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Dr. Daniel Yergin

Vice Chairman, S&P Global · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

authoranalystexecutiveacademicfounder@DanielYergin ↗danielyergin.com ↗Wikipedia ↗

Daniel Yergin is an authority on energy markets and geopolitics, known for authoring the Pulitzer Prize-winning book The Prize. He co-founded Cambridge Energy Research Associates and serves as Vice Chairman of S&P Global.

30statements → 20claims → 16claims resolved → 75%fully supported → 3.83/5average certainty → 1.93/5average debate potential →

12 supported 2 partly supported 2 contradicted 4 not checkable as stated how the 20 claims stand · each chip opens the sources

5 predictions · 15 assertions · 3 opinions · 7 insights · every statement was checked. The predictions and assertions are the 20 claims: statements the public record can support or contradict. 16 are resolved, and 4 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Dr. argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Yergin: European wholesale power costs will exceed $1 trillion in 2022
“Typically, the European wholesale electric power costs are a hundred to hundred and fifty billion dollars. This year, they'll be over a trillion dollars.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 14:04 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?

Their most notable contradicted claim

Assertion Contradicted
Yergin: IRA provides 5x tax credits for using union labor
“Five times the tax credits if you use union rather than non-union labor.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 23:08 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
0% certainty 3
87% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

Everything Dr. Daniel Yergin said on Catalyst that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Supported
Yergin: Europe consumed 40% of Russian gas and half its oil exports
“Russia was supplying 38 to 40% of Europe's gas. Half of Russia's oil exports went to Europe.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 18:24 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Assertion Supported
Yergin: Net-zero supply chains flow through China via solar and battery dominance
“So many of them flow through China because of its dominance of solar panel manufacturing, its dominance of lithium ion batteries, etc.,”
Dr. Daniel Yergin Sep 22, 2022 ▶ 27:48 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Insight
Yergin: Energy security requires supply diversification, which adds unavoidable costs
“But I think the dominant theme of energy security, I think, always goes back to what Winston Churchill said when he converted the Royal Navy from coal to oil on the eve of the First World War. Safety said lies in variety and variety alone. In other words, dive…”
Dr. Daniel Yergin Sep 22, 2022 ▶ 31:39 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Assertion Supported
Yergin: Electric vehicles require 2.5 times more copper than gas cars
“They said they had to be electric cars, but electric cars are two and a half times more copper.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 45:58 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Assertion Partly supported
Yergin: China smelts 42% of the world's copper
“We're back to China, where 42% of world copper is smelted.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 48:24 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
Assertion Supported
Yergin: US copper production has declined by half
“I mean, U.S. Copper production has gone down by half.”
Dr. Daniel Yergin Sep 22, 2022 ▶ 51:02 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?

Appearances (1)

EpisodeDateSpeaking time
Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire? Sep 22, 2022 29m
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