Bentley Allan
@bentleyallan.bsky.social
Professor at Johns Hopkins University: climate, energy, industrial policy, geopolitics.
Hats: Net Zero Industrial Policy Lab ⚡️// Carnegie Endowment 🌐 // Transition Accelerator 🇨🇦
Hats: Net Zero Industrial Policy Lab ⚡️// Carnegie Endowment 🌐 // Transition Accelerator 🇨🇦
While the COP is an important milestone every year, the real engine of global climate action is now industrial policy.
That’s why next Friday, as COP closes, we will launch the Clean Industrial Capabilities Explorer.
Register in-person: luma.com/cd2255t4
Sign up for the webinar: bit.ly/484IS5o
That’s why next Friday, as COP closes, we will launch the Clean Industrial Capabilities Explorer.
Register in-person: luma.com/cd2255t4
Sign up for the webinar: bit.ly/484IS5o
Clean Industrial Capabilities Explorer (CICE) Launch Event · Luma
The energy transition is creating economic and geopolitical opportunities in clean technologies, prompting countries to craft industrial policies that position…
luma.com
November 13, 2025 at 9:31 PM
While the COP is an important milestone every year, the real engine of global climate action is now industrial policy.
That’s why next Friday, as COP closes, we will launch the Clean Industrial Capabilities Explorer.
Register in-person: luma.com/cd2255t4
Sign up for the webinar: bit.ly/484IS5o
That’s why next Friday, as COP closes, we will launch the Clean Industrial Capabilities Explorer.
Register in-person: luma.com/cd2255t4
Sign up for the webinar: bit.ly/484IS5o
Proud to have the @nzpolicylab.bsky.social cited in the IEA World Energy Outlook. The new scenario is grabbing attention, but this is a key figure: China is remaking the global energy industrial base. The very countries that were supposed to sustain oil and gas growth through 2050 are on a new path.
November 13, 2025 at 3:45 PM
Proud to have the @nzpolicylab.bsky.social cited in the IEA World Energy Outlook. The new scenario is grabbing attention, but this is a key figure: China is remaking the global energy industrial base. The very countries that were supposed to sustain oil and gas growth through 2050 are on a new path.
Reposted by Bentley Allan
The Financial Post’s Gabe Friedman with an excellent piece on how Canada has joined the U.S. in using a price floor for critical minerals.
This is a big deal and a step in the right direction. 1/3
financialpost.com/commodities/...
This is a big deal and a step in the right direction. 1/3
financialpost.com/commodities/...
Ottawa's deal with graphite miner could be the template Canada needs to crack China's grip on critical minerals
Ottawa announced deals including with Nouveau Monde Graphite that will allow miners to unlock Canadian critical mineral projects. Read on.
financialpost.com
November 5, 2025 at 2:48 AM
The Financial Post’s Gabe Friedman with an excellent piece on how Canada has joined the U.S. in using a price floor for critical minerals.
This is a big deal and a step in the right direction. 1/3
financialpost.com/commodities/...
This is a big deal and a step in the right direction. 1/3
financialpost.com/commodities/...
The Financial Post’s Gabe Friedman with an excellent piece on how Canada has joined the U.S. in using a price floor for critical minerals.
This is a big deal and a step in the right direction. 1/3
financialpost.com/commodities/...
This is a big deal and a step in the right direction. 1/3
financialpost.com/commodities/...
Ottawa's deal with graphite miner could be the template Canada needs to crack China's grip on critical minerals
Ottawa announced deals including with Nouveau Monde Graphite that will allow miners to unlock Canadian critical mineral projects. Read on.
financialpost.com
November 5, 2025 at 2:48 AM
The Financial Post’s Gabe Friedman with an excellent piece on how Canada has joined the U.S. in using a price floor for critical minerals.
This is a big deal and a step in the right direction. 1/3
financialpost.com/commodities/...
This is a big deal and a step in the right direction. 1/3
financialpost.com/commodities/...
Reposted by Bentley Allan
Our Hopkins NZIPL work will be featured in Tooze LRB lecture tonight , here is a preview adamtooze.substack.com/p/chartbook-...
October 27, 2025 at 9:49 PM
Our Hopkins NZIPL work will be featured in Tooze LRB lecture tonight , here is a preview adamtooze.substack.com/p/chartbook-...
Reposted by Bentley Allan
My latest 🪨 Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club 🪨
The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how:
www.netzeropolicylab.com/g7-critical-...
The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how:
www.netzeropolicylab.com/g7-critical-...
Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club — Net Zero Industrial Policy Lab
Bilateral deals can't match China's critical minerals weaponization at scale. How the G7 can transform its Production Alliance into a real multilateral investment club.
www.netzeropolicylab.com
October 27, 2025 at 3:27 PM
My latest 🪨 Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club 🪨
The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how:
www.netzeropolicylab.com/g7-critical-...
The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how:
www.netzeropolicylab.com/g7-critical-...
My latest 🪨 Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club 🪨
The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how:
www.netzeropolicylab.com/g7-critical-...
The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how:
www.netzeropolicylab.com/g7-critical-...
Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club — Net Zero Industrial Policy Lab
Bilateral deals can't match China's critical minerals weaponization at scale. How the G7 can transform its Production Alliance into a real multilateral investment club.
www.netzeropolicylab.com
October 27, 2025 at 3:27 PM
My latest 🪨 Joining Forces: How the G7 Critical Minerals Production Alliance Can Become a Real Investment Club 🪨
The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how:
www.netzeropolicylab.com/g7-critical-...
The G7 has an opportunity to build a coordinated, multilateral response to diversify critical minerals. Catherine Goldberg and I outline how:
www.netzeropolicylab.com/g7-critical-...
Reposted by Bentley Allan
The oceans and land mop up about half of the carbon that humans emit. Until they don't.
My new piece on the weakening of natural carbon sinks, and the fallacy that we humans have our hands on a global thermostat, is out now for
@carnegieendowment.org
carnegieendowment.org/emissary/202...
My new piece on the weakening of natural carbon sinks, and the fallacy that we humans have our hands on a global thermostat, is out now for
@carnegieendowment.org
carnegieendowment.org/emissary/202...
October 23, 2025 at 7:49 PM
The oceans and land mop up about half of the carbon that humans emit. Until they don't.
My new piece on the weakening of natural carbon sinks, and the fallacy that we humans have our hands on a global thermostat, is out now for
@carnegieendowment.org
carnegieendowment.org/emissary/202...
My new piece on the weakening of natural carbon sinks, and the fallacy that we humans have our hands on a global thermostat, is out now for
@carnegieendowment.org
carnegieendowment.org/emissary/202...
Reposted by Bentley Allan
Yes: a key question in the coming eco-ideological Cold War will be how India positions itself between the Green Entente and the Axis of Petrostates
Thread on India @thepolycrisis.bsky.social:
"What provides India greater freedom of choice & sovereignty? Locking into hydrocarbon coalitions or doubling down on a green electrostate track?How India chooses will shape the destiny of 1.4Bn citizens—& the world"
www.phenomenalworld.org/analysis/ind...
"What provides India greater freedom of choice & sovereignty? Locking into hydrocarbon coalitions or doubling down on a green electrostate track?How India chooses will shape the destiny of 1.4Bn citizens—& the world"
www.phenomenalworld.org/analysis/ind...
India in the New Global Order | Shreyas Shende
Between hydrocarbon coalitions and the green electric development
www.phenomenalworld.org
October 23, 2025 at 2:09 PM
Yes: a key question in the coming eco-ideological Cold War will be how India positions itself between the Green Entente and the Axis of Petrostates
Reposted by Bentley Allan
Is the Trump slow down in clean energy manufacturing investments bottoming out?
Our tracking shows that new investments in US clean energy manufacturing during Q3 2025 exceeded canceled or paused projects for the first time since Q3 2024. 🔌💡
www.the-big-green-machine.com/post-trump-s...
Our tracking shows that new investments in US clean energy manufacturing during Q3 2025 exceeded canceled or paused projects for the first time since Q3 2024. 🔌💡
www.the-big-green-machine.com/post-trump-s...
October 21, 2025 at 5:47 PM
Is the Trump slow down in clean energy manufacturing investments bottoming out?
Our tracking shows that new investments in US clean energy manufacturing during Q3 2025 exceeded canceled or paused projects for the first time since Q3 2024. 🔌💡
www.the-big-green-machine.com/post-trump-s...
Our tracking shows that new investments in US clean energy manufacturing during Q3 2025 exceeded canceled or paused projects for the first time since Q3 2024. 🔌💡
www.the-big-green-machine.com/post-trump-s...
This from the US-Aus critical minerals framework announced today announced today is really interesting and in line with what we’ve been advocating for: a proper CM club that addresses demand side uncertainty.
October 21, 2025 at 5:40 PM
This from the US-Aus critical minerals framework announced today announced today is really interesting and in line with what we’ve been advocating for: a proper CM club that addresses demand side uncertainty.
Underlying this is a set of critical geoeconomic events: Kenyan President Ruto returned from a 2023 state visit at the White House to IMF-induced rioting at home. Everyone in the developing world paid attention. 1/5
1/4
Bloomberg: "Ethiopia started talks with China to convert at least part of the $5.38 billion it owes Beijing into yuan-denominated loans, following an example set by Kenya that bolsters China’s efforts to internationalize its currency."
www.bloomberg.com/news/article...
Bloomberg: "Ethiopia started talks with China to convert at least part of the $5.38 billion it owes Beijing into yuan-denominated loans, following an example set by Kenya that bolsters China’s efforts to internationalize its currency."
www.bloomberg.com/news/article...
Ethiopia in Talks With China to Convert Dollar Loans Into Yuan
Ethiopia started talks with China to convert at least part of the $5.38 billion it owes Beijing into yuan-denominated loans, following an example set by Kenya that bolsters China’s efforts to internat...
www.bloomberg.com
October 21, 2025 at 12:19 PM
Underlying this is a set of critical geoeconomic events: Kenyan President Ruto returned from a 2023 state visit at the White House to IMF-induced rioting at home. Everyone in the developing world paid attention. 1/5
Reposted by Bentley Allan
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 $$ to constrain fossil asset owners & expand green asset owners). Just in time for #COP30.
Read about why we’re doing climate policy wrong (too focused on measuring emissions) & what we should do instead (focus on $$ 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
October 7, 2025 at 12:03 PM
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 $$ to constrain fossil asset owners & expand green asset owners). Just in time for #COP30.
Read about why we’re doing climate policy wrong (too focused on measuring emissions) & what we should do instead (focus on $$ to constrain fossil asset owners & expand green asset owners). Just in time for #COP30.
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...
Subscribe here: mailchi.mp/jh/subscribe...
October 7, 2025 at 8:08 PM
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...
Subscribe here: mailchi.mp/jh/subscribe...
Reposted by Bentley Allan
This is century-defining stuff.
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-...
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
September 12, 2025 at 4:50 PM
This is century-defining stuff.
Reposted by Bentley Allan
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
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
October 6, 2025 at 6:50 AM
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
youtu.be/Pc2eu6YT2O0?...
Some key takeaways, and a broader question that deserves more attention: 1/7
The energy transition does not care about your upward revision in long-term oil demand.
September 27, 2025 at 4:23 PM
The energy transition does not care about your upward revision in long-term oil demand.
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-...
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
September 22, 2025 at 8:54 PM
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-...
adamtooze.substack.com/p/chartbook-...
Reposted by Bentley Allan
“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
September 20, 2025 at 12:45 PM
“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...
Reposted by Bentley Allan
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
⏰Thursday, Sept 18t, 9-10am
🧭Register here to join or receive the recording: tinyurl.com/ChinaGreenFDI
September 13, 2025 at 5:00 PM
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
⏰Thursday, Sept 18t, 9-10am
🧭Register here to join or receive the recording: tinyurl.com/ChinaGreenFDI
Reposted by Bentley Allan
"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...
@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
September 13, 2025 at 5:48 PM
"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...
@bentleyallan.bsky.social on the way forward,& a new approach to climate
www.noemamag.com/the-new-geop...
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
⏰Thursday, Sept 18t, 9-10am
🧭Register here to join or receive the recording: tinyurl.com/ChinaGreenFDI
September 13, 2025 at 5:00 PM
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
⏰Thursday, Sept 18t, 9-10am
🧭Register here to join or receive the recording: tinyurl.com/ChinaGreenFDI
Jonas’ takeaway from our work on Chinese outbound FDI 🎯
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.
September 12, 2025 at 3:06 AM
Jonas’ takeaway from our work on Chinese outbound FDI 🎯
Reposted by Bentley Allan
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.
‼️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:
September 11, 2025 at 10:12 PM
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.