4.6 • 854 Ratings
🗓️ 29 September 2021
⏱️ 27 minutes
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Pulitzer prize winning author and renowned expert in energy and international relations returns to the show to discuss the state of energy markets and his book The New Map: Energy, Climate, and the Clash of Nations . Topics include: surging oil prices, natural gas shortages, China’s energy crunch, and more.
Stocks Mentioned: TSLA, BP
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0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
0:20.4 | And we're talking energy. And today we're talking Tech. Let's dive in. |
0:24.3 | Welcome Industry Focus. I'm Nick Saipold. Today I'm excited to welcome IHS |
0:30.4 | market vice chairman, renowned energy expert, and Pulitzer Prize winning author Daniel Jorgen back to the podcast. |
0:36.0 | Mr. Yorgen last joined us on the podcast roughly a year ago |
0:38.8 | to discuss his most recent book, The New Map, Energy, Climate, |
0:42.0 | and The Clash of Nations, where he sets forth his framework |
0:44.7 | for the energy market's future. |
0:45.9 | Well, a lot has changed in the last year, which is why the new map is now available in |
0:49.3 | paperback with a new updated epilogue and why we're excited to have Mr. Yorgon back here with us to share his thoughts on what's happened in the energy industry over the last year. |
0:57.2 | Daniel Yorgon, welcome back to Industry Focus. |
0:59.1 | Well, thank you, Nick. |
1:00.1 | It's really great to be back with you and your audience. |
1:03.7 | Great to have you hear, lots to talk about. |
1:07.2 | Just off the bat, I wanted to pull a quote from your new epilogue, you say, quote, |
1:10.4 | geophysical maps change very slowly, but political, technical and economic maps can change very quickly, |
1:16.0 | revealing new topographies that present multiple challenges and need to be traversed with care and thought. |
1:20.5 | And you say that's the terrain we're in today. So if you look out over the past year or so, |
1:25.5 | what would you say is the biggest change to the map for energy that you've seen? |
1:30.4 | The biggest change in the map of energy is what happened to prices. |
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