The race to power artificial intelligence is dramatically reshaping America's electricity landscape. 

Recent analysis from the power-consultancy firm Grid Strategies shows that between 2024 and 2029, U.S. electricity demand will grow at five times the rate predicted in 2022. This surge comes as artificial intelligence and data centers reshape power markets, with tech giants like Microsoft and Amazon pursuing direct power purchase deals, sometimes bypassing traditional utility structures entirely.

At the same time, President Trump's declaration of an energy emergency and appointment of new leadership at key agencies like the Federal Energy Regulatory Commission signal potential upheaval in how we approach grid reliability, renewable energy integration, and climate goals.

So how do we meet this demand growth while navigating a complex political environment? And what role will emerging technologies like advanced nuclear, enhanced geothermal, and energy storage play in our energy future?

This week host Bill Loveless talks with Michelle Solomon about the challenges and opportunities facing the U.S. electricity sector.

Michelle is a senior policy analyst at Energy Innovation, focusing on electricity policy. She brings a distinctive background combining technical and policy experience. Before joining Energy Innovation, she earned her Ph.D. in materials science and engineering from Stanford University. She also served as a Congressional Science and Engineering Fellow working on energy policy in the Senate.

Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.

Europe is facing a challenging year as natural gas prices surge. While the continent seemed to weather the initial shock of losing Russian gas supplies, it’s now clear many were declaring victory too soon. Storage levels are dropping this winter, and the loss of Russian pipeline gas through Ukraine has left Europe increasingly dependent on global LNG markets.

Meanwhile, in the U.S., President Trump's administration has promised to "unleash American energy dominance" by lifting restrictions on new permits for LNG exports. But questions remain about domestic gas production capacity, infrastructure constraints, and the impact on U.S. prices.

How are these developments reshaping global gas markets, and what do they mean for Europe's industrial competitiveness? How might geopolitical tensions affect the future of global gas trade? And what does all of this mean for reducing greenhouse gas emissions?

This week on the show, Jason Bordoff talks with gas market experts Anne-Sophie Corbeau and Ira Joseph about the outlook for LNG and its geopolitical and environmental implications.

Anne-Sophie is a global research scholar at the Center on Global Energy Policy, where she focuses on hydrogen and natural gas. Her career in the energy industry spans over 20 years, including stints as the head of gas analysis at BP, senior gas analyst at the International Energy Agency, and research fellow at the King Abdullah Petroleum Studies and Research Center. 

Ira is a senior research associate at the Center on Global Energy Policy. Previously, he headed global generating fuels and electric power pricing at S&P Global Platts. Before that, he was the global head of gas and power analytics at Platts.

Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.

 At the start of February, President Trump launched a trade war.

The president announced sweeping tariffs on goods imported from China, Canada, and Mexico. Although he temporarily backed away from the highest penalties, Trump clearly indicated that tariffs will be central to his policy agenda. This follows the Biden administration’s embrace of steep tariffs on electric vehicle imports from China, and sanctions against Russia aimed at stifling its energy sector. 

These economic chokepoints are part of a broader shift of the global economy. Countries are weaponizing economic power through sanctions, tariffs, and export controls — reflecting a shift away from decades of global economic integration.

So how did we get here? What does this new age of economic warfare mean for global stability and the global economy? And how might these tools reshape everything from energy markets to global banking systems in the years ahead?

This week, Jason Bordoff talks to Eddie Fishman about his upcoming book "Chokepoints: American Power in the Age of Economic Warfare," which comes out on February 25th. The book traces the evolution of economic warfare from the “War on Terror” to today's great power competition.

Eddie is a senior research scholar at the Center on Global Energy Policy and an adjunct professor at Columbia University. He also serves as an adjunct senior fellow at the Center for a New American Security and a nonresident senior fellow at the Atlantic Council.

Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.

Over the past month, the Trump administration has declared a national energy emergency, launched an ambitious agenda aimed at transforming the nation's energy landscape, and pulled back from America’s climate commitments.

At the heart of Trump’s “Unleashing American Energy” strategy lies a complex balancing act: maximizing domestic energy production and infrastructure development while also navigating concerns about the cost of energy, grid reliability, and economic competitiveness. And there are open questions about the implications for the Biden administration’s energy and climate initiatives, including the Inflation Reduction Act, and more broadly for America’s energy transition. 

How will this reshaping of American energy policy affect domestic markets? What role will technological innovation play in bridging competing priorities? And how might this transformation impact the delicate balance between energy security and climate considerations?

This week host Jason Bordoff talks with Paul Dabbar about the Trump administration’s energy agenda, and its focus on national security and energy affordability.

Paul is the chairman and CEO of Bohr Quantum Technologies and a non-resident fellow at Columbia’s Center on Global Energy Policy. He has spent the last few months leading the efforts of the incoming Trump administration to put together the U.S. Department of Energy. Paul served as the fourth undersecretary of energy for science during the first Trump administration. 

Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Erin Hardick, Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.