Daniel Yergin

Daniel Yergin won the Pulitzer Prize for "The Prize: The Epic Quest for Oil, Money, and Power" (1991), which became the definitive history of the oil industry. He co-founded Cambridge Energy Research Associates (CERA), later acquired by IHS and then S&P Global, where he serves as vice-chairman. His subsequent books include "The Commanding Heights" (with Joseph Stanislaw) and "The New Map" (2020), analyzing the new energy order. Yergin is regularly consulted by governments, central banks, and energy companies on supply, price, and transition scenarios. His analytical framework places oil price dynamics in their full geopolitical, technological, and economic context — tracing the interplay between OPEC decisions, US shale productivity, demand growth in Asia, and the accelerating energy transition — providing energy investors and policymakers with a historically grounded perspective that is difficult to replicate through quantitative models alone.