Pulitzer Prize Winner Daniel Yergin on How the Energy Landscape Is Changing
February 6, 2025
When investors look at the key shifts happening around the world today—from the rise of artificial intelligence, to modern mercantilism, to the Trump administration’s policy agenda—it’s notable that many of them will directly impact energy markets. With that in mind, we’re sharing a conversation that senior portfolio strategist Atul Lele recently had with Daniel Yergin, one of the world’s leading energy experts and a regular guest on our podcast.
Dan is vice chair at S&P Global and the author of several books, including The Prize: The Epic Quest for Oil, Money, and Power, which won a Pulitzer Prize, and The New Map: Energy, Climate, and the Clash of Nations. His forthcoming article in Foreign Affairs focuses on how to rethink the energy transition. In this podcast, Dan and Atul discuss how the energy landscape has changed over the past few years. They scan across countries, touching on both supply and demand, and explore the implications for investors.
Editor’s note: The views of external guests do not necessarily reflect the views of Bridgewater.
Dan is vice chair at S&P Global and the author of several books, including The Prize: The Epic Quest for Oil, Money, and Power, which won a Pulitzer Prize, and The New Map: Energy, Climate, and the Clash of Nations. His forthcoming article in Foreign Affairs focuses on how to rethink the energy transition. In this podcast, Dan and Atul discuss how the energy landscape has changed over the past few years. They scan across countries, touching on both supply and demand, and explore the implications for investors.
Editor’s note: The views of external guests do not necessarily reflect the views of Bridgewater.