Really interesting.

Thank you to all who joined us in Cologne this week for the 2nd Max Planck Summer School for Women in Political Economy! A fantastic line-up of speakers and participants, thoughtful discussions and global perspectives. Huge thanks to organizers @palmapolyak.bsky.social and @dustinvoss.bsky.social!

New report from @productivity.bsky.social worth a read! 🙌

🌍 New from The Productivity Institute: UK Trade and Productivity Across Space shows exporting is easier for firms in dense cities, while smaller regions face disadvantages. Levelling up trade access could boost productivity across the UK. 🔗 www.productivity.ac.uk/research/uk-...

Examining the recent slow growth in manufacturing productivity, from Enghin Atalay, Ali Hortaçsu, Nicole Kimmel, and Chad Syverson https://www.nber.org/papers/w34264

Out of 64 critical tech. categories (e.g. AI, robotics), "China leading in 57, while the United States leads in only 7 technology sub-categories." And at *this* crucial moment the White House is sledgehammering our high-skill immigration system, white China opens its own. itif.org/publications...

ICYMI: Join me and industrial policy guru @toddntucker.com of the @rooseveltinstitute.org to talk about my new book! Next week! Deets below 👇

After 15 months in power, the Labour Party’s promise to fix the economy has failed. Part of the problem was the narrowness of its approach

Everyone thought the metaverse would be the next big thing—it wasn't. But generative AI is plainly not the metaverse. While its full impact will only become clear with time, AI is already leaving its mark on the workplace

Read the Carbon Brief post on our article: www.carbonbrief.org/guest-post-w... The paper is open access: www.cell.com/cell-reports... Co-authors: @zhenhuazhang.bsky.social, Ziheng Zhu, Xi Lu, and Da Zhang (Tsinghua)

Excellent article by @jonasmeckling.bsky.social in @nature.com. A rich and insightful analysis the double-edged sword of the geoeconomics in green industrial policymaking spanning the galvanizing effects of global competition, to the risks of conflict and the sludge of higher input costs. 🙌🌍🌳

How many other local and regional solar installers are at risk in the coming years? www.wral.com/story/regula...

"It's less like pressing a button for an answer and more like mentoring a junior colleague—asking the right questions, pushing back on shallow reasoning, and nudging the system toward sharper insights."

A rather brilliant idea from Massachusetts. 🔌💡

Thoughtful work on the goals, design and implementation of Canadian industrial policy by @irpp.org 🙌🤩

Fascinating report by @mazzucatom.bsky.social and Sarah Doyle on developing mission-oriented school meal policies to drive green innovation in food supply chains🙌💡🚜. Manufacturing will always be part of the industrial policy discourse but industrial policy covers so much more.

Really interesting report on finance for green industrial policy in the Global South by @moira.bsky.social and @laramerling.bsky.social in @cplusc.bsky.social 🙌. Worth a read!

There's been a tonne of interesting stuff to read on China's green export boom, developmental green industrial policy & even US energy transition politics in the past couple weeks; here is an annotated list from me & @70sbachchan.bsky.social buttondown.com/polycrisisdi...

In its new report the World Intellectual Property Office notes a tentative recovery from the global innovation lull it identified last year. We explain why

Is it a bird? Is it a plane? No, it’s a flying taxi! Our correspondents examine China’s plan to “draw GDP from the sky”, on “Drum Tower”

Documenting the growth of ChatGPT since its launch in November 2022 and exploring usage patterns by conversation topic and user characteristics, from Aaron Chatterji, Thomas Cunningham, David J. Deming, Zoe Hitzig, Christopher Ong, Carl Yan Shan, and Kevin Wadman https://www.nber.org/papers/w34255

Tooze now weighs into our Hopkins report "The capacity that China has built is not excessive. It is precisely on the scale that the planet needs." Beyond the "Marshall Plan": China's solar boom as world-changing industrial policy. www.netzeropolicylab.com/china-green-... bsky.app/profile/bret...

As the US withdraws from green tech industries & pressures its allies to follow suit,Chinese firms are stepping in to power the whole world’s green transition I interview Mathias Larsen, lead author of our new Hopkins report. A BRI 2.0 www.phenomenalworld.org/interviews/t... bsky.app/profile/70sb...

China joins the top ten

Next week China’s prime minister is expected to announce a new set of climate pledges at the UN General Assembly. Even if the goals prove unambitious, the country’s clean-tech firms are anything but

The UAE is trying to create a specifically Emirati AI sector. The parallels with the country’s own AI goals, as well as regional rivals like Saudi Arabia, are clear

SEPTEMBER 24: @cullenhendrix.bsky.social joins PIIE Insider LIVE to discuss how climate change is shaping human health & security & how government responses on critical minerals, tech, & more will shape the planet's future. Subscribe wherever you get podcasts. Live event:

US nuclear costs are ballooning, while costs for China have declined. @shangwei-liu.bsky.social explains why and what we can learn from it. As energy needs increase and the planet warms, reducing costs + increasing production to serve decarbonization efforts is urgent. https://bit.ly/4nCMJLZ

To see our tracking and access our data, check out The Big Green Machine. It is a joint project between myself and my @wellesley.edu research students. www.the-big-green-machine.com

Clean-technology projects “worth nearly $42 billion have been delayed, shrunk or canceled since Trump’s inauguration.” @bloomberg.com @liamdenning.bsky.social www.bloomberg.com/opinion/arti...

Analysts now think solar investment will rebound in America. There are two explanations as to why

Automation exposure shifts corporate innovation toward AI with an innovation "J-curve": greater R&D inputs, immediate drop in patenting, but more original, general advances later, from Lin William Cong, Yao Lu, Hanqing Shi, and Wu Zhu https://www.nber.org/papers/w34240

the amount of Chinese investment in green tech around the developing world is simply mind boggling www.netzeropolicylab.com/china-green-...

New study shows a US border carbon fee could cut steel imports substantially - with direct imports from China almost being eliminated. www.globalefficiencyintel.com/impact-of-a-...

I learned a lot reading @triofrancos.bsky.social new book on lithium mining, both a great intro to the economics and history as well as a frank reckoning with the contradictions of an energy transition reliant on mining. heatmap.news/energy/thea-...

In this new piece, I explain why focusing only on red tape and proceduralism (as the Abundance thesis does) misses the bigger story about the American Political Economy and fails to explain the staggering build out of data centers across the country. www.valueadded.tech/p/america-ca...

Really interesting @planetmoney.bsky.social podcast on the evolution of US government industrial policy with respect to semiconductors: its evolution from the CHIPs Act to the recent US government purchase of shares of Intel. A reminder that industrial policies come in many varieties. 🙌

I really enjoyed speaking with David Rotman for this excellent new piece in the MIT Technology Review, which cites two of our papers on the returns to government R&D investments: t.co/YjTsXgopVp

Important work by @triofrancos.bsky.social and @isabelestevez.bsky.social on green industrial policy 🙌🙌

In a world riven by inequality and devastated by climate + ecological crisis, what would it take for "green industrial policy" to empower the working class in Global North + South, and be truly green? New @cplusc.bsky.social report by me and Isabel Estevez (1/3) t.co/78sQQe4d1g

US semiconductor production inched up to a new record high in August amidst the AI boom & the steady completion of CHIPS Act projects—over the last year, semiconductor production is up 16% and capacity is up 13%

And investment is on the rise

I'd go so far as to say that wind power scaling on land worked in Finland because there were numerous municipalities focused on meeting climate targets. It wasn't as much a top-down edict (PPAs from major users up to a point) or subsidies in later stages. suomenuusiutuvat.fi/en/wind-powe...

Fascinating work on US industrialization by @jlrosenbloom.bsky.social 🙌💡. A reminder that technological diffusion isn’t just about copying blueprints—it’s about learning how to adapt technology so it becomes profitable in a country’s own context.

An examination of the distinctive trajectory of American industrialization up to 1870 fresh perspective on American industrialization up to 1870, from @jlrosenbloom.bsky.social https://www.nber.org/papers/w34225

Proposing new measures of economic interdependence based on an integrated accounting framework of global supply chains that incorporates the role of FDIs, from Zhi Wang, Shang-Jin Wei, Xinding Yu, and Kunfu Zhu https://www.nber.org/papers/w34226

1/ New report from @bentleyallan.bsky.social's Net Zero Policy Lab: As the US withdraws from green tech industries and pressures allies to follow suit, China is stepping in to power the developing world's energy transition. The scale is staggering. www.netzeropolicylab.com/china-green-...

"Foreign direct investment by China’s green-technology industry since 2022 has hit between $227 billion and $250 billion. That’s roughly the size, adjusted for inflation, of the post-World War II Marshall Plan that cemented the alliance between the US and Europe." h/t @olufemiotaiwo.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 🧵 ...

Ya está subida la conversación que hemos tenido sobre reindustrialización global, organizada por Rumbo Colectivo e @institutomeridiano.org. Las tres intervenciones han sido estupendas y muy complementarias. Guardaos el enlace para cuando podáis estar tomando apuntes, porque de verdad lo merece.