Rockstock's latest episode appears on alerts and who do I see.. These two have been busy @alexbhturnbull.bsky.social @arnabdatta.bsky.social and remain a very useful listen for critical minerals. youtu.be/SbD6S_aE1dc?...

“No crying at the casino” - zingers from me and deep policy insights from @arnabdatta.bsky.social. Thanks! pca.st/episode/e800...

Neil Dutta and Skanda being so anti-Warsh (my perspective as well) while people like Jason Furman and El-Erian praised him say a lot about how different types of people judge qualifications and character when it comes to Fed governors.

This is a great thread

I’m always ride or die with @skandaamarnath.bsky.social, but I thought his Odd Lots episode on Warsh yesterday was particularly good.

From former @bloustein.rutgers.edu student Sara Meyers. (full disclosure, I gave her some comments on this).

I had thought so already, but my time as OMB General Counsel made me certain that the misnamed Paperwork Reduction Act costs more than it’s worth. open.substack.com/pub/factorys...

The @seancasten.bsky.social thread on @mattyglesias.bsky.social's O&G article gets basic stuff wrong. - "keep it in the ground" is an outcome, not a strategy - US net exports of O&G are good for decarb, particularly if we redistribute producer earnings and invest in clean energy + electrification

While I am suspicious of many of the folks attacking NEPA, I do think the climate movement should acknowledge that it really is an enormous impediment to building. Everyone should read this post -- it's actually a NEPA success story, but my god the resources wasted ...

@arnabdatta.bsky.social is editing a fascinating new series about drawing lessons from what worked and didn’t in the CHIPS Act. It’s this kind of nitty gritty operations analysis that is just as important as legal and authorities focused post mortums. www.factorysettings.org/p/introducin...

Great Bloomberg piece with @arnabdatta.bsky.social @petereharrell.bsky.social‘s thoughts on the US rare earths deal with MP Materials. Explains pros/cons of the model for US minerals strategy and how an institutional reserve program could unify such efforts.🧵 www.bloomberg.com/news/newslet...

New piece from @arnabdatta.bsky.social and @petereharrell.bsky.social goes through the good and bad in the Trump MP Materials deal. They note it improves on past industrial policy (e.g. Tesla) while not addressing some current challenges. www.bloomberg.com/news/newslet...

I'm horrified by the shooting of Charlie Kirk at a college event in Utah. Political violence has no place in our country.

okay @robinsonmeyer.bsky.social won the email subject line game today, this is 🤌 (good excuse to plug the very good @heatmap.news newsletter too!)

@skandaamarnath.bsky.social and I have a piece out about Stephen Miran, who is being considered for the Fed Board, and some of his concerning views around debt default, dollar policy, and fed independence. Some was covered at the hearing, but there's more... www.employamerica.org/monetary-pol...

Marc Maron went on Howie Mandel’s podcast and talked about how comedians making anti-trans jokes are contributing to discrimination against trans people. He also pointed out that the bit is ‘hack’ now — and honestly, none of those jokes are funny.

Sound energy policy would encourage—or at the very least get out of the way of—all forms of energy capacity development. Libs block fossil fuel development and Cons block renewables is going to be an immensely irksome and economically destructive cycle.

Had a lot of fun going on Oil Ground Up with Rory to chat about the SPR!

🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up I spoke with @arnabdatta.bsky.social about the US Strategic Petroluem Reserve Explore the political, legal, and physical constraints of this unique energy security asset and its future under the Trump admin open.spotify.com/episode/2R0t...

new EA just dropped

Exciting news: Employ America is relaunching to face the challenges of a new era! Not only do we have a new logo and new branding, but we’ve also refocused our work pursuing Full Employment, and the array of policy solutions that can sustain it www.employamerica.org/expanding-th...

Since transit twitter has moved here. A friend forwarded this onto me. Have a good idea? 2k to write about it! ifp.org/call-for-pro...

Worthwhile from Daleep Singh and @arnabdatta.bsky.social. After the financial crisis, China built up market-making power, which now shapes minerals contracts around the world. They propose US lend to + insure liquidity providers in mineral market, and invest in storage. www.ft.com/content/a38a...

Great piece, plus good thoughts by @ArnabDatta321 on some of the smart ideas needed for the US to build alternative critical mineral supply chains. Building more resilient markets for secure production will be far more effective than penalizing downstream industries for sourcing habits.

FT column on what the US strategy should be on rare earths from Daleep Singh, chief global economist at PGIM and former US deputy national security adviser for international economics, and Arnab Datta of Employ America

A good piece.

Trump’s trade talks made it clear: on critical minerals, China holds the cards. The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete. New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/

Justice Ketanji Brown Jackson called yesterday's decision about nationwide injunctions "an existential threat to the rule of law." She's mistaken. My latest in @theatlantic.com: www.theatlantic.com/ideas/archiv...

What's more -- and this is really the key point of my piece -- there are all sorts of ways that the plaintiffs in these cases can get sweeping relief.

This is a super important point. Strongly recommend at least scanning Nick’s thread from here. The CASA op is a shanda. But in thinking through next moves, it’s crucial to be clear eyed about the paths to broad relief that remain, esp class actions, associational standing, and APA vacatur.

This Odd Lots interview with Fulop is great. You can tell when a YIMBY really knows what they're talking about and can get in the weeds vs someone who just says build/zoning/build/zoning.

🚨Is there a reckoning coming for the US natural gas market? Will the US produce enough natural gas to avoid rapid price increases for consumers? Gas consumption for exports will increase from 18 bcfd to 30 bcfd by 2029. Just by volume, that is nearly a third of all gas production in the US. 🧵 1/

Hitting hard this morning that we're codifying the end of the American state as we know it, by one vote, and three of the would-be nay votes have died this year.

Not sure how many people realize that battery storage already supplies 30% of California’s electricity demand at peak. Batteries aren’t the future — they’re here now.

*Trump's "big beautiful bill" is the cruelest and most irresponsible domestic legislation to be seriously proposed in my lifetime." -Ezra Klein nails it. open.spotify.com/episode/447B...

genuinely truly impossible to imagine being where I am today without everyone at Employ America and everyone who has helped us out. we got so much more done than an org that size has any right to, and I know the team there will continue delivering on that promise no matter what.

okay so this is as good a moment as any to, as is traditional in econ culture, "share some JOLTS news" Tomorrow is my last day at employamerica.org! The last 5 years have been so wild. Soon I will be at common-wealth.org, where I'll be helping build their US team and laying out this new approach.

Recommended reading list: • @csis.org: www.csis.org/analysis/ira... • @advaitarun.bsky.social / @buddyyakov.bsky.social / @publicenterprise.bsky.social: publicenterprise.org/report/commi... • @arnabdatta.bsky.social / @employamerica.bsky.social: www.employamerica.org/researchrepo...

The policy analysis being done on advancing next-generation geothermal is really top notch. Huge appreciation to the smart people thinking hard about how to move the needle on EGS. The tech innovation is moving fast here and we need policy to keep up if we're going to meet the moment for clean firm:

It was a true honor to talk with Paul Krugman about the nitty-gritty details of Trump's tariffs—and just how bad they actually are By a small miracle, the tariffs actually haven't changed since we recorded this episode, so this is totally up to date too!😅 paulkrugman.substack.com/p/tariffs-no...

One dead after bomb explodes outside reproductive center in Downtown Palm Springs thepalmspringspost.com/one-dead-aft...

Is this energy dominance? US drillers plan to cut back on new production as Trump's tariffs roil the global economy and OPEC pumps more, pushing crude prices lower www.wsj.com/business/ene... Time to get those rigs drilling for geothermal energy! 🔌💡 🛢️🔥

Have tumbling oil prices undone the Federal Reserve’s tariff conundrum? sherwood.news/markets/have... Thought provoking stuff from @renmacllc.bsky.social also featuring the great @pd-williams.bsky.social and @skandaamarnath.bsky.social.

They just unknowingly truly hurt the oil industry

I'm starting a series of Substack Live conversations on Thursdays at noon Eastern. My first guest next week (5/22) will be @arnabdatta.bsky.social to discuss the efforts to set up a new national investment bank! Sign up to get a convenient reminder! open.substack.com/live-stream/...

Join us on May 15 for a day of panels + keynotes w/ housing leaders, energy innovators, and industrial policy experts including @cselmendorf.bsky.social, @arnabdatta.bsky.social, @salimfurth.bsky.social, @tednordhaus.bsky.social, @scottwiener.bsky.social, @bharatramamurti.bsky.social, & more. ↘️

And read @skandaamarnath.bsky.social and @arnabdatta.bsky.social full @employamerica.bsky.social piece on LNG, AI, and the IRA www.employamerica.org/blog/support...

Every "serious person" in Congress wants America to lead the AI race and embraces the role of LNG exports But both dynamics pull up on Nat Gas prices (2x'd from Sep24 to Mar25) The solution is diversification. Cutting the IRA is an obvious own goal

Great defense of the Inflation Reduction Act, explaining how it supports energy project deployment and tamps down electricity price volatility from @skandaamarnath.bsky.social and @arnabdatta.bsky.social at @employamerica.bsky.social today. These two arguments are particularly striking: