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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

Trade Deals and a New Chapter for American Nuclear?

A slew of recently announced trade deals and investment agreements could amount to the most ambitious U.S. government action to support nuclear energy in decades, but key questions remain.

Critical Questions by Ray Cai, Jane Nakano, and Joseph Majkut — November 7, 2025

AI for the Grid: Opportunities, Risks, and Safeguards

Artificial intelligence is reshaping both energy demand and energy solutions. This report explores how AI solutions can strengthen U.S. grid reliability, efficiency, and growth, while identifying safeguards to manage the risks of integrating advanced digital tools into critical infrastructure.

Report by Joseph Majkut and Leslie Abrahams — September 22, 2025

U.S. Clean Tech Exports Are the Key to Long-Term U.S. Economic Growth

Global clean tech investment is surging despite U.S. policy reversals. Without strategic reforms, the United States risks ceding long-term economic and geopolitical gains to competitors, shaping the future of energy value chains.

Commentary by Leslie Abrahams and Joseph Majkut — August 11, 2025

Experts React: Energy Policy in the Reconciliation Debate

The House of Representatives released its initial budget reconciliation bill, significantly changing the energy policy landscape in the United States. In this Experts React, our team examines the most momentous, surprising, and nuanced aspects of the proposed legislation.

Commentary by Joseph Majkut, Clayton Seigle, Kyle Danish, Leslie Abrahams, Jane Nakano, Arushi Sharma Frank, and Mathias Zacarias — May 15, 2025

Undercharged: Energy, Climate, and the Evolving Transatlantic Relationship

Energy and climate policy will likely be a major source of tension in the transatlantic relationship. But forging a joint approach to cleantech manufacturing can ensure mutual energy security, economic competitiveness, and international strength.

Report by Max Bergmann, Joseph Majkut, and Federico Steinberg — March 28, 2025

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 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