The global energy landscape is shifting right now. Geopolitical tensions in the Middle East, debates about peak oil demand, and waning support for climate action in some parts of the world are challenging long-held assumptions about the pace and scale of the energy transition.

Confronting these complex challenges requires an understanding of the forces that drive energy markets and prices. 

So where is global energy consumption headed? Are reports of oil's demise exaggerated? And as countries prioritize energy security and economic growth, what does "pragmatism" really mean for the energy transition?

This week, Jason Bordoff speaks with Arjun Murti about the state of global energy markets and of the energy transition.

Arjun is a partner with Veriten, an energy research and investment firm. He also publishes the Super-Spiked newsletter. Previously, Arjun served as co-director of Americas equity research for Goldman Sachs. Prior to that, he was a buy-side equity research analyst at J.P. Morgan Investment Management. He also serves on the Center on Global Energy Policy advisory board.

Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O’Connor, Caroline Pitman, and Kyu Lee. Engineering by Sean Marquand. Stephen Lacey is executive producer.