Jason Bordoff - Latest News and Information
Excited to join @RaviReports on @ForeignPolicy FP Live next week to talk about the energy implications of the crisis in the Gulf. Tune in--Live On March 26, 2026 | 11:00am ET https://t.co/GLSeORmDP9
Thanks to @andrewrsorkin @JoeSquawk for having me on @SquawkCNBC this morning to talk about today’s energy crisis and where we go from here.
Prices have surged but physical oil infrastructure damage remains limited & still some slack in system. For a disruption this large, prices eventually need to rise high enough to actually destroy demand—as parts of crude & product mkts are starting...
And this is just 17% of Qatari LNG. We have not yet seen significant physical damage to the oil infrastructure in the region. There’s a lot of talk about when the strait reopens but what matters for the tail...
Want to understand why the attacks on Qatari energy infrastructure matter so much and what the long-term implications are? @ColumbiaUEnergy has you covered with the newest episode of our Iran Conflict Brief special podcast series. https://t.co/bsOnixk4hj
Turns out becoming a net exporter didn’t make us independent after all. The latest National Security Strategy may have jumped the gun on that. https://t.co/IvtXDoniM2
There's no way that shortly after tweeting this, the admin would destroy international confidence in the reliability of the U.S. as an energy exporter by restricting oil exports? Right?
In my latest @ColumbiaUEnergy Energy Explained blog post, Neelesh Nerurkar & I argue that restricting US oil exports, once again reportedly being discussed in DC, would backfire—offering little relief to US consumers while imposing more significant economic and geopolitical costs
As in decades past, high oil prices are causing fears of recession & pain at the pump. But the shale boom means the US now has the potential to turn a previous vulnerability to a source of strength. My latest with...
Thanks @politico for the chance to do a deep dive on my most recent @ForeignPolicy column, written in collaboration with my @ColumbiaUEnergy colleague Erica Downs, one of the best thinkers out there on all things China and energy. https://t.co/K1X8ufGozt
Correct. I’ve said since day one that with a disruption of this magnitude, the only thing preventing oil prices from soaring much higher than $100 is a market bet that Trump finds a way to declare mission accomplished very soon.
Tune in tomorrow when I’ll be discussing today’s energy crisis created by the Iran war with @FareedZakaria on GPS @CNN.
From this week's @TheEconomist: "Whatever happens, the world is entering a new era of energy insecurity" For more see me & Meghan @ForeignAffairs: "Green Upheaval" (2021) "The New Energy Order" (2022) "The Age of Energy Insecurity" (2023) "The Return of the Energy Weapon" (2025)
So much energy geopolitics, a weekly show is not enough. Check out our new rapid response deep dive on key Iran-related energy questions like this episode’s look at what it would take to reopen the strait of Hormuz. Great...
And shout out to @lisamurkowski, who has been on top of this issue for years and warning about using the SPR like a piggy bank for other things. And to current @EIAgov administrator Tristan Abbey @EIA_One who did such good...
