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 🇨🇦
Another preview from our concurrent launch at COP featuring senior fellows Ishana Ratan and Catherine Goldberg. A proud day. Tune in next week to learn more.
November 13, 2025 at 9:36 PM
Another preview from our concurrent launch at COP featuring senior fellows Ishana Ratan and Catherine Goldberg. A proud day. Tune in next week to learn more.
CICE is a novel tool that policymakers, firms, and experts can use to better understand global competitiveness across 10 clean energy value chains. It both identifies specific opportunities for all countries, and helps to identify where strategic investments would strengthen competitiveness.
November 13, 2025 at 9:31 PM
CICE is a novel tool that policymakers, firms, and experts can use to better understand global competitiveness across 10 clean energy value chains. It both identifies specific opportunities for all countries, and helps to identify where strategic investments would strengthen competitiveness.
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.
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.
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...
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.
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
‼️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 10, 2025 at 2:12 PM
‼️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:
Always nice to have a hard copy even if the context is a shitshow.
July 28, 2025 at 11:20 PM
Always nice to have a hard copy even if the context is a shitshow.
Well when you put it like that
July 28, 2025 at 10:55 PM
Well when you put it like that
Susan Strange pointing out the hypocrisy of hidden American industrial policy in 1987
July 26, 2025 at 8:46 PM
Susan Strange pointing out the hypocrisy of hidden American industrial policy in 1987
The fundamental dynamic so far seems to be that the US isn’t getting much in the deals beyond vaporware investment, but it is definitely driving states into each other’s arms and making more diplomatic space for China.
July 24, 2025 at 10:41 AM
The fundamental dynamic so far seems to be that the US isn’t getting much in the deals beyond vaporware investment, but it is definitely driving states into each other’s arms and making more diplomatic space for China.
An important missive from Australia to Canada: if you export LNG, you will increase the cost of domestic gas.
From an industrial strategy perspective, it is critical to keep energy costs low because those low costs serve as a subsidy to all industries. Upstream resources ftw.
From an industrial strategy perspective, it is critical to keep energy costs low because those low costs serve as a subsidy to all industries. Upstream resources ftw.
July 23, 2025 at 1:31 AM
An important missive from Australia to Canada: if you export LNG, you will increase the cost of domestic gas.
From an industrial strategy perspective, it is critical to keep energy costs low because those low costs serve as a subsidy to all industries. Upstream resources ftw.
From an industrial strategy perspective, it is critical to keep energy costs low because those low costs serve as a subsidy to all industries. Upstream resources ftw.
Trump’s copper tariff will include semi-finished products. The U.S. mines and refines a lot of copper: 1m tones, give or take. But it imports another 700k refined copper plus 800k semi-products. Even if you book every advanced mining project in the U.S., you have a shortfall of 800k. 1/
July 11, 2025 at 12:41 AM
Trump’s copper tariff will include semi-finished products. The U.S. mines and refines a lot of copper: 1m tones, give or take. But it imports another 700k refined copper plus 800k semi-products. Even if you book every advanced mining project in the U.S., you have a shortfall of 800k. 1/
PM Modi courting Latin American countries to secure the critical minerals India needs for the energy transition.
Important geopolitical work driven by huge domestic demand for copper and the burgeoning battery industry in India.
on.ft.com/4jAeWkU
Important geopolitical work driven by huge domestic demand for copper and the burgeoning battery industry in India.
on.ft.com/4jAeWkU
May 1, 2025 at 1:09 AM
PM Modi courting Latin American countries to secure the critical minerals India needs for the energy transition.
Important geopolitical work driven by huge domestic demand for copper and the burgeoning battery industry in India.
on.ft.com/4jAeWkU
Important geopolitical work driven by huge domestic demand for copper and the burgeoning battery industry in India.
on.ft.com/4jAeWkU
The latest work out of our @nzpolicylab.bsky.social. Mexico has a burgeoning manufacturing base that can play a huge role in the global economy. But, Mx's industrial policy is underfunded, must be calibrated in a smart way, and needs more human capital.
www.netzeropolicylab.com/mexico-green...
www.netzeropolicylab.com/mexico-green...
April 30, 2025 at 1:52 PM
The latest work out of our @nzpolicylab.bsky.social. Mexico has a burgeoning manufacturing base that can play a huge role in the global economy. But, Mx's industrial policy is underfunded, must be calibrated in a smart way, and needs more human capital.
www.netzeropolicylab.com/mexico-green...
www.netzeropolicylab.com/mexico-green...
Let's review. In 2022, OPEC released a demand forecast that was basically flat after 2030.
Last year, in the wake of the IEA's peak oil prediction, OPEC made a big show of raising their long-term projection.
Now they are revising down in line with their 2022 forecast.
Can't run from reality.
Last year, in the wake of the IEA's peak oil prediction, OPEC made a big show of raising their long-term projection.
Now they are revising down in line with their 2022 forecast.
Can't run from reality.
April 15, 2025 at 3:31 PM
Let's review. In 2022, OPEC released a demand forecast that was basically flat after 2030.
Last year, in the wake of the IEA's peak oil prediction, OPEC made a big show of raising their long-term projection.
Now they are revising down in line with their 2022 forecast.
Can't run from reality.
Last year, in the wake of the IEA's peak oil prediction, OPEC made a big show of raising their long-term projection.
Now they are revising down in line with their 2022 forecast.
Can't run from reality.
Leg one of the Mar-a-lago stool breaks as stocks plummet but bond yields rise (interest rates ⬆️). Not clear what is happening but most likely China is dumping Treasuries in retaliation.
Turns out to maintain global reserve status other countries have to like and trust you.
Turns out to maintain global reserve status other countries have to like and trust you.
April 9, 2025 at 10:17 AM
Leg one of the Mar-a-lago stool breaks as stocks plummet but bond yields rise (interest rates ⬆️). Not clear what is happening but most likely China is dumping Treasuries in retaliation.
Turns out to maintain global reserve status other countries have to like and trust you.
Turns out to maintain global reserve status other countries have to like and trust you.
Iowa and South Dakota leading US renewable deployment since 2007.
April 5, 2025 at 11:57 PM
Iowa and South Dakota leading US renewable deployment since 2007.
Canadians are so tough they built a literary tradition on it.
April 5, 2025 at 11:34 PM
Canadians are so tough they built a literary tradition on it.
Live shot of me writing about this madness
April 4, 2025 at 1:22 PM
Live shot of me writing about this madness
JP Morgan would like you to understand something simple
March 30, 2025 at 1:50 PM
JP Morgan would like you to understand something simple
Pakistan’s went from scrambling for LNG in 2022, when gas was diverted to Europe, to spurning it in 2025.
This is the dynamic of the energy transition: the supposed growth markets for fossil fuels are electrifying.
The brilliant Kate Mackenzie and Tim Sahay:
This is the dynamic of the energy transition: the supposed growth markets for fossil fuels are electrifying.
The brilliant Kate Mackenzie and Tim Sahay:
March 30, 2025 at 1:47 PM
Pakistan’s went from scrambling for LNG in 2022, when gas was diverted to Europe, to spurning it in 2025.
This is the dynamic of the energy transition: the supposed growth markets for fossil fuels are electrifying.
The brilliant Kate Mackenzie and Tim Sahay:
This is the dynamic of the energy transition: the supposed growth markets for fossil fuels are electrifying.
The brilliant Kate Mackenzie and Tim Sahay: