Columbia Energy Exchange

Global Gas Markets on Edge as Europe Braces for Winter

Iran Conflict Brief: Jan Stuart on What a US Diesel Export Ban Would Mean

Erica Downs and Michal Meidan on China's Oil Shock That Wasn't

Six Months In: Iran War Widens as Energy Markets Feel the Shock

Luisa Palacios and Bob McNally on Why the US-Venezuela Oil Deal Matters

DOE's Audrey Robertson on Growing US Critical Mineral Supply

Securing America’s energy independence requires a strategic overhaul of critical mineral supply chains, transitioning from laboratory innovation to large-scale domestic processing. The Department of Energy’s Office of Critical Minerals and Energy Innovation, led by Assistant Secretary Audrey Robertson, prioritizes rein...

Editor's Pick: Rajiv Shah on Delivering Universal Abundant Energy Access

Matthew Yglesias on Abundance and the Politics of Energy

Energy policy requires integration with economic development, industrial capacity, and national security to remain politically durable, rather than being siloed as a purely climate-focused issue. The Inflation Reduction Act succeeded by avoiding narratives of consumer sacrifice, yet future progress hinges on overcoming...

Luisa Palacios on Rebuilding Venezuela's Oil Industry After the Quakes

Venezuela’s energy sector faces a complex recovery process defined by political instability, humanitarian crises, and shifting U.S. sanctions. While oil production has stabilized and partially recovered to 1.2 million barrels per day, long-term growth remains constrained by institutional decay and the impact of recent,...

Javier Blas on Lessons from Closing Hormuz (So Far)

The current Middle East energy crisis, characterized by the closure of the Strait of Hormuz and significant supply disruptions, has defied historical expectations by failing to trigger a catastrophic global economic collapse. Crude oil prices have remained in the mid-80s, buffered by China’s opaque but massive strategi...

Senator Alan Armstrong on Building American Energy Infrastructure

Permitting reform is critical to meeting surging U.S. power demand and maintaining economic competitiveness in the face of rapid AI and data center growth. The current infrastructure development process suffers from excessive litigation, fragmented state-level vetoes under the Clean Water Act, and a lack of coordinatio...

Tom Moerenhout and Tomasz Nadrowski on Fixing the Mineral Supply Chain

Critical mineral supply chains face systemic underinvestment because private capital struggles with the long timelines and high capital requirements inherent in mining. China’s dominance, built through decades of vertically integrated industrial strategy, now functions as a geopolitical weapon, necessitating a fundamen...

Suzanne Maloney on Whether Perpetual Conflict is New Normal for the Gulf

Iran Conflict Brief: How Renewed Strikes Impact Global Energy

Alice Yake on Planning for a Reliable, Cleaner Grid

Doug Arent and Robin Millican on What's Really Driving Electricity Prices

Rising electricity prices across the United States stem from a complex convergence of aging infrastructure, fuel price volatility, and extreme weather costs rather than solely from the energy demands of AI and data centers. While data centers represent significant new load, current planning processes often struggle to ...

Michael Cembalest Does the Math on the Energy Transition

The global energy transition is a linear, complex process rather than a geometric one, driven by a collision of climate ambition, industrial policy, and capital costs. Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset Management, emphasizes that data-driven forensic analysis is essenti...

Jake Sullivan and Jon Finer on the US-Iran Deal, Hormuz Realities, and Iran's Nuclear Future

Iran Conflict Brief: The US-Iran Deal and a New Phase of Accommodation

Jessica Uhl on the Fractured Energy Transition: Why Speed Matters Now