Nils Kupzok
@nilskupzok.bsky.social
Political Scientist @ Columbia University. Climate, Energy, and Industrial Policy. https://www.nilskupzok.com
Pinned
Nils Kupzok
@nilskupzok.bsky.social
· Jul 31
Climate Policy Is Still Good for Business
The green transition will survive cuts to U.S. subsidies.
www.foreignaffairs.com
Is the climate strategy behind the IRA dead after the GOP's massive cuts to its clean energy subsidies?
In my new piece for @foreignaffairs.com, I argue: No!
www.foreignaffairs.com/united-state...
In my new piece for @foreignaffairs.com, I argue: No!
www.foreignaffairs.com/united-state...
Reposted by Nils Kupzok
And now..in our regular discussion of how climate change is really geopolitics...I give you @triofrancos.bsky.social and her fabby new book: player.captivate.fm/episode/16cc...
In other words - The new Rhodes Center Podcast is up...
In other words - The new Rhodes Center Podcast is up...
The extraction industry powering the green transition
Quickly and easily listen to The Rhodes Center Podcast with Mark Blyth for free!
player.captivate.fm
November 25, 2025 at 1:23 AM
And now..in our regular discussion of how climate change is really geopolitics...I give you @triofrancos.bsky.social and her fabby new book: player.captivate.fm/episode/16cc...
In other words - The new Rhodes Center Podcast is up...
In other words - The new Rhodes Center Podcast is up...
Reposted by Nils Kupzok
Bill Gates, Tony Blair, CFR are rethinking climate change in the Trump era: more "realistically." Can we dismiss this trend or do we need to understand what it means global climate politics? 🧵
@fgenovese.bsky.social and I write for @iojournal.bsky.social
#IOFoGG
www.cambridge.org/core/journal...
@fgenovese.bsky.social and I write for @iojournal.bsky.social
#IOFoGG
www.cambridge.org/core/journal...
Global Climate Politics after the Return of President Trump | International Organization | Cambridge Core
Global Climate Politics after the Return of President Trump - Volume 79 Issue S1
www.cambridge.org
November 20, 2025 at 1:21 PM
Bill Gates, Tony Blair, CFR are rethinking climate change in the Trump era: more "realistically." Can we dismiss this trend or do we need to understand what it means global climate politics? 🧵
@fgenovese.bsky.social and I write for @iojournal.bsky.social
#IOFoGG
www.cambridge.org/core/journal...
@fgenovese.bsky.social and I write for @iojournal.bsky.social
#IOFoGG
www.cambridge.org/core/journal...
Reposted by Nils Kupzok
I'm on @heatmap.news Shift Key this morning to talk all about "Bubble or Nothing" and the fragility of the data center investment boom!
heatmap.news/podcast/shif...
heatmap.news/podcast/shif...
How Clean Energy Could Prepare for an AI Bubble
Rob and Jesse talk data center finance with the Center for Public Enterprise’s Advait Arun.
heatmap.news
November 19, 2025 at 1:16 PM
I'm on @heatmap.news Shift Key this morning to talk all about "Bubble or Nothing" and the fragility of the data center investment boom!
heatmap.news/podcast/shif...
heatmap.news/podcast/shif...
Reposted by Nils Kupzok
Clean Energy accounted for all electricity growth this year. Gas/Coal were basically a wash and will be for years to come for electricity generation.
We need to ramp up batteries because they are 90% cheaper than distribution grid upgrades which is the main reason we have rate increases.
We need to ramp up batteries because they are 90% cheaper than distribution grid upgrades which is the main reason we have rate increases.
November 14, 2025 at 4:06 AM
Clean Energy accounted for all electricity growth this year. Gas/Coal were basically a wash and will be for years to come for electricity generation.
We need to ramp up batteries because they are 90% cheaper than distribution grid upgrades which is the main reason we have rate increases.
We need to ramp up batteries because they are 90% cheaper than distribution grid upgrades which is the main reason we have rate increases.
Reposted by Nils Kupzok
Im Papier des Koalitionsausschusses steht, dass die EE-Ausbauziele "unverändert ambitioniert" bleiben sollen.
Wenn das heißen soll, dass sie unverändert bleiben, wäre das eine gute Nachricht - denn im 10-Punkte-Plan von Katherina Reiche klang es noch so, als ob sie abgesenkt werden sollen.
Wenn das heißen soll, dass sie unverändert bleiben, wäre das eine gute Nachricht - denn im 10-Punkte-Plan von Katherina Reiche klang es noch so, als ob sie abgesenkt werden sollen.
November 13, 2025 at 9:19 PM
Im Papier des Koalitionsausschusses steht, dass die EE-Ausbauziele "unverändert ambitioniert" bleiben sollen.
Wenn das heißen soll, dass sie unverändert bleiben, wäre das eine gute Nachricht - denn im 10-Punkte-Plan von Katherina Reiche klang es noch so, als ob sie abgesenkt werden sollen.
Wenn das heißen soll, dass sie unverändert bleiben, wäre das eine gute Nachricht - denn im 10-Punkte-Plan von Katherina Reiche klang es noch so, als ob sie abgesenkt werden sollen.
Reposted by Nils Kupzok
Good thread from Dave about the new IEA "Current Policies Scenario" making a lot of the headlines.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
November 12, 2025 at 3:05 PM
Good thread from Dave about the new IEA "Current Policies Scenario" making a lot of the headlines.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
Here is a very quick mock-up I made of what this scenario assumes for solar PV additions through to 2035, with historical context.
I'll let you decide whether this seems likely.
Reposted by Nils Kupzok
Pleased to have my research featured in @nytimes.com reporting on China's role in a global green transition
www.nytimes.com/2025/11/10/c...
www.nytimes.com/2025/11/10/c...
A Flood of Green Tech From China Is Upending Global Climate Politics
www.nytimes.com
November 11, 2025 at 1:58 PM
Pleased to have my research featured in @nytimes.com reporting on China's role in a global green transition
www.nytimes.com/2025/11/10/c...
www.nytimes.com/2025/11/10/c...
Reposted by Nils Kupzok
Despite Trump, green investors are seeing "glory days", say analysts at Jeffries.
🎁🔗 www.bloomberg.com/news/article...
🎁🔗 www.bloomberg.com/news/article...
November 3, 2025 at 12:02 AM
Despite Trump, green investors are seeing "glory days", say analysts at Jeffries.
🎁🔗 www.bloomberg.com/news/article...
🎁🔗 www.bloomberg.com/news/article...
Reposted by Nils Kupzok
For a long time, Congress linked farm subsidies and food stamps when it passed a multi-year farm bill. That coalition is now effectively dead, but it is still worth noting which counties depend on farm subsidies, SNAP, or both.
October 27, 2025 at 7:34 PM
For a long time, Congress linked farm subsidies and food stamps when it passed a multi-year farm bill. That coalition is now effectively dead, but it is still worth noting which counties depend on farm subsidies, SNAP, or both.
Reposted by Nils Kupzok
Industrial policy is back — and it's changing fast. What started as "green" strategy is now a global race for clean tech competitiveness and economic security. But do we actually know what works? That's what we're asking at the New Energy Industrial Strategy (NEIS) Center. /1
October 24, 2025 at 5:09 PM
Industrial policy is back — and it's changing fast. What started as "green" strategy is now a global race for clean tech competitiveness and economic security. But do we actually know what works? That's what we're asking at the New Energy Industrial Strategy (NEIS) Center. /1
Reposted by Nils Kupzok
❇️ Check out our new OA article in the BJPS!
You'll find everything you love (hate?) like public perceptions of climate policy risk, IO backlash, devolution concerns, and trust politics in the UK.
Tldr: climate blacklash should be read through regional lenses.
Past thread: bsky.app/profile/fgen...
You'll find everything you love (hate?) like public perceptions of climate policy risk, IO backlash, devolution concerns, and trust politics in the UK.
Tldr: climate blacklash should be read through regional lenses.
Past thread: bsky.app/profile/fgen...
NEW -
Climate Policy Costs, Regional Politics, and Backlash against International Co-operation - https://cup.org/47BYSeS
- @patrickbayer.bsky.social & @fgenovese.bsky.social
#OpenAccess
Climate Policy Costs, Regional Politics, and Backlash against International Co-operation - https://cup.org/47BYSeS
- @patrickbayer.bsky.social & @fgenovese.bsky.social
#OpenAccess
October 23, 2025 at 1:23 PM
❇️ Check out our new OA article in the BJPS!
You'll find everything you love (hate?) like public perceptions of climate policy risk, IO backlash, devolution concerns, and trust politics in the UK.
Tldr: climate blacklash should be read through regional lenses.
Past thread: bsky.app/profile/fgen...
You'll find everything you love (hate?) like public perceptions of climate policy risk, IO backlash, devolution concerns, and trust politics in the UK.
Tldr: climate blacklash should be read through regional lenses.
Past thread: bsky.app/profile/fgen...
Reposted by Nils Kupzok
The Columbia New Thinking in Industrial Policy Conference is coming up Nov. 6-7. We have a great program lined up: cdep.sipa.columbia.edu/sites/cdep.s... Conference page: cdep.sipa.columbia.edu/content/new-... Registration: docs.google.com/forms/d/18HK... Please register by Oct. 30.
Submission deadline for the Columbia New Thinking in Industrial Policy Conference is this Friday, Sept. 12, 11:59pm ET. Congressman Ro Khanna (@khanna.house.gov) will be the keynote speaker. Send us your papers!
Call for papers! 3rd New Thinking in Industrial Policy Conference at Columbia, Nov. 6-7, 2025. Submit here by Sept. 12: docs.google.com/forms/d/e/1F.... Conf page: cdep.sipa.columbia.edu/content/new-.... Hosts:
@ipdcolumbia.bsky.social, @cdepcolumbia.bsky.social, @columbiaigp.bsky.social, CPE.
@ipdcolumbia.bsky.social, @cdepcolumbia.bsky.social, @columbiaigp.bsky.social, CPE.
October 22, 2025 at 3:31 PM
The Columbia New Thinking in Industrial Policy Conference is coming up Nov. 6-7. We have a great program lined up: cdep.sipa.columbia.edu/sites/cdep.s... Conference page: cdep.sipa.columbia.edu/content/new-... Registration: docs.google.com/forms/d/18HK... Please register by Oct. 30.
Reposted by Nils Kupzok
BIG launch this week--the book is available, free, online at our @cssn.org website:
cssn.org/news-researc...
cssn.org/news-researc...
October 16, 2025 at 11:36 AM
BIG launch this week--the book is available, free, online at our @cssn.org website:
cssn.org/news-researc...
cssn.org/news-researc...
Reposted by Nils Kupzok
New open-access book out on energy transitions in the Global South!
We are proud of its author, CSL affiliate and former postdoc
@kathrynchelminski.bsky.social
climate.watson.brown.edu/news/2025-10...
We are proud of its author, CSL affiliate and former postdoc
@kathrynchelminski.bsky.social
climate.watson.brown.edu/news/2025-10...
climate.watson.brown.edu
October 16, 2025 at 2:01 PM
New open-access book out on energy transitions in the Global South!
We are proud of its author, CSL affiliate and former postdoc
@kathrynchelminski.bsky.social
climate.watson.brown.edu/news/2025-10...
We are proud of its author, CSL affiliate and former postdoc
@kathrynchelminski.bsky.social
climate.watson.brown.edu/news/2025-10...
Reposted by Nils Kupzok
If Germany doesn’t put in place a pro-competitive industrial policy for cars, centred on market building, the country may well end up down the line giving messy bailouts, regulatory rollbacks in response to mounting political and union pressure - only for the sector to wither anyway.
German auto summit tomorrow.
The sole focus on the EU combustion engine phase-out, which is 10 years away, is baffling because German cars have a demand problem today
Berlin worries a new EV subsidy scheme would be fiscally too expensive.
But demand-side support is a fiscal no-brainer here.
1/
The sole focus on the EU combustion engine phase-out, which is 10 years away, is baffling because German cars have a demand problem today
Berlin worries a new EV subsidy scheme would be fiscally too expensive.
But demand-side support is a fiscal no-brainer here.
1/
October 8, 2025 at 6:30 PM
If Germany doesn’t put in place a pro-competitive industrial policy for cars, centred on market building, the country may well end up down the line giving messy bailouts, regulatory rollbacks in response to mounting political and union pressure - only for the sector to wither anyway.
Reposted by Nils Kupzok
🚨New publication out in @reggovjournal.bsky.social
@danielk24.bsky.social & I show that the support for green subsidies by unions & business interest groups in the 🇺🇸 & in 🇩🇪 goes hand in hand with the support for eco-social policies.
Open access here: doi.org/10.1111/rego...
A summary below 👇
@danielk24.bsky.social & I show that the support for green subsidies by unions & business interest groups in the 🇺🇸 & in 🇩🇪 goes hand in hand with the support for eco-social policies.
Open access here: doi.org/10.1111/rego...
A summary below 👇
October 7, 2025 at 8:49 AM
🚨New publication out in @reggovjournal.bsky.social
@danielk24.bsky.social & I show that the support for green subsidies by unions & business interest groups in the 🇺🇸 & in 🇩🇪 goes hand in hand with the support for eco-social policies.
Open access here: doi.org/10.1111/rego...
A summary below 👇
@danielk24.bsky.social & I show that the support for green subsidies by unions & business interest groups in the 🇺🇸 & in 🇩🇪 goes hand in hand with the support for eco-social policies.
Open access here: doi.org/10.1111/rego...
A summary below 👇
Reposted by Nils Kupzok
Short version: using two county-level difference-in-difference strategies, we show that the Act had significant employment effects that began with a Senate precursor bill (USICA) and anticipated the actual CHIPS awards. Check it out. Final version will be posted soon.
September 28, 2025 at 5:08 PM
Short version: using two county-level difference-in-difference strategies, we show that the Act had significant employment effects that began with a Senate precursor bill (USICA) and anticipated the actual CHIPS awards. Check it out. Final version will be posted soon.
Reposted by Nils Kupzok
It was a real pleasure to present at the @brookings.edu BPEA conference on Thursday, a new paper on the employment effects of the CHIPS Act in the US, with @josephestiglitz.bsky.social and @bilgeerten.bsky.social. Video, slides, and preliminary draft are here: www.brookings.edu/events/bpea-...
BPEA Fall 2025 Conference | Brookings
www.brookings.edu
September 28, 2025 at 5:08 PM
It was a real pleasure to present at the @brookings.edu BPEA conference on Thursday, a new paper on the employment effects of the CHIPS Act in the US, with @josephestiglitz.bsky.social and @bilgeerten.bsky.social. Video, slides, and preliminary draft are here: www.brookings.edu/events/bpea-...
Reposted by Nils Kupzok
Today is publication day!
EXTRACTION: The Frontiers of Green Capitalism is officially out with @wwnorton.com - find it at a bookstore near you or order online💚📚 wwnorton.com/books/978132...
EXTRACTION: The Frontiers of Green Capitalism is officially out with @wwnorton.com - find it at a bookstore near you or order online💚📚 wwnorton.com/books/978132...
September 23, 2025 at 12:17 PM
Today is publication day!
EXTRACTION: The Frontiers of Green Capitalism is officially out with @wwnorton.com - find it at a bookstore near you or order online💚📚 wwnorton.com/books/978132...
EXTRACTION: The Frontiers of Green Capitalism is officially out with @wwnorton.com - find it at a bookstore near you or order online💚📚 wwnorton.com/books/978132...
Reposted by Nils Kupzok
Renewables are winning — because they are cheaper and better.
Trump has little to no effect so far.
www.theguardian.com/environment/...
Trump has little to no effect so far.
www.theguardian.com/environment/...
Global investment in renewable energy up 10% on 2024 despite Trump rollback
Growth rate slightly lower than previous first-half years but sector still strong and resilient, experts say
www.theguardian.com
September 26, 2025 at 4:20 PM
Renewables are winning — because they are cheaper and better.
Trump has little to no effect so far.
www.theguardian.com/environment/...
Trump has little to no effect so far.
www.theguardian.com/environment/...
Reposted by Nils Kupzok
🌍 New in @nature.com: The geoeconomic turn in decarbonization, with data from Simon Evenett et al. and @industrialpolicy.bsky.social @ucberkeleyofficial.bsky.social @natureatcal.bsky.social www.nature.com/articles/s41... 🧵
September 25, 2025 at 5:03 PM
🌍 New in @nature.com: The geoeconomic turn in decarbonization, with data from Simon Evenett et al. and @industrialpolicy.bsky.social @ucberkeleyofficial.bsky.social @natureatcal.bsky.social www.nature.com/articles/s41... 🧵
Reposted by Nils Kupzok
Always hard to calibrate the "OMG, climate risks much larger than thought" with "decarbonization is unstoppable"
Here's our attempt to say it all in one slide: business.columbia.edu/insights/cli... @columbiabusiness.bsky.social
Here's our attempt to say it all in one slide: business.columbia.edu/insights/cli... @columbiabusiness.bsky.social
September 12, 2025 at 10:45 PM
Always hard to calibrate the "OMG, climate risks much larger than thought" with "decarbonization is unstoppable"
Here's our attempt to say it all in one slide: business.columbia.edu/insights/cli... @columbiabusiness.bsky.social
Here's our attempt to say it all in one slide: business.columbia.edu/insights/cli... @columbiabusiness.bsky.social
Reposted by Nils Kupzok
Thrilled that my first article is out in @jeppjournal.bsky.social ☺️
It looks at why renewable energy buildout in Europe has been *so* unsteady - tracing the evolution of/conflict over the regime for RE derisking over the last two+ decades...
It's open access! 👉 doi.org/10.1080/1350...
Short 🧵 ...
It looks at why renewable energy buildout in Europe has been *so* unsteady - tracing the evolution of/conflict over the regime for RE derisking over the last two+ decades...
It's open access! 👉 doi.org/10.1080/1350...
Short 🧵 ...
September 10, 2025 at 9:58 AM
Thrilled that my first article is out in @jeppjournal.bsky.social ☺️
It looks at why renewable energy buildout in Europe has been *so* unsteady - tracing the evolution of/conflict over the regime for RE derisking over the last two+ decades...
It's open access! 👉 doi.org/10.1080/1350...
Short 🧵 ...
It looks at why renewable energy buildout in Europe has been *so* unsteady - tracing the evolution of/conflict over the regime for RE derisking over the last two+ decades...
It's open access! 👉 doi.org/10.1080/1350...
Short 🧵 ...
Reposted by Nils Kupzok
New Paper out in Development & Change (open access): "Opportunities for Latecomer Technological Catch-up in the Era of Renewables Capitalism" with @lindsaywhitfield.bsky.social
onlinelibrary.wiley.com/doi/10.1111/...
@devandchg.bsky.social
onlinelibrary.wiley.com/doi/10.1111/...
@devandchg.bsky.social
September 10, 2025 at 11:40 AM
New Paper out in Development & Change (open access): "Opportunities for Latecomer Technological Catch-up in the Era of Renewables Capitalism" with @lindsaywhitfield.bsky.social
onlinelibrary.wiley.com/doi/10.1111/...
@devandchg.bsky.social
onlinelibrary.wiley.com/doi/10.1111/...
@devandchg.bsky.social
Reposted by Nils Kupzok
Submission deadline for the Columbia New Thinking in Industrial Policy Conference is this Friday, Sept. 12, 11:59pm ET. Congressman Ro Khanna (@khanna.house.gov) will be the keynote speaker. Send us your papers!
Call for papers! 3rd New Thinking in Industrial Policy Conference at Columbia, Nov. 6-7, 2025. Submit here by Sept. 12: docs.google.com/forms/d/e/1F.... Conf page: cdep.sipa.columbia.edu/content/new-.... Hosts:
@ipdcolumbia.bsky.social, @cdepcolumbia.bsky.social, @columbiaigp.bsky.social, CPE.
@ipdcolumbia.bsky.social, @cdepcolumbia.bsky.social, @columbiaigp.bsky.social, CPE.
September 10, 2025 at 1:51 PM
Submission deadline for the Columbia New Thinking in Industrial Policy Conference is this Friday, Sept. 12, 11:59pm ET. Congressman Ro Khanna (@khanna.house.gov) will be the keynote speaker. Send us your papers!