Energy security is evolving with new dimensions. On the one hand, US energy security has been boosted by its status as the largest oil and gas exporter, providing a buffer from world supply shocks and a freer hand in foreign policy. On the other hand, the conundrum over the Strait of Hormuz has exposed new vulnerabilities for global energy security, encompassing both importers and exporters, with adverse implications for the US despite its energy dominance. What does energy security mean given the recent disruptions and in context of a world that is moving towards fragmentation and de-globalization?
Furthermore, how does US energy dominance work given both internal US disparities -- when it comes to its international profile the US is arguably not one but several countries, with very different sets of interconnections with the outside world and each other -- and the breakdown of the liberal trade and investment order?
Finally, the combination of industrial re-shoring and the growth of AI are causing the energy intensity of GDP steeply to rebound in the US and beyond, providing new mechanisms for enhanced autonomy and greater energy security -- but also exposing new security risks and the need for a more diverse mix of fuel sources and infrastructure.
In this session, we aim to explore the various dimensions of how energy security is evolving in the US and globally as a result of these recent developments, and what this means for energy markets, the energy industry, the global economy and international relations.
This will be a virtual session via Zoom Webinar from 12:00 until 1:30 PM ET. Additional details will be provided to registered attendees prior to the session.
SPEAKERS
Ed Morse
Edward L Morse Chairs the New York Energy Forum Advisory Board and is Special Advisor at Hartree Partners. Previously, he was Global Head of Commodities Research at Citi. He held similar positions at Lehman and Credit Suisse, taught at Princeton, Columbia and Johns Hopkins, worked at the Council on Foreign Relations, served as Deputy Assistant Secretary of State for Energy Policy, and in management at Phillips Petroleum. A co-founder of PFC Energy, a former publisher at Energy Intelligence, he also worked at Hess Energy Trading. As a consultant helped design Yemen's oil pricing policy and assisted the UN Security Council on the design and negotiation of the Iraqi Oil-for-Food Program. He writes op-eds for the FT, NY Times, Wall Street Journal and Washington Post and often comments at Bloomberg TV and CNBC. He has been a Senior Fellow of both the USAEE and the IEEJ and was named by Petroleum Economist as among the ten most prominent individuals in energy finance.
Jason Bordoff
Jason Bordoff is Co-Founding Dean Emeritus of the Columbia Climate School, Founding Director of the Center on Global Energy Policy, and Professor of Professional Practice in International and Public Affairs at Columbia University SIPA. He previously served as Special Assistant to President Obama and Senior Director for Energy and Climate Change on the Staff of the National Security Council, and, held senior policy positions on the White House's National Economic Council and Council on Environmental Quality. He is a columnist for Foreign Policy magazine and a frequent commentator on TV and radio. Bordoff served in the Treasury Department during the Clinton Administration. He is a member of the Council on Foreign Relations and the Trilateral Commission, serves on the boards of The Nature Conservancy, Winrock International, and Foreign Policy 4 America. He also serves on the Leadership Council for Sustainable Energy for All. Bordoff graduated with honors from Harvard Law School, holds an MLitt degree from Oxford University, and a BA from Brown University.
Additional speaker to be announced.
MODERATOR
Antoine Halff
Antoine Halff is President of the New York Energy Forum Advisory Board. He is a non-resident fellow at Columbia University's Center on Global Energy Policy and chief analyst and founding partner at Kayrros, a data analytics company that leverages artificial intelligence, advanced mathematics and satellite imaging to help its clients track energy and commodity flows, monitor industrial assets and reduce their climate footprint. Earlier, he served as chief oil analyst of the International Energy Agency in Paris, lead industry economist at the U.S. Energy Information Administration, head of commodities research at Newedge, a Société Générale subsidiary, and director of the Global Energy practice at Eurasia Group, among others. His book, Energy Poverty: Global Challenges and Local Solutions (Oxford: Oxford University Press, 2014), co-edited with Jon Rozhon and Benjamin Sovacool, was released by Oxford University Press in 2014. Mr. Halff holds an advanced degree from the Ecole des Hautes Etudes en Sciences Sociales, Paris, and a Masters from Université Paris VII.
PROGRAM
12:00 PM - 1:30 PM ET: Presentation and Discussion
COST
This session is complimentary for all attendees. Registration is required for event link details.