Metacrisis Salon #15

What to Do as the World Falls Apart

Nate Hagens has spent twenty years mapping energy, money and ecology as one predicament. At Salon 15 he lays out four futures that could all arrive at once. The work now, he argues, is to be a grounded human inside whichever one shows up.

September 22, 2026 · Caravan of Dreams, East Village, NY

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Metacrisis Salon #15: What to Do as the World Falls Apart

100B

barrels of oil equivalent burned a year, each worth about five years of human work, by Hagens' arithmetic

7 of 9

planetary boundaries breached in the 2026 Planetary Health Check, which he discussed with Johan Rockström the day before

256

combinations from his four variables, economy, power, geopolitics and Earth systems, collapsed into four scenarios

Part 1 · The Biophysical Macro

Nate Hagens

Host, The Great Simplification · director, Institute for the Study of Energy and Our Future

Nate Hagens on stage with the microphone, the room turned toward him and the Evolutionary Stack on the screen behind them.

Nate opens with a seventeen-minute update on where humanity stands. Then he shows the framework of possible futures he built this year. It has four variables, the four scenarios they combine into, and what each asks of a community. He says the picture is dark. He speaks to the people who want to understand it anyway.

Over the last 2,000 years, he says, there were very long stretches of flat or declining growth. All of our stories were designed inside the last fifty years or so: progress, retirement, careers, what a normal life looks like. Those years were an extraordinary one-time set of circumstances. The circumstances rest on burning about 100 billion barrels of oil equivalent a year in coal, oil and gas. Each barrel is worth around five years of human work. That cheap, abundant energy underpins all of the technological progress, the convenience and the comfort we have. It is a stock. Our culture treats it as a flow.

  • Hagens' arithmetic for the barrel is in Reality Blind, the free systems book he wrote with DJ White.

Society talks about politics and technology and money. Hagens calls these the proximate drivers of progress. Society conflates them with the ultimate drivers. All of that rests on a base of non-renewable energy, resources and materials. All of that rests on a healthy biosphere. He was with Johan Rockström the day before, talking through the Planetary Health Check. Seven of the nine planetary boundaries are exceeded. We are leaving the stability of the Holocene.

  • The 2026 Planetary Health Check, from Rockström's Potsdam Institute and partners, reports seven of nine boundaries breached. Ocean acidification joined the list in the 2025 edition. Only aerosol loading and ozone remain inside the safe zone.

Under the current economic system, better technology is likely to grow our environmental impact rather than shrink it. We build more and more. So the real energy transition, in his view, is mostly not about what kind of energy. It is about our relationship to energy, to each other and to the natural world. Just about every climate meeting he has attended this week has turned into a data center meeting. AI makes things more efficient and needs an enormous amount of energy. So it is a larger draw on the environment. His phrase is that it turbocharges the nervous system of the superorganism. Under this system, he says, it will also accelerate inequality toward some kind of neo-feudalism.

Barring a new boost in productivity, he thinks total global growth is soon over. The first challenge is a financial recalibration. The number of monetary claims against underlying energy and materials will stretch until it snaps back. Two billion people face unaffordable energy because of the Iran war. India and Pakistan have emergency measures. Diesel stations are out of fuel. It is spilling into Europe. Rather than choose austerity, governments and central banks will print and monetize debt. That ends in currency debasement. Renewables and nuclear are the right answers to the wrong question. The right question is how to live using the benefits of this technology in a way that supports human and biosphere wellbeing.

A biophysical phase shift is under way in global politics, alliances and agreements. Even if peace breaks out in the Middle East, who trades with whom has changed. Where the flows go has changed. He expects them to go east rather than west and north. He expects state capitalism and regional trade blocs, the superorganism calving in half. He expects an oil supply that never returns to last year's level. The reasons are shut-in production, damaged fields and security risk.

Climate change, he says, is not the problem. It is a symptom of a larger dysfunction, ecological overshoot. The complex predicament he describes on the podcast cannot be voiced in politics or the press. The day before, he spoke with two European women who work on climate. They did not know each other. Homeland Security held each of them for hours. Each was made to promise not to speak at any publicly announced event in the United States. Stop a random person outside the restaurant with this story, he says, and they would think he had sprouted antlers. People feel something is wrong even so. Democracies and open societies followed the carbon pulse on the way up. What follows it on the way down, he says, is an open question.

Our current 19 terawatt global metabolism, he says, can power a great culture, just not the one we have. We do not face a resource shortage so much as a longage of our expectations. Longage is his word. It applies especially in countries like the United States. He does not know what to do. But there is a task he is more and more comfortable taking on. It is to change the initial conditions of the future, then change the initial conditions of the next one. Gatherings like this one do that. They are seeds of whatever replaces what he calls the metabolic, psychopathic, instrumental economic superorganism. The human story, he says, is advanced but not written. What is at stake is the contest between power and life.

  • His slide for the seed is the Cave of the Hands, the stencilled handprints in Patagonia. He shows it as the kind of cultural change that has happened before.
  • The deck runs seventeen numbered inferences. Sixteen is that this is a rite of passage moment for Homo sapiens. That comes back in the Q&A.

He used to ask only whether the economy would grow or contract. He called the contraction a great simplification. This year he added three more variables. The economy variable asks whether it grows or contracts, toward ecological limits or further into overshoot. Power asks whether it is broad or concentrated, with gains shared or hoarded. Geopolitics asks whether it is interdependent or autarkic, adversarial or friendly. Earth systems ask whether climate stress is moderate or severe, and whether the biosphere is functional or unravelling. Together they give 256 combinations. From those he draws four discussion scenarios. The Long Repair is economic descent with shared power and non-adversarial geopolitics. Its biosphere is degraded relative to our childhoods but stable. Mordor Persists is the default. Growth continues, and more and more energy goes to the energy and materials sector. That is brown growth, which throws off throughput and destroys the biosphere. Fortress World is descent under billionaire control with isolation and failing Earth systems. The Unraveling is the negative quadrant of all four.

  • The four variables are Frankly #139, How to Think About the Future (Part 2), April 24, 2026. The four worlds are the June 25, 2026 essay Mordor to the Long Repair.
  • Each grid names its quadrants. The economy grid has Green Growth, Mordor, The Great Simplification and Mad Max. The power grid has Civic Ideal, The Stewardship Deal, A Captured Democracy and Forced Feudalism. The geopolitics grid has The Globalization Ideal, Friendly Neighbors With Good Fences, The Geopolitical Danger Zone and The Cold War Scenario. The Earth systems grid has Strained but Workable, Quiet Unraveling, Hothouse Triage and Cascading Breakdown. The Long Repair is The Great Simplification, Civic Ideal, Friendly Neighbors and Strained but Workable.
  • Climate stress comes regardless. He says 2027 will be the hottest year of our lives so far. It may be among the coolest of the rest of them.

The line is from the French biologist Olivier Hamant. His episode became the podcast's most watched clip on YouTube. Hagens takes it to mean the future is not uniform. Many futures will coexist. All four scenarios could exist inside one country at once. On his map the northeast lands in the Long Repair. Your region may diverge sharply from other regions in governance and resources. Your zip code may determine your future more than the country you live in. He thinks meetings like this one matter for that reason. Seeds planted in these conversations spiral into things no one could plan.

  • Olivier Hamant, The Optimization Trap: Why Too Much Efficiency Makes Us Fragile, episode 230, August 5, 2026. Hamant directs research at INRAE and the Institut Michel Serres in Lyon.
  • The seven million views for the clip is Hagens' figure from the stage.

There are broad fronts of intervention: infrastructure, poverty and displacement, ecological defense, governance, culture, economic transition and the commons. For each scenario there are no-regret strategies. But he does not think someone in Minnesota should tell New York how to run New York. The person on stage in future, he says, should be someone like Alexis Zeigler of Living Energy Farm. Zeigler was on the podcast on running local electricity at a fraction of current throughput. He is in the room. The degrees of freedom we have as individual citizens may never be greater than they are right now. In the last six months something has dawned on him. He does not want ten million humans who know everything about the metacrisis. He wants ten million who are grounded, in their parasympathetic nervous system, with community, spaciousness and enough to support others. Both, in the end, he says, and that is his hope.

  • The fronts are from Frankly #55, 7 Key Interventions for the Future, March 1, 2024. On the slide they are six columns. Infrastructure (stock and flow), poverty (displacement) and ecology (defend and restore) come first. Then come governance (civic resilience), culture (meaning and stories) and economic (transition and commons). Below them are two boxes, being human now and finding the others. They run across three phases: the stability window, bend not break, and a stable attractor.
  • Alexis Zeigler, Living Without Fossil Fuels: How Living Energy Farm Created a Comfortable Off-Grid Lifestyle, episode 171, April 9, 2025.

Part 2 · How to Be a Human Now

Nate Hagens in profile with the microphone, arms folded, under the pressed-tin ceiling and the flowers of the Dream Room.

After the breakouts, Nate turns inward, to what each of us can do. He says he does not know what we should do as a society, but each of us can be a catalyst. He spent twenty-five years studying what our economy ignores: energy against GDP, debt against energy, people against ecology. Only recently has he started looking at the inner side.

An evolutionary stack, he says, runs from the microbiome up through the enteric system, the gut and its relationship to the brain. Then comes the reptilian hindbrain, then the limbic system, and only then cognition and the neocortex. The enteric system is responsible for homeostasis. Hungry or tired, you are unstable. Each layer has something like a binary switch. In the sympathetic nervous system, fight or flight, we are not at ease. We cannot have these conversations or help a neighbor. With the limbic system hijacked we need to scroll or eat. We think of learning as linear, as if cognition were in charge. In reality the whole stack has to be in a good place before cognition can be applied to anything. That means stable, at ease and satisfied. His slide gives cognition its own switch too, understanding of goals and the future. It reads serene on one side and confused on the other.

  • He wants the left and right brain on the slide too. The left parses things into pieces. The right is holistic and wide-boundary. Our economic system is dominated by the left.
  • Bill Plotkin's episode on ecological adulthood, number 146, October 16, 2024, is one of the influences he names. Another is Samantha Sweetwater, whose book True Human was on the podcast in November 2025. The claim that only five percent of humans reach adulthood in that sense is Hagens' summary of Plotkin from the stage.

For a long time he did not understand why people thanked him after he told them frightening things about the future. Now he thinks it is because they can then see how the pieces fit together. The oceans, the polarization, the data centers, read separately, are just confusing. A map of how they connect calms the system.

The slide calls them Nate's inner tech. The first is do not leave home hungry: exercise, sleep, nutrition and some form of meditation. Without them he spins. The second is spaciousness. That means gaps of an hour or two in the day, and gaps in the week, month and year. He does nothing and almost thinks nothing in them. The flood of oceans, climate, species, war and nuclear risk in his job is a lot. The third is nature every day, a hike or a sit spot by a tree. He lived in Battery Park City and then SoHo 34 years ago. He does not think he could do it now. The fourth is being with his people. The fifth is working on something meaningful to him. He asks the room to name the three to five things that let their body and system be at their best in these times.

It has become harder and harder for him to talk with people who have no idea what is going on with the metacrisis. He calls it almost a speciation. He builds bridges where he lives without talking about it. What he needs is people who share the understanding. Then they can talk about anything else. A few weeks ago he spent five days with fifteen people who know the story. Nobody mentioned it. They went for dim sum and cracked jokes. He remembered that he can be funny. Our culture, he says, is over-tilted toward dopamine and endorphins. It is under-supplied with oxytocin and serotonin. Dopamine drives the doing, the compulsion and the list. Being with his people is the other axis. It is cathartic to his nervous system.

  • The five days became Frankly #152, Watch With Both Eyes Open: The Beauty and the Horror of Our Moment, July 24, 2026.

Don White is one of the original Greenpeace people and co-author of Hagens' books. He was a 22-year-old geologist in Indianapolis. He loved whales and dolphins and lived nowhere near any. He bought a one-way ticket to Hawaii and volunteered to clean out aquarium tanks. Within eight years, by Hagens' telling, he was one of the most effective environmental activists alive. The list includes the driftnet campaign and the dolphin-safe tuna agreement with the largest tuna company. It includes a hand in the Star Trek film with the whales. It includes the end of a dolphin drive kill in Taiwan. Nobody knows about that one, because the deal with the government was to never release the footage. He took a direction that was meaningful to him. It gave meaning to his days. No one, Hagens says, can decide that for you except you.

  • White founded Earthtrust in 1976. Earthtrust credits him with the global pelagic driftnet moratorium and the Flipper Seal of Approval standard. It also credits him with the binding dolphin-safety agreement with the world's largest tuna firm. It says the Taiwan drives have been illegal by national law since 1991. He was a founding member and international campaign director of Greenpeace International.

Suppose many more humans had some checklist like his, and then met in rooms like this one. Those would be the islands of coherence in the world. He ends there and opens the floor. On the question of what we do as individuals and groups, he says, he is a peer of everyone present. He has thought about it longer. But we are headed into uncharted time.

Questions that were asked in the room

Predicament. There are a lot of possible futures. Business as usual has a pretty low probability of continuing. Each thing you mentioned is possible with asterisks. I think fusion is unlikely. Suppose it happened under the same governance, the same economic goals, the same prices and institutions. Then, as Paul Ehrlich said, energy too cheap to meter would be like handing chimpanzees machine guns. We would keep growing and destroy other things. What you are really asking about is what I call advance policy. The policies needed in the next decade are too crazy to voice publicly now. But they will be needed, so we should be researching them. We pay the wrong prices. We include neither the externalities nor the finiteness of the main inputs. Price what is non-renewable on human time scales much higher. Innovators hear that it is scarce, and people use less of it. Doing that now would crash the fragile system. After a financial reset, a policy like that could be a silver bullet of sorts.

I do not think AI is the biggest risk. The biggest risk from AI is that it collapses our financial system. Part of the answer is temperament. I am naturally anxious. In 2008 I buried 500 silver coins in a field half a mile from my house. I marked the hole with a stump. Stumps disintegrate. I dug holes for seven years before I found them. Our minds jump ahead of reality. I have not scaled the podcast. I could have bought clicks. Part of me does not want to shout at people about what is coming. The audience is self-selected. A lot of people are traumatized already and do not need more. If I said the same words from a sympathetic nervous system I would be doing the world a disservice. Sometimes on a deadline I do. There are people in my network who understand exactly what I do and are grounded every day. I am working toward that. Practically: check the news Monday, Wednesday and Friday for half an hour. If you understood this presentation you know enough. There is an addiction to learning every last thing. Squint at the next ten years and the path is clearly not sustainable. My view is the disruption comes in the financial and currency markets. Not first, because for many people, especially outside this country, it is already here.

Meetings like this, and the ones I had earlier this week with people who understand this and are rolling up their sleeves. The United States is not popular in the world right now. It is not only the president. It is the war, the billions who cannot afford fuel, the Epstein files. The pendulum had to swing this far for people to wake up. Now a lot of people need to grow up and show up. It is out in the open now. That allows conversations with unlikely collaborators, as someone said earlier. Nature gives me hope. I think this war will do more for climate change than any technology has. I do not think we get back to the oil production of eight months ago. And friendship gives me hope. Jeff has become one of my best friends. We understand the same facts about the world. This is the time we are alive, and we have to go do the things. He has my back and I have his.

The short answer is that we are too fractured and organized around what. My real answer is that this is beyond my domain. I am trying to lay out the game board. I do not understand organizing. Last week's Frankly was about the real work. What matters to me is a sense of something sacred in our lives beyond convenience, comfort and consumption. What is sacred to me is the natural world. Midwifing the biosphere through the bottlenecks of this century is my personal goal. Organizing around that is a subset of what you care about. It is a good question.

Ten years ago I was not a fan of our species. Then I saw a big difference between the humans in this room and aggregate humanity. Aggregate humanity self-organizes around a huge amount of stored energy. Our expression as a species resembles psychopathy. As individuals, 99 percent of us care about our children and dogs and soup and rainforests and people in other countries. There are maybe 30 million psychopaths in the world, which is not many. But the system is psychopathic in its prices and the incentives built over a century. Two years ago I would not have said that. I just had an evolutionary game theorist on, Greg Elliott, on the psychopathic selection hypothesis. It is compelling. We have to understand how we got here well enough to put guardrails on a future superorganism. Large numbers of humans plus a lot of energy is an emergent effect. You could argue billions of us had to arrive here for a species-level rite of passage. I have flipped. The goal is humans as a keystone species with the potential to be global caretakers instead of destroyers. No one else is going to heal the biosphere. That means regenerative living systems at a lower scale, obviously.

Philanthropy is one of the larger degrees of freedom, and private companies especially. They do not have to follow the rules. They have optionality most of us do not. Tomorrow I am recording with Indy Johar, who is working on a civilizational hedge. Take large institutions, philanthropists and wealth holders, and look at their expected returns. Add the ecological, social, financial and energy constraints. Show that those returns are impossible unless the present changes. These conversations are still boutique, because the AI-will-save-everything story has taken over. I am nearly finished with a Frankly on a framework for philanthropy. In every town, Topeka or Bellevue, people have amassed digital claims on biophysical reality. They should spend them in their community on what is needed. There needs to be a map of what those things are. That is your passion and it gives you meaning, so start mapping.

There is a risk in our culture that when someone is confident about some things, people assume they know other things. I have no idea how to answer that. Where it comes from is accurate. The default is that nature makes the choice for us. I think there is a famine in 2028, for three reasons. First, grain exports from Russia and Ukraine are a quarter of the world's grain, and about half of it is not leaving the ports. Second, fertilizer has not made it out of the Strait of Hormuz, and it is needed for next year's planting. Third, a super El Niño peaks over the next six months, and Europe is already too dry to plant winter crops. The strategic petroleum reserve and China's oil buildup saved us from the big energy shock in the last six months. The same thing happens with food stockpiles next year. Who chooses, and is it the government? We got hints of that in Minneapolis. I do not feel qualified to speculate.

I had lunch with Jeremy Grantham today. He is convinced we are headed for population collapse, through microplastics, endocrine disruptors and demographics. China's fertility rate is about one, against a replacement rate of 2.05. His line: a 35-year-old in China has seen more babies born in their lifetime than will be born in all of human future. I do not know whether he meant China or the world. There are 8.2 billion of us. Population conversations turn quickly into equality and privilege. We add about 80 million eight-pound babies a year and 100 million three-thousand-pound vehicles. Fifteen years ago I decided not to have children because of what I knew. That is about 70 percent true. The other 30 percent is that I wanted to have fun. I asked Sarah Wilson this last week. We need more ecological adults in the future.

The podcast has four categories: natural science, biophysical macro, human behavior, and what to do on the ground. The fourth is going to take up a much larger share. At the dinner some of you were at, we imagined 2036. My takeaway was that for all our diversity we are all constrained by one economic system. As things bifurcate, the standard deviation of how we express our work and meaning is going to explode. That is a good thing. Many of you are yearning for projects in your neighborhood, water systems, food. We are going to need all of it. As a host I have many audiences: politicians and hyper-agents, the walking worried, students, activists. Suppose there is a great simplification in the next twelve months. Then the audience is the hyper-agents, because they can do macro things fast at scale. If we have fifteen years before the wheels come off the financial system, my audience is people in their teens and twenties. They will lead. A message that fits all of them, without knowing which future, is hard. Many of you in this room are more expert on that question than I am.

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