Garphil Julien (@GarphilJ) header
Garphil Julien (@GarphilJ) profile picture

Garphil Julien

@GarphilJ

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

 NYC
Joined June 2019
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  • Followers422
2Media
Photo by Garphil Julien (@GarphilJ)Photo by Garphil Julien (@GarphilJ)
Garphil Julien retweeted
Sandeep Vaheesan (@sandeepvaheesan) profile picture
Sandeep Vaheesan@sandeepvaheesanJul 4
One reason the United States doesn't have adequate transmission capacity to move power within and between regions: Generators profit from market segmentation and fight new transmission projects
Image from Sandeep Vaheesan (@sandeepvaheesan)
Simon Mahan (@SimonMahan) profile pictureSimon Mahan
@SimonMahanJul 2
PJM is on the struggle bus.
Image from Simon Mahan (@SimonMahan)
Image from Simon Mahan (@SimonMahan)
Image from Simon Mahan (@SimonMahan)
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Garphil Julien retweeted
Grayson Flood (@grayson_flood) profile picture
Grayson Flood@grayson_floodJun 19
Seeing a lot of people RT this to dunk on data center skeptics without engaging with the part that says "We caution that future supply constraints could reverse the effect." The solution isn't just to build out supply, it's also to build out demand strategically and efficiently.
Patrick Hedger (@pat_hedger) profile picturePatrick Hedger
@pat_hedgerJun 19
Your power bill is two parts: what you use and the fixed costs of the grid. Data centers subsidize the latter. The number one complaint about data centers is a fabrication designed to use data centers as a scapegoat for other bad policies and hobble America’s competitiveness.
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Garphil Julien retweeted
Chris Bataille (@bataille_chris) profile picture
Chris Bataille@bataille_chrisMar 13
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.
Canary Media (@CanaryMediaInc) profile pictureCanary Media
@CanaryMediaIncMar 13
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…
Clean cement startup Sublime cuts jobs after Trump pulled funding

Clean cement startup Sublime cuts jobs after Trump pulled funding

Sublime Systems lays off two-thirds of its staff months after pausing work on a planned Massachusetts factory, following the loss of an $87 million…

canarymedia.com
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Garphil Julien retweeted
Washington Monthly (@monthly) profile picture
Washington Monthly
@monthlyJan 19
If the Supreme Court Nixes Trump’s Tariffs, Could a Carbon Duty Save Him? @GarphilJ washingtonmonthly.com/2026/0…
If the Supreme Court Nixes Trump’s Tariffs, Could a Carbon Duty Save Him?

If the Supreme Court Nixes Trump’s Tariffs, Could a Carbon Duty Save Him?

A carbon tax could help the president restore many of the tariffs he imposed last year should the justices strike them down.

washingtonmonthly.com
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Garphil Julien retweeted
Charles Hua (@charlesxhua) profile picture
Charles Hua
@charlesxhua6 Nov 2025
We’re entering a new politics of electricity in America.
Jaron Zhou (@ZhouJaron) profile pictureJaron Zhou
@ZhouJaron6 Nov 2025
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
NewsWire (@NewsWire_US) profile picture
NewsWire
@NewsWire_US5 Nov 2025
Democrats flip two Public Service Commission seats in Georgia, first victories in 25 years
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Breaking: Democrats flip two Public Service Commission seats in Georgia, the first victories in 25 years.
Image from No Lie with Brian Tyler Cohen (@NoLieWithBTC)
Image from No Lie with Brian Tyler Cohen (@NoLieWithBTC)
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Garphil Julien retweeted
Charles Hua (@charlesxhua) profile picture
Charles Hua
@charlesxhua14 Jul 2025
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
Image from Charles Hua (@charlesxhua)
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Garphil Julien retweeted
Charles Hua (@charlesxhua) profile picture
Charles Hua
@charlesxhua12 Jul 2025
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…
Requests for utility rate hikes reach $29B in 2025 – report

Requests for utility rate hikes reach $29B in 2025 – report

The rate increases are unlikely to slow down in the second half of 2025, PowerLines said in a July 10 report.

spglobal.com
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Garphil Julien retweeted
Charles Hua (@charlesxhua) profile picture
Charles Hua
@charlesxhua23 Apr 2025
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…
PowerLines (@powerlinesorg) profile picturePowerLines@powerlinesorg23 Apr 2025
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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In our new cover story @monthly, @WeisbergNate and I offer some tough love to the Democrats’ most buzzed about policy movement, the “abundance liberalism“ of @ezraklein, @mattyglesias, @JerusalemDemsas, @MarcDunkelman, @DKThomp, @YAppelbaum and others/1 washingtonmonthly.com/2025/0…
The Meager Agenda of Abundance Liberals

The Meager Agenda of Abundance Liberals

What the Abundance Liberals and the Democratic Party’s most buzzed-about policy movement get right—and wrong.

washingtonmonthly.com
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americanaffairsjournal.org/2… When it comes to industrial policy, one question we need to be asking ourselves is: how can we ensure industrial policies advance principles of industrial democracy?
Evaluating Financing Models for Small and Medium Manufacturers - American Affairs Journal

Evaluating Financing Models for Small and Medium Manufacturers - American Affairs Journal

The Weirton Steel mill produced half of the world’s steel in 1950 and nearly 20 percent by 1970. By the later 1970s, imports of steel from foreign nations were flooding U.S. markets and boxing out...

americanaffairsjournal.org
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New financing models that encourage not only employee ownership but also participatory decision making as well as efforts to prevent the roll ups and shutdowns of these firms is pivotal for any sort of industrial policy in the U.S. to be successful.
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I discuss this in the new edition of .@AmericanAffrs. americanaffairsjournal.org/2…
Evaluating Financing Models for Small and Medium Manufacturers - American Affairs Journal

Evaluating Financing Models for Small and Medium Manufacturers - American Affairs Journal

The Weirton Steel mill produced half of the world’s steel in 1950 and nearly 20 percent by 1970. By the later 1970s, imports of steel from foreign nations were flooding U.S. markets and boxing out...

americanaffairsjournal.org
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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…

Trump’s Panama Canal plan is another loser for America’s maritime industry

Thanks to deregulatory, laissez faire maritime policy, the U.S. has abandoned the oceans, allowing China and foreign shipping corporations full control over our channels of commerce.

thehill.com
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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…
The Corner Newsletter: Fixing U.S. Steel Requires a Plan. Does Trump Have One? ( January 31st,...

The Corner Newsletter: Fixing U.S. Steel Requires a Plan. Does Trump Have One? ( January 31st,...

In this issue, we discuss how Biden blocked Nippon Steel’s takeover of U.S. Steel. Now the Trump team has to figure out how to save the tottering corporation, and America’s broader steel industry.

openmarketsinstitute.org
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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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NEW from Open Markets fellow @GarphilJ: Fixing U.S. Steel Requires a Plan. Does Trump Have One? openmarketsinstitute.org/pub…
The Corner Newsletter: Fixing U.S. Steel Requires a Plan. Does Trump Have One? ( January 31st,...

The Corner Newsletter: Fixing U.S. Steel Requires a Plan. Does Trump Have One? ( January 31st,...

In this issue, we discuss how Biden blocked Nippon Steel’s takeover of U.S. Steel. Now the Trump team has to figure out how to save the tottering corporation, and America’s broader steel industry.

openmarketsinstitute.org
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