo Cazzola Nature • October 09, 2025
Trends and 2025 Insights on the Rise of Electric Vehicles in the USA
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