The Iran oil shock: will it force the world to re-think the future of energy?
Release Date: 04/28/2026
Radio Davos
“One of the most common refrains you used to hear 10 years ago was ‘US innovates, China imitates, and Europe regulates'. Today, I don't hear that anymore.” Aparna Bharadwaj, a managing director at Boston Consulting Group, joins us to analyse what we learned about geopolitics and business relations at Summer Davos, AMNC26. And Yang Yanqing, director of ShanghaiTech’s Center for Education, Innovation and Sustainable Development, dissects how the rise of artificial intelligence has transformed education and jobs markets worldwide. Both were in Dalian, China for the World Economic...
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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...
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The Chinese port city of Dalian just hosted the 14th Annual Meeting of the New Champions - AMNC26 - often known as the Summer Davos. Innovating at scale was the official theme, and we heard lots on that - but also geopolitics, not least the rivalry between China and the US. On this episode we get a flavour of the discussions and hear from the people at the World Economic Forum who are working on the big issues throughout the year. Links: Home page for AMNC26: Blogs: Summer Davos 2026: Key takeaways and must-reads: Graham Allison: US-China competition is the ‘fiercest Thucydian rivalry of...
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Professor Adam Tooze, Director of the European Institute at Columbia University, joins us to look ahead to the action at AMC26 on Day 2 where Premier Li Qiang is due to speak. Catch up on all the action from World Economic Forum’s Annual Meeting of the New Champions 2026 at and across social media using the hashtag #AMNC26. Links: AMNC26: Liveblog: Related podcasts: AMNC26 Day 1 - Taking the pulse of Asia's largest economy, and of the world - AMNC26 - What to expect from "Summer Davos": A “fundamental shift” in energy thinking: the Energy Transition Index 2026: Chief...
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It's Day 1 of the Annual Meeting of the New Champions, AMNC26, in Dalian China. Olivia Siong, Senior Correspondent at Channel News Asia, joins us to look ahead at the action at the Summer Davos where tech, innovation and geopolitics will be some of the main themes. Catch up on all the action from World Economic Forum’s Annual Meeting of the New Champions 2026 at and across social media using the hashtag #AMNC26. Links: AMNC26: Liveblog: Related podcasts: Radio Davos Daily: AMNC26 - What to expect from "Summer Davos": A “fundamental shift” in energy thinking: the Energy...
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The World Economic Forum’s 17th Annual Meeting of the New Champions 2026 will be held in Dalian, People’s Republic of China, on 23-25 June. The meeting will bring together more than 1,700 leaders from over 90 countries to explore how innovation can be scaled and unlock wider economic growth. Radio Davos is covering AMNC26 daily during the meeting. On this preview episode, Forum Managing Director Mirek Dusek tells us what to expect. And we hear a clip from a recent Radio Davos discussion about the impact of the Strait of Hormuz crisis on the global energy transition. Catch up on all the...
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The World Economic Forum's Energy Transition Index has been charting the progress of global energy systems for the last 16 years. The latest edition is published as the world has experienced an energy shock due to the closure of the Strait of Hormuz. We discuss what is helping and what is impeding the global transition to cleaner, more secure, more equitable energy. Guests: Lucy Craig, Director of Growth, Innovation, and Digitalization, DNV Boqiang Lin, Chair Professor, School of Management, Xiamen University Hosts: Robin Pomeroy, host Radio Davos; Nicholas Wagner,...
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On this episode we team up with The View Beyond, a podcast from wealth management group Julius Baer, to discuss how to navigate crises. Julius Baer's Group Chief Investment Officer Yves Bonzon gives his perspective as someone who has spent decades making high-stakes decisions on behalf of investors. This episode is a collaboration with The View Beyond, the weekend edition of Moving Markets, Julius Baer’s daily flagship podcast on the markets, thematic investing, and wealth management. The co-host is Moving Markets host Bernadette Anderko. Listen to the Julius Baer podcasts wherever...
info_outline"This is the largest oil supply disruption the world has ever seen."
Jason Bordoff of the Center on Global Energy Policy and the Columbia Energy Exchange podcast joins us to explore the potential long-term impacts on global energy systems of the oil shock caused by the Iran war and the closure of the Strait of Hormuz.
The episode, recorded a few days before the news that the UAE was quitting OPEC, was made in collaboration with the Columbia Energy Exchange podcast: https://www.energypolicy.columbia.edu/series/columbia-energy-exchange/
Links:
Columbia Energy Exchange podcast: https://www.energypolicy.columbia.edu/series/columbia-energy-exchange/
The Iran Shock And the Dangerous Allure of Energy Autarky (Foreign Policy): https://www.foreignaffairs.com/iran/iran-shock
Energy independence could make America more aggressive (Financial Times): https://www.ft.com/content/2c2c6f08-d5c0-41e5-ab0c-1605dba64582?shareType=nongift
Energy Transition Index (World Economic Forum), available from 17 June, 2026: wef.ch/ETI26
What leaders are saying about the renewed geopolitics of energy (World Economic Forum): https://www.weforum.org/stories/2026/04/geopolitics-of-energy-what-leaders-are-saying/
3 lessons on the energy transition in an age of crisis (World Economic Forum): https://www.weforum.org/stories/2026/04/3-lessons-energy-transition-age-of-crisis/
World Economic Forum Centre for Energy and Materials: https://centres.weforum.org/centre-for-energy-and-materials/
Related podcasts:
The rise of industrial policy - why governments are back in the business of business: https://www.weforum.org/podcasts/radio-davos/episodes/industrial-policy-trade-choke-points/
Welcome to Cold War Two: historian Niall Ferguson on geopolitics in 2026: https://www.weforum.org/podcasts/radio-davos/episodes/niall-ferguson-geopolitics-cold-war/
"Everything has changed" - Gita Gopinath on the global economy in 2026: https://www.weforum.org/podcasts/radio-davos/episodes/gita-gopinath-global-economy-2026/
Are we on track for the energy transition? Insights from three CEOs: https://www.weforum.org/podcasts/radio-davos/episodes/energy-transition-electrification-siemens-aes-envision/
Climate science is clearer than ever. How should companies respond?: https://www.weforum.org/podcasts/radio-davos/episodes/climate-science-policy-business-response/
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