C.O.B. Tuesday

"The Troubled Energy Transition" Featuring Dr. Dan Yergin, S&P Global

14 snips
Feb 26, 2025
In this captivating discussion, Dr. Dan Yergin, Vice Chairman of S&P Global and Pulitzer Prize-winning author, shares his profound insights into the evolving energy landscape. He delves into the delicate balance between energy security and economic growth amidst the global energy transition. Yergin also reflects on the influence of current U.S. policies and the stark contrasts between energy priorities in developed versus developing nations. Additionally, he previews key themes for the upcoming CERAWeek, emphasizing the geopolitical implications of today's energy challenges.
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INSIGHT

Geopolitics and Energy Transition

  • Conventional energy transition thinking clashes with geopolitical realities, like great power competition with China.
  • China dominates renewable energy production and mineral processing, creating tension.
INSIGHT

Overemphasis on Decarbonization

  • The world overemphasized decarbonization, neglecting other crucial aspects of energy security and economic growth.
  • This was influenced by COVID, a lack of developing world voices, and a return to energy security.
INSIGHT

Electricity Security

  • Electricity reliability is becoming a major energy security concern, especially with data centers' growing demand.
  • Increased natural gas usage for power generation is likely in the U.S. to address this.
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