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Jessica Green @greenprofgreen.bsky.social · 3d

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.

Existential Politics

A new way to tackle the real politics of climate change through asset revaluation

press.princeton.edu

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Bentley Allan @bentleyallan.bsky.social · 3d

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...

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Dave Vetter @davidrvetter.bsky.social · 28d

This is century-defining stuff.

Jonas Nahm @jonasnahm.com · 29d

1/ New report from @bentleyallan.bsky.social's Net Zero Policy Lab: As the US withdraws from green tech industries and pressures allies to follow suit, China is stepping in to power the developing world's energy transition. The scale is staggering.

www.netzeropolicylab.com/china-green-...

China Green Leap Outward — Net Zero Industrial Policy Lab

A new China Low Carbon Technology FDI Database

www.netzeropolicylab.com

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Richard Bärnthaler @rbaernthaler.bsky.social · 4d

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

China’s Green Leap Outward: The rapid scale- up of Chinese clean-tech manufacturing FDI

YouTube video by Net Zero Industrial Policy Lab

youtu.be

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Bentley Allan @bentleyallan.bsky.social · 13d

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

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Bentley Allan @bentleyallan.bsky.social · 18d

The goods:

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Bentley Allan @bentleyallan.bsky.social · 18d

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-...

Chartbook 409 Beyond the "Marshall Plan": China's solar boom as world-changing industrial policy.

In the first six months of 2025 China installed more than 250GW of solar power capacity.

adamtooze.substack.com

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Nils Gilman @nilsgilman.bsky.social · 20d

“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...

The New Geopolitics Of The Green Transition | NOEMA

The only path forward for tackling the climate crisis hinges on cooperative industrial strategies to coordinate clean energy investment and infrastructure development.

www.noemamag.com

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Bentley Allan @bentleyallan.bsky.social · 27d

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

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Albert Pinto @70sbachchan.bsky.social · 27d

"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...

The New Geopolitics Of The Green Transition | NOEMA

The only path forward for tackling the climate crisis hinges on cooperative industrial strategies to coordinate clean energy investment and infrastructure development.

www.noemamag.com

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Bentley Allan @bentleyallan.bsky.social · 27d

Thanks Jonas. For folks interested in a deep dive, we are hosting a webinar on this Thursday the 18th at 9am ET. Register here: tinyurl.com/ChinaGreenFDI

Welcome! You are invited to join a webinar: China’s Green Leap Outward: The rapid scale- up of overseas Chinese clean-tech manufacturing investments. After registering, you will receive a confirmation email about joining the webinar.

The Net Zero Industrial Policy Lab at Johns Hopkins University invites you to a webinar presentation of our groundbreaking new analysis of China’s foreign direct investment in overseas clean-tech manufacturing. The China low carbon technologies FDI database is a preliminary part of the broader Global Low Carbon Technology FDI database, hosted by NZIPL and GDP Center at Boston University. A rapid acceleration in overseas investment by Chinese green technology firms is reshaping the global clean-tech landscape. Since 2022 alone, overseas Chinese investments have surged past USD 220 billion, spanning sectors such as batteries, solar, wind, new energy vehicles (NEVs), and green hydrogen. These investments now reach 54 countries across every major region. During this webinar, our team will break down the sectors and countries where this investment is targeted, the database we developed to track FDI, and the policy implications of our data. https://www.netzeropolicylab.com/china-green-leap

tinyurl.com

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Bentley Allan @bentleyallan.bsky.social · 27d

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

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Bentley Allan @bentleyallan.bsky.social · 29d

Jonas’ takeaway from our work on Chinese outbound FDI 🎯

Jonas Nahm @jonasnahm.com · 29d

11/11 At the moment when climate action is most urgent and clean energy is becoming the cheapest power source globally, the US is walking away from the ambition to lead (or participate) in that transition. China is ready to fill that vacuum.

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miguelitopinto.bsky.social @miguelitopinto.bsky.social · 29d

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.

Bentley Allan @bentleyallan.bsky.social · Sep 10

‼️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:

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Josh Busby @busbyj2.bsky.social · Sep 10

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...

The New Geopolitics Of The Green Transition | NOEMA

The only path forward for tackling the climate crisis hinges on cooperative industrial strategies to coordinate clean energy investment and infrastructure development.

www.noemamag.com

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Bentley Allan @bentleyallan.bsky.social · 29d

Sure but it gives you a sense of the scale here—which is massive.

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Nils Gilman @nilsgilman.bsky.social · Sep 10

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...

The New Geopolitics Of The Green Transition | NOEMA

The only path forward for tackling the climate crisis hinges on cooperative industrial strategies to coordinate clean energy investment and infrastructure development.

www.noemamag.com

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Bentley Allan @bentleyallan.bsky.social · Sep 10

And here is our report: www.netzeropolicylab.com/china-green-...

China Green Leap Outward — Net Zero Industrial Policy Lab

A new China Low Carbon Technology FDI Database

www.netzeropolicylab.com

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Bentley Allan @bentleyallan.bsky.social · Sep 10

www.bloomberg.com/news/article...

China’s Green Tech Firms Pour Billions Into Overseas Factories

China’s world-leading solar, battery and electric vehicle companies have sharply increased foreign investment plans in recent years, pledging more than $210 billion since 2022, according to new resear...

www.bloomberg.com

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Bentley Allan @bentleyallan.bsky.social · Sep 10

www.bloomberg.com/opinion/arti...

China’s Marshall Plan Is Running on Batteries

Beijing’s green energy projects are bringing jobs, growth and cheap electricity to the developing world.

www.bloomberg.com

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Bentley Allan @bentleyallan.bsky.social · Sep 10

‼️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:

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Bentley Allan @bentleyallan.bsky.social · Sep 9

Another good explanation, heard on Bloomberg radio, is that it’s just the biggest construction project in the southwest, which is to the credit of the clean energy industry.

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Bentley Allan @bentleyallan.bsky.social · Sep 9

🌍 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 New Geopolitics Of The Green Transition | NOEMA

The only path forward for tackling the climate crisis hinges on cooperative industrial strategies to coordinate clean energy investment and infrastructure development.

www.noemamag.com

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Bentley Allan @bentleyallan.bsky.social · Sep 2

But they are taking their damn time aren’t they

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Jonathan Koomey @jgkoomey.bsky.social · Aug 30

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!

David Sacerdote @davidsacerdote.bsky.social · Aug 29

A local columnist seriously misunderstands why climate legislation fails in the California legislature — it's not that we have weak evidence or bad arguments — it's that the oil companies are major campaign funders decade after decade, which buys them real power.

www.mercurynews.com/2025/08/29/e...

Elias: California must do better to make Big Oil pay for climate change

State Sen. Scott Wiener, D-San Francisco, and environmentalists couldn’t pass a bill due to lack of hard data on its impact, which next year’s effort will need.

www.mercurynews.com

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