Cover art for The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff
Radio Davos

The Hormuz shock, AI and China: the state of global energy, with Jason Bordoff

1mo ago26m
Is 2026 the year it all changed for energy?
The Strait of Hormuz closure was "the largest oil supply disruption in history" but has not (yet) brought the global economy to its knees. But are we now living in a post-Hormuz world where countries and companies are seeking to diversify energy supply and ramp up renewables?
Jason Bordoff of the Center on Global Energy Policy and the Columbia Energy Exchange podcast returns to Radio Davos, at the Forum's 'Summer Davos' in China, for an update on the global energy situation.
Co-hosted by Roberto Booca, head of the Forum's Centre for Energy and Materials.
Links:
Energy Transition Index 2026: https://www.weforum.org/publications/energy-transition-index-2026/
World Economic Forum Centre for Energy and Materials: https://centres.weforum.org/centre-for-energy-and-materials/home
Center on Global Energy Policy at Columbia University: https://www.energypolicy.columbia.edu/
Columbia Energy Exchange podcast: https://www.energypolicy.columbia.edu/series/columbia-energy-exchange/
Catch up on all the action from World Economic Forum's Annual Meeting of the New Champions 2026 at wef.ch/amnc26 and across social media using the hashtag #AMNC26.
Related podcasts:
AMNC26: What just happened at the Summer Davos?: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-just-happened-summer-davos/
A "fundamental shift" in energy thinking: the Energy Transition Index 2026: https://www.weforum.org/podcasts/radio-davos/episodes/energy-transition-index-2026/
The Iran oil shock: will it force the world to re-think the future of energy?: https://www.weforum.org/podcasts/radio-davos/episodes/oil-shocks-hormuz-iran-columbia-energy-exchange-jason-bordoff/
Chief Economists Outlook: counting the cost of the Hormuz crisis, with Maersk's Ilaria Maselli: https://www.weforum.org/podcasts/radio-davos/episodes/chief-economists-outlook-maersk-ilaria-maselli/
Check out all our podcasts on wef.ch/podcasts:
YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552
Loading content...

Read the full transcript

Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.

Already have access? Sign in

Want podcast transcripts in Claude? Subscribe, then follow this guide.Read the guide

The candid version is on a podcast, not the earnings call.

Matterfact turns the conversations your coverage is already having into a searchable, citable record — across every episode, not just this one.