This War Changes Everything: Are We Ready for Energy Shockwaves From the Strait of Hormuz? with Rory Johnston
The Great Simplification with Nate Hagens
Release Date: 04/29/2026
Taking Love Seriously: What Ancient Wisdom & Modern Psychology Say About Interconnectedness with John Churchill
The Great Simplification with Nate Hagens
A growing chorus of psychologists, contemplatives, and systems thinkers argue that most of us, and most of our institutions, are running an outdated psychological and spiritual "operating system," one never built for the converging ecological, economic, and cultural crises we face. Technological and policy responses absorb nearly all of our attention and resources, yet the maturity of the humans making the decisions may be the most needed and least prioritized intervention of all. Could ancient contemplative traditions, paired with modern psychology, offer a map for the kind of...
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Protect the Irreversible: What Matters Most in an Uncertain Future? | How to Think About the Future Pt 6, Frankly 151
The Great Simplification with Nate Hagens
This week’s video is the sixth part in Nate’s ongoing series, . Today, Nate turns from describing possible futures to exploring how we can make decisions when certainty is impossible. He introduces a framework for planning under uncertainty by distinguishing between two common mistakes – failing to respond to real risks, and taking decisive action based on incomplete understanding. Touching on examples like soil health, social trust, and children's developmental windows, Nate also advocates that the most important compass for navigating the future is learning to distinguish between what...
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It's Not Just Hormuz: The Chokepoints Changing Global Shipping Forever with Sal Mercogliano
The Great Simplification with Nate Hagens
Roughly a fifth of the world's oil and more than a tenth of all global trade has been navigating a literal minefield, a wary insurance industry, and whipsawing geopolitics since late February of this year. But looking beyond the Strait of Hormuz closure itself, the same pattern threatens every critical chokepoint: passages open to all shipping for the past 80 years are becoming strategic assets within a geopolitical power struggle. If we continue this trend, what does a more fragmented, higher-cost, higher-risk maritime system mean for the norms and safety of the shipping industry, and what...
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Foundations Before Outcomes: The Future Beneath Your Feet | How to Think About the Future Pt 5, Frankly 150
The Great Simplification with Nate Hagens
Today, in Part 5 of the “” series, Nate scales his exploration of civilizational futures down to the future of a single human life and analyzes how the same patterns that shape economies, power, geopolitics, and Earth systems turn inward. Building on the framework developed throughout the series, he describes how the factors from material throughput to personal agency are underpinned by our own physical/mental health and our web of relationships. Nate emphasizes that we cannot build any stable future on top of cracking foundations, pointing toward the importance of cultivating a strong...
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Can Money Serve Life? How to Fund Communities Doing the Real Work with Matthew Monahan
The Great Simplification with Nate Hagens
Every year, hundreds of billions of dollars flow through global philanthropy, yet only a small fraction reaches environmental, climate, and nature-related causes. Meanwhile, in small towns and rural communities around the world, a hidden throughline of regenerative work is already underway. This work rarely waits for large-scale funding to begin, but it does need resourcing to grow into replicable movements capable of propelling system-wide change. What would it take to build financial infrastructure that actually gets capital to the people already doing the work of healing land and community?...
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A Legacy Worth Celebrating? Reflecting on 250 Years of the American Experiment | Frankly 149
The Great Simplification with Nate Hagens
As America marks its 250th birthday, Nate takes a moment to step outside of the celebrations to seek out a wider boundary perspective on this week’s holiday. He poses the question of whether the United States has truly matured as a nation over two and a half centuries, particularly through the lenses of energy, ecology, history, and culture. Nate walks through the extraordinary inheritance of fossil fuels that simultaneously shaped the American story while masking the real foundations of prosperity. He points out that even the symbols of this holiday – from backyard barbecues to fireworks...
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Mordor to the Long Repair: How Might Daily Life Feel in the Next Decades? | How to Think About the Future Part 4, Frankly 148
The Great Simplification with Nate Hagens
This week, Nate continues his “How to Think About the Future” series, where he invites listeners to imagine what it's like to live in different versions of the reality that lies ahead. In today’s edition, Nate builds upon the frameworks outlined in part three to create four distinct future worlds – composites that emerge from various combinations of economic conditions, geopolitical scenarios, power structures, and Earth systems stability. The resulting worlds are not meant to serve as a prediction, but as a set of thought experiments designed to stretch our imagination and to sharpen...
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We Weren't Expecting This: What Does a Super El Niño Mean For the Climate? with Tad Patzek
The Great Simplification with Nate Hagens
This year's projected Super El Niño forming in the Pacific could become one of the strongest climate oscillations in over a century. As regions prepare for the effects, and continue to adapt to extreme heat waves, intensifying storms, accelerating ice loss, and increasingly erratic rainfall, scientists and citizens alike are questioning what our new normal will look like under accelerated global heating. From climate basics to unfolding atmospheric research, what do we know about the trajectory our climate is currently on, and what gaps of knowledge still need to be filled? In this...
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How to Play 5D Chess: It's Not What You Think | Frankly 147
The Great Simplification with Nate Hagens
In this week's Frankly, Nate explores a pattern of thinking that permeates so many of our conversations: we often decide what we think before we've fully heard what's being said. Using the metaphor of a chessboard, he invites listeners to examine how we process information through a series of expanding perspectives. At the closest range, we instinctively assess people and ideas through lenses of threat, familiarity, and belonging. Soon after, conversations become filtered through ideologies, tribes, and cultural labels. That makes it harder to separate the argument itself from the person or...
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No More Dystopian Stories: How to See a Future Worth Living In with Rob Hopkins
The Great Simplification with Nate Hagens
Self-fulfilling prophecies; manifestations; the Oedipus Effect: Humanity has long had an intuition that the stories we tell ourselves the most are often the stories we make come true. Science has found more and more evidence to back this up, through both historical cultural analysis as well as unexpected neurological connections in our brains. If we fully accept this, then what sort of future are we telling with our current cultural narratives, and is there still time to write a new one? In this episode, Nate welcomes Rob Hopkins, co-founder of the Transition Network and author of “How...
info_outlineOver 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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