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Announcements

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...

Announcement by Jason Bordoff • February 16, 2026
Reflections from Munich 2026
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Iran has a ‘powerful weapon’ in Strait of Hormuz: Expert

Jason Bordoff from Columbia University, formerly at the US National Security Council under the Obama administration, says Iran has high tolerance for navigating the impact of the Strait of Hormuz closure. He also says global inventories and rerouted fuel flows are temporarily cushioning the disruption from the war, but warns prices will rise sharply once those buffers run down and demand destruction sets in.

News and Publications with Jason Bordoff CNBC • May 19, 2026

«В заводы летит, и не слабо»

За последние два месяцы украинская армия нанесла десятки ударов по российской нефтяной инфраструктуре. По подсчетам «Новой газеты Европа», дроны вывели из строя заводы или установки, которые перерабатывают около 62 млн тонн нефти и производят около 6,5 млн бензина в годовом выражении — почти шестую часть от его выпуска в стране.

News and Publications with Tatiana Mitrova Novaya Gazeta • May 15, 2026