Ford is doubling down on its partnership with Chinese battery giant CATL to make grid-scale batteries. Could it be the industrial policy solution the US needs to cut reliance on Chinese imports? 🎁 link: www.bloomberg.com/news/article...

We are at the stage of the energy transition where we have to invent new terms for structurally weak oil prices.

Wonderful piece from Katie Brigham at Heatmap on our new tool—the Clean Industrial Capabilities Explorer. She captures its central motivation so well: we created this tool to help countries understand their manufacturing bases and design more targeted industrial policies.

Wonderful piece from Katie Brigham at Heatmap on our new tool—the Clean Industrial Capabilities Explorer. She captures its central motivation so well: we created this tool to help countries understand their manufacturing bases and design more targeted industrial policies.

Climate change is killing workers. The fix is simple. Water. Shade. Rest Breaks. Our new Health Affairs study: California's heat standard was associated with a 33% drop in heat-related deaths among outdoor workers. Now it's time for OSHA to adopt a federal heat standard. tinyurl.com/4wejjhkd

The only path forward for climate action is to double down on what has worked to get us to the point where climate action can proceed even in the most difficult of political circumstances: focused industrial strategies to bolster technology and clean energy supply chains.

I drew North London

The G20 Leader’s Declaration released before the U.S. shows up to the summit is a stunning, magnificent document underlining the crucial role of industrial policy that advances both productivity and equity in sustainable development.

The G20 Leader’s Declaration released before the U.S. shows up to the summit is a stunning, magnificent document underlining the crucial role of industrial policy that advances both productivity and equity in sustainable development.

Join us live at 10am as we introduce the Clean Industrial Capabilities Explorer in Washington DC. www.youtube.com/watch?v=bOpc...

@usoceanprotection.bsky.social today released a report I co-authored on deep-sea mining for #criticalminerals. It’s an interesting study, dives into extraction and processing as well as markets. I do not opine on environment, not my area. www.oceanprotectioncoalition.org/dsmfeasibility

While the COP is an important milestone every year, the real engine of global climate action is now industrial policy. That’s why next Friday, as COP closes, we will launch the Clean Industrial Capabilities Explorer. Register in-person: luma.com/cd2255t4 Sign up for the webinar: bit.ly/484IS5o

I’m very excited to share what @nzpolicylab.bsky.social has been up to—join us in DC or online.

While the COP is an important milestone every year, the real engine of global climate action is now industrial policy. That’s why next Friday, as COP closes, we will launch the Clean Industrial Capabilities Explorer. Register in-person: luma.com/cd2255t4 Sign up for the webinar: bit.ly/484IS5o

Proud to have the @nzpolicylab.bsky.social cited in the IEA World Energy Outlook. The new scenario is grabbing attention, but this is a key figure: China is remaking the global energy industrial base. The very countries that were supposed to sustain oil and gas growth through 2050 are on a new path.

*CLICK* carnegieendowment.org/research/202...

The Financial Post’s Gabe Friedman with an excellent piece on how Canada has joined the U.S. in using a price floor for critical minerals. This is a big deal and a step in the right direction. 1/3 financialpost.com/commodities/...

The Financial Post’s Gabe Friedman with an excellent piece on how Canada has joined the U.S. in using a price floor for critical minerals. This is a big deal and a step in the right direction. 1/3 financialpost.com/commodities/...

Our Hopkins NZIPL work will be featured in Tooze LRB lecture tonight , here is a preview adamtooze.substack.com/p/chartbook-...

My latest 🪨 Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club 🪨 The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how: www.netzeropolicylab.com/g7-critical-...

My latest 🪨 Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club 🪨 The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how: www.netzeropolicylab.com/g7-critical-...

The oceans and land mop up about half of the carbon that humans emit. Until they don't. My new piece on the weakening of natural carbon sinks, and the fallacy that we humans have our hands on a global thermostat, is out now for @carnegieendowment.org carnegieendowment.org/emissary/202...

Yes: a key question in the coming eco-ideological Cold War will be how India positions itself between the Green Entente and the Axis of Petrostates

Is the Trump slow down in clean energy manufacturing investments bottoming out? Our tracking shows that new investments in US clean energy manufacturing during Q3 2025 exceeded canceled or paused projects for the first time since Q3 2024. 🔌💡 www.the-big-green-machine.com/post-trump-s...

This from the US-Aus critical minerals framework announced today announced today is really interesting and in line with what we’ve been advocating for: a proper CM club that addresses demand side uncertainty.

Underlying this is a set of critical geoeconomic events: Kenyan President Ruto returned from a 2023 state visit at the White House to IMF-induced rioting at home. Everyone in the developing world paid attention. 1/5

Today is the day!!! Existential Politics is out in the world! Read about why we’re doing climate policy wrong (too focused on measuring emissions) & what we should do instead (focus on $$ to constrain fossil asset owners & expand green asset owners). Just in time for #COP30.

Today we at the Net Zero Industrial Policy Lab are launching ACTIVE MATERIALS, our monthly newsletter so you can stay up to date on our research. Subscribe here: mailchi.mp/jh/subscribe...

This is century-defining stuff.

Worth watching the Net Zero Industrial Policy Lab’s (@bentleyallan.bsky.social) presentation of “China’s Green Leap Outward” by @70sbachchan.bsky.social, @mathiaslarsen.bsky.social & Xiaokang Xue youtu.be/Pc2eu6YT2O0?... Some key takeaways, and a broader question that deserves more attention: 1/7

The energy transition does not care about your upward revision in long-term oil demand.

Excited to be featured in @adamtooze.bsky.social’s Chartbook this week. His take: our data shows that China’s clean energy revolution goes far beyond solar deployment and exporting technology to the remaking of the world’s manufacturing base. adamtooze.substack.com/p/chartbook-...

“Renewables & electric tech are reconfiguring the global landscape of geopolitical power through a competition to seize economic opportunities, through a need for energy security & autonomy, and through the effort to diversify economies to make them more resilient.” www.noemamag.com/the-new-geop...

Join us Thursday for a webinar on our new report, China’s Great Leap Outward which tracks outbound FDI in clean energy supply chains. ⏰Thursday, Sept 18t, 9-10am 🧭Register here to join or receive the recording: tinyurl.com/ChinaGreenFDI

"Even as President Trump bulldozes U.S. climate policy, the global clean energy transition is making remarkable strides: Investment in clean energy is now double the investment in fossil fuels" @bentleyallan.bsky.social on the way forward,& a new approach to climate www.noemamag.com/the-new-geop...

Join us Thursday for a webinar on our new report, China’s Great Leap Outward which tracks outbound FDI in clean energy supply chains. ⏰Thursday, Sept 18t, 9-10am 🧭Register here to join or receive the recording: tinyurl.com/ChinaGreenFDI

Jonas’ takeaway from our work on Chinese outbound FDI 🎯

There's a lot to be nervous about with how tumultuous things are, but there are some extremely positive things that will have huge effects in the coming decades. Energy sovereignty is one.

Some good stuff from @bentleyallan.bsky.social here to expand our horizons on what is possible. Core point is recognizing that target driven emissions reductions under the UNFCCC misses the need for industrial policy and finance for clean tech deployment. www.noemamag.com/the-new-geop...

In which @bentleyallan.bsky.social articulates the eco-ideological position of what I have labelled the emerging “Green Entente”: www.noemamag.com/the-new-geop...

‼️New study from my lab: proud to share not one but two Bloomberg articles covering our new report on Chinese outbound FDI. We spent the summer painstakingly coding investment across the global south. The results are striking:

🌍 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...

The failure of political analysts to understand the sheer political power of the oil industry is really puzzling. It isn’t that scientists need to make better arguments it’s that the most powerful industry in history is rigging the system!

There are two basic facts that are essential to understanding global climate policy: 1) The preferred geopolitical weapon of the modern US empire has been the imposition of energy starvation. 2) The primary strategic vulnerability of China is that they are reliant upon energy imports.

This, from Jonas’ great thread on recent equity stakes, is critical. Firms prefer cheap debt to expensive equity.

Honoured to moderate “Plenary 4: The 2030 Challenge” at the #VictoriaForum yesterday. We discussed how Canada can prepare for a low carbon world through deliberate and coordinated actions that incentivize innovation, create jobs, and enhance resilience. @victoriaforum.bsky.social

China’s dramatic surge of investment into the “new three”—EVs, batteries, and solar—is expected to crush oil demand by 5 million barrels a day by 2030. Here are the Chinese EVs "going out". BYD has already become a household name. What does this look like in 10 years? www.ft.com/content/f867...

I am excited to be speaking at the @victoriaforum.bsky.social on Aug 25. I will be moderating the panel “Planery 4: The 2030 Challenge: Transitioning Canada’s Industrial Economy.” Looking forward to meaningful dialogue and fresh ideas as we explore solutions Towards a Better Future!

The Commission just approved a €11bn French state aid scheme to support offshore wind. Competitive bidding, direct price support via two-way CfDs, and resilience criteria to curb reliance on Chinese tech. This is the way. ec.europa.eu/commission/p...