Energy Cargoes Flood Singapore Strait: Oil, Gas, Turbine Blades
Lots of oil, gas, and clean energy too (turbine blades), and much more, headed through Singapore Strait this morning. https://t.co/d2sSESk5Nf
Gas Tax Holiday Cuts Revenue, Harms Efficiency, Infrastructure
And drivers would only get ~60-80% of that if a gas tax holiday were passed. While boosting demand at a time of low supply, discouraging efficiency & slashing a key source of infrastructure funding. Seems like just yesterday GOP slammed...
UAE's OPEC Exit Increases Volatility, Needs US Action
In my latest @nytimes oped, I argue UAE exit from OPEC may not be the win Trump thinks it is. A weaker OPEC could mean more volatility, which is economically costly. The US should take steps to cushion shocks &...
Discussing Energy Crisis and Iran War on CNN
Thanks so much to @WalterIsaacson @biannagolodryga @CNN @NewsHour for having me on to talk about today’s energy crisis and Iran war.
Strait Closure Threatens Escalating Pain for EMDEs
I wrote about this here. https://t.co/6nvDEd9BSJ The pain is felt most acutely now in EMDEs. But make no mistake, much more pain is headed our way if strait remains closed.
Clarifying Conflicting Iran War Deal Reports with Hochstein
Today was a head-spinning day trying to understand conflicting reports about whether a deal had been struck to end the Iran war & reopen the Strait of Hormuz. I sat down this afternoon with @amoshochstein to talk through what we...
Long‑term Grid Needs Highlighted; Robin Millican Shines
What @JaneAFlegal said. 💯👇. (Both the part about longer-term needs of the grid—and the brilliance of @RobinMillican.)
Shale Boom Empowers US, Reduces Foreign Policy Restraints
In today’s @FT, I argue the Iran war shows how profoundly shale has affected US foreign policy. With the US far more insulated from global shocks, there are fewer restraints to using US economic and military power abroad — with...
Iran Conflict Brief Offers Ongoing Insight Beyond Crisis
This new special podcast, Iran Conflict Brief, that Daniel Sternoff created with our team to shed light on the Iran war is so good. Makes me think of how Nightline started. This will need to keep going beyond current...
Bipartisan Consensus Emerges on Key Energy Policy
Seems there’s at least one energy policy both sides of the aisle can agree on. https://t.co/TpgcWhyvrK
New Global Panel on Universal Energy Abundance Launched
Excited to launch a new partnership betw @ColumbiaUEnergy & @RockefellerFdn to create the High-Level Panel on Universal Energy Abundance, chaired by fmr Chile Pres Michelle Bachelet, w 17 senior leaders. For more check out convo w @rajshah👇 More details: https://t.co/57Msgn6wP9
Iran War's Energy Fallout Explained in Six Minutes
Fantastic insights into the energy impacts of the Iran war from @ColumbiaUEnergy’s @ProfessorKaren on @FareedZakaria this morning. Well worth 6 mins of your time to watch her. I’m very lucky to call her a colleague. She is the best. 👇👏
Two‑Day Talks Fail After Years of Negotiations
After more than two years of public and secret negotiations to reach the original Iran nuclear deal (JCPOA), it’s surprising the US and Iran can’t work out a deal on the nuclear program, missiles, proxies and more in 2 days....
US Resilience Boosted by Production Growth Under Democrats
Although the US is more resilient to that wreckage thanks to all the production growth under Dems 😉. https://t.co/mUHIZNuu7k Cc @ArjunNMurti https://t.co/7no2J0yhvx
Rising US Gas Prices May Curb Mexico Pipeline Exports
As @OSullivanMeghan and I wrote @ForeignAffairs, with energy being weaponized, countries will seek to curb imports & boost domestic supply. If US gas prices soar, there's a risk pipeline gas to Mexico would be a prime target to restrict exports...