This is really worth a read if you want to get past the "China is so unfair" BS that permeates the air around why they keep kicking ass in sector after sector: bloomberg.com/graphics/2024-…

The annual meetings of the World Bank and IMF are on. The @nzpolicylab was up early and on the train to DC. Our core message: the north must support green industrial policy and invest in manufacturing and processing value-added with technology transfer in the global south. Why?

So I did this (I think) handy flow chart to help navigate the all-important question that stems from fiscal-monetary-exchange rate interactions. How Screwed Are You.

Brilliant work on the inconvenient political & environmental truths around Hungary’s battery policy “success” by Palma Polyak presented at Columbia University New Thinking in Industrial Policy conference.

A Trumpist repeal of the climate portions of IRA, BIL, CHIPS would harm the US. Think of it as the opposite of global reaction after IRA passed. It creates tens of billions of dollars in opportunities for other countries. NEW: Net Zero Industrial Policy Lab Bentley Allan netzeropolicylab.com/trump-retreat

A thoughtful short essay from Paul Tucker on Technology, Authoritarianism and the American Aristocracy. Worth a read: engelsbergideas.com/essays/the-fra…

My postmortem on the Ampel🚦goverment — toppled by the debt brake, the German economy’s suicide pact Have a read👇 tinyurl.com/mr4b7n9h Review of Democracy

For those of you who care about such things, this just came out: academic.oup.com/ser/advance-ar… Had fun writing it with someone you can no longer tag here as they left for where the skies are apparently more blue :-)

Coming out on May 6, 2025! Mark Blyth W. W. Norton & Company #inflation

An excellent post. Globalization is being abandoned by the West because it is working too well for most of Asia, and especially China. At least, J D Vance's points are clearly made.

I read an early version and loved it. Getting my copy now while the dollar still has value ;)

For those of an academic persuasion, or those who still give a shit about decarbonization, or both, here's two papers just published with Leah Downey and Dan Driscoll. These links should take you to the actual papers. Bangers. url6649.tandfonline.com/ls/click?upn=u… and tandfonline.com/eprint/9FMDXHG…

"While many agree that the ‘Big Green State’ is the most effective actor to decarbonise, and might be right, what if a state, despite being big in terms of size and green in terms of ambition, is not very good at decarbonising?" -- Mark Blyth Daniel Driscoll tandfonline.com/eprint/9FMDXHG…

The Senate will now decide the fate of US clean energy tax credits. We've put together fact sheets on how key US states, like Georgia, benefit economically from clean energy. Carnegie Endowment

BREAKING: MIT just completed the first brain scan study of ChatGPT users & the results are terrifying. Turns out, AI isn't making us more productive. It's making us cognitively bankrupt. Here's what 4 months of data revealed: (hint: we've been measuring productivity all wrong)

Mark Blyth & Daniel Driscoll conclude that the US is intentionally undercutting the global demand for green technologies. project-syndicate.org/commentary/tru…

Check out a new piece by Mark Blyth and me: 'Trump’s Global War on Decarbonization'. The Strategy? BLOCK Chinese green tech, PUSH US fossil fuels. Project Syndicate prosyn.org/RE8I5Ix

As Dan said, more on carbon dominance as strategy...