Arnab Datta

Introducing Factory Settings A new series about how CHIPS succeeded

@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...

such a great read

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...

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...

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...

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...

I'm horrified by the shooting of Charlie Kirk at a college event in Utah.

Political violence has no place in our country.

Email heading "Energy Secretary Chris Wrong"

okay @robinsonmeyer.bsky.social won the email subject line game today, this is 🤌 (good excuse to plug the very good @heatmap.news newsletter too!)

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...

@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...

Ah the sound of college

You’ll just have to wait for my forthcoming piece in the “Annual Review of Things That Totally Make Sense”

Also Matt this bit never gets old 😂😂😂😂

If you guys don’t get it, sorry I can’t help.

Isn’t it obvious George

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.

That’s funny cuz I describe mine as Prestonish

Preston's job to find a way.

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.

Yes you do

Had a lot of fun going on Oil Ground Up with Rory to chat about the SPR!

Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta Oil Ground Up · Episode

🎙️ 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...

new EA just dropped

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...

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...

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 —

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...

I do remember that though. Enjoyed it, but I might be biased.

It's Datta, actually.

Can discuss more but I think there’s a tendency to think about this problem as using offtakes and other forms to bring individual mines or projects online, but we should be thinking about how to build a market that can support the best production.

They’re not necessarily! Though AMCs more typical to areas where tech isn’t yet developed (vaccines being the most common to date)

With simple offtakes, also useful but ideally utilized in a manner that supports the development of robust markets.

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

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...

Employ America For a Full Employment, high-growth economy

I contributed. We've done a lot of work on this, you're more than welcome to read the research reports published here at www.employamerica.org/ - www.employamerica.org/tag/critical...

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.

Am I the doofus?