Columbia Energy Exchange18 Nov 2025

World Energy Outlook 2025: Navigating Divergent Futures

Around the globe, and here in the United States, energy markets face huge uncertainties. They include everything from rising geopolitical tensions to a wave of new liquefied natural gas supply, and from concentrated critical mineral supply chains to growing demand for electricity.

These uncertainties are reflected by the International Energy Agency in this year's World Energy Outlook, which explores a range of possible energy futures — particularly around oil and gas demand.

So how have energy policies at the country level, growing economic warfare, and rising prices impacted the IEA's outlook? How should we understand the role of energy security and geopolitical risk? Here in the US, how have energy policy shifts impacted the outlook? And what role do the transition to electric mobility and the pace of energy innovation play?

This week, Jason Bordoff talks to Tim Gould about this year's World Energy Outlook, the IEA's flagship annual report. It projects a world with as much as 3 degrees of warming by 2100, under current policies, or with as little as 1.5 degrees of warming by 2100 if global energy systems quickly decarbonize.

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

Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(100)

Gautam Jain and Ned Shell on the Promise of Carbon Credit Markets

Carbon credit markets have become one of the most hotly debated tools in the fight against climate change. Supporters call them essential to closing the gap between corporate climate pledges and what ...

6 Okt 49min

Global Gas Markets on Edge as Europe Braces for Winter

Global gas markets, especially in Europe, are approaching winter under serious pressure. With storage inventories lagging behind historical averages and shipping disruptions from the Middle East threa...

29 Sep 57min

Iran Conflict Brief: Jan Stuart on What a US Diesel Export Ban Would Mean

Seven months into the largest oil supply disruption in history, there's still no resolution in sight. This week, on the sidelines of the UN General Assembly, US and Iranian officials held their first ...

25 Sep 34min

Erica Downs and Michal Meidan on China's Oil Shock That Wasn't

This week, Chinese President Xi Jinping travels to Washington for a state visit with President Trump, their second face-to-face meeting this year. Energy is likely to be high on the agenda, particular...

22 Sep 49min

Six Months In: Iran War Widens as Energy Markets Feel the Shock

More than six months into the war with Iran, the Strait of Hormuz crisis continues to cause turmoil in the Gulf region and global energy markets with no apparent end in sight. Tanker traffic through ...

15 Sep 55min

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 65 billion barrels of Venezuela...

8 Sep 55min

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 factors mean that for the US, e...

1 Sep 58min

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 demand. It is about navigating geo...

25 Aug 1h 1min