Narayan Subramanian
@narayansub.bsky.social
Former Director for Energy Transition at White House NSC, Advisor to Secretary of Energy. Wistful for energy twitter.
Reposted by Narayan Subramanian
The Quad must move beyond fragmented supply chain coordination and articulate a shared vision for energy cooperation, Larry W. Schwartz and Narayan Subramanian argue.
Put the Quad to Work On Energy Security
Each country in the alliance offers distinct strengths.
foreignpolicy.com
July 28, 2025 at 9:30 PM
The Quad must move beyond fragmented supply chain coordination and articulate a shared vision for energy cooperation, Larry W. Schwartz and Narayan Subramanian argue.
Reposted by Narayan Subramanian
In addition to the AI Action Plan, a few new AI-related EOs out this evening. The most interesting for energy nerds is the Data Center Infrastructure EO.
www.whitehouse.gov/presidential...
www.whitehouse.gov/presidential...
Accelerating Federal Permitting of Data Center Infrastructure
By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered: Section 1. Policy and
www.whitehouse.gov
July 23, 2025 at 11:00 PM
In addition to the AI Action Plan, a few new AI-related EOs out this evening. The most interesting for energy nerds is the Data Center Infrastructure EO.
www.whitehouse.gov/presidential...
www.whitehouse.gov/presidential...
Reposted by Narayan Subramanian
Trying to reduce dependence on Chinese supply chains and bolster U.S. and allied manufacturing makes total sense. But the bill will do the opposite by undercutting U.S. energy supply and manufacturing with a web of unworkable red tape.
June 30, 2025 at 3:58 PM
Trying to reduce dependence on Chinese supply chains and bolster U.S. and allied manufacturing makes total sense. But the bill will do the opposite by undercutting U.S. energy supply and manufacturing with a web of unworkable red tape.
The Senate text on energy removes the stackability provision in the 45X manufacturing credit (i.e. a manufacturer could get the credit for every segment of a value chain) discouraging vertical integration - the thing that PRC firms benefit most from: www.utilitydive.com/news/china-v...
US needs vertically integrated solar manufacturing to fight China’s market dominance: RE+ speakers
“China has done so much work to be vertically integrated ... from the polysilicon all the way to the modules,” said Arielle Brown, director of government affairs at chemical company Wacker.
www.utilitydive.com
June 18, 2025 at 3:14 PM
The Senate text on energy removes the stackability provision in the 45X manufacturing credit (i.e. a manufacturer could get the credit for every segment of a value chain) discouraging vertical integration - the thing that PRC firms benefit most from: www.utilitydive.com/news/china-v...
Reposted by Narayan Subramanian
Check out this really clear piece from @narayansub.bsky.social on a part of our industrial strategy that really was working. And that the current admin is walking away from. Which will make us poorer and will just entrench the global leadership of China. Shame.
foreignpolicy.com/2025/06/05/e...
foreignpolicy.com/2025/06/05/e...
America’s Electric Vehicle Surrender
If Trump’s “big, beautiful bill” passes, the entire supply chain could be ceded to China.
foreignpolicy.com
June 7, 2025 at 1:10 AM
Check out this really clear piece from @narayansub.bsky.social on a part of our industrial strategy that really was working. And that the current admin is walking away from. Which will make us poorer and will just entrench the global leadership of China. Shame.
foreignpolicy.com/2025/06/05/e...
foreignpolicy.com/2025/06/05/e...
Latest w/ @milomcbride.bsky.social: “The U.S. is at a strategic crossroads on whether it can compete in the global EV market, innovate next-gen batteries, and secure mineral supply chains. The first step is recognizing that all three imperatives are intertwined.”
foreignpolicy.com/2025/06/05/e...
foreignpolicy.com/2025/06/05/e...
America’s Electric Vehicle Surrender
If Trump’s “big, beautiful bill” passes, the entire supply chain could be ceded to China.
foreignpolicy.com
June 5, 2025 at 8:24 PM
Latest w/ @milomcbride.bsky.social: “The U.S. is at a strategic crossroads on whether it can compete in the global EV market, innovate next-gen batteries, and secure mineral supply chains. The first step is recognizing that all three imperatives are intertwined.”
foreignpolicy.com/2025/06/05/e...
foreignpolicy.com/2025/06/05/e...
Reposted by Narayan Subramanian
Why even bother with long-run economic change & industrial policy if you don't get the chance to see it through?
Biden went all in on economic change, giving other progressives confidence to back things like industrial policy. But after the Democrats loss many are questioning whether it's worth it?
Biden went all in on economic change, giving other progressives confidence to back things like industrial policy. But after the Democrats loss many are questioning whether it's worth it?
🗽 | NEW REPORT: Why are progressives losing elections, even when the economy is growing? We went to Washington to speak to Biden's former White House staff and other officials to find out where it all went wrong.
Read here: www.ippr.org/articles/its...
Read here: www.ippr.org/articles/its...
June 5, 2025 at 9:51 AM
Why even bother with long-run economic change & industrial policy if you don't get the chance to see it through?
Biden went all in on economic change, giving other progressives confidence to back things like industrial policy. But after the Democrats loss many are questioning whether it's worth it?
Biden went all in on economic change, giving other progressives confidence to back things like industrial policy. But after the Democrats loss many are questioning whether it's worth it?
The House bill is anything but a recipe for energy dominance, security, or affordability. Everything you need to know here:
What does the GOP Megabill passed by the House this morning mean for the US energy transition, energy prices, emissions and the economy? REPEAT Project's new analysis has you covered. Read the new report or listen to our recent SHIFT KEY episode diving into the details. 🔗 ⤵️
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May 23, 2025 at 5:22 PM
The House bill is anything but a recipe for energy dominance, security, or affordability. Everything you need to know here:
Reposted by Narayan Subramanian
#EnergySky: Any and all DOE probationary employees, here’s your memo of reinstatement. Hope you come back and work for the department. Your voice, knowledge, and ethic are incredibly important to the ongoing effort to transition our country’s energy system: www.energy.gov/hc/office-ch...
Office of the Chief Human Capital Officer
Summary of the Office of the Chief Human Capital Officer
www.energy.gov
March 14, 2025 at 1:41 PM
#EnergySky: Any and all DOE probationary employees, here’s your memo of reinstatement. Hope you come back and work for the department. Your voice, knowledge, and ethic are incredibly important to the ongoing effort to transition our country’s energy system: www.energy.gov/hc/office-ch...
Nice shoutout from @robinsonmeyer.bsky.social of the Hanford 2GW solar + storage project part of DOE’s Cleanup to Clean Energy initiative. Wonk alert: this project uses Atomic Energy Act leasing authorities !
NEW SHIFT KEY
We sit down with Heatmap senior reporter @jael.bsky.social to chat about the new permitting landscape for US renewables, Trump’s all-out war on offshore wind, solar’s sunnier outlook, and how it all ties into the MAHA-adjacent anti-renewables movement.
heatmap.news/podcast/shif...
We sit down with Heatmap senior reporter @jael.bsky.social to chat about the new permitting landscape for US renewables, Trump’s all-out war on offshore wind, solar’s sunnier outlook, and how it all ties into the MAHA-adjacent anti-renewables movement.
heatmap.news/podcast/shif...
How Trump Has All But Halted Offshore Wind
Rob and Jesse talk with Heatmap senior reporter Jael Holzman.
heatmap.news
March 13, 2025 at 7:48 PM
Nice shoutout from @robinsonmeyer.bsky.social of the Hanford 2GW solar + storage project part of DOE’s Cleanup to Clean Energy initiative. Wonk alert: this project uses Atomic Energy Act leasing authorities !
Yup, and organizations like the Environmental Law Institute continue to train govt officials from other countries on the success of Clean Air Act and Clean Water Act programs and how they can be replicated.
Your regular reminder that the US air & water pollution laws passed in the 60s & 70s -- and the elaborate federal bureaucracy created to administer them -- constitute one of the most successful gov't interventions in history. WILDLY successful. The envy of the world.
February 24, 2025 at 10:02 PM
Yup, and organizations like the Environmental Law Institute continue to train govt officials from other countries on the success of Clean Air Act and Clean Water Act programs and how they can be replicated.
While the confusion persists on the federal funding “pause” and rumors of widespread grant award cancellations, it’s worth flagging potential statutory and constitutional claims awardees can bring:
1/x
1/x
February 21, 2025 at 4:29 PM
While the confusion persists on the federal funding “pause” and rumors of widespread grant award cancellations, it’s worth flagging potential statutory and constitutional claims awardees can bring:
1/x
1/x
Reposted by Narayan Subramanian
For decades, the US government has painstakingly kept American science #1 globally—and every facet of American life has improved because of it. The internet? Flu shot? Ozempic? All grew out of federally-funded research. Now all that's being dismantled. 1/ www.technologyreview.com/2025/02/21/1...
The foundations of America’s prosperity are being dismantled
Federal scientists warn that Americans could feel the effects of the new administration's devastating cuts for decades to come
www.technologyreview.com
February 21, 2025 at 1:01 PM
For decades, the US government has painstakingly kept American science #1 globally—and every facet of American life has improved because of it. The internet? Flu shot? Ozempic? All grew out of federally-funded research. Now all that's being dismantled. 1/ www.technologyreview.com/2025/02/21/1...
Reposted by Narayan Subramanian
Today we @nzpolicylab.bsky.social are launching our geopolitical brief on Brazil's opportunities in the energy transition.
Brazil has the potential to be a great power in the new energy order. But to do that, it will need a focused industrial policy.
www.netzeropolicylab.com/brazil-new-w...
Brazil has the potential to be a great power in the new energy order. But to do that, it will need a focused industrial policy.
www.netzeropolicylab.com/brazil-new-w...
February 4, 2025 at 2:30 PM
Today we @nzpolicylab.bsky.social are launching our geopolitical brief on Brazil's opportunities in the energy transition.
Brazil has the potential to be a great power in the new energy order. But to do that, it will need a focused industrial policy.
www.netzeropolicylab.com/brazil-new-w...
Brazil has the potential to be a great power in the new energy order. But to do that, it will need a focused industrial policy.
www.netzeropolicylab.com/brazil-new-w...
Reposted by Narayan Subramanian
Everyone seems to be framing Trump's freeze on federal grants as a Constitutional fight over powers of the purse & whether presidents can disregard Congressional appropriations. It is that. But also at stake is the fundamental validity of government contracts! I see much less discussion on this... 🧵
January 31, 2025 at 9:36 PM
Everyone seems to be framing Trump's freeze on federal grants as a Constitutional fight over powers of the purse & whether presidents can disregard Congressional appropriations. It is that. But also at stake is the fundamental validity of government contracts! I see much less discussion on this... 🧵
Cannot emphasize this more. Please give this thread a read. The same story is playing out with DOE-funded projects—tens of billions of dollars of awarded *contracts* tied up as a result of the “pause.” This will have ripple effects across the economy and companies/NGOs/states should make it known.
Not paying grantees with signed grant agreements is illegal. While there are certain activities EPA has discretion to pause, such as designing new competitions and making new awards, once a grant award is signed with a grantee the government is legally obligated to pay them.
🔌💡 3/X
🔌💡 3/X
February 1, 2025 at 5:51 PM
Cannot emphasize this more. Please give this thread a read. The same story is playing out with DOE-funded projects—tens of billions of dollars of awarded *contracts* tied up as a result of the “pause.” This will have ripple effects across the economy and companies/NGOs/states should make it known.
Reposted by Narayan Subramanian
Brought to you by the IRA's clean energy tax credits.
Georgia Power proposed power uprates totaling 54 MW for units 1 and 2 of its Vogtle nuclear plant and 58 MW for its Hatch nuclear plant, along with other additions to meet booming demand growth in the state. 🔌💡
www.spglobal.com/market-intel...
www.spglobal.com/market-intel...
www.spglobal.com
February 1, 2025 at 2:03 AM
Brought to you by the IRA's clean energy tax credits.
Reposted by Narayan Subramanian
If you’re in the US and you’d like to know what projects and vital services federal grants currently fund in your state, you can search here: www.usaspending.gov
And you can find the contact information for your elected representatives here: www.usa.gov/elected-offi...
They need to hear from you.
And you can find the contact information for your elected representatives here: www.usa.gov/elected-offi...
They need to hear from you.
USAspending.gov
www.usaspending.gov
January 28, 2025 at 4:59 AM
If you’re in the US and you’d like to know what projects and vital services federal grants currently fund in your state, you can search here: www.usaspending.gov
And you can find the contact information for your elected representatives here: www.usa.gov/elected-offi...
They need to hear from you.
And you can find the contact information for your elected representatives here: www.usa.gov/elected-offi...
They need to hear from you.
Reposted by Narayan Subramanian
Hot tip: if you do a google search and hit a 404 page when clicking on a Whitehouse.gov link, just add "biden" to the front of the URL: "bidenwhitehouse.gov/XXX"
Hitting a 404 when looking for something from the prior White House website? Here's a link to the archive.
bidenwhitehouse.archives.gov
bidenwhitehouse.archives.gov
The White House
President Biden and Vice President Harris promised to move quickly to deliver results for working families. That’s what they’ve done.
bidenwhitehouse.archives.gov
January 27, 2025 at 5:58 PM
Hot tip: if you do a google search and hit a 404 page when clicking on a Whitehouse.gov link, just add "biden" to the front of the URL: "bidenwhitehouse.gov/XXX"
“Germany should support EU protection of viable European industrial sectors facing an onslaught as a result of China’s active industrial policies. At the same time, it should allow cheap imports in areas where Europe has little to no manufacturing.” IEA’s tech perspectives report Ch6 is good on this
Germany's economic model is facing an existential crisis. A new CER.EU report by @sandertordoir.bsky.social and Brad Setser outlines how Europe's largest economy can survive the second China shock after dodging the first. 1/
www.cer.eu/publications...
www.cer.eu/publications...
How German industry can survive the second China shock
China's industrial subsidies and aggressive export-led growth are undercutting German manufacturing. To defend its automotive and engineering sectors, Germany must finally get tough on China with trad...
www.cer.eu
January 27, 2025 at 4:18 PM
“Germany should support EU protection of viable European industrial sectors facing an onslaught as a result of China’s active industrial policies. At the same time, it should allow cheap imports in areas where Europe has little to no manufacturing.” IEA’s tech perspectives report Ch6 is good on this
Imagine the results in four years if the new admin simply just continued the implementation of BIL, IRA, and CHIPS….would be legacy-defining for any president.
Trump Is, Once Again, Inheriting a Historically Strong Economy. That Wasn’t Guaranteed - @mikemadowitz.bsky.social for Fireside Stacks.
www.firesidestacks.com/p/trump-is-o...
www.firesidestacks.com/p/trump-is-o...
Trump Is, Once Again, Inheriting a Historically Strong Economy. That Wasn’t Guaranteed.
President Donald Trump, having handed off the worst economy of any modern president on his way out four years ago (obviously with a strong assist from COVID), inherited arguably the strongest economy ...
www.firesidestacks.com
January 27, 2025 at 4:14 PM
Imagine the results in four years if the new admin simply just continued the implementation of BIL, IRA, and CHIPS….would be legacy-defining for any president.
Great read from @amyturner.bsky.social if you’re looking for more analysis on what the practical impact of the day 1 energy EOs will be:
Do I owe you an email? It's because I've been lost in the sea of EOs. Here's my take on what Trump's Day One EOs mean for cities, community partners, and other subnationals . 📜🏙️https://blogs.law.columbia.edu/climatechange/2025/01/24/trump-2-0-day-one-considerations-for-cities-and-community-partners/
Trump 2.0, Day One: Considerations for Cities and Community Partners - Climate Law Blog
As expected, a newly sworn-in President Donald Trump spent the afternoon following his inauguration signing executive orders (EOs), many of them intended to unwind climate and environmental initiative...
blogs.law.columbia.edu
January 25, 2025 at 3:10 AM
Great read from @amyturner.bsky.social if you’re looking for more analysis on what the practical impact of the day 1 energy EOs will be:
Reposted by Narayan Subramanian
For more on this massive story, listen to our most-downloaded SHIFT KEY episode yet, How China's EV Industry Got So Big with @ilariamazzocco.bsky.social heatmap.news/podcast/shif...
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January 23, 2025 at 2:43 PM
For more on this massive story, listen to our most-downloaded SHIFT KEY episode yet, How China's EV Industry Got So Big with @ilariamazzocco.bsky.social heatmap.news/podcast/shif...
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Important to note the vast majority of BIL/IRA grant and loan $ is going towards manufacturing/supply chain + grid projects--none of which is implicated in Sec. 2 of the Day 1 EO. Also, @romany-webb.bsky.social perfectly captures the implications of the BIL/IRA disbursement "pause" in this piece.
🧵 Many assumed IRA rollbacks wouldn't be day-one priorities for Trump. "That was wishful thinking," reports @maeveallsup.bsky.social. Here's what's actually happening with the funding pause for #renewableenergy and #electricvehicles. (1/5) Good resource for #energysky peeps w/ companies:
What a ‘pause’ on IRA funds really means
With a 90-day review period, the Trump administration “threads a needle” between campaign promises and angering allies on the Hill.
www.latitudemedia.com
January 23, 2025 at 7:34 PM
Important to note the vast majority of BIL/IRA grant and loan $ is going towards manufacturing/supply chain + grid projects--none of which is implicated in Sec. 2 of the Day 1 EO. Also, @romany-webb.bsky.social perfectly captures the implications of the BIL/IRA disbursement "pause" in this piece.
Sec. Granholm in the NYT on why to keep BIL/IRA/CHIPS intact: "Other governments are waiting with bated breath for us to pare back our grants, loans and tax credits so they can use the same tools to sweet-talk the next generation of factories to their shores."
www.nytimes.com/2025/01/23/o...
www.nytimes.com/2025/01/23/o...
Opinion | China Will Be Thrilled if Trump Kills America’s Green Economy
President Trump seems poised to roll back the very incentives that are reviving American manufacturing.
www.nytimes.com
January 23, 2025 at 7:29 PM
Sec. Granholm in the NYT on why to keep BIL/IRA/CHIPS intact: "Other governments are waiting with bated breath for us to pare back our grants, loans and tax credits so they can use the same tools to sweet-talk the next generation of factories to their shores."
www.nytimes.com/2025/01/23/o...
www.nytimes.com/2025/01/23/o...