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Photo of Tehran with mountains and clouds in the background, afternoon light
Podcasts

Demand Destruction | 03 | Fossil disruption, electric acceleration

The outcomes of all of this, according to us

By Kate Mackenzie, Tim Sahay


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



05 | Electric World Order | The US counterrevolution
Podcasts

05 | Electric World Order | The US counterrevolution

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

By Tim Sahay, Kate Mackenzie


Photo of ships in the Malacca Strait, seen from Tanjung Piai, Malaysia
Podcasts

04 | Electric World Order | Manufacturing Chimerica

Podcast: How US-China rivalry drives energy transition. Ft Jessica Chen Weiss and Jake Werner

By Tim Sahay, Kate Mackenzie


Cars being repaired in a China workshop. Photo by Winston Chen on Unsplash
Podcasts

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


02 | Electric World Order | Rest of World
Podcasts

02 | Electric World Order | Rest of World

The US dollar and energy access in Africa

By Kate Mackenzie, Tim Sahay


TCL Zhonghuan Industrial Park in Binhai, Tianjin
Podcasts

01 | Electric World Order | The quiet revolution

How a surge of affordable Chinese clean tech is rewiring global energy.

By Kate Mackenzie, Tim Sahay