Kate Mackenzie
@katemac.bsky.social
đ€ 16688
đ„ 3133
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understander of things climate-related, and some other things
@thepolycrisis.bsky.social
From the latest big Foreign Affairs energy piece, by Jason Bordoff & Megan O'Sullivan. They're comparing one scenario published in 2024 with a completely different type of scenario (to be) published in 2025 - to say oil demand will rise and therefore problems of supply crunch/concentration loom.
3 days ago
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One architect warned of "the difficulty of suspending a 30-storey building upside down from a bridge hundreds of metres in the air. âYou do realise the earth is spinning? And that tall towers sway?â"
ig.ft.com/saudi-neom-l...
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End of The Line: how Saudi Arabiaâs Neom dream unravelled
Mohammed bin Salmanâs utopian city was undone by the laws of physics and finance
https://ig.ft.com/saudi-neom-line/
3 days ago
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Kate Mackenzie
Ian Dunt
4 days ago
Vital piece of investigative reporting from Sky. They've uncovered the X algorithm which feeds users extremist right wing material from the moment they join the site. It is a far-right radicalisation engine, by design.
news.sky.com/story/the-x-...
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Elon Musk is boosting the British right - and this shows how
Elon Musk is boosting the British right - and this shows how
https://news.sky.com/story/the-x-effect-how-elon-musk-is-boosting-the-british-right-13464487#
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I think he specifies it was all the *car* billboards but still very notable! Here in Sydney I reckon weâd have 50% non-EV billboards, and there are plenty of EVs around including Chinese ones
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5 days ago
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Kate Mackenzie
BeijingPalmer
5 days ago
remember all those 'project 2025 isn't actually real, you fools, you naifs' media pieces.
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A lot of people guessing this is about oil, but idk how theyâre thinking that would work..
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9 days ago
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Ooh I missed this excellent thread, thanks Jigar
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9 days ago
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This is a good sign to tap
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9 days ago
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But the line is going down so âŠ
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10 days ago
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[India] "This is something the western world is now beginning to realise. That we are not pushing coal, but using it only to meet the demand that renewables are currently unable to."
www.ft.com/content/4d4f...
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Sumant Sinha: Renewables canât keep up with Indiaâs surging power needs
ReNew Energy founder and co-chair of the Alliance of CEO climate leaders on the clean energy opportunity in India
https://www.ft.com/content/4d4f5f61-f73f-4dcb-b36b-a7a0151a10c6
10 days ago
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Kate Mackenzie
Kelly Hereid
17 days ago
This paper w
@katemac.bsky.social
@sarahinscience.bsky.social
and crew is a few years old now, but it predicted where we've gotten to, where the overwhelming pressure to "just get a number" out of a black box ecosystem of providers gets you essentially gibberish.
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Business risk and the emergence of climate analytics - Nature Climate Change
Assessing future climate-related financial risk requires knowledge of how the climate will change at various spatial and temporal scales. This Perspective examines the demand for climate information f...
https://www.nature.com/articles/s41558-020-00984-6
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This thread + discussions should be mandatory reading for anyone who contemplates trying to assess climate impact/physical risk.
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17 days ago
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Kate Mackenzie
advait
19 days ago
We up
caravanseraiforum.substack.com/p/progressiv...
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Structured and righteous chaos.
We know what fascist aesthetics look like. What are progressive aestheticsâare they coherent? Are they persuasive?
https://caravanseraiforum.substack.com/p/progressive-aesthetics-vol1
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Kate Mackenzie
advait
20 days ago
Next issue out tomorrow!!
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Protests led by Gen Z are happening in a bunch of countries right now and over the past year or so; some have been quite effective. Here's a few links & I will explain the skull & crossbones if you need
www.npr.org/2025/10/02/n...
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From Madagascar to Morocco: Gen Z protests shake Africa
Gen Z-led protests in two diverse African countries highlight frustration over years of poor governance. Fueled by social media, these youth movements are demanding accountability.
https://www.npr.org/2025/10/02/nx-s1-5558288/madagascar-morocco-gen-z-protests
20 days ago
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âImagine being marched by force through a desert with barely anything to drink while your captor repeatedly cools himself by dumping gallons of water on his head, and maybe youâll start to get a sense of what itâs like to live in Texas these days,â
www.bloomberg.com/opinion/arti...
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Parched Texas Is Giving Water Away to Oil, Gas and AI
Imagine being marched by force through a desert with barely anything to drink while your captor repeatedly cools himself by dumping gallons of water on his head, and maybe youâll start to get a sense ...
https://www.bloomberg.com/opinion/articles/2025-10-17/texas-is-giving-water-away-to-oil-gas-and-ai
22 days ago
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The glacial pace at which efforts to stop creditors from hammering the poorest countries are progressing is really something. Swear I have barely followed it for a year and yet here it is: maybe progress on workout transparency?
www.bloomberg.com/news/article...
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G-20 Weighs Fixes to Debt-Relief Plan Faulted as Too Unwieldy
Support is growing for enhancements to the Group of 20âs coordinated debt-relief initiative, faulted for being too slow and unwieldy since its inception in 2020.
https://www.bloomberg.com/news/articles/2025-10-16/g-20-weighs-fixes-to-debt-relief-plan-faulted-as-too-unwieldy
24 days ago
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Kate Mackenzie
24 days ago
Mark Z Jacobson was making this style of graph for a while now. Not sure how. I think he must be scraping CAISO and has his own graph creation tool (CAISO doens't display these type of visual graphs). Here's Mark's latest:
bsky.app/profile/mzja...
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ALL OF THE ABOVE? "There are contexts where building a broad energy portfolio makes sense, such as in research and development of new technologies, where failure is part of the process. But when applied to infrastructure, regulation, and deployment, the lack of prioritization becomes a liability."
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You can choose to look upâat all that is above.
Is "all-of-the-above" energy policy a smokescreen for fossil fuel lock-in? If not, why not?
https://caravanseraiforum.substack.com/p/all-of-the-above-energy-vol1
25 days ago
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Kate Mackenzie
Emilio Santiago MuĂño
26 days ago
El evento climåtico de otoño lo monta
@institutomeridiano.org
: "Construir el futuro". El programa es impresionante. El 7, 8 y 9 de noviembre, las mejores cabezas de la polĂtica climĂĄtica se dan cita en Madrid para pensar en una transiciĂłn rĂĄpida, justa y deseable. Gratis (pero hay que inscribirse).
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"this is how an investment banker and a lawyer would build a natural gas plant" Matt Levine on the BP arbitration loss and the 'modular' LNG plant
www.bloomberg.com/opinion/news...
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Venture Globalâs Gas Plant Is Done
Also the Nobel Peace Prize, Credit Suisse AT1s, a Grindr margin-call LBO and StockTwits alpha.
https://www.bloomberg.com/opinion/newsletters/2025-10-14/venture-global-s-gas-plant-is-done
26 days ago
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Kate Mackenzie
Leah Millis
27 days ago
The
@chicago.suntimes.com
photographer who risked their personal health and safety to take this photograph is Anthony Vazquez. Please credit photographers and media outlets. In this age of misinformation, a photo with no context could be anything at all.
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Cool chart, turns out that âwhen the sun doesnât shineâ not so important already in California
28 days ago
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Kate Mackenzie
Albert Pinto
about 1 month ago
US has made an all-in bet on Fossil Fuels and AI. China on green tech.
@katemac.bsky.social
& I
@parismarx.com
podcast on how China's bet made Solar+batteries+EVs turn into business models of Coke cans-everywhere, cheap, accessible, satisfy the thirst for freedom.
techwontsave.us/episode/291_...
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NEW! In our latest
@thepolycrisis.bsky.social
newsletter, Shreyas Shende asks whether or not India will accept Trumpâs offer of being locked into a US-led carbon coalition or break free with its own green developmentalist growth model.
www.phenomenalworld.org/analysis/ind...
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India in the New Global Order
The future is triage on an uninsurable earth
https://www.phenomenalworld.org/analysis/india-in-the-new-global-order/
about 1 month ago
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Kate Mackenzie
Avantika Goswami
about 2 months ago
Hyped for the next episode of Carbon Politics -
@cseindia.bsky.social
âs new video podcast - this time with
@70sbachchan.bsky.social
@katemac.bsky.social
of
@thepolycrisis.bsky.social
about BRICS and climate action Out here on Sept 28:
www.cseindia.org/page/carbon-...
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There's been a tonne of interesting stuff to read on China's green export boom, developmental green industrial policy & even US energy transition politics in the past couple weeks; here is an annotated list from me &
@70sbachchan.bsky.social
buttondown.com/polycrisisdi...
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Many good things to read
The tipping point on energy in China, maybe the US?
https://buttondown.com/polycrisisdispatch/archive/many-good-things-to-read/
about 2 months ago
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"The sun may not always shine and the wind may not always blow, but neither can they be halted by an embargo or balance-of-payments crisis." lines I wish I'd thought of
carnegieendowment.org/emissary/202...
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How to Be an âElectrostateâ
The term has two meanings, and policymakers risk picking the wrong one.
https://carnegieendowment.org/emissary/2025/09/electrostate-what-is-it-china-solar-manufacturing
about 2 months ago
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It's been a huge week (year?) for digesting China's role in decarbonization and development. Here's the Polycrisis summary:
buttondown.com/polycrisisdi...
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China China China
Also: the insurance-climate nexus
https://buttondown.com/polycrisisdispatch/archive/china-china-china/
about 2 months ago
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Kate Mackenzie
Albert Pinto
2 months ago
NEW:
@thepolycrisis.bsky.social
Insurance and housing and climate. We read 100s of articles/research this month to figure out just what the hell is going on!
@katemac.bsky.social
made a Bingo Card of all the narratives swirling around for your ummm...pleasure.
phenomenalworld.org/analysis/ins...
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Kate Mackenzie
As someone who knows a little about it, I regularly become exasperated at all the rabbit holes one can go down while thinking about climate & insurance. I sat through so many workshops & seminars where we talked through all of this stuff. But we rarely got to the big questions..
2 months ago
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Kate Mackenzie
Jonas Nahm
about 2 months ago
1/ New report from
@bentleyallan.bsky.social
's Net Zero Policy Lab: As the US withdraws from green tech industries and pressures allies to follow suit, China is stepping in to power the developing world's energy transition. The scale is staggering.
www.netzeropolicylab.com/china-green-...
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China Green Leap Outward â Net Zero Industrial Policy Lab
A new China Low Carbon Technology FDI Database
https://www.netzeropolicylab.com/china-green-leap
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Kate Mackenzie
OlĂșfáșčÌmi O. TĂĄĂwĂČ
about 2 months ago
we might actually make headway on this climate crisis thing
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reposted by
Kate Mackenzie
about 2 months ago
There's a lot to be nervous about with how tumultuous things are, but there are some extremely positive things that will have huge effects in the coming decades. Energy sovereignty is one.
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Kate Mackenzie
RadReduction (Larry Edwards)
2 months ago
Interesting read. At the bottom: "The politics of insurance, Rebecca Elliot has argued, is ultimately about 'what is fair & valuable, what needs protecting and what should be let go, who deserves assistance and on what terms, and whose expectations of future losses are used to govern the present.'"
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We finally FINALLY finished the big insurance piece. There's a LOT that is not in there. But I think we've got a few of the important bits. TL;DR insurance is extremely interesting, but it's neither the climate problem nor the solution.
www.phenomenalworld.org/analysis/ins...
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Insurance in the Polycrisis | Kate Mackenzie & Tim Sahay
The future is triage on an uninsurable earth.
https://www.phenomenalworld.org/analysis/insurance-in-the-polycrisis/
2 months ago
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Kate Mackenzie
Ann Louise Deslandes
2 months ago
The future is triage on an uninsurable earth -
@katemac.bsky.social
@70sbachchan.bsky.social
www.phenomenalworld.org/analysis/ins...
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Insurance in the Polycrisis | Kate Mackenzie & Tim Sahay
The future is triage on an uninsurable earth.
https://www.phenomenalworld.org/analysis/insurance-in-the-polycrisis/
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Kate Mackenzie
Laura Routh
2 months ago
â ⊠itâs not entirely clear that it will ever play out as a system-wide financial catastropheâmore likely is that we see more of the same, with intensifying and unevenly distributed social consequences.â Great overview from
@katemac.bsky.social
and Tim Sahay
www.phenomenalworld.org/analysis/ins...
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Insurance in the Polycrisis | Kate Mackenzie & Tim Sahay
The future is triage on an uninsurable earth.
https://www.phenomenalworld.org/analysis/insurance-in-the-polycrisis/
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Kate Mackenzie
Rob Arnol
2 months ago
Jarjum and Joey. Always worth a repost. đ€đâ€ïž
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Kate Mackenzie
Nicholas Grossman
2 months ago
Question: Why are many people under the impression that Trump and the awful things heâs doing are popular, even though theyâre not? Answer: America is still a mostly free country where dissent against Trumpâs dictatorial ambitions is widespread, but media keeps making it appear as if itâs not.
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Kate Mackenzie
zombie westland
2 months ago
Will the absence of reliable automatic metro service in the United States mark the moment its citizens notice how far behind their country has fallen?
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Looking forward to more on this from every bad faith actor who's claimed clean energy is intrinsically bad for developing countries
2 months ago
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"The decarbonization agenda is not simply about reordering markets or industrial policies, but in fact represents the crucible for a new geopolitical order."
@nilsgilman.bsky.social
in FP
foreignpolicy.com/2025/09/01/e...
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The Coming Ecological Cold War
Decarbonization isnât just about technology and marketsâitâs a geopolitical revolution.
https://foreignpolicy.com/2025/09/01/ecological-cold-war-climate-china-europe-usa-russia/
2 months ago
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Kate Mackenzie
Stephen Bush
2 months ago
I think this is it. Despair is easy and you get to feel wise, and it doesn't really place any obligations on you or force you to speak out or do anything, really.
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Brent Toderian
2 months ago
Innovation makes useful things smaller and smaller. Overconsumption makes things bigger and bigger (and more dangerous with bigger costs & consequences). Bigger vehicles and larger homes for fewer people is not progress. HT @fietsprofessor for graphic
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Albert Pinto
2 months ago
US has made an all-in bet on AI and Fossil Fuels. China on green tech.
@katemac.bsky.social
& I
@parismarx.com
podcast on how China's bet made Solar+batteries+EVs turn into business models of Coke cans-everywhere, cheap, accessible, satisfy the thirst for freedom.
techwontsave.us/episode/291_...
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People who don't routinely read the business/IR press are starting to hear about how big a deal this Trump-Modi thing is
www.nytimes.com/2025/09/01/b...
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India Was the Economic Alternative to China. Trump Ended That.
https://www.nytimes.com/2025/09/01/business/india-china-trump-tariffs.html
2 months ago
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Kate Mackenzie
Paris Marx
2 months ago
Western leaders have appeased Donald Trump since he returned to power, only to be hit with new demands after every concession. On Tuesday, Trump declared economic war on countries that regulate its tech companies. Itâs time for the world to break from the US and aggressively target Silicon Valley.
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World leaders must stop appeasing Donald Trump
Conceding to Trumpâs demands only guarantees new threats. Itâs time to reject the US and its tech companies.
https://www.disconnect.blog/p/world-leaders-must-stop-appeasing
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Kate Mackenzie
brendan coke
2 months ago
Tech Won't Save Us. China is making massive investments in electrification to reduce its dependence on fossil fuels and the US dollar.
@katemac.bsky.social
and
@70sbachchan.bsky.social
join
@parismarx.com
to discuss the geopolitics and how other countries are getting on board. Full ep:
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