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toddntucker.com
Director, Industrial Policy & Trade, @RooseveltInstitute.org, @RooseveltForward.org. Political scientist of economic transitions, administrative states, Bidenomics, Trumpnomics. Fellows @Harvard Kennedy School. Lectures @JHU. PhD.
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“It used to be the gold standard was placing a W.S.J. editorial. Now the most important thing is an Elon tweet. That’s what everybody wants most. It’s X and podcasts. Heritage, A.E.I., Cato—they have a lot less influence. The Catturd Twitter account is way more important.”

Here, @garywinslett.bsky.social argues that both political parties are clinging to nostalgia over manufacturing, rather than acknowledging the reality of interstate competition by Southern states - especially around laxer labor standards. It's worth a read. www.washingtonpost.com/opinions/202...

The great price gouging debate continues in the weirdest fashion

Is this energy dominance? US drillers plan to cut back on new production as Trump's tariffs roil the global economy and OPEC pumps more, pushing crude prices lower www.wsj.com/business/ene... Time to get those rigs drilling for geothermal energy! 🔌💡 🛢️🔥

Commercial corrections "only lucrative because the industry is based on stealing... billions of taxpayer $s & not providing constitutionally required services to the people in their care, services they were contracted to provide. They are using the bodies of incarcerated people to extract wealth.”

This was definitely not the direction of travel a few months ago. Canada and Mexico were looking for separate peaces with the US. Trump bringing folks together!

"Chinese customs data for April showed Beijing’s exports to south-east Asia increased 21 per cent, about the same amount that those to the US had declined. The sharpest rises were to Vietnam, Indonesia and Thailand" reflecting Chinese companies transshipment. www.ft.com/content/4178...

A Trump 1.0 official who suppressed research on transmission connection issues and took over Trump 2.0's early efforts on Puerto Rico is now slated to lead the Energy Department's Office of Electricity, @maeveallsup.bsky.social reports. www.latitudemedia.com/news/in-trum...

You can’t “sane wash” a tariff agenda with no guiding vision. On @majorityreport.bsky.social, @toddntucker.com breaks down the difference between tariffs that build industrial capacity and those that just create chaos. www.youtube.com/live/a5LSpTp...

A few things I learned from this interview/debate: 1. Abundance isn't sure if it's mostly about remaking housing or remaking the Democrats, but it is very animated by thinking coalitional strategies hurt both. 2. Centrists have been coached to excessively drop the f-bomb.

Visualization of potential climate tipping points. www.science.org/doi/full/10....

The WSJ opinion page takes a victory lap on the IRA rollback without once mentioning the repeal of tax credits to boost manufacturing or nuclear energy -- things the administration ostensibly supports.

Trump rescinding Biden curb on AI chip exports, at behest of chips companies. apnews.com/article/trum...

Newsom to propose extending carbon pricing in California, use proceeds to fight fires. www.politico.com/news/2025/05...

“If the government wants the US to compete with China... in the inevitably large EV market, & wants GM and Ford to make large, long-term investments in EV development & US-based production, it needs to extend the tax credit and wall it off from doctrinaire whiplash.” www.nytimes.com/2025/05/14/b...

The debate on French nationalisation of Europe's biggest steelmaker is heating up. ArcelorMittal is struggling in Europe, but investing heavily in coal-based production in India. French trade unionists want "Metal without Mittal!" www.barrons.com/news/french-...

“The US blinked first,” said Alicia García-Herrero, chief Asia-Pacific economist at French investment bank Natixis. “It thought it could raise tariffs almost infinitely without being hurt, but that hasn’t been proven right.” www.ft.com/content/a541...

Doj: IEEPA emergency is "the cumulative effects of the persistent trade deficit on the nation's economy, and the fact that the trade deficit... has caused a state of affairs where the national defense industrial base is not adequately prepared." subscriber.politicopro.com/article/2025...

Mark Blyth and I sang a duet. It’s about how a country’s growth model shapes its state capacity to decarbonize - both the advantages and disadvantages. Enjoy! @ripejournal.bsky.social www.tandfonline.com/doi/full/10....

Probable Emoluments clause violations: governments using Trump crypto to funnel money to Trump. Prob not an emoluments violation: A govt giving an airplane to the US for govt use & then to a non-profit presidential library foundation. PS: I co-wrote 10 emoluments amicus briefs vs. Trump 2017-2019

There’s a lesson for Democrats in the career of Pepe Mujica, an extremely popular president of a moderate country despite being an unabashed leftist because he was principled in his beliefs but pragmatic in office, as well as down to earth, humble and clearly not corrupt.

This is correct. But it's not (necessarily) bucking your party by doing something bipartisan or centrist. In the 2020s, it's by being anti-establishment, an outsider, a populist. You can do it by endorsing the R position on a policy. Or you could do it by banning stock trading in Congress.

"With this delay, we call on Cleveland-Cliffs to move off dirty coal-reliant #steel making, pursue green technologies to enhance our quality of place, and prove that jobs and a thriving economy can co-exist with community health and a sustainable environment.” by @nwi-jsp.bsky.social

A lot to chew on here. Congrats to @brusselermel.bsky.social www.common-wealth.org/publications...

President and CEO @elizabethwwilkins.bsky.social joined The Realignment podcast to talk about how we can make government work better for people. She reminds us that you can’t build in the public interest if monopolies write the rules. Listen now 🎧 the-realignment.simplecast.com/episodes/550...

Shots fired on "climate realism" from @jeremywallace.bsky.social @heatmap.news: "an all-form, no-content negative sum realpolitik that does little to address the real, compelling, and deeply political questions that the climate crisis poses." heatmap.news/ideas/climat...

A successful industrial policy is clear and consistent. @toddntucker.com on @majorityreport.bsky.social underscores how unpredictable tariffs impede the goal of rebuilding manufacturing by making long-term investments riskier.

"Both its critics and defenders tend to treat the Biden presidency as a natural experiment in the effectiveness of post-neoliberal ideas. But the sources of political success & failure don’t always map neatly onto ideology." Roge Karma on anti-post-neoliberalism. www.theatlantic.com/economy/arch...

Politics in 2025: members of Congress - which has constitutional power over trade and could terminate Trump's tariff emergencies today - go instead to courts to check Trump, as amicus for libertarian litigation groups. subscriber.politicopro.com/article/2025...

Two of Europe’s most powerful trade unions have accused European Central Bank president Christine Lagarde of undermining workers’ rights at the Frankfurt institution, escalating a long-running and bitter feud over labour relations. www.ft.com/content/423a...

"Trump’s announcement has kicked off a fight with the pharmaceutical industry. The Biotechnology Innovation Organization, a US lobby group, said the president’s plan was akin to “importing socialised medicine”."