Bentley Allan @bentleyallan.bsky.social · 7hHow not to do industrial strategy: make all your upstream inputs from steel to energy to components more expensive. 040
Reposted by Bentley AllanAdam Radwanski @aradwanski.bsky.social · 07/10/2026Cleveland Cliffs’s CEO continuing to reveal himself as a cartoon villain is, while horrible for his Canadian employees and customers, a service to anyone preaching greater scrutiny of Americans who buy our assets. www.theglobeandmail.com/business/art...theglobeandmail.comStelco’s exit from galvanized steel leaves big Canadian buyer baffled and in the lurchCascadia Metals recently invested $30-million in a plant expansion that was specifically set up to buy from the domestic supplier 22513
Bentley Allan @bentleyallan.bsky.social · 29/09/2026And 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. 0112
Bentley Allan @bentleyallan.bsky.social · 29/09/2026AND HERE cmfdi.netzeropolicylab.com/docs/cm-fdi-...cmfdi.netzeropolicylab.com 000
Bentley Allan @bentleyallan.bsky.social · 29/09/2026CLICK HERE cmfdi.netzeropolicylab.comcmfdi.netzeropolicylab.comCM-FDI — Cleantech Manufacturing FDITwo decades of capital, mapped to where the clean economy is actually being built. 926 projects, US$579B, 65 host economies. 100
Bentley Allan @bentleyallan.bsky.social · 29/09/2026oh hey that's us in @alanbeattie.bsky.social's Trade Secrets 173
Reposted by Bentley AllanBentley Allan @bentleyallan.bsky.social · 24/09/2026cmfdi.netzeropolicylab.com/explorer.htmlcmfdi.netzeropolicylab.comCM-FDI Explorer — Cleantech Manufacturing FDI | Net Zero Industrial Policy Lab 001
Bentley Allan @bentleyallan.bsky.social · 26/09/2026Important 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. 0113
Bentley Allan @bentleyallan.bsky.social · 24/09/2026cmfdi.netzeropolicylab.com/explorer.htmlcmfdi.netzeropolicylab.comCM-FDI Explorer — Cleantech Manufacturing FDI | Net Zero Industrial Policy Lab 001
Bentley Allan @bentleyallan.bsky.social · 24/09/2026You 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. 122
Bentley Allan @bentleyallan.bsky.social · 18/09/2026Here’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. 031
Bentley Allan @bentleyallan.bsky.social · 18/09/2026Actually lots to learn about substitution and the history of REE in the piece, but ultimately Lovins has missed that prices crashed precisely because of Chinese mining policy in the 2010s, not because of geology. Refining rare earths is actually hard! 011
Bentley Allan @bentleyallan.bsky.social · 18/09/2026Time to check in on this 2017 call to not worry about rare earths because substitution and efficiency gains will resolve all the problems... 131
Bentley Allan @bentleyallan.bsky.social · 17/09/2026Europe 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. 071
Bentley Allan @bentleyallan.bsky.social · 17/09/2026Europe 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. 110
Reposted by Bentley AllanBentley Allan @bentleyallan.bsky.social · 03/09/2026Yet 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. 111
Bentley Allan @bentleyallan.bsky.social · 03/09/2026Delighted 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. 030
Bentley Allan @bentleyallan.bsky.social · 03/09/2026More details from Bloomberg www.bloomberg.com/news/article... 000
Bentley Allan @bentleyallan.bsky.social · 03/09/2026Yet 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. 111
Bentley Allan @bentleyallan.bsky.social · 03/09/2026Tattooing that on every limb “All’s fair in love and transformative industrial policy” 040
Reposted by Bentley AllanChris Bataille @chrisbataille.bsky.social · 03/09/2026Also, whatever Chinese tech was begged, borrowed or stolen to make it, in love, war and transformative industrial policy, if you succeed ... it’s fine. 141
Bentley Allan @bentleyallan.bsky.social · 02/09/2026It is building alternative institutions, e.g. a payment system, and offering manufacturing value-added to many states who respond strategically to its FDI push. Just small steps, but China is heading down this road. 010
Reposted by Bentley AllanJudah Grunstein @judah-grunstein.bsky.social · 01/09/2026This 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. 1102
Bentley Allan @bentleyallan.bsky.social · 01/09/2026Hegemony is not just based on power. It is leadership and leaders need followers. 030
Reposted by Bentley AllanKen Schultz @kschultz.bsky.social · 12/08/2026Colby 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. 3508
Bentley Allan @bentleyallan.bsky.social · 17/07/2026I touch on the origins of problems here: www.cambridge.org/core/journal... The paper has cites to @charlicarpenter.bsky.social @jenniferhadden.bsky.social and others who’ve worked on the processes you’re touching on.cambridge.orgProducing the Climate: States, Scientists, and the Constitution of Global Governance Objects | International Organization | Cambridge CoreProducing the Climate: States, Scientists, and the Constitution of Global Governance Objects - Volume 71 Issue 1 020
Reposted by Bentley AllanJoey Politano🏳️🌈 @josephpolitano.bsky.social · 01/07/2026American 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 16353154
Reposted by Bentley AllanAlondra Nelson @alondra.bsky.social · 25/06/2026A 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. 33318
Bentley Allan @bentleyallan.bsky.social · 24/06/2026The 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. 020
Bentley Allan @bentleyallan.bsky.social · 24/06/2026A 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. 000
Bentley Allan @bentleyallan.bsky.social · 16/06/2026And they retain the right to toll the straight 010
Bentley Allan @bentleyallan.bsky.social · 12/06/2026How to tell you’re getting beat by someone with more strategic flexibility than you 031
Reposted by Bentley AllanSeva @seva.bsky.social · 02/06/2026no we do not hegemon.substack.com/p/do-we-have... 5333
Bentley Allan @bentleyallan.bsky.social · 19/05/2026They did not choose this strategy, but they got it done! COYG!!! 010
Bentley Allan @bentleyallan.bsky.social · 19/05/2026Love Saka’s mirror neuron hop to match Kai’s climb. One-nil to the Arsenal! 000
Reposted by Bentley AllanJustin Mikulka @justinmikulka.bsky.social · 13/05/2026Javier 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.comChina's Invisible Hand Is Rebalancing the Oil MarketFacing 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... 2194
Bentley Allan @bentleyallan.bsky.social · 11/05/2026but how will I know quality if I don’t outsource my judgment to prestige journals? 110
Reposted by Bentley AllanKate McNamara @katemcnamara.bsky.social · 10/05/2026The 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. 👇 182
Reposted by Bentley AllanKate Mackenzie @katemac.bsky.social · 10/05/2026Unless 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. 511938
Bentley Allan @bentleyallan.bsky.social · 05/05/2026On the importance of manufacturing, beyond its direct gdp and employment impact… 052
Bentley Allan @bentleyallan.bsky.social · 04/05/2026Excited 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. 020
Bentley Allan @bentleyallan.bsky.social · 04/05/2026Writing 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? 150