Tim Sahay
51 posts
War on Iran
Will the US’s latest military adventure deal a blow to its fossil-fuel hegemony?
By Kate Mackenzie, Tim Sahay —
Ep 1 | The quiet revolution
How a surge of affordable Chinese clean tech is rewiring global energy.
By Kate Mackenzie, Tim Sahay —
What a time
Facing a Long And Regional War instead of the markets' Short And Contained War scenario.
By Tim Sahay, Kate Mackenzie —
The next energy crunch, maybe
Just over four years ago Russia invaded Ukraine and everything changed. Enemy oil and gas were restricted and energy suddenly became expensive and scarce.
By Tim Sahay, Kate Mackenzie —
Canada's new non-alignment
Some thoughts on Canada’s strategy to do the seemingly impossible task of decoupling from the US. Yes, it’s going to be painful, and building a coalition to endure that pain is part of Mark Carney’s plan, as demonstrated in his Davos speech.
By Tim Sahay, Kate Mackenzie —
It's about oil, no it isn't, yes it is
Re Venezuela: we are looking at the oil angle (and especially the discourse around it) and the trade-offs and assets/liabilities calculus.
By Kate Mackenzie, Tim Sahay —
Good enough?
Notable achievements and terrible features of the COP30 hosted in Brazil. Notably: it took place; and was not a debacle. Terribly: the actual location was inaccessible; China failed to show leadership.
By Kate Mackenzie, Tim Sahay —
Insurance in the Polycrisis
The future is triage on an uninsurable earth
By Kate Mackenzie, Tim Sahay —
Beyond Neoliberalism?
In search of programs, strategies, and coalitions for a new world order
By Kate Mackenzie, Tim Sahay —
BRICS in 2025
Within the BRICS group, two competing global models of energy, growth, and influence. The future of the world’s majority will be decided by the pace of the contest between green technologies and fossil fuels.
By Tim Sahay, Kate Mackenzie —
April is the Cruelest Month
Diversification and dedollarization in the world economy
By Kate Mackenzie, Tim Sahay —
Molecules of Freedom
The hydra-headed global market for liquified natural gas
By Kate Mackenzie, Tim Sahay —
Europe Enters Its Metal Era
What kind of Europe survives a fractured transatlantic military alliance?
By Kate Mackenzie, Tim Sahay —
Polycrisis 2025
Diplomacy, finance, and extraction in the year ahead
By Kate Mackenzie, Tim Sahay, Lara Merling —
The Contest to Shape “Country Platforms”
IMF reforms and Bangladesh’s revolt
By Kate Mackenzie, Tim Sahay —
The View From Nairobi-Washington
Debt, austerity, and Kenya’s global positioning
By Tim Sahay, Kate Mackenzie —
New World Order?
Lender(s) of last resort, dollar dominance, and the global financial safety net
By Kate Mackenzie, Tim Sahay —
Brand New India
An interview with Ravinder Kaur on the BJP’s “India Shining” campaign, Hindu nationalist designs, and globalist visions
By Tim Sahay —
Governing the Climate
An interview with Navroz Dubash on COP28, the history of international climate diplomacy, and the developmentalist turn in climate politics
By Tim Sahay —
October War
An interview with Guy Laron on the Gaza War, failure of the Netanyahu doctrine, and risks of Middle east conflagration
By Tim Sahay —
Oil and Politics in the Mid-Transition
A discussion on the geopolitics of a transitioning global energy system.
By Tim Sahay, Kate Mackenzie —
Defining Bidenomics
Industrial policy, labor, and the New Cold War
By Ted Fertik, Tim Sahay —
Grievance and Reform
Will the BRICS bargaining chip bear fruit for smaller and lower-income countries?
By Kate Mackenzie, Tim Sahay —
Global Boiling
Stocks and flows, action and inaction in the planetary impasse
By Kate Mackenzie, Tim Sahay —
Washington-Paris-London Calling
Modi, Mottley, Zelenskyy’s attempts to change the existing world order
By Kate Mackenzie, Tim Sahay —
Carbon Budget versus Fiscal Budget
What’s at stake in the fiscal rules debate?
By Kate Mackenzie, Tim Sahay —
Mottley in Paris, Modi in DC
Prospects for the Summit for a New Global Financing Pact
By Kate Mackenzie, Tim Sahay —
Friends With (Metal) Benefits
Australia’s bid for “friendshoring” in the shifting green world order
By Kate Mackenzie, Tim Sahay —
A New Foreign Policy
Understanding the “New Washington Consensus”
By Kate Mackenzie, Tim Sahay —
The End of the Cold Peace
Can the Asian growth miracle survive?
By Kate Mackenzie, Tim Sahay —
The Gigantic Austerity Drive Underway
Two billion people are suffering austerity as governments follow IMF diktat
By Kate Mackenzie, Tim Sahay —
Mercantilist Deals of the Great Powers
Decoupling from China is an uphill task in both the global North and the global South
By Kate Mackenzie, Tim Sahay —
Stranded Countries and Stranded Assets
Outsourcing the energy transition to the Gulf
By Kate Mackenzie, Tim Sahay —
Cash, Cars, Chemicals (and Corn)
Three big decarbonization plots
By Kate Mackenzie, Tim Sahay —
Debt and Power in Pakistan
The subcontinent’s embattled debtor isn’t merely the passive victim of the climate crisis—it is being plundered by its elites
By Tim Sahay, Kate Mackenzie —
The EU and the IRA
Supply and demand in the great powers’ decarbonization race
By Kate Mackenzie, Tim Sahay —
Don’t Say “Scramble for Africa”
Debt, diplomacy, and the risks of a new Cold War
By Tim Sahay, Lee Harris —
Europe’s “Leap Into the Future”
Do exceptional crisis-fighting policies signal the arrival of an interventionist Europe?
By Tim Sahay, Kate Mackenzie, Lee Harris —
Development Bank Self-Sabotage
What’s stopping MDBs?
By Tim Sahay, Kate Mackenzie, Lee Harris —
Collective Action and Climate Finance
Can the COP move markets?
By Kate Mackenzie, Tim Sahay —
A New Non-Alignment
How developing countries are flouting Western sanctions and playing the great powers off each other
By Tim Sahay —
Domestic Politics & Planetary Change
Will a Lula victory be better for the climate than anything that happens at COP27?
By Kate Mackenzie, Tim Sahay —
