This website uses cookies as well as similar tools and technologies to understand visitors’ experiences. By continuing to use this website, you consent to Columbia University’s usage of cookies and similar technologies, in accordance with the Columbia University Website Cookie Notice.
Energy Explained
Get the latest as our experts share their insights on global energy policy.
Six Key Issues That Defined Climate Week 2025
CGEP scholars reflect on some of the standout issues of the day during this year's Climate Week
Blog
by Erica Downs, Dave Turk, Kate Guy, Gautam Jain, Luisa Palacios, David Sandalow, Vivek Shastry & Jack Andreasen Cavanaugh • October 10, 2025
Podcasts
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
What Drives ‘Breakneck’ Development in China?
Trade tensions between the US and China have hit a new high mark. Last week, after China announced plans to ratchet up its export controls of some rare-earths...
Events
Find out more about our upcoming and past events.
October 22, 2025
• 9:00 am - 10:00 am
edt
Preliminary Report of the International Dialogue on Climate and Trade
The growth of green industrial policy in major economies is creating friction between climate and trade. If allowed to escalate, these frictions may disrupt climate action and undermine...
Event
Guest
Bobby Tudor
Chairman of Tudor, Pickering, Holt & Co., LLC
Since OPEC’s November 2014 decision to let the oil price fall rather than cut output, the outlook for the energy sector has changed dramatically. Oil prices have rebounded from an historic slump as OPEC has re-emerged and asserted itself to curb global oil production and oil demand has grown faster than expected. At the same time, U.S. shale oil looks set to rise sharply, and U.S. fuel economy standards may be eased, thus boosting demand, even as questions about longer term oil demand remain. All of this poses enormous uncertainties for design of environmental policy, for the global economy, and for geopolitical stability in key producing countries around the world.
Jason Bordoff sits down with Bobby Tudor, Chairman of Tudor, Pickering, Holt & Co., LLC, to discuss the outlook for the energy sector. Prior to founding Tudor Capital, Bobby spent nearly twenty years at Goldman Sachs & Co. where he was a partner. Bobby holds a BA in English and Legal Studies from Rice University and a JD from Tulane Law School. Among many topics Bobby and Jason discuss, several include:
- The oil price outlook and the role U.S. shale will play
- Digitization of the oil field
- Capital availability and financing
- The role of emerging markets in global demand
- The new policy landscape in D.C. and how deregulation will affect the energy sector
More Episodes
What Drives ‘Breakneck’ Development in China?
Trade tensions between the US and China have hit a new high mark. Last week, after China announced plans to ratchet up its export controls of some rare-earths...
Building a New Energy Industrial Strategy
Industrial policy, supply chain security, and economic competitiveness are central to how we think about clean energy deployment. As the Trump administration pulls back federal support for the...
Is Permitting Reform About to Break Through?
Last year, an energy permitting reform bill sponsored by Senators Joe Manchin and John Barrasso passed out of committee but failed to gain full support in the US...
US Energy Policy in a Partisan Era
Following the rollback of key climate provisions from the Inflation Reduction Act, the debate over America's energy future is increasingly contentious. The passage of the One Big Beautiful...
Relevant
Publications
Six Key Issues That Defined Climate Week 2025
CGEP scholars reflect on some of the standout issues of the day during this year's Climate Week
Blog
by Erica Downs, Dave Turk, Kate Guy, Gautam Jain, Luisa Palacios, David Sandalow, Vivek Shastry & Jack Andreasen Cavanaugh • October 10, 2025
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.
Q&A: Why India Is Being Targeted with Russian Oil Import Tariffs, and What It Will Mean for Markets
US tariffs on India for purchasing Russian oil may stem more from frustrations in US-India trade negotiations than from a concern about funding Russia’s war in Ukraine.
What the Conflict in the Middle East Means for China’s Natural Gas Supply Security
China’s dependence on the energy supplies that move through the Strait of Hormuz makes it especially vulnerable to any possible closure of the waterway by Iran in retaliation for attacks by Israel and the United States.
