04 | Demand Destruction | Smelling the roses in Beijing

About this episode

The episode discusses the implications of evolving US-China relations in the context of the Middle East war and energy policy.

US-China relations have evolved because of the Middle East war. Trump recently made the first presidential visit to China in nine years. So what are the implications for energy and international development? And why it's not so much a “China shock” but a “China Squeeze”. 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...

People in this episode

Host: Kate Mackenzie

Guest: Tim Sahay

Topics covered

• US-China relations
• energy
• international development
• Middle East war
• China Squeeze

Keywords

• US-China relations
• energy
• international development
• China Squeeze
• Middle East war

Mentioned in this episode

Organizations: Net Zero Industrial Policy Lab

Places: China, US

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
• 03 | Demand Destruction | Fossil chaos and electric acceleration · May 12, 2026 · 28 min
• 02 | Demand Destruction | OPEC drama kings · May 6, 2026 · 39 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