With war in the Middle East expanding geographically and geopolitically, the pressure point for energy markets has shifted from crude to refined products (diesel, gasoline, jet fuel, etc). My talk w/ @SquawkCNBC. www.cnbc.com/video/2026/07/31/strait-of-ho...
Daniel Yergin
92 Voos
Daniel Yergin
@DanielYergin
Author: The New Map: Energy, Climate & Clash of Nations - https://t.co/tabM3AxibC; The Quest; The Prize; Pulitzer Prize winner; Vice Chairman S&P Global
danielyergin.comIngressou em março de 2026
Pleased to join @PowerLunch to discuss new major @EnergySPG study. LNG set to be U.S.’ 2nd largest net-export industry in next 5 yrs. Meanwhile, nat gas prices for U.S. consumers to remain among lowest in the world. @SullyCNBC @KellyCNBC www.cnbc.com/video/2026/07/16/us-to-provid...
LNG is poised to be US’ 2nd largest net-export industry in next 5 years. Our new @EnergySPG study: LNG exports to support 555,000 jobs per yr and add $1.4 trillion to GDP by 2040. Meanwhile, domestic gas prices remain among lowest in the world. Read here: www.spglobal.com/en/research-insights/spec...
Oil markets continue to assess what the shape of a new normal in the Strait of Hormuz will look like, including the re-entry of unsanctioned Iranian crude into the market. My talk w/ @SquawkCNBC @BeckyQuick👇
Gasoline prices bring world affairs to the wallet like little else. When Americans fill up at the pump this summer, they are looking at the Strait of Hormuz, their country’s role in the world and the changes in global politics. My latest essay for @TIME: time.com/article/2026/06/20/fuelling-anxie...
The energy transition is proving to be more difficult, costly, and complicated than expected. It is time to rethink priorities, polices and investments in light of the complicated realities. My new article w/ Peter Orszag & Atul Arya in @ForeignAffairs. www.foreignaffairs.com/guest-pass/redeem/x...
The return of U.S. “Energy Dominance” factoring into wider conversations here at Davos about tariffs, taxes, the future of global trade and alliances, and the implementation of AI. My talk w/ @KellyCNBC and @CNBCTheExchange. #WEF2025 #WEF25 www.cnbc.com/video/2025/01/21/sp-globalas-...
What's special to me about my book, The Prize is the power of the story—part history, adventure story, geopolitical thriller, a tale of shrewd dealmakers & societal change. Now available in an unabridged audiobook. Snippet: www.simonandschuster.com/books/The-Prize/D...…
Once I was pitched the idea of writing a “history of the 20th Century.” In some ways, that is what my book, The Prize became. Thrilled it is now available in an unabridged audiobook (w/ a new epilogue read by me). Snippet: bit.ly/4avO555Order: www.amazon.com/Prize-Epic-Quest-Money-Powe...
I am so pleased to share that my book, The Prize is available for the first time in an unabridged audio book. Includes a new epilogue (read by me) on what has changed, what lessons endure—and why. Listen to a snippet: www.simonandschuster.com/books/The-Prize/D...…
So pleased to share that, for the 1st time, The Prize is available in an unabridged audiobook! Including a new epilogue read by myself on the enduring lessons that continue to shape our world. Listen to a snippet: www.simonandschuster.com/books/The-Prize/D...…
Pleased to join @SquawkCNBC to discuss new major @SPGlobal study. U.S. LNG exports poised to support nearly 500,000 U.S. jobs per year and add $1.3 trillion to GDP by 2040—while nat gas prices for U.S. consumers would remain among lowest in the world. www.cnbc.com/video/2024/12/18/u-s-lng-expo...
U.S. LNG export capacity is poised to double in next 5 yrs. Our new @SPGlobalstudy finds LNG exports would support nearly 500,000 jobs per year and add $1.3 trillion to GDP by 2040. Meanwhile, domestic prices remain among lowest in the world. Read Here: www.spglobal.com/en/research-insights/spec...
The OPEC+ decision to again push back planned production increase shows that demand (from China in particular) is the big question hanging over #oil markets right now. My talk w/ @cnbc here at #ADIPEC2024.
www.cnbc.com/video/2024/11/04/opec-very-re...
Honored to celebrate @USEnergyAssn‘s 100th Anniversary and to receive its Centennial Lifetime Achievement Award. My thanks to USEA and its staff for their ongoing commitment to knowledge, information and education across the entire energy spectrum. Here is to the next 100.
The #oil market is fixated on two places at once—almost schizophrenic. China (the global oil demand growth engine for past 2 decades) is slowing. At same time, geopolitical risk in the Middle East has the world holding its breath. @CNBC @SquawkStreet www.cnbc.com/video/2024/10/14/people-dont-...
The rise of the US as the world’s #1 energy producer has been such a profound rebalancing that many are still catching up to the reality. Pleased to join the debut episode of “Energized: The Future of Energy,” @gzeromedia’s new 5-part series. energized-the-future-of-energy.simplecast....
That oil markets have not preemptively priced in rising Middle East tensions says a lot about expectations for decelerating global demand, OPEC+ plans to up supply, the continued impact of US shale, and more. My latest talk w/ @SquawkCNBC www.cnbc.com/video/2024/08/06/sp-globals-d...
The lesson on the importance of energy security has been learned (and relearned) again and again. The energy transition can only proceed steadily and at scale if the lesson is heeded. www.spglobal.com/en/research-insights/feat...
For #oil markets, supply/demand is calling the shots & outweighing geopolitical risks. Demand set to hit record high in 2024, but supply growth (led by US, Canada, Brazil, etc) is higher still. My talk w/ @BeckyQuick @SquawkCNBC. 1/2 www.cnbc.com/video/2023/12/11/expect-downw...
OPEC+ cuts (not China econ growth) bolstering #oil prices right now. But strength of non-OPEC production the big surprise. Can meet global crude demand growth. US alone will add near 1 million b/d of production this year. My talk w/ @SquawkCNBC www.cnbc.com/video/2023/09/08/production-c...
Pleased to join @jonfortt and @CNBCTheExchange to discuss findings of our new @SPGlobal study on the outlook for critical minerals demand 1 yr after U.S. Inflation Reduction Act.
www.cnbc.com/video/2023/08/15/ev-demand-fo...
Demand for critical minerals and copper heats up 1 yr after Inflation Reduction Act. Our new @SPGlobal study shows demand materially higher by 2035 than what was projected pre-IRA.
Lithium: +15%
Cobalt: +14%
Nickel: +13%
Copper: +12%
Full Report: cdn.ihsmarkit.com/www/prot/pdf/0823/Impact...
Pleased to speak w/ @ccable & @stephenlpower for a wide-ranging discussion in the @BrunswickGroup Review on volatility in energy markets; History & future of #energytransition; “2nd age of globalization”; From “Big Oil” to “Big Shovels,” & more. (1/7) review.brunswickgroup.com/article/daniel-y...
(2/2) Meeting #NetZero by 2050 goals would double demand for #copper (aka the “metal of electrification”) by 2035. The world has never produced so much in such a short time. Our recent @SPGlobal study lays out the challenge.
Read it here: ow.ly/298o50JVAbB
“Big Shovel” will increasingly compete w/ “Big Oil” as mining ramps up to supply the vast increase in minerals for energy transition. But there remains a very big gap between Net Zero aspirations and the availability of supply. My latest in @WSJ. (1/2) www.wsj.com/articles/net-zero-will-mean-a-...
That’s a wrap for @CERAWeek 2023. Honored to be joined by Senators @lisamurkowski and @Sen_JoeManchin, Mayor @SylvesterTurner and others for our final day in Houston. A special thanks to all speakers and delegates. And to our #ceraweek team that makes it all come together!
Honored to be joined by the U.S. Sec. of Energy, the Hon. Jennifer M. Granholm (@SecGranholm) today at #CERAWeek. Day 3 just wrapped, capped off by an amazing Women in Energy dinner/dialogue. Likes and retweets summing it all up here. As always, follow @CERAWeek for it all.
#Putin attacks Russia oil #pricecap by quoting free market #MiltonFriedman: “if you want to create a shortage of tomatoes” put on a price cap and “instantly you have a tomato shortage. It’s the same with oil and gas.” My @wsj column ⬇️ (1/2)
www.wsj.com/articles/putin-cant-count-on-t...
Russia’s options to counter EU crude ban and U.S.-led price cap have been made more difficult by current #oil market conditions. My new @WSJ column on why Russian countermoves could even backfire:
www.wsj.com/articles/putin-cant-count-on-t...
The global #oil market is over. The stakes are going up and the battle between Russia and EU/G7 in a new era of a partitioned world oil market is beginning. My talk w/ @KellyCNBC and @CNBCTheExchange on an historic day for global energy.
www.cnbc.com/video/2022/12/05/u-s-has-geop...
“Winter is coming” and Putin is counting on it. Russian pipeline gas shipments to EU are⬇️70%. The race to secure supplies ahead of colder months is on. Today's @WSJ: @MStoppard and I on how energy has become Putin’s 2nd front in the battle for #Ukraine. www.wsj.com/articles/winter-in-europe-may-...
#Copper—the “metal of electrification”—is essential to the #energytransition. Meeting #NetZero by 2050 goals would double demand by 2035. The world has never produced so much in such a short time. Our new @SPGlobal lays out the challenge.
Read here: ow.ly/298o50JVAbB
The war in #Ukraine is beginning of end to several eras. EU: reliance on Russian energy; Russia: energy superpower status; World: globalization to fragmentation. My talk w/ @gideonrachman of Financial Times, @FT Rachman Review podcast.www.ft.com/content/47603d6d-b65e-4aae-9747...
EU ban of Russia #oil went from “impossible” to “likely” in just 2 months. How? Strategic stocks from EU, Japan & US adding crude to market; China COVID lockdowns; & US production poised for big increase this year. My talk w/ @DavidWestin @BloombergTV www.bloomberg.com/news/videos/2022-05-06/e...
Europe no longer trusts Moscow’s energy brand -- and what happens next. #Europe crude #oil ban imminent. But prepare for cut-off by #Russia. My article @ft www.ft.com/content/ca41d977-210c-467a-8744...
EU already determined to move away from Russia energy supply. Question was a matter of timing. Putin’s signal to use energy as a weapon (Poland, Bulgaria) adds motivation to EU to make that timeline even shorter. My talk w/ @NPRinskeep & @MorningEdition.
www.npr.org/2022/04/28/1095196786/experts-...
What once seemed undoable—banning Russian oil and gas sales in Europe—is becoming increasingly likely. But how? Will need to be done right if is going to work. My new column w/ @CarlosEPascual for @washingtonpost on just what it would take. @PostOpinions
www.washingtonpost.com/opinions/2022/04/14...
Russia’s days as an energy ‘superpower’ are receding. My sit-down w/ @WalterIsaacson and @AmanpourCoPBS for a deep dive on this, plus other ways that the invasion of #Ukraine is reshaping the global energy map.
youtu.be/Zh4cm3mWgHc
EU is at point of “no return.” It wants to be done w/ energy from Putin’s Russia. That will take some time and Russia can still export elsewhere. But its industry will deteriorate as result. It will be a lesser energy power. My talk w/ @AliVelshi & @msnbc www.msnbc.com/ali-velshi/watch/russia-s-oi...
The unfolding global energy crisis poses higher risks than the oil shocks of the 1970s, according to energy historian Daniel Yergin www.bloomberg.com/news/articles/2022-04-06... via @markets
Europe now views Russia as not just an unreliable oil/gas supplier, but an “unwanted” one at that. Assuming EU was just too dependent on Russia supply proving to be one of #Putin's major miscalculations of the #Ukraine invasion. My talk w/ CNBC @PowerLunch www.cnbc.com/video/2022/03/21/short-athe-b...
Putin’s #Ukraine invasion will turn Russia into a “Reduced Energy Power” (no longer an Energy Superpower) & undo the internationalized economy he has been building for 20+ yrs. For the West: a rediscovery of energy security. My article for @TheEconomist.https://www.economist.com/by-invitation/2022/03/16...
The world could be on the brink of an energy crisis rivaling the 1970s, says IHS Markit's Yergin cnb.cx/35sbnN0
How tight energy markets gave Putin leverage and are causing a rethink on the importance of energy security and the risks of “preemptive underinvestment” in new resources.
My Q&A w/ @andrewrsorkin. @NYTimes @dealbook www.nytimes.com/2022/02/26/business/dealbo...
Current Ukraine tensions underscoring the importance of US shale production. One of the few stabilizers for tight oil markets and an alternate source of LNG to EU and elsewhere. My talk w/ @JackOtter and the Barron’s Roundtable. @FoxBusiness video.foxbusiness.com/v/6294523332001
The strain on global supply chains is not only disruptive, it’s historic. A new comprehensive review across industries by @IHSMarkit experts—shipping, manufacturing, autos, energy, agribusiness, labor & more—explains why it will continue into 2022.
ihsmarkit.com/Info/0122/great-supply-chain...
Tight gas & coal markets beget higher oil prices. Price of LNG landing in EU equal to $200 per barrel. Result: higher demand for crude ($80+/barrel today) for power generation. Unpacking energy crisis collateral effects w/ @DavidWestin @BloombergTV.
www.bloomberg.com/news/videos/2021-10-11/o...