President Donald Trump’s administration is promising an energy policy overhaul that would fundamentally reshape America's climate and energy policies. Trump and Republican leaders have pledged to pull back from many of the Biden administration’s climate actions, including parts of the Inflation Reduction Act, and surge domestic oil and gas production and exports.  

Meanwhile, global energy markets face mounting uncertainties including an escalating U.S.-China trade war, new sanctions on Russian energy and Europe's continued dependence on Russian energy, and growing tensions between rich and poor countries over how the energy transition is unfolding. In both the United States and Europe, energy security, competitiveness, and costs are top priorities now, along with climate change. With climate targets and energy security needs often pulling in opposite directions, nations are facing difficult choices about how to balance competing priorities in an increasingly complex world.

How will energy politics and policy change under a second Trump administration? And how will shifts in U.S. policy impact global energy geopolitics?

This week host Jason Bordoff talks with Frank Fannon about what to expect from the Trump administration's energy agenda. 

Frank is the founder of Fannon Global Advisors. He previously served as America's first Senate-confirmed assistant secretary of state for Energy Resources during the first Trump administration, where he led major energy and infrastructure initiatives across the globe, and elevated the critical role of minerals in the clean energy transition. Earlier in his career, he served as counsel to the Senate Environment and Public Works Committee.

The year 2024 ended with a sobering milestone: it was officially the hottest year ever recorded. That pattern of extremes continues around the world, especially in Southern California, which is suffering from one of its worst disasters in history. First responders are battling lethal wildfires that have consumed more than 12,000 buildings and homes, and forced more than 100,000 people to evacuate. 

But beyond these headlines about rising temperatures and intensifying disasters lies a critical question: How can we better predict and prepare for extreme weather events in a warming world?

Recent breakthroughs in AI-powered weather forecasting have produced new models that not only match but sometimes outperform traditional prediction systems. These advances couldn't come at a more crucial time – in 2023 alone, the US suffered $95 billion in damages from 28 separate extreme weather events.

So, how do we ensure these powerful new tools reach the communities that need them most? How can advances in weather forecasting enhance energy resiliency? And what role should public agencies play as private companies push the boundaries of prediction technology?

This week host Bill Loveless talks with Alice Hill and Colin McCormick about AI in weather forecasting. Together, they authored a chapter on extreme weather response in the Innovation for Cool Earth Forum’s report Artificial Intelligence for Climate Change Mitigation Roadmap. 

Alice is the David M. Rubenstein senior fellow for energy and the environment at the Council on Foreign Relations. She previously served as special assistant to President Obama and senior director for resilience policy on the National Security Council.

Colin is a principal scientist at Carbon Direct, where he provides expertise across carbon removal methods and industrial decarbonization. He previously served as senior advisor for R&D at the US Department of Energy. He is currently an adjunct professor at Georgetown University's Walsh School of Foreign Service.

Climate change isn't just an environmental threat—it's becoming a catalyst for conflict.

Over the past decade, rising temperatures, water shortages, and other environmental disruptions have fueled tensions from the deserts of Iraq to the mountains of Nepal. And according to journalist Peter Schwartzstein, we're witnessing the emergence of a new, dangerous phenomenon: climate-related violence.

In his new book, "The Heat and the Fury: On the Frontlines of Climate Violence," Schwartzstein takes readers on a harrowing journey, revealing how climate change is fundamentally reshaping human conflict.

What happens when water becomes scarce? How do extreme weather events transform recruitment strategies for terrorist groups? And are even wealthy democracies vulnerable to this emerging form of societal stress?

Peter is an award-winning journalist specializing in climate security with extensive reporting experience across the Middle East and Africa. His work has been featured in publications including National Geographic, The New York Times, and Foreign Policy. As a journalist who has been chased by kidnappers and has navigated dangerous environments to tell critical stories, Schwartzstein offers a unique, ground-level perspective on how climate change is reshaping global security.

Energy is fundamental to economic development. It propels manufacturing, transportation, and construction, and throughout history, it’s been the driver of human prosperity. But as global population continues to increase, and countries develop, energy use could double by the end of this century—with much of that increase concentrated in the developing world. 

Meeting that demand while ensuring we stay on track to reach a net- zero future is a massive challenge. It means leveraging both new innovations and scaling up the technologies that are already available. It also means increasing investment, as emerging markets and developing economies outside China account for only around 15% of clean energy spending. 

Why is energy a critical enabler of development? What would it mean to electrify everything, and is that even possible? And what role will existing technologies like nuclear power play in a net-zero world?

This week, a re-run of host Jason Bordoff’s conversation with Eric Toone from July of this year where they discussed the challenges of increasing energy access in the developing world while rapidly cutting emissions. 

Eric is the technical lead on the Investment Committee at Breakthrough Energy Ventures. Before joining Breakthrough in 2017, he was the vice provost and director of the Duke University Innovation and Entrepreneurship Initiative, and a professor of chemistry and biochemistry. From 2009 to 2012 he was detailed to the U.S. Department of Energy’s Advanced Research Projects Agency, where he served as program director and deputy director for Technology.

In Brazil, the energy transition is pushed and prodded by conflicting forces. 

Its government is taking significant steps to cut emissions. For example, in August, it passed a much-anticipated low-carbon hydrogen framework; and in November, a law to create a regulated carbon market. And since taking office in 2023, President Luiz Inácio Lula da Silva has spearheaded significant reductions in deforestation of the Amazon rainforest. 

But Brazil is also Latin America’s biggest producer of oil, and it has been ramping up its output. 

In light of Brazil’s strategic role in climate – it currently holds the presidency of the G-8, and in 2025 it will host COP30 – we’re rerunning an episode from February digging into Brazil’s energy transition. 

How is the energy transition in Brazil unfolding amid these conflicting pressures? And how can the country balance environmental protection and energy security? 

Bill Loveless talks with Thiago Barral about how Brazil plans to build up clean energy technologies, and how geopolitics shapes that strategy. 

Thiago is the national secretary of planning and energy transition of the Ministry of Mines and Energy for Brazil. Before his role as secretary, he was the president of the Energy Research Company, a Brazilian institution responsible for energy planning studies and official state energy statistics. Thiago joined the Energy Research Company in 2007, and also served as director of energy economics and environmental studies.

The headline from this year’s World Energy Outlook released by the International Energy Agency says, “The world is on the brink of a new age of electricity.” In the United States, electrification is set to transform the energy landscape, and the nation is expected to see a rapid rise in power demand. 

Questions remain over how this demand will be met, and if this means increasing carbon emissions from the power sector. These questions are further complicated by the rise of artificial intelligence and an antiquated and fragmented electric grid.

So how do efforts to decarbonize the century-old power system impact both reliability and the cost of electricity? And what does this new era of rising electricity demand mean for domestic manufacturing, AI data centers, and other industries?  

This week host Jason Bordoff talks with Cheryl LaFleur and David Hill about the incoming Trump administration, its impact on FERC, and the status of permitting reform measures.  

Cheryl is an advisory board member at the Center on Global Energy Policy. Previously, she was one of the longest-serving commissioners on the Federal Energy Regulatory Commission from 2010 to 2019, and served twice as FERC’s chair. Since 2019, Cheryl has served on the board of directors of the Independent System Operator of New England (ISO-NE).

David is a non-resident fellow at the Center on Global Energy Policy. He served as general counsel of the U.S. Department of Energy during the George W. Bush administration. From 2012 to 2018, he served as executive vice president and general counsel of NRG Energy, Inc.

The international climate negotiation process stands at a critical juncture. At the recent COP29 summit in Azerbaijan, nations struggled to find common ground on financial support and carbon market strategies, all while grappling with the persistent influence of fossil fuel industries. 

Industrialized countries did pledge $300 billion to help developing nations adapt to climate change, but scientists say the commitment is still far short of the trillion dollars needed to prevent catastrophic environmental impacts. 

So, how can global leaders close the financing gap? And what practical approaches can ensure meaningful progress in climate negotiations amid rapidly changing political landscapes?

This week host Bill Loveless talks with Elliot Diringer about the COP process and what the outcome of this year’s summit means for the global energy transition.

Elliot is a global fellow at the Center on Global Energy Policy at Columbia University SIPA, directing the Center's International Dialogue on Climate and Trade. He served as a senior policy advisor to Special Presidential Envoy for Climate John Kerry and led the establishment of the Energy Transition Accelerator under the Biden administration. Elliot also spent more than 20 years at the Center for Climate and Energy Solutions, serving as the head of the international program. He has attended 26 Conference of the Parties summits, most recently attending COP29 in Azerbaijan.

The energy transition is transforming how we power our world – clean energy systems are becoming more interconnected, automated, and reliant on digital infrastructure. But with this transformation comes a new vulnerability: cyberattacks. As our grid becomes smarter and our system more digitized, the potential for disruption grows.

Earlier this year, the FBI warned of a serious threat that Chinese hackers had infiltrated U.S. critical infrastructure systems, raising the possibility of a “devastating blow” to energy and other vital services.

The stakes are clear. As we move forward with the energy transition – and increasingly digitizing and electrifying our systems –  we are increasingly vulnerable to cyber attacks.

This week, host Jason Bordoff speaks with Harry Krejsa about the cybersecurity risks at the intersection of operational technology and information technology in the clean energy transition, the destructive capabilities of China and Russia on American critical infrastructure, and what we should be doing about it.

Harry is the director of studies at the Carnegie Mellon Institute for Strategy & Technology. He was previously in the Biden White House’s Office of the National Cyber Director. There, he led development of the Biden-Harris administration’s National Cybersecurity Strategy, established national clean energy security priorities, and represented the U.S. government in technology security consultations with foreign partners and the global private sector. 

Prior to that, Harry worked at the intersection of technology, industrial strategy, and U.S.-China competition for the Department of Defense, the Cyberspace Solarium Commission, and the Center for a New American Security.

The clean energy transition has a dirty underside. To move away from fossil fuels and toward solar, wind, batteries, and other alternative sources of energy, we have to intensify mining operations for critical minerals like lithium, copper, and cobalt.

According to a Global Witness analysis of S&P Global data, copper mining will increase more than 25% between 2021 and 2028. Cobalt mining will be up more than 100%. Lithium, more than 300%. And all that mining has serious environmental and social impacts, particularly in developing countries.

This week, host Bill Loveless talks with Vince Beiser about his latest book “Power Metal: The Race for the Resources That Will Shape the Future.”

Vince is an author and journalist whose work has appeared in Wired, Harper’s Magazine, The Atlantic, and The New York Times, among other publications.

They discuss cleaning up the chase for critical minerals, advancing the clean energy transition while minimizing mining impacts globally, and what role the U.S. government can play, particularly with an incoming Trump administration.

Rising electricity demand. Heightened geopolitical tension. Fragility in energy markets. These are some of the big stories shaping the energy transition outlined in the International Energy Agency’s newest World Energy Outlook. 

Even as the IEA says the world is shifting from the "Age of Oil" to the "Age of Electricity," we are still far from achieving net-zero targets. And the tensions highlighted in the latest Energy Outlook illustrate how difficult the transition will be.   

This week, host Jason Bordoff talks with Tim Gould about the 2024 World Energy Outlook, published in October. They discuss the significant progress countries have made on the energy transition, and the structural shifts in economies and energy use that lie ahead. 

Tim is the International Energy Agency's chief energy economist. As part of his role, he co-leads the World Energy Outlook. Tim joined the IEA in 2008 as a specialist on Russian and Caspian energy. Prior to joining the IEA, he worked on European and Eurasian energy issues in Brussels.

In passing and signing the Inflation Reduction Act in 2022, Congress and the Biden administration infused hundreds of billions of dollars into the energy transition. It was the largest investment in energy and climate in U.S. history. 

At the same time, the law left many countries worried over provisions requiring domestic manufacturing, which some see as protectionist. It’s a friction that’s part of ongoing green trade tensions. As other countries implement their own major climate action plans, some include industrial policies that challenge international trade rules and norms. 

Two years in, how are other countries responding to the Inflation Reduction Act? Can trade policy catalyze investment in and around clean energy in emerging markets and developing economies? And what does the concept of “friendshoring” mean?

This week host Jason Bordoff talks with Sarah Bianchi about her work in the Biden administration and how climate policy and trade policy intersect.

Sarah is a senior managing director and chief strategist of international political affairs and public policy at Evercore ISI. She is a distinguished visiting fellow at the Center on Global Energy Policy and is on the advisory board of CGEP’s new Trade and Clean Energy Transition Program to examine the intersection of climate action, trade policy, national security, and industrial strategy.

She has nearly 30 years of experience in both the public and private sector. Most recently, she served as deputy U.S. trade representative from 2021 to 2024, overseeing critical trading relationships across Asia and Africa. Her portfolio covered all aspects of trade, including the energy transition and the implementation of the Inflation Reduction Act.