Jason Bordoff

“China in the long run could end up a bit of a winner here in the sense that they're the one supplying all of that — all of the batteries and electric vehicles and critical minerals and solar panels. And they have long been trying to position themselves as a reliable commercial partner, while the United States is the source of geopolitical instability.”

Offers a provocative and contrarian take that global energy disruption could paradoxically accelerate China's economic and geopolitical ascendancy at America's expense.

Jason Bordoff

“One of the questions I was getting the most was, are we misguided being Europeans to swap dependence on Russian energy for American energy? Are you a reliable supplier or is that going to be weaponized against us as leverage to get a concession for something else?”

Frames the U.S. as a potentially unreliable energy ally — a provocative and geopolitically consequential question that redefines what American power projection means in practice.

Jason Bordoff

“We have added clean energy at an unprecedented rate, and it's met most of the growth in global energy demand, but oil use, gas use, coal use, they are all still going up as well.”

This directly challenges the dominant narrative that the clean energy transition is displacing fossil fuels, reframing it as an addition rather than a substitution.

Jason Bordoff

“Somehow Germany was able in months to build four import terminals to get more natural gas from the United States, because when you really have an energy security crisis — you find a way.”

Implicitly indicts the U.S. permitting and infrastructure debate by showing that political will, not regulatory capacity, is the real bottleneck in energy buildout.

Jason Bordoff

“The impact here is not just we want less fossil fuels — it's we want less interconnectedness. We don't want to be exposed to these volatile supply chains.”

This reframes the clean energy transition not as an environmental story but as a deglobalization story, which cuts across tech, trade, and national security in a way that challenges conventional narratives.

Jason Bordoff

“If someone had said we're going to close a strait with 20 million barrels a day to most of its supply, you'd be talking about $150, $200 a barrel. It's striking that oil prices are just a bit over 100. And I think one reason is a general market perception that this was going to result in Trump pulling back, declaring mission accomplished — we did not have the staying power, so we'd figure out how to get out of this pretty soon.”

This quote reveals that oil markets are essentially pricing in American political unreliability as a stabilizing force — a stunning indictment of U.S. credibility in a crisis.

Jason Bordoff

“The President of the United States is now taking to social media to ask both adversaries and allies alike, send your warships to the region and help reopen the Strait — and most countries are saying, no thanks, this is not a problem of our making.”

Captures a stunning collapse of U.S. coalition-building credibility in a moment of maximum strategic vulnerability.

Jason Bordoff

“The price at the pump is set by the global price of oil — even though the United States is now a huge net exporter and the largest producer in the world.”

This challenges the popular political narrative that U.S. energy independence shields American consumers from global disruptions, which has significant implications for energy policy debates.

Jason Bordoff

“Those markets are less liquid, less traded, and so the physical tightness in those markets starts to hit refiners much more quickly. People who need to buy those products from refiners are seeing people charge a lot more for it already.”

This exposes how industrial energy markets — invisible to most consumers — are absorbing price shocks faster and harder than the headline gasoline number suggests.

Jason Bordoff