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How AI demands and Middle East conflict are reshaping the global energy mix

Podcast: All Things Sustainable · S&P Global

Opublikowano: 2026-08-07

In this episode of the All Things Sustainable podcast, S&P Global Energy President Dave Ernsberger joins host Lindsey Hall to discuss how data centers, geopolitical risk and sustainability priorities are changing the global energy mix in 2026. As war in the Middle East continues, Dave explains how countries are rethinking the balance between immediate priorities — like energy security, availability and affordability — and the reality of climate change risk. In this context, Dave calls for a reframing of sustainability conversations. "The sustainability discussion will become irrelevant if it doesn't speak to the needs of the half of t...