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...

Hit em in the gas prices Mark

Always nice to have a hard copy even if the context is a shitshow.

Well when you put it like that

Susan Strange pointing out the hypocrisy of hidden American industrial policy in 1987

The rest of the world will learn an important lesson from China. Build out your renewables so you aren't as dependent on imported fossil fuels and the whims of idiots. "China’s imports of three major energy products from the US hit almost zero in June"

The energy transition powers on

The fundamental dynamic so far seems to be that the US isn’t getting much in the deals beyond vaporware investment, but it is definitely driving states into each other’s arms and making more diplomatic space for China.

There is a history here with, of course, tariffs at the center. The U.S. tariffed light truck bodies, which meant that U.S. manufacturers had big, protected margins on bigger vehicles and, voila, dumbness!

An important missive from Australia to Canada: if you export LNG, you will increase the cost of domestic gas. From an industrial strategy perspective, it is critical to keep energy costs low because those low costs serve as a subsidy to all industries. Upstream resources ftw.

Three-dimensional industrial strategy

Guardian editorial on point: “This moment presents both a challenge and an opening. Tariffed in the west, Chinese firms pivot to Brics. So the United Arab Emirates cashes in – winning local production and tech transfers from Beijing that the west won’t permit.” www.theguardian.com/commentisfre...

This is really exciting. Electrolytic steel presents an opportunity to make clean steel cheaper than traditional steel. The energy transition powers on. www.latitudemedia.com/news/despite...

Analyst Me has some doubts about squad-building, risk, and expenditure. Fan Me has that fucking nerd in a headlock and is telling him to touch grass.

U.S. shipbuilding is the poster child for bad industrial policy: protecting a sector without coordination, innovation support, or technology standards leads to a sclerotic, uncompetitive industry. Unless the US fixes the core strategy, the result will be the same. www.bloomberg.com/news/article...

Tim is writing the first draft of history ya'll, if you aren't already reading Polycrisis religiously you need to get on that.

Here it is: Canada’s tariff letter. The summer just got a lot hotter up north.