The Power of a Russia-China Energy Deal

The Columbia Energy Exchange podcast features Jason Bordoff, Anne-Sophie Corbeau, Tatiana Mitrova, and Erica Downs discussing the geopolitical and energy market implications of the Power of Siberia 2 pipeline deal between Russia and China. They analyze Russia's motivations, including signaling its independence from the West and potentially using the deal as a bargaining chip with the U.S. The discussion covers China's energy security concerns, its negotiating leverage, and the potential reshaping of global gas markets. The panelists also address the impact on LNG supply, pricing, and the roles of major players like Qatar and the U.S., highlighting the uncertainty surrounding the project's realization and its broader effects on the global energy landscape.