Daniel Yergin on What Happened to the Energy Transition

In this episode of the Odd Lots podcast, hosts Tracy Alloway and Joe Weisenthal interview Dan Yergin, an energy expert and author, about the current state of energy insecurity, the complexities of the energy transition, and the geopolitical factors influencing the oil market. They discuss the challenges of renewable energy adoption, the resurgence of natural gas, China's role in energy demand and stockpiling, and the potential for new technologies like nuclear and geothermal. The conversation also explores the impact of U.S. energy policy, the cyclical nature of the oil industry, and the strategic importance of energy security in a changing world.