I analyze energy trends. I contemplate information flows. My tweets endorse nothing.
Washington, DC
Joined August 2008
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Shakespeare: “brevity is the soul of wit.” Not so sure about soul or wit, but here goes brevity -- some thoughts on energy policy and economics in ~200 words. Add whiskey (or coffee, Januarians), and each one inflates into hours of conversation. 1/16
One wonders how @NateSilver538's 53-47 #Senate scenario looks after Haley's Comment from Mr. Rogers' Neighborhood.
All right, I tried to curate a fairly representative cross-section of 13 FLIPR maps for what might happen on Tuesday night. Warning: the last 3 or 4 are deliberately weird! Here's one that came up when the polls were in the 95th percentile of accuracy, however.
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Kevin Book retweeted
Because when tankers are being fired upon, then you're going to prioritize what gets shipped out; and fetching $200M in crude oil revenue thanks to a large sturdy tanker makes a whole lot more sense than fetching $50M in diesel by a smaller tanker that risks sinking.
There's lot's of talk about #midterm #elections, but on yesterday's #EnergyShots @CSISEnergy Director @JosephMajkut and I looked at #energy dimensions: #diesel, #datacenters, #Venezuela, #Permitting, the @POTUS #agenda and more. Join us:
youtube.com/watch?v=0MoneLC5…
Kevin Book retweeted
Tomorrow on #EnergyShots: energy is the bipartisan issue of the 2026 midterms.
Data centers, rising electricity bills & what it all means for November. ESCC Director @JosephMajkut & Senior Adviser @kevinbookdc break it down at 10:30am EDT. ⬇️
csis.org/events/energy-shots…
Kevin Book retweeted
Today on #EnergyShots ➡️@JosephMajkut and @kevinbookdc discussed how the data center build-out could shape the midterm elections.
Data centers used nearly 5% of U.S. electricity in 2024, increasingly becoming a hot topic for American voters.
youtu.be/0MoneLC5CCA?si=yKcT…
Thank you, @JMathieuReports and @kaileyleinz, for having me on @BloombergTV Balance of Power tonight for a far-ranging discussion of Middle East #risks and #diesel dynamics.
youtube.com/watch?v=TweQt9d4…
tl;dr: the end of scarcity also ended bipartisan cooperation, but a new scarcity (of pipes and wires) could bring it back.
Unpack the rest on the latest @CSISEnergy #EnergyShots podcast, where @JosephMajkut and I tackle #permitting #reform:
csis.org/events/energy-shots…
On @CSISEnergy #energyshots, @JosephMajkut and I look at root causes. How did #energy #policy get so #partisan? Could that hamper #permitting reform? If you missed it, watch the whole episode. We cram a lot into 20 mins. csis.org/events/energy-shots…
#OOTT
Energy policy consensus in Washington had been gone for years, but new scarcities in connectivity and manufacturing capacity could bring it back through the Bipartisan American Affordability and Jobs Act (#BAAJA).
Watch @JosephMajkut and @kevinbookdc on last week’s #EnergyShots⬇️
youtube.com/watch?v=NW91wyha…
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Kevin Book retweeted
The Bipartisan American Affordability and Jobs Act (BAAJA) could make waves in permitting reform.
In this week's episode of Energy Shots, @JosephMajkut and @kevinbookdc break down what the bill really means for the future of energy infrastructure.
Watch:csis.org/events/energy-shots…
Kevin Book retweeted
In the latest #EnergyShots episode, @JosephMajkut and @kevinbookdc take a look at the Bipartisan American Affordability and Jobs Act (BAAJA). After years of permitting reform traction, bipartisan efforts can help push BAAJA toward broader consensus.
Watch More:csis.org/events/energy-shots…
Reasons to watch today's @CSIS #EnergyShots podcast on #permitting reform:
1. @JosephMajkut's excellent synthesis of manufacturing growth vs. transmission constraints.
2. my spirited soliloquy on how #energy #policy got so partisan.
3. you're addicted (sorry not sorry).
csis.org/events/energy-shots…
Kevin Book retweeted
Starting soon | ESCC Director @JosephMajkut and Senior Adviser @Kevinbookdc break down the American Affordability and Jobs Act and how the midterms could shape its fate.
Tune in at 9AM ET ⬇️
csis.org/events/energy-shots…
Kevin Book retweeted
This Friday on #EnergyShots: permitting reform returns.
ESCC Director @JosephMajkut and Senior Adviser @Kevinbookdc examine the Bipartisan American Affordability and Jobs Act provisions, its limits, and the outlook after the midterms.
Tune in at 9:00am EDT⬇️
csis.org/events/energy-shots…
It was great to join @JoeSquawk on @CNBC @SquawkCNBC this morning re: two different kinds of supply risks in two Gulfs.
Link below:
cnbc.com/video/2026/10/08/cl…
Kevin Book retweeted
The U.S. is a top energy supplier, sending out just under 1.5 million barrels a day of seaborne diesel and gas oil to the world.
As such, any interventions carry consequences beyond its borders. @JosephMajkut and @kevinbookdc discuss on #EnergyShots⬇️
On Tuesday, the President appeared to back #diesel export limits. On Wednesday, @SecretaryWright reportedly proposed alternatives. What will happen next? On yesterday’s special #EnergyShots podcast, @CSISEnergy Director @JosephMajkut and I discussed.
youtube.com/watch?v=Hs6zeAMp…
History does not repeat itself, but it is said to rhyme. This year, it's rhyming like a rap song.
Here's the whole #EnergyShots episode: youtube.com/watch?v=Hs6zeAMp…
#OOTT #diesel #IranWar
On today's special episode of #EnergyShots, @JosephMajkut and @kevinbookdc discussed President Trump's proposed diesel export ban.
A similar but not enacted proposal in 2022 raised questions about how a ban could affect refinery production and fuel prices over time.
Those same questions are worth revisiting now ⬇️
I will be live with @CSISEnergy Director @JosephMajkut at 3pm for a special #EnergyShots episode on a #diesel #export limits—a familiar topic for longtime viewers (and ClearView clients). Join us for a brief—and potentially very timely—discussion.
Join us at 3PM EDT for a special episode of #EnergyShots⬇️
ESCC Director @JosephMajkut and Senior Adviser @kevinbookdc discuss the economics and politics of a potential ban on diesel exports by the Tump administration.
csis.org/events/energy-shots…
Kevin Book retweeted
ICYMI ➡️ This morning on #EnergyShots, @JosephMajkut & @kevinbookdc looked at which countries might be vulnerable to U.S. sanctions following the Lindsey Graham Sanctioning Act, and the volume of trade thay could be affected.
Watch the full episode: youtube.com/watch?v=K7jhGl73…