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Brad DeLong

What Brad DeLong thinks about infrastructure

@brad-delong · 59 positions · 0 changes of mind

Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.

Everything they publish, on ppll ↗

Brad DeLong did not write this page.

We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.

2 dated positions, 2026, in their own words. Our reading of what Brad DeLong has said — not written or endorsed by them.

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  1. Our readingA maritime chokepoint crisis permanently redirects long-term pipeline and terminal investment, not just short-term oil prices.

    Their wordsChokepoint risk does more than spike the spot price for a season. It re-prices geography permanently: it redirects the next decade of pipeline and terminal investment and hands a windfall to whoever sits on the alternative route.

    ↗CROSSPOST: SPENCER ACKERMAN: Fanute The Houthi Coupbraddelong.substack.com 3rd of 3 in this piece

  2. 2 days earlier

  3. Our readingFounder-controlled AI infrastructure companies pose a strategic-default risk to lenders that standard credit ratings fail to capture.

    Their wordsThe usual default math assumes debtors want to pay. But founder-controlled firms with a "you lent us too much" attitude introduce a strategic-default option that standard systems of ratings do not fully capture.

    ↗DataCenter Risk Is the Real Thing: CHART OF THE DAYbraddelong.substack.com 1st of 3 in this piece

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