IPEF’s OPEC Moment
With the generational investments of the IIJA, the chips for America act, and the IRA, "Decarbonization commodities" will be scarce relative to demand, and dominated by only a few nations, including China.
Arnab Datta
49 postsThe DOE’s New Pilot Program: An Encouraging First Step To Improving Operational Capacity and Securing Our Energy Future
Today, the Department of Energy (DOE) announced [https://www.energy.gov/articles/doe-announces-repurchase-oil-strategic-petroleum-reserve] that it will conduct a “pilot” acquisition of three million barrels of crude oil using...
Expanding the Capacity Frontier: An Approach to Increasing Energy Commodity Production
Energy price volatility, which may be with us for quite some time as we pursue decarbonization, is one of our nation’s greatest macroeconomic threats.
Congress Has a Meaningful Opportunity to Relieve Inflation through the Healthcare Sector
As Congress considers a year-end spending bill, it faces a decision that will have a meaningful effect on inflation: whether or not to extend across-the-board Medicare reimbursement rates.
If Oil Prices Fall Further, The DOE Must Be Ready to Engage In Tactical Repurchases
Since the White House’s historic commitment on October 18th to repurchase crude oil “when the price of West Texas Intermediate (WTI) crude oil is at or below...
