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Saudi Arabia’s recent moves into the liquefied natural gas (LNG) market may be a sign the giant oil exporter is looking to expand into a rapidly growing and politically influential market it had long ignored.
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
From oil pipelines crossing the border to integrated electricity grids, energy trade has long been a key part of the economic relationship between the United States and Canada....
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The relationship between the US and Canada, each of which is the other’s principal source of imported energy, has become increasingly fraught in recent months. Canada and the...
On January 2, the United States carried out an attack in Baghdad against a convoy of vehicles that killed Qasem Soleimani, an Iranian general and head of Iran’s Islamic Revolutionary Guard Corps Qods Force. Iran retaliated for the attacks, launching ballistic missiles at Iraqi bases housing U.S. troops. The next morning, both sides indicated a desire to deescalate the conflict.
Yet, while Iran and the U.S. have seemingly stepped back from the brink, it is far from clear Iran is done retaliating for Soleimani’s death, and a broader military conflict certainly remains a possibility, along with further attacks that may affect energy infrastructure.
In this edition of Columbia Energy Exchange, host Jason Bordoff is joined by CGEP’s Richard Nephew and Antoine Halff, who explain what led to this escalation with Iran, and what may happen next. Richard is a Senior Research Scholar at CGEP and the former Principal Deputy Coordinator for Sanctions Policy at the U.S. Department of State. In his prior role, Richard was instrumental in designing the sanctions regime against Iran, as well as the deal that lifted them, known as the Joint Comprehensive Plan of Action, which the Trump Administration has pulled out of. Antoine is an Adjunct Senior Research Scholar at CGEP, and former Chief Oil Analyst at the International Energy Agency. One of the leading oil market experts in the world, Antoine served as editor of IEA’s flagship publication, the Oil Market Report. Before that he was Lead Industry Economist at the U.S. Energy Information Administration.
Jason sat down with Richard and Antoine yesterday to discuss the attack on Solemani, Iran’s response, and the potential impacts on geopolitics, energy markets, oil prices, energy security, and more.
From oil pipelines crossing the border to integrated electricity grids, energy trade has long been a key part of the economic relationship between the United States and Canada....
After more than three years of intense fighting following Russia's invasion of Ukraine in February 2022, the path to end the war has been challenging. President Trump has...
As President Biden’s national security advisor, Jake Sullivan laid out a strategy for what he called a “foreign policy for the middle class.” Using the metaphor of a...
It’s hard to overstate how consequential President Trump’s “Liberation Day” tariffs have been for American economic policy. While the administration has paused the steep reciprocal tariffs it announced...
Saudi Arabia’s recent moves into the liquefied natural gas (LNG) market may be a sign the giant oil exporter is looking to expand into a rapidly growing and politically influential market it had long ignored.
On April 30, 2025, the United States and Ukraine signed a long-anticipated economic partnership agreement establishing the US–Ukraine Reconstruction Investment Fund.
The Trump administration may release a blueprint for a US sovereign wealth fund (SWF) in early May after the president signed an executive order in February giving the Secretary of the Treasury and the Secretary of Commerce 90 days to develop a plan.
President Donald Trump’s second term has begun with sweeping changes, just as the candidate promised: tariffs instituted against allies and adversaries alike, budgets and programs cut, and entire agencies shuttered.
