Energy and Sustainability

The Energy Security and Climate Change Program analyzes the global and domestic energy landscape, with a focus on sustainability, technology, markets, and policy.

Photo: javarman/Adobe Stock

Photo: javarman/Adobe Stock

IRA Tax Credits Are Crucial for U.S. Geothermal Leadership

Next-generation geothermal offers the United States a strategic opportunity for energy innovation leadership. But history shows that consistent and targeted policy support will be critical to reaching scale and commercial competitiveness. 

Commentary by Ray Cai — May 19, 2025

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Latest Podcasts

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Cover art of Power Map podcast

The Map We Drew

Podcast Episode by Joseph Majkut and Quill Robinson — May 8, 2025

Featured Video

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CSIS Trustee John Hess on the Energy Transition

CSIS Trustee John Hess sat down to discuss obstacles to the energy transition and how policymakers can overcome them.

Watch here

Past Events

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Photo: CSIS

2025 Global Development Forum

April 23, 2025 • 9:00 am – 5:30 pm EDT
Video On Demand
Hosted by Project on Prosperity and Development
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Related Programs

Experts

Joseph Majkut

Joseph Majkut

Director, Energy Security and Climate Change Program
Leslie Abrahams

Leslie Abrahams

Deputy Director and Senior Fellow, Energy Security and Climate Change Program
Clayton Seigle

Clayton Seigle

Senior Fellow and James R. Schlesinger Chair in Energy and Geopolitics, Energy Security and Climate Change Program
Jane Nakano

Jane Nakano

Senior Fellow, Energy Security and Climate Change Program
5Mazzocco

Ilaria Mazzocco

Deputy Director and Senior Fellow, Trustee Chair in Chinese Business and Economics
Will Todman

Will Todman

Chief of Staff, Geopolitics and Foreign Policy Department; and Senior Fellow, Middle East Program
Yasir Atalan

Yasir Atalan

Data Fellow, Futures Lab, Defense and Security Department

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Consequences of U.S.-Canada Electricity Tariffs

Electricity flows between the United States and Canada have suddenly emerged as potential collateral damage in an escalating trade and diplomatic dispute between the two nations. What are U.S. power markets’ price, reliability, and investment implications?

Commentary by Cy McGeady and Bridgette Schafer — March 14, 2025

Power Map

U.S.-Canada Energy Relations with Alberta Premier Danielle Smith

Canada, a key U.S. ally, supplies over four million barrels of crude oil daily, mostly from Alberta. Joseph and Quill speak with Alberta Premier Danielle Smith about the province’s role in North American energy, economic impact, policy challenges, and efforts to balance development with environmental goals.

Podcast Episode by Joseph Majkut, Quill Robinson, and Danielle Smith — March 12, 2025

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U.S. Low-Carbon Leadership

This brief outlines an aspirational whole-of-government vision to catalyze U.S. low-carbon leadership on the global stage, drawing on insights from three opportunities to deploy U.S. innovations in three emerging markets critical to future energy systems and global emissions.

Brief by Mathias Zacarias, Ray Cai, and Joseph Majkut — March 6, 2025

The Electricity Supply Bottleneck on U.S. AI Dominance

Please join the CSIS Energy Security and Climate Change Program for a conversation with Vivian Lee, Managing Director and Partner at Boston Consulting Group (BCG) and Shanu Matthew, Portfolio Manager and Research Analyst at Lazard Asset Management.

Event — March 5, 2025

The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030

This paper examines the feasibility and implications of sustained growth in generative AI (genAI) infrastructure through 2030, focusing on three potential constraints: financing, hardware availability, and electric power demands.

Report by Karl Smith, Joseph Majkut, Cy McGeady, and Barath Harithas — March 3, 2025

The Electricity Supply Bottleneck on U.S. AI Dominance

This paper demonstrates how electricity supply is the most acutely binding constraint on expanded U.S. computational capacity and, therefore, U.S. AI dominance.

Report by Cy McGeady, Joseph Majkut, Barath Harithas, and Karl Smith — March 3, 2025

Securing Full Stack U.S. Leadership in AI

The United States leads in AI, but staying ahead requires scaling compute, energy, and capital. This commentary previews new Energy Security and Climate Change research on AI infrastructure, domestic chip production, and energy security to ensure long-term competitiveness.

Commentary by Navin Girishankar, Joseph Majkut, Cy McGeady, Barath Harithas, and Karl Smith — March 3, 2025

Carrots, Sticks, and Sledgehammers

Since his second term began on January 20, 2025, President Trump has clearly signaled a desire for lower oil prices. Trump has associated the benefits of lower energy prices with strategic priorities. What are the president's options for reducing U.S. oil prices? 

Report by Clayton Seigle — February 28, 2025