OCTOBER 20 | Please join @CSISEnergy for a panel discussion that will explore how offshore energy infrastructure and emerging technologies can be used to detect and respond to maritime threats.
Register: bit.ly/4j7LWUq
CSIS Energy Program retweeted
tl;dr: the end of scarcity also ended bipartisan cooperation, but a new scarcity (of pipes and wires) could bring it back.
Unpack the rest on the latest @CSISEnergy #EnergyShots podcast, where @JosephMajkut and I tackle #permitting #reform:
csis.org/events/energy-shots…
CSIS Energy Program retweeted
It was great to join @JoeSquawk on @CNBC @SquawkCNBC this morning re: two different kinds of supply risks in two Gulfs.
Link below:
cnbc.com/video/2026/10/08/cl…
CSIS Energy Program retweeted
Alongside @CSISEnergy and @gmfus, we'll be diving into the most pressing issues at the intersection of energy and digital sectors, security of supply, and connectivity in a transatlantic context.
Explore the new initiative here: csis.org/programs/powering-f…
CSIS Energy Program retweeted
Kicked off my time in DC with an energy breakfast at @CSIS sharing thoughts with so many top-notch analysts—lots of familiar faces whom I have known for years online and finally got to meet in person today
Big thanks to the CSIS energy team for hosting. @ClaySeigle @JosephMajkut
Today, @csiserep & @CSISEnergy launch the Powering Forward Initiative (PFI) with @gmfus. This five-year research project will explore Europe’s growing role in global energy policy and transatlantic relations, focusing on the intersection of energy, security, and technology.
Learn more: csis.org/programs/powering-f…
CSIS Energy Program retweeted
⚡Introducing the Powering Forward Initiative
Through new research and dialogue between the U.S. and Europe, we're joining @CSISEnergy + @gmfus to explore how geopolitics are reshaping Europe's energy security and economic competitiveness. Learn more:
csis.org/news/csis-launches-…
The disparity between national and regional electricity demand reflects the possibility of regional projections overcompensating for, or double-counting, large-load expectations, presenting a cross-regional risk of misallocating energy resources, write @CSISEnergy experts.
Read: bit.ly/4dLtwoR
Data centers and other large loads are reshaping U.S. electricity demand, but where and when they will materialize remains deeply uncertain. @CSISEnergy experts argue interregional transmission offers a resilient hedge against that uncertainty in transmission planning.
Read: bit.ly/4dLtwoR
CSIS Energy Program retweeted
Signs increasingly suggest Hormuz shock will permanently reduce demand for O&G.
“We’ve only started to see over the summer more and more incidences of countries saying, ‘OK, well, how do we advance EVs in our country?’” - @JosephMajkut , @CSISEnergy
politico.com/newsletters/pol…
9/28 | Join @CSISEnergy for a conversation on new approaches to electricity transmission policy with Dr. Yury Dvorkin and @JosephMajkut.
Register: bit.ly/4y2Nrap
CSIS Energy Program retweeted
I will be live with @CSISEnergy Director @JosephMajkut at 3pm for a special #EnergyShots episode on a #diesel #export limits—a familiar topic for longtime viewers (and ClearView clients). Join us for a brief—and potentially very timely—discussion.
Join us at 3PM EDT for a special episode of #EnergyShots⬇️
ESCC Director @JosephMajkut and Senior Adviser @kevinbookdc discuss the economics and politics of a potential ban on diesel exports by the Tump administration.
csis.org/events/energy-shots…
CSIS Energy Program retweeted
History does not repeat itself, but it is said to rhyme. This year, it's rhyming like a rap song.
Here's the whole #EnergyShots episode: youtube.com/watch?v=Hs6zeAMp…
#OOTT #diesel #IranWar
On today's special episode of #EnergyShots, @JosephMajkut and @kevinbookdc discussed President Trump's proposed diesel export ban.
A similar but not enacted proposal in 2022 raised questions about how a ban could affect refinery production and fuel prices over time.
Those same questions are worth revisiting now ⬇️
CSIS Energy Program retweeted
On Tuesday, the President appeared to back #diesel export limits. On Wednesday, @SecretaryWright reportedly proposed alternatives. What will happen next? On yesterday’s special #EnergyShots podcast, @CSISEnergy Director @JosephMajkut and I discussed.
youtube.com/watch?v=Hs6zeAMp…
U.S. crude oil exports jumped from about 3.5 million barrels per day before the war to more than 5 million, finds @CSISEnergy. How has the United States’ growing role as an energy supplier helped cushion global markets from disruption?
Learn more: bit.ly/3TCNtY7
THURSDAY | Join @CSISEnergy for a virtual discussion where Dr. Catherine Hausman and @JosephMajkut will focus on new research and emerging approaches to electricity transmission policy.
Register: bit.ly/47bgZY2
CSIS Energy Program retweeted
Join CSIS Executive Education for a two-day course exploring the intersection of technology, innovation, geopolitics, and economic security in an era of intensifying global competition.
October 14–15, 2026 For: Government, policy, and industry professionals
Over two days, participants will gain a deeper understanding of how emerging technologies and innovation are shaping U.S. geopolitical priorities—and the tools policymakers and industry leaders can use to navigate this evolving landscape.
Featuring CSIS experts and senior leaders, including:
@NGirishankar | @RichardRossow | Aalok Mehta | Leslie Abrahams | @TMTPolicyWonk | @ShivakumarSujai | @KennedyCSIS | Kate Koren
Ready to go beyond the headlines and better understand the economic security challenges shaping the future?
The online application includes a short entry form, statement of interest, brief bio, and resume.
Applications are reviewed on a rolling basis. Learn more and register here: csis.org/executive-education…
CSIS Energy Program retweeted
Could reopening the Strait of Hormuz without Gulf states set the stage for another conflict?
Non-resident Sr. Associate @CSISEnergy Raad Alkadiri argues that a shared governance mechanism, modeled on postwar Europe, could dilute leverage and foster long-term cooperation.
Read here: csis.org/analysis/hormuz-nee…
CSIS Energy Program retweeted
Good conversation this morning with Nick Elliot, Senior Director of Power for NEDC. The Whitehouse’s point man for electricity and meeting datacenter demand. We talk:
✅ power markets
✅ flexibility
✅ permitting reform
And what it will take to realize the ratepayer protection pledge. @CSISEnergy youtube.com/live/tNDX36hENZE…
CSIS Energy Program retweeted
My colleague Jane Nakano and I weigh-up the opportunities and challenges of the Saudi 123 agreement: on the one hand, it's an opportunity to compete with China for regional influence. On the other hand, depending on the details, it could come with 3 risks to the nuclear regime. @csisponi @CSISDefense @CSISEnergy
NEW COMMENTARY:
PONI's Heather Williams and Energy Security and Climate Change's Jane Nakano analyze the Saudi 123 Agreement, arguing the proposed U.S.-Saudi civil nuclear agreement has both risks and opportunities for U.S. national security. What would Washington gain? How might it affect global nonproliferation norms, or shape global interests in nuclear defense capacity? How might it impact U.S. competition with China?
To explore these questions in greater depth, read the full commentary here: csis.org/analysis/nuclear-st…















