I am delighted to announce the launch of my new lab
@nzpolicylab
at Johns Hopkins University. The net zero industrial policy lab will work at the intersection of modern industrial policy and clean energy supply chains.
My favorite movies of the decade:
1. I can't
2. Remember the
3. Names of any
4. Good movies
5. Because I have
6. Two kids
7. Under the age of 5
8. And I was trying to
9. Get tenure
10. Frozen
Tenured and Promoted!
I'm taking this moment to express my gratitude to the many mentors, co-authors, editors, reviewers, discussants, letter writers, and friends who made this possible. Cheers!
As you can tell from the tweet, I don't even know why I would have a SoundCloud.
But, if you are interested in how scientific ideas have shaped international politics over the last 500 years, please check out my book:
Excited to share my latest article, co-authored with
@jonasnahm
, out now in the APSR:
Strategies of green industrial policy: How states position firms in global supply chains.
My latest publication is out in Nature Climate Change. In this paper,
@jonasmeckling
and I show how economic ideas about climate policy have changed over the last 30 years.
Here is an ungated link to the read-only version:
Excited to share that my book Scientific Cosmology and International Orders has been awarded the Don K Price prize for the best book in science, technology, and environmental politics by
@STEP_APSA
.
With thanks to the committee and everyone who helped with the project.
We have a new special issue out
@GEP
on The Rise of Green Industrial Policy.
Taken together, these articles explore the dynamics of climate and environmental politics in an era marked by competition for global primacy in green technology.
An intro 🧵
We have a piece out
@ForeignAffairs
this morning. The argument:
1. 80% of IRA-funded battery production will be in Republican states.
2. This will create bipartisan consensus for scaling transition minerals supply chains.
3. The US needs foreign policy tools to make this happen.
Cambridge is proud to announce that ‘Scientific Cosmology and International Orders’ by
@bentleyballan
is the winner of the 2019
#APSA
Don K Price Award!
#Politics
Ok IR Twitter, I need your help -- what have you read from outside IR that you think IR scholars need to incorporate into their work?
The piece can be any genre at all. I am working on a grad syllabus that pairs classic work in IR with challenging material from other fields.
I submitted my book proposal to Cambridge in June 2015... Three years later, I am proud to say the book is out! Thank you to everyone who helped along the way.
This is great. but as Jonas and I will hopefully be arguing in print soon, it is difficult to classify industrial policies at the national level or even at the level of the instrument itself. You have to look at the sector-level.
A thread
What is the plan to make American vehicle manufacturing competitive? The IRA and tariffs are not a complete industrial strategy. The US also needs to mobilize its scientific and technological infrastructure to revolutionize automation, advanced materials, and digital integration.
I am extremely excited to announce an event
@jonasnahm
and I have been planning:
The Green New Deal Dialogue: The Politics and Implementation of U.S. Climate Policy
If you’re in DC please join us. RSVP here:
My latest article has just been published in
@RIPEJournal
. It is called "Paradigm and nexus: neoclassical economics and the growth imperative in the World Bank, 1948-2000."
For those of us who have been following climate politics for a long time there is no room for doom and gloom because we lived through a long long period in which nothing was happening. And now climate is the stuff of geopolitics. That is a huge win.
Ford did the same thing in Korea! In industrial policy, we call this technology transfer. It is the core of all successful upgrading. It’s why Korea did well in the sectors most open to foreign investment and trade. But you have to have a coherent strategy for facilitating it.
When Tesla entered China, it helped Chinese firm LK Group develop the world’s largest casting machines to make Tesla parts. Later, LK sold similar casting machines to 6 Chinese firms, likely automakers.
This is what I mean by using foreign firms to turbocharge your own industry.
This was always the most likely outcome.
A) the IRA is certainly a violation of the WTO
B) the EU challenged the UK win strategy's local content requirements in March
C) European political economy demands defending manufacturing exports
But I still don't get it. 1/7
EU is challenging the Inflation Reduction Act. And they are doing it during COP27. Delicate timing and it is a very direct document. A quick thread. HT
@toddntucker
(1/6)
The paperback of my first book is finally shipping -- get 'em while they are as hot as an-academic-book-that-took-ten-years-to-write-and-came-out-a-year-ago-but-is-FINALLY-affordable can be.
What is decarbonization? We tend to think of it as a set of big changes to transportation and energy infrastructure. So far so good. But, from a policy making perspective, this isn’t that useful. So, I’ve been thinking about decarbonization as a process of creative learning. 1/n
If all of you hadn't waited until the last minute to submit your ISA panels, then the website wouldn't be so slow and it would be much easier for me to submit my panel last minute.
We are still in need of a major shift in climate policy from thinking about reducing emissions to transforming economies.
This is what the turn to industrial policy is really about in climate politics: helping countries build green coalitions will lead to deep decarbonization.
I have spent the last 16 months working to build the foundations of a Canadian green industrial strategy.
I'm delighted to share the results--a new report from
@SP_Inst
,
@PICSCanada
and
@CanAccelerator
to learn more!
Me, and apparently all my colleagues, earlier this semester:
Hmm this semester seems busy I'll just schedule this important thing for December, which is very far away
*looking at our calendars this morning*:
what have we done
@kyleichan
@rohlamba
The problem with that argument is that you cannot skip ahead to services because you learn how to provide services by having a good manufacturing sector. Manufacturers need complex engineering, financial, and IT services and that teaches local providers how to do it.
Happy to see my op-ed published in my "hometown" paper.
My only regret is that it was published when my Dad--who would hate the argument--was on vacation, thereby ruining the surprise!
My latest
@CarnegieEndow
with
@noah_gordon_
and Jonas Goldman:
An analysis of US finance for clean energy supply chains--what we call "foreign industrial policy."
Short thread on the arguments ⬇️ and a link at the end.
Brazilian deindustrialization in the wake of the China shock in Latin America. In Brazil, China returned the favor with massive demand for Brazilian agribusiness.
The modern global economy working as it should, or a strange version of neoimperial extraction?
My idea of using this award to get an early paperback release worked! You can now pre-order my book for $33 and the Kindle version is only $16. No official release date yet, but should ship this month or next.
Excited to share that my book Scientific Cosmology and International Orders has been awarded the Don K Price prize for the best book in science, technology, and environmental politics by
@STEP_APSA
.
With thanks to the committee and everyone who helped with the project.
Raising a world leader:
5 year old: Dad. Get me some water.
Me: Would you like to try that again?
5yo: Father, may I please have some more water ... just as I commanded?
We
@JohnsHopkins
are excited to welcome
@adam_tooze
to Baltimore to deliver the 2019 Green New Deal Dialogue Keynote Address on Monday.
Tooze's public lecture will place the prospects of the Global Green New Deal in historical perspective.
If you're in the area, please join us.
It's firstview day--always a good day.
My latest paper "Creative Learning and Policy Ideas: The Global Rise of Green Growth" with
@jonasmeckling
is out in Perspectives on Politics.
Link is here:
Thread by my co-author is here 👇
Green stimulus, green industrial policy, green innovation… Why are policymakers adopting green growth ideas? New article with
@bentleyallan
forthcoming in
@PoPpublicsphere
We are pleased to welcome Bentley Allan to our team as our Resident Fellow for Green Industrial Policy.
@bentleyballan
is an award-winning scholar who has written on climate policy, the political economy of decarbonization, and more.
One of the most interesting puzzles in Political Science right now is explaining why populism and Trumpism are *transnational.* This piece complicates the view that the financial crisis and subsequent austerity policies is driving it.
We're way past "fix." It is a question of how far above 1.5 degrees we go and, crucially, for how long.
As the effects hit harder and harder over the next 30, 40 years, it becomes a question of how our political and social institutions handle the added stress.
The EU-US steel deal is bigger than anything that will come out of COP.
This is a blueprint for global green industrial strategy and a totally new framework in which to operate.
Thank you so much to everyone for the party in my mentions. Your suggestions were excellent. I have collated them here:
I will be back with the syllabus in a few weeks!
We have a piece out
@ForeignAffairs
this morning. The argument:
1. 80% of IRA-funded battery production will be in Republican states.
2. This will create bipartisan consensus for scaling transition minerals supply chains.
3. The US needs foreign policy tools to make this happen.
Alright folks, I have an idea: “academic throwback Thursday,” aka
#academictbt
. On (occasional) Thursdays, I’ll tweet out a throwback article which I think is under appreciated, with a special emphasis on work by women and people of colour.
Changing my email signature to
This was probably dictated into my phone while chasing children and honestly who has the time let alone the wherewithal to proofread at this point.
"Goldman Sachs will target $750bn of financing, investing and advisory activity" on Sustainability.
Just to give a sense of the scale here: about $1 trillion of green bonds have been issued since 2008. About $200bn in 2019.
We partnered with industry to create a strategy, roadmap, and action plan for Canada's battery metals supply chain.
4 top lines:
🔵 We need bold targets and an industrial strategy
🔵 Homegrown capacity is key
🔵 The midstream is the linchpin
🔵 Use roadmaps to align investments
NEW REPORT!
A made-in-Canada supply chain for battery metals is coming into view.
We partnered with
@BMAC_Canada
,
@LabEnergy
and
@AccelerateZev
on a new roadmap that will help accelerate progress to meet demand for critical minerals.
Read it here:
Grateful to
@NatureClimate
and
@_Paul_Tobin_
for putting together this piece on our paper on the evolution of global climate policy ideas.
It nicely draws out some policy implications and poses some questions for future research.
Industrial policy for net-zero is first and foremost a wargame with fossil fuels. You have to use the pieces on the board. And policymakers, unconstrained by academic categories, are getting creative.
In a friendshoring scenario, the US and its partners would need 2500% more than we currently produce. This is the biggest lift of all battery metals. And China just put an export ban in place. A steep hill to climb.
A special holiday present for you all (one step above coal): our whole special issue on the politics of green industrial policy is now temporarily open access 🔓.
We have a new special issue out
@GEP
on The Rise of Green Industrial Policy.
Taken together, these articles explore the dynamics of climate and environmental politics in an era marked by competition for global primacy in green technology.
An intro 🧵
The Biden Administration’s full slate of clean energy tariffs is now out.
It looks like these tariffs are designed to create some demand certainty to backstop investment.
European tariffs are far more calibrated than the headlines suggest. Lower tariffs on BYD than Chinese-made Mercedes’ suggests a nuanced strategy at work. Seems they are really trying to create a defensible scheme that can withstand some legal scrutiny.
Excited that my piece on knowledge in IR theory is now out in
@EuroJournIR
. The kicker is that it is a great issue featuring new work by
@LalehKhalili
and
@debbielisle
that pushes our understanding of science, technology, and expertise in IR even further!
I am very pleased to be joining
@CarnegieEndow
as a non-resident fellow in the Sustainability, Climate, and Geopolitics Program.
My first collaboration with
@noah_gordon_
and team is a study of friendshoring potential.
Nick is exactly right here. Not only is there no coherent vision but we have forgotten why a new order was necessary in the first place. We need people to articulate the positive case for a new order, as well as the principles that should ground it.
The real issue with the current path of US economic statecraft is less that there are few guardrails left––other countries will simply learn to prepare for anything––than that there is no coherent and universalizable vision of world order towards which policy is working.
On this academic throwback Thursday
#academictbt
, I want to highlight Mlada Bukovansky’s book, Legitimacy and Power. It helps us grapple with a central problem of constructivist theory: how the hell do you explain change? IR inside baseball incoming...
This podcast on industrial policy for climate action is great.
And thanks for the shout-out to our report on Canada's Future in a Net-Zero World
@EdWhittingham
and
@S_HastingsSimon
🙏
The runner up for the Francesco Guicciardini Prize for Best Book in Historical IR is Bentley Allan
@bentleyballan
, who receives an Honourable Mention for Scientific Cosmology and International Orders (CUP).
I'm giving a talk next week which will connect some material from my current book project on climate to my policy work on the future of the global green economy. Registration is open to all so get in.
We are really looking forward to next Tuesday’s event with
@bentleyballan
on the history and geopolitics of
#ClimateChange
. Sign up here and join the discussion:
"the Navy isn’t endorsing the idea that its sailors have encountered alien spacecraft. But it is acknowledging there have been enough strange aerial sightings by credible and highly trained military personnel"
We are putting on an event at SAIS on March 14 -- The Green New Deal Dialogue. We have funds for a 🚨travel grant🚨 for an early career researcher. We are particularly interested in applications from URM, POC, and first-generation students. Apply here:
I would add that Canada's position in international order has been dependent on its status as a petro-state. This is unacknowledged, in favour of the narrative of Canada as a diplomatic leader. But we have to recognize and rethink the political economy of Canada's foreign policy.
In a ploy to receive all the best new books for free, I'm serving on the committee for the Don K. Price award for the best book in science, technology, and environmental politics.
We're accepting nominations until March 1. Details and contacts here:
Talk of a "Green New Deal" parochializes a climate change problem that is now radically global and multipolar. Perhaps India, China and Indonesia might be brought to agree on a "Green revolution" or a "Green Bandung"?
We cannot evaluate “American” industrial strategy in the abstract. You need to look inside the sectors to see how government-firm reactions are structured, how policies combine, how federal and state level regulations pinch, and so on.
Too many institutions and think pieces start with decarbonization and tack on economic benefits. Thinking about industrial policy--economic opportunities and transition pathways--places transformation not carbon accounting at the center.
We are putting on an event at SAIS on March 14 -- The Green New Deal Dialogue. We have funds for a 🚨travel grant🚨 for an early career researcher. We are particularly interested in applications from URM, POC, and first-generation students. Apply here:
This warning from central bankers is wild because the link between finance and fossil fuel capital is the weakest point in the global political economy of energy -- if finance abandons fossil fuel capital, then we can start talking about stranding assets.
We have big projects on wildfire, negative emissions, and more. And I’ll be continuing my work on green industrial policy and the political economy of climate policy.
We are always looking for partners, so get in touch if you’d like to collaborate or learn more about what we do.
We wrote about the industrial policy aspects of the Inflation Reduction Act--we could only scratch the surface. It is a big deal and a indicator of a major sea change in US climate policy.