CSIS Energy Program

A leader in understanding the shifting global and domestic energy & climate policy landscape. RTs and links are not endorsements.

[CSIS Energy Program @CSISEnergy]

TOMORROW at 10:30AM ET🌐ESCC Director @JosephMajkut, @TMTPolicyWonk (@CSIS_Tech), Aalok Mehta (@csis_ai), and Philip Luck (@CSIS_Trade) will examine the tensions surrounding data center expansion and U.S. AI leadership — from grid reliability to clean energy goals and national security.

Register:https://t.co/xFBQcqo9ld

[CSIS Economic Security and Technology Department @CSISEST]

Join us June 4 for 'Data Centers, AI, and the Future of U.S. Strategic Competitiveness.'

Featuring @TMTPolicyWonk (@CSIS_Tech), Aalok Mehta (Wadhwani AI Center), @JosephMajkut (@CSISEnergy), and Philip Luck (@CSIS_Trade), this discussion will examine how the rapid growth of data centers is shaping the future of AI development, energy demand, and U.S. strategic competitiveness.

Register here: https://t.co/VIRcAOdElt

[CSIS Energy Program @CSISEnergy]

Register to Watch: https://t.co/B6J4Jza14x

[CSIS Energy Program @CSISEnergy]

WEBCAST🌐This Thursday, ESCC Director @JosephMajkut joins @TMTPolicyWonk (@CSIS_Tech), Aalok Mehta (@csis_ai), and Philip Luck (@CSIS_Trade) for a discussion on the rapid expansion of data centers and what it means for the future of AI, energy, and U.S. competitiveness.

🗓️June 4 • 10:30 am EDT

[Kevin Book @kevinbookdc]

Did you catch Friday's #EnergyShots podcast? Every two weeks or so, @CSISEnergy Director @JosephMajkut and I deliver a short-format (~20min) data-backed analysis of key topics in #energy #policy, #economics and #geopolitics. The latest is linked below.

https://t.co/teblhbnQvv

[CSIS Energy Program @CSISEnergy]

Today on #EnergyShots ➡️ @JosephMajkut and @kevinbookdc looked at the impact of the Hormuz crisis beyond U.S. borders, zooming into Japan's energy security challenge.

[CSIS Energy Program @CSISEnergy]

Watch the full episode:
https://t.co/WGDndUKRJp

[CSIS Energy Program @CSISEnergy]

"Even if it's deal time, physics don't care about politics."

In a new episode of #EnergyShots, ESCC Director @JosephMajkut and Senior Adviser @kevinbookdc discuss why reopening the Strait of Hormuz would not immediately normalize oil market flows.⬇️

[CSIS Energy Program @CSISEnergy]

STARTING NOW ⬇️ ESCC Director @JosephMajkut and Senior Adviser @kevinbookdc are live on Energy Shots discussing oil markets amid an increasingly critical energy crisis.

Tune in: https://t.co/l8TCRyCjex

[Kevin Book @kevinbookdc]

Today at 9:30a Eastern, @CSISEnergy Director @JosephMajkut and I will have another live episode of #EnergyShots (one week delayed). Join us for ~20 mins of clarity as we look ahead at lean inventories and a long summer.

https://t.co/teblhbnQvv

[CSIS Energy Program @CSISEnergy]

"There will be a permanent price premium attached to a permanently more risky operating environment." Senior Fellow @ClaySeigle told @axios about the new oil market landscape emerging from a U.S.-Iran nuclear deal and potential reopening of the Strait of Hormuz.
https://t.co/34buS2nmmo

[CSIS Energy Program @CSISEnergy]

TOMORROW at 9:30AM ET 🌐⬇️ Running on Empty

ESCC Director @JosephMajkut and Senior Adviser @kevinbookdc will take a look at oil markets as the energy crisis turns critical in a new episode of #EnergyShots.

Register to watch:https://t.co/l8TCRyCjex

[CSIS Energy Program @CSISEnergy]

EVENT: CSIS Economic Security and Technology Department’s Aalok Mehta, @TMTPolicyWonk, @JosephMajkut, and Philip Luck come together for a discussion on the rapid expansion of data centers and what it means for the future of AI, energy, and U.S. competitiveness.

🗓️ Wed, June 4 @ 10:30AM ET

Register to join online:
https://t.co/xFBQcqo9ld

[CSIS @CSIS]

“Ultimately, the European Union cannot simultaneously maximize both price volatility and geopolitical risk," writes @CSISEnergy.

Read the report on Europe’s LNG security: https://t.co/qNRsiJHfDY

[CSIS @CSIS]

"By 2029, Taiwan’s goal is to increase its LNG purchase from the United States to cover 25 percent of its LNG needs, from about 10 percent in 2025," writes @CSISEnergy.

More: https://t.co/zUbYXbMzbV

[CSIS @CSIS]

"Together, the United States and Qatar anchor Europe’s post‑Russia gas strategy—both as suppliers of physical molecules and as counterparts in a broader web of trade, regulatory, and security relationships," writes @CSISEnergy.

More: https://t.co/qNRsiJHfDY

[CSIS @CSIS]

In a new analysis, the @CSISEnergy examines the trade-offs between American LNG dependence and supplier diversification across three dimensions: geopolitical risk, price volatility, and supplier concentration.

More: https://t.co/qNRsiJHfDY

[CSIS @CSIS]

Although Taiwan has started to diversify its energy import origins, heightened concern persists over Taiwan's limited LNG reserves, which could trigger severe energy insecurity in the event of a naval blockade or supply disruption.

More from @CSISEnergy: https://t.co/zUbYXbMzbV