Kate Mackenzie
31.3K posts
@kmac
Writer/researcher on finance, econ + climate also @[email protected] Haunts include @centrepolicydev @climate @polycrisis @phenomenalworld ex @FT
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.
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
Gas dispatch getting killed by batteries in Aus, taking prices down with it
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:
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:
NEWS: Lithium-ion battery pack prices have fallen 8% in the last year to a new record low of $108 per kWh.
