Jason Bordoff
Founding Director of the Center on Global Energy Policy (CGEP), Columbia University SIPA · Host, Columbia Energy Exchange podcast · Former Special Assistant to President Obama, Senior Director for Energy and Climate Change, National Security Council · Founding Director, Center on Global Energy Policy
“The urgency of this and the amount of capital being put into this space from the hyperscalers, the infrastructure Funds seems like a huge opportunity.”
“People talk about MP materials and people talk about taking equity stakes and trying to permitting reform to make it easier to mine. You talked about copper. I was at Resolution Copper a year or two ago with things that are a huge resource that haven't been able to be developed. But the, the processing, the refining and processing part. How big a challenge that is”
“Brent crude broke $100 a barrel for the first time since July. And U.S. diesel prices have climbed above $6 a gallon for the first time in history.”
Jason Bordoff
One-line summary: CGEP founding director and Columbia Energy Exchange host; convenes the energy CEO interview series; reliable framer of the capital-deployment dimension of the AI-energy buildout.
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Why they matter to stock-market
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On ai-capex-to-power-and-materials-cascade:
"The urgency of this and the amount of capital being put into this space from the hyperscalers, the infrastructure Funds seems like a huge opportunity." — 2026-05-19-podcast-columbia-energy-exchange-speed-to-power-christian-bruch-on-siemens-energy (2026-05-19)
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On us-critical-mineral-independence, drone-warfare-demand-to-mp-hree-rerate:
"People talk about MP materials and people talk about taking equity stakes and trying to permitting reform to make it easier to mine. You talked about copper. I was at Resolution Copper a year or two ago with things that are a huge resource that haven't been able to be developed. But the, the processing, the refining and processing part. How big a challenge that is" — 2026-09-01-podcast-columbia-energy-exchange-doe-s-audrey-robertson-on-growing-us-critical (2026-09-01)
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On iran-fuel-shock-consumer-bifurcation:
"Brent crude broke $100 a barrel for the first time since July. And U.S. diesel prices have climbed above $6 a gallon for the first time in history." — 2026-09-15-podcast-columbia-energy-exchange-six-months-in-iran-war-widens-as-energy-markets (2026-09-15)
Sources
- 2026-05-19-podcast-columbia-energy-exchange-speed-to-power-christian-bruch-on-siemens-energy
- 2026-09-01-podcast-columbia-energy-exchange-doe-s-audrey-robertson-on-growing-us-critical
- 2026-09-15-podcast-columbia-energy-exchange-six-months-in-iran-war-widens-as-energy-markets
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