Our team provides the analysis leaders need to build energy security, address global climate change, and alleviate energy injustice. We provide innovative, strategic insights and policy solutions by examining energy issues at the intersection of geopolitics, policy, markets, and development. Collaborating with leaders in government, industry, academia, and civil society, our team develops projects to help decision-makers design smart energy policies that balance economic, environmental, and security priorities.
External link for CSIS Energy Security and Climate Change Program
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NEW: CSIS Energy Security and Climate Change Program expert Clay Seigle discusses Ukraine's attacks on Russian oil refineries and what would be needed to change behaviors in Moscow. Watch here: https://lnkd.in/eGtfxaxU
CSIS Energy Security and Climate Change Program reposted this
Associate Fellow and Energy Transitions Fellow | CSIS Energy Security and Climate Change Program
Will the U.S. seize the narrowing window of opportunity to chart the course of maritime decarbonization, or risk being left behind in the wake of competitors? 🌊 That’s the central question to my upcoming two-part series focused on U.S. competitiveness in low-carbon #maritime #fuels. 🦾 In part 1, I lay out how the United States has clear advantages to leverage, with strong supply-side incentives, a mature biofuel sector, and an emerging pipeline of e-fuel projects. ⚠️ However, it will have to balance those strengths with outstanding constraints such as feedstock competition, limited dedicated port infrastructure, ongoing policy uncertainty, and a weak domestic demand outlook – issues easily addressed through consistent public-private coordination. 🌎 Given its strengths and the sizable global demand opportunity in this nascent sector, the United States should support, rather than oppose, the IMO’s net-zero regulations. By taking its seat at the table and helping shape implementation guidelines, the U.S. could position itself as one of the the framework’s biggest beneficiaries. 📌 Keep an eye out for part 2, where I’ll contextualize these domestic foundations into the shifting international landscape of emerging rules and aspiring global suppliers. https://lnkd.in/enFiXrvi
Tomorrow at 9:30 AM, the latest episode of Energy Shots premieres. This week, Joseph and Kevin discuss trade bargains and border adjustments. Watch here:https://lnkd.in/eJSqfWPS
CSIS Energy Security and Climate Change Program reposted this
“Without trusted numbers, America risks losing both domestic cohesion and global economic leadership.” In The National Interest, Navin Girishankar warns that America’s statistical system is under strain from politicization, outdated tools, and rising global competition. Rebuilding credibility and innovation in federal statistics is not just a technical fix. It is a national security imperative. Read more here: https://lnkd.in/eZ5piEYP
CSIS Energy Security and Climate Change Program reposted this
With New York Climate Week coming up, a recent headline caught my attention for what it says about US competitiveness in the energy transition: Dutch pension fund PFZW recently decided to pull a combined $21.7 billion from BlackRock and AQR Capital Management over their climate approaches (Bloomberg link below). The story underscores a broader challenge facing US financial institutions, who now must satisfy fiduciary duties while navigating diverging—and increasingly contradictory—regulatory and political pressures across jurisdictions. And yet, the markets are sending a much clearer signal: low-emission energy assets have emerged as attractive investment opportunities across many strategies and geographies. The attached slideshow illustrates three key trends: ◼️ Record momentum - Global renewables investment saw the strongest six-month stretch in history and reached $386.5 billion in 1H 2025, despite a 36% decline in the United States (Slide 1). The EU saw the sharpest increase at 63%, supporting observations that investors may be shifting capital away from the US toward Europe, where the policy environment has proven more stable. ◼️ Diversification benefits - Aside from its growth upside, low-emission energy can balance against fossil holdings (Slide 2). In the face of production and tariff volatilities, for instance, many hedge funds have recently reversed their positions on clean energy and started shorting oil. Recent analysis finds that more equity-focused funds were net short oil stocks in seven of the nine months since October 2024. ◼️ Fundamentals over labels - The investment thesis is reflected by the relatively small gap between banks that were members of the Net-Zero Banking Alliance and those who were not (Slide 3). Between 2022 and 2024, NZBA members increased low-emission energy financing by 53% and non-members 45%—suggesting that regardless of formal climate pledges, fiduciaries increasingly see value potential in the sector. These dynamics have significant strategic implications for the US. Global investors’ confidence in US managers to effectively steward capital is a key pillar of its competitive edge. At a time when the dollar's structural hegemony as the global reserve currency already shows erosion, policy coherence and certainty will be increasingly crucial to retain this capital advantage. Arbitrary regulatory burdens on low-emission energy investments and restrictions on considerations of financially material climate risks could undermine returns and fiduciary duties; they could also accelerate the reallocation of capital away from the US to institutions and jurisdictions with lower policy risks. Both would be detrimental to overall US economic competitiveness. I look forward to further exploring these themes at #NYCW and in an upcoming CSIS white paper.
CSIS Energy Security and Climate Change Program reposted this
ICYMI: The CSIS Energy Security and Climate Change Program welcomed Jarrod Agen, Executive Director of the White House’s National Energy Dominance Council, to share key insights into the National Energy Dominance Council’s goals and the future of U.S. energy dominance. Watch: https://lnkd.in/ePi-QHkm
CSIS Energy Security and Climate Change Program reposted this
Energy Security and Climate Change Policy | Multilingual with International Work Experience
Thrilled to share a new report published by CSIS! Next Generation Geothermal: Leveraging a Strategic Opportunity for U.S. Energy Leadership When I began this project, I had only a surface-level understanding of geothermal energy and no familiarity with enhanced geothermal systems. Through the research process, I gained a much deeper appreciation for both the technical potential and the policy challenges of scaling this resource. A few key takeaways from the report: • Enhanced geothermal could provide reliable, 24/7 clean power almost anywhere in the U.S. if supported by the right policies and investments. • Strategic public finance and pilot projects are critical to proving out the technology at scale. • The U.S. has an opportunity to lead globally if it fosters innovation, harmonizes regulations, and builds international partnerships. I’m grateful to Ray Cai for being such a thoughtful coauthor, and to CSIS Energy Security and Climate Change Program for the chance to dive deep into a technology I knew nothing about just months ago. Excited to see where the geothermal conversation goes from here. Check out the full report here: https://lnkd.in/gDracz4A
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President, CSIS Economic Security and Technology | Commerce Department, Bridgewater, World Bank Alum
An informative conversation between our Director, CSIS Energy Security and Climate Change Program, Joseph Majkut and Jarrod Agen, Executive Director of the National Energy Dominance Council.
Yesterday, we hosted Jarrod Agen, Executive Director of the White House’s National Energy Dominance Council, for a conversation on the NEDC's goals and the future of energy dominance in the U.S. Watch the full event here: https://lnkd.in/ePi-QHkm
Yesterday, we hosted Jarrod Agen, Executive Director of the White House’s National Energy Dominance Council, for a conversation on the NEDC's goals and the future of energy dominance in the U.S. Watch the full event here: https://lnkd.in/ePi-QHkm
CSIS Energy Security and Climate Change Program reposted this
How much of a revenue reduction is needed to change behaviors in Moscow? CSIS Energy Security and Climate Change Program expert Clay Seigle discusses how a proposed surcharge designed to drive down Russian oil revenues could provide the leverage needed to end the war in Ukraine. Learn more: https://lnkd.in/eBuMd3XH