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Arnab Datta

@arnabdatta.bsky.social
4K followers 593 following 133 posts

Personal Account. Views my own & RT/Likes do not equal endorsements. Currently at Employ America and IFP

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Reposted by Arnab Datta
Rachel Ziemba @reziemba.bsky.social · 10/09/2026
Good stuff on SPR from @arnabdatta.bsky.social with a pitch to use physical and finance tools together to better use it ahead. His kicker to reframe thinking. “oil stored in the SPR is not the asset — the value comes from the ability to release and acquire www.employamerica.org/expanding-en...
employamerica.org
Trade the SPR, Save the SPR
SPR deliveries are back on the menu.
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Rory Johnston @roryjohnston.bsky.social · 21/08/2026
I think below 100 MMbbl before you likely start to run into some nitty gritty constraints, but theoretically you can drain them almost entirely without any real structural concerns imho (displaced with brine) This from @arnabdatta.bsky.social is the best read: www.bloomberg.com/news/newslet...
bloomberg.com
You’ll Know When to Worry About the Strategic Petroleum Reserve
How low can it go?
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Rory Johnston @roryjohnston.bsky.social · 21/08/2026
Believing that there's still plenty of oil to draw from the US SPR is basically the only thing in the oil market on which I align with the Trump admin.
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Luke Kawa @ljkawa.bsky.social · 28/07/2026
Love to see @arnabdatta.bsky.social guest writing the Odd Lots Newsletter today on the SPR!
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Stephen Jacob Smith @stephenjacobsmith.com · 20/06/2026
Is anybody planning on getting involved the NFPA 130 process to push for wider spacing between cross-passages? ifp.org/eliminate-re...
ifp.org
Eliminate Redundant Subway Cross-Passages | IFP
How to save on construction costs without compromising safety
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Nolan Hicks @ndhapple.bsky.social · 17/06/2026
Reupping this.
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Reed Schwartz @reed-schwartz.bsky.social · 17/06/2026
The Second Avenue Subway cost more, per mile, than any transit project in history. If we can bring costs down — and our just-launched Transit Abundance Playbook lays out 15 federal levers that would do that — we can build much, much more transit, even in a hostile funding environment.
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Californians for Electric Rail @calelectricrail.org · 17/06/2026
Permitting allows utilities and local govs to delay and extract pricey concessions from projects like CAHSR. We need standardized, time-bound, and transparent administrative processes to deal with utility and other 3rd party permits, like the Italian Conference of Services: ifp.org/transit-proj...
ifp.org
Transit Projects Need a Single Decision-Maker | IFP
Limit unreasonable third-party demands using the Conference of Services model
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advait @advaitarun.bsky.social · 17/06/2026
CPE's transit program is on a roll! Here's @jmooreotto.bsky.social featured in IFP's transit abundance playbook with a proposal near and dear to my heart: You can't do long-term capital planning with capricious grant funding! ifp.org/loans-can-st...
ifp.org
Loans Can Stabilize Transit Funding | IFP
Consistent and predictable funding builds state capacity
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Will Poff-Webster @willpoffwebster.bsky.social · 17/06/2026
New York spent 18x what Madrid spends, per mile, on the Second Ave Subway. America pays more for less, but we haven't known how to fix it. We published the Transit Abundance Playbook to change that, with 15 specific ideas: ifp.org/transit-abun...
ifp.org
The Transit Abundance Playbook | Institute for Progress
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Robert Cruickshank @robertcruickshank.com · 17/06/2026
This is what Sound Transit's Enterprise Initiative should have been. And it still can. The Puget Sound region should adopt this playbook and become national leaders in building transit more affordably and more quickly.
ifp.org
The Transit Abundance Playbook | Institute for Progress
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Chirag Lala @cthelala.bsky.social · 17/06/2026
My colleague @jmooreotto.bsky.social is in @ifp.bsky.social’s Transit Cost Playbook. He argues for replacing discretionary grant financing for transit projects with federal loans! The current regime shreds state planning capacity due to intermittent and capricious funding. ifp.org/loans-can-st...
ifp.org
Loans Can Stabilize Transit Funding | IFP
Consistent and predictable funding builds state capacity
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dereksagehorn.bsky.social @dereksagehorn.bsky.social · 17/06/2026
A lot to like in this Transit Abundance Playbook. ifp.org/transit-abun...
ifp.org
The Transit Abundance Playbook | Institute for Progress
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Laki @lakitukl.bsky.social · 18/02/2026
Rockstock's latest episode appears on alerts and who do I see.. These two have been busy @alexbhturnbull.bsky.social @arnabdatta.bsky.social and remain a very useful listen for critical minerals. youtu.be/SbD6S_aE1dc?...
youtu.be
Critical Minerals Don’t Fail on Permits - They Fail on Price (Arnab Datta & Alex Turnbull)
YouTube video by Rock Stock Channel
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Alex Turnbull @alexbhturnbull.bsky.social · 13/02/2026
“No crying at the casino” - zingers from me and deep policy insights from @arnabdatta.bsky.social. Thanks! pca.st/episode/e800...
pca.st
How Mineral Stockpiling Policy and Economics are on a Collision Course
Industrial policy debates around critical metals continue to rage in national and financial capitals. What works best? Price floors? Export controls? Tariffs? A mixture? I wanted to flesh out these…
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Arnab Datta @arnabdatta.bsky.social · 31/01/2026
This is a great thread
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Stuart Shapiro @stuartshapiroblou.bsky.social · 14/01/2026
From former @bloustein.rutgers.edu student Sara Meyers. (full disclosure, I gave her some comments on this).
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Sam Bagenstos @sbagen.bsky.social · 14/01/2026
I had thought so already, but my time as OMB General Counsel made me certain that the misnamed Paperwork Reduction Act costs more than it’s worth. open.substack.com/pub/factorys...
open.substack.com
The Paperwork Reduction Act Doesn’t Reduce Paperwork
Left to their own devices, many government agencies would likely expand needless forms, reporting requirements, and surveys.
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Chirag Lala @cthelala.bsky.social · 20/12/2025
The @seancasten.bsky.social thread on @mattyglesias.bsky.social's O&G article gets basic stuff wrong. - "keep it in the ground" is an outcome, not a strategy - US net exports of O&G are good for decarb, particularly if we redistribute producer earnings and invest in clean energy + electrification
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David Roberts @volts.wtf · 16/12/2025
While I am suspicious of many of the folks attacking NEPA, I do think the climate movement should acknowledge that it really is an enormous impediment to building. Everyone should read this post -- it's actually a NEPA success story, but my god the resources wasted ...
factorysettings.org
An Inside View of NEPA in Practice
Factory Settings has highlighted many ways the CHIPS program’s setup diverged from standard federal operations.
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Yakov Feygin @buddyyakov.bsky.social · 10/11/2025
@arnabdatta.bsky.social is editing a fascinating new series about drawing lessons from what worked and didn’t in the CHIPS Act. It’s this kind of nitty gritty operations analysis that is just as important as legal and authorities focused post mortums. www.factorysettings.org/p/introducin...
factorysettings.org
Introducing Factory Settings
A new series about how CHIPS succeeded
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Seaver Wang @wang-seaver.bsky.social · 13/09/2025
Great Bloomberg piece with @arnabdatta.bsky.social @petereharrell.bsky.social‘s thoughts on the US rare earths deal with MP Materials. Explains pros/cons of the model for US minerals strategy and how an institutional reserve program could unify such efforts.🧵 www.bloomberg.com/news/newslet...
bloomberg.com
What the Pentagon’s Rare Earths Deal Gets Right and Wrong
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developme...
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Todd Tucker @toddntucker.com · 12/09/2025
New piece from @arnabdatta.bsky.social and @petereharrell.bsky.social goes through the good and bad in the Trump MP Materials deal. They note it improves on past industrial policy (e.g. Tesla) while not addressing some current challenges. www.bloomberg.com/news/newslet...
bloomberg.com
What the Pentagon’s Rare Earths Deal Gets Right and Wrong
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it's us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developme...
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Zohran Kwame Mamdani @zohrankmamdani.bsky.social · 10/09/2025
I'm horrified by the shooting of Charlie Kirk at a college event in Utah. Political violence has no place in our country.
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Amy Westervelt @amywestervelt.bsky.social · 10/09/2025
okay @robinsonmeyer.bsky.social won the email subject line game today, this is 🤌 (good excuse to plug the very good @heatmap.news newsletter too!)
Email heading "Energy Secretary Chris Wrong"
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Preston Mui @prestonmui.bsky.social · 09/09/2025
@skandaamarnath.bsky.social and I have a piece out about Stephen Miran, who is being considered for the Fed Board, and some of his concerning views around debt default, dollar policy, and fed independence. Some was covered at the hearing, but there's more... www.employamerica.org/monetary-pol...
employamerica.org
Treasury Default, A Weak Dollar Policy, and Mass Fed Firings? What The Miran Hearing Missed
The confirmation hearing for Miran aired some key issues, but hardly all of them, and not the most important ones. It would be unwise to make an exception for seemingly “short-term” appointments; shor...
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NowThis Impact @nowthisimpact.bsky.social · 11/08/2025
Marc Maron went on Howie Mandel’s podcast and talked about how comedians making anti-trans jokes are contributing to discrimination against trans people. He also pointed out that the bit is ‘hack’ now — and honestly, none of those jokes are funny.
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Rory Johnston @roryjohnston.bsky.social · 01/08/2025
Sound energy policy would encourage—or at the very least get out of the way of—all forms of energy capacity development. Libs block fossil fuel development and Cons block renewables is going to be an immensely irksome and economically destructive cycle.
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Arnab Datta @arnabdatta.bsky.social · 21/07/2025
Had a lot of fun going on Oil Ground Up with Rory to chat about the SPR!
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Rory Johnston @roryjohnston.bsky.social · 20/07/2025
🎙️ NEW PODCAST 🎧 On the latest episode of Oil Ground Up I spoke with @arnabdatta.bsky.social about the US Strategic Petroluem Reserve Explore the political, legal, and physical constraints of this unique energy security asset and its future under the Trump admin open.spotify.com/episode/2R0t...
open.spotify.com
Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta
Oil Ground Up · Episode
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Preston Mui @prestonmui.bsky.social · 11/07/2025
new EA just dropped
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Employ America @employamerica.bsky.social · 11/07/2025
Exciting news: Employ America is relaunching to face the challenges of a new era! Not only do we have a new logo and new branding, but we’ve also refocused our work pursuing Full Employment, and the array of policy solutions that can sustain it www.employamerica.org/expanding-th...
employamerica.org
Our Mission In An Age Of Turbulence: Creating A New Economic Policy Toolkit
ICYMI: The Past, Present, And Future Of Macroeconomic Policy Overview Employ America was founded to advance the cause of full employment. In a full employment economy, jobs are plentiful, wage grow...
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Nilo @nilo.bsky.social · 05/07/2025
Since transit twitter has moved here. A friend forwarded this onto me. Have a good idea? 2k to write about it! ifp.org/call-for-pro...
ifp.org
Call for Proposals: The Transit Policy Playbook | IFP
It costs New York City more than eight times as much to build a mile of subway as Paris — and more than twice as much as Madrid. New York isn’t alone —
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Todd Tucker @toddntucker.com · 01/07/2025
Worthwhile from Daleep Singh and @arnabdatta.bsky.social. After the financial crisis, China built up market-making power, which now shapes minerals contracts around the world. They propose US lend to + insure liquidity providers in mineral market, and invest in storage. www.ft.com/content/a38a...
ft.com
The US can beat China on critical minerals but not by copying it
America must rebuild the infrastructure that underpins markets and thus supply chains
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Seaver Wang @wang-seaver.bsky.social · 30/06/2025
Great piece, plus good thoughts by @ArnabDatta321 on some of the smart ideas needed for the US to build alternative critical mineral supply chains. Building more resilient markets for secure production will be far more effective than penalizing downstream industries for sourcing habits.
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Tony Tassell @tonytassell.bsky.social · 30/06/2025
FT column on what the US strategy should be on rare earths from Daleep Singh, chief global economist at PGIM and former US deputy national security adviser for international economics, and Arnab Datta of Employ America
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Henry Farrell @himself.bsky.social · 30/06/2025
A good piece.
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Arnab Datta @arnabdatta.bsky.social · 30/06/2025
Trump’s trade talks made it clear: on critical minerals, China holds the cards. The U.S. needs more than stockpiles and subsidies - we need to rebuild market infrastructure so the U.S. and allies can compete. New @financialtimes.com piece from Daleep Singh (w/ me contributing). 🧵 1/
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Nicholas Bagley @nbagley.bsky.social · 28/06/2025
Justice Ketanji Brown Jackson called yesterday's decision about nationwide injunctions "an existential threat to the rule of law." She's mistaken. My latest in @theatlantic.com: www.theatlantic.com/ideas/archiv...
theatlantic.com
The Supreme Court Put Nationwide Injunctions to the Torch
That isn’t the disaster for birthright citizenship that some fear.
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Nicholas Bagley @nbagley.bsky.social · 28/06/2025
What's more -- and this is really the key point of my piece -- there are all sorts of ways that the plaintiffs in these cases can get sweeping relief.
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Julian Davis Mortenson @jdmortenson.bsky.social · 28/06/2025
This is a super important point. Strongly recommend at least scanning Nick’s thread from here. The CASA op is a shanda. But in thinking through next moves, it’s crucial to be clear eyed about the paths to broad relief that remain, esp class actions, associational standing, and APA vacatur.
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Arvind Ravikumar @arvindpawan1.bsky.social · 05/06/2025
🚨Is there a reckoning coming for the US natural gas market? Will the US produce enough natural gas to avoid rapid price increases for consumers? Gas consumption for exports will increase from 18 bcfd to 30 bcfd by 2029. Just by volume, that is nearly a third of all gas production in the US. 🧵 1/
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Todd Tucker @toddntucker.com · 23/05/2025
Hitting hard this morning that we're codifying the end of the American state as we know it, by one vote, and three of the would-be nay votes have died this year.
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Alec Stapp @alecstapp.bsky.social · 23/05/2025
Not sure how many people realize that battery storage already supplies 30% of California’s electricity demand at peak. Batteries aren’t the future — they’re here now.
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Jesse D. Jenkins @jessedjenkins.com · 23/05/2025
*Trump's "big beautiful bill" is the cruelest and most irresponsible domestic legislation to be seriously proposed in my lifetime." -Ezra Klein nails it. open.spotify.com/episode/447B...
open.spotify.com
Trump’s Big Budget Bomb
The Ezra Klein Show · Episode
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alex williams @atwilliams.bsky.social · 22/05/2025
genuinely truly impossible to imagine being where I am today without everyone at Employ America and everyone who has helped us out. we got so much more done than an org that size has any right to, and I know the team there will continue delivering on that promise no matter what.
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alex williams @atwilliams.bsky.social · 22/05/2025
okay so this is as good a moment as any to, as is traditional in econ culture, "share some JOLTS news" Tomorrow is my last day at employamerica.org! The last 5 years have been so wild. Soon I will be at common-wealth.org, where I'll be helping build their US team and laying out this new approach.
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