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This Energy Explained post represents the research and views of the author. It does not necessarily represent the views of the Center on Global Energy Policy. The piece...
Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.
It’s hard to overstate how consequential President Trump’s “Liberation Day” tariffs have been for American economic policy. While the administration has paused the steep reciprocal tariffs it announced...
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Energy finance is transforming rapidly amid shifting political and economic dynamics in the U.S. and globally. As the landscape becomes increasingly complex, we will explore key legal insights,...
One of the consequences of the COVID-19 pandemic has been an intentional effort to bring much of the economy to a standstill to slow the spread of the virus. A consequence of that has been an unprecedented drop in global oil demand. Oil prices have fallen about two thirds since the beginning of the year, before rebounding and then falling again on speculation that OPEC and some non OPEC nations might cut production when they meet later this week.
This drop in demand and price impacts the United States, the largest oil producer in the world now, in ways that weren’t true a decade ago – leading President Trump to call on Russia and Saudi Arabia to raise oil prices.
In this edition of the Columbia Energy Exchange, host Jason Bordoff is joined by Arjun Murti, Bobby Tudor, and Marianne Kah to discuss the impact of the oil price collapse on the U.S. energy sector, shale oil production in the long run, and what this might mean for the clean energy transition.
Arjun Murti is Senior Advisor at Warburg Pincus and serves on the board of ConocoPhillips. He previously served as Co-Director of Equity Research for the Americas at Goldman Sachs, and he is a member of the Center on Global Energy Policy’s Advisory Board. Bobby Tudor serves as Co-Head of the advisory business of Perella Weinberg Partners and is Chairman and founder of Tudor, Pickering, Holt & Co. Prior to founding Tudor Capital, he was a partner with Goldman Sachs. Marianne Kah is an Adjunct Senior Research Scholar and Advisory Board member at the Center on Global Energy Policy. She was the Chief Economist of ConocoPhillips for 25 years.
It’s hard to overstate how consequential President Trump’s “Liberation Day” tariffs have been for American economic policy. While the administration has paused the steep reciprocal tariffs it announced...
In energy policy circles, the word “resilience” often refers to future-proof systems or infrastructure designed for the transition away from fossil fuels. But resilience means something different to...
The European Union’s energy landscape is transforming rapidly, as the bloc works to reduce emissions, lower energy prices, and decrease dependence on Russian fuel—three goals proving to be...
Across America, energy policy is often driven by short-term politics over long-term planning. Despite record-breaking U.S. oil production in recent years, partisan battles continue over fossil fuels and...
This Energy Explained post represents the research and views of the author. It does not necessarily represent the views of the Center on Global Energy Policy. The piece...
Pitting Western Canada against Eastern Canada is a terrible strategy for winning Trump’s trade war
This Energy Explained post represents the research and views of the author. It does not necessarily represent the views of the Center on Global Energy Policy. The piece...
