Dawn of the Electric World Order
Global shockwaves from the war on Iran are accelerating the energy transition
By Kate Mackenzie, Tim Sahay —
Mercantilism and stabilization
Smelling the roses in the weaponized world economy
By Tim Sahay, Kate Mackenzie —
Demand Destruction | 04 | Smelling the Roses in Beijing
US-China diplomatic stabilization during the Middle East war
By Tim Sahay, Kate Mackenzie —
Demand Destruction | 03 | Fossil disruption, electric acceleration
The outcomes of all of this, according to us
By Kate Mackenzie, Tim Sahay —
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Recent
01 | Demand Destruction | US oil is not winning the Iran war
Did they really think it would?
By Kate Mackenzie, Tim Sahay —
05 | Electric World Order | The US counterrevolution
Coalitions --> bottomless mimosas --> backlash ---> hydrocarbon projection
By Tim Sahay, Kate Mackenzie —
03 | Electric World Order | Demand destruction
What does it look like when oil and gas demand just disappears? Ft Helen Thompson and Alex Turnbull
By Kate Mackenzie, Tim Sahay —
The era of real energy security has arrived
Hydrocarbon demand, but not like that
By Kate Mackenzie, Tim Sahay —
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