Javier Blas on CERAWeek and the Energy Market's Reckoning

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.

Avsnitt(100)

The Widening Middle East Conflict and Its Impact on Energy

The Widening Middle East Conflict and Its Impact on Energy

On February 28, the United States and Israel launched a campaign against Iran targeting military infrastructure and the regime's core leadership. Supreme Leader Ayatollah Ali Khamenei and several seni...

3 Mars 55min

Supreme Court's Tariff Ruling: What It Means for Energy

Supreme Court's Tariff Ruling: What It Means for Energy

President Trump has aggressively used tariffs as an economic tool, but a US Supreme Court decision on Friday struck down his sweeping tariffs, bringing new uncertainty. The court, in a 6-to-3 decision...

24 Feb 50min

Alex Fitzsimmons on the DOE's 'Energy Dominance' Agenda

Alex Fitzsimmons on the DOE's 'Energy Dominance' Agenda

Under the second Trump administration, the US Department of Energy significantly shifted its priorities to align with its "energy dominance" agenda. But one significant point of continuity with the Bi...

17 Feb 54min

Laura Holgate on the Promise and Perils of Nuclear Innovation

Laura Holgate on the Promise and Perils of Nuclear Innovation

The Trump administration has prioritized nuclear energy expansion, aiming to increase US nuclear capacity fourfold by 2050. This nuclear energy resurgence in the US is a rare issue with bipartisan sup...

10 Feb 51min

Jigar Shah Wants to Depoliticize Energy

Jigar Shah Wants to Depoliticize Energy

As political support for clean energy has waxed and waned over the past twenty years, so has the government's financial backing. In the 2010s, critics pointed to the failed solar startup Solyndra, whi...

3 Feb 1h 2min

Michael Webber on What's Behind Rising Energy Costs

Michael Webber on What's Behind Rising Energy Costs

With electricity prices on the rise, the future of our power grid is attracting a lot more attention. Surging demand is at the center of the story, but the power sector is also grappling with supply c...

27 Jan 1h

Reporters' Roundtable: What's Driving US Energy Policy News in 2026?

Reporters' Roundtable: What's Driving US Energy Policy News in 2026?

From the affordability crisis and the data center boom, to the US government's campaign to reinvigorate the Venezuelan oil market, energy is dominating headlines in unusual ways.  And that's all happe...

20 Jan 49min

Anja Manuel on the Next Era of Great Power Competition

Anja Manuel on the Next Era of Great Power Competition

Great power competition—particularly between the United States and China—is intensifying. This rivalry is reshaping everything from technology supply chains and energy security to the future of artifi...

13 Jan 50min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
badfluence
varvet
svd-tech-brief
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
avanzapodden
bathina-en-podcast
fill-or-kill
lastbilspodden
rss-inga-dumma-fragor-om-pengar
rss-dagen-med-di
tabberaset
borsmorgon
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
24fragor
montrosepodden