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

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…