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Reposted by Arnab Datta

Seaver Wang @wang-seaver.bsky.social · Sep 13

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...

www.bloomberg.com

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Reposted by Arnab Datta

Todd Tucker @toddntucker.com · Sep 12

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...

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...

www.bloomberg.com

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Reposted by Arnab Datta

Zohran Kwame Mamdani @zohrankmamdani.bsky.social · Sep 10

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

Political violence has no place in our country.

920 1.7K 15K

Reposted by Arnab Datta

Amy Westervelt @amywestervelt.bsky.social · Sep 9

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

Email heading "Energy Secretary Chris Wrong"

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Reposted by Arnab Datta

Preston Mui @prestonmui.bsky.social · Sep 9

@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...

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...

www.employamerica.org

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Arnab Datta @arnabdatta.bsky.social · Sep 7

Ah the sound of college

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Arnab Datta @arnabdatta.bsky.social · Aug 26

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

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Arnab Datta @arnabdatta.bsky.social · Aug 26

Also Matt this bit never gets old 😂😂😂😂

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Arnab Datta @arnabdatta.bsky.social · Aug 26

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

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Arnab Datta @arnabdatta.bsky.social · Aug 26

Isn’t it obvious George

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Reposted by Arnab Datta

NowThis Impact @nowthisimpact.bsky.social · Aug 11

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.

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Arnab Datta @arnabdatta.bsky.social · Aug 18

That’s funny cuz I describe mine as Prestonish

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Arnab Datta @arnabdatta.bsky.social · Aug 3

Preston's job to find a way.

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Reposted by Arnab Datta

Rory Johnston @roryjohnston.bsky.social · Aug 1

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.

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Arnab Datta @arnabdatta.bsky.social · Aug 2

Yes you do

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Arnab Datta @arnabdatta.bsky.social · Jul 21

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

Rory Johnston @roryjohnston.bsky.social · Jul 20

🎙️ 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...

Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta

Oil Ground Up · Episode

open.spotify.com

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Reposted by Arnab Datta

Rory Johnston @roryjohnston.bsky.social · Jul 20

🎙️ 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...

Strategic Reserves: Navigating the SPR's Past and Future with Arnab Datta

Oil Ground Up · Episode

open.spotify.com

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Reposted by Arnab Datta

Preston Mui @prestonmui.bsky.social · Jul 11

new EA just dropped

Employ America @employamerica.bsky.social · Jul 11

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...

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...

www.employamerica.org

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Reposted by Arnab Datta

Employ America @employamerica.bsky.social · Jul 11

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...

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...

www.employamerica.org

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Reposted by Arnab Datta

Nilo @nilo.bsky.social · Jul 5

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...

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 —

ifp.org

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Arnab Datta @arnabdatta.bsky.social · Jul 3

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

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Arnab Datta @arnabdatta.bsky.social · Jul 3

It's Datta, actually.

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Arnab Datta @arnabdatta.bsky.social · Jul 1

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.

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Arnab Datta @arnabdatta.bsky.social · Jul 1

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.

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Reposted by Arnab Datta

Todd Tucker @toddntucker.com · Jul 1

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...

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

www.ft.com

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