iiinova — where your digital self keeps evolving

Bentley Allan @bentleyallan.bsky.social · 29/09/2026

And it misses the fact that the Trump administration just supported domestic solar manufacturing with minimum import prices! The reality is always more interesting than the narrative.

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Bentley Allan @bentleyallan.bsky.social · 29/09/2026

oh hey that's us in @alanbeattie.bsky.social's Trade Secrets

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Bentley Allan @bentleyallan.bsky.social · 26/09/2026

Important to note that this was precisely the strategy that took Japanese auto production global: share value added with your target markets. China, accurately or not, is signaling not that it will wipe out everyone’s industrial base but that it is willing to lift others.

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Bentley Allan @bentleyallan.bsky.social · 24/09/2026

You definitely want to check out our latest data toy: THE CLEANTECH MANUFACTURING FDI EXPLORER My favorite tool is the firm-level view--you can just pick a company and quickly see where they've deployed foreign investment at a glance. Congrats to Praveena and Tim from my team for leading this.

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Bentley Allan @bentleyallan.bsky.social · 23/09/2026

vibe From NY Climate Week: Canada is hot.

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Bentley Allan @bentleyallan.bsky.social · 18/09/2026

Here’s an indirect effect of the China shock 2.0 that may have a big negative climate impact: By weakening VW and strengthening AfD, it not only hurts a potential ally in decarbonization (auto needs to be in the climate coalition in Europe) but raises the probability of revanchist energy policy.

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Bentley Allan @bentleyallan.bsky.social · 18/09/2026

Time to check in on this 2017 call to not worry about rare earths because substitution and efficiency gains will resolve all the problems...

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Bentley Allan @bentleyallan.bsky.social · 17/09/2026

Europe needs Japan and Korea’s industrial base, as well as Canada and Australia’s resources. This piece is spot on. The Industrial Accelerator Act has to recognize those partners so they can build integrated supply chains.

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Bentley Allan @bentleyallan.bsky.social · 17/09/2026

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Mark Copelovitch @mcopelov.bsky.social · 15/09/2026

Always has been:

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Bentley Allan @bentleyallan.bsky.social · 03/09/2026

Yet another international economic meeting derailed by U.S. insistence that market/non-market is a useful and meaningful distinction. We are entering a new economic order that needs new principles that dispense with this dichotomy and recognize that all states act strategically.

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Bentley Allan @bentleyallan.bsky.social · 03/09/2026

Delighted to at APSA in Boston, with the opportunity to comment on Peter Katzenstein's new book, Entanglements in World Politics. Some of my comments attached.

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Bentley Allan @bentleyallan.bsky.social · 03/09/2026

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Chris Bataille @chrisbataille.bsky.social · 03/09/2026

Also, whatever Chinese tech was begged, borrowed or stolen to make it, in love, war and transformative industrial policy, if you succeed ... it’s fine.

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Judah Grunstein @judah-grunstein.bsky.social · 01/09/2026

This confusion is due to the prevalent but mistaken use of primacy, dominance and hegemony interchangeably. Hegemony also means being willing to provide collective goods that benefit not just the hegemon but also the states it seeks to lead. Not sure China is any more willing than the US to do so.

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Bentley Allan @bentleyallan.bsky.social · 01/09/2026

Hegemony is not just based on power. It is leadership and leaders need followers.

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Ken Schultz @kschultz.bsky.social · 12/08/2026

Colby wants a Goldilocks level of uncertainty about the US defense commitment: enough that they will spend more on defense but not so much that they will make plans without us. Hard to do when foreign policy is set by the whims of an impulsive leader via social media post.

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Joey Politano🏳️‍🌈 @josephpolitano.bsky.social · 01/07/2026

American factory construction continued declining in official data released today as CHIPS Act projects finish, IRA projects get cancelled, and tariffs weigh on nearly all industries Total US factory construction is down 30% from its 2024 highs and 20% over the last year alone

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Alondra Nelson @alondra.bsky.social · 25/06/2026

A characteristically sharp read from @himself.bsky.social that picks up on my argument on AI hyperregulation and traces how national security tools have become instruments of domestic political control. You cannot build sweeping discretionary powers abroad and then be surprised when they come home.

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Bentley Allan @bentleyallan.bsky.social · 24/06/2026

The problem for European carmakers is as much that they prefaced future growth and profits on sales in the Chinese market which are rapidly evaporating: "cheaper, domestically produced electric vehicles have been gaining share at the expense of the premium cars" that BMW and Porsche specialize in.

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Bentley Allan @bentleyallan.bsky.social · 24/06/2026

A fun one from research for my book project, CLIMATE GEOPOLITICS. Lighthizer arguing that protectionism is the authentic tradition of Republicans in 2008. For Lighthizer, conservatives from Hamilton to Lincoln and Reagan embraced a pragmatism that led them to reject free trade dogma.

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Bentley Allan @bentleyallan.bsky.social · 20/06/2026

Cathal Kelly on Canada’s 6-0 celebrations 😂

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Bentley Allan @bentleyallan.bsky.social · 19/06/2026

They can't seem to end this war can they.

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Bentley Allan @bentleyallan.bsky.social · 12/06/2026

How to tell you’re getting beat by someone with more strategic flexibility than you

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Bentley Allan @bentleyallan.bsky.social · 08/06/2026

War is warring; electrotech is rising.

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Seva @seva.bsky.social · 02/06/2026

no we do not hegemon.substack.com/p/do-we-have...

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Bentley Allan @bentleyallan.bsky.social · 19/05/2026

They did not choose this strategy, but they got it done! COYG!!!

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Bentley Allan @bentleyallan.bsky.social · 19/05/2026

Love Saka’s mirror neuron hop to match Kai’s climb. One-nil to the Arsenal!

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Justin Mikulka @justinmikulka.bsky.social · 13/05/2026

Javier Blas sounding like me these days, "The bigger question is for tomorrow: If the country [china] can reduce imports so drastically without, apparently, having to take extreme measures, what does that say about the future of oil consumption there? Nothing positive for the bulls, certainly." 🙂

bloomberg.com

China's Invisible Hand Is Rebalancing the Oil Market

Facing an unprecedented shortage, the oil market is pulling every available lever to rebalance supply and demand. Some are well known: bypassing the Strait of Hormuz using pipelines, releasing emergen...

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Kate McNamara @katemcnamara.bsky.social · 10/05/2026

The combination of far too many peer review requests & an explosion of frankly mediocre papers in my field of EU industrial policy/geopolitics = hard agree. The academic publishing model is broken. One upstream answer: make hiring/tenure/promotion REALLY & EXPLICITLY about quality not quantity. 👇

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Kate Mackenzie @katemac.bsky.social · 10/05/2026

Unless they’re tracking Chinese clean tech export data - which I think only Ember does consistently? - all the energy scenarios models etc are just plain wrong.

Charts showing gap between official installed solar power estimates in 6 countries vs inferred solar based on Chinese export data. Huge gaps esp in Senegal, Poland, Kenya, Namibia & PAKISTAN!!

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Bentley Allan @bentleyallan.bsky.social · 05/05/2026

On the importance of manufacturing, beyond its direct gdp and employment impact…

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Bentley Allan @bentleyallan.bsky.social · 04/05/2026

Excited to be heading to Oxford this week to attend this public event and the associated workshop on industrial policy. You can register for the online event here: www.bsg.ox.ac.uk/events/indus.... Give me a shout if you’re in Oxford and want to get together.

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Bentley Allan @bentleyallan.bsky.social · 04/05/2026

Writing a paper and just really feel like I am nailing the prose. Is my writing getting better as I get older, or does anything actually written by a human just sound better than AI syntax?

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Karl Schamotta @karl-schamotta.bsky.social · 02/04/2026

Abandon all hope, ye who enter here

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Chris Bataille @chrisbataille.bsky.social · 01/04/2026

We need to see FIDs, but Trump’s attacks on Canada may have formally ended the Biden & earlier era of 🇨🇦 allegiance to the North American business model of ICE SUVs and trucks, with a fast transition towards the global trend to Chinese based transnational EV makers.

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Adam Radwanski @aradwanski.bsky.social · 01/04/2026

Whether or not you think Fortress North America was a good idea, Canada tried pitching it in the early months of Trump II, got cross-border economic warfare in return, and here we are.

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Bentley Allan @bentleyallan.bsky.social · 01/04/2026

“Electrification will be the shock absorber” Dr. Tim Sahay and the @nzpolicylab.bsky.social in the NYT today.

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Bentley Allan @bentleyallan.bsky.social · 01/04/2026

One of those things that just would not be happening without Trump. Biden had closed ranks on China, but with chaos in the WH, countries like Canada look to hedge.

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Bentley Allan @bentleyallan.bsky.social · 29/03/2026

Time to check in on American Hegemony

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Maximilian Mayer @maximilianiras.bsky.social · 29/03/2026

Jensen Huang: US robotics industry will have to rely on China’s supply chain: “... because their microelectronics, motors, rare earth and magnets – which are foundational to robotics – are the world’s best. So ... our robotics industry relies deeply on their ecosystem and their supply chain”

scmp.com

Nvidia’s Huang calls China ‘formidable’ in robotics as firm bets on physical AI

China’s microelectronics, motors, rare earth and magnets – which are foundational to robotics – are the world’s best, says Huang.

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Nils Gilman @nilsgilman.bsky.social · 23/03/2026

The central faultline of the emerging post-liberal international order will be a geopolitical struggle over what metabolic-industrial system will dominate the 21st century — with smaller powers struggling to avoid total alignment with either bloc. My latest: foreignpolicy.com/2026/03/23/c...

foreignpolicy.com

The New Metabolic World Order

Opposing the petrostates will be the Green Entente.

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Bentley Allan @bentleyallan.bsky.social · 14/03/2026

If I was Arsenal I would just win all the remaining games.

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