Nils Kupzok

@nilskupzok.bsky.social

Political Scientist @ Columbia University. Climate, Energy, and Industrial Policy. https://www.nilskupzok.com

People like to think that Trump/Iran/China are causing an inevitable and speedy energy transition around the world. The truth is more bitter especially if you look in mid powers in the Global South. South Africa, for example, already a coal giant, is letting MNCs explore offshore oil big time. 1/2

South Africa's offshore oil push meets grassroots resistance in court

Two court cases against oil majors TotalEnergies and Shell could derail South Africa's plan to expand offshore fossil fuels

climatechangenews.com

1/ The USMCA — nearly $2 trillion in annual North American trade — hits its renewal deadline July 1. US-Mexico talks only started in May, with a third round scheduled for July 20. A decision by July 1 is not happening.

I am restarting my Bill Connolly thread: he was not afraid to coin new terms!! He flooded the zone with cool concepts. I’m on a panel honoring his work at APSA (lab day wkend) and have returned to read him again. His work will frame my book on Austin and, reading him on Deleuze on Jerry Lewis … /1

Bonnie Honig@bonniehonig.bsky.social · 6mo ago

15/ “agonistic respect, critical responsiveness, branded contingencies, nontheistic gratitude, pluralization, the evangelical/capitalist resonance machine, the visceral register of cultural life, emergent causality [are] cluster concepts w/ “tensions & interdependencies”

War → energy shock → inflation. This time: Iran. But we saw this already after Russia invaded Ukraine. Back then, the shock ignited some big debates on monetary autonomy and dollar dominance In a new paper w/@palmapolyak.bsky.social we go back to that moment. A short thread👇

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The arc of the scenario universe is long, but it bends inevitably toward more realistic emissions. A new paper outlining the emissions scenarios we will be using in the upcoming IPCC AR7 report notes that "the CMIP6 high emission levels (quantified by SSP5-8.5) have become implausible".

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The AI datacenter buildout is huge compared to past projects like the interstate highway system, the Apollo program, and the US railroad boom. But its still modest compared to global clean energy investment or oil and gas investment:

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After months of wrangling and an epic list of delays, the Commission has finally released its Industrial Accelerator Act. This could turn into one of the EU’s most consequential industrial policy files in years - and the proposal is honestly not a bad place to start. Some quick thoughts:

Bill Connolly died yesterday and he was one of the good ones. It kills me that he was taken while our politics are like this. He deserved to outlive the bastards. I guess we’ll have to take it from here. But let me say: for depth of understanding, empathy & moral clarity, this man had few rivals /1

William E. Connolly Obituary February 25, 2026 - Eclipse Funeral Care

View William E. Connolly's obituary, send flowers, find service dates, and sign the guestbook.

eclipsefunerals.com

With great sadness, I learned of the passing of William E. Connolly yesterday, one of the most influential political theorists of our time. Bill was one of my most important mentors. He pushed me to study climate change when others discouraged me and when there was little interest in the subject ...

If the US wants to regain industrial strength, it must learn from China’s approach to A.I./robotics. Treat it as factory infrastructure that policy must help deploy, not just research tech that lives in data centers. ⬇️⬇️⬇️

Jonas Nahm@jonasnahm.com · 6mo ago

China automates while America hesitates. I have a piece in the NYT today arguing that America's strategy to compete with China in manufacturing is fundamentally misconceived — and that we're heading toward a reckoning we're not prepared for. 1/ www.nytimes.com/2026/02/24/o...