02 | Demand Destruction | OPEC drama kings

02 | Demand Destruction | OPEC drama kings

From The Polycrisis by The Polycrisis

May 6, 2026 · 39 min · Season 2 · Episode 2

About this episode

The episode discusses the implications of the UAE's departure from OPEC in the context of Gulf geopolitics and oil demand.

Is the UAE's departure from OPEC mostly about Gulf geopolitics and kings defending their regimes, or the outlook for oil demand? There is, as ever, a lot of context required to answer this question. Hosted by energy and climate finance expert Kate Mackenzie, and Tim Sahay from the Net Zero Industrial Policy Lab at Johns Hopkins University. They co-author The Polycrisis newsletter, which explores connections between energy, geopolitics, climate change, finance and industry. Produced by S...

People in this episode

Hosts: Kate Mackenzie, Tim Sahay

Topics covered

  • OPEC
  • oil demand
  • Gulf geopolitics
  • energy
  • climate finance

Keywords

  • UAE
  • OPEC
  • oil demand
  • geopolitics
  • energy
  • climate finance

Mentioned in this episode

Organizations: Net Zero Industrial Policy Lab, OPEC, The Polycrisis, Johns Hopkins University

Places: UAE

More episodes of The Polycrisis

Explore listener stats, chart rankings, contacts and more on the The Polycrisis podcast page.