Energy and Geopolitics

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From Mine to Microchip

The United States relies on China and Russia for minerals used in semiconductors, posing a clear national security risk. While the CHIPS Act has built downstream U.S. capacity, upstream incentives are needed to secure materials for the next generation of advanced chips.

Brief by Gracelin Baskaran and Meredith Schwartz — October 7, 2024

AI Makes Nuclear Viable, Not Yet Inevitable

AI is changing the game for nuclear power. The question now is whether industry can move beyond restarts and build a new reactor—only this will mark the true start of a U.S. nuclear renaissance.

Commentary by Cy McGeady — October 4, 2024

To Cut Methane, Build Global Capacity

Methane will again be high on the agenda at COP29. There is strong momentum on methane reductions in the oil and gas sector, but the next goal should be to accelerate progress by developing new centers of excellence for methane science around the world.

Commentary by Ben Cahill — October 3, 2024

Accelerating U.S. Nuclear Leadership

Please join the CSIS Energy Security and Climate Change Program for a conversation with Ahmet Tokpinar, Principal Vice President & General Manager of Nuclear at Bechtel.

Event — October 1, 2024