Morgan D. Bazilian
@mbazilian.bsky.social
One of the world's foremost experts on energy security, energy poverty, critical minerals, national security, international investment, and space resources.
Not sure I will continue to publish "over here" - not as fun as advertised.
April 28, 2025 at 9:25 PM
Not sure I will continue to publish "over here" - not as fun as advertised.
Looking forward to again hosting Roger Pielke Jr to Payne Institute tomorrow.
Please join us for what will certainly be a fascinating and timely conversation:
payneinstitute.mines.edu/event/what-h...
Please join us for what will certainly be a fascinating and timely conversation:
payneinstitute.mines.edu/event/what-h...
What Happens When Self-Correction in Science Breaks Down? - Payne Institute for Public Policy
payneinstitute.mines.edu
April 28, 2025 at 9:21 PM
Looking forward to again hosting Roger Pielke Jr to Payne Institute tomorrow.
Please join us for what will certainly be a fascinating and timely conversation:
payneinstitute.mines.edu/event/what-h...
Please join us for what will certainly be a fascinating and timely conversation:
payneinstitute.mines.edu/event/what-h...
The Payne Institute satellite data team confirmed and analyzed a massive explosion at a Russian arsenal earlier this week.
This is part of our Global Conflict Monitoring:
payneinstitute.mines.edu/satellite-da...
This is part of our Global Conflict Monitoring:
payneinstitute.mines.edu/satellite-da...
Satellite Data Shows Massive Fire Following Russian Arsenal Explosion - Payne Institute for Public Policy
payneinstitute.mines.edu
April 24, 2025 at 10:42 AM
The Payne Institute satellite data team confirmed and analyzed a massive explosion at a Russian arsenal earlier this week.
This is part of our Global Conflict Monitoring:
payneinstitute.mines.edu/satellite-da...
This is part of our Global Conflict Monitoring:
payneinstitute.mines.edu/satellite-da...
Our latest for the @atlanticcouncil.bsky.social looks at
illicit minerals supply chains and the M23 insurgency in the Eastern DRC.
www.atlanticcouncil.org/blogs/energy...
illicit minerals supply chains and the M23 insurgency in the Eastern DRC.
www.atlanticcouncil.org/blogs/energy...
Illicit mineral supply chains fuel the DRC’s M23 insurgency
The illicit trade of mined materials is fueling the M23 insurgency in the eastern Democratic Republic of the Congo (DRC), threatening regional stability and hindering development. As the United States...
www.atlanticcouncil.org
April 23, 2025 at 9:03 PM
Our latest for the @atlanticcouncil.bsky.social looks at
illicit minerals supply chains and the M23 insurgency in the Eastern DRC.
www.atlanticcouncil.org/blogs/energy...
illicit minerals supply chains and the M23 insurgency in the Eastern DRC.
www.atlanticcouncil.org/blogs/energy...
Our latest looks at, what else: AI and energy demand!
The reality is that despite lots of lofty rhetoric, the bulk of new US data center energy demand will be met by natural gas plants.
nationalinterest.org/blog/energy-...
The reality is that despite lots of lofty rhetoric, the bulk of new US data center energy demand will be met by natural gas plants.
nationalinterest.org/blog/energy-...
The Smart Bet: Natural Gas for AI
With rising energy demand, natural gas for AI offers a reliable, scalable power solution for data centers and digital infrastructure.
nationalinterest.org
April 17, 2025 at 6:31 PM
Our latest looks at, what else: AI and energy demand!
The reality is that despite lots of lofty rhetoric, the bulk of new US data center energy demand will be met by natural gas plants.
nationalinterest.org/blog/energy-...
The reality is that despite lots of lofty rhetoric, the bulk of new US data center energy demand will be met by natural gas plants.
nationalinterest.org/blog/energy-...
Now that everyone is, again, a rare earths expert, it might be useful to go back to some of our research and writing over the last few years the Payne Institute...
As an example, last year's: "The U.S. Must Fortify Itself Against Future Mineral Export Bans"
www.realcleardefense.com/articles/202...
As an example, last year's: "The U.S. Must Fortify Itself Against Future Mineral Export Bans"
www.realcleardefense.com/articles/202...
www.realcleardefense.com
April 14, 2025 at 12:45 AM
Now that everyone is, again, a rare earths expert, it might be useful to go back to some of our research and writing over the last few years the Payne Institute...
As an example, last year's: "The U.S. Must Fortify Itself Against Future Mineral Export Bans"
www.realcleardefense.com/articles/202...
As an example, last year's: "The U.S. Must Fortify Itself Against Future Mineral Export Bans"
www.realcleardefense.com/articles/202...
For my huge following over here...
Our new satellite analysis looks closely at the Russian Arctic LNG2 project.
This project has significant implications for the LNG market, as well as for the wider Arctic security environment.
payneinstitute.mines.edu/eyes-on-the-...
Our new satellite analysis looks closely at the Russian Arctic LNG2 project.
This project has significant implications for the LNG market, as well as for the wider Arctic security environment.
payneinstitute.mines.edu/eyes-on-the-...
Eyes on the Arctic: Satellite Monitoring of the Arctic LNG 2 Terminal - Payne Institute for Public Policy
payneinstitute.mines.edu
April 11, 2025 at 2:21 AM
For my huge following over here...
Our new satellite analysis looks closely at the Russian Arctic LNG2 project.
This project has significant implications for the LNG market, as well as for the wider Arctic security environment.
payneinstitute.mines.edu/eyes-on-the-...
Our new satellite analysis looks closely at the Russian Arctic LNG2 project.
This project has significant implications for the LNG market, as well as for the wider Arctic security environment.
payneinstitute.mines.edu/eyes-on-the-...
The DOE just put out a new energy plan. To wit:
We wrote a comprehensive analysis of retrieving rare earths from coal ash about three years ago.
“RARE EARTH ELEMENT RESOURCE EVALUATION OF COAL BYPRODUCTS: A CASE STUDY FROM THE POWDER RIVER BASIN, WYOMING”
payneinstitute.mines.edu/rare-earth-e...
We wrote a comprehensive analysis of retrieving rare earths from coal ash about three years ago.
“RARE EARTH ELEMENT RESOURCE EVALUATION OF COAL BYPRODUCTS: A CASE STUDY FROM THE POWDER RIVER BASIN, WYOMING”
payneinstitute.mines.edu/rare-earth-e...
Rare earth element resource evaluation of coal byproducts: A case study from the Powder River Basin, Wyoming 1/22/2022 - Payne Institute for Public Policy
payneinstitute.mines.edu
April 8, 2025 at 10:50 PM
The DOE just put out a new energy plan. To wit:
We wrote a comprehensive analysis of retrieving rare earths from coal ash about three years ago.
“RARE EARTH ELEMENT RESOURCE EVALUATION OF COAL BYPRODUCTS: A CASE STUDY FROM THE POWDER RIVER BASIN, WYOMING”
payneinstitute.mines.edu/rare-earth-e...
We wrote a comprehensive analysis of retrieving rare earths from coal ash about three years ago.
“RARE EARTH ELEMENT RESOURCE EVALUATION OF COAL BYPRODUCTS: A CASE STUDY FROM THE POWDER RIVER BASIN, WYOMING”
payneinstitute.mines.edu/rare-earth-e...
Always a pleasure to talk to the great journalists at @marketplace.org!
Today, we discussed the difficult and complex times in the US oil market for companies and commodities.
www.marketplace.org/story/2025/0...
Today, we discussed the difficult and complex times in the US oil market for companies and commodities.
www.marketplace.org/story/2025/0...
Why are oil prices plummeting? Hint: it's not just tariffs.
When the economy slows down, the price of oil tends to fall. But this time, OPEC+ is increasing production despite weak demand.
www.marketplace.org
April 8, 2025 at 10:07 PM
Always a pleasure to talk to the great journalists at @marketplace.org!
Today, we discussed the difficult and complex times in the US oil market for companies and commodities.
www.marketplace.org/story/2025/0...
Today, we discussed the difficult and complex times in the US oil market for companies and commodities.
www.marketplace.org/story/2025/0...
Looking forward to talking US copper in Phoenix today!
April 8, 2025 at 1:32 PM
Looking forward to talking US copper in Phoenix today!
Proud to see our paper: "How the U.S. Can Leverage Security Assistance to Secure Supply Chains" published today in the new
"Future-Proofing U.S. Technology: Strategic Priorities Amid Chinese Tech Advancement" Compendium from New Line Institute
newlinesinstitute.org/strategic-te...
"Future-Proofing U.S. Technology: Strategic Priorities Amid Chinese Tech Advancement" Compendium from New Line Institute
newlinesinstitute.org/strategic-te...
Future-Proofing U.S. Technology: Strategic Priorities Amid Chinese Tech Advancement - New Lines Institute
Read the full compendium here Attend the launch event here In an era defined by rapid technological advancement, the United States faces an unprecedented strategic challenge: maintaining its technolog...
newlinesinstitute.org
April 7, 2025 at 3:57 PM
Proud to see our paper: "How the U.S. Can Leverage Security Assistance to Secure Supply Chains" published today in the new
"Future-Proofing U.S. Technology: Strategic Priorities Amid Chinese Tech Advancement" Compendium from New Line Institute
newlinesinstitute.org/strategic-te...
"Future-Proofing U.S. Technology: Strategic Priorities Amid Chinese Tech Advancement" Compendium from New Line Institute
newlinesinstitute.org/strategic-te...
Nice to see our Payne Institute satellite data being used for this important story.
All over Ukraine, war has made nighttime darker. Satellite imagery shows a significant dimming of lights since 2022. Darkness has spread indoors too, with power cuts becoming common during the war.
Ukrainians face fears during the country's darkest nights
All over Ukraine, war has made nighttime darker. Satellite imagery shows a significant dimming of lights since 2022. Darkness has spread indoors too, with power cuts becoming common during the war.
www.npr.org
April 5, 2025 at 4:19 PM
Nice to see our Payne Institute satellite data being used for this important story.
Reposted by Morgan D. Bazilian
All over Ukraine, war has made nighttime darker. Satellite imagery shows a significant dimming of lights since 2022. Darkness has spread indoors too, with power cuts becoming common during the war.
Ukrainians face fears during the country's darkest nights
All over Ukraine, war has made nighttime darker. Satellite imagery shows a significant dimming of lights since 2022. Darkness has spread indoors too, with power cuts becoming common during the war.
www.npr.org
April 5, 2025 at 4:17 PM
All over Ukraine, war has made nighttime darker. Satellite imagery shows a significant dimming of lights since 2022. Darkness has spread indoors too, with power cuts becoming common during the war.
Reposted by Morgan D. Bazilian
Our amazing Payne Institute for Public Policy satellite team provide insights on the recent tragic pipeline explosion in Malaysia.
payneinstitute.mines.edu/three-satell...
payneinstitute.mines.edu/three-satell...
Three Satellites Confirm Malaysia Pipeline Explosion: VNF Thermal Detections Corroborate Major Industrial Fire Near Kuala Lumpur - Payne Institute for Public Policy
payneinstitute.mines.edu
April 2, 2025 at 5:13 PM
Our amazing Payne Institute for Public Policy satellite team provide insights on the recent tragic pipeline explosion in Malaysia.
payneinstitute.mines.edu/three-satell...
payneinstitute.mines.edu/three-satell...
Our amazing Payne Institute for Public Policy satellite team provide insights on the recent tragic pipeline explosion in Malaysia.
payneinstitute.mines.edu/three-satell...
payneinstitute.mines.edu/three-satell...
Three Satellites Confirm Malaysia Pipeline Explosion: VNF Thermal Detections Corroborate Major Industrial Fire Near Kuala Lumpur - Payne Institute for Public Policy
payneinstitute.mines.edu
April 2, 2025 at 5:13 PM
Our amazing Payne Institute for Public Policy satellite team provide insights on the recent tragic pipeline explosion in Malaysia.
payneinstitute.mines.edu/three-satell...
payneinstitute.mines.edu/three-satell...
Getting domestic mining for critical minerals moving will require creative financial mechanisms.
Great work by Brad Handler and the Payne Institute for Public Policy's Energy Finance Lab.
www.mining.com/opinion-the-...
Great work by Brad Handler and the Payne Institute for Public Policy's Energy Finance Lab.
www.mining.com/opinion-the-...
Opinion: The mining executive order needs creative financial support to achieve its goals
The call for public financial support speaks to the very real financial challenges (and risks) that domestic mining faces given China’s dominant position across many key minerals.
www.mining.com
April 1, 2025 at 4:28 AM
Getting domestic mining for critical minerals moving will require creative financial mechanisms.
Great work by Brad Handler and the Payne Institute for Public Policy's Energy Finance Lab.
www.mining.com/opinion-the-...
Great work by Brad Handler and the Payne Institute for Public Policy's Energy Finance Lab.
www.mining.com/opinion-the-...
Join us tomorrow for a fascinating discussion!
As we welcome Trisha Curtis from PetroNerds from 1-2pm for a hybrid seminar, discussing:
"Energy Security, China, Inflation, and Oil Prices"
payneinstitute.mines.edu/event/a-disc...
As we welcome Trisha Curtis from PetroNerds from 1-2pm for a hybrid seminar, discussing:
"Energy Security, China, Inflation, and Oil Prices"
payneinstitute.mines.edu/event/a-disc...
A Discussion on Energy Security, China, Inflation, and Oil Prices - Payne Institute for Public Policy
payneinstitute.mines.edu
March 31, 2025 at 10:43 PM
Join us tomorrow for a fascinating discussion!
As we welcome Trisha Curtis from PetroNerds from 1-2pm for a hybrid seminar, discussing:
"Energy Security, China, Inflation, and Oil Prices"
payneinstitute.mines.edu/event/a-disc...
As we welcome Trisha Curtis from PetroNerds from 1-2pm for a hybrid seminar, discussing:
"Energy Security, China, Inflation, and Oil Prices"
payneinstitute.mines.edu/event/a-disc...
Reposted by Morgan D. Bazilian
As is becoming a trend, the minerals case for US interest in Greenland is overblown and largely ignorant of logistical/operational challenges.
Latest from @busbyj2.bsky.social @mbazilian.bsky.social and Emily Holland!
Latest from @busbyj2.bsky.social @mbazilian.bsky.social and Emily Holland!
Our new piece on Greenland's critical minerals w Emily Holland and @mbazilian.bsky.social. Setting aside the administration's effort to acquire the territory, accessing those minerals is challenging for a variety of reasons. nationalinterest.org/blog/energy-...
Greenland's Minerals Won't Secure the U.S. Supply Chain
Greenland’s minerals draw U.S. interest, but Arctic conditions, local opposition, and supply chain gaps limit near-term strategic gains.
nationalinterest.org
March 27, 2025 at 12:54 PM
As is becoming a trend, the minerals case for US interest in Greenland is overblown and largely ignorant of logistical/operational challenges.
Latest from @busbyj2.bsky.social @mbazilian.bsky.social and Emily Holland!
Latest from @busbyj2.bsky.social @mbazilian.bsky.social and Emily Holland!
Reposted by Morgan D. Bazilian
Our new piece on Greenland's critical minerals w Emily Holland and @mbazilian.bsky.social. Setting aside the administration's effort to acquire the territory, accessing those minerals is challenging for a variety of reasons. nationalinterest.org/blog/energy-...
Greenland's Minerals Won't Secure the U.S. Supply Chain
Greenland’s minerals draw U.S. interest, but Arctic conditions, local opposition, and supply chain gaps limit near-term strategic gains.
nationalinterest.org
March 26, 2025 at 2:19 PM
Our new piece on Greenland's critical minerals w Emily Holland and @mbazilian.bsky.social. Setting aside the administration's effort to acquire the territory, accessing those minerals is challenging for a variety of reasons. nationalinterest.org/blog/energy-...
Greenland is back in the news.
Emily Holland, Josh Busby, and I break down the national security and supply chain implications of accessing their critical minerals.
nationalinterest.org/blog/energy-...
Emily Holland, Josh Busby, and I break down the national security and supply chain implications of accessing their critical minerals.
nationalinterest.org/blog/energy-...
Greenland's Minerals Won't Secure the U.S. Supply Chain
Greenland’s minerals draw U.S. interest, but Arctic conditions, local opposition, and supply chain gaps limit near-term strategic gains.
nationalinterest.org
March 26, 2025 at 5:24 PM
Greenland is back in the news.
Emily Holland, Josh Busby, and I break down the national security and supply chain implications of accessing their critical minerals.
nationalinterest.org/blog/energy-...
Emily Holland, Josh Busby, and I break down the national security and supply chain implications of accessing their critical minerals.
nationalinterest.org/blog/energy-...
Reposted by Morgan D. Bazilian
The White House today issued its Executive Order on American Mineral Production.
Almost all of the elements in the EO we anticipated in two essays from three months ago:
1. foreignpolicy.com/2024/11/18/u...
2. source.benchmarkminerals.com/article/opin...
Almost all of the elements in the EO we anticipated in two essays from three months ago:
1. foreignpolicy.com/2024/11/18/u...
2. source.benchmarkminerals.com/article/opin...
5 Bipartisan Actions to Protect America’s Mineral Supply Chains
Congress needs to make sure critical resources are protected.
foreignpolicy.com
March 20, 2025 at 11:49 PM
The White House today issued its Executive Order on American Mineral Production.
Almost all of the elements in the EO we anticipated in two essays from three months ago:
1. foreignpolicy.com/2024/11/18/u...
2. source.benchmarkminerals.com/article/opin...
Almost all of the elements in the EO we anticipated in two essays from three months ago:
1. foreignpolicy.com/2024/11/18/u...
2. source.benchmarkminerals.com/article/opin...
The White House today issued its Executive Order on American Mineral Production.
Almost all of the elements in the EO we anticipated in two essays from three months ago:
1. foreignpolicy.com/2024/11/18/u...
2. source.benchmarkminerals.com/article/opin...
Almost all of the elements in the EO we anticipated in two essays from three months ago:
1. foreignpolicy.com/2024/11/18/u...
2. source.benchmarkminerals.com/article/opin...
5 Bipartisan Actions to Protect America’s Mineral Supply Chains
Congress needs to make sure critical resources are protected.
foreignpolicy.com
March 20, 2025 at 11:49 PM
The White House today issued its Executive Order on American Mineral Production.
Almost all of the elements in the EO we anticipated in two essays from three months ago:
1. foreignpolicy.com/2024/11/18/u...
2. source.benchmarkminerals.com/article/opin...
Almost all of the elements in the EO we anticipated in two essays from three months ago:
1. foreignpolicy.com/2024/11/18/u...
2. source.benchmarkminerals.com/article/opin...
A pleasure to speak to Ryan Warner on @cprnews.bsky.social about critical minerals, mining, trade, security, and China:
www.cpr.org/show-episode...
www.cpr.org/show-episode...
March 17, 2025: Mining politics and policy; It's crunch time at the state Capitol | Colorado Public Radio
From molybdenum to lithium, modern life depends on chemicals. But what the U.S. mines is rarely processed here. We'll get perspective on how mining could change under the Trump administration amid rar...
www.cpr.org
March 18, 2025 at 4:30 AM
A pleasure to speak to Ryan Warner on @cprnews.bsky.social about critical minerals, mining, trade, security, and China:
www.cpr.org/show-episode...
www.cpr.org/show-episode...
Reposted by Morgan D. Bazilian
New piece by @spacepower.bsky.social @mbazilian.bsky.social and myself on the broader Asia-Pacific implications of China's recent seafloor minerals deal with the Cook Islands and how it highlights the lack of U.S. seafloor polymetallic nodules policy to date.
nationalinterest.org/blog/energy-...
nationalinterest.org/blog/energy-...
A “Sputnik moment” in Deep Sea Mining
China’s deep-sea mining deal with the Cook Islands risks leaving the United States behind in critical minerals essential for energy, defense, and tech.
nationalinterest.org
March 17, 2025 at 7:17 PM
New piece by @spacepower.bsky.social @mbazilian.bsky.social and myself on the broader Asia-Pacific implications of China's recent seafloor minerals deal with the Cook Islands and how it highlights the lack of U.S. seafloor polymetallic nodules policy to date.
nationalinterest.org/blog/energy-...
nationalinterest.org/blog/energy-...