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Morgan D. Bazilian

@mbazilian.bsky.social
363 followers 154 following 62 posts

One of the world's foremost experts on energy security, energy poverty, critical minerals, national security, international investment, and space resources.

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Morgan D. Bazilian @mbazilian.bsky.social · 28/04/2025
Not sure I will continue to publish "over here" - not as fun as advertised.
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Morgan D. Bazilian @mbazilian.bsky.social · 28/04/2025
Looking forward to again hosting Roger Pielke Jr to Payne Institute tomorrow. Please join us for what will certainly be a fascinating and timely conversation: payneinstitute.mines.edu/event/what-h...
payneinstitute.mines.edu
What Happens When Self-Correction in Science Breaks Down? - Payne Institute for Public Policy
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Morgan D. Bazilian @mbazilian.bsky.social · 24/04/2025
The Payne Institute satellite data team confirmed and analyzed a massive explosion at a Russian arsenal earlier this week. This is part of our Global Conflict Monitoring: payneinstitute.mines.edu/satellite-da...
payneinstitute.mines.edu
Satellite Data Shows Massive Fire Following Russian Arsenal Explosion - Payne Institute for Public Policy
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Morgan D. Bazilian @mbazilian.bsky.social · 23/04/2025
Our latest for the @atlanticcouncil.bsky.social looks at illicit minerals supply chains and the M23 insurgency in the Eastern DRC. www.atlanticcouncil.org/blogs/energy...
atlanticcouncil.org
Illicit mineral supply chains fuel the DRC’s M23 insurgency
The illicit trade of mined materials is fueling the M23 insurgency in the eastern Democratic Republic of the Congo (DRC), threatening regional stability and hindering development. As the United States...
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Morgan D. Bazilian @mbazilian.bsky.social · 17/04/2025
Our latest looks at, what else: AI and energy demand! The reality is that despite lots of lofty rhetoric, the bulk of new US data center energy demand will be met by natural gas plants. nationalinterest.org/blog/energy-...
nationalinterest.org
The Smart Bet: Natural Gas for AI
With rising energy demand, natural gas for AI offers a reliable, scalable power solution for data centers and digital infrastructure.
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Morgan D. Bazilian @mbazilian.bsky.social · 14/04/2025
Now that everyone is, again, a rare earths expert, it might be useful to go back to some of our research and writing over the last few years the Payne Institute... As an example, last year's: "The U.S. Must Fortify Itself Against Future Mineral Export Bans" www.realcleardefense.com/articles/202...
realcleardefense.com
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Morgan D. Bazilian @mbazilian.bsky.social · 11/04/2025
For my huge following over here... Our new satellite analysis looks closely at the Russian Arctic LNG2 project. This project has significant implications for the LNG market, as well as for the wider Arctic security environment. payneinstitute.mines.edu/eyes-on-the-...
payneinstitute.mines.edu
Eyes on the Arctic: Satellite Monitoring of the Arctic LNG 2 Terminal - Payne Institute for Public Policy
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Morgan D. Bazilian @mbazilian.bsky.social · 08/04/2025
The DOE just put out a new energy plan. To wit: We wrote a comprehensive analysis of retrieving rare earths from coal ash about three years ago. “RARE EARTH ELEMENT RESOURCE EVALUATION OF COAL BYPRODUCTS: A CASE STUDY FROM THE POWDER RIVER BASIN, WYOMING” payneinstitute.mines.edu/rare-earth-e...
payneinstitute.mines.edu
Rare earth element resource evaluation of coal byproducts: A case study from the Powder River Basin, Wyoming 1/22/2022 - Payne Institute for Public Policy
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Morgan D. Bazilian @mbazilian.bsky.social · 08/04/2025
Always a pleasure to talk to the great journalists at @marketplace.org! Today, we discussed the difficult and complex times in the US oil market for companies and commodities. www.marketplace.org/story/2025/0...
marketplace.org
Why are oil prices plummeting? Hint: it's not just tariffs.
When the economy slows down, the price of oil tends to fall. But this time, OPEC+ is increasing production despite weak demand.
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Morgan D. Bazilian @mbazilian.bsky.social · 08/04/2025
Looking forward to talking US copper in Phoenix today!
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Morgan D. Bazilian @mbazilian.bsky.social · 07/04/2025
Proud to see our paper: "How the U.S. Can Leverage Security Assistance to Secure Supply Chains" published today in the new "Future-Proofing U.S. Technology: Strategic Priorities Amid Chinese Tech Advancement" Compendium from New Line Institute newlinesinstitute.org/strategic-te...
newlinesinstitute.org
Future-Proofing U.S. Technology: Strategic Priorities Amid Chinese Tech Advancement - New Lines Institute
Read the full compendium here Attend the launch event here In an era defined by rapid technological advancement, the United States faces an unprecedented strategic challenge: maintaining its technolog...
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Morgan D. Bazilian @mbazilian.bsky.social · 05/04/2025
Nice to see our Payne Institute satellite data being used for this important story.
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NPR @npr.org · 05/04/2025
All over Ukraine, war has made nighttime darker. Satellite imagery shows a significant dimming of lights since 2022. Darkness has spread indoors too, with power cuts becoming common during the war.
npr.org
Ukrainians face fears during the country's darkest nights
All over Ukraine, war has made nighttime darker. Satellite imagery shows a significant dimming of lights since 2022. Darkness has spread indoors too, with power cuts becoming common during the war.
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Morgan D. Bazilian @mbazilian.bsky.social · 02/04/2025
Our amazing Payne Institute for Public Policy satellite team provide insights on the recent tragic pipeline explosion in Malaysia. payneinstitute.mines.edu/three-satell...
payneinstitute.mines.edu
Three Satellites Confirm Malaysia Pipeline Explosion: VNF Thermal Detections Corroborate Major Industrial Fire Near Kuala Lumpur - Payne Institute for Public Policy
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Morgan D. Bazilian @mbazilian.bsky.social · 02/04/2025
Our amazing Payne Institute for Public Policy satellite team provide insights on the recent tragic pipeline explosion in Malaysia. payneinstitute.mines.edu/three-satell...
payneinstitute.mines.edu
Three Satellites Confirm Malaysia Pipeline Explosion: VNF Thermal Detections Corroborate Major Industrial Fire Near Kuala Lumpur - Payne Institute for Public Policy
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Morgan D. Bazilian @mbazilian.bsky.social · 01/04/2025
Getting domestic mining for critical minerals moving will require creative financial mechanisms. Great work by Brad Handler and the Payne Institute for Public Policy's Energy Finance Lab. www.mining.com/opinion-the-...
mining.com
Opinion: The mining executive order needs creative financial support to achieve its goals
The call for public financial support speaks to the very real financial challenges (and risks) that domestic mining faces given China’s dominant position across many key minerals.
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Morgan D. Bazilian @mbazilian.bsky.social · 31/03/2025
Join us tomorrow for a fascinating discussion! As we welcome Trisha Curtis from PetroNerds from 1-2pm for a hybrid seminar, discussing: "Energy Security, China, Inflation, and Oil Prices" payneinstitute.mines.edu/event/a-disc...
payneinstitute.mines.edu
A Discussion on Energy Security, China, Inflation, and Oil Prices - Payne Institute for Public Policy
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Cullen Hendrix @cullenhendrix.bsky.social · 27/03/2025
As is becoming a trend, the minerals case for US interest in Greenland is overblown and largely ignorant of logistical/operational challenges. Latest from @busbyj2.bsky.social @mbazilian.bsky.social and Emily Holland!
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Josh Busby @busbyj2.bsky.social · 26/03/2025
Our new piece on Greenland's critical minerals w Emily Holland and @mbazilian.bsky.social. Setting aside the administration's effort to acquire the territory, accessing those minerals is challenging for a variety of reasons. nationalinterest.org/blog/energy-...
nationalinterest.org
Greenland's Minerals Won't Secure the U.S. Supply Chain
Greenland’s minerals draw U.S. interest, but Arctic conditions, local opposition, and supply chain gaps limit near-term strategic gains.
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Morgan D. Bazilian @mbazilian.bsky.social · 26/03/2025
Greenland is back in the news. Emily Holland, Josh Busby, and I break down the national security and supply chain implications of accessing their critical minerals. nationalinterest.org/blog/energy-...
nationalinterest.org
Greenland's Minerals Won't Secure the U.S. Supply Chain
Greenland’s minerals draw U.S. interest, but Arctic conditions, local opposition, and supply chain gaps limit near-term strategic gains.
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Morgan D. Bazilian @mbazilian.bsky.social · 20/03/2025
The White House today issued its Executive Order on American Mineral Production. Almost all of the elements in the EO we anticipated in two essays from three months ago: 1. foreignpolicy.com/2024/11/18/u... 2. source.benchmarkminerals.com/article/opin...
foreignpolicy.com
5 Bipartisan Actions to Protect America’s Mineral Supply Chains
Congress needs to make sure critical resources are protected.
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Morgan D. Bazilian @mbazilian.bsky.social · 20/03/2025
The White House today issued its Executive Order on American Mineral Production. Almost all of the elements in the EO we anticipated in two essays from three months ago: 1. foreignpolicy.com/2024/11/18/u... 2. source.benchmarkminerals.com/article/opin...
foreignpolicy.com
5 Bipartisan Actions to Protect America’s Mineral Supply Chains
Congress needs to make sure critical resources are protected.
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Morgan D. Bazilian @mbazilian.bsky.social · 18/03/2025
Always great to talk to the team at @marketplace.org www.marketplace.org/2025/03/17/h...
marketplace.org
How much will the U.S. energy mix change under Trump?
"Drill, baby, drill!" was his rallying cry. But price may be a more powerful factor in the choice of energy sources.
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Morgan D. Bazilian @mbazilian.bsky.social · 18/03/2025
A pleasure to speak to Ryan Warner on @cprnews.bsky.social about critical minerals, mining, trade, security, and China: www.cpr.org/show-episode...
cpr.org
March 17, 2025: Mining politics and policy; It's crunch time at the state Capitol | Colorado Public Radio
From molybdenum to lithium, modern life depends on chemicals. But what the U.S. mines is rarely processed here. We'll get perspective on how mining could change under the Trump administration amid rar...
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Seaver Wang @wang-seaver.bsky.social · 17/03/2025
New piece by @spacepower.bsky.social @mbazilian.bsky.social and myself on the broader Asia-Pacific implications of China's recent seafloor minerals deal with the Cook Islands and how it highlights the lack of U.S. seafloor polymetallic nodules policy to date. nationalinterest.org/blog/energy-...
nationalinterest.org
A “Sputnik moment” in Deep Sea Mining
China’s deep-sea mining deal with the Cook Islands risks leaving the United States behind in critical minerals essential for energy, defense, and tech.
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Morgan D. Bazilian @mbazilian.bsky.social · 17/03/2025
China continues to make deals and dominate globally on critical minerals. The US should start to compete. Terrific to work with two brilliant analysts: Alex Gilbert & Seaver Wang Our latest in the The National Interest: nationalinterest.org/blog/energy-...
nationalinterest.org
A “Sputnik moment” in Deep Sea Mining
China’s deep-sea mining deal with the Cook Islands risks leaving the United States behind in critical minerals essential for energy, defense, and tech.
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Morgan D. Bazilian @mbazilian.bsky.social · 12/03/2025
15 years ago, I argued that climate change should be treated as a subset of energy policy rather than vice versa in order to be politically viable. And that climate change should not be prioritized over energy access in developing economies. www.sciencedirect.com/science/arti...
sciencedirect.com
Interactions between energy security and climate change: A focus on developing countries
We briefly consider the tensions between climate change and energy security policy imperatives, and highlight some concepts that may bring additional …
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Morgan D. Bazilian @mbazilian.bsky.social · 09/03/2025
Looking forward to another great CERAWeek by S&P Global. Many thanks to Atul Arya, Daniel Yergin, and Roger Diwan for the invitation to speak. This year, I will focus on energy security, methane emissions, and the USA/China dynamic in trade and minerals. See you in Houston! www.ceraweek.com/en
ceraweek.com
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Morgan D. Bazilian @mbazilian.bsky.social · 05/03/2025
A few months ago, we highlighted some policies that might be pursued on critical minerals by the Trump Administration. A new Executive Order is expected on the topic imminently. We outlined five actions: source.benchmarkminerals.com/article/opin...
source.benchmarkminerals.com
OPINION: What could the Trump administration’s mineral policy look like? | Benchmark Source
“We’re going to become a major producer of…minerals. We’re going to create jobs, making…us truly self-reliant,” then-candidate Donald Trump said in September. Based on Trump’s comments and his first a...
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Morgan D. Bazilian @mbazilian.bsky.social · 05/03/2025
A few months ago, we highlighted some policies that might be pursued on critical minerals by the Trump Administration. A new Executive Order is expected on the topic imminently. We outlined five actions: source.benchmarkminerals.com/article/opin...
source.benchmarkminerals.com
OPINION: What could the Trump administration’s mineral policy look like? | Benchmark Source
“We’re going to become a major producer of…minerals. We’re going to create jobs, making…us truly self-reliant,” then-candidate Donald Trump said in September. Based on Trump’s comments and his first a...
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Morgan D. Bazilian @mbazilian.bsky.social · 03/03/2025
Our latest in Foreign Policy looks at the security-for-minerals deal with Ukraine. It is rather complicated, and not at all clear if it will succeed or even get signed. Always a pleasure to work with my friends, Josh Busby & Emily Holland, Ph.D. foreignpolicy.com/2025/03/03/u...
foreignpolicy.com
Ukraine’s Minerals Won’t Solve U.S. Supply Chain Problems
Market realities will stymie Trump’s talking points.
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Morgan D. Bazilian @mbazilian.bsky.social · 03/03/2025
Our latest in Foreign Policy looks at the security-for-minerals deal with Ukraine. It is rather complicated, and not at all clear if it will succeed or even get signed. Always a pleasure to work with my friends, Josh Busby & Emily Holland, Ph.D. foreignpolicy.com/2025/03/03/u...
foreignpolicy.com
Ukraine’s Minerals Won’t Solve U.S. Supply Chain Problems
Market realities will stymie Trump’s talking points.
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Morgan D. Bazilian @mbazilian.bsky.social · 02/03/2025
On my way to Toronto for #PDAC2025. Speaking on various aspects of critical minerals security and investment. pdac.ca/convention-2...
pdac.ca
Accelerating the transformation - 2025
The Prospectors & Developers Association of Canada (PDAC) is the leading voice of the mineral exploration and development community.
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Morgan D. Bazilian @mbazilian.bsky.social · 25/02/2025
A pleasure to appear on BBC News to discuss US foreign policy, the Ukraine minerals deal, and even a bit of energy security.
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Morgan D. Bazilian @mbazilian.bsky.social · 26/02/2025
Interesting move here by Mr. Bezos. Seems to be in a similar genre of recent decisions by Mr. Zuckerberg. Wonder if these actions will have any impacts on the strategies of their philanthropies?
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Morgan D. Bazilian @mbazilian.bsky.social · 25/02/2025
A pleasure to appear on BBC News to discuss US foreign policy, the Ukraine minerals deal, and even a bit of energy security.
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Morgan D. Bazilian @mbazilian.bsky.social · 06/02/2025
I will be testifying to the US House Committee on Natural Resources tomorrow on critical minerals. The hearing starts at 10am. naturalresources.house.gov/calendar/eve...
naturalresources.house.gov
Now Ore Never: The Importance of Domestic Mining for U.S. National Security | Energy and Mineral Resources Subcommittee | House Committee on Natural Resources
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Morgan D. Bazilian @mbazilian.bsky.social · 08/02/2025
Weekend reading from the @payneinstitute for Public Policy: "The role of small scale mining on global supply chains" payneinstitute.mines.edu/critical-min...
payneinstitute.mines.edu
CRITICAL MINERALS SUPPLY CHAIN: ROLE AND IMPACT OF ASM - Payne Institute for Public Policy
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Morgan D. Bazilian @mbazilian.bsky.social · 10/02/2025
A year and a half ago, we wrote for the RAND Corporation: "Understanding America's Technological Tit for Tat with China" It is still very topical and being covered on all the US new channels. We used a game theory framework to try and illuminate the issues. www.rand.org/pubs/comment...
rand.org
Understanding America's Technological Tit for Tat with China
China and the United States appear to be barreling towards a path that risks further ratcheting up the ongoing economic war. More-evolved strategies are needed beyond simple retaliatory spirals, to fi...
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Morgan D. Bazilian @mbazilian.bsky.social · 14/02/2025
Lots of interest in global supply chains for uranium and nuclear power right now. Three years ago, we examined these issues, and highlighted the key security constraints: theconversation.com/russias-ener...
theconversation.com
Russia’s energy clout doesn’t just come from oil and gas – it’s also a key nuclear supplier
Russia isn’t a major producer of uranium, but it handles a large share of the steps that turn it into nuclear fuel. That makes it a major player in this globalized industry.
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Morgan D. Bazilian @mbazilian.bsky.social · 18/02/2025
Our new Monthly Missive is out, join us and sign up! mailchi.mp/c3f796db3ef6...
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Morgan D. Bazilian @mbazilian.bsky.social · 19/02/2025
Looking forward to speaking at this great geothermal event tomorrow! bit.ly/4b4EIue
bit.ly
Geothermal: Unlocking America's untapped energy potential
Governor Jared Polis of Colorado and a panel of experts discuss opportunities to advance US energy security and economic competitiveness through next-generation geothermal energy.
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Chris Mooney @chriscmooney.bsky.social · 19/02/2025
There’s often a fascinating story behind a dataset – and it’s almost never to be found in the study itself. That’s why I was so thrilled to see this: a recent scientific paper that starts out in the first person! essd.copernicus.org/articles/17/...
essd.copernicus.org
A comprehensive global mapping of offshore lighting
Abstract. We present the first comprehensive multiyear global mapping of offshore lighting structures derived from low-light imaging satellite observations collected at night. The sensor is the day–ni...
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Morgan D. Bazilian @mbazilian.bsky.social · 19/02/2025
Looking forward to speaking at this great geothermal event tomorrow! bit.ly/4b4EIue
bit.ly
Geothermal: Unlocking America's untapped energy potential
Governor Jared Polis of Colorado and a panel of experts discuss opportunities to advance US energy security and economic competitiveness through next-generation geothermal energy.
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Morgan D. Bazilian @mbazilian.bsky.social · 18/02/2025
Our new Monthly Missive is out, join us and sign up! mailchi.mp/c3f796db3ef6...
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Morgan D. Bazilian @mbazilian.bsky.social · 14/02/2025
Lots of interest in global supply chains for uranium and nuclear power right now. Three years ago, we examined these issues, and highlighted the key security constraints: theconversation.com/russias-ener...
theconversation.com
Russia’s energy clout doesn’t just come from oil and gas – it’s also a key nuclear supplier
Russia isn’t a major producer of uranium, but it handles a large share of the steps that turn it into nuclear fuel. That makes it a major player in this globalized industry.
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Reposted by Morgan D. Bazilian
Morgan D. Bazilian @mbazilian.bsky.social · 14/02/2025
Our latest appears in the New Oxford Institute for Energy Studies Forum on the topic of: "HOW US-CHINA COMPETITION AND ELECTRIC VEHICLE PRODUCTION ARE CHANGING GLOBAL MINERAL SUPPLY CHAINS" 👉 Link to Oxford Energy Forum: www.oxfordenergy.org/wpcms/wp-con...
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Morgan D. Bazilian @mbazilian.bsky.social · 13/02/2025
This new book from @csis.org on Critical Minerals is an important contribution to the topic. Our chapter looks in depth at the complex permitting and investment issues. csis-website-prod.s3.amazonaws.com/s3fs-public/...
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Morgan D. Bazilian @mbazilian.bsky.social · 12/02/2025
New from the Payne Institute's Brad Handler on: "Evolution of The Carbon Market for Addressing Distressed and Abandoned Assets" payneinstitute.mines.edu/evolution-of...
payneinstitute.mines.edu
Evolution of The Carbon Market for Addressing Distressed and Abandoned Assets - Payne Institute for Public Policy
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Morgan D. Bazilian @mbazilian.bsky.social · 14/02/2025
Our latest appears in the New Oxford Institute for Energy Studies Forum on the topic of: "HOW US-CHINA COMPETITION AND ELECTRIC VEHICLE PRODUCTION ARE CHANGING GLOBAL MINERAL SUPPLY CHAINS" 👉 Link to Oxford Energy Forum: www.oxfordenergy.org/wpcms/wp-con...
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