Columbia Energy Exchange

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

It's been a tumultuous year for Venezuela, marked by political upheaval and deadly earthquakes. Then, in late August, the Trump administration announced a deal for over 6

DOE's Audrey Robertson on Growing US Critical Mineral Supply

Advanced technologies, a return to domestic manufacturing, and the race to control energy production while also confronting surging demand for electricity. All of these f

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

Energy abundance means different things in today's global context than it did even a decade ago. It is about expanding electricity access while meeting rising energy dema

Matthew Yglesias on Abundance and the Politics of Energy

Abundance and affordability have become buzzwords among policymakers, who often have sharply different interpretations of how to attain them. To some, an energy abundance

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

It started last year as a pressure campaign at sea, with the United States seizing  tankers as part of what President Trump called a "total and complete blockade" of vess

Javier Blas on Lessons from Closing Hormuz (So Far)

Over the past five months, the Strait of Hormuz has been closed for extended stretches of time, disrupting roughly 10 to 15 million barrels of oil supply each day. It is

Senator Alan Armstrong on Building American Energy Infrastructure

As the demand for power surges across the US, the debate over how to build energy infrastructure has reached a fever pitch. And while both sides of the aisle broadly agre

Tom Moerenhout and Tomasz Nadrowski on Fixing the Mineral Supply Chain

Critical minerals sit at the intersection of energy technology, industrial competitiveness, and economic resilience. The issue has hit a fever pitch in the United States,

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

Nearly a month after a ceasefire, the US-Iran deal seems to have all but collapsed as both nations have slipped back into active conflict. On Sunday, Tehran announced tha

Iran Conflict Brief: How Renewed Strikes Impact Global Energy

In the 23 days since the US and Iran agreed to a ceasefire, strikes have returned, following a familiar pattern: Iran attacks vessels using an internationally backed sea

Alice Yake on Planning for a Reliable, Cleaner Grid

Grid operators sit at the center of many of the biggest forces reshaping the global energy system. They're navigating rising electricity demand, a lack of transmission in

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

Concerns about the affordability of electricity in the US have been rising along with prices. And while the headlines have pointed to AI and data centers as the underlyin

Michael Cembalest Does the Math on the Energy Transition

The energy transition is in the midst of its own transition. Spiking electricity demand and geopolitical events are driving up energy prices, while debates over the best

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

Yesterday, the US and Iran signed a memorandum of understanding starting the clock on a 60-day truce. The agreement intends to halt attacks, begin lifting the US naval bl

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

The 109-day-old Iran crisis is heading toward an off-ramp in the form of a not-yet-public Memorandum of Understanding to reopen the Strait of Hormuz. While energy markets

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

The clean energy transition had real momentum at the end of 2024. It was buoyed by federal support, billions of dollars of investment in new technologies, and broad ackno

Ashley Finan and Amy Roma on Speed, Safety, and Reforming Nuclear Energy

For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But a massive surge in electricity demand in recent years—n

Katie Auth on How the 'Modern Energy Minimum' Can Drive Economic Growth

Despite all the advancements we have achieved globally in recent decades, as many as 750 million people still lack access to electricity. Tackling energy poverty requires

Speed to Power: Christian Bruch on Siemens Energy's Turnaround

For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But the last 24 months have shattered that illusion. Energy

Iran Conflict Brief: How the Iran Standoff is Rewriting US-China Relations

The Iran crisis is in its 80th day. Right now, roughly 1,500 vessels laden with oil, natural gas, fertilizers, and oil products sit trapped in the Persian Gulf by a dual