Odd Lots Daniel Yergin on What Happened to the Energy Transition
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Oct 24, 2025 
Daniel Yergin, Vice Chairman of S&P Global and Pulitzer Prize-winning author, brings his expertise to discuss the shifting landscape of energy. He explores the realities behind the slowed progress towards net-zero, revealing the renewed dominance of natural gas and coal. Yergin highlights the tension between technological advancements and the slow pace of energy infrastructure, while also addressing how U.S. shale has reshaped global markets. He offers insights into China’s oil stockpiling motives, the rise of LNG exports, and the evolving dynamics of clean energy funding.
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Net-Zero Timeline Has Slipped
- The 2050 net-zero timeline has moved further away as energy realities reassert themselves.
- You cannot rapidly rewire a $115 trillion global economy from hydrocarbons to renewables.
Tech Meets Energy, Revealing Supply Lag
- Tech demand and energy sectors now collide, exposing cultural and timing gaps between them.
- Gas turbines are sold out and delivery times pushed far into the next decade, showing supply lag.
Fix Permitting And Transmission First
- Prioritize permitting and transmission reform to actually connect new wind and solar to the grid.
- Build projects where transmission access and economics make them competitive without perpetual subsidies.
