The Polycrisis is a newsletter on geopolitics and climate, by Tim Sahay and Kate Mackenzie.

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Disaster and Constraint

Disaster and Constraint

Cascading disasters and rising borrowing costs

By Kate Mackenzie, Tim Sahay, Advait Arun —

Mid-distance photo of a petrol station, probably in the UK, with a couple of white vehicles, at night
Dispatch

Programming notes

Bond yields, energy subsidies and catastrophes -- and AI

By Kate Mackenzie, Tim Sahay —


A Canadian flag flying against a blue sky in Windsor, Canada.
Dispatch

Trade wars are EV wars

Trade wars and EV tech transfer in the Americas

By Kate Mackenzie, Tim Sahay —


Green Industrial Strategy in Africa
Essays

Green Industrial Strategy in Africa

The continent’s industrial development agenda for the 21st century

By Kate Mackenzie, Tim Sahay —


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Recent


Smelling the Roses in Beijing | Demand Destruction | 04
Podcasts

Smelling the Roses in Beijing | Demand Destruction | 04

US-China diplomatic stabilization during the Middle East war

By Tim Sahay, Kate Mackenzie —


aerial photo of Dubai coastline with hazy sky background and burj al arab
Podcasts

Gulf drama kings | Demand Destruction | 02

Oil or geopolitics; same same

By Tim Sahay, Kate Mackenzie —



The US counterrevolution | Electric World Order | 05
Podcasts

The US counterrevolution | Electric World Order | 05

Coalitions --> bottomless mimosas --> backlash ---> hydrocarbon projection

By Tim Sahay, Kate Mackenzie —


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Cover artwork for the Polycrisis' podcast

Listen to the Polycrisis' Electric World Order podcast here.