Tom Moerenhout
Columbia Center on Global Energy Policy researcher (critical minerals)
“What made fracking a success was the demand side — you had absolute guaranteed demand. We are missing that with respect to critical minerals; the downgrading of a lot of Inflation Reduction Act subsidies [removes it].”
Tom Moerenhout
One-line summary: Columbia energy researcher; argues the West's critical-mineral problem is a missing demand-side guarantee (unlike fracking), worsened by IRA-subsidy downgrades.
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- On us-critical-mineral-independence:
"What made fracking a success was the demand side — you had absolute guaranteed demand. We are missing that with respect to critical minerals; the downgrading of a lot of Inflation Reduction Act subsidies [removes it]." — 2026-07-21-podcast-columbia-energy-exchange-tom-moerenhout-and-tomasz-nadrowski-on-fixing-the (2026-07-21)
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