Kate Mackenzie @kmac
Writer/researcher on finance, econ + climate also @[email protected] Haunts include @centrepolicydev @climate @polycrisis @phenomenalworld ex @FT katemackenzie.net Unceded Gadigal country Joined March 2007-
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Kate Mackenzie retweeted
@kmac 7/ This is what @kmac & I called the "hyperagency of consumers" thats outpacing policy or public investment & forcing govts and investors to respond. In UK heat pump orders doubled in a single month; EV and solar orders are rising worldwide. In Europe... phenomenalworld.org/analysis/dawn-…
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@TheStalwart @adam_tooze We talked about here thepolycrisis.org/gulf-drama-kin… This is the best illustration:
Kate Mackenzie retweeted
Out tomorrow.: Dawn of the Electric World Order @kmac Global shockwaves from the war on Iran are accelerating the energy transition Sign up @phenomenalworld Polycrisis newsletter here phenomenalworld.org/series/the-pol…
Kate Mackenzie retweeted
“Once a climate project, electrification is now a geopolitical insurance policy. A fossil fuel supremacist government has made oil and gas costly and unreliable—and accelerated the turn to the electric world order.” NEW column from @kmac and @70sBachchan phenomenalworld.org/analysis/dawn-…
Kate Mackenzie retweeted
Stranded countries are far more dangerous than "stranded assets" of pvt oil companies. It's Western navel gazing to only focus on latter & not powerful National Oil Companies Ep2 Polycrisis DRAMA KINGS @kmac & I chat about UAE shock OPEC exit Listen here:pod.link/1884213852
Kate Mackenzie retweeted
Also read @Equatormag equator.org great @thenation interview with its editors "Are Magazines Failing to Cover the New World Order?" ht @daniel_dsj2110 @GavJacobson thenation.com/article/cultur…
The cover story in this month's @TheAtlantic is an 11,000 word feature on which restaurant has the best free bread. The cover story in this month's @curaffairs is a deeply-reported look at the impacts of the Cuba fuel blockade on the population. Read a serious magazine.
Kate Mackenzie retweeted
@kmac On UAE shock exit from OPEC, its the economics stupid. They just want to pump more barrels than OPEC quota allowed. Now pursuing their national interest because they fundamentally believe its about gaining market share in last decades of oil on earth x.com/bencahillenerg…
Conclusion of a paper I wrote in 2021 on the UAE's changing oil strategy (link in comments). They've mulled this over for more than five years. Putting the current geopolitical issues to the side, they've been investing heavily for a decade to increase production capacity, and
Kate Mackenzie retweeted
1 in 4 Pakistani households own a solar panel. But the poorest quintile has the highest ownership (31%) vs the richest (23.7%). Not what you'd expect from an expensive technology.
Kate Mackenzie retweeted
@70sBachchan @triofrancos @aldatweets @kmac "Hormuz has main character energy" killed me
Kate Mackenzie retweeted
@kmac @polycrisis @ramez What is happening in California & Australia is a preview. Solar+Battery boom makes Gas economics worse. Petrostates and buyers should think twice about locking in new gas investments and infrastructure. All that is liquid can melt into air. x.com/alexbhturnbull…
Gas dispatch getting killed by batteries in Aus, taking prices down with it
Kate Mackenzie retweeted
"I've forgotten about climate change because i'm worried about world war" been hearing that? well, @kmac & I made a podcast on energy AND geopolitics, climate AND development. thepolycrisis.org/tag/podcasts/
Kate Mackenzie retweeted
@MkBlyth @kmac Mark Blyth gave a lecture at LSE just after we interviewed him at our new Polycrisis podcast. His talk on the future of global politics, decarbonization and the future of the dollar is simply the best I've seen. Have a listen: youtube.com/watch?v=09AY6X…
Kate Mackenzie retweeted
Had a good chat with the Polycrisis folks. Helped frame my recent LSE talk, which is here: youtube.com/watch?v=09AY6X… Podcast is shorter. Your choice.
Kate Mackenzie retweeted
🚨451. Do Not Become Addicted to Electrons (ft. Tim Sahay, Kate Mackenzie)🚨 From @polycrisis, we're joined by @kmac and @70sBachchan to chat about the war in Iran, fossil fuel demand destruction, forced energy transitions, plus much more.
Me and @70sBachchan just recorded with @machinekillspod !!
Kate Mackenzie retweeted
normies: Trump is a president for the US oligarchy! Everything he does is to enrich the ruling class! They wanted giant tax cuts and GOP gave it to them in OBBA. Oh. Oh no no no. phenomenalworld.org/analysis/war-o…
Normies: "Well, we lost 15% of the global oil supply, so I guess the price will only rise by about 15%. It's not that bad." Me:
Kate Mackenzie retweeted
@kmac and I argue: The reaction illustrates a market consensus that over-indexes on the power of finance and US military power, and under-indexes on Iran’s resolve and asymmetric chokepoint power, and the physical vulnerability of production and logistics. phenomenalworld.org/analysis/war-o…
Kate Mackenzie retweeted
Wanted: A global euro? A multi-polar world needs a multi-polar currency said Mark Carney the central banker in 2019. @kmac & I asked Shahin Vallee to look into Europe's moves against US and China. NEW: @phenomenalworld @polycrisis phenomenalworld.org/analysis/a-glo…
Kate Mackenzie retweeted
@kmac This is a great choice from Science (and photo essay) on “solar hockey stick of hope”, and countries breaking free of oil and gas dependence. IF your country's media isn't telling you about the renewables global boom, then consider why.... science.org/content/articl…
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