Industrial Policy, Supply Chains, and Trade | Fellow @openmarkets | Formerly National Economic Council @WhiteHouse46 | All opinions are my own

Joined June 2019
2 Photos and videos
Garphil Julien retweeted
This and recent layoff at Boston Metals are extremely worrying. In a few short years the US built up a huge stable of transformative industrial decarbonization startups, and it risks losing them and the future they represent to other countries or oblivion.
Clean cement startup Sublime laid off two-thirds of its workforce, just months after pausing construction of its Massachusetts factory. A federal funding rollback is to blame. canarymedia.com/articles/cle…
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Garphil Julien retweeted
We’re entering a new politics of electricity in America.
Power costs… This is why the Georgia Public Service Commission races are important, they were focused on power costs and that’s going to be a massive topic going forward.
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Garphil Julien retweeted
5 Nov 2025
Democrats flip two Public Service Commission seats in Georgia, first victories in 25 years
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Garphil Julien retweeted
Breaking: Democrats flip two Public Service Commission seats in Georgia, the first victories in 25 years.
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Garphil Julien retweeted
Cool to see @powerlinesorg debut on broadcast TV on @CBS: Thanks @CBSNews for highlighting our report on 2025 utility rate increases, which have increased 2.5x over the same time period last year. This issue is becoming mainstream, and it’s not going away. #utilitybills
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Garphil Julien retweeted
Thanks to @SPGlobal for reporting on our @powerlinesorg Q2 2025 report showing $29 billion in utility rate increase requests in the first half of 2025 already sets a record 👇 spglobal.com/market-intellig…
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Garphil Julien retweeted
We are facing an unprecedented crisis of rising utility bills — and state public utilities commissions (#PUCs) have the power to determine them. Check out new work we are unveiling today at @powerlinesorg to tackle this issue. 👇 powerlines.org/utility-bills…
Replying to @powerlinesorg
A companion report from PowerLines titled Utility Bills Are Rising released today details the growing cost of rising utility bills and includes analysis of proposed utility bill increases across the country. powerlines.org/utility-bills…
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Lakers in 6 Knicks in 7 Pacers in 7 Warriors in 5 Thunder in 5 Celtics in 4 Cavs in 6 Clippers in 6
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Garphil Julien retweeted
NEW: Our transportation policy analyst Arnav Rao explains why "Trump’s Panama Canal plan is another loser for America’s maritime industry" in a new op-ed in @TheHillOpinion Hint: The US should instead be focused jump-starting shipbuilding capacity. thehill.com/opinion/national…
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The reasons for Nippon Steel’s attempted acquisition of U.S. Steel reflect the broader issues ailing the American steel industry. These issues include the lack of demand from steel consuming industries and lack of investment into more sustainable steelmaking processes. openmarketsinstitute.org/pub…
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The Trump administration so far hasn’t offered a viable plan for the American steel industry and their lack of commitment to decarbonization of heavy industries risks making this problem much worse. I write about this in the Corner
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I argue in the .@monthly that across the board, blanket tariffs are rarely a good idea and by enacting these tariffs, the incoming Trump admin risks exacerbating existing and potential shortages. Rather, the admin should focus on targeted tariffs, like ones that address current supply chain vulnerabilities of critical goods. washingtonmonthly.com/2025/0…
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