The United States has been building public institutions to promote cleantech commercialization since the 1970s oil crisis. The ascent of new industrial policy has accelerated this process substantially since 2020, resulting in a doubling of the total number of institutions by 2024. Introducing a dataset of 122 institutions, we show how institutions perform five functions: goal setting, coordination, derisking, imposing discipline, and external engagement. Further, we demonstrate how post-2020 institutions extend and diverge from historical trends, highlighting the recent buildout of planning capacity, the widespread use of conditionalities, and the pivot toward engagement with local and non-firm actors. We conclude with an analysis of how the second Trump administration is transforming the cleantech commercialization system through retrenching, redesigning, repurposing, and maintaining institutions. We offer a bottom-up, institution-level examination of the emergence and evolution of state capacity for green industrial policy in the United States, its functions, and current developments.

About the authors

Em Finkelstine

Ph.D. Candidate, Environmental Science, Policy, and Management

Jonas Meckling

Research Lead, Climate

Jonas Meckling is a professor of energy and environmental policy at the University of California, Berkeley. At Berkeley, he leads theĀ Energy and Environment Policy Lab and the Climate research program of the Berkeley Economy & Society Initiative.

Meckling studies the politics of climate policy and the energy transition, with a focus on the intersection of climate and economic policy. He is the author of two books and publishes his research in leading journals, including Nature and Science. He has received multiple awards for his research from the American Political Science Association.

Previously, he was visiting professor at Harvard Business School and Yale University, served as senior advisor to the German Minister for the Environment and Renewable Energy, was a research fellow at Harvard Kennedy School, and worked at the European Commission. He holds a Ph.D. from the London School of Economics.