OPEC+ cuts (not China econ growth) bolstering #oil prices right now. But strength of non-OPEC production the big surprise. Can meet global crude demand growth. US alone will add near 1 million b/d of production this year. My talk w/ Squawk Box cnbc.com/video/2023/09/…

A war in the Middle East typically sends #oil prices soaring. Not this time (unless conflict spreads). Three reasons why: (1) the shale revolution (2) new market psychology (3) a transformation in the politics of oil My new The Wall Street Journal column⬇️ wsj.com/client/auth?st…

“Oil is literally about $9 lower than the day before Hamas invaded Israel, which tells you that there is no geopolitical fear premium in the price at all,” says S&P Global Vice Chair Daniel Yergin on oil markets plunging. “Markets are focused on the economy.”

As we look ahead to #CERAWeek 2024 (March 18-22, Houston), I sat down w/ S&P Global Commodity Insights Chief Energy Strategist Atul Arya to discuss this year’s theme, “Multidimensional Energy Transition: Markets, climate, technology and geopolitics.” Available here: okt.to/GHFE52

The lesson on the importance of energy security has been learned (and relearned) again and again. The energy transition can only proceed steadily and at scale if the lesson is heeded. spglobal.com/en/research-in…

Looking ahead to #CERAWeek 2024 next week. My talk with Brian Sullivan about energy security, the challenge of supplying electricity to meet the coming demands of the AI revolution, and other key themes at this year’s conference. The Exchange cnbc.com/video/2024/03/…

What’s Stabilizing Oil Markets in an Era of Unprecedented Turmoil? My conversation with @PattiDomm in Barron's barrons.com/articles/energ… via @BarronsOnline

Tomorrow marks the 80th anniversary of D-Day (June 6, 1944). However, the Allied invasion of Normandy almost began one day earlier if not for one thing—weather. Excerpt from my book, The Quest: linkedin.com/pulse/d-day-da…

In a US presidential election where the economy and prices rank among the top issues for voters, the price that matters most may be that political perennial – the one at the gas pump. My latest column in Financial Times ft.com/content/91f2fb…

New S&P Global study: The US ranks next to last in time it takes to develop mines for lithium, cobalt, copper etc – an average of 29 years from discovery to production. Reconciling surging demand w/ supply a fundamental challenge for energy transition. press.spglobal.com/2024-07-18-Uni…

The World Feels Unstable. How to Invest for Deglobalization. barrons.com/articles/trump… via @BarronsOnline

A fun Friday post from my personal archives: #TBT to my Radio Times interview w/ #StarTrek creator Gene Roddenberry and the turbulent origin story of a franchise that—a dozen series, 13 films and counting later—continues to “live long and prosper.” linkedin.com/pulse/how-gene…

That oil markets have not preemptively priced in rising Middle East tensions says a lot about expectations for decelerating global demand, OPEC+ plans to up supply, the continued impact of US shale, and more. My latest talk w/ Squawk Box cnbc.com/video/2024/08/…

The rise of the US as the world’s #1 energy producer has been such a profound rebalancing that many are still catching up to the reality. Pleased to join the debut episode of “Energized: The Future of Energy,” GZERO Media’s new 5-part series. …d-the-future-of-energy.simplecast.com/episodes/pulit…