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Jonas Nahm

@jonasnahm.com
19K followers 1K following 1.8K posts

Associate Professor at Hopkins/SAIS. Former White House industrial strategy economist. Industrial policy, trade, climate, economic security. Views my own. DC | HNL. 🏳️‍🌈

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Jonas Nahm @jonasnahm.com · 16/05/2026
1/ 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-...
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Jonas Nahm @jonasnahm.com · 03/05/2026
Spring in Beijing
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Jonas Nahm @jonasnahm.com · 24/10/2025
Industrial 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
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Jonas Nahm @jonasnahm.com · 01/10/2025
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Jonas Nahm @jonasnahm.com · 17/09/2025
Happy Samin day to those who celebrate :)
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Jonas Nahm @jonasnahm.com · 05/09/2025
👀 www.wsj.com/economy/jobs...
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Jonas Nahm @jonasnahm.com · 02/09/2025
18/18 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...
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Jonas Nahm @jonasnahm.com · 26/08/2025
Intel 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...
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Jonas Nahm @jonasnahm.com · 10/08/2025
Looking at 1913 tariff rates hits different when you realize we're doing the exact same thing right now.
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Jonas Nahm @jonasnahm.com · 29/07/2025
Not 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...
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Jonas Nahm @jonasnahm.com · 12/07/2025
Just back from Shanghai where you can now buy phones and cars in the same store as electronics firms push into EVs.
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Jonas Nahm @jonasnahm.com · 01/05/2025
Did not see this coming.
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Jonas Nahm @jonasnahm.com · 28/04/2025
👀
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Jonas Nahm @jonasnahm.com · 25/04/2025
China tweet
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Jonas Nahm @jonasnahm.com · 25/04/2025
Conversations with your imaginary friend. www.nytimes.com/2025/04/25/u...
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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...
consumer sentiment
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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...
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Jonas Nahm @jonasnahm.com · 13/04/2025
We believe in the importance of manufacturing, for others.
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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."
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Jonas Nahm @jonasnahm.com · 08/04/2025
More turbulence ahead for trade and shipping. USTR expected to impose sharp docking fees for China-made ships starting April 17.
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Jonas Nahm @jonasnahm.com · 07/04/2025
So 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.
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Jonas Nahm @jonasnahm.com · 07/04/2025
www.nytimes.com/2025/04/03/u...
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Jonas Nahm @jonasnahm.com · 03/04/2025
The 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.
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Jonas Nahm @jonasnahm.com · 02/04/2025
Happy Liberation Day to those who celebrate!
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Jonas Nahm @jonasnahm.com · 02/04/2025
Economic uncertainty index hits record high, beats covid lockdown levels. Not the climate you want if your plan is large-scale domestic reindustrialization.
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Jonas Nahm @jonasnahm.com · 28/03/2025
Canadian govt placing ads all over DC.
X
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Jonas Nahm @jonasnahm.com · 27/03/2025
👀
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Jonas Nahm @jonasnahm.com · 13/03/2025
This is where I draw the line.
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Jonas Nahm @jonasnahm.com · 05/03/2025
Morning reading for no reason whatsoever.
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Jonas Nahm @jonasnahm.com · 04/03/2025
Me watching the tariff announcements roll in:
Gwyneth smoking
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Jonas Nahm @jonasnahm.com · 04/03/2025
Helpful summary of where things stand this morning. Retaliation not included.
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Jonas Nahm @jonasnahm.com · 27/02/2025
This 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.
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Jonas Nahm @jonasnahm.com · 25/02/2025
Even a "Kenya coalition" (Union+SPD+Greens) would struggle in the East - only securing majorities in parts of Berlin and Brandenburg. 12/
coalition support
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Jonas Nahm @jonasnahm.com · 25/02/2025
Perhaps 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/
migration and vote results
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Jonas Nahm @jonasnahm.com · 25/02/2025
AfD 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/
graph
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Jonas Nahm @jonasnahm.com · 24/02/2025
"possibly"
long live the real king
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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.
BETRAYED
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Jonas Nahm @jonasnahm.com · 02/02/2025
Good afternoon from Germany, where offshore wind is still a thing. 🥰
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Jonas Nahm @jonasnahm.com · 27/01/2025
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Jonas Nahm @jonasnahm.com · 25/01/2025
Looks like Musk is a green badger after all. Ouch.
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Jonas Nahm @jonasnahm.com · 25/01/2025
The kids are alright.
The kids are alright
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Jonas Nahm @jonasnahm.com · 22/01/2025
But I'm glad we are doubling down on oil and gas, the industries of the future.
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Jonas Nahm @jonasnahm.com · 21/01/2025
I 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.
Nio exteriorNio interiorNio interiorBattery swap
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Jonas Nahm @jonasnahm.com · 21/01/2025
Happy 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?
emergency price relief
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Jonas Nahm @jonasnahm.com · 14/01/2025
Walking 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.
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Jonas Nahm @jonasnahm.com · 12/01/2025
When people tell you who they are, believe them. www.ft.com/content/c6dc...
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Jonas Nahm @jonasnahm.com · 08/01/2025
Good morning, Singapore.
Singapore harbor
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Jonas Nahm @jonasnahm.com · 02/01/2025
Happy New Year everyone
Picture of the Golden Gate Bridge
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Jonas Nahm @jonasnahm.com · 18/12/2024
We 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...
"SAIS invites applications for a faculty position in international affairs. The faculty appointment will be an endowed chair as a professor of practice or at any level on the tenure track. The ideal candidate is an established leader who has extensive experience with practice and scholarship in international affairs, with a particular emphasis on emerging technologies. The position is ideal for an entrepreneurial policy scholar with a proven track record of building ambitious international partnerships."

This one could be anything from a tenured position to a professor of practice, so don't hesitate to apply if you are amazing.
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Jonas Nahm @jonasnahm.com · 12/12/2024
Turns 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...
manufacturing difficulties for postal trucks
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