Rockstock's latest episode appears on alerts and who do I see..

These two have been busy @alexbhturnbull.bsky.social @arnabdatta.bsky.social and remain a very useful listen for critical minerals.

youtu.be/SbD6S_aE1dc?...

How Mineral Stockpiling Policy and Economics are on a Collision Course Industrial policy debates around critical metals continue to rage in national and financial capitals. What works best? Price floors? Export controls? Tariffs? A mixture? I wanted to flesh out these…

“No crying at the casino” - zingers from me and deep policy insights from @arnabdatta.bsky.social. Thanks! pca.st/episode/e800...

Neil Dutta and Skanda being so anti-Warsh (my perspective as well) while people like Jason Furman and El-Erian praised him say a lot about how different types of people judge qualifications and character when it comes to Fed governors.

This is a great thread

I’m always ride or die with @skandaamarnath.bsky.social, but I thought his Odd Lots episode on Warsh yesterday was particularly good.

From former @bloustein.rutgers.edu student Sara Meyers. (full disclosure, I gave her some comments on this).

Thanks for amplifying Sam!

The Paperwork Reduction Act Doesn’t Reduce Paperwork Left to their own devices, many government agencies would likely expand needless forms, reporting requirements, and surveys.

I had thought so already, but my time as OMB General Counsel made me certain that the misnamed Paperwork Reduction Act costs more than it’s worth.

open.substack.com/pub/factorys...

The @seancasten.bsky.social thread on @mattyglesias.bsky.social's O&G article gets basic stuff wrong.
- "keep it in the ground" is an outcome, not a strategy
- US net exports of O&G are good for decarb, particularly if we redistribute producer earnings and invest in clean energy + electrification

An Inside View of NEPA in Practice Factory Settings has highlighted many ways the CHIPS program’s setup diverged from standard federal operations.

While I am suspicious of many of the folks attacking NEPA, I do think the climate movement should acknowledge that it really is an enormous impediment to building.

Everyone should read this post -- it's actually a NEPA success story, but my god the resources wasted ...

Introducing Factory Settings A new series about how CHIPS succeeded

@arnabdatta.bsky.social is editing a fascinating new series about drawing lessons from what worked and didn’t in the CHIPS Act. It’s this kind of nitty gritty operations analysis that is just as important as legal and authorities focused post mortums. www.factorysettings.org/p/introducin...

such a great read

What the Pentagon’s Rare Earths Deal Gets Right and Wrong Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developme...

Great Bloomberg piece with @arnabdatta.bsky.social
@petereharrell.bsky.social‘s thoughts on the US rare earths deal with MP Materials. Explains pros/cons of the model for US minerals strategy and how an institutional reserve program could unify such efforts.🧵

www.bloomberg.com/news/newslet...

What the Pentagon’s Rare Earths Deal Gets Right and Wrong Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developme...

New piece from @arnabdatta.bsky.social and @petereharrell.bsky.social goes through the good and bad in the Trump MP Materials deal.

They note it improves on past industrial policy (e.g. Tesla) while not addressing some current challenges.
www.bloomberg.com/news/newslet...

I'm horrified by the shooting of Charlie Kirk at a college event in Utah.

Political violence has no place in our country.

Email heading "Energy Secretary Chris Wrong"

okay @robinsonmeyer.bsky.social won the email subject line game today, this is 🤌 (good excuse to plug the very good @heatmap.news newsletter too!)

Treasury Default, A Weak Dollar Policy, and Mass Fed Firings? What The Miran Hearing Missed The confirmation hearing for Miran aired some key issues, but hardly all of them, and not the most important ones. It would be unwise to make an exception for seemingly “short-term” appointments; shor...

@skandaamarnath.bsky.social and I have a piece out about Stephen Miran, who is being considered for the Fed Board, and some of his concerning views around debt default, dollar policy, and fed independence.

Some was covered at the hearing, but there's more...

www.employamerica.org/monetary-pol...

Ah the sound of college

You’ll just have to wait for my forthcoming piece in the “Annual Review of Things That Totally Make Sense”

Also Matt this bit never gets old 😂😂😂😂

If you guys don’t get it, sorry I can’t help.

Isn’t it obvious George

Marc Maron went on Howie Mandel’s podcast and talked about how comedians making anti-trans jokes are contributing to discrimination against trans people. He also pointed out that the bit is ‘hack’ now — and honestly, none of those jokes are funny.

That’s funny cuz I describe mine as Prestonish

Preston's job to find a way.

Sound energy policy would encourage—or at the very least get out of the way of—all forms of energy capacity development.

Libs block fossil fuel development and Cons block renewables is going to be an immensely irksome and economically destructive cycle.

Yes you do

Had a lot of fun going on Oil Ground Up with Rory to chat about the SPR!

Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta Oil Ground Up · Episode

🎙️ NEW PODCAST 🎧

On the latest episode of Oil Ground Up I spoke with @arnabdatta.bsky.social about the US Strategic Petroluem Reserve

Explore the political, legal, and physical constraints of this unique energy security asset and its future under the Trump admin
open.spotify.com/episode/2R0t...

new EA just dropped