In the span of just twelve days, the strategic balance of the Middle East was fundamentally altered. Israel systematically dismantled Iran’s drones, missiles, and air defenses, while American strikes turned its most important nuclear facilities into dust. But for all of that, another aspect of the war may not yet have gotten enough attention, and that is the demonstration of what American energy dominance can make possible. What does it mean that oil did not rise over $100 per barrel, as some predicted it might, and how did American policymakers ensure that it didn’t?
The answer to that question lies in part in the creation in February 2025 of the National Energy Dominance Council (NEDC). Our guest today is Richard Goldberg, a senior advisor at the Foundation for Defense of Democracies, who recently served as senior counselor to the NEDC. In conversation with Mosaic’s editor Jonathan Silver, Goldberg examines what he calls “a National Security Council for energy,” its role in crafting a whole-of-government approach to coordinating American energy policy, and what it tells us about President Trump’s vision for American power.
We are currently living through a three-way strategic competition among the United States, China, and Iran for influence in the Middle East—and energy is the battleground. China is pouring billions into its Belt and Road infrastructure projects across the region while buying Iranian oil in defiance of sanctions. Iran is using energy revenues to fund proxy networks from Iraq to Yemen, threatening the very shipping lanes that global commerce depends on.
The Trump administration’s answer is to turn American energy abundance into a strategic weapon. To this end, it has signed an energy- and AI-cooperation agreement with Israel—designed to combine Israeli innovation with American infrastructure to dominate the technologies of the future. The administration is also working to cut off Iran’s energy lifelines, ending waivers that allowed Iraq to buy Iranian oil and gas. It’s also pushing massive infrastructure projects like the India-Middle East-Europe Corridor that would run through Israel and bypass both Iranian threats and Chinese influence.
Coordinating and advancing these policies is the work of the NEDC, and Goldberg was in the room during the twelve-day war and the U.S. strikes on Iran’s nuclear facilities, as well as for the signing of that unprecedented U.S.-Israel energy-cooperation agreement during Prime Minister Netanyahu’s July visit to Washington. Now that he no longer holds public office, he can talk about the experience.
