Arnab Datta
@arnabdatta.bsky.social
Personal Account. Views my own & RT/Likes do not equal endorsements.
Currently at Employ America and IFP
Currently at Employ America and IFP
Pinned
Arnab Datta
@arnabdatta.bsky.social
· May 4
Opinion | Democrats Have Been at War With Oil Barons for Far Too Long
Turmoil in the energy sector is no accident — it’s the direct result of President Trump’s economic vandalism.
www.nytimes.com
Pres. Trump has kneecapped American oil & gas with cost increases, a neutered economy, and more power for OPEC.
Oil and gas are still too important to the economy to leave solely to markets or the GOP.
Democrats need a plan.
My latest for @nytopinion.nytimes.com. www.nytimes.com/2025/05/04/o... 🧵
Oil and gas are still too important to the economy to leave solely to markets or the GOP.
Democrats need a plan.
My latest for @nytopinion.nytimes.com. www.nytimes.com/2025/05/04/o... 🧵
Reposted by Arnab Datta
@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...
Introducing Factory Settings
A new series about how CHIPS succeeded
www.factorysettings.org
November 10, 2025 at 11:14 PM
@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...
Reposted by Arnab Datta
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...
@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...
www.bloomberg.com
September 13, 2025 at 4:40 PM
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...
@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...
Reposted by Arnab Datta
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...
They note it improves on past industrial policy (e.g. Tesla) while not addressing some current challenges.
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...
www.bloomberg.com
September 12, 2025 at 4:32 PM
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...
They note it improves on past industrial policy (e.g. Tesla) while not addressing some current challenges.
www.bloomberg.com/news/newslet...
Reposted by Arnab Datta
I'm horrified by the shooting of Charlie Kirk at a college event in Utah.
Political violence has no place in our country.
Political violence has no place in our country.
September 10, 2025 at 7:34 PM
I'm horrified by the shooting of Charlie Kirk at a college event in Utah.
Political violence has no place in our country.
Political violence has no place in our country.
Reposted by Arnab Datta
okay @robinsonmeyer.bsky.social won the email subject line game today, this is 🤌 (good excuse to plug the very good @heatmap.news newsletter too!)
September 9, 2025 at 11:15 PM
okay @robinsonmeyer.bsky.social won the email subject line game today, this is 🤌 (good excuse to plug the very good @heatmap.news newsletter too!)
Reposted by Arnab Datta
@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...
Some was covered at the hearing, but there's more...
www.employamerica.org/monetary-pol...
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...
www.employamerica.org
September 9, 2025 at 5:29 PM
@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...
Some was covered at the hearing, but there's more...
www.employamerica.org/monetary-pol...
Reposted by Arnab Datta
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.
August 11, 2025 at 4:57 PM
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.
Reposted by Arnab Datta
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.
Libs block fossil fuel development and Cons block renewables is going to be an immensely irksome and economically destructive cycle.
August 1, 2025 at 11:40 AM
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.
Libs block fossil fuel development and Cons block renewables is going to be an immensely irksome and economically destructive cycle.
Had a lot of fun going on Oil Ground Up with Rory to chat about the SPR!
🎙️ 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...
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...
Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
Oil Ground Up · Episode
open.spotify.com
July 21, 2025 at 12:01 PM
Had a lot of fun going on Oil Ground Up with Rory to chat about the SPR!
Reposted by Arnab Datta
🎙️ 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...
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...
Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
Oil Ground Up · Episode
open.spotify.com
July 20, 2025 at 12:01 PM
🎙️ 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...
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...
Reposted by Arnab Datta
new EA just dropped
Exciting news: Employ America is relaunching to face the challenges of a new era! Not only do we have a new logo and new branding, but we’ve also refocused our work pursuing Full Employment, and the array of policy solutions that can sustain it
www.employamerica.org/expanding-th...
www.employamerica.org/expanding-th...
Our Mission In An Age Of Turbulence: Creating A New Economic Policy Toolkit
ICYMI: The Past, Present, And Future Of Macroeconomic Policy
Overview
Employ America was founded to advance the cause of full employment. In a full employment economy, jobs are plentiful, wage grow...
www.employamerica.org
July 11, 2025 at 1:30 PM
new EA just dropped
Reposted by Arnab Datta
Exciting news: Employ America is relaunching to face the challenges of a new era! Not only do we have a new logo and new branding, but we’ve also refocused our work pursuing Full Employment, and the array of policy solutions that can sustain it
www.employamerica.org/expanding-th...
www.employamerica.org/expanding-th...
Our Mission In An Age Of Turbulence: Creating A New Economic Policy Toolkit
ICYMI: The Past, Present, And Future Of Macroeconomic Policy
Overview
Employ America was founded to advance the cause of full employment. In a full employment economy, jobs are plentiful, wage grow...
www.employamerica.org
July 11, 2025 at 1:06 PM
Exciting news: Employ America is relaunching to face the challenges of a new era! Not only do we have a new logo and new branding, but we’ve also refocused our work pursuing Full Employment, and the array of policy solutions that can sustain it
www.employamerica.org/expanding-th...
www.employamerica.org/expanding-th...
Reposted by Arnab Datta
Since transit twitter has moved here. A friend forwarded this onto me. Have a good idea? 2k to write about it!
ifp.org/call-for-pro...
ifp.org/call-for-pro...
Call for Proposals: The Transit Policy Playbook | IFP
It costs New York City more than eight times as much to build a mile of subway as Paris — and more than twice as much as Madrid. New York isn’t alone —
ifp.org
July 5, 2025 at 10:41 PM
Since transit twitter has moved here. A friend forwarded this onto me. Have a good idea? 2k to write about it!
ifp.org/call-for-pro...
ifp.org/call-for-pro...
Reposted by Arnab Datta
Worthwhile from Daleep Singh and @arnabdatta.bsky.social.
After the financial crisis, China built up market-making power, which now shapes minerals contracts around the world.
They propose US lend to + insure liquidity providers in mineral market, and invest in storage.
www.ft.com/content/a38a...
After the financial crisis, China built up market-making power, which now shapes minerals contracts around the world.
They propose US lend to + insure liquidity providers in mineral market, and invest in storage.
www.ft.com/content/a38a...
The US can beat China on critical minerals but not by copying it
America must rebuild the infrastructure that underpins markets and thus supply chains
www.ft.com
July 1, 2025 at 1:12 PM
Worthwhile from Daleep Singh and @arnabdatta.bsky.social.
After the financial crisis, China built up market-making power, which now shapes minerals contracts around the world.
They propose US lend to + insure liquidity providers in mineral market, and invest in storage.
www.ft.com/content/a38a...
After the financial crisis, China built up market-making power, which now shapes minerals contracts around the world.
They propose US lend to + insure liquidity providers in mineral market, and invest in storage.
www.ft.com/content/a38a...
Reposted by Arnab Datta
Great piece, plus good thoughts by @ArnabDatta321 on some of the smart ideas needed for the US to build alternative critical mineral supply chains.
Building more resilient markets for secure production will be far more effective than penalizing downstream industries for sourcing habits.
Building more resilient markets for secure production will be far more effective than penalizing downstream industries for sourcing habits.
Trump’s trade talks made it clear: on critical minerals, China holds the cards.
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
June 30, 2025 at 4:20 PM
Great piece, plus good thoughts by @ArnabDatta321 on some of the smart ideas needed for the US to build alternative critical mineral supply chains.
Building more resilient markets for secure production will be far more effective than penalizing downstream industries for sourcing habits.
Building more resilient markets for secure production will be far more effective than penalizing downstream industries for sourcing habits.
Reposted by Arnab Datta
FT column on what the US strategy should be on rare earths from Daleep Singh, chief global economist at PGIM and former US deputy national security adviser for international economics, and Arnab Datta of Employ America
Trump’s trade talks made it clear: on critical minerals, China holds the cards.
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
June 30, 2025 at 12:57 PM
FT column on what the US strategy should be on rare earths from Daleep Singh, chief global economist at PGIM and former US deputy national security adviser for international economics, and Arnab Datta of Employ America
Reposted by Arnab Datta
A good piece.
Trump’s trade talks made it clear: on critical minerals, China holds the cards.
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
June 30, 2025 at 11:49 AM
A good piece.
Trump’s trade talks made it clear: on critical minerals, China holds the cards.
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
June 30, 2025 at 11:34 AM
Trump’s trade talks made it clear: on critical minerals, China holds the cards.
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete.
New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
Reposted by Arnab Datta
Justice Ketanji Brown Jackson called yesterday's decision about nationwide injunctions "an existential threat to the rule of law."
She's mistaken.
My latest in @theatlantic.com: www.theatlantic.com/ideas/archiv...
She's mistaken.
My latest in @theatlantic.com: www.theatlantic.com/ideas/archiv...
The Supreme Court Put Nationwide Injunctions to the Torch
That isn’t the disaster for birthright citizenship that some fear.
www.theatlantic.com
June 28, 2025 at 12:38 PM
Justice Ketanji Brown Jackson called yesterday's decision about nationwide injunctions "an existential threat to the rule of law."
She's mistaken.
My latest in @theatlantic.com: www.theatlantic.com/ideas/archiv...
She's mistaken.
My latest in @theatlantic.com: www.theatlantic.com/ideas/archiv...
Reposted by Arnab Datta
What's more -- and this is really the key point of my piece -- there are all sorts of ways that the plaintiffs in these cases can get sweeping relief.
June 28, 2025 at 12:39 PM
What's more -- and this is really the key point of my piece -- there are all sorts of ways that the plaintiffs in these cases can get sweeping relief.
Reposted by Arnab Datta
This is a super important point. Strongly recommend at least scanning Nick’s thread from here.
The CASA op is a shanda. But in thinking through next moves, it’s crucial to be clear eyed about the paths to broad relief that remain, esp class actions, associational standing, and APA vacatur.
The CASA op is a shanda. But in thinking through next moves, it’s crucial to be clear eyed about the paths to broad relief that remain, esp class actions, associational standing, and APA vacatur.
What's more -- and this is really the key point of my piece -- there are all sorts of ways that the plaintiffs in these cases can get sweeping relief.
June 28, 2025 at 3:27 PM
This is a super important point. Strongly recommend at least scanning Nick’s thread from here.
The CASA op is a shanda. But in thinking through next moves, it’s crucial to be clear eyed about the paths to broad relief that remain, esp class actions, associational standing, and APA vacatur.
The CASA op is a shanda. But in thinking through next moves, it’s crucial to be clear eyed about the paths to broad relief that remain, esp class actions, associational standing, and APA vacatur.
Reposted by Arnab Datta
This Odd Lots interview with Fulop is great. You can tell when a YIMBY really knows what they're talking about and can get in the weeds vs someone who just says build/zoning/build/zoning.
June 5, 2025 at 3:04 PM
This Odd Lots interview with Fulop is great. You can tell when a YIMBY really knows what they're talking about and can get in the weeds vs someone who just says build/zoning/build/zoning.
Reposted by Arnab Datta
🚨Is there a reckoning coming for the US natural gas market?
Will the US produce enough natural gas to avoid rapid price increases for consumers?
Gas consumption for exports will increase from 18 bcfd to 30 bcfd by 2029.
Just by volume, that is nearly a third of all gas production in the US. 🧵 1/
Will the US produce enough natural gas to avoid rapid price increases for consumers?
Gas consumption for exports will increase from 18 bcfd to 30 bcfd by 2029.
Just by volume, that is nearly a third of all gas production in the US. 🧵 1/
June 5, 2025 at 2:00 PM
🚨Is there a reckoning coming for the US natural gas market?
Will the US produce enough natural gas to avoid rapid price increases for consumers?
Gas consumption for exports will increase from 18 bcfd to 30 bcfd by 2029.
Just by volume, that is nearly a third of all gas production in the US. 🧵 1/
Will the US produce enough natural gas to avoid rapid price increases for consumers?
Gas consumption for exports will increase from 18 bcfd to 30 bcfd by 2029.
Just by volume, that is nearly a third of all gas production in the US. 🧵 1/
Reposted by Arnab Datta
Hitting hard this morning that we're codifying the end of the American state as we know it, by one vote, and three of the would-be nay votes have died this year.
May 23, 2025 at 1:38 PM
Hitting hard this morning that we're codifying the end of the American state as we know it, by one vote, and three of the would-be nay votes have died this year.
Reposted by Arnab Datta
Not sure how many people realize that battery storage already supplies 30% of California’s electricity demand at peak.
Batteries aren’t the future — they’re here now.
Batteries aren’t the future — they’re here now.
May 23, 2025 at 5:04 PM
Not sure how many people realize that battery storage already supplies 30% of California’s electricity demand at peak.
Batteries aren’t the future — they’re here now.
Batteries aren’t the future — they’re here now.