Milo McBride
@milomcbride.bsky.social
Geopolitics of Energy Technology and Minerals
Fellow at the Carnegie Endowment for International Peace
Fellow at the Carnegie Endowment for International Peace
Reposted by Milo McBride
How is the clean energy transformation taking shape around the world? A new @economist.com article explains, with the help of @milomcbride.bsky.social and Carnegie’s Clean Energy Tracker.
Read here: www.economist.com/science-and-...
Read here: www.economist.com/science-and-...
Old fossil-fuel plants are becoming green-energy hubs
The dirtiest parts of the energy system could help build the cleanest
www.economist.com
August 21, 2025 at 8:59 PM
How is the clean energy transformation taking shape around the world? A new @economist.com article explains, with the help of @milomcbride.bsky.social and Carnegie’s Clean Energy Tracker.
Read here: www.economist.com/science-and-...
Read here: www.economist.com/science-and-...
Reposted by Milo McBride
@milomcbride.bsky.social, Daniel Helmeci, Debbra Goh, and Daevan Mangalmurti explain in their latest Carnegie paper, produced with data from Project InnerSpace’s GeoMap tool. Read here: carnegieendowment.org/research/202...
Unlocking Global Geothermal Energy: Pathways to Scaling International Deployment of Next-Generation Geothermal
Dozens of countries are positioning themselves to take advantage of this developing technology. Some are better suited to it than others
carnegieendowment.org
July 10, 2025 at 5:36 PM
@milomcbride.bsky.social, Daniel Helmeci, Debbra Goh, and Daevan Mangalmurti explain in their latest Carnegie paper, produced with data from Project InnerSpace’s GeoMap tool. Read here: carnegieendowment.org/research/202...
Reposted by Milo McBride
Europe should leverage the US climate policy shift.
To safeguard its green transition goals, Europe should build cooperation on geothermal energy and focus on technologies that enhance security & decarbonization, argues @milomcbride.bsky.social.
His latest 👇
carnegieendowment.org/europe/strat...
To safeguard its green transition goals, Europe should build cooperation on geothermal energy and focus on technologies that enhance security & decarbonization, argues @milomcbride.bsky.social.
His latest 👇
carnegieendowment.org/europe/strat...
Europe’s Playbook for Climate Engagement with the United States
Europe should leverage the U.S. climate policy shift and safeguard its green transition goals by building cooperation on geothermal energy among other things and focusing on technologies that enhance ...
carnegieendowment.org
June 17, 2025 at 12:22 PM
Europe should leverage the US climate policy shift.
To safeguard its green transition goals, Europe should build cooperation on geothermal energy and focus on technologies that enhance security & decarbonization, argues @milomcbride.bsky.social.
His latest 👇
carnegieendowment.org/europe/strat...
To safeguard its green transition goals, Europe should build cooperation on geothermal energy and focus on technologies that enhance security & decarbonization, argues @milomcbride.bsky.social.
His latest 👇
carnegieendowment.org/europe/strat...
Reposted by Milo McBride
Critical minerals took the spotlight in U.S.-China trade talks this week. But how has China become so dominant in the sector – and are businesses banking on conflict? @milomcbride.bsky.social weighed in ⬇️
June 12, 2025 at 6:39 PM
Critical minerals took the spotlight in U.S.-China trade talks this week. But how has China become so dominant in the sector – and are businesses banking on conflict? @milomcbride.bsky.social weighed in ⬇️
Reposted by Milo McBride
Despite President Trump's withdrawal from the global climate stage, can the U.S. and Europe still cooperate on climate?
@rmomtaz.bsky.social, @olazard.bsky.social, and @milomcbride.bsky.social discuss on @carnegieeurope.bsky.social’s Europe Inside Out: buff.ly/jJpZtTZ
@rmomtaz.bsky.social, @olazard.bsky.social, and @milomcbride.bsky.social discuss on @carnegieeurope.bsky.social’s Europe Inside Out: buff.ly/jJpZtTZ
June 12, 2025 at 2:55 PM
Despite President Trump's withdrawal from the global climate stage, can the U.S. and Europe still cooperate on climate?
@rmomtaz.bsky.social, @olazard.bsky.social, and @milomcbride.bsky.social discuss on @carnegieeurope.bsky.social’s Europe Inside Out: buff.ly/jJpZtTZ
@rmomtaz.bsky.social, @olazard.bsky.social, and @milomcbride.bsky.social discuss on @carnegieeurope.bsky.social’s Europe Inside Out: buff.ly/jJpZtTZ
Reposted by Milo McBride
🎧 | Trump's cuts to climate funding complicate the clean energy transition.
In a new episode of #EuropeInsideOut, @rmomtaz.bsky.social, @olazard.bsky.social, & @milomcbride.bsky.social explore the avenues left for EU-US clean energy cooperation.
👉 europe-inside-out.simplecast.com/episodes/can...
In a new episode of #EuropeInsideOut, @rmomtaz.bsky.social, @olazard.bsky.social, & @milomcbride.bsky.social explore the avenues left for EU-US clean energy cooperation.
👉 europe-inside-out.simplecast.com/episodes/can...
June 11, 2025 at 10:08 AM
🎧 | Trump's cuts to climate funding complicate the clean energy transition.
In a new episode of #EuropeInsideOut, @rmomtaz.bsky.social, @olazard.bsky.social, & @milomcbride.bsky.social explore the avenues left for EU-US clean energy cooperation.
👉 europe-inside-out.simplecast.com/episodes/can...
In a new episode of #EuropeInsideOut, @rmomtaz.bsky.social, @olazard.bsky.social, & @milomcbride.bsky.social explore the avenues left for EU-US clean energy cooperation.
👉 europe-inside-out.simplecast.com/episodes/can...
Reposted by Milo McBride
Latest w/ @milomcbride.bsky.social: “The U.S. is at a strategic crossroads on whether it can compete in the global EV market, innovate next-gen batteries, and secure mineral supply chains. The first step is recognizing that all three imperatives are intertwined.”
foreignpolicy.com/2025/06/05/e...
foreignpolicy.com/2025/06/05/e...
America’s Electric Vehicle Surrender
If Trump’s “big, beautiful bill” passes, the entire supply chain could be ceded to China.
foreignpolicy.com
June 5, 2025 at 8:24 PM
Latest w/ @milomcbride.bsky.social: “The U.S. is at a strategic crossroads on whether it can compete in the global EV market, innovate next-gen batteries, and secure mineral supply chains. The first step is recognizing that all three imperatives are intertwined.”
foreignpolicy.com/2025/06/05/e...
foreignpolicy.com/2025/06/05/e...
As the green hydrogen industry collapses in real time, some incredible developments are underway in geologic hydrogen production.
This is still a 2030s moonshot, but recent USGS data, wildcatter results, and the literature on its ultra-low production costs could be a gamechanger.
#H2
#EnergySky
This is still a 2030s moonshot, but recent USGS data, wildcatter results, and the literature on its ultra-low production costs could be a gamechanger.
#H2
#EnergySky
'Some of the highest natural hydrogen concentrations ever seen' | Hyterra finds 96.1% H2 in samples at newly spudded well
The natural hydrogen exploration firm plans to begin drilling second well in mid-May
www.hydrogeninsight.com
May 6, 2025 at 3:02 PM
As the green hydrogen industry collapses in real time, some incredible developments are underway in geologic hydrogen production.
This is still a 2030s moonshot, but recent USGS data, wildcatter results, and the literature on its ultra-low production costs could be a gamechanger.
#H2
#EnergySky
This is still a 2030s moonshot, but recent USGS data, wildcatter results, and the literature on its ultra-low production costs could be a gamechanger.
#H2
#EnergySky
Reposted by Milo McBride
Carnegie’s Carbon to Clean Tracker is now live!
As legacy fossil-fired plants across the world transition to clean energy hubs, @milomcbride.bsky.social and Daniel Helmeci keep you up to date with their new, interactive tracker. Check it out here: carnegieendowment.org/features/cle...
As legacy fossil-fired plants across the world transition to clean energy hubs, @milomcbride.bsky.social and Daniel Helmeci keep you up to date with their new, interactive tracker. Check it out here: carnegieendowment.org/features/cle...
May 1, 2025 at 5:48 PM
Carnegie’s Carbon to Clean Tracker is now live!
As legacy fossil-fired plants across the world transition to clean energy hubs, @milomcbride.bsky.social and Daniel Helmeci keep you up to date with their new, interactive tracker. Check it out here: carnegieendowment.org/features/cle...
As legacy fossil-fired plants across the world transition to clean energy hubs, @milomcbride.bsky.social and Daniel Helmeci keep you up to date with their new, interactive tracker. Check it out here: carnegieendowment.org/features/cle...
Reposted by Milo McBride
Rare earths are top of mind with yesterday’s mineral deal in Ukraine. Elsewhere, Pres. Trump’s development cuts hamper opportunities for the U.S. to challenge China’s dominance in critical minerals. @milomcbride.bsky.social explained for @washingtonpost.com 👇 www.washingtonpost.com/business/202...
Trump’s feud with South Africa could hinder hunt for critical minerals
The U.S. had planned to support a critical minerals project in South Africa. Current and former officials say it’s now in question.
www.washingtonpost.com
May 1, 2025 at 1:53 PM
Rare earths are top of mind with yesterday’s mineral deal in Ukraine. Elsewhere, Pres. Trump’s development cuts hamper opportunities for the U.S. to challenge China’s dominance in critical minerals. @milomcbride.bsky.social explained for @washingtonpost.com 👇 www.washingtonpost.com/business/202...
Reposted by Milo McBride
CPE also has a proposal for a Mountain West EGS consortium! @publicenterprise.bsky.social is soliciting input on its geothermal deployment research from governments, developers, utilities, and other interested parties. If you're in this space, talk to us!
publicenterprise.org/report/enhan...
publicenterprise.org/report/enhan...
April 30, 2025 at 3:58 PM
CPE also has a proposal for a Mountain West EGS consortium! @publicenterprise.bsky.social is soliciting input on its geothermal deployment research from governments, developers, utilities, and other interested parties. If you're in this space, talk to us!
publicenterprise.org/report/enhan...
publicenterprise.org/report/enhan...
Reposted by Milo McBride
Across the world, legacy fossil fuel plants are being retrofitted as "clean energy hubs"—150+ examples and counting. Here's a database that tracks them.
Carbon to Clean Tracker: Repurposing Fossil Fuel Power Stations into Clean Energy Hubs
The Carbon to Clean Tracker catalogs where and how fossil fuel power stations are being repurposed into clean alternatives.
carnegieendowment.org
April 28, 2025 at 8:12 PM
Across the world, legacy fossil fuel plants are being retrofitted as "clean energy hubs"—150+ examples and counting. Here's a database that tracks them.
Exciting developments via Africa's clean energy giant:
After installing about 50% of Kenya's power generation from geothermal resources, KenGen has already begun projects Ethiopia, with new exploration now underway in Zambia and Tanzania.
#Kenya
#EnergySky
#Geothermal
After installing about 50% of Kenya's power generation from geothermal resources, KenGen has already begun projects Ethiopia, with new exploration now underway in Zambia and Tanzania.
#Kenya
#EnergySky
#Geothermal
KenGen secures geothermal exploration rights in Zambia and Tanzania
KenGen has secured geothermal exploration rights in Zambia and Tanzania, further strengthening its leading position for geothermal in East Africa.
www.thinkgeoenergy.com
April 21, 2025 at 6:39 PM
Exciting developments via Africa's clean energy giant:
After installing about 50% of Kenya's power generation from geothermal resources, KenGen has already begun projects Ethiopia, with new exploration now underway in Zambia and Tanzania.
#Kenya
#EnergySky
#Geothermal
After installing about 50% of Kenya's power generation from geothermal resources, KenGen has already begun projects Ethiopia, with new exploration now underway in Zambia and Tanzania.
#Kenya
#EnergySky
#Geothermal
An incredible graphic on the scale of uncertainty in US data center forecasts and its impact on load growth.
Don Draper: "So we scare everyone into thinking exponential power demand is inevitable and the grid will break without more coal and gas-fired generation"
#AI
#Data
#EnergySky
Don Draper: "So we scare everyone into thinking exponential power demand is inevitable and the grid will break without more coal and gas-fired generation"
#AI
#Data
#EnergySky
April 17, 2025 at 4:45 PM
An incredible graphic on the scale of uncertainty in US data center forecasts and its impact on load growth.
Don Draper: "So we scare everyone into thinking exponential power demand is inevitable and the grid will break without more coal and gas-fired generation"
#AI
#Data
#EnergySky
Don Draper: "So we scare everyone into thinking exponential power demand is inevitable and the grid will break without more coal and gas-fired generation"
#AI
#Data
#EnergySky
Reposted by Milo McBride
The U.S.’s reliance on China for rare earth minerals is nearly total. In a U.S.-China trade war, American manufacturers are under critical threat. But so far, policymakers haven’t taken the threat seriously, says @milomcbride.bsky.social 👇
Full article in @nytimes.com ➡️ buff.ly/EpyJIk9
Full article in @nytimes.com ➡️ buff.ly/EpyJIk9
April 16, 2025 at 3:37 PM
The U.S.’s reliance on China for rare earth minerals is nearly total. In a U.S.-China trade war, American manufacturers are under critical threat. But so far, policymakers haven’t taken the threat seriously, says @milomcbride.bsky.social 👇
Full article in @nytimes.com ➡️ buff.ly/EpyJIk9
Full article in @nytimes.com ➡️ buff.ly/EpyJIk9
Great speaking with the @washingtonpost.com about China's role in the current clean energy and industrial landscape:
“It is difficult to overstate China’s singular lead across clean energy technologies. The gaps are both enormous and historically unprecedented.”
#China
#GreenSky
“It is difficult to overstate China’s singular lead across clean energy technologies. The gaps are both enormous and historically unprecedented.”
#China
#GreenSky
How China came to dominate the world in renewable energy
China now eclipses every other country in the world — including the United States — in the green technologies of the future. Here’s how it achieved this lead.
www.washingtonpost.com
April 15, 2025 at 10:29 AM
Great speaking with the @washingtonpost.com about China's role in the current clean energy and industrial landscape:
“It is difficult to overstate China’s singular lead across clean energy technologies. The gaps are both enormous and historically unprecedented.”
#China
#GreenSky
“It is difficult to overstate China’s singular lead across clean energy technologies. The gaps are both enormous and historically unprecedented.”
#China
#GreenSky
All this talk of mineral security is missing point.
In my latest for Cipher News, I argue that developing a domestic mineral supply chain will require long-term demand, an area that clean tech manufacturing is strategically positioned.
Big thanks to @amyaharder.bsky.social for this opportunity.
In my latest for Cipher News, I argue that developing a domestic mineral supply chain will require long-term demand, an area that clean tech manufacturing is strategically positioned.
Big thanks to @amyaharder.bsky.social for this opportunity.
Clean energy manufacturing is the path to mineral security - Cipher News
To build their own supply chains for critical minerals, the EU and U.S. will need to first ensure there is large and ongoing mineral demand from the clean technology industry.
www.ciphernews.com
April 14, 2025 at 4:30 PM
All this talk of mineral security is missing point.
In my latest for Cipher News, I argue that developing a domestic mineral supply chain will require long-term demand, an area that clean tech manufacturing is strategically positioned.
Big thanks to @amyaharder.bsky.social for this opportunity.
In my latest for Cipher News, I argue that developing a domestic mineral supply chain will require long-term demand, an area that clean tech manufacturing is strategically positioned.
Big thanks to @amyaharder.bsky.social for this opportunity.
Reposted by Milo McBride
“If you want rare earths, you want to get that online to incubate an industry and process materials, offshore wind is probably the best thing you can do to give a demand signal,” he said. “Electric vehicles as well. That’s the rare earth market.”
🔌💡
🔌💡
Montana's "geological unicorn" has by far the most concentrated deposits of any rare earth reserves discovered in the U.S.
Plus Sheep Creek has gallium, a metal needed for microchips that China is restricting.
Exclusive new data on the project in my newsletter:
kaufman.substack.com/p/montanas-g...
Plus Sheep Creek has gallium, a metal needed for microchips that China is restricting.
Exclusive new data on the project in my newsletter:
kaufman.substack.com/p/montanas-g...
Montana’s ‘geological unicorn’ could give the U.S. a win over China
EXCLUSIVE: New data show how the proposed Sheep Creek mine in Big Sky Country stacks up to other U.S. rare earth finds.
kaufman.substack.com
March 18, 2025 at 11:29 AM
“If you want rare earths, you want to get that online to incubate an industry and process materials, offshore wind is probably the best thing you can do to give a demand signal,” he said. “Electric vehicles as well. That’s the rare earth market.”
🔌💡
🔌💡
Reposted by Milo McBride
Proud of my team’s deeply researched and timely publication, released yesterday, making the case that the United States should care deeply about winning the global race for clean energy technology. But first, we have to stop losing it.
carnegieendowment.org/research/202...
carnegieendowment.org/research/202...
How the U.S. Can Stop Losing the Race for Clean Energy
The United States lags far behind China in the race for clean energy technologies and critical minerals. It needs a robust domestic industrial policy and international partnerships to make up ground.
carnegieendowment.org
February 27, 2025 at 2:55 PM
Proud of my team’s deeply researched and timely publication, released yesterday, making the case that the United States should care deeply about winning the global race for clean energy technology. But first, we have to stop losing it.
carnegieendowment.org/research/202...
carnegieendowment.org/research/202...
Reposted by Milo McBride
🚨For the past year, Carnegie has convened a bipartisan taskforce of past and future policymakers and industry leaders to explore the clean energy supply chain and develop a roadmap for the future.
📝Today, the taskforce released its final report and recommendations: t.co/yQtyxNDLPT
📝Today, the taskforce released its final report and recommendations: t.co/yQtyxNDLPT
The U.S. Foreign Policy for Clean Energy Taskforce
Clean energy and associated products are increasingly essential for the security and prosperity of the United States. But if the United States is to decarbonize its own economy and do its part to cut…
t.co
February 27, 2025 at 9:41 PM
🚨For the past year, Carnegie has convened a bipartisan taskforce of past and future policymakers and industry leaders to explore the clean energy supply chain and develop a roadmap for the future.
📝Today, the taskforce released its final report and recommendations: t.co/yQtyxNDLPT
📝Today, the taskforce released its final report and recommendations: t.co/yQtyxNDLPT
Reposted by Milo McBride
📝"Revolutionary shifts are underway in energy and mineral geopolitics," write @milomcbride.bsky.social and Daniel Helmeci.
To stay on top in the mineral market, the U.S. must focus on diplomatic engagement, inter-agency collaboration, and immediate results.
—More here: t.co/85eYlOIG6z
Minerals, Manufacturing, and Markets: Foreign Policy for U.S. Energy Technology and Minerals
The United States has deployed varying degrees of diplomacy, foreign financing, and trade for new energy technologies—but a pragmatic, holistic strategy is in order.
t.co
February 27, 2025 at 9:41 PM
📝"Revolutionary shifts are underway in energy and mineral geopolitics," write @milomcbride.bsky.social and Daniel Helmeci.
To stay on top in the mineral market, the U.S. must focus on diplomatic engagement, inter-agency collaboration, and immediate results.
—More here: t.co/85eYlOIG6z
Reposted by Milo McBride
Costa Rica is apparently positioning itself as a new semiconductor manufacturing hub as the U.S. looks to diversify away from Taiwan. Energy must play a part. As Taiwan loses its nuclear, Costa Rica is like 70% hydroelectricity followed by geothermal — both clean firm sources.
February 9, 2025 at 1:41 PM
Costa Rica is apparently positioning itself as a new semiconductor manufacturing hub as the U.S. looks to diversify away from Taiwan. Energy must play a part. As Taiwan loses its nuclear, Costa Rica is like 70% hydroelectricity followed by geothermal — both clean firm sources.
How and where does the U.S. allocate funding for disaster relief? Check out this novel analysis provided in the Disaster Dollar Database on these timely trends.
Some stellar work from my colleagues @sarahlabo.bsky.social and @debbragoh.bsky.social at @carnegieendowment.org
#ClimateSky
#GreenSky
Some stellar work from my colleagues @sarahlabo.bsky.social and @debbragoh.bsky.social at @carnegieendowment.org
#ClimateSky
#GreenSky
Tracking U.S. Federal Disaster Spending: The Disaster Dollar Database
The Disaster Dollar Database is a tool that tracks the major sources of grant-based federal funding for disaster recovery in the United States.
carnegieendowment.org
February 9, 2025 at 12:11 AM
How and where does the U.S. allocate funding for disaster relief? Check out this novel analysis provided in the Disaster Dollar Database on these timely trends.
Some stellar work from my colleagues @sarahlabo.bsky.social and @debbragoh.bsky.social at @carnegieendowment.org
#ClimateSky
#GreenSky
Some stellar work from my colleagues @sarahlabo.bsky.social and @debbragoh.bsky.social at @carnegieendowment.org
#ClimateSky
#GreenSky
Tectonic shifts are underway in the global wind market:
China’s OEMs are exporting turbines across Asia, Africa, and even Europe at record pace and low cost.
Expect Xi’s “new three” (EVs, PV, batteries) to become the “new four” in due time.
Great podcast from BNEF
#Wind
#EnergySky
China’s OEMs are exporting turbines across Asia, Africa, and even Europe at record pace and low cost.
Expect Xi’s “new three” (EVs, PV, batteries) to become the “new four” in due time.
Great podcast from BNEF
#Wind
#EnergySky
Global Wind Market Shifts as Chinese Exports Expand
Podcast Episode · Switched On · 02/06/2025 · 31m
podcasts.apple.com
February 7, 2025 at 2:35 AM
Tectonic shifts are underway in the global wind market:
China’s OEMs are exporting turbines across Asia, Africa, and even Europe at record pace and low cost.
Expect Xi’s “new three” (EVs, PV, batteries) to become the “new four” in due time.
Great podcast from BNEF
#Wind
#EnergySky
China’s OEMs are exporting turbines across Asia, Africa, and even Europe at record pace and low cost.
Expect Xi’s “new three” (EVs, PV, batteries) to become the “new four” in due time.
Great podcast from BNEF
#Wind
#EnergySky
The oil & gas majors know the EV revolution is here and they are hedging on more plastic production to cushion the blow to crude demand.
In a world where microplastics are found everywhere - from our blood to the deep sea - it’s a tragic and harmful use of resources.
#EnergySky
#ClimateSky
In a world where microplastics are found everywhere - from our blood to the deep sea - it’s a tragic and harmful use of resources.
#EnergySky
#ClimateSky
Exxon is quietly planning a new $8.6 billion plastics plant in Texas.
Exxon's proposal for a plastics factory on the Gulf Coast raises alarms for a community already dealing with pollution.
grist.org/accountabili...
#Texas #Exxon #Plastic #Climate
Exxon's proposal for a plastics factory on the Gulf Coast raises alarms for a community already dealing with pollution.
grist.org/accountabili...
#Texas #Exxon #Plastic #Climate
Exxon is quietly planning a new $8.6 billion plastics plant in Texas
Exxon's proposal for a plastics factory on the Gulf Coast raises alarms for a community already dealing with pollution.
grist.org
February 6, 2025 at 12:43 PM
The oil & gas majors know the EV revolution is here and they are hedging on more plastic production to cushion the blow to crude demand.
In a world where microplastics are found everywhere - from our blood to the deep sea - it’s a tragic and harmful use of resources.
#EnergySky
#ClimateSky
In a world where microplastics are found everywhere - from our blood to the deep sea - it’s a tragic and harmful use of resources.
#EnergySky
#ClimateSky