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Posts by The Polycrisis

Its not just Spain's Sanchez. Whats going on with the western alliance courting Beijing in 2026? Our @thepolycrisis.bsky.social essay:
www.phenomenalworld.org/analysis/con...
bsky.app/profile/ones...

1 week ago 15 3 1 0
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04 | Electric World Order | Manufacturing Chimerica How US-China rivalry contributed to the new clean energy manufacturing boom

New podcast episode! How the US-China energy contest is part of a broader rivalry; accelerated by the global financial crisis and the US shale boom. @jessicacweiss.bsky.social and Jake Werner
thepolycrisis.org/04-electric-...

6 days ago 23 9 1 1
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03 | Electric World Order | Demand destruction Podcast Episode · The Polycrisis · April 7 · 41m

Heard on @thepolycrisis.bsky.social podcast:

“The real question to my mind is how many EVs can China actually produce this year? Because I'm quite certain for if they could produce 50 million of them, they could sell them all this year.”

Doesn’t sound like Chinese overcapacity to me!

1 week ago 16 4 0 0
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451. Do Not Become Addicted to Electrons (ft. Tim Sahay, Kate Mackenzie) | This Machine Kills Get more from This Machine Kills on Patreon

In the new TMK, we're joined by @katemac.bsky.social and @70sbachchan.bsky.social from @thepolycrisis.bsky.social to chat about the war in Iran, fossil fuel demand destruction, forced energy transitions, plus much more. www.patreon.com/posts/154551...

2 weeks ago 18 6 0 2

We LOVED recording this. Thanks guys!

2 weeks ago 9 2 2 0
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02 | Electric World Order | Rest of World What does the US dollar have to do with energy access in Africa?

NEW POLYCRISIS PODCAST EP JUST DROPPED!!
Dollar centrality, energy access in sub-Saharan Africa, and Chinese clean tech
Ft. @mkblyth.bsky.social and Adjekai Adjei!
thepolycrisis.org/02-electric-...

2 weeks ago 21 6 0 0
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North Sea Nationalisms Fantasies of Britain’s petro-past continues to shape its energy politics, and its illusions.

Fantasies of Britain’s petro-past continues to shape its energy politics, and its illusions.

www.break-down.org/north-sea-na...

2 weeks ago 17 8 0 0
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Molecules of Freedom | The Polycrisis The hydra-headed global market for liquified natural gas

Gas is being BOMBED. @katemac.bsky.social & I wrote a primer on insanely volatile gas that was somehow, simultaneously:

"molecules of freedom" - for Trumpists selling LNG to Europe
"bridge fuel" - for backup to renewable volatility
cheap fuel - to kill Asian coal air pollution.
planet killing GHG

1 month ago 25 8 1 1
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"The political message of private equity is: do what you want, because no one’s going to hold you accountable."

Watch the full interview on our YouTube channel 👇 or listen wherever you get your podcasts
www.youtube.com/watch?v=7HOm...

3 weeks ago 10 7 0 0

Also here! pod.link/1884213852

3 weeks ago 4 2 0 0
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oooh can't wait to listen to this!!

3 weeks ago 4 2 0 0
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“We will restore peace, stability and harmony throughout the world"-Donald Trump

@katemac.bsky.social & I decided it was time for a Polycrisis podcast about the peace, stability & harmony reigning throughout the world

Enjoy our first season ELECTRIC WORLD ORDER
podcasts.apple.com/us/podcast/i...

3 weeks ago 178 50 5 6

Our podcast has landed!
Electric World Order: ep 1 - looks at the second wave of the energy transition, and why & how China is making it happen

3 weeks ago 22 10 2 0

62/ look i put up with everyone being forced to learn epidemiology and virology in 2020, energy and food markets in 2022, but I absolutely draw the line at forcing everyone to become organic chemists and oil heads in 2026. no sir.
@thepolycrisis.bsky.social
bsky.app/profile/sky....

4 weeks ago 57 13 1 0

First episode guests are Haneea Isad from IEEFA in Pakistan and @kyleichan.bsky.social of Brookings + Overcapacity newsletter

3 weeks ago 2 0 0 0

Our podcast has landed!
Electric World Order: ep 1 - looks at the second wave of the energy transition, and why & how China is making it happen

3 weeks ago 22 10 2 0
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Oil War II Responses to the American-Israeli war on Iran

"The sellers of oil now face a new type of existential problem."

New insights on the war on Iran by some exceptional contributors - @pmbigger.bsky.social of @cplusc.bsky.social and @transitionsec.bsky.social , and @katemac.bsky.social of @thepolycrisis.bsky.social

www.break-down.org/oil-war-ii/

1 month ago 19 11 1 0

yep

4 weeks ago 3 0 0 0
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A Blank Check for Israel and the War with Iran The United States did not enter the war with Iran because it was attacked or was about to be attacked. It seems to have entered after concluding that once

18/ The war is a HORROR.
One side measures its cost at the gas pump. Or stock markets & electoral chances at midterms.

Iranian people are measuring their loss in indiscriminate violence that kills schoolchildren, poisons air & water and destroys cultural treasures
warontherocks.com/2026/03/the-...

1 month ago 112 33 2 0
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I would say I’m fairly knowledgeable about the corruption, violence, coercive authority, and brutal imperial power that pervades extractive sectors and yet I am still in shock at this Trump admin move to secure Zambian minerals

1 month ago 257 119 10 7
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This is a far bigger fuel, fertilizer, food crisis for Asia and Europe than it is for the US.

US dependence on Persian Gulf oil has almost never been lower

A thread by @sstapczynski.bsky.social on how Asia is alreaddy within days facing a destabilizing.
x.com/SStapczynski...

1 month ago 564 253 20 57
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Market: Hey i'm worried about this Iran War?
Trump: War will end "soon but not this week"
Market:
Okay ❤️ Yay ❤️

trump ruly the master of playing the market
meme ht @kyla.bsky.social

1 month ago 60 9 2 1

Never miss a @katemac.bsky.social thread

1 month ago 9 3 0 0

Also in Pinto thread format here:

1 month ago 1 0 0 0

Threading some stuff about oil & oil markets, just basic but hope it helps:
1/ oil markets are what you call “finely balanced”. Supply is usually very very close to demand/consumption. Demand is hard to shift *quickly* in response to supply hiccups.
So even small supply changes = big price effects

1 month ago 206 87 3 10

4/ The enemy gets a vote: After Iranian fire on Gulf Kingdoms, Market and Oil traders finally woke up to LONG AND REGIONAL WAR and not their head in the sand view of a SHORT AND CONTAINED war.
Read our @thepolycrisis.bsky.social Dispatch: buttondown.com/polycrisisdi...
bsky.app/profile/70sb...

1 month ago 60 18 1 0
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What.a.week Sanchez is our best friend now

Why were oil & financial markets so slow to realise how bad this war will be, and how hard it will be to end?
buttondown.com/polycrisisdi...

1 month ago 6 2 1 0

END/ 2 wars in 4 years. This war will accelerate Solar +Batteries + EVs as real Energy Security

"rest of the world will learn an important lesson from China. Build out your renewables so you aren't as dependent on imported fossil fuels & the whims of idiots"

Be like Spain.
bsky.app/profile/jere...

1 month ago 194 56 4 4
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NEW @thepolycrisis.bsky.social If you had told me a year ago that Canada would be leading the charge to build a new global order less reliant on the US, I would have laughed.

Can American Allies bypass the flailing predatory Hegemon? www.phenomenalworld.org/analysis/con...

1 month ago 18 9 2 0
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Facts on the Ground | Alex Turnbull Mapping uncertainty and information in the global energy system

"Energy prices going to the moon are a problem, and we need to decarbonize while some fossil fuel extraction continues. The dilemma is how to navigate these tensions while transitioning a system that was already lacking in information in its previous state."
-> @alexbhturnbull.bsky.social in 2023

1 month ago 11 4 0 2