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 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 The World Economic Forum is the International Organization for Public-Private Cooperation. It provides a global, impartial and not-for-profit platform for meaningful connection between stakeholders to establish trust, and build initiatives for cooperation and progress. Find out more below: World Economic Forum Website ► http://www.weforum.org/ YouTube ► https://www.youtube.com/wef LinkedIn ► https://www.linkedin.com/company/world-economic-forum Facebook ► https://www.facebook.com/worldeconomicforum/ Instagram ► https://www.instagram.com/worldeconomicforum/  X ► https://twitter.com/wef TikTok ► https://www.tiktok.com/@worldeconomicforum WhatsApp ► https://www.whatsapp.com/channel/0029VaDcHBKGZNCihKxwiD0L Threads ► https://www.threads.com/@worldeconomicforum Flipboard ► https://flipboard.com/@WEF #WorldEconomicForum #wef