Writer/researcher on finance, econ climate also @kmac@econtwitter.net Haunts include @centrepolicydev @climate @polycrisis @phenomenalworld ex @FT
Joined March 2007
- Tweets 31,266
- Following 3,499
- Followers 20,245
- Likes 44,492
1,055 Photos and videos
Pinned Tweet
8 Feb 2021
Very excited that a paper I co-wrote with awesome researchers @TanyaFiedler @sarahinscience Andy Pitman, Nick Wood, Christian Jakob was accepted by Nature Climate Change and... IT IS HERE. Some threads to follow. nature.com/articles/s41558-0…
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Kate Mackenzie retweeted
May 9
7/ This is what @kmac & I called the "hyperagency of consumers" thats outpacing policy or public investment & forcing govts and investors to respond.
In UK heat pump orders doubled in a single month; EV and solar orders are rising worldwide. In Europe...
phenomenalworld.org/analysis…
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Kate Mackenzie retweeted
May 8
Out tomorrow.: Dawn of the Electric World Order
@kmac Global shockwaves from the war on Iran are accelerating the energy transition
Sign up @phenomenalworld Polycrisis newsletter here
phenomenalworld.org/series/t…
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Kate Mackenzie retweeted
“Once a climate project, electrification is now a geopolitical insurance policy. A fossil fuel supremacist government has made oil and gas costly and unreliable—and accelerated the turn to the electric world order.”
NEW column from @kmac and @70sBachchan
phenomenalworld.org/analysis…
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Kate Mackenzie retweeted
May 6
Stranded countries are far more dangerous than "stranded assets" of pvt oil companies. It's Western navel gazing to only focus on latter & not powerful National Oil Companies
Ep2 Polycrisis DRAMA KINGS @kmac & I chat about UAE shock OPEC exit
Listen here:pod.link/1884213852
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Kate Mackenzie retweeted
Apr 30
Also read @Equatormag equator.org/
great @thenation interview with its editors
"Are Magazines Failing to Cover the New World Order?"
ht @daniel_dsj2110 @GavJacobson
thenation.com/article/cultur…
The cover story in this month's @TheAtlantic is an 11,000 word feature on which restaurant has the best free bread.
The cover story in this month's @curaffairs is a deeply-reported look at the impacts of the Cuba fuel blockade on the population.
Read a serious magazine.
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Kate Mackenzie retweeted
Apr 28
On UAE shock exit from OPEC, its the economics stupid. They just want to pump more barrels than OPEC quota allowed. Now pursuing their national interest because they fundamentally believe its about gaining market share in last decades of oil on earth
x.com/bencahillenergy/status…
Apr 28
Conclusion of a paper I wrote in 2021 on the UAE's changing oil strategy (link in comments). They've mulled this over for more than five years. Putting the current geopolitical issues to the side, they've been investing heavily for a decade to increase production capacity, and the UAE reference production volume in OPEC is more a reflection of the past than the future. #OPEC #OOTT
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Kate Mackenzie retweeted
Apr 24
1 in 4 Pakistani households own a solar panel. But the poorest quintile has the highest ownership (31%) vs the richest (23.7%). Not what you'd expect from an expensive technology.
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Kate Mackenzie retweeted
"Hormuz has main character energy" killed me
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Kate Mackenzie retweeted
Apr 20
What is happening in California & Australia is a preview. Solar Battery boom makes Gas economics worse. Petrostates and buyers should think twice about locking in new gas investments and infrastructure.
All that is liquid can melt into air.
x.com/alexbhturnbull/status/…
Apr 20
Gas dispatch getting killed by batteries in Aus, taking prices down with it
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Kate Mackenzie retweeted
Apr 20
"I've forgotten about climate change because i'm worried about world war"
been hearing that? well, @kmac & I made a podcast on energy AND geopolitics, climate AND development.
thepolycrisis.org/tag/podcas…
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Kate Mackenzie retweeted
Apr 4
Mark Blyth gave a lecture at LSE just after we interviewed him at our new Polycrisis podcast.
His talk on the future of global politics, decarbonization and the future of the dollar is simply the best I've seen. Have a listen:
youtube.com/watch?v=09AY6X2X…
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Kate Mackenzie retweeted
Apr 4
Had a good chat with the Polycrisis folks. Helped frame my recent LSE talk, which is here: youtube.com/watch?v=09AY6X2X…
Podcast is shorter. Your choice.
Apr 2
Is Electric World Order gonna go Petrodollars to Electroyuan???
Countries that make electricity for free don't need to import so much oil or LNG -- and don't need to earn dollars either
"And suddenly, your whole fiscal situation changes." @MkBlyth on Episode 2 with @kmac & I:
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Kate Mackenzie retweeted
🚨451. Do Not Become Addicted to Electrons (ft. Tim Sahay, Kate Mackenzie)🚨
From @polycrisis, we're joined by @kmac and @70sBachchan to chat about the war in Iran, fossil fuel demand destruction, forced energy transitions, plus much more.
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Kate Mackenzie retweeted
Mar 28
normies: Trump is a president for the US oligarchy! Everything he does is to enrich the ruling class! They wanted giant tax cuts and GOP gave it to them in OBBA.
Oh.
Oh no no no.
phenomenalworld.org/analysis…
Mar 28
Normies: "Well, we lost 15% of the global oil supply, so I guess the price will only rise by about 15%. It's not that bad."
Me:
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Kate Mackenzie retweeted
Mar 28
@kmac and I argue: The reaction illustrates a market consensus that over-indexes on the power of finance and US military power, and under-indexes on Iran’s resolve and asymmetric chokepoint power, and the physical vulnerability of production and logistics.
phenomenalworld.org/analysis…
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Kate Mackenzie retweeted
21 Dec 2025
Wanted: A global euro?
A multi-polar world needs a multi-polar currency said Mark Carney the central banker in 2019.
@kmac & I asked Shahin Vallee to look into Europe's moves against US and China.
NEW: @phenomenalworld @polycrisis
phenomenalworld.org/analysis…
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Kate Mackenzie retweeted
20 Dec 2025
This is a great choice from Science (and photo essay) on “solar hockey stick of hope”, and countries breaking free of oil and gas dependence.
IF your country's media isn't telling you about the renewables global boom, then consider why....
science.org/content/article/…
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Kate Mackenzie retweeted
14 Dec 2025
“After a 40% fall in 2024 in battery equipment costs, it’s clear we’re on track for another major fall in 2025..The economics for batteries are unrecognizable, and the industry is only just getting to grips with this new paradigm”
pv-magazine.com/2025/12/12/b…
x.com/SawyerMerritt/status/1…
10 Dec 2025
NEWS: Lithium-ion battery pack prices have fallen 8% in the last year to a new record low of $108 per kWh.
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Kate Mackenzie retweeted
15 Aug 2025
We appreciate the shoutout to our Carbon Politics podcast in the latest @polycrisis Dispatch by @70sBachchan @kmac: buttondown.com/polycrisisdis…
New episode of Carbon Politics Aug 28 here: cseindia.org/podcast-12744
[@CSEINDIA @down2earthindia @sunitanar @AnumitaRoychowd @aygoswami]
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