Not sure I will continue to publish "over here" - not as fun as advertised.

Looking forward to again hosting Roger Pielke Jr to Payne Institute tomorrow. Please join us for what will certainly be a fascinating and timely conversation: payneinstitute.mines.edu/event/what-h...

The Payne Institute satellite data team confirmed and analyzed a massive explosion at a Russian arsenal earlier this week. This is part of our Global Conflict Monitoring: payneinstitute.mines.edu/satellite-da...

Our latest for the @atlanticcouncil.bsky.social looks at illicit minerals supply chains and the M23 insurgency in the Eastern DRC. www.atlanticcouncil.org/blogs/energy...

Our latest looks at, what else: AI and energy demand! The reality is that despite lots of lofty rhetoric, the bulk of new US data center energy demand will be met by natural gas plants. nationalinterest.org/blog/energy-...

Now that everyone is, again, a rare earths expert, it might be useful to go back to some of our research and writing over the last few years the Payne Institute... As an example, last year's: "The U.S. Must Fortify Itself Against Future Mineral Export Bans" www.realcleardefense.com/articles/202...

For my huge following over here... Our new satellite analysis looks closely at the Russian Arctic LNG2 project. This project has significant implications for the LNG market, as well as for the wider Arctic security environment. payneinstitute.mines.edu/eyes-on-the-...

The DOE just put out a new energy plan. To wit: We wrote a comprehensive analysis of retrieving rare earths from coal ash about three years ago. “RARE EARTH ELEMENT RESOURCE EVALUATION OF COAL BYPRODUCTS: A CASE STUDY FROM THE POWDER RIVER BASIN, WYOMING” payneinstitute.mines.edu/rare-earth-e...

Always a pleasure to talk to the great journalists at @marketplace.org! Today, we discussed the difficult and complex times in the US oil market for companies and commodities. www.marketplace.org/story/2025/0...

Looking forward to talking US copper in Phoenix today!

Proud to see our paper: "How the U.S. Can Leverage Security Assistance to Secure Supply Chains" published today in the new "Future-Proofing U.S. Technology: Strategic Priorities Amid Chinese Tech Advancement" Compendium from New Line Institute newlinesinstitute.org/strategic-te...

Nice to see our Payne Institute satellite data being used for this important story.

All over Ukraine, war has made nighttime darker. Satellite imagery shows a significant dimming of lights since 2022. Darkness has spread indoors too, with power cuts becoming common during the war.

Our amazing Payne Institute for Public Policy satellite team provide insights on the recent tragic pipeline explosion in Malaysia. payneinstitute.mines.edu/three-satell...

Our amazing Payne Institute for Public Policy satellite team provide insights on the recent tragic pipeline explosion in Malaysia. payneinstitute.mines.edu/three-satell...

Getting domestic mining for critical minerals moving will require creative financial mechanisms. Great work by Brad Handler and the Payne Institute for Public Policy's Energy Finance Lab. www.mining.com/opinion-the-...

Join us tomorrow for a fascinating discussion! As we welcome Trisha Curtis from PetroNerds from 1-2pm for a hybrid seminar, discussing: "Energy Security, China, Inflation, and Oil Prices" payneinstitute.mines.edu/event/a-disc...

As is becoming a trend, the minerals case for US interest in Greenland is overblown and largely ignorant of logistical/operational challenges. Latest from @busbyj2.bsky.social @mbazilian.bsky.social and Emily Holland!

Our new piece on Greenland's critical minerals w Emily Holland and @mbazilian.bsky.social. Setting aside the administration's effort to acquire the territory, accessing those minerals is challenging for a variety of reasons. nationalinterest.org/blog/energy-...

Greenland is back in the news. Emily Holland, Josh Busby, and I break down the national security and supply chain implications of accessing their critical minerals. nationalinterest.org/blog/energy-...

The White House today issued its Executive Order on American Mineral Production. Almost all of the elements in the EO we anticipated in two essays from three months ago: 1. foreignpolicy.com/2024/11/18/u... 2. source.benchmarkminerals.com/article/opin...

The White House today issued its Executive Order on American Mineral Production. Almost all of the elements in the EO we anticipated in two essays from three months ago: 1. foreignpolicy.com/2024/11/18/u... 2. source.benchmarkminerals.com/article/opin...

Always great to talk to the team at @marketplace.org www.marketplace.org/2025/03/17/h...

A pleasure to speak to Ryan Warner on @cprnews.bsky.social about critical minerals, mining, trade, security, and China: www.cpr.org/show-episode...

New piece by @spacepower.bsky.social @mbazilian.bsky.social and myself on the broader Asia-Pacific implications of China's recent seafloor minerals deal with the Cook Islands and how it highlights the lack of U.S. seafloor polymetallic nodules policy to date. nationalinterest.org/blog/energy-...

China continues to make deals and dominate globally on critical minerals. The US should start to compete. Terrific to work with two brilliant analysts: Alex Gilbert & Seaver Wang Our latest in the The National Interest: nationalinterest.org/blog/energy-...

15 years ago, I argued that climate change should be treated as a subset of energy policy rather than vice versa in order to be politically viable. And that climate change should not be prioritized over energy access in developing economies. www.sciencedirect.com/science/arti...

Looking forward to another great CERAWeek by S&P Global. Many thanks to Atul Arya, Daniel Yergin, and Roger Diwan for the invitation to speak. This year, I will focus on energy security, methane emissions, and the USA/China dynamic in trade and minerals. See you in Houston! www.ceraweek.com/en

A few months ago, we highlighted some policies that might be pursued on critical minerals by the Trump Administration. A new Executive Order is expected on the topic imminently. We outlined five actions: source.benchmarkminerals.com/article/opin...

A few months ago, we highlighted some policies that might be pursued on critical minerals by the Trump Administration. A new Executive Order is expected on the topic imminently. We outlined five actions: source.benchmarkminerals.com/article/opin...

Our latest in Foreign Policy looks at the security-for-minerals deal with Ukraine. It is rather complicated, and not at all clear if it will succeed or even get signed. Always a pleasure to work with my friends, Josh Busby & Emily Holland, Ph.D. foreignpolicy.com/2025/03/03/u...

Our latest in Foreign Policy looks at the security-for-minerals deal with Ukraine. It is rather complicated, and not at all clear if it will succeed or even get signed. Always a pleasure to work with my friends, Josh Busby & Emily Holland, Ph.D. foreignpolicy.com/2025/03/03/u...

On my way to Toronto for #PDAC2025. Speaking on various aspects of critical minerals security and investment. pdac.ca/convention-2...

A pleasure to appear on BBC News to discuss US foreign policy, the Ukraine minerals deal, and even a bit of energy security.

Interesting move here by Mr. Bezos. Seems to be in a similar genre of recent decisions by Mr. Zuckerberg. Wonder if these actions will have any impacts on the strategies of their philanthropies?

A pleasure to appear on BBC News to discuss US foreign policy, the Ukraine minerals deal, and even a bit of energy security.

I will be testifying to the US House Committee on Natural Resources tomorrow on critical minerals. The hearing starts at 10am. naturalresources.house.gov/calendar/eve...

Weekend reading from the @payneinstitute for Public Policy: "The role of small scale mining on global supply chains" payneinstitute.mines.edu/critical-min...

A year and a half ago, we wrote for the RAND Corporation: "Understanding America's Technological Tit for Tat with China" It is still very topical and being covered on all the US new channels. We used a game theory framework to try and illuminate the issues. www.rand.org/pubs/comment...

Lots of interest in global supply chains for uranium and nuclear power right now. Three years ago, we examined these issues, and highlighted the key security constraints: theconversation.com/russias-ener...

Our new Monthly Missive is out, join us and sign up! mailchi.mp/c3f796db3ef6...

Looking forward to speaking at this great geothermal event tomorrow! bit.ly/4b4EIue

There’s often a fascinating story behind a dataset – and it’s almost never to be found in the study itself. That’s why I was so thrilled to see this: a recent scientific paper that starts out in the first person! essd.copernicus.org/articles/17/...

Looking forward to speaking at this great geothermal event tomorrow! bit.ly/4b4EIue

Our new Monthly Missive is out, join us and sign up! mailchi.mp/c3f796db3ef6...

Lots of interest in global supply chains for uranium and nuclear power right now. Three years ago, we examined these issues, and highlighted the key security constraints: theconversation.com/russias-ener...

Our latest appears in the New Oxford Institute for Energy Studies Forum on the topic of: "HOW US-CHINA COMPETITION AND ELECTRIC VEHICLE PRODUCTION ARE CHANGING GLOBAL MINERAL SUPPLY CHAINS" 👉 Link to Oxford Energy Forum: www.oxfordenergy.org/wpcms/wp-con...

This new book from @csis.org on Critical Minerals is an important contribution to the topic. Our chapter looks in depth at the complex permitting and investment issues. csis-website-prod.s3.amazonaws.com/s3fs-public/...

New from the Payne Institute's Brad Handler on: "Evolution of The Carbon Market for Addressing Distressed and Abandoned Assets" payneinstitute.mines.edu/evolution-of...

Our latest appears in the New Oxford Institute for Energy Studies Forum on the topic of: "HOW US-CHINA COMPETITION AND ELECTRIC VEHICLE PRODUCTION ARE CHANGING GLOBAL MINERAL SUPPLY CHAINS" 👉 Link to Oxford Energy Forum: www.oxfordenergy.org/wpcms/wp-con...