This interview podcast features Jason Bordoff interviewing Frank Fannon, former Assistant Secretary of State for Energy Resources, about the potential impact of a second Trump presidency on US energy policy and global geopolitics. The discussion covers anticipated changes to the Inflation Reduction Act (IRA), focusing on constraints on Chinese investment and potential expansions of hydrogen and gas initiatives. Fannon highlights the shift in US energy diplomacy due to increased domestic production, emphasizing the importance of reciprocity in dealing with China's dominance in critical mineral supply chains. He also stresses the need for permitting reform and increased US investment in international energy projects to counter China's influence and address energy poverty. A key takeaway is Fannon's assertion that a focus on national security, rather than solely climate change, will likely guide energy policy under a second Trump administration.
