Traci Alloway

One thing seems very certain, which is if you compare where we are now to, say, I don't know, 2018 or 2019 before the pandemic.

Yeah.

It just feels so different.

If you think about that energy environment, it was all about, you know, cheap U.S.

shale.

It was about lots of money flowing into green energy and ESG and aiding the energy transition.

Russian gas was going to power Europe for pretty much forever.

And now we are just in a very different world.

So the long term trajectory of the energy transition.

layout.

Let's put it that way.

It seems to have been altered, like no matter what happens immediately with Iran.

And who do we call when we want to talk about longer term structural changes in global energy markets?

Only one name.

So I'm very happy to say that we do, in fact, have the perfect guest again.

He's coming back on the podcast, Daniel Yergin.

He is, of course, vice chairman of S&P Global.

He's the author of The Prize, The Epic Quest for Oil, Money and Power, basically the book that

on oil history, as well as the new book, The New Map, Energy, Climate, and the Clash of Nations.

So Dan, thank you very much for coming back on the podcast.