David Ernsberger

President of S&P Global Energy, Sp Global

Search every verified David Ernsberger interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. On May 15, 2026, Dave Ernsberger, President of S&P Global Energy, appeared on the podcast "12 Episode Chat" to discuss the closure of the Strait of Hormuz, which he described as removing 20% of oil and LNG supply from the global market. He stated that this loss is "unprecedented" and that there is "no playbook to understand it." Ernsberger also argued that the energy industry is "more robust, resilient, flexible than it was in the 70s" and highlighted the role of diversified supply and futures markets. In the same interview, Ernsberger addressed the potential impact on oil benchmarks if Midland crude were no longer deliverable, pointing to Dubai as an alternative grade that could be used. He also expressed the view that water is "the one big commodity market which is fundamentally mispriced into humanity right now" and warned that failing to address this could lead to "much bigger issues" in the coming years.