At CERAWeek, Mixed Responses to Trump 2.0

At CERAWeek, Mixed Responses to Trump 2.0

Last week, energy industry leaders gathered in Houston for CERAWeek by S&P Global, one of the most important annual industry events focusing on the current state of energy markets, policy, and technology.

This year's conference took place against a backdrop of shifting global energy dynamics — declining oil prices, the Trump administration's "drill baby drill" agenda, growing concerns about energy security, geopolitical tensions, and ongoing debates about the pace and direction of the energy transition.

So what were the week's key takeaways? How are energy leaders reacting to a second Trump administration? And what does the future of global energy markets look like?

This week host Jason Bordoff talks with two energy reporters — Bloomberg's Javier Blas and Axios's Ben Geman — about their takeaways from CERAWeek and what they heard on and off stage.

Javier is an opinion columnist for Bloomberg, covering energy and commodities. He was previously at the Financial Times where he held various positions including roles as the Africa editor and the commodities editor.

Ben is an energy and climate reporter at Axios. He is the co-author of the daily Axios Generate newsletter and covers the world of energy business and policy. He previously covered these topics for National Journal, The Hill, and E&E News.

Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.

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Episoder(100)

Matthew Yglesias on Abundance and the Politics of Energy

Matthew Yglesias on Abundance and the Politics of Energy

Abundance and affordability have become buzzwords among policymakers, who often have sharply different interpretations of how to attain them. To some, an energy abundance agenda means fewer regulatory...

18 Aug 1h 6min

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

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 Aug 53min

Javier Blas on Lessons from Closing Hormuz (So Far)

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 Aug 59min

Senator Alan Armstrong on Building American Energy Infrastructure

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 Jul 1h 8min

Tom Moerenhout and Tomasz Nadrowski on Fixing the Mineral Supply Chain

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 Jul 53min

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

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 Jul 57min

Iran Conflict Brief: How Renewed Strikes Impact Global Energy

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 Jul 43min

Alice Yake on Planning for a Reliable, Cleaner Grid

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 Jul 1h

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