Author: The New Map: Energy, Climate & Clash of Nations - https://nitter.cf/t.co/tabM3AxibC; The Quest; The Prize; Pulitzer Prize winner; Vice Chairman S&P Global
Joined October 2012
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From its beginnings writing longhand on dozens of legal pads, to innumerable manuscripts and now the finished product, I am so pleased to share my latest book, #TheNewMap (bit.ly/3fawpiD) out today from @penguinpress.
Energy shocks + El Niño are creating the ingredients for a potential global food crisis and inflation. My talk w/ @CNBC @PowerLunch today about new @SPGI analysis revealing the fundamental nexus of energy, fertilizers and food.
VIDEO: youtu.be/XCOUTsp4AhI?si=bB5v…
Read the full S&P Global Institute report here: spglobal.com/en/research-ins…
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. cnbc.com/video/2026/07/31/st…
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 cnbc.com/video/2026/07/16/us…
Read the full @EnergySPG study👇
· LNG to be US’ 2nd largest net-export industry in next 5 years
· LNG exports to support 555,000 jobs per yr and add $1.4 trillion to GDP by 2040
· US domestic gas prices will remain among lowest in the world
spglobal.com/en/research-ins…
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: spglobal.com/en/research-ins…
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/…
Daniel Yergin retweeted
As U.S.-Iran talks show little sign of progress, commercial traffic through the Strait of Hormuz remains sharply reduced, raising concerns about global energy markets and supply chains.
@GeoffRBennett speaks to Daniel Yergin, vice chairman of S&P Global, about what a prolonged disruption might mean.
Appreciated unpacking my new WSJ column w/ @SullyCNBC. The global energy system is far more diversified than the 1970s. That (plus US & China inventories) have so far mitigated a potentially catastrophic energy shock. But peak summer season shaping up to be a critical juncture.👇
My new @WSJ column: The closure of the Strait of Hormuz has revealed how much has been learned about energy security since the 1970s oil crises. The global energy system is far more diversified now, mitigating (so far, at least) what could have been a catastrophic energy shock.👇
My recent dialogue w/ Bridgewater Associates on how the Iran war and the race for AI are reshaping the global energy map (and the global economy) in a world where capital intensity, strategic competition and security concerns are rebalancing priorities. Listen 👇
The Strait of Hormuz closure has taken a combined 1.2 billion barrels out of the oil market so far. Inventories that have (somewhat) cushioned the blow are now getting low. My talk w/ @andrewrsorkin @SquawkCNBC on what lies ahead. cnbc.com/video/2026/05/18/we…
With the closure of the Strait of Hormuz now into its 3rd month, I sat down for a wide-ranging discussion with @ProfGMarkets on the reverberations from the largest disruption in history of oil markets, and where we go from here. @edels0n @profgalloway
Watch/Listen 👇
Apple: links.profgmedia.com/48IKZvK
Spotify: links.profgmedia.com/4tiKqjI
Youtube: links.profgmedia.com/4ur48ur
