* Very quick transition from manufacturing policy to energy and then climate change. First mention: Boehner sat on his hands.

* Most elaborate use of weather evidence to support climate change challenge than I think Obama has ever used.

* Very blunt threat to use executive powers to deal with climate change. This will be very, very big GOP shrieking point tonight and tomorrow.

* Hint at approval of Keystone XL? Hard to say.

* “Energy efficiency” un-sexy, but 20-year goal helps.

* Good if anecdotal citation of private-sector support for infrastructure investment.

* “Fix-it First”–baby stimulus effort?

* Housing Refi bill no great shakes, but challenge to GOPers for holding it up pretty strong.

* Now into education. “Partnership with states for quality pre-school” feels very 1990s, but that’s where we are.

* “Race To Top” apparently the model for some sort of new challenge grants for high school/community college joint enrollment.

* This is about the third time Obama has taken a run at higher ed inflation, but threat of grant cuts, and the college “scorecard,” sound new to me.

Now he’s into immigration reform, so I’ll start another thread.

Ed Kilgore

Ed Kilgore is a political columnist for New York and managing editor at the Democratic Strategist website. He was a contributing writer at the Washington Monthly from January 2012 until November 2015, and was the principal contributor to the Political Animal blog.