The Payne Institute

The Payne Institute for Public Policy @coschoolofmines. World-class insights informing policy on energy, extractives, space, security, and the environment.

[The Payne Institute @payneinstitute]

Our @payneinstitute Director @MBazilian latest work from our Native American Mining and Energy Sovereignty (NAMES) Initiative.

[Morgan Bazilian @MBazilian]

My latest for the The @WSJopinion has dropped in time for weekend reading:

On May 11, the Interior Department approved the nation’s first Tribal Energy Resource Agreement. This allows the Southern Ute Indian Tribe of southwestern Colorado to approve its own energy-related leases, rights of way and business agreements without federal signoff. It has been a long road: Legal authority for such agreements was enacted in 2005.

The @payneinstitute NAMES initiative does great work in this area - take a look and join us: https://t.co/32Wa4UANN6

https://t.co/WpIU8hhrM5

[Morgan Bazilian @MBazilian]

Attacks on water systems as part of war have been happening for millennia. And now drones and cyberattacks are being used to devastating results.

"Iran’s approach has more in common with Julius Caesar’s Siege of Uxellodunum in 51 BC. In that campaign, Caesar and his legions subjugated a Gallic garrison by exerting fire control over access to a nearby river and then digging a tunnel to divert the spring that sustained the rebel fortress in what is now France, as recounted in the eighth book of Caesar’s Gallic War.

The difference in today’s era of increasingly democratized long-range strike is that cutting off water supplies does not require Caesar’s legions, siege works, and underground galleries. A relatively small number of drones, each costing about as much as a typical new American pickup truck, can shut down a water system supplying hundreds of thousands, or even millions of people."

https://t.co/b29wUHUeQ5

[The Payne Institute @payneinstitute]

Please join the @payneinstitute for our 5th Annual Critical Minerals Symposium on September 24&25. Registration and sponsorships are available. Draft agenda can also be found at the link.

https://t.co/LWSpCCjYuf

[The Payne Institute @payneinstitute]

Our @payneinstitute summer end newsletter is out. Catch up on all our terrific research.

https://t.co/d6rcuiRJiJ]

[Morgan Bazilian @MBazilian]

In a new essay for the Modern War Institute at West Point, we consider the frail supply chain for something called RDX - an explosive crucial to military munitions.

"An Explosive Problem: Energetics, Supply Chain Fragility, and US Military Readiness"

https://t.co/xhoqIPQCrD

[The Payne Institute @payneinstitute]

Latest from the @payneinstitute Director @MBazilian and Gabriel Collins in @WarOnTheRocks.

[Morgan Bazilian @MBazilian]

We just put out a new analysis in @WarOnTheRocks. It looks at targeting water infrastructure in war.

"Cheap Drones, Dry Taps: The Iran War Opens a New Era of Water Infrastructure Risk"

Water and energy infrastructure have become one of Iran’s main levers of deterrence against the United States.

https://t.co/b29wUHUeQ5

[The Payne Institute @payneinstitute]

Our @payneinstitute Energy Finance Lab examines the House and Senate Armed Services Committees FY2027 National Defense Authorization Act (NDAA), Congress’s annual defense policy bill.

"Making Government Equity Ownership Official"
https://t.co/WweslIRqjt

[Petroleum Economist @PetroleumEcon]

IEA country stock releases have bought the market time, but not fixed the problem. Read the first in our three-part series on the shortage caused by the #Iran war, written by @MBazilian and @websterdrake for 𝑷𝒆𝒕𝒓𝒐𝒍𝒆𝒖𝒎 𝑬𝒄𝒐𝒏𝒐𝒎𝒊𝒔𝒕 #OOTT
https://t.co/9dsveo8Kwj

[The Payne Institute @payneinstitute]

Our @payneinstitute latest comment looks at Pakistan's solar surge, as one of the world’s largest importers of solar panels.

"Pakistan’s Solar Surge"

https://t.co/fedFA4WD6P

[Morgan Bazilian @MBazilian]

Today, we published an article on building the workforce for quantum systems:

“Commercial success in quantum computing will depend as much on engineers, technicians, and skilled trades as on scientific breakthroughs.”

https://t.co/OuMoohSAN0

[The Payne Institute @payneinstitute]

In a new piece for AIX Energy, the @payneinstitute takes a look at the financing and risk associated with investing in AI data centers.

Some focus here on VC funding.

"Who Is Financing the AI Buildout, and Where Is the Risk Going?"
https://t.co/x8iPUkipJK

[The Payne Institute @payneinstitute]

For your weekend reading pleasure:

"The Industrial Race Behind Hypersonic Weapons"

China has spent years developing a robust industrial and research sector supporting hypersonic weapons development. To catch up, the United States has its work cut out.
https://t.co/lAMsz9dN7l

[The Payne Institute @payneinstitute]

The war with Iran has multiple impacts beyond the price of gasoline. "The Impacts of the Iran War on LPG for Cooking"

When the United States and Israel struck Iran , one the conflict’s largest impact in some developing economies was gas for cooking.
https://t.co/4BX8TilAIb

[The Payne Institute @payneinstitute]

The @payneinstitute has been monitoring global wildfires from the Pacific Northwest in the USA, to Spain and France.

We monitor the world each night with our satellite capabilities, and have been doing so for well over a decade.
https://t.co/fCulnW6SZu

[The Payne Institute @payneinstitute]

The @payneinstitute has been monitoring global wildfires from the Pacific Northwest in the USA, to Spain and France.

We monitor the world each night with our satellite capabilities, and have been doing so for well over a decade.

https://t.co/v7B8UWPAYf

[Morgan Bazilian @MBazilian]

Our latest @payneinstitute Comment looks at the details of the North American supply chain for germanium for both military and civilian uses.

https://t.co/F9Hf2Gtj6N

[The Payne Institute @payneinstitute]

Our @payneinstitute Director @MBazilian and AIXEnergy's Brandon Owens look at how Washington is opening energy sites and military bases to data center developers.

"The Federal AI Land Rush Is an Execution Test"
https://t.co/zu4zBxbtDS

[The Payne Institute @payneinstitute]

From our @payneinstitute Fellow @websterdrake and Director @MBazilian explaining what oil futures curves are good for and what they are not so great at doing for the @PetroleumEcon:

"The oil futures curve is a balance sheet"
https://t.co/YIdg2x4qj3

[The Payne Institute @payneinstitute]

The draft agenda for the @payneinstitute Critical Mineral Symposium is out! We look forward to seeing you in Golden in September. Registration and sponsorship options are available.

https://t.co/6XOE7SVv2C

[The Payne Institute @payneinstitute]

The @payneinstitute Annual Report is out! We are grateful for all of our partners.

Join us!

https://t.co/DQXNJdGlfJ