03 | Demand Destruction | Fossil chaos and electric acceleration

About this episode

Kate and Tim discuss the differences in energy shocks and the current energy security landscape.

Why exactly is this 2026 energy shock so different from the 1970s & 2022 shocks? Kate and Tim discuss our current energy security landscape, and outline some of the arguments made in their recent Polycrisis essay, just published with Phenomenal World. They also look at whether it matters that financial markets are becoming re-enthused about renewable energy. Hosted by energy and climate finance expert Kate Mackenzie, and Tim Sahay from the Net Zero Industrial Policy Lab at Johns Hopkins U...

People in this episode

Hosts: Kate Mackenzie, Tim Sahay

Topics covered

• energy security
• renewable energy
• financial markets
• energy shocks
• climate finance

Keywords

• energy shock
• fossil chaos
• electric acceleration
• renewable energy
• climate finance

Mentioned in this episode

Organizations: Phenomenal World, Johns Hopkins U

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• 02 | Demand Destruction | OPEC drama kings · May 6, 2026 · 39 min
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• 05 | Electric World Order | The US counterrevolution · April 21, 2026 · 26 min