Odd Lots Daniel Yergin on What Happened to the Energy Transition
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Oct 24, 2025 
Daniel Yergin, Vice Chairman of S&P Global and Pulitzer Prize-winning author, brings his expertise to discuss the shifting landscape of energy. He explores the realities behind the slowed progress towards net-zero, revealing the renewed dominance of natural gas and coal. Yergin highlights the tension between technological advancements and the slow pace of energy infrastructure, while also addressing how U.S. shale has reshaped global markets. He offers insights into China’s oil stockpiling motives, the rise of LNG exports, and the evolving dynamics of clean energy funding.
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Fix Permitting And Transmission First
- Prioritize permitting and transmission reform to actually connect new wind and solar to the grid.
- Build projects where transmission access and economics make them competitive without perpetual subsidies.
U.S. LNG Shifted Geopolitical Leverage
- US LNG exports reshaped geopolitics by denying Russia leverage over Europe.
- American shale transformed energy influence and constrained Putin's energy weapon.
Putin Shouted About Shale In 2013
- Daniel Yergin recounts being shouted at by Vladimir Putin over shale at a 2013 forum.
- Putin called shale "barbaric" and warned it would poison people, foreshadowing later energy rivalry.
