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Exploring the New Math Puzzle of a PJM Intervention

The White House NEDC and partnering agencies released a Statement of Principles to urge PJM to make electricity more affordable for residential customers and strengthen grid reliability by building more than $15 billion of reliable baseload power generation.

Commentary by Arushi Sharma Frank — January 16, 2026

Why Did the United States Seize a Venezuelan Oil Shipment?

By itself, the U.S. seizure of a Venezuelan oil cargo won’t rattle oil markets. But it likely signals a new commitment to sanctions enforcement that will complicate “shadow fleet” operations and ratchet up the pressure on Maduro to step aside.

Critical Questions by Clayton Seigle — December 12, 2025

What’s at Stake in FERC’s Large Load Proposal?

With data center demand surging, FERC’s new large load proposal could redraw the line between federal and state power—and determine how quickly the U.S. grid can absorb AI-driven demand. The outcome may reshape how megawatt-scale loads connect to the grid nationwide.

Critical Questions by Aaron Yang, Ray Cai, Joseph Majkut, and Mathias Zacarias — December 9, 2025

Experts React: Progress and Setbacks at COP30

COP30 showcased noteworthy progress while exposing persistent roadblocks in global climate diplomacy. CSIS experts react to the conference’s most significant outcomes and their implications for the future of climate, energy, health, development, and the COP process at large.

Commentary by Leslie Abrahams, Jane Nakano, Noam Unger, J. Stephen Morrison, Katherine E. Bliss, Mathias Zacarias, Ray Cai, and Alexis Burns — November 25, 2025

Will Trump’s Peace Plan for Ukraine Succeed?

Trump’s peace plan for Ukraine could open the door to negotiations—but its territorial concessions, weak security guarantees, and amnesty provisions risk making the deal collapse before it begins.

Critical Questions by Benjamin Jensen and Yasir Atalan — November 21, 2025

Navigating a New Energy Investment Paradigm

Fragmentation, volatility, and scarcity are ushering in a pragmatic new normal, in which low-emission energy and fossil fuels can both be attractive. As state intervention intensifies, proactive and coherent policy is needed to align investment flows with strategic objectives.

Report by Ray Cai — November 13, 2025