Podcast Episodes
Back to SearchJavier 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 su…
12 hours ago
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 t…
1 week ago
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 …
2 weeks ago
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,…
3 weeks ago
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 intern…
3 weeks, 4 days ago
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 la…
4 weeks ago
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 cen…
1 month ago
Michael Cembalest Does the Math on the Energy Transition
The energy transition is in the midst of its own transition. Spiking electricity demand and geopolitical events are driving up energy prices, while d…
1 month, 1 week ago
Jake Sullivan and Jon Finer on the US-Iran Deal, Hormuz Realities, and Iran's Nuclear Future
Yesterday, the US and Iran signed a memorandum of understanding starting the clock on a 60-day truce. The agreement intends to halt attacks, begin li…
1 month, 2 weeks ago
Iran Conflict Brief: The US-Iran Deal and a New Phase of Accommodation
The 109-day-old Iran crisis is heading toward an off-ramp in the form of a not-yet-public Memorandum of Understanding to reopen the Strait of Hormuz.…
1 month, 2 weeks ago