Jason Bordoff
Founding Director, Center on Global Energy Policy. On 2 shows, 4 appearances. The Shows tab opens the full record on each.
academicanalysthostauthor@JasonBordoff ↗LinkedIn ↗energypolicy.columbia.edu ↗Wikipedia ↗
Jason Bordoff is an energy and climate policy scholar focusing on the intersection of energy markets, national security, and decarbonization. He founded Columbia University's Center on Global Energy Policy after serving as Special Assistant to the President and Senior Director on the National Security Council.
2shows
4appearances
23statements
12resolved
10supported
0contradicted
83%fully supported
Everything Jason Bordoff said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Bordoff: Critical mineral supply shocks do not disrupt daily energy use like oil
“So critical minerals are an input to a manufactured good that can produce energy or store energy. It is not energy. We don't burn critical minerals for energy, and so if we had a disruption in some types of critical minerals, you might see delays and much high…”
Global gas supplies cannot replace a complete Russian cutoff to Europe
“If you had a complete Cut off in Russian gas exports to Europe. There's almost no way to make up for that. There's just not enough molecules. There's not enough natural gas around the world.”
Gulf Arab producers will likely be the last oil exporters standing
“And I suspect the places it'll come from are the ones that can produce the oil most cheaply and most cleanly. And Gulf, Gulf Arab producers like Saudi Arabia, the United Arab Emirates they look pretty good on both of those accounts. They're very low cost, and …”
Saudi Arabia gains geopolitical power by intentionally withholding oil production
“I think it's fair to say that Saudi Arabia has more influence in global geopolitics because they are the only country, even though shale can be ramped up and down more quickly than traditional oil. They're the only country that intentionally, at a cost to them…”
Lowest-cost fossil fuel producers may gain influence as global demand shrinks
“So there's a multi-decade process of transition where the cheapest suppliers of hydrocarbon might actually produce a larger share of the pie, even though it's a shrinking pie, they're producing a larger share of it, and they have more influence, and that influ…”
Bordoff: 2040 mineral revenue will pale in comparison to oil and gas
“The IA's one of the IA's scenarios that gets you sort of close to 1.5 degrees, if not all the way, has critical mineral revenue growing from forty one billion in 2019 to two hundred and sixty three billion by 2040. Again, that's not all the way to 1.5, maybe 1…”
Bordoff: 2040 mineral volume will be a fraction of fossil fuel production
“Even on a net zero pathway, critical minerals demand does not top thirty million metric tons in 2040, according to the IEA, and by comparison to thirty million metric tons, oil production last year was 4.4 billion. Metric tons. Coal was seven and a half billio…”
Fossil and clean energy geopolitics will overlap for decades
“There's a multi-decade period where the old geopolitics of energy Are layered on top of the new geopolitics of clean energy, and we're going to have to address the risks, challenges, opportunities around both.”
Private oil majors supply just 15% of global oil and gas
“We should remember that when you put them all together, they're only 15% of world oil and gas supply. Most of the world's oil and gas comes from state controlled companies.”
Clean energy will reduce geopolitical influence by localizing power generation
“A clean energy world is, in many respects, going to reduce the geopolitical influence of energy, because it's inherently more local.”
IEA projects global energy trade drops by two-thirds in net-zero world
“The International Energy Agency, for that reason, projects that total global trade in energy in a net zero world is around just over one third what it would be otherwise.”
Critical mineral leverage will likely not match Saudi oil influence
“And that is a source of influence for those countries, but probably not in the same way that I think dependence on, say, you know, one country like Saudi Arabia is for oil.”
Countries could threaten economic sanctions over climate policy within 10 years
“Is it totally far-fetched to think five or 10 years from now a country is using the threat of economic sanctions to compel countries to Take stronger climate action or stop building coal power plants. I think that would be extreme today, but I could see that c…”
Russia is likely to be a loser in the green energy transition
“It's going to be, I think, harder for a country like Russia to make that transition. So they may be more of a loser in a transition.”
Bordoff: China's critical mineral dominance is mostly refining and processing
“With critical mineral dominance that China has, most of that is about refining and processing. Those are manufacturing plants, and you can build those in lots and lots of places.”
Bordoff: Europe Relies on Russia for Up to 40% of Gas
“Europe depends very heavily. It has for a long time, and that really hasn't changed on Russia for anywhere to a third to even 40% of its natural gas consumption.”
IEA Net Zero 2050 scenario still requires 25% of current oil
“The International Energy Agency, again, did this big landmark report on what net zero looks like by twenty-fifty, and in that world, if we get there, We're using 25% as much oil as today and about half as much natural gas as we are today.”
Geopolitical energy leverage derives from swing capacity, not total production
“I think the most significant Dimension of geopolitical influence that comes from energy is not only the amount of production, but the swing supply capacity, the ability to ramp production up or lower it very quickly.”
Bordoff: Mineral production is significantly more concentrated than global crude oil
“So the top producers of oil in the world, the US, Saudi Arabia, and Russia, each produce roughly 10% of global crude oil supply. The top producer Of lithium, of cobalt, of rare earths. Each of those, the top producers, each of those produces more than half, an…”
Bordoff: Bringing a new mining project to development averages 16 years
“Right now, it takes, according to the IEA, an average of 16 years to bring a new mining project to development.”
China and a few nations dominate critical mineral mining and refining
“A small number of countries dominate not only where those are mined and produced, but where they're refined and processed, particularly that is in China.”
Qatar plans to produce hydrogen using cheap gas and carbon capture
“Using natural gas with carbon capture to make the hydrogen that's what a country like Qatar, which has very cheap natural gas wants to do.”
One line per show, most statements first. The link opens Jason's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 GREEN BLUEPRINTLEDGER | Founding Director, Center on Global Energy Policy | 2 | 17 | 100% 7/7 | full record on the Green Blueprint → |
 CATALYSTLEDGER | Founding Director, Center on Global Energy Policy | 2 | 6 | 60% 3/5 | full record on Catalyst → |