National Center for Energy Analytics

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National Center for Energy Analytics

National Center for Energy Analytics

@EnergyRealities

Devoted to data driven analyses of policies, plans, and technologies surrounding the supply and use of energy essential for human flourishing.

Washington, DC Katılım Mart 2024
148 Takip Edilen645 Takipçiler
National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
The U.S. erased decades of energy security risk thanks to the shale revolution — and is now on track to wipe out most of those gains by 2035. New NCEA research by Senior Fellow Iddo Wernick & Visiting Fellow Stephen Eule introduces the U.S. Energy Security Index: 18 indicators, 55 years of data, one sobering forecast. The culprits: mineral import dependency & rising cyberattacks. Full report: energyanalytics.org/esi/ Op-ed: nationalinterest.org/blog/energy-wo…
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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
AI isn't just a software story — it's an energy story. Episode 5 of Critical Mass digs into what powering the AI revolution actually requires, with NCEA Executive Director @MarkPMills.
Gaurav Sharma@The_Oilholic

I have spent the past month speaking with the sharpest voices across the nuclear industry. I walked away with incredible insights and projections that every nuclear enthusiast must hear. Every interview is recorded to be shared exclusively on Critical Mass. In Episode 5, now live, I sit down with @MarkPMills, author of The Cloud Revolution and Executive Director of @EnergyRealities, to discuss: ✦ Why AI is the primary driver of new energy demand. ✦ Can the world power the AI revolution, and at what cost? ✦ The geopolitical dependencies emerging around critical minerals and energy supply chains. ✦ Why the future of energy may depend as much on infrastructure velocity as innovation itself. This conversation explores the collision between AI, energy systems, nuclear realities, ideologies, and geopolitics. Episode 5 is available across YouTube, Spotify, and Apple Podcasts (links below)👇

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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
Wind power displaced the equivalent of fewer than 5 days of global CO₂ emissions last year. Five days — from one of the most heavily subsidized energy buildouts in modern history. And that's before accounting for the gas generation required to backstop wind's intermittency. PJM ratepayers alone face $16B+ in added costs over the next 12 months. Our new issue brief by Senior Fellow Jonathan Lesser & Deputy Executive Director @portiamills examines the growing gap between wind energy promises and real-world outcomes on cost, reliability, and environmental impact. 🔗energyanalytics.org/wind-power-rea…
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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
AI isn’t just changing software — it’s reshaping America’s physical infrastructure. In this @MorningWire interview, Executive Director @MarkPMills explains why the AI boom is driving massive growth in data centers, electricity demand, transmission lines, and energy infrastructure nationwide. A must-listen conversation on the future of AI and energy.
Morning Wire@MorningWire

The AI revolution isn’t just happening online anymore. It’s arriving in towns across America — in the form of massive data centers, new transmission lines, and warehouse-sized buildings that consume enormous amounts of electricity. Supporters say these projects will fuel economic growth and help America stay ahead in the AI race. Critics warn about rising energy demands, water use, and the growing influence of Big Tech on local communities. On this episode of Morning Wire, energy analyst @MarkPMills explains what’s really driving the data center boom, why AI requires so much infrastructure, and how the race for artificial intelligence is beginning to reshape America itself.

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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
Important conversation on the geopolitical realities of global energy markets. NCEA Senior Fellow @NeilAtkinson58 explains on @the_core_in how disruptions in Gulf supply chains ripple through Brent crude pricing, futures markets, and ultimately energy-importing economies like India. Particularly insightful is his discussion of backwardation in oil markets and the potential cost implications if India is forced to source more crude outside the Middle East or Russia. Worth watching.
The Core@the_core_in

India, as a high-importing country, has been severely affected by the disruption to the Gulf supply. This is largely because OMCs have to pay significantly more per barrel, at times over $150, as they diversify their sources. @NeilAtkinson58, Senior Fellow at The National Center for Energy Analytics (@EnergyRealities), explains why in a conversation with @govindethiraj on The Core Report.

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Jim Vinoski
Jim Vinoski@JimVinoski·
My new episode of my Manufacturing Talks Web Show and Podcast: Effective Software Solutions - Benny Buller with @uptool_ai The links are in the comments.
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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
“Jet fuel or gasoline prices in the U.S. are set by global supply and demand pressures.” NCEA Senior Fellow @NeilAtkinson58 joined @NewsNation to discuss rising oil & jet fuel prices, the Strait of Hormuz, and why geopolitical instability continues to drive market volatility. “Unless there is a resolution… there is no end in sight to this.” Watch the interview: app.latakoo.com/asset/23773586…
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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
“It’s amazing to me all of the attention right now on gasoline prices on the one hand, and on the other hand, people are cutting themselves off from low-price resources like natural gas…” At last week’s Energy Future Forum, Senator Alan Armstrong joined Scott W. Tinker, PhD for a discussion on production to policymaking. Watch the full session: energyanalytics.org/energy-future-…
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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
Oil prices may be pulling back—but the underlying pressure hasn’t gone away. In @nytimes, Senior Fellow @NeilAtkinson58 notes that despite recent market optimism, the supply situation remains fragile. “The oil market continues to degrade because the lack of supply crisis… The oil market is burning, and economies — particularly in developing countries — are suffering great stress.” Short-term price moves may reflect headlines. But the structural risks in global supply and their economic impact are still very much in play. 🔗nytimes.com/2026/05/06/bus…
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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
18 years to build a copper mine. @BlackRock's Mark Hume at #EnergyFutureForum: copper supply can't keep pace with demand from grids, data centers, and EVs — no matter how fast we permit. The bottleneck is structural, not political. Watch the full session to hear how traditional fuels, project finance, and energy policy collide — and what that means for the real bottlenecks shaping global energy markets. energyanalytics.org/energy-future-… Presented by @_RCEnergy in partnership with @USChamber and the National Center for Energy Analytics.
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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
The honest conversation about energy costs no one wants to have... One of the most candid exchanges at this year's Energy Future Forum came down to a simple question: Is what we're building actually affordable? The short answer on stage from John Bear, Midcontinent Independent System Operator (MISO) President & CEO: yes — but it's complicated. Today's energy mix requires layers of infrastructure — backup generation, battery storage, grid redundancy — that carry real costs. Those costs get blended into the overall picture consumers see on their bills. The math is more complex than it once was. The costs are real, and the benefits are real. What moves the conversation forward is holding both of those truths at once. That's exactly the kind of conversation the Energy Future Forum exists to have — and one that Scott W. Tinker, PhD brought to life on stage. Presented by @_RCEnergy in partnership with the @USChamber of Commerce and the National Center for Energy Analytics. Watch the full replay: energyanalytics.org/energy-future-…
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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
Not entirely surprising. As Senior Fellow @NeilAtkinson58 outlined previously, underlying tensions within OPEC have been evolving—particularly around structure and incentives. The UAE’s decision adds another chapter.
Petroleum Economist@PetroleumEcon

With the #UAE's announcement of its departure from #OPEC, it's worth looking back at Neil Atkinson's letter for 𝑷𝒆𝒕𝒓𝒐𝒍𝒆𝒖𝒎 𝑬𝒄𝒐𝒏𝒐𝒎𝒊𝒔𝒕 on OPEC composition back in 2024 for why many will not be surprised by the move #OOTT pemedianetwork.com/petroleum-econ…

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Paul H. Tice
Paul H. Tice@PaulHTice·
My book review of Lloyd Blankfein’s new memoir, “Streetwise: Getting to and Through Goldman Sachs,” in today’s Washington Free Beacon. Nearly a decade after retiring as CEO and Chairman of Goldman Sachs, where he spent his entire 36-year career in finance, the author Blankfein remains a steadfast steward and tireless defender of the firm's culture and reputation by rejecting pretty much any criticism of Goldman—whether before, during, or after the global financial crisis—as the product of competitive envy, political posturing, or media hype. Readers looking for a fresh perspective on the market events of 2008 will come away disappointed. Check out the book review (“Lloyd Blankfein’s Hard Knock Wall Street Life”) here: freebeacon.com/america/lloyd-… @EnergyRealities @MarkPMills @TPPF @ManhattanInst @Heritage @SFOF_States @AEI @aier @CFAinstitute @FIASI_NY @NYUStern @GoldmanSachs @lloydblankfein @FreeBeacon @WSJBooks @FedSoc #finance #markets #goldmansachs #investing #streetwise #lloydblankfein #wallstreet
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National Center for Energy Analytics
National Center for Energy Analytics@EnergyRealities·
“AI and data centers are as consequential as the advent of computers.” That was the takeaway from Executive Director @MarkPMills on @CNN . As opposition to new projects grows, it’s worth remembering: the digital economy doesn’t run in the cloud—it runs in physical infrastructure. And like every major technology shift before it, scaling it will require energy, land, and investment. Watch here: next.frame.io/share/a8390930…
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Chuck DeVore
Chuck DeVore@ChuckDeVore·
At @EnergyRealities, Jesse Ausubel details the historic shift from combusting carbon to hydrogen (wood, charcoal > coal > jet fuel > methane) — that hydrogen is simply a means of storing energy as interviewed by Scott Tinker.
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Keşfet

@MarkPMills @portiamills @MorningWire @NeilAtkinson58 @the_core_in @uptool_ai @NewsNation @EQTCorp