Jonas Nahm @jonasnahm.com · 16/05/20261/ Amid all the hype around China's 15th FYP, worth revisiting this CTVC piece to understand how clean tech financing actually works in China — and what it means for Western strategy. www.ctvc.co/an-insiders-... 196
Jonas Nahm @jonasnahm.com · 24/10/2025Industrial 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 1278
Jonas Nahm @jonasnahm.com · 02/09/202518/18 Meg Rithmire's key insight: Industrial advancement can't make the distorted macroeconomic math work. China may create "islands of competitiveness" but without politically difficult systemic reforms the imbalances persist. Full text: online.ucpress.edu/currenthisto... 2151
Jonas Nahm @jonasnahm.com · 26/08/2025Intel immediately files with the SEC warning that Trump's government stake could kill their international sales because apparently foreign customers aren't thrilled about buying chips from America's newest state-run enterprise. www.washingtonpost.com/technology/2... 414156
Jonas Nahm @jonasnahm.com · 10/08/2025Looking at 1913 tariff rates hits different when you realize we're doing the exact same thing right now. 0152
Jonas Nahm @jonasnahm.com · 29/07/2025Not sure I agree with the notion of a 'deal' here -- these are broad framework agreements with the details yet to be worked out, and many sticking points papered over in announcements. Could fall apart quickly! www.ft.com/content/50f8... 0255
Jonas Nahm @jonasnahm.com · 12/07/2025Just back from Shanghai where you can now buy phones and cars in the same store as electronics firms push into EVs. 0160
Jonas Nahm @jonasnahm.com · 25/04/2025Conversations with your imaginary friend. www.nytimes.com/2025/04/25/u... 0152
Jonas Nahm @jonasnahm.com · 25/04/2025"A closely-watched poll of consumer morale, from the University of Michigan, has found that economic expectations have fallen by a “precipitous” 32% since January, which they say is the biggest three-month drop since the economic downturn 35 years ago." www.theguardian.com/business/liv... 0192
Jonas Nahm @jonasnahm.com · 15/04/2025"Canadian flight reservations to the US are down 70% through September versus the same period last year." www.bloomberg.com/news/article... 17723
Jonas Nahm @jonasnahm.com · 13/04/2025We believe in the importance of manufacturing, for others. 1334
Jonas Nahm @jonasnahm.com · 13/04/2025"The total number of overseas visitors travelling to the US dropped by 12 per cent year-on-year in March, the steepest decline since March 2021 when the travel sector was reeling from pandemic restrictions, according to the ITA data." 162
Jonas Nahm @jonasnahm.com · 08/04/2025More turbulence ahead for trade and shipping. USTR expected to impose sharp docking fees for China-made ships starting April 17. 0113
Jonas Nahm @jonasnahm.com · 07/04/2025So this is where we are at. In addition to suffering through the turmoil caused by the President's economic policies, countries can "simply write checks to the Treasury" to rebalance the global economy. 3215
Jonas Nahm @jonasnahm.com · 03/04/2025The tariffs are not helping with the energy dominance agenda. Making renewables more expensive will make it harder to meet growing energy demand. Great figure from Semafor this morning. 43013
Jonas Nahm @jonasnahm.com · 02/04/2025Economic uncertainty index hits record high, beats covid lockdown levels. Not the climate you want if your plan is large-scale domestic reindustrialization. 0375
Jonas Nahm @jonasnahm.com · 04/03/2025Helpful summary of where things stand this morning. Retaliation not included. 3329
Jonas Nahm @jonasnahm.com · 27/02/2025This poster is all over London bus stops. I’m not judging people’s decisions I’m just saying Elon is a factor in people’s decision making and they have other EVs they can buy. 120
Jonas Nahm @jonasnahm.com · 25/02/2025Even a "Kenya coalition" (Union+SPD+Greens) would struggle in the East - only securing majorities in parts of Berlin and Brandenburg. 12/ 120
Jonas Nahm @jonasnahm.com · 25/02/2025Perhaps most telling: AfD's strongest results came in districts with the LOWEST percentage of foreign residents. Where more immigrants live, AfD performs poorly and CDU leads. 10/ 151
Jonas Nahm @jonasnahm.com · 25/02/2025AfD isn't just an East German phenomenon - they're the second-place party in many southern and western districts. Their highest result: 47% in Görlitz (Saxony). 3/ 100
Jonas Nahm @jonasnahm.com · 21/02/2025"BETRAYED. First Zelensky, soon us? The radical turning away of the USA from its allies." Today's cover of the German Der Spiegel. 333481
Jonas Nahm @jonasnahm.com · 02/02/2025Good afternoon from Germany, where offshore wind is still a thing. 🥰 1623
Jonas Nahm @jonasnahm.com · 22/01/2025But I'm glad we are doubling down on oil and gas, the industries of the future. 25211
Jonas Nahm @jonasnahm.com · 21/01/2025I had fun visiting NIO in Beijing last week and watching the battery swap station add a new battery with 600 miles range in a few minutes. Beautiful design, too. 2273
Jonas Nahm @jonasnahm.com · 21/01/2025Happy executive order day everyone. You know what raises the cost of home appliances? Tariffs do! Unclear also how emergency price relief is supposed to work in housing? 0101
Jonas Nahm @jonasnahm.com · 14/01/2025Walking the streets of Beijing tonight, I keep thinking about how rare a clear night was 10 years ago, and how noisy the streets were before EVs. 01039
Jonas Nahm @jonasnahm.com · 12/01/2025When people tell you who they are, believe them. www.ft.com/content/c6dc... 418844
Jonas Nahm @jonasnahm.com · 18/12/2024We are hiring a professor for emerging technologies and policy, ideally with a focus on energy/climate/sustainability. Come join us! facultyjobs.jhu.edu/Home/Positio... 02010
Jonas Nahm @jonasnahm.com · 12/12/2024Turns out making things is hard. Only 93 of the of the 3,000 electric postal trucks originally expected by now were actually delivered. www.washingtonpost.com/business/202... 1131