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Energy Wars | Art Berman

Energy Wars | Art Berman

We have to save ourselves from ourselves

Whoever controls the energy supply controls the new world order.

Russia and China are deepening their relationship, Western allies in the Middle East are joining the fossil-fuelled BRICS alliance spanning the globe, and the Wagner group is loosening Europe’s grip of Africa. The tectonic plates of geopolitics are shifting along new fault lines as rising powers focus on securing resources while the old Empire in the West pretends it can decouple economies and energy. The world is at war, but only one side is being honest about what for.

Acclaimed energy expert Art Berman says this is the culmination of millennia of human fallibility. This is a conversation that takes us from 3000 BCE and the discovery of what he calls the most disruptive technology humans ever had right up to today and the energy wars blooming around the world. We discuss our psychological disposition to immaturity, our cognitive shortcomings when examining complexity, the secrets of holy texts and even morality. Art explains how energy is reshaping geopolitical alliances, which leaders understand the reality of our situation, and why technology cannot solve our problems.

 

An Empire of Denial

Is there a rise from the dead?

Despite claims to the contrary, we still live in an age of empires. The only difference this time is that the one dominating this planet is in full denial of this fact. No empire can avoid its fate however, and this one is of no exception either. In my previous post I’ve shown how Empires fail as they meet their fate at the end of their exponential growth period, but what are the ominous signs of this happening today? How long can the Empire mask its predicament by over-reliance on foreign resources, debt and constant territorial expansion? Is there a way to stop the unraveling, once the abundant flow of resources starts declining?

Finally, is there a way back for Empires from the land of the dead?

Empire State. Photo by Patrick Langwallner on Unsplash

In order to answer these questions, we have to understand what behavior has led up to this point. The key to understand this is that the overuse of resources to the point of unsustainability almost always lends a short term political advantage over those who are more reality conscious and think generations ahead. Thus the more unsustainable your actions are, the more successful you become — on the short term at least. This bidding game virtually guarantees that the Empire ends up overdoing things, resulting in overshoot: using natural resources and polluting Nature at rates well beyond the planet’s capacity to recover.

Lacking any meaningful — let alone politically acceptable — answer to this predicament, however, the Empire’s elite finds itself in a corner. The only way forward would be a rapid adaption and a radical cut-back on excess. Yet, elites cannot back down, else their rivals (both from within and outside) would immediately take advantage, threatening the Empire to plunge into chaos…

…click on the above link to read the rest…

Stanford Scientists Warn That Civilization as We Know It Will End in “Next Few Decades”

Stanford Scientists Warn That Civilization as We Know It Will End in “Next Few Decades”

“Humanity is very busily sitting on a limb that we’re sawing off.”

On New Year’s Day, several Stanford scientists joined CBS‘ Scott Pelley on the program “60 Minutes” to discuss the global mass extinction crisis. Spoiler: no one had any good news.

Tony Barnosky, a Stanford biologist whose work involves using fossil records to map changes in ecosystems over time, told CBS that his work suggests that extinction rates today are moving at roughly 100 times the rate typically seen in Earth’s four-billion-year known history of supporting life.

According to Barnosky, such rapid population loss means that Earth is currently experiencing the worst mass extinction episode since the dinosaurs. And while Earth itself has repeatedly recovered from mass extinction events, the vast majority of the life existing on our planet at the time has not.

Unfortunately, that may well include us humans — or, at least, the trappings of our technological civilization.

“I and the vast majority of my colleagues think we’ve had it,” Barnosky’s Stanford colleague Paul Ehrlich, who also appeared on the show, told Pelley, “that the next few decades will be the end of the kind of civilization we’re used to.”

That grim reality, according to the researchers, means that even if humans manage to survive in some capacity, the wide-reaching impacts of mass extinction — which include habitat destruction, breakdowns in the natural food chain, soil infertility, and more — would cause modern human society to crumble.

“I would say it is too much to say that we’re killing the planet, because the planet’s gonna be fine,” said Barnosky. “What we’re doing is we’re killing our way of life.”

…click on the above link to read the rest…

The Green Transition is Physically Impossible

The Green Transition is Physically Impossible

Overpopulation and the Collapse of Civilization

A major shared goal of the Millennium Alliance for Humanity and the Biosphere (MAHB) and Sustainability Central  is reducing the odds that the “perfect storm” of environmental problems that threaten humanity will lead to a collapse of civilization.  Those threats include  climate disruption, loss of biodiversity (and thus ecosystem services), land-use change and resulting degradation, global toxification, ocean acidification, decay of the epidemiological environment, increasing depletion of important resources, and resource wars (which could go nuclear).  This is not just a list of problems, it is an interconnected complex resulting from interactions within and between what can be thought of as two gigantic complex adaptive systems: the biosphere system and the human socio-economic system.  The manifestations of this interaction are often referred to as “the human predicament.”   That predicament is getting continually and rapidly worse, driven by overpopulation, overconsumption among the rich, and the use of environmentally malign technologies and socio-economic-political arrangements to service the consumption.

All of the interconnected problems are caused in part by overpopulation, in part by overconsumption by the already rich.  One would think that most educated people now understand that the larger the size of a human population, ceteris paribus, the more destructive its impact on the environment.  The degree of overpopulation is best indicated (conservatively) by ecological footprint analysis, which shows that to support today’s population sustainably at current patterns of consumption would require roughly another half a planet, and to do so at the U.S. level would take four to five more Earths.

…click on the above link to read the rest…

Our Economy In a Nutshell

Our Economy In a Nutshell

The economy has reached an inflection point where everything that is unsustainable finally starts unraveling.

Our economy is in a crisis that’s been brewing for decades. The Chinese characters for the English word crisis are famously–and incorrectly–translated as danger and opportunity. The more accurate translation is precarious plus critical juncture or inflection point.

Beneath its surface stability, our economy is precarious because the foundation of the global economy– cheap energy–has reached an inflection point: from now on, energy will become more expensive.

The cost will be too low for energy producers to make enough money to invest in future energy production, and too high for consumers to have enough money left after paying for the essentials of energy, food, shelter, etc., to spend freely.

For the hundred years that resources were cheap and abundant, we could waste everything and call it growth: when an appliance went to the landfill because it was designed to fail (planned obsolescence) so a new one would have to be purchased, that waste was called growth because the Gross Domestic Product (GDP) went up when the replacement was purchased.

A million vehicles idling in a traffic jam was also called growth because more gasoline was consumed, even though the gasoline was wasted.

This is why the global economy is a “waste is growth” Landfill Economy. The faster something ends up in the landfill, the higher the growth.

Now that we’ve consumed all the easy-to-get resources, all that’s left is hard to get and expensive. For example, minerals buried in mountains hundreds of miles from paved roads and harbors require enormous investments in infrastructure just to reach the deposits, extract, process and ship them to distant mills and refineries. Oil deposits that are deep beneath the ocean floor are not cheap to get.

…click on the above link to read the rest of the article…

Has the World Gone Mad?

Understanding the crisis in Ukraine from a peak resource perspective

No, this war is not (just) about getting Ukraine’s resources. Other political ambitions aside, this one is more about the rest of Europe loosing its energy carriers, together with its political power — and stability.

It is no wonder that we use the same word — power — to describe both the use of political force and the rate of energy transfer. It’s almost an axiom, that the more energy (and other mineral resources) a nation has, the more political power it possesses over its neighbors. It is also important note, that power is relative: you don’t need to have all the energy of the galaxy at your fingertips — it’s enough to have a little more than the next country in the row.

In an abundant and growing world (i.e. between 1950 and 1970) this was of little concern. Each and every country had enough —i.e.: enough to generate as much energy and turn up as much minerals and food they need, with headroom to grow — so no one was really bothered to run down their neighbors. Of course this was rarely the case and thus the post WWII years can now be safely considered the biggest anomaly in human history. In ages of discontinuity however, like the one we live through these years, the role of energy is hard to underrate.

Yet, our political leaders and economic pundits would still like to believe that we are in the 80’s and 90’s, the roaring decades of globalization with an ever increasing number of cargo ships criss-crossing the planet’s oceans… Where every international issue and local shortage could be resolved by trade deals or embargoes. What we are witnessing at the moment however, is a dissolution of this idea — together with the myth of infinite replaceability and the effectiveness of sanctions.

…click on the above link to read the rest of the article…

Humans Are Doomed to Go Extinct

Humans Are Doomed to Go Extinct

Habitat degradation, low genetic variation and declining fertility are setting Homo sapiens up for collapse 

Humans Are Doomed to Go Extinct

Credit: Jordan Lye/Getty Images

Cast your mind back, if you will, to 1965, when Tom Lehrer recorded his live album That Was the Year That Was. Lehrer prefaced a song called “So Long Mom (A Song for World War III)” by saying that “if there’s going to be any songs coming out of World War III, we’d better start writing them now.” Another preoccupation of the 1960s, apart from nuclear annihilation, was overpopulation. Stanford University biologist Paul Ehrlich’s book The Population Bomb was published in 1968, a year when the rate of world population growth was more than 2 percent—the highest in recorded history.

Half a century on, the threat of nuclear annihilation has lost its imminence. As for overpopulation, more than twice as many people live on the earth now as in 1968, and they do so (in very broad-brush terms) in greater comfort and affluence than anyone suspected. Although the population is still increasing, the rate of increase has halved since 1968. Current population predictions vary. But the general consensus is that it’ll top out sometime midcentury and start to fall sharply. As soon as 2100, the global population size could be less than it is now. In most countries—including poorer ones—the birth rate is now well below the death rate. In some countries, the population will soon be half the current value. People are now becoming worried about underpopulation.

…click on the above link to read the rest of the article…

World Scientists’ Warnings Into Action, Local to Global

World Scientists’ Warnings Into Action, Local to Global

Abstract

‘We have kicked the can down the road once again – but we are running out of road.’ – Rachel Kyte, Dean of Fletcher School at Tufts University. We, in our capacities as scientists, economists, governance and policy specialists, are shifting from warnings to guidance for action before there is no more ‘road.’ The science is clear and irrefutable; humanity is in advanced ecological overshoot. Our overexploitation of resources exceeds ecosystems’ capacity to provide them or to absorb our waste. Society has failed to meet clearly stated goals of the UN Framework Convention on Climate Change. Civilization faces an epochal crossroads, but with potentially much better, wiser outcomes if we act now. What are the concrete and transformative actions by which we can turn away from the abyss? In this paper we forcefully recommend priority actions and resource allocation to avert the worst of the climate and nature emergencies, two of the most pressing symptoms of overshoot, and lead society into a future of greater wellbeing and wisdom. Humanity has begun the social, economic, political and technological initiatives needed for this transformation. Now, massive upscaling and acceleration of these actions and collaborations are essential before irreversible tipping points are crossed in the coming decade. We still can overcome significant societal, political and economic barriers of our own making. Previously, we identified six core areas for urgent global action – energy, pollutants, nature, food systems, population stabilization and economic goals. Here we identify an indicative, systemic and time-limited framework for priority actions for policy, planning and management at multiple scales from household to global. We broadly follow the ‘Reduce-Remove-Repair’ approach to rapid action. To guide decision makers, planners, managers, and budgeters, we cite some of the many experiments, mechanisms and resources in order to facilitate rapid global adoption of effective solutions…

…click on the above link to read the rest of the article…

Revenge of the Real World

Revenge of the Real World

The status quo response would be amusing if the consequences weren’t so dire.

Rather than stare at empty shelves, you have two options for distraction: you can don a virtual-reality headset and cavort with dolphins in the metaverse, or you can trade various forms of phantom wealth that always go up (happy happy!) because the Fed.

Neither distraction actually solves any real-world problems, a reality we can call the Revenge of the Real World We’ve entered a peculiar phase in American history in which illusions of wealth and control are the favored distractions from the unraveling of the real world economy and social order.

Printing trillions of currency units can’t restore the global supply chain or social cohesion, Rather, jacking phantom wealth to the moon is only accelerating the collapse of the social order and the economy even as it accomplishes absolutely nothing in terms of solving real-world problems.

Let’s start with the core economic realities of the 21st century:

1. The number of high-consumption (“middle class”) people doubled from 1 billion to 2 billion. The human populace has expanded to 7.9 billion individuals, but poor people who don’t have enough money to consume large quantities of energy, goods and services delivered by the global supply chain don’t have much of an impact on global consumption of energy and resources. It’s the number of people jetting around the world playing their part in the landfill economy (toss the old one, buy a new one) who drive “growth” (i.e. waste is growth).

Strangely enough, there are actual physical limits to resources being transformed into junk being dumped in the landfills. Humanity’s rapacious appetite for stuff has extracted all the cheap-to-extract resources and now all that’s left are the increasingly expensive-to-extract resources.

…click on the above link to read the rest of the article…

What is Surplus Energy?

What is Surplus Energy?

I’ve been meaning to write an article featuring Dr. Tim Morgan’s blog for quite some time due to the fact that he has quite an awesome site. You can find his blog here, Surplus Energy Economics. Many people may find the word economics in the name somewhat off-putting, but these economics are more about energy rather than money and relate to the energy cost of energy rather than financial price of energy. This is a primary distinction that many people simply DO NOT UNDERSTAND, which amounts to precisely WHY there is so much misinformation constantly being spread around about all the predicaments my blog focuses on. Energy stocks are a resource that require energy in order to be extracted, shipped, refined, stored, and transported to end users all over the world. The energy stocks remaining (after the energy required to acquire said energy) are available to do actual work and this is the “surplus energy” in the title. Money is nothing more than a claim on future energy. The predicament of energy and resource decline is that due to these facts, money which has value today will continue to become increasingly worth less as time moves forward because the surplus energy it represents is in constant decline.This particular entry, A Moment of truth, is what promulgated this post. It goes into detail about the false narratives which have been attempted to “fix” the issues with energy decline (the constant borrowing from the future to pay for the issues of today) and the fact that degrowth is the only possibility from here on out…

…click on the above link to read the rest of the article…

Material and other limits to scaling wind up to 24 GW by 2050

Material and other limits to scaling wind up to 24 GW by 2050

Preface. Here are just a few of the many important points made in this excellent paper:

  1. Research showing no constraints on the materials needed to build wind turbines “dismiss potential physical constraints and issues with natural resource supply, and do not consider the growth rates of the individual technologies needed or how the energy systems are to be sustained over longer time frames”
  2. Wind turbines and solar panels depend on scarce minerals (i.e. rare earth)
  3. A fast growth of renewables would add new fossil fuel demand to current demand during a transition period

And ramping up wind turbines given their 25 year lifespan is fraught with difficulties:

“This study investigates the implications of fulfilling these growth patterns by letting wind energy grow exponentially reaching 19 TW by 2030 and 24 TW by 2050. These capacities are then assumed to be sustained to the year 2100. Laxson et al. (2006) describes a sustained manufacturing model, where installed capacity of wind energy grows to reach 1%, 20% and 30% of U.S. electricity demand by 2020 or 2030. After 25 years the capacity installed 25 years earlier are replaced (repowered). The need to replace the capacity after the end of the service life of the wind turbines affects the desired manufacturing capacity of the wind industry. If the installed capacity of wind is to be sustained over a longer time frame, an industry capable of replacing the capacity taken out of use must exist. If the growth trajectory is too slow to reach a manufacturing capacity large enough to replace the old turbines in the future, the actual wind capacity in use can in fact see a drop after the initial goal is reached. On the other hand, if the manufacturing capacity is expanded too fast, the demand for new turbines will drop and leave manufacturing capacity idle.

…click on the above link to read the rest of the article…

Myth #22: Nate Hagens discredits claim “We Can Always Get More Resources If We Have More Money”

Myth #22: Nate Hagens discredits claim “We Can Always Get More Resources If We Have More Money”

We can create money, but we cannot create energy, only extract what exists — FASTER.”

“We can create money, but we cannot create energy, only extract what exists — FASTER. And importantly, when money is created the interest is not. This creates a growth imperative for our economy to be able to pay interest in the future. Whenever we’ve encountered resource or energy limits – for example, the 1970s – we started to use the social construct of credit to overcome the near-term economic pain. In every single year since 1965, the United States and the world have grown their total debt more than they’ve grown their economies.”  —Nate Hagens, from his Myth #22

My transcript of this repost focuses on Nate’s 2:55-minute crash course in economics – a valiant attempt to explain to the untutored (like myself) the relationship between money and resources. Without fully understanding his explanation, I’ll just accept at face value that he effectively discredits Myth #22: “We Can Always Get More Resources If We Have More Money.” Myth #22 is one of 33 myths Nate covered in his May 21st Earth Day talk titled, Earth and Humanity: Myth and Reality. The beauty of his 2hr, 52min long, information-rich Earth Day talk is that it is more of an indexed reference tool for recurrent consultation than a lecture meant to be assimilated in one sitting.

At the bottom of this post is a complete time-stamped list of the titles of all of Hagens’ 33 myths, plus his opening Introduction and closing Interventions (and Wild Ideas). The myths can be watched in any order — but, as Hagens mentions, the order decided on seems logical.

…click on the above link to read the rest of the article…

Lithium, Cobalt, and Rare Earths: the Post-Petroleum Resource Race

Lithium, Cobalt, and Rare Earths: the Post-Petroleum Resource Race

Thanks to its very name — renewable energy — we can picture a time in the not-too-distant future when our need for non-renewable fuels like oil, natural gas, and coal will vanish. Indeed, the Biden administration has announced a breakthrough target of 2035 for fully eliminating U.S. reliance on those non-renewable fuels for the generation of electricity. That would be accomplished by “deploying carbon-pollution-free electricity-generating resources,” primarily the everlasting power of the wind and sun.

With other nations moving in a similar direction, it’s tempting to conclude that the days when competition over finite supplies of energy was a recurring source of conflict will soon draw to a close. Unfortunately, think again: while the sun and wind are indeed infinitely renewable, the materials needed to convert those resources into electricity — minerals like cobalt, copper, lithium, nickel, and the rare-earth elements, or REEs — are anything but. Some of them, in fact, are far scarcer than petroleum, suggesting that global strife over vital resources may not, in fact, disappear in the Age of Renewables.

To appreciate this unexpected paradox, it’s necessary to explore how wind and solar power are converted into usable forms of electricity and propulsion. Solar power is largely collected by photovoltaic cells, often deployed in vast arrays, while the wind is harvested by giant turbines, typically deployed in extensive wind farms. To use electricity in transportation, cars and trucks must be equipped with advanced batteries capable of holding a charge over long distances. Each one of these devices usessubstantial amounts of copper for electrical transmission, as well as a variety of other non-renewable minerals. Those wind turbines, for instance, require manganese, molybdenum, nickel, zinc, and rare-earth elements for their electrical generators, while electric vehicles (EVs) need cobalt, graphite, lithium, manganese, and rare earths for their engines and batteries.

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COLLAPSE! — Think of collapse as a drastic and chaotic reduction in energy and resource use

COLLAPSE! — Think of collapse as a drastic and chaotic reduction in energy and resource use

“… my fundamentally conservative core requires a default position that collapse is the most likely outcome,” says physicist Tom Murphy. —

Tom Murphy

“The first thing I should say is that the word ‘collapse’ freaks me out. I don’t use it often, for fear of sounding like an unhinged alarmist. Surely, respectable scientists should want nothing to do with it…. What keeps pulling me back to it — despite my innate repulsion — is not only credible elements of risk that I will get to in this post, but also that I think it’s too important to tolerate our natural tendency to hide from the prospect. Ironically, doing so only raises the odds of that ill fate: mitigation requires direct acknowledgment. Failure to speak openly and honestly about the less-than-remote possibility of collapse is not in our best interest, ultimately. So let’s grit our teeth and confront the collapse monster. What conditions make it at once likely and off most people’s radars? It is a heavy lift for one blog post to do a complete job in motivating collapse as a realistic outcome of the human enterprise. Any one argument can be picked at, but the totality should be considered. This is a long post, so buckle up. For the purposes of this post, we can think of collapse as a drastic and probably chaotic reduction in energy and resource use per person, the result looking primitive by today’s standards.” —Tom Murphy, Do the Math

Tom Murphy is an associate professor of physics at the University of California, San Diego. Murphy’s keen interest in energy topics began with his teaching a course on energy and the environment for non-science majors at UCSD…

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Olduvai IV: Courage
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Olduvai II: Exodus
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