Timur Ergen
@trgn.bsky.social
1.8K followers 510 following 34 posts
Social Scientist @iaw https://tergen.org
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trgn.bsky.social
This looks fantastic!
Reposted by Timur Ergen
mpifg.bsky.social
Thank you to all who joined us in Cologne this week for the 2nd Max Planck Summer School for Women in Political Economy! A fantastic line-up of speakers and participants, thoughtful discussions and global perspectives. Huge thanks to organizers @palmapolyak.bsky.social and @dustinvoss.bsky.social!
Group photo of the participants Pauline Kohlhase speaking in a group setting Audience member speaking at a panel session participant speaking in group discussion
Reposted by Timur Ergen
Reposted by Timur Ergen
luukschmitz.bsky.social
The emerging cross-shareholding and concentration in the U.S. chipmaking/AI stack is a big open question in polecon. Today's announcement comes on top of Nvidia's $5bn investment in Intel. www.ft.com/content/d3ca...
Nvidia to invest up to $100bn in OpenAI
Partnership will support huge build-out of data centres for artificial intelligence
www.ft.com
Reposted by Timur Ergen
fgenovese.bsky.social
TLDR if you don't wanna read the paper thread:

A climate motivated energy transition requires a lot of money from investors. Ofc interventionist policymakers gotta provide markets with high levels of info over time. But our paper indicates that windows of opportunity can discipline investors in SR.
fgenovese.bsky.social
🚨 @patrickbayer.bsky.social, @lorenzocrippa.bsky.social and I have a paper entitled “Energy Transition, Financial Markets and EU Interventionism: Lessons from the Ukraine Crisis” cond. accepted at @psrm.bsky.social.

Text: federica-genovese.com/downloads/Ba...

Gist of the paper in this 🧵 :

1/12
"Energy Transition, Financial Markets and EU Interventionism:
Lessons from the Ukraine Crisis" by Patrick Bayer, Lorenzo Crippa and Federica Genovese

A successful energy transition requires the reallocation of private capital away from fossil fuel assets to greener alternatives. This transition is typically hindered by investors’ focus on today’s returns. In times of crisis, however, credible and unambiguous political signals about the future profitability of green industries can steer investments towards low-carbon assets. Drawing on European Union interventions during the onset of the Russian invasion of Ukraine, we present an event study of daily stock market returns following the most salient policy announcements by the European Commission in 2022. Our analysis shows that markets for shares of EU-based energy firms were initially prepared to move capital to cleaner companies, suggesting support for the clean energy transition. However, the short-lived distributional effects materialized only for announcements that could unmistakably be understood as unwavering commitments to the EU’s green renewal, while more ambiguous announcements did not have the same distributional implications. Our findings emphasize that repeated and unambiguous political signals during crisis episodes can create favorable market conditions, at least in the short-term, to support capital reallocation towards greener stocks.
Reposted by Timur Ergen
jonasnahm.com
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
Reposted by Timur Ergen
mkblyth.bsky.social
The wonderful Catherine DeVries has a substack about writing and how all sorts of things are at work to destroy it. She interviews writers about what and how they write. I'm up this week: catherineeunicedevries.substack.com/p/etched-in-...
Reposted by Timur Ergen
awhf.bsky.social
📣 As we celebrate Labor Day, reupping a call for proposals from junior scholars studying labor and work. 📣

Hosted by Columbia's Labor Lab and Cornell ILR, the workshop will pair junior scholars with senior colleagues for discussion.

Applications close 9/15. Lodging + travel stipends available!
Call for Papers: Columbia-Cornell Political Economy of Work Junior Scholars Workshop | Columbia Center for Political Economy
politicaleconomy.columbia.edu
Reposted by Timur Ergen
rainerkattel.bsky.social
Europe’s innovation agencies are stuck between rigid rules at the top and scattered experiments at the bottom. If they can’t become mission architects, we’ll fail on climate, digital sovereignty & even defence R&D.

More in my new Social Europe piece 👉 www.socialeurope.eu/europes-inno...
Europe's Innovation Agencies Need Radical Reform To Meet Today's Grand Challenges
Innovation agencies in the EU are no longer fit for purpose. A major overhaul of both the concept of innovation and of institutional structures is urgent.
www.socialeurope.eu
Reposted by Timur Ergen
clemfon.bsky.social
Since the start of von der Leyen's second mandate, EU sustainable finance norms face intense dismantling pressures. My new @JEPP article shows this started years ago when the fossil fuel industry “woke up” to the EU Taxonomy. 🧵 #EUTaxonomy #SustainableFinance👇 1/10
Reposted by Timur Ergen
jvtk.bsky.social
Omg it's out! Must-read murder mystery on the Platform for Sustainable Finance
clemfon.bsky.social
Since the start of von der Leyen's second mandate, EU sustainable finance norms face intense dismantling pressures. My new @JEPP article shows this started years ago when the fossil fuel industry “woke up” to the EU Taxonomy. 🧵 #EUTaxonomy #SustainableFinance👇 1/10
Reposted by Timur Ergen
jonasnahm.com
1/8 A federal appeals court ruled 7-4 against Trump's tariffs, but the substantial dissent signals a real fight ahead at the Supreme Court. The legal battle centers on a fundamental question: what does "regulate importation" mean?
Reposted by Timur Ergen
Reposted by Timur Ergen
christophheilig.bsky.social
6/8 I suspect this is deceptive optimization during training. GPT-5 appears to have identified blind spots in AI evaluation systems and learned to exploit them - essentially developing a "secret language" that other AIs interpret as high-quality writing. 🕵️‍♂️🔐
Reposted by Timur Ergen
Reposted by Timur Ergen
matpaterson.bsky.social
Paul Tobin, @stacydvandeveer.bsky.social and I are delighted to announce our new, open access, edited book ‘Stability and politicization in climate governance’. bit.ly/45Gb6RM. It is packed full of fantastic chapters about different aspects of climate politics. Here’s a short thread. 1/
Reposted by Timur Ergen
jonasnahm.com
5/ The "non-tariff barriers" language dispute isn't technical minutiae. It's about whether the US can use this deal as leverage to gut EU tech regulation. That's a much bigger ask than what was publicly agreed.
Reposted by Timur Ergen
jonasnahm.com
New research reveals China's transformation from technology imitator to innovation leader in clean energy. China now dominates not just manufacturing, but the fundamental research and patents that will define our energy future. 1/12

www.nytimes.com/interactive/...
Reposted by Timur Ergen
trgn.bsky.social
Fully agree — great stuff, particularly in a time of **large** infrastructure remodeling
Reposted by Timur Ergen
erikpeinert.bsky.social
My book is out today! Read my stuff! academic.oup.com/book/60584?l...

The book looks at the long-run evolution of policy around monopoly and competition in the US and France over the 20th century, using extensive archival research to track the main policy actors who changed it at key moments.
Monopoly Politics: Competition and Learning in the Evolution of Policy Regimes
Abstract. Motivated by the contemporary extremes of monopoly power in the United States and globally, this book uses an in-depth comparison of the United S
academic.oup.com
Reposted by Timur Ergen
benbraun.bsky.social
What's up with the US international investment position? Understanding the balance of payments is essential, but difficult. Playing with the data yourself helps a lot. My slides for this year's finance summer school try to make that easy, #rstats code included:
benjaminbraun.org/teaching/fin...
Title slide: 
Balance of payments crash course
Benjamin Braun
Reposted by Timur Ergen
aritassinari.bsky.social
We are delighted that our Special Issue on "The Politics of Growth, Stagnation and Upgrading in Peripheral Economies" coedited w/ @fbulfone.bsky.social & Aldo Madariaga is now out in Competition & Change @compchange.bsky.social, Vol. 29(3–4).
🔗 doi.org/10.1177/1024...