Kate Mackenzie

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Kate Mackenzie

Kate Mackenzie

@kmac

Writer/researcher on finance, econ + climate also @[email protected] Haunts include @centrepolicydev @climate @polycrisis @phenomenalworld ex @FT

Unceded Gadigal country Katılım Mart 2007
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Albert Pinto
Albert Pinto@70sBachchan·
@kmac 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/articl…
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Albert Pinto
Albert Pinto@70sBachchan·
@kmac @polycrisis “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/bat… x.com/SawyerMerritt/…
Sawyer Merritt@SawyerMerritt

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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Richard Baldwin
Richard Baldwin@BaldwinRE·
Very good read! 👉POTUS trade EMPANADA deals:"Everyone Makes Promises And Never Actually Does Anything" buttondown.com/polycrisisdisp… 👉Trump did the same in Trump I; with the US-China deal, and the empty promises by Junker.
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Albert Pinto
Albert Pinto@70sBachchan·
Brilliant & brooding piece by @kylascan on the american class war & the 'real economy' rise of China. @kmac & I honored to be quoted. "I write about the 3 Americas: one built on AI speculation, one held together by healthcare, and one running on memes" kyla.substack.com/p/how-ai-healt…
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Albert Pinto
Albert Pinto@70sBachchan·
Robert Armstrong @rbrtrmstrng (who coined Trump Always Chickens Out thesis) says TACO is falsified. Its now WACO — World Always Chickens Out. New: @polycrisis @kmac take. Its actually EMPANDA — Everyone Makes Promises And Never Actually Does Anything? buttondown.com/polycrisisdisp…
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Albert Pinto
Albert Pinto@70sBachchan·
Yep , europe’s gonna be buying a whole lot less US LNG than 750 billion dollars worth of it in three years. @kmac and other energy experts are very sceptical that either EU demand or US supply will scale. Less Hydrocarbon dollar than feared @MonaAli_NY_US x.com/SpencerHakimia…
Spencer Hakimian@SpencerHakimian

If you think the Europeans are going to buy $250,000,000,000 per year of American energy, you don’t know the first thing about how global energy markets work.

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Albert Pinto
Albert Pinto@70sBachchan·
“For the first time in two centuries, the West is no longer the leader in future technology, but the follower.” NEW: @kmac and I @phenomenalworld write about what the Chinese tech acceleration means for the world. Subscribe & read here: phenomenalworld.org/analysis/brics…
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Albert Pinto
Albert Pinto@70sBachchan·
Trump is such a Third Worldist! He is going to make more Americans BRICS-curious Who are they? Why are more countries joining? Is it about the $? Are they going Green? We have got you covered in a BRICS primer @kmac @polycrisis phenomenalworld.org/analysis/brics… x.com/RapidResponse4…
Rapid Response 47@RapidResponse47

.@POTUS: "They have to pay 10% if they're in BRICS because BRICS was set up to hurt us. BRICS was set up to degenerate our dollar... and take it off as the standard. That's okay if they want to play that game but I can play that game too."

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Faisal Islam
Faisal Islam@faisalislam·
Very Interesting Stiglitz report on debt jubilee being discussed at Vatican: - Reflecting on slashing of aid budgets now diverted to military. - calling for new debt jubilee reflecting pandemic debts and subsequent hike in rates - calling for changes to UK law re vulture funds
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Albert Pinto
Albert Pinto@70sBachchan·
Frantz Fanon once said “The colonized’s sector is a famished sector, hungry for bread, meat, shoes, coal,& light” In it “you are born anywhere, anyhow. You die anywhere, from anything" @ReturnToBandung & I on how societies are being beat back into poverty open.spotify.com/episode/7vOZJ1…
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Albert Pinto
Albert Pinto@70sBachchan·
NEW Dispatch @kmac Trump losing elections in other countries -- Canada and Australia. Will they lead a global rebellion against Trumpism? Helene Rey's surprising optimism on whether Europe can replace US as monetary Hegemon Larry Summers on US shitshow buttondown.com/polycrisisdisp…
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Albert Pinto
Albert Pinto@70sBachchan·
Molecules of Freedom is now in Japanese. Thank you Energy Tracker. As @kmac & I wrote, Japan is the WHALE of LNG. We cover: -European Energy Crisis & Expansion of LNG Infrastructure -Backlash from LNG construction boom and the reality of overinvestment energytracker.jp/20250414_fossi…
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Albert Pinto
Albert Pinto@70sBachchan·
After Trump’s election, Ursula von der Leyen spoke on the phone to him about buying more shipments. “We still get a lot of LNG from Russia, and why not replace it with American LNG?” @kmac debunks the LNG bargaining thesis that is all over media
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