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Announcements

Gulf crisis tests China’s energy stockpile

China’s crude stockpiles and rising domestic gas output are an energy buffer against Gulf disruption in the short term

News and Publications with Anne-Sophie Corbeau & Karen E. Young • Arabian Gulf Business Insight • March 3, 2026

Energy Explained

Get the latest as our experts share their insights on global energy policy.

Featured

US-Israeli Attacks on Iran and Global Energy Impacts

On February 28, the US and Israel launched new attacks on Iran targeting primarily the country's leadership, security forces, and missile program.

Blog by Richard Nephew, Karen E. Young, Daniel Sternoff & Anne-Sophie Corbeau • March 2, 2026

US-Israeli Attacks on Iran and Global Energy Impacts

Trending

New Environmental Intelligence Assessment Points to ‘Catastrophic’ Security Risks

This Energy Explained post represents the research and views of the author(s). It does not necessarily represent the views of the Center on Global Energy Policy. The piece...

Blog by Kate Guy • February 23, 2026

Critical Minerals

The US Is Internationalizing Its Critical Minerals Industrial Policy

This Energy Explained post represents the research and views of the author(s). It does not necessarily represent the views of the Center on Global Energy Policy. The piece...

Blog by Zainab Usman • February 13, 2026

Podcasts

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Energy Markets

The Widening Middle East Conflict and Its Impact on Energy

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...

Columbia Energy Exchange Podcast with Anne-Sophie Corbeau , Richard Nephew , Daniel Sternoff and Karen E. Young • March 3, 2026

The Widening Middle East Conflict and Its Impact on Energy

Trending

Finance & Economics

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

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,...

Columbia Energy Exchange Podcast with Richard Nephew and Trevor Sutton • February 24, 2026

Energy Policy

Alex Fitzsimmons on the DOE’s ‘Energy Dominance’ Agenda

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...

Columbia Energy Exchange Podcast with Alex Fitzsimmons • February 17, 2026

Events

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Featured

March 4, 2026 • 10:00 am - 11:00 am est

Conflict in Iran and Its Impact on Global Energy Markets

On February 28, the United States and Israel launched an attack on Iran, resulting in the deaths of Iranian Supreme Leader Ali Hosseini Khamenei and senior Iranian leaders...

Event

Conflict in Iran and Its Impact on Global Energy Markets

Get Involved

March 10, 2026 • 6:00 pm - 8:30 pm est

Careers in Transportation: Women Leading the Future of EVs

The Center on Global Energy Policy at Columbia University SIPA's Women in Energy initiative, in partnership with Women of EVs NYC, invites you to join us for an in-person event...

Event • International Affairs Building, 15th Floor
Columbia University

April 21, 2026 • 8:30 am - 5:00 pm est

Columbia Global Energy Summit 2026

The Columbia Global Energy Summit 2026, hosted by the Center on Global Energy Policy at Columbia University SIPA, will take place on April 21, 2026 at Columbia University’s...

Summit Event • Lerner Hall
Columbia University

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News

Oil

Interview | US oil exports: step change ahead?

Many US producers are pushing to loosen the country's ban on crude oil exports. The FT's Anjli Raval asks Jason Bordoff, former Obama advisor and current director for the Center on Global Energy Policy at Columbia University, about the likelihood of policy changes.

Click to read the full article

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More News

Trump Bets That ‘Energy Dominance’ Will Make War in Iran Less Costly

News and Publications with Jason Bordoff • The New York Times • March 3, 2026

Trump’s show of force in the Middle East creates a weakness China can exploit

Beijing can again leverage its critical minerals dominance over an increasingly busy US military, as Taiwan slides further down the White House list of priorities

News and Publications with Erica Downs • The Guardian • March 3, 2026

Iran’s Oil Trade With China—What To Know

China imports roughly half of its oil from the Middle East.

News and Publications with Erica Downs • Newsweek • March 3, 2026

Young: Prolonged War Will Lead to High Gas Prices

News and Publications with Karen E. Young • Bloomberg • March 3, 2026

Our Work

Relevant
Publications

Oil

How a Conflict in Iran Could Affect Oil Markets in the Gulf Arab States

Multiple US–Iran conflict scenarios carry materially different risks for global oil infrastructure, transit routes, and prices.

Blog by Karen E. Young • January 30, 2026

How a Conflict in Iran Could Affect Oil Markets in the Gulf Arab States

Oil

Where China Gets Its Oil: Crude Imports in 2025 Reveal Stockpiling and Changing Fortunes of Certain Suppliers, Including Those Sanctioned

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.

Blog by Erica Downs • January 29, 2026

Where China Gets Its Oil: Crude Imports in 2025 Reveal Stockpiling and Changing Fortunes of Certain Suppliers, Including Those Sanctioned

US Action Threatens Venezuela-China Oil Flows, Debt Repayment, and Investments

The US intervention in Venezuela may jeopardize both the flow of discounted Venezuelan oil to China's teapot refineries and the role of Chinese oil companies in Venezuela’s upstream business.

Blog by Erica Downs & Luisa Palacios • January 7, 2026

US Action Threatens Venezuela-China Oil Flows, Debt Repayment, and Investments

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Updates

Related

March 4, 2026 • 10:00 am - 11:00 am est

Conflict in Iran and Its Impact on Global Energy Markets

On February 28, the United States and Israel launched an attack on Iran, resulting in the deaths of Iranian Supreme Leader Ali Hosseini Khamenei and senior Iranian leaders...

Event

Energy Markets

The Widening Middle East Conflict and Its Impact on Energy

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...

Columbia Energy Exchange Podcast with Anne-Sophie Corbeau , Richard Nephew , Daniel Sternoff and Karen E. Young • March 3, 2026

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