Columbia Energy Exchange

Roland Horne, the Thomas Davies Barrow Professor of Earth Sciences at Stanford, dives into the evolving world of geothermal energy. He shares insights on enhanced geothermal systems, explaining how advancements in drilling techniques are breaking new ground. Horne discusses the role of geothermal as a firm backup for renewable sources and the potential for broader U.S. use, including emerging projects beyond the West. With historical ties to oil and gas, he emphasizes how declining costs and policy support are paving the way for this clean energy frontier.

Emmanuel Lagarrigue, a partner and global co-head of KKR's Climate Transition Strategy, shares insights from his extensive experience at Schneider Electric. He discusses the booming trend of investing in clean technologies, which is projected to hit $2.2 trillion this year. Emmanuel weighs in on the impact of geopolitical shifts and U.S. policy changes on climate investments. He identifies promising areas like solar and electrified vehicle fleets while exploring the challenges of supply chain dependence and the need for smart infrastructure that supports a sustainable future.

Amy Harder, a national energy correspondent at Axios with over 15 years of experience in energy and climate journalism, explores the shifting landscape of climate reporting. She discusses the declining coverage of climate issues, the changing role of AI in journalism, and the importance of local news for energy stories. Harder emphasizes the need for transparency in reporting and the challenge of maintaining trust amid skepticism. She also highlights the evolving nature of stories—from the fracking boom to clean-tech and the urgency of addressing climate impacts.

Neil Chatterjee, a former FERC commissioner and current chief government affairs officer at Palmetto, shares his insights on the evolving landscape of energy regulation. He discusses the pressure FERC faces from AI-driven data center demands and its struggle for bipartisan dialogue amidst climate concerns. Chatterjee advocates for integrating clean technologies across political lines and highlights the urgent need for permitting reforms and infrastructure investments to meet rising energy demands. His vision includes a decentralized grid powered by next-gen technologies.

Tim Gould, Chief Economist at the International Energy Agency, dives into the complexities of global energy markets. He discusses the impact of rising geopolitical tensions on energy security and the crucial role of electrification and renewables in shaping future scenarios. Tim outlines how electric mobility in regions like China is swinging oil demand in different directions and highlights the urgent need for policies that balance energy security with climate goals. He also explores the implications of a surge in LNG supply and the necessity of grid flexibility in the renewable transition.

John Arnold, co-founder of Arnold Ventures and Grid United, shares his journey from energy trading at Enron to philanthropy focused on evidence-based policy. He discusses the challenges elected officials face in navigating complex energy issues amidst partisanship. John highlights the importance of reliable data to inform energy policies and the need for bipartisan solutions to infrastructure hurdles. He also considers the implications of AI on energy demands and emphasizes the urgency of permitting reforms to support renewable energy projects.

Elliot Diringer, an experienced climate diplomat and policy strategist at the Center on Global Energy Policy, discusses the challenges facing the upcoming COP30 in Brazil. He explores the implications of the U.S. withdrawal from the Paris Agreement and what it means for global emissions. Diringer highlights the slow pace of nations submitting their climate action plans, the critical need for climate finance, and the evolving focus on implementing agreements rather than just negotiating them. He also sheds light on Brazil's new forum addressing climate and trade tensions.

Richard Nephew, a sanctions expert, Tatiana Mitrova, a specialist in Russian energy markets, and Daniel Sternoff, an oil market analyst, dive into the implications of new U.S. sanctions on Russian oil. They discuss how the sanctions aim to impact revenue for Russia’s war in Ukraine and the potential for secondary sanctions targeting buyers. The trio examines market reactions, the adaptability of Russia’s oil exports, and the geopolitical ramifications, including responses from places like China and India. Their insights highlight a complex web of energy and diplomacy.

Meghan O'Sullivan, a prominent expert on energy geopolitics at Harvard, delves into the resurgence of energy as a weapon. She discusses how historical events led to complacency and contrasts them with today's geopolitical tensions, such as Russia’s use of natural gas and China’s critical mineral dominance. The conversation highlights risks in energy markets, vulnerabilities from electrification, and the need for countries to adapt. Practical strategies for resilience and diversification emerge as key themes, bridging national security and environmental goals.

Dan Wang, a research fellow at Stanford’s Hoover History Lab and author of "Breakneck: China’s Quest to Engineer the Future," delves into China's rise as an engineering powerhouse contrasting against the U.S. 's lawyerly approach. He highlights China's rapid infrastructure expansion and compares it with American building failures. Wang suggests the U.S. can learn from China's efficiency without compromising democratic values. He also explores the implications of China's dominance in manufacturing and the potential risks in supply-chain dependence, emphasizing the ongoing competitive rivalry between the two nations.