Here is the link to the show I heard, On Point at WBUR:

On Point interviews Daniel Yergin
I'm listening now, and I am so tired of being advised to lower my thermostat.  We kept the house cold last winter and still paid lots more than the winter before.
Thanks for the link.  The host quoted extensively from the Hirsch report, but, amazingly, Yergin seems to have never heard of it.  Yergin also claimed that the IOCs are reinvesting their profits in new exploration, when they are actually using them for stock buybacks and M&A.