Net Zero + Mass Immigration => National Populism
On not thinking things through.

Australia is the latest developed democracy to experience conventional centre-right politics being threatened by a national populist surge. Just as country-club Republicans were Trumped, Gaullists were Le Penned, Forza Italia was Melonied, and the Tories are being Faraged, so the Liberal-National Party Coalition in Australia is getting Hansoned.
What Australia has in common with the pattern in the UK, and the rise of AfD (Alternative for Deutschland) in Germany, is the combination of Net Zero (or equivalent) with mass immigration leading to a national populist surge.
National populism well predates Net Zero. It does not predate the adoption of policies of elite display and elite benefit, particularly regarding immigration. The combination of Net Zero with mass immigration is, however, particularly conducive to surges electoral support for national populism, as we can see in the UK, Germany and now Australia.
It is not hard to see why. Mass prosperity rests on cheap energy: that is much more important than, for instance, free trade. The Industrial Revolution is really the Mass Access To Cheap Energy Revolution. It is that access that is above all else responsible for The Great Enrichment.
As economic historian Jack Goldstone notes:
by 1850 the average English person has at his or her disposal more than ten times the amount of moveable, deployable fuel energy per person used by the rest of the world’s population.
Net Zero means raising the price of energy, thereby narrowing access to it, and, in particular, narrowing the range of economic activity that is commercially sustainable. Even without increasing the population, that will increase contestation over resources.
Add mass immigration to the mix, and that contestation becomes much worse. All the experienced costs of mass immigration—higher rents and house prices; increased congestion; downward pressure on wages and increased fiscal stress (if importing significant numbers of low-capital/skill immigrants); downward pressure on social trust and corrosive effects on the norms and rules that underpin institutions (if importing lots of people from very different cultures); increased crime (if importing significant numbers of people from higher crime cultures)—are then magnified.
In the case of Australia, the 14 December 2025 Bondi massacre by an Islamawi immigrant father and his locally-born son brought these concerns into sharp relief, but the pushback against mass immigration had been building well before that, hence the Albanese Government sharply cutting back its immigrant quotas. (As Australia enforces its borders, the official immigration quotas actually matter.)
One would think that the obvious tension between Net Zero and mass immigration would be an open part of the public policy debate, within and without government. This is where the serial incompetence of mainstream economists in analysing immigration—incompetence that I have discussed here, here, here, here, here, here, here and especially here—is very much germane. For part of their incompetence is utterly failing to produce useful models of the capacities of economies and societies to absorb immigrants. The absence of such models both represents the failure to take the costs of immigration seriously and limits the capacity to examine trade-offs with other policies, such as Net Zero.
Another factor is how much of elite politics is dominated by performative status games. One is a Good and Very Serious Person by affirming the correct narratives. The more folk are insulated from having their beliefs reality-tested, the more dominant in their networks such performative status games will be.
To ensure feedback to correct against wandering off into dysfunctional nonsense is, of course, the point of having open discourse and free elections. But those who adhere to grading people by their beliefs—so take dissent to the beliefs that make them “morally superior” people to be morally illegitimate—are highly motivated to frustrate open discourse and effective democratic feedback: hence cancel culture, the push against “disinformation” and the adoption of the non-electoral politics of institutional capture.
This networked incentive to frustrate open discourse and democratic feedback extends to mainstream media organisations, who have come to live off selling the narratives that affirm one is a Good and Very Serious Person.
Such pressures have led conventional centre-right politicians to either adhere to, or pander to, those elite status games. This particularly applies to politicians obsessed by getting mainstream media coverage. They then have even more reasons to pander to the Narratives That Good People Affirm pushed by mainstream journalists who are playing, and playing to, those same elite status games.
Mainstream journalists, government bureaucrats, advocacy non-profits, academe—these social milieus are all pervaded by such narratives. This is what institutional capture means. It takes a fair bit of intellectual curiousity, and moral courage, to stand against all that social pressure. Too many politicians on the conventional centre-right have neither, so fail as instruments for voters to push back.
Hence the rise of national populism. Precisely because both Net Zero and mass immigration are so much Non Player Character (NPC) “I don’t think things through, I just tick the Good Person status boxes” political/policy positions the obvious, serious, tension between the two gets overlooked. The willingness to punish those who dissent—as is required to have particular beliefs, the affirming of particular narratives, show that you are a Good Person—leads to purity spirals around an ever-narrowing set of acceptable beliefs. Such insulation from reality-tests within elite circles—and so within conventional politics—leads to the surge in non-conventional politics.
Within elite circles—among those addicted to the elite status games of affirming Correct Narratives—national populist electoral surges are viewed as a bizarre and wicked pathology. Yes, inconvenient realities are pathological for those elite status games. But that is because those elite status games are very much pathological in the first place. This is especially so given that the more one has to rationalise away or ignore, the stronger the signalled commitment to the shared status games is.
The tension between Net Zero and mass immigration is obvious if you just think things through. A deep problem across Western societies is that so many Very Serious People are playing status games that rely on not thinking things through: indeed, that actively block doing so.
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Net Zero is badness, period.
Mass illegal immigration is net bad, period.
Mass low skill immigration is problematic in a country whose economy is not growing, which seems to be more or less what your piece is stating, although you frame it more specifically.
And I agree with you fully re: leftist elite performative status games.
But it’s less clear to me that Net Zero is unique as opposed to overregulation in general and NIMBY housing policy and high taxes on capital in terms of being the key specific thing that causes national populism to surge.
Even as I don’t disagree with you that Net Zero is the least defensible leftist elite policy (other than brazenly illegal mass immigration as under behind for 3.5 years starting in 2021).