Morgan Bazilian

@payneinstitute team dataset on over 11,000 munitions being expended in the first 16 days of the Iran War being cited in @TheEconomist

We wrote a detailed academic paper about the widening gap between copper supply and demand last month. Now it is highlighted in a format a few people might actually read! “Global copper demand outstrips supply, threatening electrification and industrial growth” theconversation.com/global-copper-…

Our @payneinstitute Director @MBazilian will be at CERAWeek. Please reach out to connect with him in Houston.

We’re delighted to announce Morgan Bazilian, Director, Payne Institute & Professor, Public Policy at Colorado School of Mines to the #CERAWeek 2026 speaker lineup. Join us March 23–27 for high-value insights, collaboration, and networking. Register now: okt.to/oCx3r8

As data centers go off-grid, utilities face new cost and planning risks, write Brandon Owens and Morgan Bazilian. utilitydive.com/news/as-data-c…

"In the first 96 hours, the US-led coalition expended approximately 5,197 munitions across 35 types. This carries a munitions-only replacement bill of $10–$16 billion in four days." More by Macdonald Amoah, Morgan Bazilian, and Jahara Matisek on #BehindtheFront. buff.ly/lghHjBB

There’s lots of copper in the ground, but demand is already outstripping usable supply – and the shortfall is likely to get worse. theconversation.com/global-copper-…

@websterdrake I called predicting it a fool's errand on day 1 of this war.

Uncharted indeed

@atrembath I am pretty sure the data centers are already being built.

Having lived through the early days of the fracking revolution—with many unsupportive opinion surveys, local bans, and general public confusion about the technology—I gotta say I think they’re gonna build the data centers.

@nick_clevelands This is since 2019, and those companies have been funding think tanks for decades.

Americans largely oppose the war on Iran. But the war is very popular among Washington think tanks, who are flush with more than $44 million from weapons companies since 2019 and act as the war’s loudest cheerleaders across major media networks 🧵

We have an important new analysis of munitions used in the first 96 hours of the war with Iran out at the @FPRI (Foreign Policy Research Institute). In the first 96 hours, the US-led coalition expended approximately 5,197 munitions across 35 types. This carries a munitions-only replacement bill of $10–$16 billion. fpri.org/article/2026/0…

@robert_ivanhoe @IPulseGroup Congratulations!

Thrilled to announce @IPulseGroup has acquired CSI Technologies, supercharging our U.S. high-energy capacitor manufacturing right here at home! ⚡🇺🇸 This move lets us accelerate the deployment of disruptive pulsed power solutions across critical resource industries. Combining our world-class engineering with CSI’s deep expertise in high-energy capacitors, we’re uniquely positioned to drive game-changing transformation for mining, national security applications (including defense and fusion), next-gen geothermal technology, and the broader energy shift. Strategic investments coming to accelerate real world development and production capacity for customers worldwide. The future of controlled energy, secure supply chains, and unlocking affordable geothermal baseload power just got a major boost! 🌎 businesswire.com/news/home/2026…

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Very much looking forward to this year’s @CERAWeek. Happy to connect in Houston

New one on AI and Energy Industry disclosures suggest that by the end of the decade, a meaningful share of new data center capacity could be partially or fully self-supplied. utilitydive.com/news/as-data-c…

@leslietron @Rory_Johnston @AllysonCutright @Ben_Geman @stevelevine @robinenergy @BrianJScheid @russellgold @websterdrake @liamdenning Glad this is back. I am dusting off my Brownian motion based neural network model. The price on the 20th of March for Brent will be $104.35

Looks like I - by that I mean my modelling - will be pretty close on this one.