Markets price stories. Energy systems price physics. This week’s MacroMashup cuts through renewables hype, China’s coal reality, U.S. industrial policy, and the capital flows shaping the next energy …
Global Energy: Narrative vs. Reality
Why the energy transition looks clean on slides — and breaks down in the real system
Jan 30, 2026
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MacroMashup
Neil Winward is the founder of Macromashup®, which focuses on green investing. In every episode, we cover topics like energy investing and macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. We host solo episodes where Neil shares insights as well as interviews with smart, trusted, vetted subject matter experts on these topics so you can feel better prepared with your money in ever-fluctating markets. Please subscribe to our newsletter so you stay informed directly in your inbox: https://www.macromashup.com
Neil Winward is the founder of Macromashup®, which focuses on green investing. In every episode, we cover topics like energy investing and macroeconomics, geopolitics, stocks, bonds, central banks, and commodities. Macromashup's mission is to help banks, family offices, investors, and developers feel empowered to make smart decisions about the what, where, when, and how to invest based on current events. We host solo episodes where Neil shares insights as well as interviews with smart, trusted, vetted subject matter experts on these topics so you can feel better prepared with your money in ever-fluctating markets. Please subscribe to our newsletter so you stay informed directly in your inbox: https://www.macromashup.comListen on
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