If you haven't read @CFR_org "missing middle" in energy tech finance essays, here's a taste: youtube.com/watch?v=zgyx9kRl…

9/10 What is to be done? I propose “focused forays” that concentrate effort on a few domains that are most important, promising, & consensual. Trump’s nuclear policy has some features of this sort (though that’s not what I would bet on). [Figure via @TheCLCouncil]

NEW! Drawing on @CFR_org Global Energy Innovation Index (GEII), super-intern Akkshath Subrahmanian shows China surging past US on many indicators. For instance, China publishes 45% of all highly-cited publications in fields linked to energy innovation

12/12 Wrap up: Like Japan decades earlier, China has disrupted intl auto trade & investment. US again responded reflexively, isolating domestic market while changes accelerate elsewhere. Tariffs buy time, but the clock is ticking. Wait too long & this 👇👇

Building on @CFR_org Global Energy Innovation Index, I share global trends, a mixed picture...the most worrisome being high-quality patents, flat or declining. More here: cfr.org/article/hope-and-con…

We’re number 13! We’re number 13! We’re number 13! Not a chant you hear often. But that’s where the United States ranks in @CFR_org new Global Energy Innovation Index. And that was before Trump. We’ve got to do better. @vsiv @atrembath @toddntucker @GregNemet @jonasnahm

NEW! @CFR_org Global Energy Innovation Index measures knowledge, markets & policy. The world needs more innovation investment & effort by everyone, but some are do more than others. Thank you, Sweden! @leahstokes @JesseJenkins @ValerieVolco @AkshatRathi cfr.org/report/global-energy…

In the meantime, China is stepping up its energy RD&D investments.

My latest @CFR_org warns of the loss to the US and the world if the president's proposed FY26 budget for DOE goes through.

If IEA is on administration hit list, Congress should stand up for it – it’s what Henry Kissinger, Mr Realpolitik himself & IEA's founder, would do