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
This reserve must be technocratic and independent — think more "Federal Reserve" than "industrial czar."
Let private capital drive supply, but give it the confidence that markets won’t be hijacked by foreign distortions. 6/
Let private capital drive supply, but give it the confidence that markets won’t be hijacked by foreign distortions. 6/
June 30, 2025 at 11:57 AM
This reserve must be technocratic and independent — think more "Federal Reserve" than "industrial czar."
Let private capital drive supply, but give it the confidence that markets won’t be hijacked by foreign distortions. 6/
Let private capital drive supply, but give it the confidence that markets won’t be hijacked by foreign distortions. 6/
That means rebuilding market infrastructure:
- Transparent benchmark contracts
- Physical exchanges for metals and minerals
- Liquidity to reduce investment risk
Without this, even strong firms like Albemarle can't justify new U.S. refining capacity. 4/
- Transparent benchmark contracts
- Physical exchanges for metals and minerals
- Liquidity to reduce investment risk
Without this, even strong firms like Albemarle can't justify new U.S. refining capacity. 4/
June 30, 2025 at 11:56 AM
That means rebuilding market infrastructure:
- Transparent benchmark contracts
- Physical exchanges for metals and minerals
- Liquidity to reduce investment risk
Without this, even strong firms like Albemarle can't justify new U.S. refining capacity. 4/
- Transparent benchmark contracts
- Physical exchanges for metals and minerals
- Liquidity to reduce investment risk
Without this, even strong firms like Albemarle can't justify new U.S. refining capacity. 4/
China dominates critical minerals not just through production — but by controlling markets.
U.S. firms operate in a global pricing system designed by and for China’s industrial policy.
2/
U.S. firms operate in a global pricing system designed by and for China’s industrial policy.
2/
June 30, 2025 at 11:35 AM
China dominates critical minerals not just through production — but by controlling markets.
U.S. firms operate in a global pricing system designed by and for China’s industrial policy.
2/
U.S. firms operate in a global pricing system designed by and for China’s industrial policy.
2/
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/
Democrats too often treat oil like a political piñata. But if you don’t have a plan for oil, it’ll have one for you.
Blocking SPR buys in 2020 helped pave the way for $5 gas. Symbolic fracking bans only drive away voters—and producers.
Blocking SPR buys in 2020 helped pave the way for $5 gas. Symbolic fracking bans only drive away voters—and producers.
May 4, 2025 at 1:05 PM
Democrats too often treat oil like a political piñata. But if you don’t have a plan for oil, it’ll have one for you.
Blocking SPR buys in 2020 helped pave the way for $5 gas. Symbolic fracking bans only drive away voters—and producers.
Blocking SPR buys in 2020 helped pave the way for $5 gas. Symbolic fracking bans only drive away voters—and producers.
That means stability across the board:
👉 Defending the Inflation Reduction Act
👉 Refill the SPR to support domestic energy production
👉 Fixing broken permitting laws that delay critical projects
👉 Defending the Inflation Reduction Act
👉 Refill the SPR to support domestic energy production
👉 Fixing broken permitting laws that delay critical projects
May 4, 2025 at 12:57 PM
That means stability across the board:
👉 Defending the Inflation Reduction Act
👉 Refill the SPR to support domestic energy production
👉 Fixing broken permitting laws that delay critical projects
👉 Defending the Inflation Reduction Act
👉 Refill the SPR to support domestic energy production
👉 Fixing broken permitting laws that delay critical projects
Turmoil in the sector is no accident — it’s the direct result of President Trump’s economic vandalism.
-Prices crashing below breakevens
-China retaliating on US LNG
-Tariffs raising equipment costs
Don't take my word for it — look at these comments from oil and gas execs.
-Prices crashing below breakevens
-China retaliating on US LNG
-Tariffs raising equipment costs
Don't take my word for it — look at these comments from oil and gas execs.
May 4, 2025 at 12:54 PM
Turmoil in the sector is no accident — it’s the direct result of President Trump’s economic vandalism.
-Prices crashing below breakevens
-China retaliating on US LNG
-Tariffs raising equipment costs
Don't take my word for it — look at these comments from oil and gas execs.
-Prices crashing below breakevens
-China retaliating on US LNG
-Tariffs raising equipment costs
Don't take my word for it — look at these comments from oil and gas execs.
But markets alone can’t guarantee enough storage to handle shocks. When prices crash (like March 2020) or spike (like 2022), limited storage magnifies volatility.
Strategic reserves can act as a buyer or seller of last resort—stabilizing investment and shielding consumers. 3/
Strategic reserves can act as a buyer or seller of last resort—stabilizing investment and shielding consumers. 3/
April 30, 2025 at 6:48 PM
But markets alone can’t guarantee enough storage to handle shocks. When prices crash (like March 2020) or spike (like 2022), limited storage magnifies volatility.
Strategic reserves can act as a buyer or seller of last resort—stabilizing investment and shielding consumers. 3/
Strategic reserves can act as a buyer or seller of last resort—stabilizing investment and shielding consumers. 3/
When there’s no slack—no margin for error—small disruptions cause massive volatility.
Storage can act as a shock absorber: smoothing prices, buying time, and restoring confidence when it matters most.
Storage can act as a shock absorber: smoothing prices, buying time, and restoring confidence when it matters most.
April 30, 2025 at 6:48 PM
When there’s no slack—no margin for error—small disruptions cause massive volatility.
Storage can act as a shock absorber: smoothing prices, buying time, and restoring confidence when it matters most.
Storage can act as a shock absorber: smoothing prices, buying time, and restoring confidence when it matters most.
11/ “Keep it in the ground” might be catchy but it doesn’t work in global markets.
Russia, Qatar, others will happily step in to fill in the gap.
Instead of dogma, let’s pursue an approach that couples price stability with strengthening incentives for decarbonization.
Russia, Qatar, others will happily step in to fill in the gap.
Instead of dogma, let’s pursue an approach that couples price stability with strengthening incentives for decarbonization.
December 9, 2024 at 11:45 PM
11/ “Keep it in the ground” might be catchy but it doesn’t work in global markets.
Russia, Qatar, others will happily step in to fill in the gap.
Instead of dogma, let’s pursue an approach that couples price stability with strengthening incentives for decarbonization.
Russia, Qatar, others will happily step in to fill in the gap.
Instead of dogma, let’s pursue an approach that couples price stability with strengthening incentives for decarbonization.
7/ Until we get there, people demand energy. Natty is better than coal. Even oil is better than coal.
And other considerations come in, like national security.
People still demand fossil fuels, and substituting Russian for American gets us nowhere good.
And other considerations come in, like national security.
People still demand fossil fuels, and substituting Russian for American gets us nowhere good.
December 9, 2024 at 11:42 PM
7/ Until we get there, people demand energy. Natty is better than coal. Even oil is better than coal.
And other considerations come in, like national security.
People still demand fossil fuels, and substituting Russian for American gets us nowhere good.
And other considerations come in, like national security.
People still demand fossil fuels, and substituting Russian for American gets us nowhere good.
6/ The best role of the US is, as quickly as possible, commercializing clean, firm technology like next-gen geothermal, SMRs, and yes carbon capture, so that they can be deployed across the world and bring down emissions.
I’ve written a number of proposals on how to do that.
I’ve written a number of proposals on how to do that.
December 9, 2024 at 11:42 PM
6/ The best role of the US is, as quickly as possible, commercializing clean, firm technology like next-gen geothermal, SMRs, and yes carbon capture, so that they can be deployed across the world and bring down emissions.
I’ve written a number of proposals on how to do that.
I’ve written a number of proposals on how to do that.
4/ And now when the best modelling demonstrates the absolute imperative of fixing our broken permitting system, many of these same groups are entirely absent or actively opposed to any compromise on reform.
December 9, 2024 at 11:39 PM
4/ And now when the best modelling demonstrates the absolute imperative of fixing our broken permitting system, many of these same groups are entirely absent or actively opposed to any compromise on reform.
2/ In the context of the IRA & IIJA, the goal of this strategy wasn’t to turn red seats blue. It wasn’t to make GOP politicians climate hawks.
It was to create durable incentives for decarb that would outlast an administration.
And it’s working!
It was to create durable incentives for decarb that would outlast an administration.
And it’s working!
December 9, 2024 at 11:39 PM
2/ In the context of the IRA & IIJA, the goal of this strategy wasn’t to turn red seats blue. It wasn’t to make GOP politicians climate hawks.
It was to create durable incentives for decarb that would outlast an administration.
And it’s working!
It was to create durable incentives for decarb that would outlast an administration.
And it’s working!
1/ I wrote for NYT on a 3-prong strategy for climate progress under Trump.
-innovation & industrial strategy
-pragmatism on fossil fuels
-expand interests that benefit from decarb
This same approach led to IRA/IIJA.
But it did not pass the test for many activist groups.
-innovation & industrial strategy
-pragmatism on fossil fuels
-expand interests that benefit from decarb
This same approach led to IRA/IIJA.
But it did not pass the test for many activist groups.
December 9, 2024 at 11:38 PM
1/ I wrote for NYT on a 3-prong strategy for climate progress under Trump.
-innovation & industrial strategy
-pragmatism on fossil fuels
-expand interests that benefit from decarb
This same approach led to IRA/IIJA.
But it did not pass the test for many activist groups.
-innovation & industrial strategy
-pragmatism on fossil fuels
-expand interests that benefit from decarb
This same approach led to IRA/IIJA.
But it did not pass the test for many activist groups.
Climate advocates might feel hopeless with Pres-elect Trump returning to the WH.
They shouldn’t.
I wrote about how to make progress for NYT
1. Focus on innovation and industrial strategy
2. Be pragmatic about fossil fuels
3. Expand the interests that gain from decarbonization
They shouldn’t.
I wrote about how to make progress for NYT
1. Focus on innovation and industrial strategy
2. Be pragmatic about fossil fuels
3. Expand the interests that gain from decarbonization
December 8, 2024 at 1:29 PM
Climate advocates might feel hopeless with Pres-elect Trump returning to the WH.
They shouldn’t.
I wrote about how to make progress for NYT
1. Focus on innovation and industrial strategy
2. Be pragmatic about fossil fuels
3. Expand the interests that gain from decarbonization
They shouldn’t.
I wrote about how to make progress for NYT
1. Focus on innovation and industrial strategy
2. Be pragmatic about fossil fuels
3. Expand the interests that gain from decarbonization
Is this 24,169 what you’re referring to?
November 18, 2024 at 12:32 AM
Is this 24,169 what you’re referring to?
Worth a read www.washingtonpost.com/opinions/202...
November 17, 2024 at 2:32 PM
Worth a read www.washingtonpost.com/opinions/202...
Actually yes, originally. The governing statute as you can see includes objectives and procedural goals like encouraging competition and maximizing domestic production
November 4, 2023 at 1:22 AM
Actually yes, originally. The governing statute as you can see includes objectives and procedural goals like encouraging competition and maximizing domestic production
Put this baby in the louvre
May 18, 2023 at 12:42 AM
Put this baby in the louvre
Curious how images post so I’m putting up what’s first in my gallery
April 28, 2023 at 5:21 PM
Curious how images post so I’m putting up what’s first in my gallery