The Iran Shock Is Not Over: A Conversation With Jason Bordoff and Meghan L. O’Sullivan

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When Iran closed the Strait of Hormuz six months ago, the world seemed on the verge of an energy crisis that would upend economies, governments, and much else. It was, as Meghan O’Sullivan and Jason Bordoff pointed out in Foreign Affairs at the time, the largest disruption of global energy flow in history. The world’s ability to manage that disruption has been surprising—the crisis many expected has not come. But in just the last few years, Russia’s invasion of Ukraine, the fits and starts of the green transition, and the AI buildout have remade energy markets and the politics undergirding them—and shown energy to be a devastating economic weapon. Bordoff and O’Sullivan have mapped out this…