Jason Bordoff

Founding Director, Center on Global Energy Policy · 2 appearances on the record.

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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.

6statements → 5claims → 5claims resolved → 60%fully supported → 4/5average certainty → 1.83/5average debate potential →

3 supported 2 partly supported 0 contradicted how the 5 claims stand · each chip opens the sources

5 assertions · 1 insight · every statement was checked. The predictions and assertions are the 5 claims: statements the public record can support or contradict. 5 are resolved. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Jason argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

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…”

Jason Bordoff Apr 11, 2024 ▶ 35:26 The Big Switch: Are Batteries the New Oil?

What they said6 Episodes2

Everything Jason Bordoff said on Catalyst that made the record, most notable first. Filter by type, assessment or year in the ledger →

Insight

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…”

Jason Bordoff Apr 11, 2024 ▶ 37:56 The Big Switch: Are Batteries the New Oil?

Assertion Supported

Bordoff: 2040 mineral revenue will pale in comparison to oil and gas

Jason Bordoff Apr 11, 2024 ▶ 35:26 The Big Switch: Are Batteries the New Oil?

Assertion Partly supported

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…”

Jason Bordoff Apr 11, 2024 ▶ 36:02 The Big Switch: Are Batteries the New Oil?

Assertion Supported

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.”

Jason Bordoff Apr 11, 2024 ▶ 39:44 The Big Switch: Are Batteries the New Oil?

Assertion Partly supported

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…”

Jason Bordoff Apr 11, 2024 ▶ 38:50 The Big Switch: Are Batteries the New Oil?

Assertion Supported

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.”

Jason Bordoff Apr 11, 2024 ▶ 41:23 The Big Switch: Are Batteries the New Oil?

Appearances (2)

Episode	Date	Speaking time
The Big Switch: Are Batteries the New Oil?	Apr 11, 2024	6m
Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?	Sep 22, 2022	16m

Jason Bordoff

The record, in short

Their most notable supported claim

Appearances (2)

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