Dispatch
11 posts
A collaborative advantage
Bargaining chip watch: extractives edition
By Kate Mackenzie, Tim Sahay —
Mercantilism and stabilization
Smelling the roses in the weaponized world economy
By Tim Sahay, Kate Mackenzie —
The era of real energy security has arrived
Hydrocarbon demand, but not like that
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 —
Domestic politics and planetary change
Lula's tax policy win ahead of COP30
By Kate Mackenzie, Tim Sahay —
China's 'all of the above'
New Quality Productive Forces, and Gen Z protests
By Tim Sahay, Kate Mackenzie —