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In this conversation, Geoff Matthews discusses the implications of Mark Carney's speech on the global order rupture and its impact on the energy transition, particularly for Australia and New Zealand. He argues that the rupture will accelerate the energy transition, emphasizing the importance of energy independence and the role of renewable energy in achieving it. Matthews also reflects on historical lessons from Australia and New Zealand's trading relationships and how they have adapted to global changes. Takeaways Why global rupture drives energy independence • Why energy independence accelerates the energy transition • Why electrification and clean power are the biggest decarbonisation levers across all industrial manufacturing • Why renewables are broadly available, while fossil fuels are concentrated in a handful of countries • What the rapid rollout of household batteries in Australia shows about delivery speed • Why the US does not control the global energy transition supply chain • How China is industrialising the transition at scale • Why Australia and New Zealand are structurally more resilient than many assume • What this all means for sustainable industrial manufacturing Chapters 00:00 The Global Order Rupture 00:58 Energy Independence and the Transition 05:18 Lessons from Australia and New Zealand's Experience #markcarney #rupture #simpaclive #davos #energytransition #energyindependence #industrialdecarbonisation #sustainablemanufacturing #electrification #cleanenergy #geopolitics #australia #newzealand #China #UnitedStates