CSIS Energy Security and Climate Change Program

CSIS today announced the appointment of Navin Girishankar as President of its newly established Economic Security & Technology Department.     Girishankar brings to CSIS decades of experience in government, business, and international finance, serving most recently as senior counselor to the Deputy Secretary of Commerce on a range of domestic and international issues. He previously served in senior commercial roles at Bridgewater Associates and spent over two decades at the World Bank in senior policy, country, finance, and evaluation positions.    The Economic Security and Technology Department will bring together nearly a dozen CSIS programs to offer in-depth research on economic and technology policies crucial to U.S. national security. Core focus areas will include:  ·         AI and semiconductors  ·         Energy security and climate transition  ·         Critical minerals  ·         Digital, quantum, and cybersecurity technologies  ·         Trade and investment policies  ·         Intellectual property and innovation ecosystems  ·         Economic relations with China and economic alliances with global partner   The department will convene political, business, and thought leaders to tackle the complex economic security and technology issues facing the U.S. and its allies. The department’s creation is part of a broader strategic realignment of CSIS programming, to be formally launched this fall, to better prepare the institution to meet global challenges in the coming decades.    Navin shared his vision: “I’m honored to lead CSIS’s work on economic security and technology at a critical moment. The United States and its allies are in the midst of a must-win global technology and commercial competition. It is imperative that we take a hard look at our technology capabilities and vulnerabilities relative to others, including China; modernize our economic and technology policy toolkit; and rethink our approach to public-private collaboration at home and economic alliances around the world.” For more details and to read Navin Girishankar’s full bio, visit our website: https://cs.is/4cP2v1p

ICYMI: Fereidun Fesharaki, Founder and Chairman of FGE, joined Ben Cahill for a discussion on the global oil market, including the demand outlook for the second half of the year. Watch the full event here: https://lnkd.in/eNFiGpjs

ICYMI: Fereidun Fesharaki, Founder and Chairman of FGE, joined Ben Cahill for a discussion on the global oil market, including the demand outlook for the second half of the year. Watch the full event here: https://lnkd.in/eNFiGpjs

A growing share of global oil consists of sanctioned, discounted volumes traded by dodgy intermediaries in an opaque shipping sector. Sanctions can deny revenue to oil-producing states, but also have unintended consequences. New memo from me, with Adi Imsirovic. https://lnkd.in/etZpDKma

Not many analysts can cover both the oil market and global LNG like Fereidun Fesharaki of FGE. It was great to host him at the Center for Strategic and International Studies (CSIS) yesterday for a half-hour interview. He predicts troubles for OPEC+ adding supply even next year, peak oil demand in China by 2028, a coming oversupply of LNG and very volatile spot prices starting in 2026, and resilient U.S. LNG although "the rate of return is very low." Rich conversation. Check it out. https://lnkd.in/e-yNRkuX

Looking forward to hosting Fereidun Fesharaki of FGE at 9 am Eastern today to talk about the oil market as well as LNG. Great to have Fereidun back at CSIS Energy Security and Climate Change Program. Link for the livestream below. https://lnkd.in/eKPPkZAw

Friday at 9:00 AM, join Fereidun Fesharaki, Founder and Chairman of FGE and Ben Cahill for a discussion on the global oil market, including the demand outlook for the second half of the year. Register and watch online here: https://lnkd.in/eDDq2Hph

Solar PV is the fastest-growing source of power generation in the U.S. and worldwide. The Biden administration is wagering that protectionist trade measures against Chinese solar panels and significant subsidies for the domestic solar industry will help the United States meet its climate goals while protecting its economic security. Is the United States' solar industrial policy working? I discuss with Ryan Featherston for CSIS Energy Security and Climate Change Program: https://lnkd.in/e63ZYprp

A network of protectionist trade measures and domestic manufacturing incentives have coalesced into a bet on the domestic U.S. solar industry. At the core of that bet have been efforts to create a viable U.S. supply chain insulated from China, the solar behemoth. Quill Robinson and I discuss the U.S. approach for CSIS Energy Security and Climate Change Program:

ICYMI: Nick Wayth CEng FEI FIMechE, CEO of Energy Institute, joined us for a presentation and discussion of the 2024 EI’s Statistical Review of World Energy. Watch the full event here: https://lnkd.in/dY_v94Bz