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Ed Webb

European Journal of International Relations-2014-Webber-341-65.pdf.pdf - 0 views

  • the future of European integration and the European Union is more contingent than most integration theories allow
  • the role of domestic politics
  • he extent to which Europe’s uniquely high level of political integration depends on the engagement and support of the region’s economically most powerful ‘semi-hegemonic’ state, Germany
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  • The European Union’s current crisis is symptomatic of a broader crisis or malaise of regional and international multilateralism
  • he EU has proved an extraordinarily robust and crisis-resistant organization. It survived: the collapse of the European Defence Community project in 1954; France’s rejection of two British bids for accession in the 1960s; the empty-chair crisis precipitated by De Gaulle in 1965; the crisis concerning the UK’s contribution to the EU budget in the first half of the 1980s; the semi-destruction of the European Monetary System in 1992–1993; and the defeat of several proposed new treaties in referenda in Denmark, Ireland, France and the Netherlands since the end of the Cold War
  • s serious as the EU’s crisis seemed to be in 2012, there was no unequivocal empirical evidence that the integration process had begun to unwind and the EU to disintegrate. Still no member state had ever left the EU, while several states were queuing to join it. Still no issue-area into which the EU’s competence had previ-ously been extended had been repatriated to the member states. There had still not been any observable formal or actual diminution of the EU’s decision-making and implemen-tation capacities
    • Ed Webb
       
      How do things look from the vantage point of 2016?
  • far more regional organizations have failed, in the sense that they collapsed, than succeeded
  • to ask to what extent there has been any change in the variables that have fuelled the integration process in the pas
  • growing distrust among Europe’s big powers over ‘hard’ security issues is not at the root of Europe’s current crisis
  • From a realist perspective à la Mearsheimer, European disintegration would hence most probably result from an American military withdrawal from Europe and a collapse of NATO
  • uncertainty as to the durability or reliability of the American com-mitment to European military security has led to more rather than less security and defence cooperation between EU member states
  • Classical intergovernmentalism focuses our attention on the evolution and degree of convergence of the stances of the French, German and British governments as determi-nants of the future of European integration. Trends in this trilateral relationship in the last two decades do not augur well for the EU’s future. Growing British Euro-scepticism has made Franco-German threats to exclude the UK from the integration process increas-ingly hollow — not because such threats cannot be implemented, but rather because the British government has been increasingly impervious to them
  • The Franco-German ‘tandem’ can still exercise a decisive influence in the EU even after the post-Cold War enlargements from 12 to 27 member states, especially where the two governments form ‘opposing poles’ in the EU around which other member states can coalesce
  • Intergovernmentalism implies that if a fundamental breakdown should occur in Franco-German relations, this would surely lead to European disintegration
  • IR institutionalists argue that such organizations can achieve a high level of durabil-ity or permanence by helping states to overcome collective action problems, carrying out functions that these cannot (notably ‘facilitating the making and keeping of agreements through the provision of information and reductions in transaction costs’), monitoring compliance, reducing uncertainty and stabilizing expectations
  • From an IR institutionalist perspective, the critical questions relating to the EU’s future are thus whether, especially in the enlarged EU, there are sufficiently pervasive common interests linking member states and whether, much as for intergovernmental-ists, the ‘most powerful states’ (Keohane and Nye, 1993: 18) — by which the US is as much meant as the ‘big three’ EU members — continue to support the integration pro-cess
  • From an IR institutionalist as well as an intergovernmentalist perspective, the EU’s future seems likely to ride on the evolution of the Franco-German relationship,
  • While the governments of “sovereign” member-states remain free to tear up treaties and walk away at any time, the constantly increasing costs of exit in the densely integrated European polity have rendered this option virtually unthinkable’
    • Ed Webb
       
      For governments, perhaps. But when PM Cameron could not resolve this debate within his own party, he opted for a referendum he assumed he would win. It turned out to be thinkable for 52% of those who voted.
  • Whilst historical-institutionalist scholars generally focus on constraints and the ‘“stickiness” of historically evolved insti-tutional arrangements’ and provide ‘explanations of continuity rather than change’, they nonetheless recognize that critical junctures or crises can bring about ‘relatively abrupt institutional change’
  • ‘punctuated equilibrium’
  • ‘As transnational exchange rises, so does the societal demand for supranational rules and organizational capacity to regulate’
  • growing economic interdependence seems increasingly to fore-close other, unilateral policy options and to compel member governments to forge or acquiesce in closer integration
  • Most federations fail (Lemco, quoted in Kelemen, 2007: 53). Multinational federa-tions, of which the EU is certainly an example, may be more prone to failure than others (Kelemen, 2007: 61)
  • it is still not evident that European-level political party groups can ‘discipline’ or ‘moderate’ the positions taken by their national member parties on EU issues
  • R institutionalism and, more so, clas-sical intergovernmentalism are more circumspect about the EU’s future. Viewed from these perspectives, European integration is a more contingent phenomenon, resting on the scope of member states’ common interests, which has arguably narrowed following successive waves of enlargement, and/or on the extent of hegemonic leadership or con-vergence of interests among the EU’s three big powers. The latter has diminished in as far as the UK has proved hostile to closer integration on most issues, leaving the EU’s fate in these perspectives increasingly in the hands of the Franco-German duo
  • Contrasting post-2000 EU politics with that of the preceding half-century, I sug-gest that European integration is threatened by sharply rising hostility towards the EU in the domestic politics of the member states. Contrasting Europe with other regions, I argue that a ‘semi-hegemonic’, pro-integrationist Germany accounts for the uniquely high level of political integration in Europe, but that there is a significant and growing risk that Germany’s commitment to the European ‘project’ will wane in future
  • Hegemonic stability theory derives the indispensability of hegemonic leadership for economic openness and stability from public-goods theory, holding that only large states have a material incentive to supply non-excludable ‘collective’ goods rather than to ‘free-ride’. Germany has strong economic and political incentives in the maintenance of a politically and economically stable Europe that its governments have historically seen as being best secured through integration
  • In some member states, notably but not only in the UK, there was of course always significant domestic political opposition to European integra-tion. Nonetheless, in the post-Cold War and post-Maastricht Treaty period and especially during the last decade, hostility towards the EU and closer European integration has arguably transformed the domestic political context of EU decision-making to the point where one could more accurately speak of an ‘unpermissive dissensus’ that severely constrains the room for manoeuvre of member governments on EU issues
  • At the same time as the balance of political power in many member states has tilted sharply towards ‘anti-European’ political forces, the capacity of governments to control the EU agenda in the member states — a prerequisite for the smooth functioning of the processes of negotiation and ratification of EU policies — has been eroded
  • tension between the requirements or logic of domestic politics, on the one hand, and those of the EU (and international financial markets), on the other
  • , Germany has increasingly visibly assumed the role of the Eurozone’s and the EU’s ‘indispensable’ member
  • growing levels of economic exchange and economic interdependence do indeed create pressures on governments to institutionalize their economic ties. However, levels of political integration in East Asia, the Asia-Pacific and North America are not even remotely comparable to those in Europe
  • It is rather the presence, in the form of Germany, of a pro-integrationist regional hegemon that best explains Europe’s comparatively very high level of political integra-tion
  • What has made the EU exceptional in respect of regional political integration is neither an exceptionally high level of economic integration nor the presence of a ‘leading state’ as such, but rather the fact that, compared with other ‘lead-ing’ regional powers, the member state that occupies this role in the EU — Germany — has pursued a much more radical agenda involving the creation of a quasi-federal European state
  • Germany needs good and close relations with other European states to avert the risk of diplomatic isolation and a resurgence of traditional ‘balance-of-power’ politics in the region
  • EU policy choices do not disproportionately reflect German preferences. Compromise and consensus, not a German diktat, are the rules in EU decision-making
  • As a regional paymaster, but hitherto not typically a disproportionately influential rule-maker, Germany was long more a ‘semi-hegemonic’ than ‘normal’ hegemonic power in the EU
  • A Grand Coalition of pro-European Social and Christian Democrats, on the other hand, may, as the experience of other EU member states suggests, spawn the emergence and growth of new national-populist parties and/or, for electoral-political motives, the transformation into Euro-sceptical movements of those established parties that would then be in the opposition
    • Ed Webb
       
      Since this article was written, the Alternativ für Deutschland party, a far-right populist, anti-immigrant, anti-EU, racist party, has made some inroads in local assemblies in Germany. They don't yet appear a major threat at the national level, though.
  • the EU’s future is more contingent
  • the EU is very vulnerable to domestic political backlashes manifested in the rise of national populism in the member states, particularly so long as few citizens in the member states share a strong European identity and there are no strong pan-European political parties that can effectively integrate and mediate their conflicting interests
  • German domestic politics therefore matters more for the EU’s future than that of any other member state
  • n more than 60 years, the European integration process has confronted and survived many crises. But it has never so far had to confront a crisis ‘made in Germany’.
  • The plethora of regional and pluri- or minilateral trade agreements signed across the world over the last decade or so cannot disguise the fact that most regions in the world remain at best only very weakly politically integrated and regionalorganizations therefore cannot be relied upon to institutionalize and secure peaceful cooperation among their members.
  • Is it possible that, as hegemonic stability theory would suggest, the roots of the gathering crisis of interna-tional multilateralism are to be found in the ‘end of the United States’ unipolar moment’ (Layne, 2006) and the arrival at long last of the long-anticipated decline in the capacity as well as willingness of the US to play the role of a stabilizing international hegemon?
Ed Webb

How Goldman Sachs Created the Food Crisis - By Frederick Kaufman | Foreign Policy - 0 views

  • in 1999, the Commodities Futures Trading Commission deregulated futures markets. All of a sudden, bankers could take as large a position in grains as they liked, an opportunity that had, since the Great Depression, only been available to those who actually had something to do with the production of our food
  • After World War II, the United States was routinely producing a grain surplus, which became an essential element of its Cold War political, economic, and humanitarian strategies -- not to mention the fact that American grain fed millions of hungry people across the world
  • Futures markets traditionally included two kinds of players. On one side were the farmers, the millers, and the warehousemen, market players who have a real, physical stake in wheat. This group not only includes corn growers in Iowa or wheat farmers in Nebraska, but major multinational corporations like Pizza Hut, Kraft, Nestlé, Sara Lee, Tyson Foods, and McDonald's -- whose New York Stock Exchange shares rise and fall on their ability to bring food to peoples' car windows, doorsteps, and supermarket shelves at competitive prices. These market participants are called "bona fide" hedgers, because they actually need to buy and sell cereals. On the other side is the speculator. The speculator neither produces nor consumes corn or soy or wheat, and wouldn't have a place to put the 20 tons of cereal he might buy at any given moment if ever it were delivered. Speculators make money through traditional market behavior, the arbitrage of buying low and selling high. And the physical stakeholders in grain futures have as a general rule welcomed traditional speculators to their market, for their endless stream of buy and sell orders gives the market its liquidity and provides bona fide hedgers a way to manage risk by allowing them to sell and buy just as they pleased.
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  • Every time the due date of a long-only commodity index futures contract neared, bankers were required to "roll" their multi-billion dollar backlog of buy orders over into the next futures contract, two or three months down the line. And since the deflationary impact of shorting a position simply wasn't part of the GSCI, professional grain traders could make a killing by anticipating the market fluctuations these "rolls" would inevitably cause. "I make a living off the dumb money," commodity trader Emil van Essen told Businessweek last year. Commodity traders employed by the banks that had created the commodity index funds in the first place rode the tides of profit
  • dozens of speculative non-physical hedgers followed Goldman's lead and joined the commodities index game, including Barclays, Deutsche Bank, Pimco, JP Morgan Chase, AIG, Bear Stearns, and Lehman Brothers, to name but a few purveyors of commodity index funds. The scene had been set for food inflation that would eventually catch unawares some of the largest milling, processing, and retailing corporations in the United States, and send shockwaves throughout the world
  • Not only does the world's food supply have to contend with constricted supply and increased demand for real grain, but investment bankers have engineered an artificial upward pull on the price of grain futures. The result: Imaginary wheat dominates the price of real wheat, as speculators (traditionally one-fifth of the market) now outnumber bona-fide hedgers four-to-one.
  • a problem familiar to those versed in the history of tulips, dot-coms, and cheap real estate: a food bubble
  • when the global financial crisis sent investors running scared in early 2008, and as dollars, pounds, and euros evaded investor confidence, commodities -- including food -- seemed like the last, best place for hedge, pension, and sovereign wealth funds to park their cash. "You had people who had no clue what commodities were all about suddenly buying commodities," an analyst from the United States Department of Agriculture told me. In the first 55 days of 2008, speculators poured $55 billion into commodity markets, and by July, $318 billion was roiling the markets. Food inflation has remained steady since
  • The more the price of food commodities increases, the more money pours into the sector, and the higher prices rise
  • from 2005 to 2008, the worldwide price of food rose 80 percent -- and has kept rising
  • speculation has also created spikes in everything the farmer must buy to grow his grain -- from seed to fertilizer to diesel fuel
  • The average American, who spends roughly 8 to 12 percent of her weekly paycheck on food, did not immediately feel the crunch of rising costs. But for the roughly 2-billion people across the world who spend more than 50 percent of their income on food, the effects have been staggering: 250 million people joined the ranks of the hungry in 2008, bringing the total of the world's "food insecure" to a peak of 1 billion -- a number never seen before.
  • I asked a handful of wheat brokers what would happen if the U.S. government simply outlawed long-only trading in food commodities for investment banks. Their reaction: laughter. One phone call to a bona-fide hedger like Cargill or Archer Daniels Midland and one secret swap of assets, and a bank's stake in the futures market is indistinguishable from that of an international wheat buyer. What if the government outlawed all long-only derivative products, I asked? Once again, laughter. Problem solved with another phone call, this time to a trading office in London or Hong Kong; the new food derivative markets have reached supranational proportions, beyond the reach of sovereign law
  • nervous countries have responded instead with me-first policies, from export bans to grain hoarding to neo-mercantilist land grabs in Africa. And efforts by concerned activists or international agencies to curb grain speculation have gone nowhere. All the while, the index funds continue to prosper, the bankers pocket the profits, and the world's poor teeter on the brink of starvation
Ed Webb

The Coronavirus and Our Future | The New Yorker - 0 views

  • I’ve spent my life writing science-fiction novels that try to convey some of the strangeness of the future. But I was still shocked by how much had changed, and how quickly.
  • the change that struck me seemed more abstract and internal. It was a change in the way we were looking at things, and it is still ongoing. The virus is rewriting our imaginations. What felt impossible has become thinkable. We’re getting a different sense of our place in history. We know we’re entering a new world, a new era. We seem to be learning our way into a new structure of feeling.
  • The Anthropocene, the Great Acceleration, the age of climate change—whatever you want to call it, we’ve been out of synch with the biosphere, wasting our children’s hopes for a normal life, burning our ecological capital as if it were disposable income, wrecking our one and only home in ways that soon will be beyond our descendants’ ability to repair. And yet we’ve been acting as though it were 2000, or 1990—as though the neoliberal arrangements built back then still made sense. We’ve been paralyzed, living in the world without feeling it.
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  • We realize that what we do now, well or badly, will be remembered later on. This sense of enacting history matters. For some of us, it partly compensates for the disruption of our lives.
  • Actually, we’ve already been living in a historic moment. For the past few decades, we’ve been called upon to act, and have been acting in a way that will be scrutinized by our descendants. Now we feel it. The shift has to do with the concentration and intensity of what’s happening. September 11th was a single day, and everyone felt the shock of it, but our daily habits didn’t shift, except at airports; the President even urged us to keep shopping. This crisis is different. It’s a biological threat, and it’s global. Everyone has to change together to deal with it. That’s really history.
  • There are 7.8 billion people alive on this planet—a stupendous social and technological achievement that’s unnatural and unstable. It’s made possible by science, which has already been saving us. Now, though, when disaster strikes, we grasp the complexity of our civilization—we feel the reality, which is that the whole system is a technical improvisation that science keeps from crashing down
  • Today, in theory, everyone knows everything. We know that our accidental alteration of the atmosphere is leading us into a mass-extinction event, and that we need to move fast to dodge it. But we don’t act on what we know. We don’t want to change our habits. This knowing-but-not-acting is part of the old structure of feeling.
  • Do we believe in science? Go outside and you’ll see the proof that we do everywhere you look. We’re learning to trust our science as a society. That’s another part of the new structure of feeling.
  • it is the first of many calamities that will likely unfold throughout this century. Now, when they come, we’ll be familiar with how they feel.
  • water shortages. And food shortages, electricity outages, devastating storms, droughts, floods. These are easy calls. They’re baked into the situation we’ve already created, in part by ignoring warnings that scientists have been issuing since the nineteen-sixties
  • Imagine what a food scare would do. Imagine a heat wave hot enough to kill anyone not in an air-conditioned space, then imagine power failures happening during such a heat wave.
  • science fiction is the realism of our time
  • Science-fiction writers don’t know anything more about the future than anyone else. Human history is too unpredictable; from this moment, we could descend into a mass-extinction event or rise into an age of general prosperity. Still, if you read science fiction, you may be a little less surprised by whatever does happen. Often, science fiction traces the ramifications of a single postulated change; readers co-create, judging the writers’ plausibility and ingenuity, interrogating their theories of history. Doing this repeatedly is a kind of training. It can help you feel more oriented in the history we’re making now. This radical spread of possibilities, good to bad, which creates such a profound disorientation; this tentative awareness of the emerging next stage—these are also new feelings in our time.
  • remember that you must die. Older people are sometimes better at keeping this in mind than younger people. Still, we’re all prone to forgetting death. It never seems quite real until the end, and even then it’s hard to believe. The reality of death is another thing we know about but don’t feel.
  • This mixture of dread and apprehension and normality is the sensation of plague on the loose. It could be part of our new structure of feeling, too.
  • there are charismatic mega-ideas. “Flatten the curve” could be one of them. Immediately, we get it. There’s an infectious, deadly plague that spreads easily, and, although we can’t avoid it entirely, we can try to avoid a big spike in infections, so that hospitals won’t be overwhelmed and fewer people will die. It makes sense, and it’s something all of us can help to do. When we do it—if we do it—it will be a civilizational achievement: a new thing that our scientific, educated, high-tech species is capable of doing. Knowing that we can act in concert when necessary is another thing that will change us.
  • People who study climate change talk about “the tragedy of the horizon.” The tragedy is that we don’t care enough about those future people, our descendants, who will have to fix, or just survive on, the planet we’re now wrecking. We like to think that they’ll be richer and smarter than we are and so able to handle their own problems in their own time. But we’re creating problems that they’ll be unable to solve. You can’t fix extinctions, or ocean acidification, or melted permafrost, no matter how rich or smart you are. The fact that these problems will occur in the future lets us take a magical view of them. We go on exacerbating them, thinking—not that we think this, but the notion seems to underlie our thinking—that we will be dead before it gets too serious. The tragedy of the horizon is often something we encounter, without knowing it, when we buy and sell. The market is wrong; the prices are too low. Our way of life has environmental costs that aren’t included in what we pay, and those costs will be borne by our descendents. We are operating a multigenerational Ponzi scheme.
  • We’ve decided to sacrifice over these months so that, in the future, people won’t suffer as much as they would otherwise. In this case, the time horizon is so short that we are the future people.
  • Amid the tragedy and death, this is one source of pleasure. Even though our economic system ignores reality, we can act when we have to. At the very least, we are all freaking out together. To my mind, this new sense of solidarity is one of the few reassuring things to have happened in this century. If we can find it in this crisis, to save ourselves, then maybe we can find it in the big crisis, to save our children and theirs.
  • Thatcher said that “there is no such thing as society,” and Ronald Reagan said that “government is not the solution to our problem; government is the problem.” These stupid slogans marked the turn away from the postwar period of reconstruction and underpin much of the bullshit of the past forty years
  • We are individuals first, yes, just as bees are, but we exist in a larger social body. Society is not only real; it’s fundamental. We can’t live without it. And now we’re beginning to understand that this “we” includes many other creatures and societies in our biosphere and even in ourselves. Even as an individual, you are a biome, an ecosystem, much like a forest or a swamp or a coral reef. Your skin holds inside it all kinds of unlikely coöperations, and to survive you depend on any number of interspecies operations going on within you all at once. We are societies made of societies; there are nothing but societies. This is shocking news—it demands a whole new world view.
  • It’s as if the reality of citizenship has smacked us in the face.
  • The neoliberal structure of feeling totters. What might a post-capitalist response to this crisis include? Maybe rent and debt relief; unemployment aid for all those laid off; government hiring for contact tracing and the manufacture of necessary health equipment; the world’s militaries used to support health care; the rapid construction of hospitals.
  • If the project of civilization—including science, economics, politics, and all the rest of it—were to bring all eight billion of us into a long-term balance with Earth’s biosphere, we could do it. By contrast, when the project of civilization is to create profit—which, by definition, goes to only a few—much of what we do is actively harmful to the long-term prospects of our species.
  • Economics is a system for optimizing resources, and, if it were trying to calculate ways to optimize a sustainable civilization in balance with the biosphere, it could be a helpful tool. When it’s used to optimize profit, however, it encourages us to live within a system of destructive falsehoods. We need a new political economy by which to make our calculations. Now, acutely, we feel that need.
  • We’ll remember this even if we pretend not to. History is happening now, and it will have happened. So what will we do with that?
  • How we feel is shaped by what we value, and vice versa. Food, water, shelter, clothing, education, health care: maybe now we value these things more, along with the people whose work creates them. To survive the next century, we need to start valuing the planet more, too, since it’s our only home.
Ed Webb

Mining the Future - Foreign Policy - 0 views

  • No new phone, tablet, car, or satellite transferring your data at lightning speed can be made without certain minerals and metals that are buried in a surprisingly small number of countries, and for which few commonly found substitutes are available. Operating in niche markets with limited transparency and often in politically unstable countries, Chinese firms have locked up supplies of these minerals and metals with a combination of state-directed investment and state-backed capital, making long-term strategic plays, sometimes at a loss
  • unprecedented concentration of market power
  • “Made in China 2025,” aims to build strategic industries in national defense, science, and technology. To meet these objectives, in October 2016, the Ministry of Industry and Information Technology announced an action plan for its metals industry to achieve world-power status: By deploying state-owned enterprises and private firms to resource-rich hot spots around the globe, China would develop and secure other countries’ mineral reserves—including minerals in which China already holds a dominant position
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  • By directly acquiring mines, accumulating equity stakes in natural-resource companies, making long-term agreements to buy mines’ current or future production (known as “off-take agreements”), and investing in new projects under development, Chinese firms traded much-needed capital for outright control or influence over large shares of the global production of these resources. Despite China’s slowing growth and a major pullback in its foreign direct investment in other sectors, the government has maintained robust financial support for resource acquisition; mergers and acquisitions in metals and chemicals hit a record high in 2018.
  • China lacks significant reserves of three resources vital to its tech ambitions: cobalt, platinum-group metals, and lithium. It has successfully employed two strategies to secure control of them. One is driven by China’s state-owned enterprises (SOEs), which use development finance and infrastructure investment to embed themselves in higher-risk countries, establishing close ties with government leaders. The second is investment by state-linked private firms in market-based economies. Both strategies have shown agility and an ability to effectively adapt to local circumstances to achieve the same end.
  • Chile is home to 57 percent of the world’s known lithium reserves, the world’s largest known concentration, and SQM controls roughly half the country’s production
  • DRC is home to nearly two-thirds of the world’s cobalt production and half of its known reserves. Those resources are the prime target of investors for the booming battery industry. Over a decade of steady engagement, China has staked out a dominant position by developing strong political ties and investing in production assets and related infrastructure
  • China’s SOEs and private firms have made at least eight major equity and off-take plays in platinum-group metals in the Bushveld Complex. Such investments in South Africa’s highly concentrated and strategic resource deposits have helped make metals the country’s leading source of export growth, with nearly 50 percent of its metal exports going to China—tying South Africa’s economic welfare directly to Chinese investment.
  • the three countries where nearly 90 percent of global lithium production and more than three-quarters of the world’s known lithium reserves are located: Chile, Argentina, and Australia. In just six years, China has come to dominate the global market: More than 59 percent of the world’s lithium resources are now under its control or influence
  • China now owns or has influence over half of the DRC’s cobalt production, and has a massive stake in its mining industry. Six months ahead of the presidential elections, the event also sent a strong message to candidates about China’s deep investment in copper and cobalt mining—which constitutes 80 percent of the DRC’s export revenue and thousands of jobs—and its capacity to influence the future of the DRC’s economy
  • Natural resources are abundant in China; it is the No. 1 producer and processor of at least ten critical minerals and metals that are essential to high-tech industries and upon which China’s commercial and strategic competitors depend. To reinforce its strength, Chinese firms are acquiring mines and output from the next-largest producers and reserves, giving China both an economic edge in the next high-tech industrial revolution and increasing geopolitical power.
  • In a cash-strapped industry, Chinese firms are financing mine expansion and new development in exchange for a guaranteed supply of lithium in both mature and emerging markets. In Argentina, where President Mauricio Macri is eliminating mineral export taxes, reducing corporate tax rates, and allowing profit repatriation, China is establishing a dominant position in the nascent sector with “streaming deals,” which provide development capital in exchange for future lithium yields to help projects get off the ground. Chinese firms, led by Ganfeng, have stakes in 41 percent of the country’s major planned projects that account for 37 percent of Argentina’s reserves. This raw-material strategy is already coming to fruition: Lithium export volumes from Argentina to China rose nearly fourfold from 2015 to 2017, and China has secured access to the country's lithium for the longer term.
  • This same strategy, combined with asset acquisition, has also been successful in Australia, whose proximity to China, significant lithium reserves, and broad political support for mining investment have attracted Chinese investment. Tianqi and Ganfeng have established stakes in 91 percent of the lithium mining projects underway and 75 percent of the country’s reserves, including some of the world’s largest.
  • Though the final agreement included restrictions on Tianqi’s board and committee participation and its access to SQM’s sensitive data, Tianqi’s equity position still confers considerable influence over SQM.
  • Perhaps the best-known example both of China’s natural-resource dominance and its willingness to exploit it is rare-earth elements, a group of 17 elements that (despite their name) are commonly found, but rarely in concentrations that can be economically extracted. They are important materials for the defense, aerospace, electronics, and renewable energy industries. Over the past two decades China has produced more than 80 percent of the world’s production of rare-earth elements and processed chemicals. In 2010 it cut off exports to Japan amid rising tensions over the East China Sea, and the following year it imposed export quotas that threw governments and manufacturers into a panic. But with the exception of Japan, the attention to this critical vulnerability was short-lived, and little action was taken by other countries reliant on imports to diversify their resources or develop minerals action plans of their own.
  • China declared rare-earth elements a strategic resource in 1990 and prohibited foreign investment in the sector. Six state-owned enterprises control the industry, and the government cut production quotas in 2018 by 36 percent. With global demand for rare-earth elements projected at a compound average growth rate of more than 17 percent to 2025, a supply crunch is likely approaching—and China is already securing other nations’ supplies
  • While Russia strictly limits foreign participation in rare-earth element development, Chinese firms have accumulated off-take agreements and stakes in rare-earth element mines in Australia and Brazil
  • in 2017, China’s Shenghe Resources and two U.S. private equity firms acquired the sole U.S. and North American rare-earth element producer and processor, Molycorp, and its idled mining operations at Mountain Pass, California.
  • In 2016, China’s Yellow Dragon Holdings Ltd. co-invested with Bushveld Minerals, the primary vanadium developer in South Africa’s massive Bushveld Complex, to acquire Strategic Minerals, which owned the Vametco vanadium mine and plant. Yellow Dragon subsequently increased its investment in Bushveld Minerals and has become the fifth-largest shareholder. The holdings deepen China’s influence over South Africa’s vanadium resources and its role in the country’s emerging high-tech sector
  • China’s position is even stronger in graphite, a crystalline form of the element carbon whose high conductivity makes it a major component in electrodes, batteries, and solar panels, as well as industrial products such as steel and composites. For the last 20 years, China has been the leading global supplier of graphite, representing nearly 70 percent of the world’s production in 2018 and 24 percent of its reserves. While synthetic graphite, which is produced from petroleum coke, is an alternative, unfavorable economics constrain its use
  • New projects are concentrated in Mozambique, where the world’s largest graphite mine and fourth-largest known reserves are located. Already, Chinese firms have secured off-take agreements with the three major developers in Mozambique for the majority of their graphite production, and they are financing new development.
  • Japan is 90 percent reliant on China for its graphite
  • This resource consolidation could determine whether China is able to overcome the last major hurdle to achieving its ambitions: a competitive semiconductor industry.
  • Semiconductors can be pure elements or compounds and altered with impurities to improve their conductivity. Several materials are now being used to improve speed and performance, including rare-earth elements, graphite, indium, gallium, tantalum, and cadmium. China is the dominant producer of five out of the six, controls more than 75 percent of the world’s supply of three, and is consolidating control over them all
  • Should China succeed technologically, its capacity to scale production and flood markets (as it has already done with solar panels and wind turbines) has serious implications not only for leading semiconductor producers, but also for national security, if Chinese-manufactured chips are embedded in the devices upon which our data-driven lives, our economies, and our defense systems increasingly depend. While government and industry officials have started to restrict semiconductor sales and scrutinize Chinese acquisition of technology firms—e.g., the United States’ temporary ban on selling semiconductors to ZTE, or the recent flare-up over Huawei —such moves are strengthening China’s resolve to develop its domestic industry. More attention should be paid to its efforts to consolidate critical raw materials and the computing power they confer.
  • In April, U.S. government officials announced plans to meet with lithium industry leaders and automakers with the intention of developing a national electric-vehicle supply chain strategy. It is a start.
Ed Webb

Where Will Everyone Go? - 0 views

  • The odd weather phenomenon that many blame for the suffering here — the drought and sudden storm pattern known as El Niño — is expected to become more frequent as the planet warms. Many semiarid parts of Guatemala will soon be more like a desert. Rainfall is expected to decrease by 60% in some parts of the country, and the amount of water replenishing streams and keeping soil moist will drop by as much as 83%. Researchers project that by 2070, yields of some staple crops in the state where Jorge lives will decline by nearly a third.
  • As their land fails them, hundreds of millions of people from Central America to Sudan to the Mekong Delta will be forced to choose between flight or death. The result will almost certainly be the greatest wave of global migration the world has seen.
  • For most of human history, people have lived within a surprisingly narrow range of temperatures, in the places where the climate supported abundant food production. But as the planet warms, that band is suddenly shifting north.
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  • the planet could see a greater temperature increase in the next 50 years than it did in the last 6,000 years combined. By 2070, the kind of extremely hot zones, like in the Sahara, that now cover less than 1% of the earth’s land surface could cover nearly a fifth of the land, potentially placing 1 of every 3 people alive outside the climate niche where humans have thrived for thousands of years. Many will dig in, suffering through heat, hunger and political chaos, but others will be forced to move on
  • In Southeast Asia, where increasingly unpredictable monsoon rainfall and drought have made farming more difficult, the World Bank points to more than 8 million people who have moved toward the Middle East, Europe and North America. In the African Sahel, millions of rural people have been streaming toward the coasts and the cities amid drought and widespread crop failures. Should the flight away from hot climates reach the scale that current research suggests is likely, it will amount to a vast remapping of the world’s populations.
  • Drought helped push many Syrians into cities before the war, worsening tensions and leading to rising discontent; crop losses led to unemployment that stoked Arab Spring uprisings in Egypt and Libya; Brexit, even, was arguably a ripple effect of the influx of migrants brought to Europe by the wars that followed. And all those effects were bound up with the movement of just 2 million people. As the mechanisms of climate migration have come into sharper focus — food scarcity, water scarcity and heat — the latent potential for large-scale movement comes to seem astronomically larger.
  • Northern nations can relieve pressures on the fastest-warming countries by allowing more migrants to move north across their borders, or they can seal themselves off, trapping hundreds of millions of people in places that are increasingly unlivable. The best outcome requires not only goodwill and the careful management of turbulent political forces; without preparation and planning, the sweeping scale of change could prove wildly destabilizing. The United Nations and others warn that in the worst case, the governments of the nations most affected by climate change could topple as whole regions devolve into war
  • To better understand the forces and scale of climate migration over a broader area, The New York Times Magazine and ProPublica joined with the Pulitzer Center in an effort to model, for the first time, how people will move across borders
  • Our model projects that migration will rise every year regardless of climate, but that the amount of migration increases substantially as the climate changes. In the most extreme climate scenarios, more than 30 million migrants would head toward the U.S. border over the course of the next 30 years
  • If governments take modest action to reduce climate emissions, about 680,000 climate migrants might move from Central America and Mexico to the United States between now and 2050. If emissions continue unabated, leading to more extreme warming, that number jumps to more than a million people. (None of these figures include undocumented immigrants, whose numbers could be twice as high.)
  • As with much modeling work, the point here is not to provide concrete numerical predictions so much as it is to provide glimpses into possible futures. Human movement is notoriously hard to model, and as many climate researchers have noted, it is important not to add a false precision to the political battles that inevitably surround any discussion of migration. But our model offers something far more potentially valuable to policymakers: a detailed look at the staggering human suffering that will be inflicted if countries shut their doors.
  • the coronavirus pandemic has offered a test run on whether humanity has the capacity to avert a predictable — and predicted — catastrophe. Some countries have fared better. But the United States has failed. The climate crisis will test the developed world again, on a larger scale, with higher stakes
  • Climate is rarely the main cause of migration, the studies have generally found, but it is almost always an exacerbating one.
  • In the case of Addis Ababa, the World Bank suggests that in the second half of the century, many of the people who fled there will be forced to move again, leaving that city as local agriculture around it dries up.
  • North Africa’s Sahel provides an example. In the nine countries stretching across the continent from Mauritania to Sudan, extraordinary population growth and steep environmental decline are on a collision course. Past droughts, most likely caused by climate change, have already killed more than 100,000 people there. And the region — with more than 150 million people and growing — is threatened by rapid desertification, even more severe water shortages and deforestation. Today researchers at the United Nations estimate that some 65% of farmable lands have already been degraded. “My deep fear,” said Solomon Hsiang, a climate researcher and economist at the University of California, Berkeley, is that Africa’s transition into a post-climate-change civilization “leads to a constant outpouring of people.”
  • The story is similar in South Asia, where nearly one-fourth of the global population lives. The World Bank projects that the region will soon have the highest prevalence of food insecurity in the world. While some 8.5 million people have fled already — resettling mostly in the Persian Gulf — 17 million to 36 million more people may soon be uprooted, the World Bank found. If past patterns are a measure, many will settle in India’s Ganges Valley; by the end of the century, heat waves and humidity will become so extreme there that people without air conditioning will simply die.
  • We are now learning that climate scientists have been underestimating the future displacement from rising tides by a factor of three, with the likely toll being some 150 million globally. New projections show high tides subsuming much of Vietnam by 2050 — including most of the Mekong Delta, now home to 18 million people — as well as parts of China and Thailand, most of southern Iraq and nearly all of the Nile Delta, Egypt’s breadbasket. Many coastal regions of the United States are also at risk.
  • rough predictions have emerged about the scale of total global climate migration — they range from 50 million to 300 million people displaced — but the global data is limited, and uncertainty remained about how to apply patterns of behavior to specific people in specific places.
  • Once the model was built and layered with both approaches — econometric and gravity — we looked at how people moved as global carbon concentrations increased in five different scenarios, which imagine various combinations of growth, trade and border control, among other factors. (These scenarios have become standard among climate scientists and economists in modeling different pathways of global socioeconomic development.)
  • every one of the scenarios it produces points to a future in which climate change, currently a subtle disrupting influence, becomes a source of major disruption, increasingly driving the displacement of vast populations.
  • Around 2012, a coffee blight worsened by climate change virtually wiped out El Salvador’s crop, slashing harvests by 70%. Then drought and unpredictable storms led to what a U.N.-affiliated food-security organization describes as “a progressive deterioration” of Salvadorans’ livelihoods.
  • climate change can act as what Defense Department officials sometimes refer to as a “threat multiplier.”
  • For all the ways in which human migration is hard to predict, one trend is clear: Around the world, as people run short of food and abandon farms, they gravitate toward cities, which quickly grow overcrowded. It’s in these cities, where waves of new people stretch infrastructure, resources and services to their limits, that migration researchers warn that the most severe strains on society will unfold
  • the World Bank has raised concerns about the mind-boggling influx of people into East African cities like Addis Ababa, in Ethiopia, where the population has doubled since 2000 and is expected to nearly double again by 2035
  • now a little more than half of the planet’s population lives in urban areas, but by the middle of the century, the World Bank estimates, 67% will. In just a decade, 4 out of every 10 urban residents — 2 billion people around the world — will live in slums
  • Migration can bring great opportunity not just to migrants but also to the places they go
  • High emissions, with few global policy changes and relatively open borders, will drive rural El Salvador — just like rural Guatemala — to empty out, even as its cities grow. Should the United States and other wealthy countries change the trajectory of global policy, though — by, say, investing in climate mitigation efforts at home but also hardening their borders — they would trigger a complex cascade of repercussions farther south, according to the model. Central American and Mexican cities continue to grow, albeit less quickly, but their overall wealth and development slows drastically, most likely concentrating poverty further. Far more people also remain in the countryside for lack of opportunity, becoming trapped and more desperate than ever.
  • By midcentury, the U.N. estimates that El Salvador — which has 6.4 million people and is the most densely populated country in Central America — will be 86% urban
  • Most would-be migrants don’t want to move away from home. Instead, they’ll make incremental adjustments to minimize change, first moving to a larger town or a city. It’s only when those places fail them that they tend to cross borders, taking on ever riskier journeys, in what researchers call “stepwise migration.” Leaving a village for the city is hard enough, but crossing into a foreign land — vulnerable to both its politics and its own social turmoil — is an entirely different trial.
  • I arrived in Tapachula five weeks after the breakout to find a city cracking in the crucible of migration. Just months earlier, passing migrants on Mexico’s southern border were offered rides and tortas and medicine from a sympathetic Mexican public. Now migrant families were being hunted down in the countryside by armed national-guard units, as if they were enemy soldiers.
  • Models can’t say much about the cultural strain that might result from a climate influx; there is no data on anger or prejudice. What they do say is that over the next two decades, if climate emissions continue as they are, the population in southern Mexico will grow sharply. At the same time, Mexico has its own serious climate concerns and will most likely see its own climate exodus. One in 6 Mexicans now rely on farming for their livelihood, and close to half the population lives in poverty. Studies estimate that with climate change, water availability per capita could decrease by as much as 88% in places, and crop yields in coastal regions may drop by a third. If that change does indeed push out a wave of Mexican migrants, many of them will most likely come from Chiapas.
  • even as 1 million or so climate migrants make it to the U.S. border, many more Central Americans will become trapped in protracted transit, unable to move forward or backward in their journey, remaining in southern Mexico and making its current stresses far worse.
  • Already, by late last year, the Mexican government’s ill-planned policies had begun to unravel into something more insidious: rising resentment and hate. Now that the coronavirus pandemic has effectively sealed borders, those sentiments risk bubbling over. Migrants, with nowhere to go and no shelters able to take them in, roam the streets, unable to socially distance and lacking even basic sanitation. It has angered many Mexican citizens, who have begun to describe the migrants as economic parasites and question foreign aid aimed at helping people cope with the drought in places where Jorge A. and Cortez come from.
  • a new Mexico-first movement, organizing thousands to march against immigrants
  • Trump had, as another senior government official told me, “held a gun to Mexico’s head,” demanding a crackdown at the Guatemalan border under threat of a 25% tariff on trade. Such a tax could break the back of Mexico’s economy overnight, and so López Obrador’s government immediately agreed to dispatch a new militarized force to the border.
  • laying blame at the feet of neoliberal economics, which he said had produced a “poverty factory” with no regional development policies to address it. It was the system — capitalism itself — that had abandoned human beings, not Mexico’s leaders. “We didn’t anticipate that the globalization of the economy, the globalization of the law … would have such a devastating effect,”
  • No policy, though, would be able to stop the forces — climate, increasingly, among them — that are pushing migrants from the south to breach Mexico’s borders, legally or illegally. So what happens when still more people — many millions more — float across the Suchiate River and land in Chiapas? Our model suggests that this is what is coming — that between now and 2050, nearly 9 million migrants will head for Mexico’s southern border, more than 300,000 of them because of climate change alone.
  • “If we are going to die anyway,” he said, “we might as well die trying to get to the United States.”
  • The world can now expect that with every degree of temperature increase, roughly a billion people will be pushed outside the zone in which humans have lived for thousands of years
  • Without a decent plan for housing, feeding and employing a growing number of climate refugees, cities on the receiving end of migration can never confidently pilot their own economic future.
  • The United States refused to join 164 other countries in signing a global migration treaty in 2018, the first such agreement to recognize climate as a cause of future displacement. At the same time, the U.S. is cutting off foreign aid — money for everything from water infrastructure to greenhouse agriculture — that has been proved to help starving families like Jorge A.’s in Guatemala produce food, and ultimately stay in their homes. Even those migrants who legally make their way into El Paso have been turned back, relegated to cramped and dangerous shelters in Juárez to wait for the hearings they are owed under law.
  • There is no more natural and fundamental adaptation to a changing climate than to migrate. It is the obvious progression the earliest Homo sapiens pursued out of Africa, and the same one the Mayans tried 1,200 years ago. As Lorenzo Guadagno at the U.N.’s International Organization for Migration told me recently, “Mobility is resilience.” Every policy choice that allows people the flexibility to decide for themselves where they live helps make them safer.
  • what may be the worst-case scenario: one in which America and the rest of the developed world refuse to welcome migrants but also fail to help them at home. As our model demonstrated, closing borders while stinting on development creates a somewhat counterintuitive population surge even as temperatures rise, trapping more and more people in places that are increasingly unsuited to human life
  • the global trend toward building walls could have a profound and lethal effect. Researchers suggest that the annual death toll, globally, from heat alone will eventually rise by 1.5 million. But in this scenario, untold more will also die from starvation, or in the conflicts that arise over tensions that food and water insecurity will bring
  • America’s demographic decline suggests that more immigrants would play a productive role here, but the nation would have to be willing to invest in preparing for that influx of people so that the population growth alone doesn’t overwhelm the places they move to, deepening divisions and exacerbating inequalities.
  • At the same time, the United States and other wealthy countries can help vulnerable people where they live, by funding development that modernizes agriculture and water infrastructure. A U.N. World Food Program effort to help farmers build irrigated greenhouses in El Salvador, for instance, has drastically reduced crop losses and improved farmers’ incomes. It can’t reverse climate change, but it can buy time.
  • Thus far, the United States has done very little at all. Even as the scientific consensus around climate change and climate migration builds, in some circles the topic has become taboo. This spring, after Proceedings of the National Academy of Sciences published the explosive study estimating that, barring migration, one-third of the planet’s population may eventually live outside the traditional ecological niche for civilization, Marten Scheffer, one of the study’s authors, told me that he was asked to tone down some of his conclusions through the peer-review process and that he felt pushed to “understate” the implications in order to get the research published. The result: Migration is only superficially explored in the paper.
  • Our modeling and the consensus of academics point to the same bottom line: If societies respond aggressively to climate change and migration and increase their resilience to it, food production will be shored up, poverty reduced and international migration slowed — factors that could help the world remain more stable and more peaceful. If leaders take fewer actions against climate change, or more punitive ones against migrants, food insecurity will deepen, as will poverty. Populations will surge, and cross-border movement will be restricted, leading to greater suffering. Whatever actions governments take next — and when they do it — makes a difference.
  • El Paso is also a place with oppressive heat and very little water, another front line in the climate crisis. Temperatures already top 90 degrees here for three months of the year, and by the end of the century it will be that hot one of every two days. The heat, according to researchers at the University of California, Berkeley, will drive deaths that soon outpace those from car crashes or opioid overdoses. Cooling costs — already a third of some residents’ budgets — will get pricier, and warming will drive down economic output by 8%, perhaps making El Paso just as unlivable as the places farther south.
  • “If we don’t develop a different attitude,” he said, “we’re going to be like people in the lifeboat, beating on those that are trying to climb in.”
Ed Webb

Donald Trump Is the First Demagogue of the Anthropocene - The Atlantic - 0 views

  • Jürgen Scheffran, a professor of geography at the University of Hamburg, has been investigating whether climate change makes armed conflict more likely for more than a decade. In 2012, he worked on a team that analyzed all 27 empirical studies investigating the link between war and climate change.“Sixteen found a significant link between climate and conflict, six did not find a link, and five found an ambiguous relationship,” he told me. He described these numbers as inconclusive. Trying to prove that climate change is linked to war, he said, would be like trying to prove that smoking causes cancer with only one available case study.
  • there is only one world, and not a million worlds, in which the temperature is rising, and you cannot associate a single event—like a single hurricane or a single conflict—to climate change. It’s a statistical problem, and we don’t have enough data yet
  • the U.S. Department of Defense already considers global warming a “threat multiplier” for national security. It expects hotter temperatures and acidified oceans to destabilize governments and worsen infectious pandemics
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  • Martin O’Malley was mocked for suggesting that a climate-change-intensified drought in the Levant—the worst drought in 900 years—helped incite the Syrian Civil War, thus kickstarting the Islamic State. The evidence tentatively supports him. Since the outbreak of the conflict, some scholars have recognized that this drought pushed once-prosperous farmers into Syria’s cities. Many became unemployed and destitute, aggravating internal divisions in the run-up to the war
  • Scheffran underlined these climate connections but declined to emphasize them. “The Syrian War has so many complex interrelated issues—and most of them are political and economic—that the drought is just one contributing factor to the instability in the region,”
  • it’s all about the exogenous shock. We were all interested in, to what extent does a big event like a flooding or a drought undermine society, or trigger a conflict outbreak?
  • Heatwaves, droughts, and other climate-related exogenous shocks do correlate to conflict outbreak—but only in countries primed for conflict by ethnic division. In the 30-year period, nearly a quarter of all ethnic-fueled armed conflict coincided with a climate-related calamity. By contrast, in the set of all countries, war only correlated to climatic disaster about 9 percent of the time
  • climate disaster will not cause a war, but it can influence whether one begins
  • Models predict that northern Africa and the Levant, both already drought-prone, will dry out significantly over the course of the century. On the phone, Schleussner also cited southern Africa and south-central Asia as regions to watch. (It’s no coincidence that some of the largest, longest wars this century have occurred in those places.)
  • a drought-and-flood-fueled armed conflict near the Mediterranean Basin could send people toward Western Europe in the hundreds of millions
  • “I wouldn’t say that there would be a mass migration to Europe, but I would expect to see a large number of people being displaced within Africa,”
  • There is literally, in legal parlance, no such thing as an environmental refugee,” says Edward Carr. “To meet the international standard for refugee, a changing environment is not a forcing. It doesn’t count.”
  • When would you attribute the decision to move to changes in the climate? Does a place have to be dry for five years? For 10 years? Does someone have to have three children die, and then they decide to move?
  • Climate change could push Western politics toward demagoguery and authoritarianism in two ways, then. First, it could devastate agricultural yields and raise food prices; destroy coastal real estate and wash away family wealth; transform old commodities into luxury goods. Second, it could create a wave of migration—likely from conflict, but possibly from environmental ruination—that stresses international reception systems and risks fomenting regional resource disputes.
  • it could erode people’s sense of security, pushing them toward authoritarianism
  • Like the CEO in the 1950s who predicted that America would see flying cars and three-day workweeks by the year 1999, I’ve assumed that every ongoing trend line can be extrapolated out indefinitely. They can’t. The actual future will be far stranger.
  • climate change must be mitigated with all deliberate speed. But he also suggests certain cultural mechanisms. Some Americans may favor more restrictive immigration policies, but—in order to withstand against future waves of mass migration (and humanely deal with the victims of climate change)—racist fears must be unhooked from immigration restrictionism. In other words, as a matter of survival against future authoritarians, white supremacy must be rejected and defeated.
  • Improving the United States’s immune response to authoritarian leadership—a response that could be repeatedly tested in the century to come—can follow from weaving its civic fabric ever tighter. I don’t know what this will look like, exactly, for every person. But here are some places to start: Volunteer. Run for local or state office. Give to charity (whether due to religion or effective altruism). Organize at work. Join a church or a community choir or the local library staff. Make your hometown a better place for refugees to settle. Raise a child well.
  • climate realists have always split their work between mitigation—that is, trying to keep the climate from getting worse—and adaptation—trying to protect what we already have
Ed Webb

Amitav Ghosh: What the West doesn′t get about the climate crisis | Global Ide... - 0 views

  • The Great Derangement, Ghosh's book-length essay from 2016, subtitled Climate Change and the Unthinkable.
  • Western literature has, in the past 200 years or so, become trapped in a world where human comedy and tragedy is separated from nature.
  • Western novels, he believes, are mainly bound by two constraints: plausibility and human agency. Could this happen? And can our hero fight his way through his moral adventure? In some ways, his new novel, Gun Island, full of freak typhoons and unlikely coincidences, is a conscious attempt to break free of those conventions, and so finds room to use climate change as a backdrop. 
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  • he thinks the current predicament says more about the continuities with colonial history than it does about some ruptured future. For some people in the world, the catastrophe has already happened. 
  • "I come from a part of the world where we didn't have very rosy expectations of the world or the future," says Ghosh. "We knew there would be a lot of upheavals, and we witnessed these upheavals at first hand, so in that sense I think Westerners had a belief in stability and the promise of the future that I didn't share."
  • in the Eastern hemisphere, the issue of historical injustice is central to the issue of climate change. "If you go to any Indonesian, or Indian, or Chinese, even people who are perfectly well aware of the climate threat, and say to them: 'why don't you immediately cut all your emissions?' What will you hear? The answer is always profoundly political, it's: 'The West made this problem, let them give everything up first. This is the terrible dilemma in which we're caught."
  • Ghosh thinks it's no coincidence that the constraints of the bourgeois novel began to form at the same time as the West began to use fossil fuels to project its power around the world.
  • "Climate change is absolutely an aspect of empire," he says. "The British Empire was essentially built on fossil fuels: It was the British mastery of coal that gave it a huge military advantage over the rest of the world."
  • "If renewables really were adopted at scale, it would completely shake up the global political order." He argues that oil and gas have to flow through maritime chokepoints controlled by the US, Australia, Britain and Canada, giving them a complete geopolitical advantage.
  • a massive-scale economic adaptation to a new distribution of resources, is too scary to consider: The end of capitalism would be as bad as the end of the world.  "The people who saw the climate crisis first are at the absolute other end: farmers, fishermen, Inuit, indigenous peoples, forest peoples in India, and they've already had to adapt, mainly by moving, finding new livelihoods," says Ghosh. "And indigenous peoples have already lived through the end of the world and found ways to survive."
  • "We're always told that rich countries will adapt better: I don't think that's actually true. I think countries with very complex systems, like the United States and in Europe, are in many ways much more fragile. Just consider food distribution."
Ed Webb

How Extreme Weather Is Pushing Climate Policy Forward - 0 views

  • We may well look back upon 2022 as that moment when the global simultaneity of climate calamity finally crossed an epistemic threshold, registering in the mind’s eye the most compelling image of the whole Earth, now in peril, since the marvelous “Blue Marble” photograph taken from space by the Apollo astronauts in 1972.
  • sense of an axial shift
  • Prompted by a citizens’ assembly on climate in the wake of the 2018 Yellow Jacket uprising, France is implementing a slew of ambitious measures from banning single-use plastic packaging for perishable products to banning short-haul flights where a train or bus trip of two and a half hours or less in an alternative
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  • Banning the use of private jets is already under discussion in France, where there is a latent recognition, as Genevieve Guenther has written in Noema, that the richest 10% are responsible for 52% of cumulative global emissions.
  • Balancing the interests of present constituencies against future repercussions is the key challenge on the immediate horizon, when time has become an ethical dimension as the window to avoid an irreparable cascade of climate consequences is closing.
  • the emergence of a global situationism — that inherent traits do not exist but are shaped by our environment — which places the single Earth in the forefront as a common site for all cultures
Ed Webb

Simon Dalby, 400ppm: Anthropocene Geopolitics | Society and Space - Environment and Pla... - 0 views

  • Humanity is remaking the biosphere; producing the new natures in which the human future will play out. Hence the now widespread use of the term Anthropocene for the period of planetary history in which the dominant ecological force is humanity, or more precisely, fossil fueled industrial capitalist humanity.
  • Natural environments are no longer in any meaningful sense the given context for human existence; they are being remade by land use changes, urbanization and by both technologies and species moved and recombined in numerous artificial assemblages. Atlases with their designations of planetary biomes frequently need replacement with a dynamic cartography charting the changing “anthromes” that are the new terrestrial ecological patterns that matter.
  • Globalization now has to be understood as a process of material transformation quite as much as a matter of trade, culture and politics crossing frontiers. The processes whereby business decisions are made to produce particular products by using certain technologies is key to understanding the future of the planet; economic geography has become essential to geomorphology.
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  • The Westphalian political imaginary of separate competing territorial states is a spatial arrangement singularly unsuited to the collective tasks ahead, but it is the institutional context within which we have to act.
Ed Webb

Climate Efforts Falling Short, U.N. Panel Says - NYTimes.com - 0 views

  • decades of foot-dragging by political leaders had propelled humanity into a critical situation, with greenhouse emissions rising faster than ever. Though it remains technically possible to keep planetary warming to a tolerable level, only an intensive push over the next 15 years to bring those emissions under control can achieve the goal
  • “If we lose another decade, it becomes extremely costly to achieve climate stabilization.”
  • the divisions between wealthy countries and poorer countries that have long bedeviled international climate talks were on display yet again in Berlin.Some developing countries insisted on stripping charts from the report’s executive summary that could have been read as requiring greater effort from them, while rich countries — including the United States — struck out language that might have been seen as implying that they needed to write big checks to the developing countries. Both points survived in the full version of the report, but were deleted from a synopsis meant to inform the world’s top political leaders
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  • since the intergovernmental panel issued its last major report in 2007, far more countries, states and cities have adopted climate plans, a measure of the growing political interest in tackling the problem. They include China and the United States, which are doing more domestically than they have been willing to commit to in international treaty negotiations
  • the emissions problem is still outrunning the determination to tackle it, with atmospheric carbon dioxide levels rising almost twice as fast in the first decade of this century as they did in the last decades of the 20th century. That reflects a huge rush to use coal-fired power plants in developing countries that are climbing up the income scale, especially China, while rich countries are making only slow progress in cutting their high emissions
  • It is increasingly clear that measures like tougher building codes and efficiency standards for cars and trucks can save energy and reduce emissions without harming people’s quality of life, the panel found. And the costs of renewable energy like wind and solar power are falling so fast that its deployment on a large scale is becoming practical
  • if greater efforts to cut emissions are not implemented soon, future generations seeking to limit or reverse climate damage will have to depend on technologies that permanently remove greenhouse gases from the air; in effect, they will be trying to undo the damage caused by the people of today
  • these technologies do not exist on any appreciable scale, the report said, and there is no guarantee that they will be available in the future, much less that they will be affordable
  • The new report, dealing with ways to limit the growth of the emissions that are causing climate change, is the third in recent months. A report released in Stockholm in September found a certainty of 95 percent or greater that humans were the main cause of global warming, and a report released in Yokohama, Japan, two weeks ago said profound effects were already being felt around the world, and were likely to get much worse.
  • the committee described money spent fighting climate change as a form of insurance against the most severe potential consequences
Ed Webb

The Oil Drum | IEA Economist Warns about World Oil Supply - 0 views

  • the market power of the very few oil-producing countries that hold substantial reserves of oil – mostly in the Middle East – would increase rapidly as the oil crisis begins to grip after 2010
  • Many people think there will be a recovery in a few years' time but it will be a slow recovery and a fragile recovery and we will have the risk that the recovery will be strangled with higher oil prices.
  • demand after 2010 is expected to exceed dwindling supplies
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  • I fear that most governments, particularly members of the OECD, will waste time trying to downplay the possible ramifications of declining oil production and to assure the public that everything is under control.
Ed Webb

They Made Him a Moron | The Baffler - 0 views

  •  
    Great fun. Morozov takes down Alec Ross's book on technology, globalization etc.
Ed Webb

How Will Climate Change Affect Politics? - The Atlantic - 0 views

  • Water scarcity, and the potential for a catastrophe, spurred upheaval and anxiety. During that time, a local government pushed a water-conservation agenda more ambitious than just about anything the world had seen. Cape Town faced political fallout and experienced widespread protests. Divisions between the haves and the have-nots in one of the most unequal cities on Earth became the center of discourse. The racial wounds of a post-apartheid country opened once more.
  • “The way the city has managed it is by forcing middle-class South Africans—dominantly white, but not exclusively—to massively cut back on their water use,” says Neil Armitage, a civil engineer who is a lead researcher within the institute. “They struggled for a while until they came up with this Day Zero concept, which was really a warning that if we carried on behaving like we were, then the water was going to run out. That had the desired effect of making people a lot more serious about water, but it also had a horrible political backlash as well.”
  • Cape Town’s social and political problems during its water crisis boiled down to the same fundamental issues that underpin its past as an icon of apartheid: white versus black, and poor versus rich. During a 2014 investigation into water access, the South African Human Rights Commission outlined the problem in Cape Town. “Those areas which lack water and sanitation mirror apartheid spatial geography,” the commission’s findings read. That is to say that even the built water infrastructure is based on exclusion.
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  • Zille encouraged residents to inform on water-hogging neighbors and become “water impimpis”—a callback to an apartheid-era term for black South Africans who spied for the white-dominated government.
  • Almost immediately after city leaders announced the first Day Zero predictions, they came under heavy scrutiny from citizens and activists, especially among Cape Town’s communities of color. Many in labor, socialist, and leftist organizations in the region didn’t believe Day Zero was even a thing. Elements from those organizations created the Cape Town Water Crisis Coalition, which protested Day Zero as propaganda designed both to cover up faulty city water management and to deny expanded access to low-income communities.
  • the management of the crisis has also sparked criticism from the African National Congress, or the ANC, the dominant party in the country. As the only opposition party to control a province, the DA is certainly used to strife with the ANC, but now old struggles over resources have brought that tension to a breaking point.
  • Deeply complicating the dynamic between the two parties is that the Western Cape is the major center of white demographic strength and political clout in the country, and that the DA—while embracing a membership of blacks, “coloured” multiracial descendants of indigenous peoples and Asian immigrants, and whites—often finds white leaders near or at the top
  • Under South Africa’s Constitution, the ANC is responsible for providing water to all citizens, but the actual infrastructure and services in the Western Cape falls upon the DA to manage
  • Last July, when confronted on Twitter by a black user who said that black residents in areas without running home water had experienced Day Zero from birth, Zille, who is white, responded with: “It must be a relief that you weren’t burdened by the legacy of a colonial water-piping system.” Zille, who’s faced harsh internal and external criticism for previous statements in defense of colonialism, this time suffered a rebuke from party boss Mmusi Maimane, and has since been officially suspended from party activities
  • Residents in well-apportioned suburbs pointed fingers at the mostly-black and poor residents of the so-called “informal settlements”—the tin-roofed, sprawling shanties that ring the outskirts of the city—despite the fact that these settlements use the least water per capita of any place in the province. And lacking internal plumbing and sewage, residents in the informal settlements often see in the city’s elites and governing class a neo-colonialist force, doling out resources at whim and mismanaging the commons
  • As they stand now, the Level 6B restrictions created by the city of Cape Town in January 2018 are supposed to limit residents to 50 liters per day, slash agricultural use by 60 percent below last year’s usage, aggressively push water-management devices and fines, and encourage the use of new fittings and other devices to minimize water waste.
  • Americans use somewhere around 90 gallons, or 340 liters, of water every 24 hours. That’s more than 700 pounds of water per day, and that’s not even counting what goes into the food you eat or the thirsty maws of the industries and services that sustain you
  • Right now, the water usage of the average Capetonian sits at about 125 liters per day, a dramatic decrease from the 200 daily liters of last year. Both of those levels sit below the average of developed cities worldwide, and well below the standard American usage of 340 liters.
  • the extreme social engineering brought about by the Day Zero campaign is unlikely to be a long-term solution to future water problems in Cape Town. Nor will it necessarily prove to be a sustainable model for other cities facing water shortages
  • “The climate projections for Cape Town indicate essentially a relatively consistent reduction in the amount of rainfall in Cape Town,” Wolski told me. “In the best case, it would be rainfall that is similar to what we have. But most of the projections indicate reduction.”
  • Environmental think tanks and journalistic outlets have published lists of cities that look likely to run out of water in the near future: São Paulo, Brazil, which faced its own Day Zero situation just a few years ago; Bangalore, India; Beijing, China; Cairo, Egypt; Mexico City; and—surprisingly, given its climate—Moscow, Russia. While each city has a very different set of reasons for its water woes, ranging from pollution to poor infrastructure to poor planning to desertification and drought, they all share a common challenge: Climate change will likely make the task of providing water harder, the populations thirstier, and the people angrier, even as many of the cities grow.
  • shortages in São Paulo sparked street fights, citizen mobilization, and major political dissent in the city
  • inequality manifests both in social stratification and in the development of water-delivery systems to those different strata
  • Mirroring class conflicts in the 20th century, the idea that access to water is a human right has become a driver of solidarity, hardening ad-hoc activist groups into major political movements. Extrapolating to the rest of a warming world, where racial and class barriers have been built into zoning and infrastructure, the uneasy detentes of segregated spaces and places could become new zones of conflict. All you have to do is remove water.
  • so far this winter the rainfall has helped raise the dam levels to just below 60 percent of capacity, which should put off the next crisis point for some time. Cab drivers, students, waiters, and tour guides spoke incessantly of the Day Zero crisis—and with plenty of real venom—but they mostly spoke of it as a thing that had happened, an event that was now being relegated to the past
Ed Webb

The World Bank's Doing Business Indicators Still Work - Foreign Policy - 1 views

  • The Doing Business indicators measure the costs and the number of steps for starting a formal business — for example, a car dealership. If one were to open a car dealership in Madagascar, it would take eight days and cost 35.8 percent of the average annual income (this cost includes official fees and fees for legal or professional services). If one wanted to open a car dealership in Malaysia, it would take 18 to 19 days and cost 5.4 percent of the average annual income. Contrast this with opening a car dealership in United States, where it would only take around four days and cost 1.3 percent of the average annual income. The steps and costs reflect rules, and sometimes the corruption, in a system.
  • The existence of Doing Business has brought about thousands of reforms across the world over the last 15 years. They have led to job creation and improved access to credit and business registration, enhancing competition and investment opportunities worldwide.
  • Doing Business uses country pride and even national chauvinism as a form of jiu jitsu to get countries to reform policies that impact business regulations
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  • Doing Business is a sort of economic cholesterol check — important, even critical, but not the whole story.
  • some critics perceive Doing Business as a libertarian argument against the collection of taxes. On the contrary, Doing Business facilitates the participation of companies in the formal economy, including the payment of taxes and respect for the legal framework
  • The consensus, quite reasonably, calls for more women’s economic empowerment in the developing world. If we want to see empowerment, that generally means women participating in the formal economy, accessing loans from banks, and participating in global supply chains. Any business that seeks bank loans or seeks to participate in supply chains needs to be a formal business. Making it easier for anyone to start a business also has a positive impact on women’s economic empowerment
  • The Doing Business indicators have been subject to a number of methodological adjustments. These have been relatively minor in impact on most countries’ rankings. In the case of Chile, for a variety of reasons, the rankings swung more wildly, in such a way that the center-left Michelle Bachelet administration accused the World Bank and the rankings of being politically motivated. To make matters worse, Paul Romer, then the chief economist of the World Bank, in response to a question from the Wall Street Journal about the possibility of the the ranking being “tainted by the political motivations of bank staff” seemed to imply that he found the rankings unfair and misleading, and he said he would “recalculate national rankings of business competitiveness.” This caused a furor. Romer retracted his statement within 72 hours, the World Bank board reviewed the indicators, and management formally responded.
  • In the future, the World Bank’s money will be less and less important. Instead, its analytics, data, and ability to share lessons across countries are going to be increasingly valued. The World Bank imprimatur also matters more than we appreciate in the United States. The Doing Business indicators should be a big part of the World Bank’s future. Countries that seek to make improvements in their rankings of Doing Business are countries that seek to have better governance and have reform-minded governments. After 15 years of effort, Doing Business has improved with time and is one of the most valuable assets of the World Bank Group.
Ed Webb

The Military-Industrial Jobs Scam | naked capitalism - 0 views

  • despite defense contractor claims to the contrary, increased military spending has been accompanied by job losses in the US
  • the contracting fraud results in US taxpayers paying way more than it would have cost for US personnel to do the work…with the added insult that the tasks were performed by locals for a pittance
  • When contractors receive more taxpayer money, do they generally create more jobs? To answer it, we analyzed the reports of major defense contractors filed annually with the U.S. Securities and Exchange Commission (SEC). Among other things, these reveal the total number of people employed by a firm and the salary of its chief executive officer. We then compared those figures to the federal tax dollars each company received, according to the Federal Procurement Data System, which measures the “dollars obligated,” or funds, the government awards company by company
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  • the Trump administration has stopped at nothing to push the argument that job creation is justification enough for supporting weapons manufacturers to the hilt. Even before Donald Trump was sworn in as president, he was already insisting that military spending was a great jobs creator. He’s only doubled down on this assertion during his presidency. Recently, overriding congressional objections, he even declared a national “emergency” to force through part of an arms sale to Saudi Arabia that he had once claimed would create more than a million jobs. While this claim has been thoroughly debunked, the most essential part of his argument — that more money flowing to defense contractors will create significant numbers of new jobs — is considered truth personified by many in the defense industry
  • In 2012, concerned that those caps on defense spending would cut into their bottom lines, the five top contractors went on the political offensive, making future jobs their weapon of choice. After the Budget Control Act passed, the Aerospace Industries Association — the leading trade group of the weapons-makers — warned that more than one million jobs would be at risk if Pentagon spending were cut significantly. To emphasize the point, Lockheed sent layoff notices to 123,000 employees just before the BCA was implemented and only days before the 2012 election. Those layoffs never actually happened, but the fear of lost jobs would prove real indeed and would last.
  • Pentagon spending was actually higher in 2018 than in 2012
  • From 2012 to 2018, overall employment at Lockheed actually fell from 120,000 to 105,000, according to the firm’s filings with the SEC and the company itself reported a slightly larger reduction of 16,350 jobs in the U.S. In other words, in the last six years Lockheed dramatically reduced its U.S. workforce, even as it hired more employees abroad and received more taxpayer dollars
  • where is all that additional taxpayer money actually going, if not job creation? At least part of the answer is contractor profits and soaring CEO salaries. In those six years, Lockheed’s stock price rose from $82 at the beginning of 2012 to $305 at the end of 2018, a nearly four-fold increase. In 2018, the company also reported a 9% ($590 million) rise in its profits, the best in the industry. And in those same years, the salary of its CEO increased by $1.4 million
  • From 2012 to 2018, the unemployment rate in the U.S. plummeted from roughly 8% to 4%, with more than 13 million new jobs added to the economy. Yet, in those same years, three of the five top defense contractors slashed jobs. In 2018, the Pentagon committed approximately $118 billion in federal money to those firms, including Lockheed — nearly half of all the money it spent on contractors. This was almost $12 billion more than they had received in 2012. Yet, cumulatively, those companies lost jobs and now employ a total of 6,900 fewer employees than they did in 2012, according to their SEC filings.
  • In addition to the reductions at Lockheed, Boeing slashed 21,400 jobs and Raytheon cut 800 employees from its payroll. Only General Dynamics and Northrop Grumman added jobs — 13,400 and 16,900 employees, respectively — making that total figure look modestly better. However, even those “gains” can’t qualify as job creation in the normal sense, since they resulted almost entirely from the fact that each of those companies bought another Pentagon contractor and added its employees to its own payroll
  • “the aerospace and defense (A&D) sector scored record revenues and profits in 2018” with an “operating profit of $81 billion, surpassing the previous record set in 2017.” According to the report, Pentagon contractors were at the forefront of these profit gains. For example, Lockheed’s profit improvement was $590 million, followed closely by General Dynamics at $562 million. As employment shrank, CEO salaries at some of these firms only grew. In addition to compensation for Lockheed’s CEO jumping from $4.2 million in 2012 to $5.6 million in 2018, compensation for the CEO of General Dynamics increased from $6.9 million in 2012 to a whopping $20.7 million in 2018.
  • weapons-making outfits spend more than $100 million on lobbying yearly, donate tens of millions of dollars to the campaigns of members of Congress every election season, and give millions to think tanks annually
  • research has repeatedly shown that, even with this supposed “multiplier effect,” defense spending produces fewer jobs than just about anything else the government puts our money into. In fact, it’s about 50% less effective at creating jobs than if taxpayers were simply allowed to keep their money and use it as they wished
  • As Brown University’s Costs of War project has reported, “$1 billion in military spending creates approximately 11,200 jobs, compared with 26,700 in education, 16,800 in clean energy, and 17,200 in health care.”
  • not only are the green energy and education areas vital to the future of the country, they are also genuine job-creating machines. Yet, the government gives more taxpayer dollars to the defense industry than all these other government functions combined.
  • Reports from the industry’s own trade association show that it has been shedding jobs. According to an Aerospace Industries Association analysis, it supported approximately 300,000 fewer jobs in 2018 than it had reported supporting just three years earlier
  • add to their army of lobbyists, their treasure trove of campaign contributions, and those think tanks on the take, the famed revolving door that sends retired government officials into the world of the weapons makers and those working for them to Washington
  • since 2008, as the Project On Government Oversight’s Mandy Smithberger found, “at least 380 high-ranking Department of Defense officials and military officers shifted into the private sector to become lobbyists, board members, executives, or consultants for defense contractors.” 
Ed Webb

U.S.-Sponsored Big Agriculture Is Leading to Ecological Collapse - 0 views

  • Even amid a pandemic-induced economic shutdown—during which global annual emissions dropped 7 percent—carbon dioxide and methane levels set records in 2020. The last time Earth held this much carbon dioxide in its atmosphere, sea levels were nearly 80 feet higher and the planet was 7 degrees Fahrenheit warmer. The catch: Homo sapiens did not yet exist.
  • “Big agriculture is best” cannot be an argument supported by empirical evidence. By now, it is vitally clear that Earth systems—the atmosphere, oceans, soils, and biosphere—are in various phases of collapse, putting nearly one-half of the world’s gross domestic product at risk and undermining the planet’s ability to support life. And big, industrialized agriculture—promoted by U.S. foreign and domestic policy—lies at the heart of the multiple connected crises we are confronting as a species.
  • As of this writing, animal agriculture accounts for 14.5 percent of total anthropogenic greenhouse gas emissions annually. It is also the source of 60 percent of all nitrous oxide and 50 percent of all methane emissions, which have 36 times and 298 times, respectively, the warming potential of carbon dioxide
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  • Forest loss and species extinctions have only increased as industrial agriculture has scaled up in Brazil. Farmers are burning unprecedented amounts of forest to expand their operations in pursuit of an industrial model. In August 2019, smoke blocked the sun in São Paulo, Brazil, 2,000 miles away from the fires in the state of Amazonas.
  • As agriculture has industrialized in India, the use of pesticides and fertilizers has risen as well. Although it has become more difficult to breathe the air in Brazil, it has become harder to find clean freshwater in India, where pesticide contamination is rising. There, the costs of the industrial agriculture model are plainly ecological and human: Unable to drink the water or pay back the loans they took out to finance their transition to industrial farming, an alarming number of Indian farmers are drinking pesticides instead. Almost a quarter-million Indian farmers have died by suicide since 2000, and 10,281 farmers and farm laborers killed themselves in 2019 alone.
  • we are peering into an abyss of systemic socioecological collapse because every effort has been made to use industrialization to break through all known ecological and human limitations to scaling agriculture.
  • nutrient runoff from industrial agriculture in the U.S. Midwest has created an annual dead zone—a hypoxic area low in or devoid of oxygen—that is the size of Massachusetts
  • Rural communities are experiencing rising suicide rates, especially among young people, along with increases in “deaths of despair” from alcohol and drugs—an expanding human dead zone
  • Industrialized agriculture has been a hallmark of U.S. foreign policy in the post-World War II era. Under the guise of development for all and the mantra of “feed the world,” the United States has used policy to dump surplus grain in low-income countries—undermining markets for smallholder farmers—and cultivate foreign markets as importers of high-input, industrial agriculture technologies to scale agriculture. At home, federal policy since the 1970s has explicitly promoted scaling industrial agriculture through the “get big or get out” imperative.
  • The U.S. Corn Belt, which spans the region from Ohio to Nebraska, produces 75 percent of the country’s corn, but around 35 percent of the region has completely lost its topsoil. Industrial agriculture has been pursued with special zeal in Iowa, where there are 25 million hogs and 3 million people. There, water from the Raccoon River enters the state capital of Des Moines—home to 550,000 people—with nitrates, phosphorus, and bacteria that have exceeded federal safe water drinking standards.
  • Soil and water-conserving perennial varieties of rice, wheat, legumes, and other food-grain crops—which are now being developed—could serve as components of diverse, perennial, multispecies communities of food crops that replicate how nature functions
  • smaller, more diverse farm operations
  • It is time to scale down agriculture and enhance our resilience to coming disruptions
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