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bentleyallan.bsky.social
Professor at Johns Hopkins University: climate, energy, industrial policy, geopolitics. Hats: Net Zero Industrial Policy Lab ⚡️// Carnegie Endowment 🌐 // Transition Accelerator 🇨🇦
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One of the key intellectual challenges the Democrats face is crafting a vision of trade that makes space for industrial strategy in a competitive global economy, rather than reverting to pure liberal fantasy.

submitted 9 days ago • 0 comments

Really interesting work here by @tagliapietra.bsky.social on common defense and climate priorities including clean power, fuels, and batteries. I would add strong complementarities in the manufacturing base for precision components and tools. www.bruegel.org/analysis/def...

submitted 12 days ago • 0 comments

Just filed for a visa to the UK--what is the point of sharing a KING if I have to get a visa?!? 🇨🇦

submitted 13 days ago • 0 comments

PM Modi courting Latin American countries to secure the critical minerals India needs for the energy transition. Important geopolitical work driven by huge domestic demand for copper and the burgeoning battery industry in India. on.ft.com/4jAeWkU

submitted 15 days ago • 0 comments

The latest work out of our @nzpolicylab.bsky.social. Mexico has a burgeoning manufacturing base that can play a huge role in the global economy. But, Mx's industrial policy is underfunded, must be calibrated in a smart way, and needs more human capital. www.netzeropolicylab.com/mexico-green...

submitted 15 days ago • 1 comment

The latest work out of our @nzpolicylab.bsky.social. Mexico has a burgeoning manufacturing base that can play a huge role in the global economy. But, Mx's industrial policy is underfunded, must be calibrated in a smart way, and needs more human capital. www.netzeropolicylab.com/mexico-green...

submitted 15 days ago • 1 comment

Prime Minister Carney last night: “it’s time to build an industrial strategy that makes Canada more competitive while fighting climate change” 🙌🙌🙌

submitted 16 days ago • 1 comment

Prime Minister Carney last night: “it’s time to build an industrial strategy that makes Canada more competitive while fighting climate change” 🙌🙌🙌

submitted 16 days ago • 1 comment

It didn’t have to be this way. Experts sounded the alarm on rare earths policy in 2015 and again in 2020. The thing is it would not have been expensive for governments to make big catalytic investments in the supply chain. If you want to ramp up geopolitical competition you have to build first.

submitted 17 days ago • 0 comments

The rest of the world can do a lot on climate without the United States. Plurilaterals and sectoral clubs can do vital work to drive clean tech deployment and support green industrial policy.

submitted 17 days ago • 1 comment

Global South locked out of low carbon trade—our new database in @science.org @bentleyallan.bsky.social @drodrik.bsky.social @isabelestevez.bsky.social @glenpeters.bsky.social @jennifer-clapp.bsky.social @leeharris.ft.com @katemac.bsky.social @adilnajam.bsky.social www.science.org/doi/10.1126/...

submitted 27 days ago • 0 comments

My favorite chapter of the Art of the Deal is “Definitely quit and be sure to tell the enemy in advance just in case they were about to agree.” www.washingtonpost.com/world/2025/0...

submitted 27 days ago • 0 comments

Chinese interference has been in the Canadian media, but last night Carney looked at the Conservative candidate and said “as someone with top secret clearance, I can tell you China isn’t the only country interfering” (paraphrasing)

submitted 27 days ago • 0 comments

New court filings by the government reveal a “calculated strategy” by Trump administration officials to evade transparency laws through the illegal destruction of government records re: SignalGate The CIA has archived "no messages of any substance."

submitted 30 days ago • 4 comments

Let's review. In 2022, OPEC released a demand forecast that was basically flat after 2030. Last year, in the wake of the IEA's peak oil prediction, OPEC made a big show of raising their long-term projection. Now they are revising down in line with their 2022 forecast. Can't run from reality.

submitted 30 days ago • 0 comments

More cooperation in the face of US retrenchment www.ft.com/content/a919...

submitted 35 days ago • 0 comments

This prediction from 3 years ago that crude oil consumption had already peaked is still looking pretty solid, IMO: www.bloomberg.com/opinion/arti...

submitted 36 days ago • 3 comments

Super interesting that we have China geopolitical leverage by letting hedge funds run a weird trade in treasury markets.

submitted 36 days ago • 1 comment

Leg one of the Mar-a-lago stool breaks as stocks plummet but bond yields rise (interest rates ⬆️). Not clear what is happening but most likely China is dumping Treasuries in retaliation. Turns out to maintain global reserve status other countries have to like and trust you.

submitted 37 days ago • 1 comment

A critical point missed in the tariff coverage thus far: many U.S. manufacturers that export will be *hurt* not helped because their supply chains are global. Their products will be more expensive and therefore less competitive abroad. This will work against the goal of reducing the trade deficit.

submitted 37 days ago • 0 comments

Bend it like Declan ☄️

submitted 37 days ago • 0 comments

Iowa and South Dakota leading US renewable deployment since 2007.

submitted 40 days ago • 0 comments

Canadians are so tough they built a literary tradition on it.

submitted 40 days ago • 0 comments

Live shot of me writing about this madness

submitted 41 days ago • 1 comment

Exactly this

submitted 41 days ago • 0 comments

took a spin through some BEA data and uh yup, this is crazy

submitted 43 days ago • 1 comment

JP Morgan would like you to understand something simple

submitted 46 days ago • 0 comments

Pakistan’s went from scrambling for LNG in 2022, when gas was diverted to Europe, to spurning it in 2025. This is the dynamic of the energy transition: the supposed growth markets for fossil fuels are electrifying. The brilliant Kate Mackenzie and Tim Sahay:

submitted 46 days ago • 1 comment

Canada is poised to join the EU’s military industrial cooperation agreement as both producer and buyer.

submitted 57 days ago • 2 comments

Anytime you see Switzerland in trade data the answer is gold.

submitted 59 days ago • 0 comments

If the rise of the far right is fueled by a crisis of meaning and legitimation, and not just adverse material outcomes, then the solution cannot be found at the level of policy. It can only be found in a politics of values, purpose, and history.

submitted 60 days ago • 0 comments