Welcome to the third annual installment of my conversation series with the great Dan Yergin, the Pulitzer-prize winning author of The Prize and a world-renowned guru on a variety of important topics, including trends in the energy market and geopolitics. Dan is also the author of the 2020 bestseller, The New Map: Energy, Climate, and the Clash of Nations, and is a vice-chairman of S&P Global. He is a former longtime board member of the Council on Foreign Relations (where I am a member) and is a senior trustee of the Brookings Institution. 

Back in 2021, we discussed the looming challenge with electric cars, decarbonization, and the looming energy crisis. Last year, I chatted Dan up about the possible return of high gasoline prices. This year, for some light beach reading, we talked about a topic that will surprise most of you: electricity, and whether we generate enough of the stuff, given the increasing demand from data centers, A.I., and electric vehicles. It’s quite a reversal from conventional wisdom.