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Daniel Yergin

๐Ÿ‘ค Speaker
1365 total appearances

Appearances Over Time

Podcast Appearances

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

So I think that builds it in.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Well, absolutely.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Certainly, we had a big mining track there and more of that now.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Robots, by the way, are also copper.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Yeah, right.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Which goes back to this whole question about this kind of potential gap in copper supplies that you need for electrification.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Again, supply chains.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

back on the table in a different version.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

But of course, the question there is, what does it do to jobs?

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

What does it do to efficiency?

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

And I think every CEO was talking about how we're applying AI in all these different cases in our companies.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

And probably there's the same anxiety about jobs there, what the future of work will be that you see generally reflected and we'll probably hear more about as we go into the November midterm elections.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

I believe that's the movie script that you're working on right now.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

I think I see your movie where the robots go down there and they're reproducing themselves.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Yeah, yeah.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

They've got to get that copper so they can make more robots.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

Yeah.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

I think there's one other thing that's important to talk about, which is, you know, assuming that we are going to go into a stabilization and a more ceasefire, et cetera, how long does it take to actually recover from this?

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

And I think this goes back, Tracy, to your comments about inflation.

Odd Lots
Daniel Yergin Sees a 'Different World' Emerging After the Hormuz Crisis

This is not something that's solved overnight.