One of the closest things we have to a sovereign wealth fund is DOE’s Loan Program Office. It has the tools we need to secure critical minerals, innovate oil and gas production, build nuclear, and improve the grid. It’s a huge source of leverage.

Sorry. I have to push back on this preposterous claim. The clean energy tax credits have current bipartisan support AND they were mostly based on previous bipartisan legislation before they were ultimately enacted in the IRA with dem-only votes. Receipts in thread 👇🧵

Without domestic critical mineral processing capacity, our access to the materials necessary for modern technologies is vulnerable to trade restrictions and geopolitical tension. America needs bold new policy to kickstart U.S. industry. At BPC, we came up with a solution 🧵👇

“Beijing does not feel like it is going to back down and that the U.S. is in no position to dictate terms. A big, big part of that is rare earths, where they feel they have the capacity to do significant harm to American manufacturers.” washingtonpost.com/business/2025/…

Deep sea mining could be the shale revolution for critical minerals. As (((Alex Gilbert))) points out, Congress can’t afford to sleep on this.

Yes, but to be clear it is in context that we should definitely be building more transit but need to build things much faster and for less cost. Need to reduce legal, permitting, political complexities, and focus on the opportunity cost of not getting things done to help people.

Reading up on innovative govt contracting and what…

Excited to announce that I'm joining Zeno Power as a Policy & Government Affairs manager to help them send nuclear batteries to space.

Great discussion last night with Leilani Gonzalez, John Jacobs, and Mahnaz Khan on #criticalminerals and their significance to defense, #tech, and #energy. Thanks to those who joined us!

Brought to you by the LPO!

The best interview I’ve listened to on why America is so bad at building big things

Per the JCT tables: Gutting the manufacturing credit saves $44.2B Extending the biofuel credit costs… $45.4B Truly, nobody does it like the farm lobby

The next frontiers of global influence – the seabed, Arctic, and space – will be shaped by those who can power them. Today, we’re announcing Zeno Power’s $50M Series B to build nuclear batteries that deliver years of reliable energy in these contested environments.

Taiwan shut down its last nuclear reactor. To compensate for the loss of electricity, it has added 5 gigawatts of gas-fired capacity. Electricity costs on the island are expected to rise. bloomberg.com/news/articles/…

Idea: Take all our spent nuclear fuel and use it To make more nuclear fuel To lock in energy security and energy dominance My pitch for a Trump EO at The American Conservative theamericanconservative.com/the-secret-wea…

Wow. Secretary Chris Wright calls LPO “critical, “the most efficient tool we have” and says he’s “making a plea” with Congress not to gut its credit subsidy in reconciliation. Huge. Now where is Congress?