Net Power Surrendered Its Clean Dreams to Data Center Demand
The zero-emission pioneer is doing the dirty work for the AI boom.
External Publication with Jason Bordoff • Goldman Sachs • October 01, 2026
In this edition of Global Institute Dialogues Jason Bordoff discusses how the Iran crisis, China’s electrification strategy, and the US shale revolution have changed energy geopolitics.
Reporting in the New York Times suggests a key element in the Trump administration's Russia-Ukraine peace plan involves Europe resuming Russian gas imports.
Last week's summit between US President Trump and Chinese President Xi was the second meeting between the two leaders since the US and Israel attacked Iran.
As inventories run dry and the Iran war continues to disrupt transit routes, oil has surged back to more than $100 per barrel. Diesel fuel—the workhorse of the agricultural and trucking sectors—has now soared to historic highs, pushing U.S. exports to record levels.
Full report
External Publication with Jason Bordoff • Goldman Sachs • October 01, 2026