Exploring the Future of Energy with Daniel Yergin

Navigating Our World

In our latest episode, Dr. Daniel Yergin—a leading global authority on energy, economics and geopolitics, and Pulitzer Prize-winning author—sits down with Brown Advisory’s Jane Korhonen to discuss the future of energy, and how that future may shape innovation, international relations and the economy in the years ahead. The stakes are high: Climate change is creating an urgent need for a lower-carbon economy, and the incoming Biden administration will face the daunting challenge of reigniting the U.S. economy in the wake of the pandemic, and energy may be a critical catalyst of that recovery.

We are grateful to Dr. Yergin for sharing his insights with us. The episode also includes a follow-up conversation between Jane and Brown Advisory’s Chief Investment Officer, Paul Chew, in which they discuss some of the implications for investors.

Guest:
Daniel Yergin, Ph.D. Pulitzer Prize-winning Author and Vice Chair, IHS Markit

Host:
Jane Korhonen, CFA
Portfolio Manager, Brown Advisory

Paul Chew, CFA
Chief Investment Officer, Brown Advisory

Background Reading

• The New Green Energy Giants Challenging Exxon and BP, The Wall Street Journal, December 11, 2020 (subscription)
• Progress and Potential for Electric Vehicles to Reduce Carbon Emissions, Resources for the Future, December 8, 2020
• The New Energy Giants are Renewable Companies, Bloomberg, November 30, 2020 (subscription)
• Coronavirus Pandemic Speeds Shift to Cleaner Energy; The Wall Street Journal, October 13, 2020 (subscription)
• Beijing is Winning the Clean Energy Race, Foreign Policy, October 2, 2020
• The New Map: Energy, Climate and the Clash of Nations, Daniel Yergin, Ph.D., 2020
• The Prize: The Epic Quest for Oil, Money & Power, Daniel Yergin, Ph.D., 2008

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The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. There is a risk that some or all of the capital invested in any such securities may be lost. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.