Bentley Allan
@bentleyallan.bsky.social
Professor at Johns Hopkins University: climate, energy, industrial policy, geopolitics.
Hats: Net Zero Industrial Policy Lab ⚡️// Carnegie Endowment 🌐 // Transition Accelerator 🇨🇦
Hats: Net Zero Industrial Policy Lab ⚡️// Carnegie Endowment 🌐 // Transition Accelerator 🇨🇦
Another preview from our concurrent launch at COP featuring senior fellows Ishana Ratan and Catherine Goldberg. A proud day. Tune in next week to learn more.
November 13, 2025 at 9:36 PM
Another preview from our concurrent launch at COP featuring senior fellows Ishana Ratan and Catherine Goldberg. A proud day. Tune in next week to learn more.
CICE is a novel tool that policymakers, firms, and experts can use to better understand global competitiveness across 10 clean energy value chains. It both identifies specific opportunities for all countries, and helps to identify where strategic investments would strengthen competitiveness.
November 13, 2025 at 9:31 PM
CICE is a novel tool that policymakers, firms, and experts can use to better understand global competitiveness across 10 clean energy value chains. It both identifies specific opportunities for all countries, and helps to identify where strategic investments would strengthen competitiveness.
More details from me, here: transitionaccelerator.ca/blog/catalyz...
Catalyzing Demand: Critical Minerals and Canada’s G7 Leadership
Canada made a significant move on Friday by issuing an important critical minerals announcement at the close of the G7. The key innovation here is the use of direct government offtakes by the Governme...
transitionaccelerator.ca
November 5, 2025 at 10:38 AM
More details from me, here: transitionaccelerator.ca/blog/catalyz...
Put this one next to MP Materials as the creative use of demand-side tools. In this way, Canada has entered the global movement to create price certainty in order to de-risk supply. It has also expanded this action from rare earths to graphite. 3/3
November 5, 2025 at 2:48 AM
Put this one next to MP Materials as the creative use of demand-side tools. In this way, Canada has entered the global movement to create price certainty in order to de-risk supply. It has also expanded this action from rare earths to graphite. 3/3
Canada’s mechanism here is creative: it’s an offtake operating as a contract for difference. The offtake price works as a strike price because the government isn’t planning to take possession. Rather the miner will market on the government’s behalf, and they will share profit above the strike 50/50.
November 5, 2025 at 2:48 AM
Canada’s mechanism here is creative: it’s an offtake operating as a contract for difference. The offtake price works as a strike price because the government isn’t planning to take possession. Rather the miner will market on the government’s behalf, and they will share profit above the strike 50/50.
Reposted by Bentley Allan
Our Hopkins NZIPL work will be featured in Tooze LRB lecture tonight , here is a preview adamtooze.substack.com/p/chartbook-...
October 27, 2025 at 9:49 PM
Our Hopkins NZIPL work will be featured in Tooze LRB lecture tonight , here is a preview adamtooze.substack.com/p/chartbook-...
China is offering countries geopolitical autonomy from the West and a modernist vision of the future that Ethiopians and others find compelling. This is now driving the energy transition.
www.noemamag.com/the-new-geop...
www.noemamag.com/the-new-geop...
The New Geopolitics Of The Green Transition | NOEMA
The only path forward for tackling the climate crisis hinges on cooperative industrial strategies to coordinate clean energy investment and infrastructure development.
www.noemamag.com
October 21, 2025 at 12:21 PM
China is offering countries geopolitical autonomy from the West and a modernist vision of the future that Ethiopians and others find compelling. This is now driving the energy transition.
www.noemamag.com/the-new-geop...
www.noemamag.com/the-new-geop...
The result: diminished U.S. geopolitical standing and another country on the ramp to the energy transition. China gets another client, in both senses of the term. And now China can use that relationship to broader geoeconomic ends. 4/5
October 21, 2025 at 12:19 PM
The result: diminished U.S. geopolitical standing and another country on the ramp to the energy transition. China gets another client, in both senses of the term. And now China can use that relationship to broader geoeconomic ends. 4/5
This would enable Ethiopia to claim manufacturing progress at home and reduce its foreign currency expenditures on diesel and gasoline—a win-win for Ethiopia. 3/5
October 21, 2025 at 12:19 PM
This would enable Ethiopia to claim manufacturing progress at home and reduce its foreign currency expenditures on diesel and gasoline—a win-win for Ethiopia. 3/5
Ethiopia, among others, started working more closely with China. China offered Ethiopia an EV assembly factory which would be supported by a ban on ICE vehicle imports. 2/5
October 21, 2025 at 12:19 PM
Ethiopia, among others, started working more closely with China. China offered Ethiopia an EV assembly factory which would be supported by a ban on ICE vehicle imports. 2/5