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The World According to Yergin

Welcome to the fourth annual State of the Energy Markets conversation with my friend Dan Yergin, Pulitzer Prize–winning author and vice chairman of S&P Global.

Dan Yergin
The companies spending tens of billions on data centers “need to assure themselves of having reliable power,” says Dan Yergin. “That’s a wager on nuclear as being part of that solution.” Photo: Jason Alden/Bloomberg/Getty Images
William D. Cohan
July 23, 2025

Dan Yergin, the Pulitzer Prize–winning author of The Prize and vice chairman of S&P Global, recently sat down at my kitchen table in Nantucket for a wide-ranging conversation on the latest machinations in the energy market. Dan, a renowned industry thought leader, had just returned from a global sojourn that took him to the Middle East, Japan, Singapore, and Malaysia. He was brimming with insights. The conversation marked our fourth annual symposium on the topic—a summer rite of passage here at Puck.