CSIS Energy Program

"The European Union can reduce exposure to its most misaligned suppliers, but only by accepting new vulnerabilities." ESCC Director @josephmajkut and Adjunct Fellow Raj Sawhney examine the trade-offs between American dependence and supplier diversification across geopolitical risk, price volatility, and supplier concentration in a new analysis. ⬇️ csis.org/analysis/beyon…

LIVE NOW ⬇️ Should large customers contending with grid capacity limits exit the public system, or is the public grid still the most reliable path forward? @ts_fisher and @DanielPalken discuss the U.S. power grid and its policy future with @JosephMajkut. youtube.com/live/SG304-De4…

“Energy availability is one of the key components shaping AI competition between the U.S. and China.” Senior Fellow @jnakanoenergy spoke to @USChinaBusiness about China’s energy strategy and technological competition amid rising AI electricity demand. uschina.org/articles/china…

"With 4.2 percent energy self-sufficiency, Taiwan is particularly vulnerable to oil and gas supply disruptions from the war," write @CSISEnergy and @ChinaPowerCSIS. Read more on what Taiwan can learn from the Iran war: csis.org/analysis/iran-…

Whose Grid Is It Anyway? Tomorrow, May 15, join @JosephMajkut, Director of @CSISEnergy, for a conversation with Travis Fisher of @CatoInstitute and Daniel Palken of @Arnold_Ventures on competing visions of the U.S. power grid and its policy future. Register here: csis.org/events/whose-g…

The Iran war revealed Taiwan's unique energy security chokepoints. Senior Fellow @jnakanoenergy, CSIS China Power Project Director Bonny Lin and Yu-Hsuan Yeh explain the country's vulnerabilities to oil and gas supply disruptions. ⬇️ csis.org/analysis/iran-…

TOMORROW: @ts_fisher and @DanielPalken join @JosephMajkut, Director of the CSIS Energy Security and Climate Change Program, for a conversation on competing visions of the U.S. power grid and its policy future. Register: csis.org/events/whose-g…

"By 2030, China targets 110 gigawatts (GW) of installed nuclear power capacity. If realized, the installed capacity in China will surpass that of the United States," writes @CSISEnergy. More: csis.org/analysis/china…

How will China’s next five year plan shape global nuclear energy? In a new report by @CSISEnergy, @jnakanoenergy and Yu Hsuan Yeh analyze China’s nuclear energy priorities and their global implications. Read more here: csis.org/analysis/china…

"The latest five-year plan illuminates how nuclear energy underpins multiple strategic priorities for China in the context of not only energy security but also technology innovation and global engagement," writes @CSISEnergy in a new report. Read: csis.org/analysis/china…

@ts_fisher @DanielPalken @JosephMajkut Register Now: csis.org/events/whose-g…

Whose Grid Is It Anyway? Join us online this Friday at 3:00 PM for a conversation on competing visions of the U.S. power grid and its policy future with @ts_fisher and @DanielPalken, moderated by @JosephMajkut, Director of the CSIS Energy Security and Climate Change Program.

China's 15th Five-Year Plan reveals how nuclear energy anchors its strategic priorities across energy security, technological innovation, and global engagement. @jnakanoenergy and Yu-Hsuan Yeh examine the implications for the global nuclear sector.⬇️ csis.org/analysis/china…

ICYMI | @CSISEnergy experts broke down the key insights, numbers, and details surrounding electricity, affordability, and AI so far in 2026. Watch the new episode of Energy Shots here: csis.org/events/energy-…

ICYMI ⚡️Are data centers responsible for rising electricity costs? @JosephMajkut and @kevinbookdc dug into the evidence on this morning's episode of #EnergyShots

Watch the full episode: youtube.com/live/xgAqelcX6…

How do U.S. electricity prices compare to the rest of the world? In a new episode of Energy Shots, Director @JosephMajkut finds that compared to peer economies, American rates are actually competitive — 40–50% below #Germany and the #UK.⬇️

LIVE at 9:30AM ET⬇️ Are AI data centers driving up electricity demand and costs? @JosephMajkut and @kevinbookdc will discuss AI data centers, electricity prices, and the policy responses shaping the grid's future on #EnergyShots. csis.org/events/energy-…

"While policy incentives can catalyze investment, long-term competitiveness ultimately depends on enabling conditions that sustain commercial viability over time," writes @CSISEnergy in a new report on the U.S. battery industry. Read more: csis.org/analysis/new-p…

WATCH | @jpmorgan’s Sara O’Rourke, MD and Head of SRI Solutions, on batteries emerging as a strategic asset, key to U.S. clean energy reliability, AI compute capacity, and defense applications.