Uploaded March 2026 | Updated September 2026, 5 hours ago
In this dialogue on the state of US and global energy policies and sector dynamics, we are joined by three leading experts on domestic and global energy geopolitics and policy.
Robin Millican, a recognized leader in US and International energy policy and the Director of Research Programs and Strategic Partnerships at Columbia University’s Center on Global Energy Policy, and Dr. Jason Bordoff, the founding director for the Center for Global Energy Policy at Columbia University, will be joined by Dr. Douglas Arent, Executive Director of the NREL Foundation, Global Fellow at the Center for Global Energy Policy at Columbia University and Distinguished Fellow of the World Economic Forum.
From the Venezuelan oil reserves to the global automobile market and from AI energy consumption to the market mix of fossil and renewable fuels, this program ties together a disparate and dynamic topic.
America’s energy future is changing fast. In this wide-ranging conversation, the panel breaks down how U.S. energy policy has shifted, why electricity prices are rising, and what the Trump administration’s “energy dominance” agenda could mean for oil, gas, coal, renewables, and nuclear.
The discussion goes beyond headlines to explain what is actually happening in energy markets. They unpack the shale revolution, LNG exports, critical minerals, power grid reliability, load growth from AI and data centers, and why market forces often matter more than political messaging. They also explore whether America can stay competitive while China races ahead on manufacturing, transmission, and energy supply chains.
You’ll also hear a sharp geopolitical look at Europe’s trust in U.S. energy, Venezuela’s oil future, critical mineral strategy, domestic affordability, and the bigger question hanging over everything: how the world secures enough reliable energy without losing sight of climate, innovation, and long-term resilience.
Speakers
Jason Bordoff is the founding director of the Center on Global Energy Policy at Columbia University, a Professor of Professional Practice, and former energy advisor on the White House National Security Council under President Obama. In this conversation, he brings deep expertise in energy security, geopolitics, LNG, oil markets, and global energy policy.
Robin Millican is an energy strategy leader who previously spent nearly a decade at Breakthrough Energy, founded by Bill Gates, where she served in senior strategic and innovation roles. Her perspective in this panel centers on U.S. policy shifts, affordability, critical minerals, grid stress, and the practical realities of energy transition strategy.
Dr. Douglas Arent, the moderator, is a Columbia-affiliated energy expert and longtime practitioner in energy systems and policy. He guides the discussion across domestic power markets, electricity affordability, innovation, and the geopolitical forces reshaping energy decision-making.
This conversation is a must-watch for anyone trying to understand where energy policy is heading next. It connects oil, gas, electricity, climate, AI, geopolitics, and supply chains in one clear discussion. Comment below with the trend you think will shape the next decade most: AI load growth, LNG, critical minerals, nuclear, or grid reliability.
Chapters
0:00 Introduction
1:42 Meet the speakers
4:18 The shale revolution and U.S. energy growth
8:12 Why energy policy is now front-page news
13:05 Trump’s energy dominance agenda explained
21:10 Congress, agencies, and who really makes energy policy
28:34 Bitcoin, AI, and rising power demand
34:20 Why electricity prices are going up
45:18 Europe, LNG, and shifting global alliances
54:36 Venezuela, oil markets, and climate impact
1:03:12 Coal, nuclear, and grid reliability
1:12:08 Critical minerals and China’s advantage
1:19:35 The biggest risks in global energy
1:25:02 Closing thoughts and reasons for optimism
#EnergyPolicy #AI #ElectricityPrices #CriticalMinerals #Geopolitics
In this dialogue on the state of US and global energy policies and sector dynamics, we are joined by three leading experts on domestic and global energy geopolitics and policy.
Robin Millican, a recognized leader in US and International energy policy and the Director of Research Programs and Strategic Partnerships at Columbia University’s Center on Global Energy Policy, and Dr. Jason Bordoff, the founding director for the Center for Global Energy Policy at Columbia University, will be joined by Dr. Douglas Arent, Executive Director of the NREL Foundation, Global Fellow at the Center for Global Energy Policy at Columbia University and Distinguished Fellow of the World Economic Forum.
From the Venezuelan oil reserves to the global automobile market and from AI energy consumption to the market mix of fossil and renewable fuels, this program ties together a disparate and dynamic topic.
America’s energy future is changing fast. In this wide-ranging conversation, the panel breaks down how U.S. energy policy has shifted, why electricity prices are rising, and what the Trump administration’s “energy dominance” agenda could mean for oil, gas, coal, renewables, and nuclear.
The discussion goes beyond headlines to explain what is actually happening in energy markets. They unpack the shale revolution, LNG exports, critical minerals, power grid reliability, load growth from AI and data centers, and why market forces often matter more than political messaging. They also explore whether America can stay competitive while China races ahead on manufacturing, transmission, and energy supply chains.
You’ll also hear a sharp geopolitical look at Europe’s trust in U.S. energy, Venezuela’s oil future, critical mineral strategy, domestic affordability, and the bigger question hanging over everything: how the world secures enough reliable energy without losing sight of climate, innovation, and long-term resilience.
Speakers
Jason Bordoff is the founding director of the Center on Global Energy Policy at Columbia University, a Professor of Professional Practice, and former energy advisor on the White House National Security Council under President Obama. In this conversation, he brings deep expertise in energy security, geopolitics, LNG, oil markets, and global energy policy.
Robin Millican is an energy strategy leader who previously spent nearly a decade at Breakthrough Energy, founded by Bill Gates, where she served in senior strategic and innovation roles. Her perspective in this panel centers on U.S. policy shifts, affordability, critical minerals, grid stress, and the practical realities of energy transition strategy.
Dr. Douglas Arent, the moderator, is a Columbia-affiliated energy expert and longtime practitioner in energy systems and policy. He guides the discussion across domestic power markets, electricity affordability, innovation, and the geopolitical forces reshaping energy decision-making.
This conversation is a must-watch for anyone trying to understand where energy policy is heading next. It connects oil, gas, electricity, climate, AI, geopolitics, and supply chains in one clear discussion. Comment below with the trend you think will shape the next decade most: AI load growth, LNG, critical minerals, nuclear, or grid reliability.
Chapters
0:00 Introduction
1:42 Meet the speakers
4:18 The shale revolution and U.S. energy growth
8:12 Why energy policy is now front-page news
13:05 Trump’s energy dominance agenda explained
21:10 Congress, agencies, and who really makes energy policy
28:34 Bitcoin, AI, and rising power demand
34:20 Why electricity prices are going up
45:18 Europe, LNG, and shifting global alliances
54:36 Venezuela, oil markets, and climate impact
1:03:12 Coal, nuclear, and grid reliability
1:12:08 Critical minerals and China’s advantage
1:19:35 The biggest risks in global energy
1:25:02 Closing thoughts and reasons for optimism
#EnergyPolicy #AI #ElectricityPrices #CriticalMinerals #Geopolitics
