Javier Blas on CERAWeek and the Energy Market's Reckoning

Today marks the last day of CERAWeek, the annual energy industry conference sometimes described as the Davos of energy. As oil and gas CEOs and government officials gathered in Houston, efforts to broker a ceasefire in Iran failed, and US oil and gasoline prices whipsawed.

Speaking at the conference, Energy Secretary Chris Wright said that the current supply disruptions would be short term, framing rising energy costs as a trade-off for the administration's goal of regime change in Iran. Meanwhile, some oil and gas CEOs warned of coming shortages and said the supply shock is not yet reflected in energy prices.

So, aside from a prevailing sense of instability, what are the takeaways from this year's CERAWeek? Where is the energy crisis headed from here? What have the supply shocks changed about how the industry thinks about risk and resource planning? How are events in the Gulf affecting the renewable, coal, and nuclear energy markets? And what does it all mean for global energy security?

Today, in a special edition of Columbia Energy Exchange, Jason Bordoff talks to Bloomberg opinion columnist Javier Blas to recap the events of the past week and to discuss how oil and gas supply disruptions are reverberating across the industry.

Prior to joining Bloomberg in 2015, Javier held a number of roles at the Financial Times, including Africa editor and the commodities editor. He is also the co-author of The World for Sale: Money, Power and the Traders Who Barter the Earth's Resources.

Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, Alice Manos, and Kyu Lee. Engineering by Gregory Vilfranc.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(100)

Luisa Palacios on Rebuilding Venezuela's Oil Industry After the Quakes

It started last year as a pressure campaign at sea, with the United States seizing tankers as part of what President Trump called a "total and complete blockade" of vessels carrying Venezuelan crude ...

11 Elo 53min

Javier Blas on Lessons from Closing Hormuz (So Far)

Over the past five months, the Strait of Hormuz has been closed for extended stretches of time, disrupting roughly 10 to 15 million barrels of oil supply each day. It is the biggest energy supply shoc...

4 Elo 59min

Senator Alan Armstrong on Building American Energy Infrastructure

As the demand for power surges across the US, the debate over how to build energy infrastructure has reached a fever pitch. And while both sides of the aisle broadly agree that the current permitting ...

28 Heinä 1h 8min

Tom Moerenhout and Tomasz Nadrowski on Fixing the Mineral Supply Chain

Critical minerals sit at the intersection of energy technology, industrial competitiveness, and economic resilience. The issue has hit a fever pitch in the United States, driving the Trump administrat...

21 Heinä 53min

Suzanne Maloney on Whether Perpetual Conflict is New Normal for the Gulf

Nearly a month after a ceasefire, the US-Iran deal seems to have all but collapsed as both nations have slipped back into active conflict. On Sunday, Tehran announced that the Strait of Hormuz is once...

14 Heinä 57min

Iran Conflict Brief: How Renewed Strikes Impact Global Energy

In the 23 days since the US and Iran agreed to a ceasefire, strikes have returned, following a familiar pattern: Iran attacks vessels using an internationally backed sea lane in Omani territorial wate...

10 Heinä 43min

Alice Yake on Planning for a Reliable, Cleaner Grid

Grid operators sit at the center of many of the biggest forces reshaping the global energy system. They're navigating rising electricity demand, a lack of transmission infrastructure, shifting regulat...

7 Heinä 1h

Doug Arent and Robin Millican on What's Really Driving Electricity Prices

Concerns about the affordability of electricity in the US have been rising along with prices. And while the headlines have pointed to AI and data centers as the underlying factors, the exact causes ar...

30 Kesä 56min