Daniel Yergin
Showing 1–3 of 3 transcripts.
- Milken Institute59 min
Critical Minerals, Critical Risks: Securing Supply Chains | Global Conference 2025
Daniel Yergin, Frank Fannon, Nicholas Myers, Kei Onishi, Vandita Pant, Nick Myers
Driven by surging demand from AI infrastructure and electrification, the global market faces a critical supply gap that requires doubling copper production by the mid-2030s. While China currently dominates rare earth output and smelting capabilities, emerging U.S. ventures like Phoenix Tailings are leveraging zero-emission technologies to process industrial waste and secure supply chains. Strategic investments from major automakers and corporate venture arms are accelerating domestic refining and exploration, yet the sector remains constrained by decades-long permitting cycles and a massive infrastructure funding deficit.
- Milken Institute28 min
A Conversation with the President of Paraguay H.E. Santiago Peña | Global Conference 2025
Under President Santiago Pena's leadership, Paraguay has secured a positive credit outlook from S&P Global and a diversified economy driven by industrial growth and renewable energy exports. The government's strict "no shortcuts" fiscal policy and simplified tax regime have stabilized currency and attracted major foreign investment, particularly from Brazil's manufacturing sector and global tech firms seeking data center connectivity. As the nation pursues OECD membership and expands trade agreements with the EU and UAE, it positions itself as a top-performing Latin American economy with significant potential for green hydrogen and digital infrastructure development.
- Milken Institute59 min
Energy Transition to Energy Addition | Global Conference 2025
Daniel Yergin, Mohammad Abunayyan, Mohamed Al Hammadi, Ana Cabral Gardner, Amos Hochstein, Vineet Mittal
A high-level panel of energy leaders and policymakers warns that global energy discourse has pivoted from "transition" to "addition" as AI-driven demand accelerates, exposing critical bottlenecks in grid infrastructure and supply chain resilience. Key figures from the US, Middle East, India, and mining sectors agree that meeting these surging needs requires a diversified portfolio combining nuclear baseload, natural gas, and renewables while avoiding a "race to the bottom" in critical mineral standards. Strategic outcomes emphasize immediate investment in grid modernization, off-grid data center solutions, and an "alliance network" to decouple from single-source dependencies without triggering geopolitical isolation.