Columbia Energy Exchange

Juan Carlos Jobet, a former Chilean Minister of Energy and Mining, joins Tom Moerenhout from Columbia University and Diego Rivera Rivota to discuss Latin America’s mineral supply chain. They dive into the challenges posed by the U.S. tariffs on copper and the region's vast lithium resources. The trio addresses the geopolitical implications of mineral extraction and the urgent need for equitable practices respecting Indigenous communities. Insights on optimizing supply chains amidst global demand and environmental concerns create a compelling dialogue about the future of minerals in clean energy.

Join Kate Guy, a senior fellow and managing director at the Center on Global Energy Policy, as she dives into the intersection of extreme weather and energy security. She discusses the vulnerabilities in our energy infrastructure exposed by climate change, the urgent need for resilience planning, and the necessity of diversifying energy sources. Kate also highlights the critical role of government data in weather forecasting and the importance of innovative technology to manage energy demands. Explore how these challenges are reshaping our understanding of national security.

Laura Cozzi, Chief Energy Modeler at the International Energy Agency, discusses the dual-edged sword of AI's impact on the energy sector. She examines how AI is projected to double the electricity demand from data centers by 2030, stressing the challenges of grid congestion. The conversation reveals the vital need for collaboration between IT and energy sectors to tackle these demands. Cozzi also highlights AI's transformative potential to optimize energy management, enhance sustainability, and bolster the clean energy transition.

In this enlightening discussion, Arjun Murti, an oil and gas analyst with Veriten and a former Goldman Sachs strategist, unpacks the complexities of the current energy landscape. He addresses the impact of geopolitical tensions on oil prices, questions the feasibility of corporate net-zero targets, and explores the balance between energy security and climate goals. With a focus on emerging economies, Murti highlights the need for pragmatic policies and diverse energy solutions, making a compelling case for a nuanced approach to the ongoing energy transition.

In this discussion featuring Daniel Sternoff, a non-resident fellow at CGEP with expertise in energy markets, Richard Nephew, a former US deputy special envoy for Iran involved in nuclear negotiations, and Karen Young, a scholar on the political economy of the Gulf states, the experts unpack the nuances of the fragile ceasefire between Israel and Iran. They delve into the oil market's reactions to geopolitical shifts, the uncertain future of U.S.-Iran relations, and the complexities surrounding Iran's nuclear capabilities amid ongoing regional tensions.

Mary Nichols, a distinguished environmental lawyer and former chair of the California Air Resources Board, discusses California's pivotal role in clean air regulation. She delves into the recent congressional move to revoke emissions waivers, marking a significant political challenge. Nichols explains the historical journey of California's fight against air pollution and how its strict standards influence other states. The conversation also covers the auto industry's response, the future of zero-emission vehicles, and the broader implications for climate action in America.

In this engaging discussion, Daniel Sternhoff, a non-resident fellow at CGEP and energy expert, teams up with Richard Nephew, a former US Deputy Special Envoy for Iran, to unpack the escalating Israel-Iran conflict. They explore how U.S. involvement could reshape geopolitical landscapes and energy markets. Despite recent military tensions, they highlight the surprising stability of oil prices. The experts analyze potential diplomatic resolutions and the delicate balance Gulf nations must maintain amid rising concerns over Iran’s nuclear ambitions.

Ashley Finan, a global fellow at the Center on Global Energy Policy with a background in nuclear energy and national security, joins Matt Bowen, a senior research scholar focusing on nuclear policy. They discuss the resurgence of nuclear energy in the U.S. driven by climate needs and technological advancements. Topics include the economic hurdles of projects like Vogtle, competition from China and Russia, and the critical role of government support. They argue for innovative solutions and the importance of safety as the U.S. aims to take the lead in nuclear energy.

In this discussion, Richard Nephew, a former US Deputy Special Envoy for Iran and current senior research scholar, teams up with Karen Young, an expert on Gulf states' political economy. They delve into Israel's strategic airstrikes on Iran, examining immediate oil price impacts and potential Iranian retaliation. The pair highlights the complexities of U.S. involvement and the dangers posed by Iran's nuclear advancements. With rising tensions, they explore the broader implications for global energy markets and the intricate dynamics of regional politics.

Kevin Book, Managing Director of Research at ClearView Energy Partners and member of the Council on Foreign Relations, discusses the seismic shifts confronting U.S. energy policy. He highlights Congress's efforts to roll back crucial clean energy initiatives, potentially jeopardizing nearly $10 billion earmarked for decarbonization. The urgency of the July 4th deadline looms large, with potential disruptions influencing legislative outcomes. Book also explores the complex dynamics of bipartisanship and the states' responses to federal deregulation in this critical landscape.