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Grateful to be hosting an event on the lands of the Southern Ute Indian Tribe.

Proud to share this new research, which I think is one of the more sophisticated modelling efforts on the role of critical minerals in the US power sector: "No Minerals, No Megawatts: How material costs and availability shape the future of the US power sector"

We wrote about the dominant role of natural gas in US AI infrastructure a few weeks ago: nationalinterest.org/blog/energy-wo…

My latest in the National Interest looks at some of the security and defense implications for quantum technologies from computing to communications to measurement. The Colorado School of Mines is a leader in these fields. nationalinterest.org/blog/techland/…

The tip of the spear for technological dominance in the battle between the United States and China is not limited to AI, but in the application of quantum physics to computing, measurement, and communications. My latest: nationalinterest.org/blog/techland/…

Our latest from the The Payne Institute in Foreign Policy: The Seabed Is Now a Battlefield: Great power competition is taking new forms under the sea. foreignpolicy.com/2025/06/04/sea…

Our latest from The Payne Institute Fellow (((Alex Gilbert))) and Director Morgan Bazilian in Foreign Policy: The Seabed Is Now a Battlefield: Great power competition is taking new forms under the sea. foreignpolicy.com/2025/06/04/sea…

Seems a new generation of talking heads has realized that the levelised cost of electricity is not a perfect metric for energy technologies. To help, here is our explainer from 5 years ago. energyforgrowth.org/article/lcoe-a…

Energy security in real time.

In Foreign Policy, we wrote: "Ukraine’s Minerals Won’t Solve U.S. Supply Chain Problems" foreignpolicy.com/2025/03/03/ukr…

Happy Bloomsday! jamesjoyce.ie/events/bloomsd…

The The Payne Institute just released a deep dive on critical minerals markets, pricing, and trading: payneinstitute.mines.edu/payne-introduc… This comes as a pre-read for our first London Critical Minerals event next week!