
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
- 06 | The conjuncture of geopolitics, energy and climate · June 11, 2026 · 41 min
- 05 | Canada gets its China-made EVs · June 2, 2026 · 17 min
- 04 | Demand Destruction | Smelling the roses in Beijing · May 20, 2026 · 38 min
- 03 | Demand Destruction | Fossil chaos and electric acceleration · May 12, 2026 · 28 min
- 01 | Demand Destruction | US oil is not winning the Iran war · April 28, 2026 · 18 min
- 05 | Electric World Order | The US counterrevolution · April 21, 2026 · 26 min
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