Shifting geopolitics of energy during pandemic, trade wars and supply abundance

The fallout from the coronavirus pandemic and a host of other global tensions and trade conflicts brewing in recent months have heightened geopolitical risks to energy trade.

Harvard University professor Meghan O'Sullivan shares what she sees as the top geopolitical themes likely to persist beyond the pandemic.

O'Sullivan is the director of the Geopolitics of Energy Project at Harvard's Kennedy School of Government. She was a special assistant to former US President George W. Bush and a deputy national security adviser.

She sees three main themes dominating: global energy abundance, the interconnectedness of oil markets and efforts to accelerate the energy transition.

We also talked about whether a stunted US shale sector will weaken the impact of US sanctions and other foreign policy, the US' role around OPEC+ talks, and a potential decoupling of the US and China.