White House Chief Strategist Steve Bannon (unwittingly) gave an interview this week, saying America is locked in "an economic war with China."
Bannon mentioned arcane sections of the 1974 Trade Act to penalize China for alleged steel and aluminum dumping. Could solar be on the list, too?
Bannon's comments suggest he's also paying attention to Section 201 of ... Show More
Aug 18
America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?
Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East, are raising some urgent questions for the US gas industry. Consumers want to kn ... Show More
1h 9m
Aug 5
Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices.
US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward pressure in the future. Consumers are feeling the strain, and they want politicians and regulators to do someth ... Show More
1h 8m
Jul 2025
Editor's Pick: How Economic Warfare Impacts Energy
<p dir="ltr">Six months in, President Trump's trade war has entered a new phase. Just this weekend, the European Union agreed to a trade deal that includes a promise to buy $750 billion worth of American energy products over the next three years. And this week, with the August 1 ... Show More
1h 2m
May 2025
Is the clean energy economy doomed?
So far, President Trump’s “drill, baby, drill,” agenda has proven to be a sharp turn from Biden-era climate initiatives, including the landmark spending bill the Inflation Reduction Act (IRA). And thanks to President Trump’s attempts to claw back control over IRA funds, as well a ... Show More
24m 8s
May 2024
Has the US declared economic war on China?
<p>As the US election looms, President Joe Biden has announced huge new tariffs on Chinese electric vehicles and other green tech goods. Gideon Rachman sits down with Michael Froman, former US trade representative and the president of America's Council on Foreign Relations, to di ... Show More
31m 1s
May 2025
Ep. 2207 - Can Trump STOP World War III?
Russia, China, and Iran all threaten increased action as the Trump administration decides on a response; President Trump vacillates on tariffs against Europe; and the Big, Beautiful Bill meets opposition in the Senate.
Click here to join the member-exclusive portion of my show: ... Show More
1h 19m
Feb 2025
The Trump trade war begins
<p>Donald Trump hit Canada, Mexico and China with steep tariffs on Saturday, and oil and gas groups are relying more heavily on carbon offsets to reach climate targets. Plus, EU governments are exploring ways to include the UK and Norway in a “coalition of the willing” dedicated ... Show More
11m 39s