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Milo McBride

@milomcbride.bsky.social
276 followers 109 following 113 posts

Geopolitics of Energy Technology and Minerals Fellow at the Carnegie Endowment for International Peace

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Reposted by Milo McBride
Josh Busby @busbyj2.bsky.social · 08/07/2026
Smart thoughts from @milomcbride.bsky.social on how the US should approach battery sector in this interview and related report. neiscenter.substack.com/p/the-new-ge...
neiscenter.substack.com
The New Geopolitics of Batteries
NEIS partner Milo McBride discusses his new report.
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Reposted by Milo McBride
Carnegie Europe @carnegieeurope.bsky.social · 12/05/2026
The closure of the Strait of Hormuz has caused a global energy crisis, but Europe is stuck in reaction mode. Without strategic foresight, the EU will stay dependent on fossil fuels and will never be truly secure, argue @milomcbride.bsky.social & Pauline Gerard. carnegieendowment.org/europe/strat...
carnegieendowment.org
How the EU Can Become Energy Independent
The closure of the Strait of Hormuz has triggered a global energy crisis, but Europe is stuck in reaction mode. Without more strategic foresight, the EU will remain dependent on fossil fuels and will ...
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Reposted by Milo McBride
Carnegie Endowment @carnegieendowment.org · 21/08/2025
How is the clean energy transformation taking shape around the world? A new @economist.com article explains, with the help of @milomcbride.bsky.social and Carnegie’s Clean Energy Tracker. Read here: www.economist.com/science-and-...
economist.com
Old fossil-fuel plants are becoming green-energy hubs
The dirtiest parts of the energy system could help build the cleanest
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Reposted by Milo McBride
Carnegie Endowment @carnegieendowment.org · 10/07/2025
@milomcbride.bsky.social, Daniel Helmeci, Debbra Goh, and Daevan Mangalmurti explain in their latest Carnegie paper, produced with data from Project InnerSpace’s GeoMap tool. Read here: carnegieendowment.org/research/202...
carnegieendowment.org
Unlocking Global Geothermal Energy: Pathways to Scaling International Deployment of Next-Generation Geothermal
Dozens of countries are positioning themselves to take advantage of this developing technology. Some are better suited to it than others
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Reposted by Milo McBride
Carnegie Europe @carnegieeurope.bsky.social · 17/06/2025
Europe should leverage the US climate policy shift. To safeguard its green transition goals, Europe should build cooperation on geothermal energy and focus on technologies that enhance security & decarbonization, argues @milomcbride.bsky.social. His latest 👇 carnegieendowment.org/europe/strat...
carnegieendowment.org
Europe’s Playbook for Climate Engagement with the United States
Europe should leverage the U.S. climate policy shift and safeguard its green transition goals by building cooperation on geothermal energy among other things and focusing on technologies that enhance ...
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Reposted by Milo McBride
Carnegie Endowment @carnegieendowment.org · 12/06/2025
Critical minerals took the spotlight in U.S.-China trade talks this week. But how has China become so dominant in the sector – and are businesses banking on conflict? @milomcbride.bsky.social weighed in ⬇️
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Reposted by Milo McBride
Carnegie Endowment @carnegieendowment.org · 12/06/2025
Despite President Trump's withdrawal from the global climate stage, can the U.S. and Europe still cooperate on climate? @rmomtaz.bsky.social‬, @olazard.bsky.social‬, and @milomcbride.bsky.social discuss on @carnegieeurope.bsky.social‬’s Europe Inside Out: buff.ly/jJpZtTZ
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Reposted by Milo McBride
Carnegie Europe @carnegieeurope.bsky.social · 11/06/2025
🎧 | Trump's cuts to climate funding complicate the clean energy transition. In a new episode of #EuropeInsideOut, @rmomtaz.bsky.social, @olazard.bsky.social, & @milomcbride.bsky.social explore the avenues left for EU-US clean energy cooperation. 👉 europe-inside-out.simplecast.com/episodes/can...
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Reposted by Milo McBride
Narayan Subramanian @narayansub.bsky.social · 05/06/2025
Latest w/ @milomcbride.bsky.social: “The U.S. is at a strategic crossroads on whether it can compete in the global EV market, innovate next-gen batteries, and secure mineral supply chains. The first step is recognizing that all three imperatives are intertwined.” foreignpolicy.com/2025/06/05/e...
foreignpolicy.com
America’s Electric Vehicle Surrender
If Trump’s “big, beautiful bill” passes, the entire supply chain could be ceded to China.
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Milo McBride @milomcbride.bsky.social · 06/05/2025
As the green hydrogen industry collapses in real time, some incredible developments are underway in geologic hydrogen production. This is still a 2030s moonshot, but recent USGS data, wildcatter results, and the literature on its ultra-low production costs could be a gamechanger. #H2 #EnergySky
hydrogeninsight.com
'Some of the highest natural hydrogen concentrations ever seen' | Hyterra finds 96.1% H2 in samples at newly spudded well
The natural hydrogen exploration firm plans to begin drilling second well in mid-May
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Reposted by Milo McBride
Carnegie Endowment @carnegieendowment.org · 01/05/2025
Carnegie’s Carbon to Clean Tracker is now live! As legacy fossil-fired plants across the world transition to clean energy hubs, @milomcbride.bsky.social and Daniel Helmeci keep you up to date with their new, interactive tracker. Check it out here: carnegieendowment.org/features/cle...
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Reposted by Milo McBride
Carnegie Endowment @carnegieendowment.org · 01/05/2025
Rare earths are top of mind with yesterday’s mineral deal in Ukraine. Elsewhere, Pres. Trump’s development cuts hamper opportunities for the U.S. to challenge China’s dominance in critical minerals. @milomcbride.bsky.social explained for @washingtonpost.com 👇 www.washingtonpost.com/business/202...
washingtonpost.com
Trump’s feud with South Africa could hinder hunt for critical minerals
The U.S. had planned to support a critical minerals project in South Africa. Current and former officials say it’s now in question.
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Reposted by Milo McBride
Chirag Lala @cthelala.bsky.social · 30/04/2025
CPE also has a proposal for a Mountain West EGS consortium! @publicenterprise.bsky.social is soliciting input on its geothermal deployment research from governments, developers, utilities, and other interested parties. If you're in this space, talk to us! publicenterprise.org/report/enhan...
publicenterprise.org
Enhanced Geothermal Consortium for the Mountain West
Read the full report here. Next-generation geothermal technologies are at the frontier of energy development in the United States. Drawing on drilling techniques developed during the shale boom, en...
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Reposted by Milo McBride
David Roberts @volts.wtf · 28/04/2025
Across the world, legacy fossil fuel plants are being retrofitted as "clean energy hubs"—150+ examples and counting. Here's a database that tracks them.
carnegieendowment.org
Carbon to Clean Tracker: Repurposing Fossil Fuel Power Stations into Clean Energy Hubs
The Carbon to Clean Tracker catalogs where and how fossil fuel power stations are being repurposed into clean alternatives.
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Milo McBride @milomcbride.bsky.social · 21/04/2025
Exciting developments via Africa's clean energy giant: After installing about 50% of Kenya's power generation from geothermal resources, KenGen has already begun projects Ethiopia, with new exploration now underway in Zambia and Tanzania. #Kenya #EnergySky #Geothermal
thinkgeoenergy.com
KenGen secures geothermal exploration rights in Zambia and Tanzania
KenGen has secured geothermal exploration rights in Zambia and Tanzania, further strengthening its leading position for geothermal in East Africa.
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Milo McBride @milomcbride.bsky.social · 17/04/2025
An incredible graphic on the scale of uncertainty in US data center forecasts and its impact on load growth. Don Draper: "So we scare everyone into thinking exponential power demand is inevitable and the grid will break without more coal and gas-fired generation" #AI #Data #EnergySky
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Reposted by Milo McBride
Carnegie Endowment @carnegieendowment.org · 16/04/2025
The U.S.’s reliance on China for rare earth minerals is nearly total. In a U.S.-China trade war, American manufacturers are under critical threat. But so far, policymakers haven’t taken the threat seriously, says @milomcbride.bsky.social 👇 Full article in @nytimes.com ➡️ buff.ly/EpyJIk9
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Milo McBride @milomcbride.bsky.social · 15/04/2025
Great speaking with the @washingtonpost.com about China's role in the current clean energy and industrial landscape: “It is difficult to overstate China’s singular lead across clean energy technologies. The gaps are both enormous and historically unprecedented.” #China #GreenSky
washingtonpost.com
How China came to dominate the world in renewable energy
China now eclipses every other country in the world — including the United States — in the green technologies of the future. Here’s how it achieved this lead.
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Milo McBride @milomcbride.bsky.social · 14/04/2025
All this talk of mineral security is missing point. In my latest for Cipher News, I argue that developing a domestic mineral supply chain will require long-term demand, an area that clean tech manufacturing is strategically positioned. Big thanks to @amyaharder.bsky.social for this opportunity.
ciphernews.com
Clean energy manufacturing is the path to mineral security - Cipher News
To build their own supply chains for critical minerals, the EU and U.S. will need to first ensure there is large and ongoing mineral demand from the clean technology industry.
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Reposted by Milo McBride
Leonardo Martinez-Diaz @leonardom-d.bsky.social · 27/02/2025
Proud of my team’s deeply researched and timely publication, released yesterday, making the case that the United States should care deeply about winning the global race for clean energy technology. But first, we have to stop losing it. carnegieendowment.org/research/202...
carnegieendowment.org
How the U.S. Can Stop Losing the Race for Clean Energy
The United States lags far behind China in the race for clean energy technologies and critical minerals. It needs a robust domestic industrial policy and international partnerships to make up ground.
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Reposted by Milo McBride
Carnegie Endowment @carnegieendowment.org · 27/02/2025
🚨For the past year, Carnegie has convened a bipartisan taskforce of past and future policymakers and industry leaders to explore the clean energy supply chain and develop a roadmap for the future. 📝Today, the taskforce released its final report and recommendations: t.co/yQtyxNDLPT
t.co
The U.S. Foreign Policy for Clean Energy Taskforce
Clean energy and associated products are increasingly essential for the security and prosperity of the United States. But if the United States is to decarbonize its own economy and do its part to cut…
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Reposted by Milo McBride
Carnegie Endowment @carnegieendowment.org · 27/02/2025
📝"Revolutionary shifts are underway in energy and mineral geopolitics," write @milomcbride.bsky.social and Daniel Helmeci. To stay on top in the mineral market, the U.S. must focus on diplomatic engagement, inter-agency collaboration, and immediate results. 🔗More here: t.co/85eYlOIG6z
t.co
Minerals, Manufacturing, and Markets: Foreign Policy for U.S. Energy Technology and Minerals
The United States has deployed varying degrees of diplomacy, foreign financing, and trade for new energy technologies—but a pragmatic, holistic strategy is in order.
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Reposted by Milo McBride
Alexander C. Kaufman @alexckaufman.bsky.social · 09/02/2025
Costa Rica is apparently positioning itself as a new semiconductor manufacturing hub as the U.S. looks to diversify away from Taiwan. Energy must play a part. As Taiwan loses its nuclear, Costa Rica is like 70% hydroelectricity followed by geothermal — both clean firm sources.
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Milo McBride @milomcbride.bsky.social · 09/02/2025
How and where does the U.S. allocate funding for disaster relief? Check out this novel analysis provided in the Disaster Dollar Database on these timely trends. Some stellar work from my colleagues @sarahlabo.bsky.social and @debbragoh.bsky.social at @carnegieendowment.org #ClimateSky #GreenSky
carnegieendowment.org
Tracking U.S. Federal Disaster Spending: The Disaster Dollar Database
The Disaster Dollar Database is a tool that tracks the major sources of grant-based federal funding for disaster recovery in the United States.
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Milo McBride @milomcbride.bsky.social · 07/02/2025
Tectonic shifts are underway in the global wind market: China’s OEMs are exporting turbines across Asia, Africa, and even Europe at record pace and low cost. Expect Xi’s “new three” (EVs, PV, batteries) to become the “new four” in due time. Great podcast from BNEF #Wind #EnergySky
podcasts.apple.com
Global Wind Market Shifts as Chinese Exports Expand
Podcast Episode · Switched On · 02/06/2025 · 31m
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Milo McBride @milomcbride.bsky.social · 06/02/2025
The oil & gas majors know the EV revolution is here and they are hedging on more plastic production to cushion the blow to crude demand. In a world where microplastics are found everywhere - from our blood to the deep sea - it’s a tragic and harmful use of resources. #EnergySky #ClimateSky
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Reposted by Milo McBride
Georg Zachmann @gzachmann.bsky.social · 01/02/2025
My @bruegel.bsky.social colleagues put together the continuously growing EUROPEAN CLEAN TECH TRACKER. www.bruegel.org/dataset/euro... A great resource for a quick overview on trends in innovation, manufacturing & deployment Here they show how much of the innovation fund money was spent on hydrogen:
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Milo McBride @milomcbride.bsky.social · 31/01/2025
France is an undervalued European EV leader. They've mandated parking lots be 50% solar-covered to power EV chargers (among other innovations). They lead the EU in solid-state battery manufacturing - the only tech that will compete with China in the long-term. #EVs #Europe #EnergySky
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Milo McBride @milomcbride.bsky.social · 31/01/2025
India's solar installations have far outpaced grid storage (over a 100 GW PV to ~200 *MWh* BESS in 2024). This novel, 12 hr storage system a the second-of-a-kind project and uses compressed CO2. Nice momentum in LDES sector and for India's renewable build out! #India #EnergySky
energy-storage.news
India’s NTPC to deploy Energy Dome CO2 Battery at 160MWh long-duration energy storage project
Power producer NTPC will deploy Energy Dome’s CO2 Battery technology at a power plant in Karnataka, India.
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Reposted by Milo McBride
Leonardo Martinez-Diaz @leonardom-d.bsky.social · 30/01/2025
China keeps surging ahead in the global clean energy race. Without a rapid change in US policy, it will leave American firms in the dust. Proposals from our team on how Washington can turn this around are coming soon. Watch this space.
semafor.com
China surpasses 2030 renewables target six years early
Analysts believe China’s emissions may have already peaked, as the country surges ahead in the global green energy race.
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Milo McBride @milomcbride.bsky.social · 27/01/2025
China's solar exports to 140 BRI countries skyrocketed to 8 GW in 2024. Expect this trend to accelerate: by 2030, Chinese renewables will be 80% of new power installations across the top BRI countries. Good for climate, bad for US LNG. #China #BRICs #EnergySky Data via Wood Mackenzie
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Milo McBride @milomcbride.bsky.social · 22/01/2025
Replacing coal combustion with 24/7 clean heat from the earth's crust? A solution with energy security and decarbonization rewards. Fantastic to see the German government funding this type of research for fuel swapping with deep geothermal. #Europe #Geothermal #EnergySky
thinkgeoenergy.com
EUR 36.5m funding for geothermal research at coal plant site Weisweiler
Over EUR36.5 million has been allocated to geothermal research at Weisweiler, as part of structural transformation efforts in Germany’s Rhenish coal mining area.
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Milo McBride @milomcbride.bsky.social · 20/01/2025
Australia's green aluminum production tax credit begins. - More strategic positioning from Canberra to capture low-carbon production across the metallurgy sector - An example of how impactful the IRA has been as a policy regime: vive les tax credit! #EnergySky
mining-technology.com
Australia to invest A$2bn in aluminium industry to bolster manufacturing
The Albanese Labor Government has committed to building Australia's future with a record A$2bn ($1.23bn) investment in the Australian-made aluminium industry.
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Milo McBride @milomcbride.bsky.social · 20/01/2025
In pure energy security terms, building 50 new gas power plants exacerbates Germany's already severe exposure to future fuel shocks, price volatility, and coercion. Lessons learned from Ostpolitik and the Russian energy crisis seem negligible lol. #Geopolitics #EnergySky
reuters.com
German opposition leader vows to build 50 gas-fired power plants if elected
Opposition leader Friedrich Merz, who is tipped to be Germany's next chancellor, has vowed to build 50 gas-fired power plants if his conservatives win the Feb. 23 snap election, the t-online news outlet reported on Sunday.
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Milo McBride @milomcbride.bsky.social · 18/01/2025
US climate/clean energy folks: Focus everything on helping unlock next-gen geothermal. - Unique bipartisanship opportunity w/ DJT2 - Enormous potential market (TWh/$trillions) - The US’ only chance at clean tech dominance - Perfect just transition for our hydrocarbon workers #EnergySky
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Milo McBride @milomcbride.bsky.social · 16/01/2025
An exciting development: ARPA-E's first funding for supercritical geothermal resources. $30 million is small, but it's an important first step to unlocking this untapped, high-reward resource. Hope to see more this. #Geothermal #EnergySky
arpa-e.energy.gov
Press Release | U.S. Department of Energy Announces $30 Million to Increase Baseload Power Resources Through Access to Superhot Geothermal Energy Resources
WASHINGTON, D.C. — Today, the U.S. Department of Energy (DOE) Advanced Research Projects Agency-Energy (ARPA-E) announced $30 million to increase geothermal power production by unlocking superhot reservoirs deep within the Earth. Currently, geothermal baseload production in the U.S. is limited to 4 gigawatts (GW). ARPA-E’s Stimulate Utilization of Plentiful Energy in Rocks through High-temperature Original Technologies (SUPERHOT) program aims to provide access to superhot reservoirs capable of producing 10-20 GW of reliable baseload power at a competitive cost.“Geothermal is a reliable and secure baseload power source, but today we are only able to access a fraction of the energy it can provide,” said ARPA-E Director Evelyn N. Wang. “SUPERHOT projects can change that and allow access to hotter reservoirs to create more domestic flow of energy onto America’s grid.”The SUPERHOT program will explore modification of conventional well designs or completely novel designs, materials, and materials systems that satisfy requirements to survive superhot conditions. SUPERHOT’s goals are to develop robust geothermal well construction capable of a 15-year operational life and enable transfer of heat from the surrounding geologic formation to the well. Projects will seek to enable access to resources with temperatures greater than 375 °C and pressures greater than 22 megapascals.SUPERHOT builds on ARPA-E’s history of support for enhanced geothermal projects. ARPA-E’s work in this area includes supporting industry leaders Fervo Energy, AltaRock Energy, and Eden Geopower.Visit the ARPA-E eXCHANGE website for more information about SUPERHOT, including key guidelines.ARPA-E is the disruption wing of the DOE that funds and directs the discovery of outlier energy technologies that are strategic to America's energy security. Learn more about these efforts and ARPA-E's commitment to ensuring American-made energy for all through U.S. leadership in developing and deploying advanced energy technologies. Press and General Inquiries:202-287-5440ARPA-E-Comms@hq.doe.gov
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advait @advaitarun.bsky.social · 21/12/2024
For the Carnegie Endowment, I wrote about the flawed premise of Biden’s “Partnership for Global Infrastructure,” its first big project in Angola, and what U.S. leadership in global development really requires beyond this. Here’s some holiday reading: carnegieendowment.org/research/202...
carnegieendowment.org
What Private Capital Cannot Do Alone: The Future of Global Infrastructure Development
For Global South governments to treat the United States as a credible partner in their economic development plans, U.S. policymakers must tackle the macroeconomic and structural constraints that kneec...
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Milo McBride @milomcbride.bsky.social · 15/01/2025
We are firmly entering an era of *firming* renewables thanks to the BESS revolution. Important to consider the gargantuan scale of storage that this UAE hybrid plant is installing: 1 GW PV + 19 GWh BESS (that is the equivalent to over 1 million Tesla Powerwalls!). #UAE #EnergySky #Renewables
reuters.com
UAE's Masdar launches facility to produce 1GW of uninterrupted renewable energy
UAE state-owned renewables firm Masdar has launched a renewable energy facility that will produce 1 gigawatt of uninterrupted clean power and that is expected to cost around $6 billion, company executives said on Tuesday.
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Milo McBride @milomcbride.bsky.social · 13/01/2025
The U.S. lags China across clean energy technologies—but new, disruptive tech could offer unexpected opportunities. On The World Unpacked, I explore where and how the U.S. might compete, as well as what the incoming administration could mean for this emerging industrial landscape. #EnergySky
carnegieendowment.org
Can the U.S. Win the Clean Energy Race Against China?
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Reposted by Milo McBride
Leonardo Martinez-Diaz @leonardom-d.bsky.social · 13/01/2025
The global race for clean energy technologies is on, and the U.S. is behind. My team member @milomcbride.bsky.social explains what Washington needs to do to catch up: the-world-unpacked.simplecast.com/episodes/can...
the-world-unpacked.simplecast.com
Can the U.S. Win the Clean Energy Race Against China? | The World Unpacked
Sophia sits down with Milo McBride to discuss the politics of clean energy technologies and the global struggle for clean energy dominance.
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Milo McBride @milomcbride.bsky.social · 20/12/2024
Europe's battery sector sees a post-Northvolt haze of cancellations + pauses. When the US imposes higher tariffs on Chinese batteries, it will prompt a glut in the European market and further stress manufacturers. (It happened with PV ~2018) #Europe #Geopolitics #EnergySky via BNEF
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Milo McBride @milomcbride.bsky.social · 20/12/2024
A poignant story in clean tech geopolitics: China's Goldwind secures its first deal in Brazil from SPIC (a Chinese SOE developer) amid a bearish domestic market. The Goldwind turbine factory in Camacari belonged to GE until earlier this year. #Brazil #BRICs #EnergySky
rechargenews.com
China's Goldwind in debut turbine deal for first international factory
Wind equipment giant strikes Brazil agreement with unit of compatriot SPIC
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Milo McBride @milomcbride.bsky.social · 20/12/2024
FOAK Alert: Energy Dome’s CO2-battery secures off-take from Engie. It offers a 10-hr discharge duration and is set to be online next year. A win for the EU’s clean tech sector (and Sardinia!), great to see European LDES making it to market. #Draghi #EnergySky energydome.com/energy-dome-...
energydome.com
Energy Dome And ENGIE Sign Pioneering Storage Offtake Agreement - Energy Dome
This agreement highlights the shared commitment of ENGIE and Energy Dome to advancing long-duration energy storage solutions, marking a significant milestone in the commercial deployment of innovative...
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Milo McBride @milomcbride.bsky.social · 19/12/2024
“920% tarrifs” lol. An incredible acknowledgement of the severe cost differentials for upstream Gr production in the US vs PRC. #Trade #Minerals #EnergySky www.mining.com/web/us-graph...
mining.com
US graphite miners ask Washington to impose 920% tariff on Chinese rivals - MINING.COM
An existing tariff of 25% on most Chinese graphite is "far too low", the group representing US and Canadian graphite miners said.
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Milo McBride @milomcbride.bsky.social · 19/12/2024
Exciting times for perovskite solar cells - Qcells announces record tandem cell efficiencies at 28.6%! Big congrats to Qcells and @dwmerfeld.bsky.social #Solar #EnergySky www.pv-tech.org/qcells-boast...
pv-tech.org
Qcells boasts ‘world record’ 28.6% efficiency M10 size perovskite-silicon cell
The 28.6% efficiency rating was certified by the CalLab at the Fraunhofer Institute for Solar Energy Systems (ISE).
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Milo McBride @milomcbride.bsky.social · 18/12/2024
There's been significant Chinese R&D on electrolytic H2 via seawater - Sinopec's pilot is the *first* of its kind. Pros: - Abates GH2's freshwater use - Supplies ports (H2 hubs) - Co-locates with offshore wind - here, its floating PV! #EnergySky #Hydrogen www.hydrogeninsight.com/innovation/s...
hydrogeninsight.com
Sinopec completes pilot green hydrogen project that directly uses seawater for H2 production
The problem of electrolyser corrosion from salt water and other impurities appears to have been overcome through 'specially designed key equipment and unique processes'
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Milo McBride @milomcbride.bsky.social · 18/12/2024
Exciting times for game-changing, lithium-sulfur battery tech: Lyten nears $650 million EXIM loan (and claims commercial batteries later next year). A space to watch, especially via tariffs on Chinese minerals (Li-S only needs lithium) #Lithium #EnergySky www.bloomberg.com/news/article...
bloomberg.com
Battery Startup Lyten Nears $650 Million in Ex-Im Bank Loans
California startup Lyten said it has letters of interest for as much as $650 million in loans from the US Export-Import Bank to scale up lithium-sulfur battery production for customers in the Caribbea...
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Milo McBride @milomcbride.bsky.social · 18/12/2024
"Soon"
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Milo McBride @milomcbride.bsky.social · 18/12/2024
"It's an absolutely shit situation" - Norway's Energy Minister European power prices clash with politics. Following Germany's dunkelflaute, Norway + Sweden prompt re-negotiating interconnection rules. Reminder of how little battery storage the EU has built... #Geopolitics #EnergySky
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