The Energy Question

The Energy Question


The Energy Question: Episode 89 - Daniel Yergin, Vice Chairman of S&P Global

March 27, 2024

In Episode 89 of The Energy Question, David Blackmon talks with S&P Global Vice Chairman Daniel Yergin, author of "The New Map," "The Quest," and "The Prize."


Highlights of the Podcast


01:06 - Ceraweek this year

01:27 - The energy industry

03:50 - The Return of Energy Security

06:13 - Russia's invasion of Ukraine

07:15 - The world's largest exporter of LNG

09:37 - Russian gas had a competitor

11:29 - Prime Minister Modi of India

14:17 - EVs in the United States

15:20 - The whole energy transition question

16:34 - The American automobile makers other than Tesla

19:10 - Tesla might never have happened

21:16 - Disadvantage Chinese cars

23:09 - The Houthi rebels in Yemen

24:09 - The amount of Atlantic Ocean

26:08 - Guyana and Suriname developments

27:04 - A multi-dimensional energy transition


In this episode, Dan provides a preview of the upcoming CERAWeek conference in Houston, and also gives us his views on the following major topics of the day:


 - The vital importance of the maintenance of energy security in the US and globally;


 - Reasons why developing nations insist on continued, growing reliance on fossil fuels;


 - The status of the energy transition;


 - The importance of US LNG, and the potential impacts from the Biden decision to "pause" permitting of new export facilities;


 - The situation in the Middle East and its impacts on oil supplies, trade routes and prices;


 - And more.


Enjoy!


Books by Daniel Yergin: https://www.amazon.com/stores/Daniel-Yergin/author/B000APBBPI?ref=ap_rdr&isDramIntegrated=true&shoppingPortalEnabled=true


Dan's piece on Energy Security: https://www.spglobal.com/en/research-insights/featured/special-editorial/look-forward/the-return-of-energy-security


CERAWeek Home Page: https://ceraweek.com/about/index.html