The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff

The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff

Is 2026 the year it all changed for energy?

The Strait of Hormuz closure was "the largest oil supply disruption in history" but has not (yet) brought the global economy to its knees. But are we now living in a post-Hormuz world where countries and companies are seeking to diversify energy supply and ramp up renewables?

Jason Bordoff of the Center on Global Energy Policy and the Columbia Energy Exchange podcast returns to Radio Davos, at the Forum's 'Summer Davos' in China, for an update on the global energy situation.

Co-hosted by Roberto Booca, head of the Forum's Centre for Energy and Materials.

Links:

Energy Transition Index 2026: https://www.weforum.org/publications/energy-transition-index-2026/

World Economic Forum Centre for Energy and Materials: https://centres.weforum.org/centre-for-energy-and-materials/home

Center on Global Energy Policy at Columbia University: https://www.energypolicy.columbia.edu/

Columbia Energy Exchange podcast: https://www.energypolicy.columbia.edu/series/columbia-energy-exchange/

Catch up on all the action from World Economic Forum's Annual Meeting of the New Champions 2026 at wef.ch/amnc26 and across social media using the hashtag #AMNC26.

Related podcasts:

AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-just-happened-summer-davos/

A "fundamental shift" in energy thinking: the Energy Transition Index 2026: https://www.weforum.org/podcasts/radio-davos/episodes/energy-transition-index-2026/

The Iran oil shock: will it force the world to re-think the future of energy?: https://www.weforum.org/podcasts/radio-davos/episodes/oil-shocks-hormuz-iran-columbia-energy-exchange-jason-bordoff/

Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/

Check out all our podcasts on wef.ch/podcasts:

YouTube: - https://www.youtube.com/@wef/podcasts
Radio Davos - subscribe: https://pod.link/1504682164
Meet the Leader - subscribe: https://pod.link/1534915560
Agenda Dialogues - subscribe: https://pod.link/1574956552

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Episoder(321)

AMNC26: What just happened at the Summer Davos?

AMNC26: What just happened at the Summer Davos?

The Chinese port city of Dalian just hosted the 14th Annual Meeting of the New Champions - AMNC26 - often known as the Summer Davos. Innovating at scale was the official theme, and we heard lots on th...

2 Jul 46min

AMNC26 Day 3 - The final day at the Summer Davos

AMNC26 Day 3 - The final day at the Summer Davos

Stacey Vanek Smith, co-host of Bloomberg Business Week's Everybody's Business podcast joins us to look ahead to the final day at the Summer Davos, AMNC26. Links: AMNC26: https://www.weforumasia.cn/mee...

24 Jun 9min

AMNC26 Day 2 - Adam Tooze on Premier Li, and other upcoming highlights

AMNC26 Day 2 - Adam Tooze on Premier Li, and other upcoming highlights

Professor Adam Tooze, Director of the European Institute at Columbia University, joins us to look ahead to the action at AMC26 on Day 2 where Premier Li Qiang is due to speak. Catch up on all the acti...

23 Jun 13min

The scientific advances ready to change the world: the Top 10 Emerging Technologies 2026

The scientific advances ready to change the world: the Top 10 Emerging Technologies 2026

Revolutionary healthcare treatments, a rethink of energy systems, and advances in AI, quantum and biotechnology: these are all among the breakthroughs contained in the latest Top 10 Emerging Technolog...

23 Jun 56min

AMNC26 Day 1 - Taking the pulse of Asia's largest economy, and of the world

AMNC26 Day 1 - Taking the pulse of Asia's largest economy, and of the world

It's Day 1 of the Annual Meeting of the New Champions, AMNC26, in Dalian China. Olivia Siong, Senior Correspondent at Channel News Asia, joins us to look ahead at the action at the Summer Davos where ...

22 Jun 18min

AMNC26 - What to expect from "Summer Davos"

AMNC26 - What to expect from "Summer Davos"

The World Economic Forum's 17th Annual Meeting of the New Champions 2026 will be held in Dalian, People's Republic of China, on 23-25 June. The meeting will bring together more than 1,700 leaders from...

21 Jun 16min

A "fundamental shift" in energy thinking: the Energy Transition Index 2026

A "fundamental shift" in energy thinking: the Energy Transition Index 2026

The World Economic Forum's Energy Transition Index has been charting the progress of global energy systems for the last 16 years. The latest edition is published as the world has experience...

15 Jun 42min

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