Marketplace Morning Report Will this oil shock push the world more toward renewables?
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Mar 25, 2026 
Jason Bordoff, founding director of Columbia’s Center on Global Energy Policy and energy markets expert. He discusses how Middle East shocks could push electrification and renewables. He warns about geopolitical risks in clean-tech supply chains and urges diversification, domestic capacity, and strategic stockpiles. He considers short-term coal use versus long-term transition.
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Electrify To Shield Economies From Oil Price Shocks
- Global oil and gas prices are set in a volatile global market, so reducing consumption is the best way to insulate an economy.
- Jason Bordoff says electrifying the economy and shifting electricity to domestic low-carbon sources like renewables or nuclear cuts exposure to geopolitical price swings.
Low Carbon Means Different Geopolitical Risks
- A low-carbon transition brings new geopolitical risks because China dominates many clean-technology supply chains for batteries and panels.
- Bordoff highlights the need to plan for mineral and manufacturing concentration risks as the energy mix changes.
Diversify Supply Chains And Build Domestic Capacity
- Diversify suppliers and build domestic capacity to reduce reliance on single-country dominance in critical clean-energy components.
- Bordoff notes both U.S. industrial policy and proposals for strategic mineral stockpiles as concrete responses.