Nils Kupzok
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nilskupzok.bsky.social
Nils Kupzok
@nilskupzok.bsky.social
Political Scientist @ Columbia University. Climate, Energy, and Industrial Policy. https://www.nilskupzok.com
Pinned
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...
Climate Policy Is Still Good for Business
The green transition will survive cuts to U.S. subsidies.
www.foreignaffairs.com
Reposted by Nils Kupzok
Despite Trump, green investors are seeing "glory days", say analysts at Jeffries.

🎁🔗 www.bloomberg.com/news/article...
November 3, 2025 at 12:02 AM
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
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
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...
NEW -

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
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.
October 22, 2025 at 3:31 PM
Reposted by Nils Kupzok
BIG launch this week--the book is available, free, online at our @cssn.org website:

cssn.org/news-researc...
October 16, 2025 at 11:36 AM
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...
climate.watson.brown.edu
October 16, 2025 at 2:01 PM
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/
October 8, 2025 at 6:30 PM
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 👇
October 7, 2025 at 8:49 AM
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
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
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...
September 23, 2025 at 12:17 PM
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/...
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
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
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
September 12, 2025 at 10:45 PM
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 🧵 ...
September 10, 2025 at 9:58 AM
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
September 10, 2025 at 11:40 AM
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.
September 10, 2025 at 1:51 PM
Reposted by Nils Kupzok
🌍 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
September 9, 2025 at 5:22 PM
Reposted by Nils Kupzok
Did a pod with the Drilled folks on carbon dominance as what unites US domestic and foreign policy: drilled.media/news/anti-re...
Trump Is Trying to Kill Renewables Everywhere
The US government is trying to strangle renewables to save fossil fuels. Trump wants other countries to do the same.
drilled.media
September 8, 2025 at 8:00 PM
Reposted by Nils Kupzok
The IEA in 2014 saw European coal demand rising 0.1% between 2013 and 2019. In practise, it fell 30%.
September 2, 2025 at 8:19 PM
Reposted by Nils Kupzok
Great illustration of how the energy transition works in practice.

Also worth noting that Hungary's solar explosion has been engined by China's foreign investments.

So, in essence: the energy transition is a sensible economic project that can materialize. Waging a cultural war around it is dumb.
Solar power is taking off quickly in Hungary ☀️⚡️

Our latest data insight: ourworldindata.org/data-insight...
September 1, 2025 at 6:13 PM
A sentence, I wasn't expecting to read: "the US is on track to retire more coal capacity in 2025 than it did under the Biden administration last year"
August 28, 2025 at 8:52 PM
Reposted by Nils Kupzok
Just out: How China builds strategic dominance in high-innovation niches fracturing the economic status quo in the world: Government Guidance Funds turn fiscal money + SOE assets into venture capital with planning discipline. A different game than Europe or Korea. www.tandfonline.com/doi/full/10....
Financing technological innovation in China: neo-developmental financial statecraft through government guidance funds
This paper examines China’s distinctive approach to financing innovation, contributing to debates on the derisking state, neo-developmentalist alternatives, and economic statecraft. It focuses on t...
www.tandfonline.com
August 28, 2025 at 2:51 PM