The Great Simplification with Nate Hagens

This week's Frankly is another edition of Wide Boundary News, where Nate invites listeners to view the constant churn of headlines through a wider-boundary lens. He begins with the misleading framing of recent oil production statistics by the United States, which blurs distinctions between crude oil and broader petroleum products. Nate uses this as a case study in how data can be technically correct, yet structurally misleading – particularly when used for political storytelling. The lens widens as he considers whether the peak of the carbon pulse could pass without clear public understanding, especially as access to the underlying data becomes more restricted and fragmented.
Nate then moves into the geopolitical and physical consequences of energy strain, focusing on Iran and the Strait of Hormuz as a critical chokepoint in global oil flows. He connects ongoing disruptions not only to price spikes, but also to how energy functions as a security commodity. These disruptions also extend into cascading effects on food systems, as things like fertilizer supply and cooking fuel reverse in access and affordability. Moving closer to home, Nate discusses the opening of Minnesota's Boundary Waters for copper-nickel mining, highlighting the tension between ecosystem protection and demand for mineral inputs to power any magnitude of energy transition. He also touches on the rapid expansion of AI data centers and the large share of electricity they use, framing this trend as the economic Superorganism diverting massive energy flows toward its cognitive layer, rather than only its muscular layer. Finally, Nate closes with a reflection on industrial livestock productivity as another expression of a system optimized for high output, but operating under energy conditions that may no longer hold. 
Why do we need to think about energy as a security commodity? How much of our future depends on being told the truth? And what have we bred for – in cows, seed varieties, supply chains, cities, and financial systems – that we will not be able to feed, medicate, or transport on the backside of the carbon pulse?
(Recorded May 5th, 2026)
 
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Many of us were taught that humans have been the dominant force shaping the modern world through sheer grit, ingenuity, and innovation. While true to an extent, there are also deep, embedded laws of energy that have both constrained and enabled human cleverness and our influence over our surroundings. What exactly are these laws, and what happened in the past few centuries that allowed for an explosion of technology and consumption? Perhaps more importantly, how can that knowledge help us understand how the decades and centuries ahead might be different?
In this episode, Nate is joined by earth scientist and thermodynamicist Tad Patzek for a deep dive into the mathematics and physics driving humanity's energetic and material predicament. Tad walks us through the six great flows of power and materials that keep civilization running, and explains why our public conversation about all of them is dangerously detached from physical reality. He argues that planetary breakdown is not merely a side effect of an economic system built on growing these flows – it is a direct mathematical consequence of overshoot. He rounds out this picture by pointing out that every energy transition in history has been additive, not subtractive – increasing total power in the system – and the current push toward renewables is no exception.
What if we were to truly see ourselves through the lens of all the energy we consume – for Americans, the equivalent of a 40-ton whale – would that change how we live? How do technology, population, and per capita energy consumption amplify each other, creating an exponential demand for power? And if we were to acknowledge the inseparability of our ecological crises and our energy blindness, would it help us change our behavior in accordance with the kind of world we'd want our grandchildren to inherit?
(Conversation recorded on March 11th, 2026)\
 
About Tad Patzek:
Tad Patzek is Professor Emeritus of Petroleum and Chemical Engineering at the Earth Sciences Division and Director of the Ali I. Al-Naimi Petroleum Engineering Center in KAUST, Saudi Arabia. Formerly, he was the Lois K. and Richard D. Folger Leadership Professor and Chairman of the Petroleum and Geosystems Engineering Department at The University of Texas at Austin. Additionally, he was previously a Professor of Geoengineering at the University of California, Berkeley. Prior to joining Berkeley, he was a researcher at Shell Development, a research company managed for 20 years by M. King Hubbert. He is also a full Presidential Professor in Poland, which is the highest honor, and also served as a member of the DOI Macondo Well Advisory Committee.
Patzek's current research involves mathematical and numerical modeling of earth systems with emphasis on fluid flow in soils and rocks that can be hydrofractured. He is working on the thermodynamics and ecology of human survival, and food and energy supply for humanity. His current emphasis is the use of unconventional natural gas as a fuel bridge to the possible new energy supply schemes for the world. Patzek is a coauthor of over 400 papers and reports, and most recently, he has cumulated his research into his upcoming book Thermal Power and Climate Change: A Data-Driven Analysis of Cause and Effect, 1800-2100 (Preprint available now)
 
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In this week's Frankly, Nate steps away from analysis and reflects on a call that reframed his thinking. He shares a recent conversation with a close friend living in Lebanon, who amid ongoing daily violence and loss has been hosting displaced families and leading meditation practices in her community. Nate notes that her grounded presence, alongside the trust she carries from a centuries-old lineage in her village, reveals the ways in which social capital and contemplative practice can hold someone steady as the world around them changes.
From that conversation, Nate distills the wider work of this platform into three questions he believes may matter more than the macro-analysis he usually offers. Who are we going to be when comfort and convenience start thinning out? How are we going to live with a biophysical haircut on the horizon? And what are we willing to protect, even at a cost? He notices how many people watching from the relative safety of the Global North live in a constant low-grade state of stress, even without immediate cause, while his friend remains grounded despite being surrounded by actual danger. Nate suggests that separating our internal responses from the external world is the primary work ahead of us, and closes by naming the recent shift in his own curiosity toward the question of who we might become as humans sitting at the precipice of a species-level transition.
When comfort and convenience start thinning out, who are you going to be? How do you separate your internal fight or flight response from what is actually happening around you? And what are you willing to give some of your life's energy to protect?
(Recorded April 30th, 2026)
 
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Over three-quarters of the global population has never lived through a major global energy crisis, such as those of the 1970s. In early 2026, that is about to change as the world faces the largest energy disruption in history, measured by the daily loss of oil output. This crisis won't be evenly distributed but will be felt everywhere – and is guaranteed to have ripple effects we won't see coming. How much oil remains in circulation, and what level of damage has already been inflicted on our global energy infrastructure?
In this episode, Nate is joined by oil market analyst Rory Johnston to discuss how the Strait of Hormuz closure has led to the largest oil supply shock in history, and what the exact numbers and cascading effects are. He also breaks down the primary strategies countries will have to use to adapt to energy losses, including resorting to demand destruction, and what the disastrous risks are if shortages are allowed to persist. Rory also explains the lag between the closure, the real world impact of oil not being able to enter global circulation, and the market's response. Ultimately, Rory and Nate explore the impact of this situation on international trust and cooperation, and what that might mean for a global market system predicated on interdependence and free trade. 
Who are the energy winners and losers in this war so far, and how are our global leaders accounting for the exponential risks of continued warfare? In what way can average people prepare for the energy shocks soon to ripple out across the globe? And lastly, if we do recover from this scenario, how might we treat these disruptions as a dress rehearsal for a future of lower material throughput by building greater resilience and interconnection at the local level?
(Conversation recorded on April 23rd, 2026)  
 
About Rory Johnston:
Rory Johnston is a Toronto-based oil market researcher, the founder of Commodity Context, a lecturer at the University of Toronto's Munk School of Global Affairs and Public Policy, host of the Oil Ground Up podcast, as well as a Fellow with both the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. He is a leading voice on oil market analysis, advising institutional investors, global policy makers, and corporate decision makers. 
Prior to founding Commodity Context, Rory led commodity economics research at Scotiabank where he set the bank's energy and metals price forecasts, advised the bank's executives and clients, and sat on the bank's senior credit committee for commodity-exposed sectors.
 
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This week's Frankly is part two of the series How to Think About the Future. Today, Nate expands on the case for holding a distribution of possible futures rather than a single preferred one, and walks through a structured scenario-building exercise. He begins with the two-by-two grid that he has used for years, which indicates whether the economy will expand or contract and whether this happens within ecological limits or in overshoot. The four quadrants this produces represent possible directions toward the future: toward green growth, Mordor, Mad Max, or the Great Simplification.
From there, Nate layers three more grids on top of this economic foundation. A grid focused on power – military, political, financial, and technological – asks how concentrated each is and where the gains flow. A grid regarding geopolitics maps cooperation and adversarial relations against interdependence and self-sufficiency, using the Strait of Hormuz closure as a live example of an adversarial and interdependent geopolitical makeup. Finally, an Earth systems grid tracks climate stress and biosphere integrity, taking into account that we are operating from an already compromised baseline. Nate also describes the role of technology as a modifier across all these grids, which amplifies whatever direction the surrounding system is already moving. He emphasizes that the real future will always come as a composite across these layers, and that the same economic headline produces radically different lived realities depending on the power, geopolitical, and ecological conditions it sits inside.
Where do you find yourself already settled on a particular view of the future, and what gets filtered out when you are? Of the four grids Nate lays out, which feels most defining in your thinking, and which do you tend to underweight? What other grids might matter for anticipating the future, and how might they interact with the ones here?
(Recorded April 20th, 2026)
 
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