Ceasefire Fragility in Gulf Threatens Rising Energy Prices
Great to join @WmBrangham and @NewsHour to talk about the tenuous ceasefire in the Gulf and what it may mean for high energy prices.
Energy Autarky Is a Flawed Response to Security Crisis
In the new issue of @ForeignAffairs, @OSullivanMeghan & I argue that while this crisis will deepen energy security fears & spur govts to try to insulate from global mkts, the pursuit of energy autarky is misguided. 🧵 1/5 https://t.co/88QXqxds1x
Transition Ahead Will Be Messy, Predicts Decade‑Old Essay
Indeed. A very good piece by @dwallacewells, and appreciated the shout out for my essay with @OSullivanMeghan in December in @ForeignAffairs. As we wrote in those pages 5 yrs ago, the transition “will be messy at best.” 👇 https://t.co/SX87fTHXUS https://t.co/Us7OOwb9Z0
China Poised to Benefit From Iran War Dynamics
In the days after the Iran war started, Erica Downs and I wrote @ForeignPolicy about why despite large oil and imports through the strait, China could be a counterintuitive winner. This week’s @TheEconomist captures the dynamic well, far beyond...
U.S. Must Rethink Oil‑Security Ties with Diversifying Gulf States
Great new @ForeignAffairs essay by @ColumbiaUEnergy’s @ProfessorKaren about how post-war, the historic “oil for security” relationship is no longer tenable, & US needs to update its approach to Gulf states that are rapidly diversifying their economies https://t.co/Nmszm8a5bu
US Insulated From Global Gas Shocks After LNG Imports Surge
Correct. In the mid-2000s, FERC was full of applications to build LNG import terminals. In that world, global gas shocks like 2022 and today would cause US prices to spike, but today the U.S. is largely insulated.
Energy Crisis Deepens Strain on Emerging Economies
Wonderful to catch up with @RaniaAlMashat in NYC to talk about the latest in today’s energy crisis, and particularly the painful ripple effects for emerging and developing economies. https://t.co/2BIKAy4nXD
CERAWeek Recap: Iran Conflict Fuels Energy Crisis
Quite a week to be @CERAWeek with Iran war and escalating energy crisis. And no one better to debrief with than the incomparable @JavierBlas. Check out my podcast with him recapping #CERAWeek and latest on Iran. https://t.co/OsJts3VLUQ
Energy Security, Geopolitics, and Critical Minerals Spotlighted
Thanks to @CarlosEPascual and @CERAWeek for a great event to discuss today's energy security, geopolitical, and critical mineral challenges. #ceraweek https://t.co/fu565AXjTT
Zeldin & Yergin Explain Reversal of Endangerment Finding
Lee Zeldin talking on stage now w Dan Yergin about why admin reversed endangerment finding. #ceraweek. For any who want a deeper & more nuanced take on the many complexities around this issue, check out this recent episode of @ColumbiaUEnergy...
Analyzing Gulf Crisis Energy Impacts on FP Live
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
Discussing Today’s Energy Crisis and Future Solutions
Thanks to @andrewrsorkin @JoeSquawk for having me on @SquawkCNBC this morning to talk about today’s energy crisis and where we go from here.
Oil Prices Soar Despite Limited Infrastructure Damage, Demand at Risk
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...
Qatar's LNG Largely Intact; Focus on Facility Attacks
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...
Why Qatari Energy Attacks Signal Bigger Regional Risks
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
Net Export Status Doesn’t Ensure Energy
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
Admin's Export Restrictions Threaten U.S. Energy Credibility
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?
Export Limits Would Backfire, Raising U.S. Gas Prices
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
Shale Boom Turns US Oil Vulnerability Into Strength
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...
China’s Energy Strategy Redefines Global Power Dynamics
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
Oil Prices Held Below $100 by Trump Victory Bet
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.
Energy Crisis From Iran War Discussed Tomorrow on CNN
Tune in tomorrow when I’ll be discussing today’s energy crisis created by the Iran war with @FareedZakaria on GPS @CNN.
World Enters New Era of Energy Insecurity
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)
Rapid Deep Dive: Reopening Hormuz Strait Energy Implications
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...
Murkowski Warns Against Treating SPR as a Piggy Bank
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...
SPR Capacity Crippled by Decade‑old Modernization Neglect
Sure. But the technical release capacity of SPR is supposed to be 4.4mbd. https://t.co/TMmRyYNOeL It’s a fraction of that because we failed to modernize the SPR, as I recommended to Senate (3rd bullet) in testimony a decade ago. https://t.co/wGjrmZHFpr https://t.co/yFTv4lJfSw
Closing a Route Moving 20% of Global Supply Triggers Chaos
Shutting the transit route that carries one-fifth of world supply has a way of doing that.
Energy Math, Security, and Geopolitics Drive Transition Solutions
Thanks to Vijay and the whole team @TheEconomist for the invitation to deliver a keynote this morning about challenges—and solutions—facing the energy transition. I focused on energy math, energy security, and energy geopolitics—with today’s oil & gas price spikes top...
SCOTUS Decision Redefines Future of Energy
I learned a lot in this timely deep dive about what the new SCOTUS decision means for energy. Check it out
Europe Doubts US LNG Reliability Despite Past Optimism
A decade ago, I wrote an essay @ForeignAffairs about rise of US LNG w subhead "The benign energy superpower." https://t.co/P9r14hfb11 This week @MunSecConf, the Q I got most was whether Europe can trust US LNG to be reliable. And privately, senior...
Energy Powers AI Leadership and Secure Future
Energy is key to success in AI leadership. Thanks to @MunSecConf for partnering w @ColumbiaUEnergy to host such a diverse set of energy, political, nat’l security & tech leaders to discuss how to meet rising power needs, secure supply chains,...
Energy Now Core to Geopolitical Competition
Wrapping up a packed day @MunSecConf discussing how central energy now is to geopolitical competition—from AI & critical minerals to supply chain & infrastructure security, gas geopolitics, European competitiveness, and climate risk. Energy wasn’t peripheral this year—it was core https://t.co/IccslVsucN
Strengthening Critical Mineral Supply Chains Amid Geopolitical Fragmentation
Thanks @bmwfoundation for partnering w @ColumbiaUEnergy on such a substantive & productive session @MunSecConf on how to enhance critical mineral & energy supply chain security amid fragmenting geopolitics. Great insights from DOE’s @AlexFitzDC, @dan_brouillette & so many others. https://t.co/D1xRKHu7gO
Evolving Energy Security Toolkit Amid Fragmented Order, EU‑US Distrust
Energy security is high on the @MunSecConf agenda. I’ve been discussing how the toolkit to deliver it must evolve—amid a fragmenting global order, the need to accelerate the clean transition, and a far deeper level of European distrust toward the...
Keynote at Oslo Energy Forum Reunites Leaders
A great pleasure to return to gorgeous Holmenkollen to keynote the Oslo Energy Forum and see so many old friends. And wonderful to reconnect with Prime Minister @jonasgahrstore and EC Energy Director-General @JorgensenJuul https://t.co/OJOwKzWucr