Energy Security and Climate Change Program

Securing the energy transition through leading research and independent analysis

Our team provides the analysis leaders need to build energy security, address global climate change, and alleviate energy injustice.

We provide innovative, strategic insights and policy solutions by examining energy issues at the intersection of geopolitics, policy, markets, and development. Collaborating with leaders in government, industry, academia, and civil society, our team develops projects to help decisionmakers design smart energy policies that balance economic, environmental, and security priorities. 

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Meet our network of experts, staff, and non-resident affiliates who contribute to the Energy Security and Climate Change Program's analysis.

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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

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U.S. LNG: Remapping Energy Security

Europe's wartime shift from Russian gas to U.S. LNG is reshaping global energy trade. A new CSIS interactive feature demonstrates how transatlantic cooperation is critical for ensuring European energy security and hastening the energy transition.

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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

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

Next-Generation Geothermal

Next-generation geothermal offers a unique opportunity for renewing U.S. energy leadership. To capitalize on its first-mover advantage and the strategic opening, the United States should proactively spearhead the technology’s international deployment. 

Report by Ray Cai and Rebecca Riess — September 2, 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

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

Power and Planet: Lessons from a Climate and Trade Tabletop Exercise

In July 2024, CSIS hosted a one-day trade and climate simulation game that focused on how players representing key nations make decisions at the intersection of climate and trade policy to reduce emissions, boost economic opportunity, and ensure security. 

Report by Joseph Majkut, Guillaume Ferlet, and William Alan Reinsch — November 13, 2024