As fossil fuels face growing competition from renewables, a new global order is emerging. A world of powerful 'petrostates' and rising 'electrostates' where energy security, industrial power and geopolitics are becoming deeply intertwined. What does that mean for the US, China, Russia, the Gulf and Europe? To discuss this, I’m joined by Tatiana Mitrova, a Global Fellow at Columbia University’s Center on Global Energy Policy.