Despite Trump, green investors are seeing "glory days", say analysts at Jeffries. 🎁🔗 www.bloomberg.com/news/article...

For a long time, Congress linked farm subsidies and food stamps when it passed a multi-year farm bill. That coalition is now effectively dead, but it is still worth noting which counties depend on farm subsidies, SNAP, or both.

Industrial policy is back — and it's changing fast. What started as "green" strategy is now a global race for clean tech competitiveness and economic security. But do we actually know what works? That's what we're asking at the New Energy Industrial Strategy (NEIS) Center. /1

❇️ Check out our new OA article in the BJPS! You'll find everything you love (hate?) like public perceptions of climate policy risk, IO backlash, devolution concerns, and trust politics in the UK. Tldr: climate blacklash should be read through regional lenses. Past thread: bsky.app/profile/fgen...

The Columbia New Thinking in Industrial Policy Conference is coming up Nov. 6-7. We have a great program lined up: cdep.sipa.columbia.edu/sites/cdep.s... Conference page: cdep.sipa.columbia.edu/content/new-... Registration: docs.google.com/forms/d/18HK... Please register by Oct. 30.

BIG launch this week--the book is available, free, online at our @cssn.org website: cssn.org/news-researc...

New open-access book out on energy transitions in the Global South! We are proud of its author, CSL affiliate and former postdoc @kathrynchelminski.bsky.social climate.watson.brown.edu/news/2025-10...

If Germany doesn’t put in place a pro-competitive industrial policy for cars, centred on market building, the country may well end up down the line giving messy bailouts, regulatory rollbacks in response to mounting political and union pressure - only for the sector to wither anyway.

🚨New publication out in @reggovjournal.bsky.social @danielk24.bsky.social & I show that the support for green subsidies by unions & business interest groups in the 🇺🇸 & in 🇩🇪 goes hand in hand with the support for eco-social policies. Open access here: doi.org/10.1111/rego... A summary below 👇

Short version: using two county-level difference-in-difference strategies, we show that the Act had significant employment effects that began with a Senate precursor bill (USICA) and anticipated the actual CHIPS awards. Check it out. Final version will be posted soon.

It was a real pleasure to present at the @brookings.edu BPEA conference on Thursday, a new paper on the employment effects of the CHIPS Act in the US, with @josephestiglitz.bsky.social and @bilgeerten.bsky.social. Video, slides, and preliminary draft are here: www.brookings.edu/events/bpea-...

Today is publication day! EXTRACTION: The Frontiers of Green Capitalism is officially out with @wwnorton.com - find it at a bookstore near you or order online💚📚 wwnorton.com/books/978132...

Renewables are winning — because they are cheaper and better. Trump has little to no effect so far. www.theguardian.com/environment/...

🌍 New in @nature.com: The geoeconomic turn in decarbonization, with data from Simon Evenett et al. and @industrialpolicy.bsky.social @ucberkeleyofficial.bsky.social @natureatcal.bsky.social www.nature.com/articles/s41... 🧵

Always hard to calibrate the "OMG, climate risks much larger than thought" with "decarbonization is unstoppable" Here's our attempt to say it all in one slide: business.columbia.edu/insights/cli... @columbiabusiness.bsky.social

Thrilled that my first article is out in @jeppjournal.bsky.social ☺️ It looks at why renewable energy buildout in Europe has been *so* unsteady - tracing the evolution of/conflict over the regime for RE derisking over the last two+ decades... It's open access! 👉 doi.org/10.1080/1350... Short 🧵 ...

New Paper out in Development & Change (open access): "Opportunities for Latecomer Technological Catch-up in the Era of Renewables Capitalism" with @lindsaywhitfield.bsky.social onlinelibrary.wiley.com/doi/10.1111/... @devandchg.bsky.social

Submission deadline for the Columbia New Thinking in Industrial Policy Conference is this Friday, Sept. 12, 11:59pm ET. Congressman Ro Khanna (@khanna.house.gov) will be the keynote speaker. Send us your papers!

🌍 New piece: despite political blowback, thermodynamic and geopolitical forces continue to drive the energy transition. My latest in @noemamag explores how we need to update global climate governance for this new era: www.noemamag.com/the-new-geop...

Did a pod with the Drilled folks on carbon dominance as what unites US domestic and foreign policy: drilled.media/news/anti-re...

The IEA in 2014 saw European coal demand rising 0.1% between 2013 and 2019. In practise, it fell 30%.

Great illustration of how the energy transition works in practice. Also worth noting that Hungary's solar explosion has been engined by China's foreign investments. So, in essence: the energy transition is a sensible economic project that can materialize. Waging a cultural war around it is dumb.

A sentence, I wasn't expecting to read: "the US is on track to retire more coal capacity in 2025 than it did under the Biden administration last year"

Just out: How China builds strategic dominance in high-innovation niches fracturing the economic status quo in the world: Government Guidance Funds turn fiscal money + SOE assets into venture capital with planning discipline. A different game than Europe or Korea. www.tandfonline.com/doi/full/10....

Here it is www.newyorker.com/news/annals-...

Check out a new piece by @mkblyth.bsky.social and me: 'Trump’s Global War on Decarbonization'. The Strategy? BLOCK Chinese green tech, PUSH US fossil fuels. @projectsyndicate.bsky.social prosyn.org/RE8I5Ix

Paul Tobin, @stacydvandeveer.bsky.social and I are delighted to announce our new, open access, edited book ‘Stability and politicization in climate governance’. bit.ly/45Gb6RM. It is packed full of fantastic chapters about different aspects of climate politics. Here’s a short thread. 1/

New in @foreignaffairs.com w/ @himself.bsky.social. As the economic weapon proliferates, how can states (particularly the US) protect itself and the world. Hint: not by decapitating it understanding of the world economy. www.foreignaffairs.com/united-state...

I just published a chapter on "US-China Relations and the Competitive Turn of Green Industrial Policymaking" in this volume on climate policy (thanks @matpaterson.bsky.social and @stacydvandeveer.bsky.social!) Since the book went to press, developments have validated my core arguments. 1/

Yesterday I wrote about how far the Inflation Reduction Act didn’t go, as comprehensive climate policy, even as it transformed how the state shaped markets.

Drawing on the likes of Leah Downey, Arjun Jayadev, Leon Wansleben & @geoffmann.bsky.social, I have a new piece in @nybooks.com on money, power, and central banking.

The US is being left behind -- in a clean, digital, electric world it is erecting walls & tariffs, cutting itself off from the world, constricting its own power supply, and tying itself to fossil fuel combustion & autocratic fossil fuel regimes. This is what you get when you elect reactionaries.

I wrote an article about the policy irrelevance of the social cost of carbon in the hopes of prompting an uncomfortable conversation about the future use of the metric. So I was excited to see that @Revkin asked @CassSunstein about my critique 🧵 revkin.substack.com/p/a-fresh-lo...

My book is out today! Read my stuff! academic.oup.com/book/60584?l... … The book looks at the long-run evolution of policy around monopoly and competition in the US and France over the 20th century, using extensive archival research to track the main policy actors who changed it at key moments.

Occidental's CEO attended the fundraiser at which Trump promised the oil industry to slash environmental rules for $1B. Also hosted a Trump fundraiser of her own. www.eenews.net/articles/tru...

We're now inviting proposals for the New Thinking in Industrial Policy Conference, November 6–7, 2025, at Columbia University! It is a great opportunity to present and discuss the latest research on industrial policy across the social sciences.

1/15 Trump's 25% auto tariffs have imposed $12 billion in losses on automakers, marking their largest financial hit since the pandemic. This figure represents only the initial wave of costs as the industry grapples with fundamental structural changes. www.wsj.com/business/aut...

Call for papers! 3rd New Thinking in Industrial Policy Conference ‪at Columbia, Nov. 6-7, 2025. Submit here by Sept. 12: docs.google.com/forms/d/e/1F.... Conf page: cdep.sipa.columbia.edu/content/new-.... Hosts: ‪@ipdcolumbia.bsky.social‬, @cdepcolumbia.bsky.social, ‪@columbiaigp.bsky.social‬, CPE.

We're now inviting proposals for the New Thinking in Industrial Policy Conference, November 6–7, 2025, at Columbia University! It is a great opportunity to present and discuss the latest research on industrial policy across the social sciences.

This figure shared by @katemac.bsky.social lives rent free in my head ever since I saw it. Tl;Dr Oil companies are spending their money on share buybacks *instead of investing in their own upstream capacity aka future production* - a window into what they really think about their long term future.

Very excited to share this new tool for teaching the politics of climate change. What are the different *theories of change* that underlie decarbonization efforts and policies? Help your students learn about them. Please share widely. 🌎🔌💡🛢️

@riccardobaioni.bsky.social, Nicolás Águila, Janina Urban, @paulahaufe.bsky.social, @simonschairer.bsky.social & @jwullweber.bsky.social discuss how the European Commission attempted to reinvigorate the stalled Capital Markets Union project by reframing it as a vehicle for green investments 👇

Just saying: we don't talk about this trend enough.

Steel decarbonisation is stalling across the #G7. Our 2025 Scorecard shows progress on ambition, but too few real projects are being delivered. If we want clean, competitive steel, policy delivery must now catch up.

"[Cleveland-Cliffs' cancelled] investment in environmentally friendly steel would have "helped to future-proof the plant." Meanwhile other companies, like Hyundai in Louisiana, which is planning a $6 billion hydrogen-integrated steel mill, are moving forward with similar technology."

Proper thread after the summer break– but if you were looking for a beach read about political reasoning in today's working class, look no further: journals.sagepub.com/doi/10.1177/...

The Republican strife over the Trump administration’s regulatory clampdown on wind and solar is more intense than I anticipated. I am skeptical it will lead anywhere, but to me it reads like a clear departure from business as usual

New Review Article on Fast Track by @klingelt.bsky.social “Recasting the Meaning of Elections: Three Strikes for the Mandate Interpretation in Europe,” www.ingentaconnect.com/content/cuny...

Trouble is if we don’t build replacement capacity before retirements, we’re asking energy consumers to eat the difference. That’s worse than accelerating VRE + BESS + EV installs. Latter do eat into fossil demand, but only got faster relatively recently. They have a ton of room to grow.