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Daniel Yergin @DanielYergin

Author: The New Map: Energy, Climate & Clash of Nations - amzn.to/3hnySbC; The Quest; The Prize; Pulitzer Prize winner; Vice Chairman S&P Global

Joined October 2012
  • Posts 1,345
  • Following 173
  • Followers 43,673
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Daniel Yergin@DanielYergin
15 Sep 2020
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.
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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👇
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cnbc.com/video/2026/06/24/sp…

S&P Global's Dan Yergin: $70-$85 seems like a reasonable range for oil prices

Dan Yergin, S&P Global vice chairman, joins 'Squawk Box' to discuss the state of crude prices, gasoline price trends, impact of the Iran war, and more.

cnbc.com
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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 Anxiety: What Gas Prices Tell Us About America and the World

The war in Iran has showed how the price of gas weighs not just on people’s wallets, but also on our national mind—as it has for decades.

time.com
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Daniel Yergin reposted
PBS News
@NewsHour
Jun 5
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.
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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.👇
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cnbc.com/video/2026/06/05/ir…

Iran war impact on oil supply and inventories will show in July, says S&P Global's Dan Yergin

Dan Yergin, S&P Global vice chairman, joins 'Power Lunch' to discuss the status of the energy complex, China's oil surplus and much more.

cnbc.com
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wsj.com/opinion/energy-marke…

Opinion | Energy Markets Limit the Hormuz Shock

The world’s supply of fuel is much more diversified than it was during the energy crises of the 1970s.

wsj.com
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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.👇
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wsj.com/opinion/energy-marke…

Opinion | Energy Markets Limit the Hormuz Shock

The world’s supply of fuel is much more diversified than it was during the energy crises of the 1970s.

wsj.com
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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 👇
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bridgewater.com/research-and…

Pulitzer Prize Winner Dan Yergin on How the Iran War Is Reshaping the Energy Map, and the Race to...

Energy expert Dan Yergin joins Bridgewater’s Atul Lele, Head of Portfolio Strategists, and Ian Singer, Head of Commodities, to unpack the return of energy security and how the AI build-out will be...

bridgewater.com
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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…

We've lost about 1.2 billion barrels of oil so far from Hormuz closure: S&P Global's Dan Yergin

Dan Yergin, S&P Global vice chairman, joins 'Squawk Box' to discuss the state of global oil markets, impact of the Strait of Hormuz closure on oil prices, oil price outlook, and more.

cnbc.com
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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 👇
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Apple: links.profgmedia.com/48IKZvK Spotify: links.profgmedia.com/4tiKqjI Youtube: links.profgmedia.com/4ur48ur

Prof G Markets

Investing Podcast · Updated Weekly · Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI.  Hosted by Scott Galloway and Ed Elson, we...

podcasts.apple.com
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The nightmare scenario for oil markets (closing the Strait of Hormuz) is now seeing daylight. So far, most acute impacts vary across different regions and markets. But they are spreading. My in-depth talk w/ @WalterIsaacson & @AmanpourCoPBS youtube.com/watch?v=hbp2iO7m…

Russia, China, and Iran: The Future of Global Energy in a World at...

Both the U.S. and Iran are choking off the Strait of Hormuz, a cruc...

youtube.com
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World events have thrust energy security & diversification of supply to top of the global agenda. My talk about the issues that will be in sharp focus when global energy leaders gather for our @CERAWeek conference next week. @CNBC @PowerLunch cnbc.com/video/2026/03/16/ir…

Iran war puts more emphasis on energy exploration for supply diversity, says S&P Global's Dan Yergin

Dan Yergin, S&P Global vice chairman, joins 'Power Lunch' to discuss the state of play with the conflict in Iran as it relates to the oil complex, how this conflict changes American oil producer's...

cnbc.com
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The global oil and gas system is more resilient and diversified than it has been for decades. On other hand, nothing compares to the scale of current disruption in the Middle East. Much depends on the duration of the conflict. My talk w/ @business bloomberg.com/news/videos/20…

Watch Energy Markets Face 'Nightmare Scenario' If War Drags On, Yergin Says - Bloomberg

Vice Chairman of S&P Global and Pulitzer Prize-winning author Daniel Yergin discusses the escalating conflict in the Middle East and its potential long-term impact on global energy markets with...

bloomberg.com
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The war in Iran has caused the biggest disruption in oil production in history. Whether it becomes the long-feared “nightmare scenario” for energy markets (and the global economy) now depends on the duration of the conflict. My @FT column: ft.com/content/5a74c0f8-1cf2…

Is the nightmare scenario for global energy here?

The Iran crisis is unfolding in a world in which oil and gas supplies are more diversified than in previous decades

ft.com
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Expectations of a possible US strike on Iran—currently oscillating between wait-and-see and watchful anticipation—have introduced a risk premium into an otherwise well-supplied oil market. My talk w/ @KellyCNBC @CNBCTheExchange cnbc.com/video/2026/02/19/oi…

Oil market is waiting for military conflict with Iran, says S&P Global's Dan Yergin

Dan Yergin, S&P Global vice chairman, joins 'The Exchange' to discuss the rising tensions between the U.S. and Iran, the demands placed on Iran and much more.

cnbc.com
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The world will need 50% more copper by 2040. Big question whether supply can keep up w/ accelerating demand from electrification, AI, defense and more. My talk w/ @CNBC @KellyCNBC about our major new @SPGlobal study. cnbc.com/video/2026/01/08/wo…

World will need 50% more copper than we have today: S&P Global's Yergin

CNBC's "The Exchange" team discusses global demand for copper amid the AI boom, market outlook and more with Daniel Yergin of S&P Global.

cnbc.com
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