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Javier E

Religious Constriction - NYTimes.com - 0 views

  • One Gallup report issued last week found that 42 percent of Americans believe “God created humans in their present form 10,000 years ago.”
  • Even among people who said that they were “very familiar” with the theory of evolution, a third still believed that God created humans in their present form 10,000 years ago.
  • compared with other developed countries, America stands out for the level and intensity of its religiosity. People are generally more likely to  say that religion is an important part of their daily lives in relatively poor countries, but as Gallup pointed out in a 2010 report:
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  • The United States is one of the rich countries that bucks the trend. About two-thirds of Americans — 65 percent — say religion is important in their daily lives. Among high-income countries, only Italians, Greeks, Singaporeans and residents of the oil-rich Persian Gulf states are more likely to say religion is important.
  • nearly a third of Americans continue to believe that the Bible “is the actual word of God and is to be taken literally, word for word.”
  • some Americans seem to live in a world where facts can’t exist.Facts such as the idea that the world is ancient, and that all living things evolved and some — like dinosaurs — became extinct. Facts like the proven warming of the world. Facts like the very real possibility that such warming could cause a catastrophic sea-level rise.
Javier E

Free Black Thought: A Manifesto - Persuasion - 0 views

  • In a now-deleted tweet from May 22, 2020, Nikole Hannah-Jones, a Pulitzer Prize-winning reporter for The New York Times, opined, “There is a difference between being politically black and being racially black.”
  • Growing out of the Critical Race Theory (CRT) movement, a culture of censorship has taken root in many of our institutions.
  • The implication of Hannah-Jones’s tweet and candidate Biden’s quip seems to be that you can have African ancestry, dark skin, textured hair, and perhaps even some “culturally black” traits regarding tastes in food, music, and ways of moving through the world. But unless you hold the “correct” political beliefs and values, you are not authentically black.
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  • CRT makes two basic observations: First, that bias and prejudice exist not just in the hearts and minds of individuals, but also in society’s social structures and systems.
  • second, that bias embedded in systems is frequently invisible to the dominant class but perfectly perceptible to its victims
  • This need is especially urgent given the ideological homogeneity of the “antiracist” outlook and efforts of elite institutions, including media, corporations, and an overwhelmingly progressive academia. For the arbiters of what it means to be black that dominate these institutions, there is a fairly narrowly prescribed “authentic” black narrative, black perspective, and black position on every issue that matters.
  • Both of these observations are true at least some of the time
  • The problem is that the second—sometimes referred to as “standpoint epistemology”—contends that only minorities have standing to articulate a view on race and racism.
  • In her book What Does It Mean to Be White?, Robin DiAngelo puts it this way: “Sometimes I am asked, ‘But what if the person of color is wrong and what they think is racism isn’t racism at all?’ To this I say that people of color are much more qualified than we are to make this determination. My not being able to see racism is unrelated to its reality.” Anyone who proffers an alternative perspective can be accused of “privilege.”
  • This insight goes a long way to explaining the current fetishization of experience, especially if it is (redundantly) “lived.” Black people from all walks of life find themselves deferred to by non-blacks
  • black people certainly don’t all “feel” or “experience” the same things. Nor do they all "experience" the same event in an identical way. Finally, even when their experiences are similar, they don’t all think about or interpret their experiences in the same way.
  • Given America’s history of racism, we do have a special obligation to listen closely when marginalized people talk about their experience: The victims of racism will indeed have insights that others cannot possibly glean on their own.
  • we must begin to attend in a serious way to heterodox black voices
  • The practical effects of the new antiracism are everywhere to be seen, but in few places more clearly than in our children’s schools
  • But I cannot agree that, in making space for marginalized voices, everyone else should defer to whatever ideological claims members of a minority group attach to their definition of racism.
  • it tends to go like this: Defer to my lived experience; my lived experience reveals that critical race theory is true; you, too, must abide by critical race theory.
  • First, insisting that large swaths of people keep quiet is not a sustainable moral undertaking
  • Calling on those deemed privileged to mute themselves permanently on issues of race and racism only engenders resentment.
  • When we hear the demand to “listen to black voices,” what is usually meant is “listen to the right black voices.”
  • Many non-black people have heard a certain construction of “the black voice” so often that they are perplexed by black people who don’t fit the familiar model.
  • Similarly, many activists are not in fact “pro-black”: they are pro a rather specific conception of “blackness” that is not necessarily endorsed by all black people.
  • There’s a difference between listening to someone’s experience and tying oneself to their entire worldview. Challenging someone’s viewpoint should not be taken as invalidating their feelings.
  • This is where our new website, Free Black Thought (FBT), seeks to intervene in the national conversation. FBT honors black individuals for their distinctive, diverse, and heterodox perspectives, and offers up for all to hear a polyphony, perhaps even a cacophony, of different and differing black voices.
  • Second, oppressed people, like all people, are sometimes wrong.
  • Lived experience, while important, is just one data point in understanding social reality. Being oppressed doesn’t give anyone a monopoly on wisdom, even about oppression. Indeed, our experience can bias our insight
  • Shelly Eversley’s The Real Negro suggests that in the latter half of the 20th century, the criteria of what constitutes “authentic” black experience moved from perceptible outward signs, like the fact of being restricted to segregated public spaces and speaking in a “black” dialect, to psychological, interior signs. In this new understanding, Eversley writes, “the ‘truth’ about race is felt, not performed, not seen.”
  • one might reasonably question what could be wrong with teaching children “antiracist” precepts. But the details here are full of devils.
  • Third, marginalized communities are diverse.
  • To take an example that could affect millions of students, the state of California has adopted a statewide Ethnic Studies Model Curriculum (ESMC) that reflects “antiracist” ideas. The ESMC’s content inadvertently confirms that contemporary antiracism is often not so much an extension of the civil rights movement but in certain respects a tacit abandonment of its ideals.
  • “The spectrum of thought amongst African Americans is and has always been much broader and multifarious than commonly perceived,” he writes. “Neglect of that fact has led to a homogenization that has tended to submerge African American individuality.”
  • It has thus been condemned as a “perversion of history” by Dr. Clarence Jones, MLK’s legal counsel, advisor, speechwriter, and Scholar in Residence at the Martin Luther King, Jr. Institute at Stanford University:
  • Today, Black people are no less diverse in their political views than they’ve been through the ages.
  • Who alone speaks for a marginalized people? I, for one, will listen to anyone willing to talk with me.
  • Fourth, oppressed people around the world hold claims that directly contradict those of other oppressed people.
  • If you agree that one oppressed group has standing to define reality, it’s hard to argue that all oppressed people around the world don’t have similar standing to define their narratives of oppression, some of which conflict with each other.
  • Finally, some schools are adopting antiracist ideas of the sort espoused by Ibram X. Kendi, according to whom, if metrics such as tests and grades reveal disparities in achievement, the project of measuring achievement must itself be racist.
  • Fifth, once you allow someone else to define reality for you, you never know where it will take you. You’ve now outsourced your analysis to a third party, who may down the line make absurd statements or engage in untenable behavior that you now feel compelled to defend
  • Or consider the third-grade students at R.I. Meyerholz Elementary School in Cupertino, California
  • Essentialist thinking about race has also gained ground in some schools. For example, in one elite school, students “are pressured to conform their opinions to those broadly associated with their race and gender and to minimize or dismiss individual experiences that don’t match those assumptions.” These students report feeling that “they must never challenge any of the premises of [the school’s] ‘antiracist’ teachings.”
  • In contrast, the non-white students were taught that they were “folx (sic) who do not benefit from their social identities,” and “have little to no privilege and power.”
  • We will never effectively address our problems, however, if one set of voices claims unique insight and seeks to shut out the rest from the discussion.
  • Or take New York City’s public school system, one of the largest educators of non-white children in America. In an effort to root out “implicit bias,” former Schools Chancellor Richard Carranza had his administrators trained in the dangers of “white supremacy culture.”
  • A slide from a training presentation listed “perfectionism,” “individualism,” “objectivity” and “worship of the written word” as white supremacist cultural traits to be “dismantled,”
  • The children with “white” in their identity map were taught that they were part of the “dominant culture” which has been “created and maintained…to hold power and stay in power.” They were also taught that they had “privilege” and that “those with privilege have power over others.
  • Parents are justifiably worried about such innovations. What black parent wants her child to hear that grading or math are “racist” as a substitute for objective assessment and real learning? What black parent wants her child told she shouldn’t worry about working hard, thinking objectively, or taking a deep interest in reading and writing because these things are not authentically black?
  • Clearly, our children’s prospects for success depend on the public being able to have an honest and free-ranging discussion about this new antiracism and its utilization in schools. Even if some black people have adopted its tenets, many more, perhaps most, hold complex perspectives that draw from a constellation of rather different ideologies.
  • So let’s listen to what some heterodox black people have to say about the new antiracism in our schools.
  • Coleman Hughes, a fellow at the Manhattan Institute, points to a self-defeating feature of Kendi-inspired grading and testing reforms: If we reject high academic standards for black children, they are unlikely to rise to “those same rejected standards” and racial disparity is unlikely to decrease
  • Chloé Valdary, the founder of Theory of Enchantment, worries that antiracism may “reinforce a shallow dogma of racial essentialism by describing black and white people in generalizing ways” and discourage “fellowship among peers of different races.”
  • We hope it’s obvious that the point we’re trying to make is not that everyone should accept uncritically everything these heterodox black thinkers say. Our point in composing this essay is that we all desperately need to hear what these thinkers say so we can have a genuine conversation
  • We promote no particular politics or agenda beyond a desire to offer a wide range of alternatives to the predictable fare emanating from elite mainstream outlets. At FBT, Marxists rub shoulders with laissez-faire libertarians. We have no desire to adjudicate who is “authentically black” or whom to prefer.
Javier E

Who Decides What's Racist? - Persuasion - 0 views

  • Growing out of the Critical Race Theory (CRT) movement, a culture of censorship has taken root in many of our institutions.
  • CRT makes two basic observations: First, that bias and prejudice exist not just in the hearts and minds of individuals, but also in society’s social structures and systems.
  • second, that bias embedded in systems is frequently invisible to the dominant class but perfectly perceptible to its victims
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  • Both of these observations are true at least some of the time
  • The problem is that the second—sometimes referred to as “standpoint epistemology”—contends that only minorities have standing to articulate a view on race and racism.
  • In her book What Does It Mean to Be White?, Robin DiAngelo puts it this way: “Sometimes I am asked, ‘But what if the person of color is wrong and what they think is racism isn’t racism at all?’ To this I say that people of color are much more qualified than we are to make this determination. My not being able to see racism is unrelated to its reality.” Anyone who proffers an alternative perspective can be accused of “privilege.”
  • Given America’s history of racism, we do have a special obligation to listen closely when marginalized people talk about their experience: The victims of racism will indeed have insights that others cannot possibly glean on their own.
  • Calling on those deemed privileged to mute themselves permanently on issues of race and racism only engenders resentment.
  • it tends to go like this: Defer to my lived experience; my lived experience reveals that critical race theory is true; you, too, must abide by critical race theory.
  • First, insisting that large swaths of people keep quiet is not a sustainable moral undertaking
  • There’s a difference between listening to someone’s experience and tying oneself to their entire worldview. Challenging someone’s viewpoint should not be taken as invalidating their feelings.
  • We will never effectively address our problems, however, if one set of voices claims unique insight and seeks to shut out the rest from the discussion.
  • Second, oppressed people, like all people, are sometimes wrong.
  • Lived experience, while important, is just one data point in understanding social reality. Being oppressed doesn’t give anyone a monopoly on wisdom, even about oppression. Indeed, our experience can bias our insight
  • Third, marginalized communities are diverse.
  • “The spectrum of thought amongst African Americans is and has always been much broader and multifarious than commonly perceived,” he writes. “Neglect of that fact has led to a homogenization that has tended to submerge African American individuality.”
  • Today, Black people are no less diverse in their political views than they’ve been through the ages.
  • Who alone speaks for a marginalized people? I, for one, will listen to anyone willing to talk with me.
  • Fourth, oppressed people around the world hold claims that directly contradict those of other oppressed people.
  • If you agree that one oppressed group has standing to define reality, it’s hard to argue that all oppressed people around the world don’t have similar standing to define their narratives of oppression, some of which conflict with each other.
  • Fifth, once you allow someone else to define reality for you, you never know where it will take you. You’ve now outsourced your analysis to a third party, who may down the line make absurd statements or engage in untenable behavior that you now feel compelled to defend
  • But I cannot agree that, in making space for marginalized voices, everyone else should defer to whatever ideological claims members of a minority group attach to their definition of racism.
  • The implication of Hannah-Jones’s tweet and candidate Biden’s quip seems to be that you can have African ancestry, dark skin, textured hair, and perhaps even some “culturally black” traits regarding tastes in food, music, and ways of moving through the world. But unless you hold the “correct” political beliefs and values, you are not authentically black.
  • In a now-deleted tweet from May 22, 2020, Nikole Hannah-Jones, a Pulitzer Prize-winning reporter for The New York Times, opined, “There is a difference between being politically black and being racially black.”
  • Shelly Eversley’s The Real Negro suggests that in the latter half of the 20th century, the criteria of what constitutes “authentic” black experience moved from perceptible outward signs, like the fact of being restricted to segregated public spaces and speaking in a “black” dialect, to psychological, interior signs. In this new understanding, Eversley writes, “the ‘truth’ about race is felt, not performed, not seen.”
  • This insight goes a long way to explaining the current fetishization of experience, especially if it is (redundantly) “lived.” Black people from all walks of life find themselves deferred to by non-blacks
  • black people certainly don’t all “feel” or “experience” the same things. Nor do they all "experience" the same event in an identical way. Finally, even when their experiences are similar, they don’t all think about or interpret their experiences in the same way.
  • we must begin to attend in a serious way to heterodox black voices
  • This need is especially urgent given the ideological homogeneity of the “antiracist” outlook and efforts of elite institutions, including media, corporations, and an overwhelmingly progressive academia. For the arbiters of what it means to be black that dominate these institutions, there is a fairly narrowly prescribed “authentic” black narrative, black perspective, and black position on every issue that matters.
  • When we hear the demand to “listen to black voices,” what is usually meant is “listen to the right black voices.”
  • Many non-black people have heard a certain construction of “the black voice” so often that they are perplexed by black people who don’t fit the familiar model.
  • Similarly, many activists are not in fact “pro-black”: they are pro a rather specific conception of “blackness” that is not necessarily endorsed by all black people.
  • This is where our new website, Free Black Thought (FBT), seeks to intervene in the national conversation. FBT honors black individuals for their distinctive, diverse, and heterodox perspectives, and offers up for all to hear a polyphony, perhaps even a cacophony, of different and differing black voices.
  • The practical effects of the new antiracism are everywhere to be seen, but in few places more clearly than in our children’s schools
  • one might reasonably question what could be wrong with teaching children “antiracist” precepts. But the details here are full of devils.
  • To take an example that could affect millions of students, the state of California has adopted a statewide Ethnic Studies Model Curriculum (ESMC) that reflects “antiracist” ideas. The ESMC’s content inadvertently confirms that contemporary antiracism is often not so much an extension of the civil rights movement but in certain respects a tacit abandonment of its ideals.
  • It has thus been condemned as a “perversion of history” by Dr. Clarence Jones, MLK’s legal counsel, advisor, speechwriter, and Scholar in Residence at the Martin Luther King, Jr. Institute at Stanford University:
  • Essentialist thinking about race has also gained ground in some schools. For example, in one elite school, students “are pressured to conform their opinions to those broadly associated with their race and gender and to minimize or dismiss individual experiences that don’t match those assumptions.” These students report feeling that “they must never challenge any of the premises of [the school’s] ‘antiracist’ teachings.”
  • In contrast, the non-white students were taught that they were “folx (sic) who do not benefit from their social identities,” and “have little to no privilege and power.”
  • The children with “white” in their identity map were taught that they were part of the “dominant culture” which has been “created and maintained…to hold power and stay in power.” They were also taught that they had “privilege” and that “those with privilege have power over others.
  • Or consider the third-grade students at R.I. Meyerholz Elementary School in Cupertino, California
  • Or take New York City’s public school system, one of the largest educators of non-white children in America. In an effort to root out “implicit bias,” former Schools Chancellor Richard Carranza had his administrators trained in the dangers of “white supremacy culture.”
  • A slide from a training presentation listed “perfectionism,” “individualism,” “objectivity” and “worship of the written word” as white supremacist cultural traits to be “dismantled,”
  • Finally, some schools are adopting antiracist ideas of the sort espoused by Ibram X. Kendi, according to whom, if metrics such as tests and grades reveal disparities in achievement, the project of measuring achievement must itself be racist.
  • Parents are justifiably worried about such innovations. What black parent wants her child to hear that grading or math are “racist” as a substitute for objective assessment and real learning? What black parent wants her child told she shouldn’t worry about working hard, thinking objectively, or taking a deep interest in reading and writing because these things are not authentically black?
  • Clearly, our children’s prospects for success depend on the public being able to have an honest and free-ranging discussion about this new antiracism and its utilization in schools. Even if some black people have adopted its tenets, many more, perhaps most, hold complex perspectives that draw from a constellation of rather different ideologies.
  • So let’s listen to what some heterodox black people have to say about the new antiracism in our schools.
  • Coleman Hughes, a fellow at the Manhattan Institute, points to a self-defeating feature of Kendi-inspired grading and testing reforms: If we reject high academic standards for black children, they are unlikely to rise to “those same rejected standards” and racial disparity is unlikely to decrease
  • Chloé Valdary, the founder of Theory of Enchantment, worries that antiracism may “reinforce a shallow dogma of racial essentialism by describing black and white people in generalizing ways” and discourage “fellowship among peers of different races.”
  • We hope it’s obvious that the point we’re trying to make is not that everyone should accept uncritically everything these heterodox black thinkers say. Our point in composing this essay is that we all desperately need to hear what these thinkers say so we can have a genuine conversation
  • We promote no particular politics or agenda beyond a desire to offer a wide range of alternatives to the predictable fare emanating from elite mainstream outlets. At FBT, Marxists rub shoulders with laissez-faire libertarians. We have no desire to adjudicate who is “authentically black” or whom to prefer.
Javier E

World's confidence in US leadership under Trump at new low, poll finds | US news | The ... - 0 views

  • Global confidence in US leadership has fallen to a new low, and the country now ranks below China in worldwide approval ratings, according to a new Gallup poll.
  • The survey of opinion in 134 countries showed a record collapse in approval for the US role in the world, from 48% under Obama to 30% after one year of Donald Trump – the lowest level Gallup has recorded since beginning its global leadership poll over a decade ago.
  • Germany is now seen as a global leader by many more people (41% of the sample), with China in second place on 31%. Russia has 27% approval for its global role according to the poll.
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  • The latest study confirms some of the worst fears of foreign policy analysts in the US and Europe that Trump’s “America first” approach, combined with his volatile and irascible personality, is weakening cohesion among western democracies in the face of a growing challenge from autocracies in Russia and China, and the rise of illiberal democracies and xenophobic nationalism inside Europe.
  • Approval of US leadership climbed by 10% or more in only four countries: Belarus, Israel, Macedonia and Liberia. It increased moderately in Russia, the former Soviet states in central Asia and parts of west Africa.
  • One of the sharpest declines in confidence in US leadership was in the UK, where it dropped by 26 percentage points. A third of Britons questioned in the new poll expressed approval, with 63% voicing disapproval.
  • more people now disapprove of US leadership than approve. This historic low puts the US’s leadership approval rating on par with China’s and sets a new bar for disapproval.”
  • In just under half of the world’s countries – 65 out of 134 – US standing collapsed, by 10 percentage points or more. Some of the biggest losses were among Washington’s closest allies in western Europe, Australia and Latin America.
  • Gallup found that the median of worldwide disapproval of US leadership has hit a new record of 43%, higher than disapproval of Russia (36%), China (30%) or Germany (25%).
  • The US has fallen below China in the Gallup global poll once before, in the last year of the George W Bush administration in 2008, but both the US and China were significantly more popular then than they are now.
  • The collapse in support is particularly dramatic in Canada and Latin America, where 49% approved of the Obama administration’s leadership, with 27% disapproval in 2016. After Trump’s first year, the ratings graph has scissored sharply, with only 24% now expressing faith in US leadership – a new low - and 58% disapproving.
  • The Gallup report said that China, which has overtaken the US as the leading trading partner in parts of Latin America, “may be positioned to take further advantage”. It’s approval rating across the Americas is four percentage points higher than the US, but disapproval is much lower at 35%
  • it is clear that based on the trajectory of what the world thinks of the US, many of the US alliances and partnerships that the Trump administration considers a ‘great strength’ are potentially at risk.”
  • the most serious finding was the severe drop in approval for US leadership in the world’s democracies. He said: “Elected leaders care what their publics think about the United States. These numbers will make it harder for those leaders to publicly cooperate with the Trump administration – even when it might be in their interest to do so.”
Javier E

Young and to the left? Not in Germany, where the Merkel generation prefers an old hand.... - 0 views

  • Fifty-seven percent of first-time voters, for instance, favor the chancellor, compared with 21 percent who prefer her Social Democratic rival, Martin Schulz, according to polling conducted by the Forsa Institute.
  • It also marks a change within Germany, where young voters typically have chosen the Social Democrats, and increasingly the Greens, in the postwar era. The first time Merkel’s center-right Christian Democratic Union captured the largest share of the youth vote without the help of its Bavarian counterpart, the Christian Social Union, was in 2013. 
  • This generation came to political consciousness in the anxious aftermath of the 9/11 attacks but then watched their own country weather the financial crisis later that decade with relative ease. The European Union is suddenly no longer a given, and the United States, which steered Germany to political normalization, is looking inward under a president who promises “America first.”
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  • Students in Magdeburg took comfort in Germany’s stability but voiced pessimism about the safety of the world — somewhat the inverse of the perspective with which earlier generations came of age. 
  • “I’m afraid about the future,” said Philipp Thiel, 27, who is training to become a teacher at the Otto von Guericke University Magdeburg. “I don’t expect a third world war but maybe something like that, with North Korea, Turkey, [Russian President Vladimir] Putin, Trump,” he said.
  • Merkel, he said, is a contrast to bellicose world leaders. “She’s someone who will say, ‘Okay guys, calm down.’ ”
  • much of her audience sees Merkel only for her role on the world stage — her ability to keep Russia in line, her willingness to counter President Trump and, most recently, her appeal for talks with North Korea.
  • “A feeling that I sometimes sense among our viewers is, ‘Could somebody please stop the world for a moment, just so I could try to understand one crisis at a time?’ ” said Schulz, who is 27 and described 9/11 as the moment “politics started” for her. Her parents, she said, did not worry about terrorism, and they believed they had moved past the brand of politics it breeds — nationalism.
  • in traveling across the country to prepare for the show, Schulz said, she heard one view repeatedly: “We are doing fine as a generation.” Germany boasts the lowest youth unemployment rate, 6.5 percent, of any E.U. country. Quibbles, Schulz said, are dismissed as “Luxusprobleme,” best translated as “First World problems.”
  • But this idea — almost a sense of gratitude — may be dissuading young people from getting more involved in politics, Schulz warned. Just six lawmakers in the Bundestag, the 630-member lower house of Parliament, were born after 1985. 
  • Wolfgang Gründinger, author of the book “Old Geezers’ Politics,” said Germany’s older generations “are robbing the youth of their future,” pointing to the lack of attention to education and child poverty in this month’s electoral debate.
  • Although Gründinger is an active member of the Social Democrats, he does not spare the party blame. “Fewer than 3 percent of SPD members are younger than 25, which means that the lives of younger people play virtually no role in the everyday debate,” said Gründinger, referring to the party.
Javier E

Opinion | Yes, There Is a Clash of Civilizations - The New York Times - 0 views

  • In 1996 the political scientist Samuel Huntington offered several strong claims about the post-Cold War world.
  • Global politics was becoming not just “multipolar” but “multicivilizational,” he argued, with competing powers modernizing along different cultural lines, not simply converging with the liberal West.
  • “The balance of power among civilizations” was shifting, and the West was entering a period of relative decline.
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  • A “civilization-based world order” was emerging, in which societies “sharing cultural affinities” were more likely to group themselves into alliances or blocs.
  • And the would-be universalism of the West was setting the stage for sustained conflict with rival civilizations, most notably with China and the Islamic world.
  • These claims were the backbone of Huntington’s book “The Clash of Civilizations and the Remaking of World Order,” which was seen as a sweeping interpretive alternative to Francis Fukuyama’s “end of history” thesis, with its vision of liberal democracy as the horizon toward which post-Cold War societies were likely to converge.
  • often lately Huntington has been invoked either warily, on the grounds that Putin wants a clash of civilizations and we shouldn’t give it to him, or in dismissal or critique, with the idea being that his theory of world politics has actually been disproved by Putin’s attempt to restore a Greater Russia.
  • Christopher Caldwell also invokes Huntington’s seemingly falsified predictions about Orthodox Christian unity. But then he also offers a different reason to reject Huntington’s application to our moment, suggesting that the civilizational model has been a useful framework for understanding events over the last 20 years, but lately we have been moving back to a world of explicitly ideological conflict — one defined by a Western elite preaching a universal gospel of “neoliberalism” and “wokeness,” and various regimes and movements that are trying to resist it.
  • Caldwell’s analysis resembles the popular liberal argument that the world is increasingly divided between liberalism and authoritarianism, democracy and autocracy, rather than being divided into multiple poles and competing civilizations.
  • if you want to understand the direction of global politics right now, the Huntington thesis is more relevant than ever.
  • The first years of the 21st century, in other words, provided a fair amount of evidence for the universal appeal of Western capitalism, liberalism and democracy, with outright opposition to those values confined to the margins — Islamists, far-left critics of globalization, the government of North Korea.
  • American power has obviously declined relative to our rivals and competitors, or that our post-9/11 efforts to spread Western values by force of arms so often came to grief.
  • The specific divergences between the world’s major powers have also followed, in general ways, the civilizational patterns Huntington sketched out.
  • None of the emerging non-Western great powers have yet built grand alliances based on civilizational affinities, meaning that the third of the four big Huntingtonian predictions looks like the weakest one tod
  • wherever smaller countries are somehow “torn,” in his language, between some other civilization and the liberal West, they usually prefer an American alliance to an alignment with Moscow or Beijing.
  • This speaks to the West’s resilient appeal, to enduring American advantages even in a multipolar world. But it doesn’t mean that liberalism is poised for some sweeping return to the position it occupied when American strength was at its height.
  • while aspects of Fukuyama’s end of history have clearly spread beyond the liberal West, it’s as often the shadow side of his vision — consumerism and childless anomie — as the idealism of democracy and human rights.
  • Still less does the conflict in Ukraine mean that the export of American-style “wokeness,”
  • Quite the reverse: Most of wokeness feels inward-looking and parochial, a specifically Western and especially Anglo-American response to disappointments with the neoliberal period
  • the current culture war may actually be reducing ethnic polarization in our political parties — drawing some racial minorities rightward, for instance — while resurfacing some of the oldest divides in Anglo-American politics.
  • The woke often seem like heirs of the New England Puritans and the utopian zeal of Yankeedom; their foes are often Southern evangelicals and conservative Catholics and the libertarian descendants of the Scots-Irish; and the stakes in the debates are competing interpretations of the American founding, the Constitution, the Civil War and the settlement of the frontier.
  • if there’s going to be a clash of civilizations, the clash inside America is over what kind of civilization ours should be.
criscimagnael

North Korea Fires 2 Ballistic Missiles After Lashing Out - The New York Times - 0 views

  • North Korea fired two ballistic missiles on Friday, its third missile test this month, hours after it warned of “stronger and certain reaction” if the United States helped impose more sanctions on the North in response to its recent series of missile tests.
  • ​Two short-range ballistic missiles took off from Uiju, a county near the northwestern corner of North Korea, and flew 267 miles before crashing into waters off the country’s east coast, the South Korean military said. It added that its analysts were studying the trajectory and other flight data from the launch to learn more.
  • The escalation also comes at a time when the Biden administration is struggling in its diplomacy to stave off a potential Russian invasion in Ukraine.
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  • Earlier on Friday, the North’s Foreign Ministry issued a statement denouncing a proposal by the United States that the U.N. Security Council place fresh sanctions on North Korea following several ballistic and other missile tests since September 2021.
  • Separately on Wednesday, the Biden administration blacklisted five North Korean officials active in Russia and China who Washington said were responsible for procuring goods for North Korea’s weapons of mass destruction and ballistic missile-related programs.
  • North Korea resumed ​testing missiles in September​ after a six-month hiatus. It has since conducted at least seven missile tests, including the one on Friday. The tests involved a long-range strategic cruise missile, ballistic missiles rolled out of mountain tunnels and a mini submarine-launched ballistic missile.
  • All the tests violated U.N. Security Council resolutions that banned North Korea from developing or testing ballistic missile technologies or technologies used to make and deliver nuclear weapons. But the North’s Foreign Ministry insisted on Friday that it was exercising “its right to self-defense” and that the missile tests were “part of its efforts for modernizing its national defense capability.”
  • But ​the country has resumed missile tests since meetings between its leader, Kim Jong-un, and Donald J. Trump, then president, ended without an agreement on how to roll back the North’s nuclear weapons program or when to lift sanctions.
  • If the U.S. adopts such a confrontational stance, the D.P.R.K. will be forced to take stronger and certain reaction to it.”
  • “The U.S. is intentionally escalating the situation even with the activation of independent sanctions, not content with referring the D.P.R.K.’s just activity to the U.N. Security Council,”
  • Those tests indicated that the North was developing more sophisticated ways of delivering nuclear and other warheads to South Korea, Japan and American bases there on its shorter-range missiles, according to defense analysts.
  • Some of the missiles it has tested since 2019 have used solid fuel and have made midair maneuvers, making them harder to intercept, the analysts said.
  • But since the Kim-Trump diplomacy collapsed, North Korea has warned that it no longer felt bound by its self-imposed moratorium on nuclear and long-range missile tests. It has since unveiled its largest-ever, still-untested ICBM during ​a ​military parade and exhibition.
  • On Friday, North Korea reiterated that its missile tests “did not target any specific country or force and it did not do any harm to the security of neighboring countries.”
  • But in the test on Tuesday, the North’s hypersonic missile traversed the country from west to east and then veered to the northeast, flying over the waters between the Russian Far East and Japan toward the Pacific,
  • The missile hit a target 621 miles away, the North said. ​And as the missile hurtled out of North Korea at up to 10 times the speed of sound, aviation regulators briefly halted flights out of some airports on the U.S. West Coast as a precaution.
  • Washington has repeatedly urged North Korea to return to talks, but the country has said it would not until it was convinced that the United States would remove its “hostile” policy, including sanctions.
  • “Willful sanctions do not help resolve the Korean Peninsula issue, but only worsen the confrontational mood,
Javier E

Himalayan glacier melting doubled since 2000, spy satellites show | Environment | The G... - 0 views

  • The melting of Himalayan glaciers has doubled since the turn of the century, with more than a quarter of all ice lost over the last four decades, scientists have revealed. The accelerating losses indicate a “devastating” future for the region, upon which a billion people depend for regular water.
  • The scientists combined declassified US spy satellite images from the mid-1970s with modern satellite data to create the first detailed, four-decade record of ice along the 2,000km (1,200-mile) mountain chain.
  • The analysis shows that 8bn tonnes of ice are being lost every year and not replaced by snow, with the lower level glaciers shrinking in height by 5 meters annually. The study shows that only global heating caused by human activities can explain the heavy melting.
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  • “It is really the doubling of the speed of glacier melt that is most concerning.” The new understanding of past melting means forecasts can now be made with far more confidence but the outlook is dire, he said. “It looks devastating and there is no doubt in my mind, not a single grain of doubt, that [the impact of the climate crisis] is what we are seeing.
  • Temperature data from the region also shows an average rise of 1C from 2000-16 compared with 1975-2000. Calculations show this rise is consistent with the amount of ice being lost. “Even glaciers in the highest mountains of the world are responding to global air temperature increases driven by the combustion of fossil fuels,”
  • at least a third of the ice in the Hindu Kush-Himalaya ranges was already doomed to melt by the end of the century, even if drastic action to cut emissions was taken immediately. Without action, two-thirds would go.
  • The scientists used this data to track the changes in 650 Himalayan glaciers. On average, the glacier surfaces sank by 22cm (8.6 inches) a year from 1975 to 2000. But the melting has accelerated, with an average loss of 43cm a year from 2000 to 2016.
  • “Increasingly uncertain and irregular water supplies will impact the 1 billion people living downstream from the Himalaya mountains in south Asia.”
  • “For the wellbeing of the people there, our results are of course the worst possible. But it is what it is, and now we have to prepare for that scenario. We have to worry a lot, because so many people are affected
  • “To stop the temperature rises, we have to cool the planet,” he said. “We have to not only slow down greenhouse gas emissions, we have to reverse them. That is the challenge for the next 20 years.”
Javier E

France Knows What Awaits America - The Atlantic - 0 views

  • A Jewish military officer wrongfully convicted of treason. A years-long psychodrama that permanently polarized an entire society—communities, friends, even families. A politics of anger and emotion designed to insult the very notion of truth. A divide that only grew with time. A reconciliation that never was. A frenzied right wing that turned to violence when it failed at the ballot box.
  • This was the Dreyfus affair, the signature scandal of fin de siècle France, aspects of which Americans might recognize as we arrive at the end of Donald Trump’s presidency: After decades of cascading political crises, debilitating financial scandals, and rising anti-Semitism, the Dreyfus affair saw the emergence of political surreality, an alternate universe of hateful irrationality and militarized lies that captured the minds of nearly half the population.
  • That period in France, known as the Third Republic, never resulted in any reconciliation. It turned out to be impossible to compromise with those who not only rejected the truth but also found the truth offensive, a kind of existential threat
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  • In fact, “unity” turned out to be the wrong goal to pursue. What mattered was defending the republic’s values, a defense never made forcefully enough.
  • As a historian of modern France, I’ve followed with great interest the innumerable comparisons drawn between Trumpism and Nazism that began even before Trump took office: the endless debate over whether Trump can be called a “fascist” (I would say yes), whether American society today resembles Weimar Germany before it fell to the Nazis (I would say no), and if we can really say that the Republican Party is just a confederation of “collaborators” (of course we can).
  • In the end, the opportunism and the cynicism of political elites earned them the distrust of both ordinary voters and the bureaucrats left to run things when they themselves would not. What emerged was a “politics of resentment,”
  • In seeking to understand Trump, and Trumpism, we have preferred to tell ourselves stories about violent rupture and hostile takeovers—of Hitler’s rise, of Nazism’s threat, of the perils of collaboration—but not so much about the valorization of falsehood and a republic that ignores, and even embraces, its own terminal impotence. That is the story of France’s Third Republic and its defining psychodrama.
  • What is most important to remember about the Third Republic is that, as long-lasting as it might have been, it was a parliamentary system constantly stalled in political gridlock
  • much like in America today, there was a self-absorbed intellectual establishment obsessed with decline and the mysterious disease of “decadence,” which was spoken of in the same pompous outrage that our own pundits use to decry what happens on Ivy League campuses or in major newsrooms.
  • All historical analogies are flawed, and they might not mean much at all. Even if they underscore the gravity of the moment, they often obscure its causes and might, in fact, prevent us from seeing them.
  • The spectacular crash of the Union Générale bank in 1882 triggered an economic downturn that would take years to overcome; this, and the corruption of the Panama scandal just four years later, might be seen as19th-century versions of 2008, economic crises whose root causes were similarly ignored by the elite and, among the masses, blamed on the Jews.
  • there were multiple Trumpian moments and characters in the Third Republic as well, most notably Georges Boulanger, the swashbuckling, garish hard-line nationalist general who seemed to emerge from nowhere and launched a populist movement of mass appeal, an anti-republican crusade that nearly toppled the republic in 1889. Boulangism did not last politically, but it represented a new fault line in French society: a powerful right-wing bloc that united some in the working class along with conservative Catholics and the remnants of the old nobility. It only radicalized from there a few years later, and the Dreyfus affair was the moment when what was left of the social fabric definitively unraveled.
  • What is especially useful to remember about the Dreyfus affair now is the point of no return it represented, the repugnant embrace of lies by one half of society, educated people who were not ignorant but who had simply ceased to care. For them, the truth was irrelevant; what mattered was preserving their vision of the nation, regardless of the facts.
  • From start to finish, the Dreyfus affair was a seemingly endless social drama. Much like the Trump presidency, it was an all-consuming, emotional experience that left no aspect of public or even private life untouched. It would be hard to overstate the polarization it triggered in France, which found its population split over the fate of an obscure officer hardly anyone had heard of before the episode began.
  • In some ways, the Dreyfus affair was the culmination of an age-old clash begun by the French Revolution: On one side were the defenders of the republic and its “universal” values, on the other the anti-republican faction that preferred the grandeur of the monarchy, the sanctity of the Church, and the prestige of the military.
  • Then, as now, these people had undertaken a deliberate embrace of irrationality, an almost primal flaunting of decency and civilized norms, merely because that was possible, and because there were never any real consequences.
  • this might not solve the deeper problem, which is that so many in Trump’s mob—like so many of his supporters in general—remain comfortably ensconced in the mansion of lies their champion has built. As we have seen for years on end, any attempt to expose those lies with facts or evidence of any kind is a fool’s errand. These people deliberately inhabit an alternate universe because it makes them feel powerful, because it frustrates their enemies, and, in the end, because they can.
  • he line among certain Democrats has been that there can be “no healing without accountability.” But this is naïve. There can be no accountability for those who engage in surreality, the dark province in which the world is apparently run by a cabal of prominent pedophiles and where Trump somehow retained the White House in a landslide. As long as the president’s supporters insult the notion of objective truth, coddled by conspiracy theories and social-media networks that simulate a sense of community, there will be no common ground to seek, no “America” to reclaim
  • if the past rarely offers lessons, sometimes it offers warnings.
Javier E

Opinion | The world is realizing the U.S. is no longer committed to basic standards of ... - 0 views

  • NOT SO long ago, asylum seekers turned to the United States, seeking refuge from repressive states. Now the United States is one of those repressive states.
  • That’s the gist of a Canadian federal court ruling, which would scrap a 16-year-old bilateral treaty called the Safe Third Country Agreement, under which Canada and the United States each recognize the other as a safe place to seek refuge. Justice Ann Marie McDonald ruled that Canada’s practice of turning back third-country refugees who try to cross at official points of entry along the U.S.-Canada frontier — on the theory that they have already reached a safe harbor in the United States — no longer makes sense given the atrocious treatment to which they are subjected south of the border. Canada, she wrote, can no longer turn a blind eye to the reality that the United States denies decent and dignified treatment to asylum seekers.
  • The judge found that the “accounts of the detainees demonstrate both physical and psychological suffering because of detention, and a real risk that they will not be able to assert asylum claims” in the United States.
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  • Justice McDonald based her ruling partly on testimony from asylum seekers who described harrowing conditions of confinement in U.S. detention, to which they are automatically taken when turned back by Canada.
  • Canada is among the United States’s closest allies; gratuitous America-bashing is not the norm there.
  • The question facing the administration of Prime Minister Justin Trudeau is whether its neighbor to the south still adheres to what Western democracies regard as the basic standards of dignity and decency on which the original treaty was based. The evidence suggests it does not.
Javier E

The world's next great leap forward: Towards the end of poverty | The Economist - 0 views

  • he world has lately been making extraordinary progress in lifting people out of extreme poverty. Between 1990 and 2010, their number fell by half as a share of the total population in developing countries, from 43% to 21%—a reduction of almost 1 billion people.
  • Of the 7 billion people alive on the planet, 1.1 billion subsist below the internationally accepted extreme-poverty line of $1.25 a day.
  • Nobody in the developed world comes remotely close to the poverty level that $1.25 a day represents. America’s poverty line is $63 a day for a family of four. In the richer parts of the emerging world $4 a day is the poverty barrier
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  • people below that level live lives that are poor, nasty, brutish and short. They lack not just education, health care, proper clothing and shelter—which most people in most of the world take for granted—but even enough food for physical and mental health. Raising people above that level of wretchedness is not a sufficient ambition for a prosperous planet, but it is a necessary one
  • the aim of halving global poverty between 1990 and 2015 was achieved five years early
  • Most of the credit, however, must go to capitalism and free trade, for they enable economies to grow—and it was growth, principally, that has eased destitution.
  • Poverty rates started to collapse towards the end of the 20th century largely because developing-country growth accelerated, from an average annual rate of 4.3% in 1960-2000 to 6% in 2000-10.
  • making those things happen is not as difficult as cynics profess. The world now knows how to reduce poverty.
  • China (which has never shown any interest in MDGs) is responsible for three-quarters of the achievement. Its economy has been growing so fast that, even though inequality is rising fast, extreme poverty is disappearing.
  • China pulled 680m people out of misery in 1981-2010, and reduced its extreme-poverty rate from 84% in 1980 to 10% now.
  • Poorer governance in India and Africa, the next two targets, means that China’s experience is unlikely to be swiftly replicated there
  • If developing countries maintain the impressive growth they have managed since 2000; if the poorest countries are not left behind by faster-growing middle-income ones; and if inequality does not widen so that the rich lap up all the cream of growth—then developing countries would cut extreme poverty from 16% of their populations now to 3% by 2030.
  • Around two-thirds of poverty reduction within a country comes from growth. Greater equality also helps, contributing the other third.
  • A lot of targeted policies—basic social safety nets and cash-transfer schemes, such as Brazil’s Bolsa Família—help
  • the biggest poverty-reduction measure of all is liberalising markets to let poor people get richer. That means freeing trade between countries (Africa is still cruelly punished by tariffs) and within them
Javier E

History News Network | What Makes People Do What They Do? - 0 views

  • what about us "experts?" What have we learned? Are there really any significant new insights? Do we know much more today than we did a generation ago?
  • France uplifted the downtrodden people of Algeria and Indo-China
  • My generation was deeply influenced half a century ago by economists and mathematicians. We scholars all wanted to be - and particularly to show -- that we had mastered all the techniques of our professions as social scientists, that we could build models, make graphs, juxtapose trends, etc. After all, we were writing our learned books and essays for our academic colleagues and our paymasters, not for those we were describing. So, at least those who were paid by our government and its proxy think tanks often became, as the English say, "too clever by half." They and their counterparts in universities, after all, had to prove their "smarts" in order to get funded, promoted or kept on
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  • The basic question we face is, I suggest, what makes people do what they do?
  • I will offer a few suggestions in the following six categories. There may well be others, but these are mine. Top of the list, I think, is ignorance. Closely following ignorance is the issue of memory. Next, I suggest is suspicion. Somewhere down the line is escapism. "Why didn't we..." and "why do you remind us...." Then, there is the development process and its downside, corruption. Hard to "objectify" and impossible to "quantify," is my fifth category, the sense of identify. Finally, I reflect on the sense of dignity and its and itsviolation in shameandthe terrible burden of embarrassment.
  • Every survey on what Americans know about our world shows, objectively speaking, what can only be described as ignorance.  Few Americans know even where any foreign place is, who lives there, what language they speak, or what shapes their daily lives.
  • Casual conversations with people all over America indicate that few care. Such information is just not a significant part of their lives.
  • If one could have taken a poll in England at almost any time in its history one would have found the same results.  I suggest that what is different, operationally, is that in England the ordinary citizen did not play a role in determining policy.  That was the job of the small aristocracy. What the people knew or did not know was unimportant.
  • above all in America, which is the operational head of the world community, what "the people" know or don't know but believe is no longer irrelevant. It sometimes is crucial. That is because elections are more common, even if not always free, and because people almost everywhere, but particularly in the West, have been to some extent politicized. Thus, Ignorance is not new but today it is often determinant.
  • ignorance is not just unidirectional; it occurs in a context. What "we" think we know about others fits into what other people think "they" know both about themselves and about us. People everywhere tend to know quite a bit about their own circumstances and the actions that shaped those circumstances. That is, much more than foreigners know about them. This necessarily creates a lopsided worldview
  • These forms of mutual incomprehension or mutual misreadings often cause wars. Consider three examples:
  • Dirty tricks like our attempt to murder Nasser were and probably still are not uncommon. The Senate Committee headed by Senator Frank Church provided a chilling record, including cooperation with the Mafia, to assassinate Fidel Castro. Assassinations and attempted assassinations by the Russians, the British, the Israelis and others have been less subjected to sustained inquiry than Church provided, but their involvement in many deplorable incidents is not in doubt.
  • Britain developed Iran
  • The ancient Hindu who told the parable of the elephant was right. Those who grab the tail cannot understand those who handle the trunk. Understanding of the whole is always and everywhere necessary for intelligent action.
  • for how long does memory prevent people from doing the same things again?
  • long-term memory, memory of big happenings like wars, may be crucial but, it seems to me, last only about a decade.  Who today remembers much about American participation in the wars in Greece, Korea or even Vietnam.
  • Even when we get the sequences right, we usually stop short of determining the causes, that is, the connections between events.
  • my hunch is that as rapidly as we can, we put aside what we don't want to remember.
  • we have been able virtually to remove costly and painful events from the immediacy of daily life
  • Those who dwell on the costly and painful aspects of rising militarism are at best a nuisance who soon wear out their welcome. We find it so much easier to mesh our thoughts and attitudes with those of the people with whom we eat, work, sleep and play.  Better not to pay attention to those who challenge "conventional wisdom" or buck the tide.
  • Conventional wisdom and going with the mainstream are, arguably, necessary to make society function.
  • Sometimes, it seems to me that our questions get in the way of our answers and that our analytical tools themselves distort what our eyes are seeing.  We get so sophisticated that we may, to use the old saw, fail to see the forest for the trees.
  • These activities have created throughout the world a pervasive sense of illegality and immorality. And it cannot be restricted just to foreign affairs. It spills over into domestic affairs not only, as it commonly does, into societies with fragile legal systems but also into ours.
  • What is important, I suggest about all these -- and many other suspicious events which have never been fully illuminated -- is two fold: on the one hand, a climate of suspicion has been created that makes the achievement of security and peace far more difficult throughout the world and, on the other hand, trust in government, including the government of the United States, has been compromised.
  • Johnson charged Nixon with treason, but did not hold him accountable. Johnson's successors in the presidency have, similarly, not applied to political leaders the sort of legal standard to which we, as citizens, are held. Nor have they shared with the citizenry what they know has been done in our name. This is a fundamental attack on our system of government. Those who have "blown the whistle" on such activities, not the perpetrators, have been stigmatized or punished.
  • This adds up, I suggest, to a political form of corruption even worse than the financial corruption that so corrodes the nation "salvation" activities we have mounted in such countries as Iraq and Afghanistan.
  • What about escapism?  I suggest that escapism is the child of suspicion. I would wager that if one could stop a hundred or so people on the streets of any village, town or city almost everywhere, he would find that only a handful of those he badgered would want to talk about issues some of us keep warning them that could ruin their lives. Most Americans and probably most people everywhere, simply do not want to think about them.
  • I have found that when such issues as war, environmental degradation, over population, hunger, pandemics, nuclear accidents or even financial collapse are raised, conversation dwindles. As the familiar expression has it, "eyes glaze over," and as quickly as politely possible, Americans flee from the person who raised the issues as though he had made a bad smell
  • For most people they are better kept at least out of sight if not totally out of mind. Real life, enjoyable life, life that gives amusement or pleasure right now is at hand. It is available even for the very poor on television.  Sports, even in countries where hunger is widespread, jobs few, life constricted and governments oppressive, these annoyances recede before the immediate excitement of football.
  • we think we are the doctors but really we are the disease. I don't want to believe that, but there is ample proof that much of what we have done with the best of intentions has made many people suffer
  • we all sought in the late 1950s and early 1960 to "objectify" and "quantify" the study of international affairs.
  • Insofar as it dealt with the struggles in the Third World, our analysis suggested to some of us that what we were seeking came down to achieving a growth rate of about 3.5 percent
  • It seems to me that to the degree possible, everything must be done to avoid attacks on dignity and humiliation.
  • So, what is a sense of identity, how is it manifested and how do outsiders relate to it?
  • when the first cities were formed about 3,000 years ago, the inhabitants became too numerous to identify themselves by kinship. So, they elaborated their sense of belonging into custom, religion, dress, diet and language. Gradually, and over centuries, they often elaborated their definition of their identity
  • whatever form "belonging" takes, it is the "glue" that hold societies together and make it possible for the members to live together.
  • What the residents needed was to stay put, to improve their housing, of course, but more important to be assisted in taking charge of their lives in their own pattern and at their own speed.
  • For me, this experience threw into relief the American efforts to remake other societies as the neoconservatives urge. Their proposals urge not only to "regime change" but also to "culture change" -- indeed to disassemble -- whole societies. As played out, particularly during the George W. Bush administration, they have caused or exacerbated unrest and war. To the degree we insist on overturning what the people believe to be normal and right -- in effect of undermining the sense of identity, belonging and self-respect even to improve their physical well-being -- we can expect unrest and war to continue
  • For what we have done, even with statistically proven improvements and with the best of intentions, both we and they have paid and will pay more. The Third and mainly Islamic world is now in revolt.
  • Last, and closely related to the sense of belonging and identity, I suggest is the deep need of human beings to avoid attacks on their dignity
  • Close analysis of almost any confrontation shows that it sets the parameters within which rulers have to act or are likely to be overthrown. We neglect it at our peril.
  • What had happened was that, unwittingly, the governments, at our urging and with our help, had undermined the fundamental "possession" of their peoples, their sense of identity.
  • Avoiding humiliation is the essence of diplomacy. But when one has overwhelming power, the temptation is always present to push one's advantage, to put the other person in the corner, to make him "blink," to humble him, even to destroy him.
katyshannon

If It Owns a Well or a Mine, It's Probably in Trouble - The New York Times - 0 views

  • The pain among energy and mining producers worsened again on Tuesday, as one of the industry’s largest players cut its work force by nearly two-thirds and Chinese trade data amplified concerns about the country’s appetite for commodities.
  • The full extent of the shakeout will depend on whether commodities prices have further to fall. And the outlook is shaky, with a swirl of forces battering the markets.
  • The world’s biggest buyer of commodities, China, has pulled back sharply during its economic slowdown. But the world is dealing with gluts in oil, gas, copper and even some grains.
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  • The pressure on prices has been significant. Continue reading the main story Related Coverage China’s Slowdown Tarnishes Economic Boom in Copper-Rich ZambiaDEC. 2, 2015 A Global Chill in Commodity Demand Hits America’s HeartlandOCT. 23, 2015 Glencore Isn’t Out of the Woods YetOCT. 1, 2015 Prices for iron ore, the crucial steelmaking ingredient, have fallen by about 40 percent this year. The Brent crude oil benchmark is now hovering around $40 a barrel, down from more than a $110 since the summer of 2014.
  • Companies are caught in the downdraft.A number of commodity-related businesses have either declared bankruptcy or fallen behind in their debt payments
  • Even more common are the cutbacks. Nearly 1,200 oil rigs, or two-thirds of the American total, have been decommissioned since late last year. More than 250,000 workers in the oil and gas industry worldwide have been laid off, with more than a third coming in the United States.
  • The international mining company Anglo American is pulling back broadly, with a goal to reduce the company’s size by 60 percent. Along with the layoffs announced on Tuesday, the company is suspending its dividend, halving its business units, as well as unloading mines and smelters.
  • China looms large in the commodities equation.Between 2000 and last year, companies invested hundreds of billions of dollars to expand their production capacity to satisfy China in a period of rapid economic expansion. Much of the corporate growth was fueled by debt.
Javier E

Donald Trump's Haiti & Africa Comments: Identity Politics at Their Worst | National Review - 0 views

  • he president of the United States should not, by word or deed, communicate that he is hostile to or disdainful of entire classes of the American population.
  • As president, his obligation remains the same: Make your case without demonizing whole groups of people.
  • This shouldn’t be difficult for conservatives to understand. It’s an argument they’ve been making against Democrats for the better part of a decade. It’s the argument against identity politics.
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  • Among the terrible effects of negative polarization is the widespread perception — often created by presidents and presidential candidates themselves — that a president governs for the benefit of his constituents alone. Thus, in a very real way, voting becomes an act of self-defense
  • With all that in mind, how should a conservative react to President Trump’s alleged comments about immigration from “sh**hole” or “sh**house” countries?
  • First, if you’re spending your time defending the notion that some countries are truly bad places to live, you’re missing the point entirely
  • Trump wasn’t talking about which countries he’d most like to visit or retire to. He was talking about which countries’ immigrants should be most and least welcomed by the United States.
  • . From the opening moments of his presidential campaign, Trump has made sweeping, negative remarks about immigrants from third-world nations. Even when he qualifies those remarks (“They’re bringing drugs. They’re bringing crime. They’re rapists. And some, I assume, are good people”) the qualification is weak.
  • Isn’t it reasonable for a Mexican American to assume that when Trump says Mexico is “forcing their most unwanted people into the United States,” he is expressing a negative personal perception of Mexican immigrants?
  • Moreover, time and again, Trump has engaged in actions and rhetoric that inflame broader racial tensions and betray possible racial bias.
  • One doesn’t even have to delve too deeply into Trump’s alleged comparison of Norway with the “sh**holes” of Africa to understand why a reasonable observer would believe that he has problems with entire classes of Americans, immigrants, and citizens of other nations.
  • it’s just as ridiculous for conservatives to pretend that the outrage over Trump’s comments truly centers around his assessment of Haiti and Africa when it clearly centers around his assessment of Haitians and Africans. His remarks came amid a discussion of immigration policy, after all.
  • At this point I simply can’t see how a conservative could look a concerned third-world immigrant (or descendent of a third-world immigrant) in the eye and assert that this president judges them fairly and without bias. The intellectual and rhetorical gymnastics necessary to justify not just Trump’s alleged comments yesterday but his entire history and record of transparent hostility to certain immigrants are getting embarrassing to watch
  • There are millions of Americans and lawful immigrants who hear comments like Trump’s and understand that he’s talking about them. Why shouldn’t they be angry? Why shouldn’t conservatives unite to ask the president to do and be better?
  • a president can make our political culture better, or he can make it worse. And Trump seems determined to make it worse.
silveiragu

What Liberal World Order? by Mark Leonard - Project Syndicate - 0 views

  • LONDON – After the annus horribilis that was 2016, most political observers believe that the liberal world order is in serious trouble. But that is where the agreement ends.
  • When the West, and especially the United States, dominated the world, the liberal order was pretty much whatever they said it was.
  • But as global power has shifted from the West to the “rest,” the liberal world order has become an increasingly contested idea, with rising powers like Russia, China, and India increasingly challenging Western perspectives. And, indeed, Merkel’s criticism in Munich of Russia for invading Crimea and supporting Syrian President Bashar al-Assad was met with Lavrov’s assertions that the West ignored the sovereignty norm in international law by invading Iraq and recognizing Kosovo’s independence.
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  • The original iteration – call it “Liberal Order 1.0” – arose from the ashes of World War II to uphold peace and support global prosperity.
  • Liberal Order 1.0 had its limits – namely, sovereign borders. Given the ongoing geopolitical struggle between the US and the Soviet Union, it could not even quite be called a “world order.” What countries did at home was basically their business, as long as it didn’t affect the superpower rivalry.
  • After the collapse of the Soviet Union
  • Liberal Order 2.0 – penetrated countries’ borders to consider the rights of those who lived there.
  • But now the West itself is rejecting the order that it created, often using the very same logic of sovereignty that the rising powers used
  • The first would require a country like Germany, which considers itself a responsible stakeholder and has some international heft, to take over as a main custodian of the liberal world order
  • European countries are unsure how to respond to this new global disorder. Three potential coping strategies have emerged.
  • With the United Kingdom having rejected the European Union and US President Donald Trump condemning free-trade deals and the Paris climate agreement, the more fundamental Liberal Order 1.0 seems to be under threat.
  • A second strategy, exemplified today by Turkey under President Recep Tayyip Erdoğan
  • Turkey isn’t trying to overturn the existing order, but it doesn’t feel responsible for its upkeep, either.
  • extract as much as possible from Western-led institutions like the EU and NATO,
  • ostering mutually beneficial relationships with countries
  • The third strategy is simple hypocrisy: Europe would talk like a responsible stakeholder, but act like a profit maximizer. This is the path British Prime Minister Theresa May took when she met with Trump in Washington, DC. She said all the right things about NATO, the EU, and free trade, but pleaded for a special deal with the US outside of those frameworks.
Javier E

Why Britain Failed Its Coronavirus Test - The Atlantic - 0 views

  • Britain has not been alone in its failure to prevent mass casualties—almost every country on the Continent suffered appalling losses—but one cannot avoid the grim reality spelled out in the numbers: If almost all countries failed, then Britain failed more than most.
  • The raw figures are grim. Britain has the worst overall COVID-19 death toll in Europe, with more than 46,000 dead according to official figures, while also suffering the Continent’s second-worst “excess death” tally per capita, more than double that in France and eight times higher than Germany’s
  • The British government as a whole made poorer decisions, based on poorer advice, founded on poorer evidence, supplied by poorer testing, with the inevitable consequence that it achieved poorer results than almost any of its peers. It failed in its preparation, its diagnosis, and its treatment.
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  • In the past two decades, the list of British calamities, policy misjudgments, and forecasting failures has been eye-watering: the disaster of Iraq, the botched Libyan intervention in 2011, the near miss of Scottish independence in 2014, the woeful handling of Britain’s divorce from the European Union from 2016 onward
  • What emerges is a picture of a country whose systemic weaknesses were exposed with appalling brutality, a country that believed it was stronger than it was, and that paid the price for failures that have built up for years
  • The most difficult question about all this is also the simplest: Why?
  • Like much of the Western world, Britain had prepared for an influenza pandemic, whereas places that were hit early—Hong Kong, South Korea, Singapore, Taiwan—had readied themselves for the type of respiratory illness that COVID-19 proved to be.
  • Britain’s pandemic story is not all bad. The NHS is almost universally seen as having risen to the challenge; the University of Oxford is leading the race to develop the first coronavirus vaccine for international distribution, backed with timely and significant government cash; new hospitals were built and treatments discovered with extraordinary speed; the welfare system did not collapse, despite the enormous pressure it suddenly faced; and a national economic safety net was rolled out quickly.
  • One influential U.K. government official told me that although individual mistakes always happen in a fast-moving crisis, and had clearly taken place in Britain’s response to COVID-19, it was impossible to escape the conclusion that Britain was simply not ready. As Ian Boyd, a professor and member of SAGE, put it: “The reality is, there has been a major systemic failure.”
  • “It’s obvious that the British state was not prepared for” the pandemic, this official told me. “But, even worse, many parts of the state thought they were prepared, which is significantly more dangerous.”
  • When the crisis came, too much of Britain’s core infrastructure simply failed, according to senior officials and experts involved in the pandemic response
  • The human immune system actually has two parts. There is, as Cummings correctly identifies, the adaptive part. But there is also an innate part, preprogrammed as the first line of defense against infectious disease. Humans need both. The same is true of a state and its government, said those I spoke with—many of whom were sympathetic to Cummings’s diagnosis. Without a functioning structure, the responsive antibodies of the government and its agencies cannot learn on the job. When the pandemic hit, both parts of Britain’s immune system were found wanting.
  • The consequences may be serious and long term, but the most immediately tragic effect was that creating space in hospitals appears to have been prioritized over shielding Britain’s elderly, many of whom were moved to care homes, part of what Britain calls the social-care sector, where the disease then spread. Some 25,000 patients were discharged into these care homes between March 17 and April 16, many without a requirement that they secure a negative coronavirus test beforehand.
  • There was a bit too much exceptionalism about how brilliant British science was at the start of this outbreak, which ended up with a blind spot about what was happening in Korea, Taiwan, Singapore, where we just weren’t looking closely enough, and they turned out to be the best in the world at tackling the coronavirus,” a former British cabinet minister told me.
  • The focus on influenza pandemics and the lack of a tracing system were compounded by a shortfall in testing capacity.
  • Johnson’s strategy throughout was one that his hero Winston Churchill raged against during the First World War, when he concluded that generals had been given too much power by politicians. In the Second World War, Churchill, by then prime minister and defense secretary, argued that “at the summit, true politics and strategy are one.” Johnson did not take this approach, succumbing—as his detractors would have it—to fatalistic management rather than bold leadership, empowering the generals rather than taking responsibility himself
  • “It was a mixture of poor advice and fatalism on behalf of the experts,” one former colleague of Johnson’s told me, “and complacency and boosterism on behalf of the PM.”
  • What it all adds up to, then, is a sobering reality: Institutional weaknesses of state capacity and advice were not corrected by political judgment, and political weaknesses were not corrected by institutional strength. The system was hardwired for a crisis that did not come, and could not adapt quickly enough to the one that did.
  • Britain’s NHS has come to represent the country itself, its sense of identity and what it stands for. Set up in 1948, it became known as the first universal health-care system of any major country in the world (although in reality New Zealand got there first). Its creation, three years after victory in the Second World War, was a high-water mark in the country’s power and prestige—a time when it was a global leader, an exception.
  • Every developed country in the world, apart from the United States, has a universal health-care system, many of which produce better results than the NHS.
  • When the pandemic hit, then, Britain was not the strong, successful, resilient country it imagined, but a poorly governed and fragile one. The truth is, Britain was sick before it caught the coronavirus.
  • In asking the country to rally to the NHS’s defense, Johnson was triggering its sense of self, its sense of pride and national unity—its sense of exceptionalism.
  • Before the coronavirus, the NHS was already under considerable financial pressure. Waiting times for appointments were rising, and the country had one of the lowest levels of spare intensive-care capacity in Europe. In 2017, Simon Stevens, the NHS’s chief executive, compared the situation to the time of the health sevice’s founding decades prior: an “economy in disarray, the end of empire, a nation negotiating its place in the world.”
  • Yet from its beginnings, the NHS has occupied a unique hold on British life. It is routinely among the most trusted institutions in the country. Its key tenet—that all Britons will have access to health care, free at the point of service—symbolizes an aspirational egalitarianism that, even as inequality has risen since the Margaret Thatcher era, remains at the core of British identity.
  • In effect, Britain was rigorously building capacity to help the NHS cope, but releasing potentially infected elderly, and vulnerable, patients in the process. By late June, more than 19,000 people had died in care homes from COVID-19. Separate excess-death data suggest that the figure may be considerably higher
  • Britain failed to foresee the dangers of such an extraordinary rush to create hospital capacity, a shift that was necessary only because of years of underfunding and decades of missed opportunities to bridge the divide between the NHS and retirement homes, which other countries, such as Germany, had found the political will to do.
  • Ultimately, the scandal is a consequence of a political culture that has proved unable to confront and address long-term problems, even when they are well known.
  • other health systems, such as Germany’s, which is better funded and decentralized, performed better than Britain’s. Those I spoke with who either are in Germany or know about Germany’s success told me there was an element of luck about the disparity with Britain. Germany had a greater industrial base to produce medical testing and personal protective equipment, and those who returned to Germany with the virus from abroad were often younger and healthier, meaning the initial strain on its health system was less.
  • However, this overlooks core structural issues—resulting from political choices in each country—that meant that Germany proved more resilient when the crisis came, whether because of the funding formula for its health system, which allows individuals more latitude to top up their coverage with private contributions, or its decentralized nature, which meant that separate regions and hospitals were better able to respond to local outbreaks and build their own testing network.
  • Also unlike Britain, which has ducked the problem of reforming elderly care, Germany created a system in 1995 that everyone pays into, avoids catastrophic costs, and has cross-party support.
  • A second, related revelation of the crisis—which also exposed the failure of the British state—is that underneath the apparent simplicity of the NHS’s single national model lies an engine of bewildering complexity, whose lines of responsibility, control, and accountability are unintelligible to voters and even to most politicians.
  • Britain, I was told, has found a way to be simultaneously overcentralized and weak at its center. The pandemic revealed the British state’s inability to manage the nation’s health:
  • Since at least the 1970s, growing inequality between comparatively rich southeast England (including London) and the rest of the country has spurred all parties to pledge to “rebalance the economy” and make it less reliant on the capital. Yet large parts remain poorer than the European average. According to official EU figures, Britain has five regions with a per capita gross domestic product of less than $25,000. France, Germany, Ireland, Austria, the Netherlands, Denmark, and Sweden have none
  • If Britain were part of the United States, it would be anywhere from the third- to the eighth-poorest state, depending on the measure.
  • Britain’s performance in this crisis has been so bad, it is damaging the country’s reputation, both at home and abroad.
  • Inside Downing Street, officials believe that the lessons of the pandemic apply far beyond the immediate confines of elderly care and coronavirus testing, taking in Britain’s long-term economic failures and general governance, as well as what they regard as its ineffective foreign policy and diplomacy.
  • the scale of the task itself is enormous. “We need a complete revamp of our government structure because it’s not fit for purpose anymore,” Boyd told me. “I just don’t know if we really understand our weakness.”
  • In practice, does Johnson have the confidence to match his diagnosis of Britain’s ills, given the timidity of his approach during the pandemic? The nagging worry among even Johnson’s supporters in Parliament is that although he may campaign as a Ronald Reagan, he might govern as a Silvio Berlusconi, failing to solve the structural problems he has identified.
  • This is not a story of pessimistic fatalism, of inevitable decline. Britain was able to partially reverse a previous slump in the 1980s, and Germany, seen as a European laggard in the ‘90s, is now the West’s obvious success story. One of the strengths of the Westminster parliamentary system is that it occasionally produces governments—like Johnson’s—with real power to effect change, should they try to enact it.
  • It has been overtaken by many of its rivals, whether in terms of health provision or economic resilience, but does not seem to realize it. And once the pandemic passes, the problems Britain faces will remain: how to sustain institutions so that they bind the country together, not pull it apart; how to remain prosperous in the 21st century’s globalized economy; how to promote its interests and values; how to pay for the ever-increasing costs of an aging population.
  • “The really important question,” Boyd said, “is whether the state, in its current form, is structurally capable of delivering on the big-picture items that are coming, whether pandemics or climate change or anything else.”
Javier E

Transcript: Ezra Klein Interviews Robinson Meyer - The New York Times - 0 views

  • Implementation matters, but it’s harder to cover because it’s happening in all parts of the country simultaneously. There isn’t a huge Republican-Democratic fight over it, so there isn’t the conflict that draws the attention to it
  • we sort of implicitly treat policy like it’s this binary one-zero condition. One, you pass a bill, and the thing is going to happen. Zero, you didn’t, and it won’t.
  • ROBINSON MEYER: You can almost divide the law up into different kind of sectors, right? You have the renewable build-out. You have EVs. You have carbon capture. You have all these other decarbonizing technologies the law is trying to encourage
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  • that’s particularly true on the I.R.A., which has to build all these things in the real world.
  • we’re trying to do industrial physical transformation at a speed and scale unheralded in American history. This is bigger than anything we have done at this speed ever.
  • The money is beginning to move out the door now, but we’re on a clock. Climate change is not like some other issues where if you don’t solve it this year, it is exactly the same to solve it next year. This is an issue where every year you don’t solve it, the amount of greenhouse gases in the atmosphere builds, warming builds, the effects compound
  • Solve, frankly, isn’t the right word there because all we can do is abate, a lot of the problems now baked in. So how is it going, and who can actually walk us through that?
  • Robinson Meyer is the founding executive editor of heatmap.news
  • why do all these numbers differ so much? How big is this thing?
  • in electric vehicles and in the effort, kind of this dual effort in the law, to both encourage Americans to buy and use electric vehicles and then also to build a domestic manufacturing base for electric vehicles.
  • on both counts, the data’s really good on electric vehicles. And that’s where we’re getting the fastest response from industry and the clearest response from industry to the law.
  • ROBINSON MEYER: Factories are getting planned. Steel’s going in the ground. The financing for those factories is locked down. It seems like they’re definitely going to happen. They’re permitted. Companies are excited about them. Large Fortune 500 automakers are confidently and with certainty planning for an electric vehicle future, and they’re building the factories to do that in the United States. They’re also building the factories to do that not just in blue states. And so to some degree, we can see the political certainty for electric vehicles going forward.
  • in other parts of the law, partially due to just vagaries of how the law is being implemented, tax credits where the fine print hasn’t worked out yet, it’s too early to say whether the law is working and how it’s going and whether it’s going to accomplish its goal
  • EZRA KLEIN: I always find this very funny in a way. The Congressional Budget Office scored it. They thought it would make about $380 billion in climate investments over a decade. So then you have all these other analyses coming out.
  • But there’s actually this huge range of outcomes in between where the thing passes, and maybe what you wanted to have happen happens. Maybe it doesn’t. Implementation is where all this rubber meets the road
  • the Rhodium Group, which is a consulting firm, they think it could be as high as $522 billion, which is a big difference. Then there’s this Goldman Sachs estimate, which the administration loves, where they say they’re projecting $1.2 trillion in incentives —
  • ROBINSON MEYER: All the numbers differ because most of the important incentives, most of the important tax credits and subsidies in the I.R.A., are uncapped. There’s no limit to how much the government might spend on them. All that matters is that some private citizen or firm or organization come to the government and is like, hey, we did this. You said you’d give us money for it. Give us the money.
  • because of that, different banks have their own energy system models, their own models of the economy. Different research groups have their own models.
  • we know it’s going to be wrong because the Congressional Budget Office is actually quite constrained in how it can predict how these tax credits are taken up. And it’s constrained by the technology that’s out there in the country right now.
  • The C.B.O. can only look at the number of electrolyzers, kind of the existing hydrogen infrastructure in the country, and be like, well, they’re probably all going to use these tax credits. And so I think they said that there would be about $5 billion of take up for the hydrogen tax credits.
  • But sometimes money gets allocated, and then costs overrun, and there delays, and you can’t get the permits, and so on, and the thing never gets built
  • the fact that the estimates are going up is to them early evidence that this is going well. There is a lot of applications. People want the tax credits. They want to build these new factories, et cetera.
  • a huge fallacy that we make in policy all the time is assuming that once money is allocated for something, you get the thing you’re allocating the money for. Noah Smith, the economics writer, likes to call this checkism, that money equals stuff.
  • EZRA KLEIN: They do not want that, and not wanting that and putting every application through a level of scrutiny high enough to try and make sure you don’t have another one
  • I don’t think people think a lot about who is cutting these checks, but a lot of it is happening in this very obscure office of the Department of Energy, the Loan Program Office, which has gone from having $40 billion in lending authority, which is already a big boost over it not existing a couple decades ago, to $400 billion in loan authority,
  • the Loan Program Office as one of the best places we have data on how this is going right now and one of the offices that’s responded fastest to the I.R.A.
  • the Loan Program Office is basically the Department of Energy’s in-house bank, and it’s kind of the closest thing we have in the US to what exists in other countries, like Germany, which is a State development bank that funds projects that are eventually going to be profitable.
  • It has existed for some time. I mean, at first, it kind of was first to play after the Recovery Act of 2009. And in fact, early in its life, it gave a very important loan to Tesla. It gave this almost bridge loan to Tesla that helped Tesla build up manufacturing capacity, and it got Tesla to where it is today.
  • EZRA KLEIN: It’s because one of the questions I have about that office and that you see in some of the coverage of them is they’re very afraid of having another Solyndra.
  • Now, depending on other numbers, including the D.O.E., it’s potentially as high as $100 billion, but that’s because the whole thing about the I.R.A. is it’s meant to encourage the build-out of this hydrogen infrastructure.
  • EZRA KLEIN: I’m never that excited when I see a government loans program turning a profit because I think that tends to mean they’re not making risky enough loans. The point of the government should be to bear quite a bit of risk —
  • And to some degree, Ford now has to compete, and US automakers are trying to catch up with Chinese EV automakers. And its firms have EV battery technology especially, but just have kind of comprehensive understanding of the EV supply chain that no other countries’ companies have
  • ROBINSON MEYER: You’re absolutely right that this is the key question. They gave this $9.2 billion loan to Ford to build these EV battery plants in Kentucky and Tennessee. It’s the largest loan in the office’s history. It actually means that the investment in these factories is going to be entirely covered by the government, which is great for Ford and great for our build-out of EVs
  • And to some degree, I should say, one of the roles of L.P.O. and one of the roles of any kind of State development bank, right, is to loan to these big factory projects that, yes, may eventually be profitable, may, in fact, assuredly be profitable, but just aren’t there yet or need financing that the private market can’t provide. That being said, they have moved very slowly, I think.
  • And they feel like they’re moving quickly. They just got out new guidelines that are supposed to streamline a lot of this. Their core programs, they just redefined and streamlined in the name of speeding them up
  • However, so far, L.P.O. has been quite slow in getting out new loans
  • I want to say that the pressure they’re under is very real. Solyndra was a disaster for the Department of Energy. Whether that was fair or not fair, there’s a real fear that if you make a couple bad loans that go bad in a big way, you will destroy the political support for this program, and the money will be clawed back, a future Republican administration will wreck the office, whatever it might be. So this is not an easy call.
  • when you tell me they just made the biggest loan in their history to Ford, I’m not saying you shouldn’t lend any money to Ford, but when I think of what is the kind of company that cannot raise money on the capital markets, the one that comes to mind is not Ford
  • They have made loans to a number of more risky companies than Ford, but in addition to speed, do you think they are taking bets on the kinds of companies that need bets? It’s a little bit hard for me to believe that it would have been impossible for Ford to figure out how to finance factorie
  • ROBINSON MEYER: Now, I guess what I would say about that is that Ford is — let’s go back to why Solyndra failed, right? Solyndra failed because Chinese solar deluged the market. Now, why did Chinese solar deluge the market? Because there’s such support of Chinese financing from the state for massive solar factories and massive scale.
  • EZRA KLEIN: — the private market can’t. So that’s the meta question I’m asking here. In your view, because you’re tracking this much closer than I am, are they too much under the shadow of Solyndra? Are they being too cautious? Are they getting money out fast enough?
  • ROBINSON MEYER: I think that’s right; that basically, if we think the US should stay competitive and stay as close as it can and not even stay competitive, but catch up with Chinese companies, it is going to require large-scale state support of manufacturing.
  • EZRA KLEIN: OK, that’s fair. I will say, in general, there’s a constant thing you find reporting on government that people in government feel like they are moving very quickly
  • EZRA KLEIN: — given the procedural work they have to go through. And they often are moving very quickly compared to what has been done in that respect before, compared to what they have to get over. They are working weekends, they are working nights, and they are still not actually moving that quickly compared to what a VC firm can do or an investment bank or someone else who doesn’t have the weight of congressional oversight committees potentially calling you in and government procurement rules and all the rest of it.
  • ROBINSON MEYER: I think that’s a theme across the government’s implementation of the I.R.A. right now, is that generally the government feels like it’s moving as fast as it can. And if you look at the Department of Treasury, they feel like we are publishing — basically, the way that most of the I.R.A. subsidies work is that they will eventually be administered by the I.R.S., but first the Department of the Treasury has to write the guidebook for all these subsidies, right?
  • the law says there’s a very general kind of “here’s thousands of dollars for EVs under this circumstance.” Someone still has to go in and write all the fine print. The Department of Treasury is doing that right now for each tax credit, and they have to do that before anyone can claim that tax credit to the I.R.S. Treasury feels like it’s moving extremely quickly. It basically feels like it’s completely at capacity with these, and it’s sequenced these so it feels like it’s getting out the most important tax credits first.
  • Private industry feels like we need certainty. It’s almost a year since the law passed, and you haven’t gotten us the domestic content bonus. You haven’t gotten us the community solar bonus. You haven’t gotten us all these things yet.
  • a theme across the government right now is that the I.R.A. passed. Agencies have to write the regulations for all these tax credits. They feel like they’re moving very quickly, and yet companies feel like they’re not moving fast enough.
  • that’s how we get to this point where we’re 311 days out from the I.R.A. passing, and you’re like, well, has it made a big difference? And I’m like, well, frankly, wind and solar developers broadly don’t feel like they have the full understanding of all the subsidies they need yet to begin making the massive investments
  • I think it’s fair to say maybe the biggest bet on that is green hydrogen, if you’re looking in the bill.
  • We think it’s going to be an important tool in industry. It may be an important tool for storing energy in the power grid. It may be an important tool for anything that needs combustion.
  • ROBINSON MEYER: Yeah, absolutely. So green hydrogen — and let’s just actually talk about hydrogen broadly as this potential tool in the decarbonization tool kit.
  • It’s a molecule. It is a very light element, and you can burn it, but it’s not a fossil fuel. And a lot of the importance of hydrogen kind of comes back to that attribute of it.
  • So when we look at sectors of the economy that are going to be quite hard to decarbonize — and that’s because there is something about fossil fuels chemically that is essential to how that sector works either because they provide combustion heat and steelmaking or because fossil fuels are actually a chemical feedstock where the molecules in the fossil fuel are going into the product or because fossil fuels are so energy dense that you can carry a lot of energy while actually not carrying that much mass — any of those places, that’s where we look at hydrogen as going.
  • green hydrogen is something new, and the size of the bet is huge. So can you talk about first just what is green hydrogen? Because my understanding of it is spotty.
  • The I.R.A. is extremely generous — like extremely, extremely generous — in its hydrogen subsidies
  • The first is for what’s called blue hydrogen, which is hydrogen made from natural gas, where we then capture the carbon dioxide that was released from that process and pump it back into the ground. That’s one thing that’s subsidized. It’s basically subsidized as part of this broader set of packages targeted at carbon capture
  • green hydrogen, which is where we take water, use electrolyzers on it, basically zap it apart, take the hydrogen from the water, and then use that as a fue
  • The I.R.A. subsidies for green hydrogen specifically, which is the one with water and electricity, are so generous that relatively immediately, it’s going to have a negative cost to make green hydrogen. It will cost less than $0 to make green hydrogen. The government’s going to fully cover the cost of producing it.
  • That is intentional because what needs to happen now is that green hydrogen moves into places where we’re using natural gas, other places in the industrial economy, and it needs to be price competitive with those things, with natural gas, for instance. And so as it kind of is transported, it’s going to cost money
  • As you make the investment to replace the technology, it’s going to cost money. And so as the hydrogen moves through the system, it’s going to wind up being price competitive with natural gas, but the subsidies in the bill are so generous that hydrogen will cost less than $0 to make a kilogram of it
  • There seems to be a sense that hydrogen, green hydrogen, is something we sort of know how to make, but we don’t know how to make it cost competitive yet. We don’t know how to infuse it into all the processes that we need to be infused into. And so a place where the I.R.A. is trying to create a reality that does not yet exist is a reality where green hydrogen is widely used, we have to know how to use it, et cetera.
  • And they just seem to think we don’t. And so you need all these factories. You need all this innovation. Like, they have to create a whole innovation and supply chain almost from scratch. Is that right?
  • ROBINSON MEYER: That’s exactly right. There’s a great Department of Energy report that I would actually recommend anyone interested in this read called “The Liftoff Report for Clean Hydrogen.” They made it for a few other technologies. It’s a hundred-page book that’s basically how the D.O.E. believes we’re going to build out a clean hydrogen economy.
  • And, of course, that is policy in its own right because the D.O.E. is saying, here is the years we’re going to invest to have certain infrastructure come online. Here’s what we think we need. That’s kind of a signal to industry that everyone should plan around those years as well.
  • It’s a great book. It’s like the best piece of industrial policy I’ve actually seen from the government at all. But one of the points it makes is that you’re going to make green hydrogen. You’re then going to need to move it. You’re going to need to move it in a pipeline or maybe a truck or maybe in storage tanks that you then cart around.
  • Once it gets to a facility that uses green hydrogen, you’re going to need to store some green hydrogen there in storage tanks on site because you basically need kind of a backup supply in case your main supply fails. All of those things are going to add cost to hydrogen. And not only are they going to add cost, we don’t really know how to do them. We have very few pipelines that are hydrogen ready.
  • All of that investment needs to happen as a result to make the green hydrogen economy come alive. And why it’s so lavishly subsidized is to kind of fund all that downstream investment that’s eventually going to make the economy come true.
  • But a lot of what has to happen here, including once the money is given out, is that things we do know how to build get built, and they get built really fast, and they get built at this crazy scale.
  • So I’ve been reading this paper on what they call “The Greens’ Dilemma” by J.B. Ruhl and James Salzman, who also wrote this paper called “Old Green Laws, New Green Deal,” or something like that. And I think they get at the scale problem here really well.
  • “The largest solar facility currently online in the US is capable of generating 585 megawatts. To meet even a middle-road renewable energy scenario would require bringing online two new 400-megawatt solar power facilities, each taking up at least 2,000 acres of land every week for the next 30 years.”
  • And that’s just solar. We’re not talking wind there. We’re not talking any of the other stuff we’ve discussed here, transmission lines. Can we do that? Do we have that capacity?
  • ROBINSON MEYER: No, we do not. We absolutely do not. I think we’re going to build a ton of wind and solar. We do not right now have the system set up to use that much land to build that much new solar and wind by the time that we need to build it. I think it is partially because of permitting laws, and I think it’s also partially because right now there is no master plan
  • There’s no overarching strategic entity in the government that’s saying, how do we get from all these subsidies in the I.R.A. to net zero? What is our actual plan to get from where we are right now to where we’re emitting zero carbon as an economy? And without that function, no project is essential. No activity that we do absolutely needs to happen, and so therefore everything just kind of proceeds along at a convenient pace.
  • given the scale of what’s being attempted here, you might think that something the I.R.A. does is to have some entity in the government, as you’re saying, say, OK, we need this many solar farms. This is where we think we should put them. Let’s find some people to build them, or let’s build them ourselves.
  • what it actually does is there’s an office somewhere waiting for private companies to send in an application for a tax credit for solar that they say they’re going to build, and then we hope they build it
  • it’s an almost entirely passive process on the part of the government. Entirely would be going too far because I do think they talk to people, and they’re having conversations
  • the builder applies, not the government plans. Is that accurate?
  • ROBINSON MEYER: That’s correct. Yes.
  • ROBINSON MEYER: I think here’s what I would say, and this gets back to what do we want the I.R.A. to do and what are our expectations for the I.R.A
  • If the I.R.A. exists to build out a ton of green capacity and shift the political economy of the country toward being less dominated by fossil fuels and more dominated by the clean energy industry, frankly, then it is working
  • If the I.R.A. is meant to get us all the way to net zero, then it is not capable of that.
  • in 2022, right, we had no way to see how we were going to reduce emissions. We did not know if we were going to get a climate bill at all. Now, we have this really aggressive climate bill, and we’re like, oh, is this going to get us to net zero?
  • But getting to net zero was not even a possibility in 2022.
  • The issue is that the I.R.A. requires, ultimately, private actors to come forward and do these things. And as more and more renewables get onto the grid, almost mechanically, there’s going to be less interest in bringing the final pieces of decarbonized electricity infrastructure onto the grid as well.
  • EZRA KLEIN: Because the first things that get applied for are the ones that are more obviously profitable
  • The issue is when you talk to solar developers, they don’t see it like, “Am I going to make a ton of money, yes or no?” They see it like they have a capital stack, and they have certain incentives and certain ways to make money based off certain things they can do. And as more and more solar gets on the grid, building solar at all becomes less profitable
  • also, just generally, there’s less people willing to buy the solar.
  • as we get closer to a zero-carbon grid, there is this risk that basically less and less gets built because it will become less and less profitable
  • EZRA KLEIN: Let’s call that the last 20 percent risk
  • EZRA KLEIN: — or the last 40 percent. I mean, you can probably attach different numbers to that
  • ROBINSON MEYER: Permitting is the primary thing that is going to hold back any construction basically, especially out West,
  • right now permitting fights, the process under the National Environmental Policy Act just at the federal level, can take 4.5 years
  • let’s say every single project we need to do was applied for today, which is not true — those projects have not yet been applied for — they would be approved under the current permitting schedule in 2027.
  • ROBINSON MEYER: That’s before they get built.
  • Basically nobody on the left talked about permitting five years ago. I don’t want to say literally nobody, but you weren’t hearing it, including in the climate discussion.
  • people have moved to saying we do not have the laws, right, the permitting laws, the procurement laws to do this at the speed we’re promising, and we need to fix that. And then what you’re seeing them propose is kind of tweak oriented,
  • Permitting reform could mean a lot of different things, and Democrats and Republicans have different ideas about what it could mean. Environmental groups, within themselves, have different ideas about what it could mean.
  • for many environmental groups, the permitting process is their main tool. It is how they do the good that they see themselves doing in the world. They use the permitting process to slow down fossil fuel projects, to slow down projects that they see as harming local communities or the local environment.
  • ROBINSON MEYER: So we talk about the National Environmental Policy Act or NEPA. Let’s just start calling it NEPA. We talk about the NEPA process
  • NEPA requires the government basically study any environmental impact from a project or from a decision or from a big rule that could occur.
  • Any giant project in the United States goes through this NEPA process. The federal government studies what the environmental impact of the project will be. Then it makes a decision about whether to approve the project. That decision has nothing to do with the study. Now, notionally, the study is supposed to inform the project.
  • the decision the federal government makes, the actual “can you build this, yes or no,” legally has no connection to the study. But it must conduct the study in order to make that decision.
  • that permitting reform is so tough for the Democratic coalition specifically is that this process of forcing the government to amend its studies of the environmental impact of various decisions is the main tool that environmental litigation groups like Earthjustice use to slow down fossil fuel projects and use to slow down large-scale chemical or industrial projects that they don’t think should happen.
  • when we talk about making this program faster, and when we talk about making it more immune to litigation, they see it as we’re going to take away their main tools to fight fossil fuel infrastructure
  • why there’s this gap between rhetoric and what’s actually being proposed is that the same tool that is slowing down the green build-out is also what’s slowing down the fossil fuel build-out
  • ROBINSON MEYER: They’re the classic conflict here between the environmental movement classic, let’s call it, which was “think globally, act locally,” which said “we’re going to do everything we can to preserve the local environment,” and what the environmental movement and the climate movement, let’s say, needs to do today, which is think globally, act with an eye to what we need globally as well, which is, in some cases, maybe welcome projects that may slightly reduce local environmental quality or may seem to reduce local environmental quality in the name of a decarbonized world.
  • Because if we fill the atmosphere with carbon, nobody’s going to get a good environment.
  • Michael Gerrard, who is professor at Columbia Law School. He’s a founder of the Sabin Center for Climate Change Law there. It’s called “A Time for Triage,” and he has this sort of interesting argument that the environmental movement in general, in his view, is engaged in something he calls trade-off denial.
  • his view and the view of some people is that, look, the climate crisis is so bad that we just have to make those choices. We have to do things we would not have wanted to do to preserve something like the climate in which not just human civilization, but this sort of animal ecosystem, has emerged. But that’s hard, and who gets to decide which trade-offs to make?
  • what you’re not really seeing — not really, I would say, from the administration, even though they have some principles now; not really from California, though Gavin Newsom has a set of early things — is “this is what we think we need to make the I.R.A. happen on time, and this is how we’re going to decide what is a kind of project that gets this speedway through,” w
  • there’s a failure on the part of, let’s say, the environmental coalition writ large to have the courage to have this conversation and to sit down at a table and be like, “OK, we know that certain projects aren’t happening fast enough. We know that we need to build out faster. What could we actually do to the laws to be able to construct things faster and to meet our net-zero targets and to let the I.R.A. kind achieve what it could achieve?”
  • part of the issue is that we’re in this environment where Democrats control the Senate, Republicans control the House, and it feels very unlikely that you could just get “we are going to accelerate projects, but only those that are good for climate change,” into the law given that Republicans control the House.
  • part of the progressive fear here is that the right solutions must recognize climate change. Progressives are very skeptical that there are reforms that are neutral on the existence of climate change and whether we need to build faster to meet those demands that can pass through a Republican-controlled House.
  • one of the implications of that piece was it was maybe a huge mistake for progressives not to have figured out what they wanted here and could accept here, back when the negotiating partner was Joe Manchin.
  • Manchin’s bill is basically a set of moderate NEPA reforms and transmission reforms. Democrats, progressives refuse to move on it. Now, I do want to be fair here because I think Democrats absolutely should have seized on that opportunity, because it was the only moment when — we could tell already that Democrats — I mean, Democrats actually, by that moment, had lost the House.
  • I do want to be fair here that Manchin’s own account of what happened with this bill is that Senate Republicans killed it and that once McConnell failed to negotiate on the bill in December, Manchin’s bill was dead.
  • EZRA KLEIN: It died in both places.ROBINSON MEYER: It died in both places. I think that’s right.
  • Republicans already knew they were going to get the House, too, so they had less incentive to play along. Probably the time for this was October.
  • EZRA KLEIN: But it wasn’t like Democrats were trying to get this one done.
  • EZRA KLEIN: To your point about this was all coming down to the wire, Manchin could have let the I.R.A. pass many months before this, and they would have had more time to negotiate together, right? The fact that it was associated with Manchin in the way it was was also what made it toxic to progressives, who didn’t want to be held up by him anymore.
  • What becomes clear by the winter of this year, February, March of this year, is that as Democrats and Republicans begin to talk through this debt-ceiling process where, again, permitting was not the main focus. It was the federal budget. It was an entirely separate political process, basically.
  • EZRA KLEIN: I would say the core weirdness of the debt-ceiling fight was there was no main focus to it.
  • EZRA KLEIN: It wasn’t like past ones where it was about the debt. Republicans did some stuff to cut spending. They also wanted to cut spending on the I.R.S., which would increase the debt, right? It was a total mishmash of stuff happening in there.
  • That alchemy goes into the final debt-ceiling negotiations, which are between principals in Congress and the White House, and what we get is a set of basically the NEPA reforms in Joe Manchin’s bill from last year and the Mountain Valley pipeline, the thing that environmentalists were focused on blocking, and effectively no transmission reforms.
  • the set of NEPA reforms that were just enacted, that are now in the law, include — basically, the word reasonable has been inserted many times into NEPA. [LAUGHS] So the law, instead of saying the government has to study all environmental impacts, now it has to study reasonable environmental impacts.
  • this is a kind of climate win — has to study the environmental impacts that could result from not doing a project. The kind of average NEPA environmental impact study today is 500 pages and takes 4.5 years to produce. Under the law now, the government is supposed to hit a page limit of 150 to 300 pages.
  • there’s a study that’s very well cited by progressives from three professors in Utah who basically say, well, when you look at the National Forest Service, and you look at this 40,000 NEPA decisions, what mostly holds up these NEPA decisions is not like, oh, there’s too many requirements or they had to study too many things that don’t matter. It’s just there wasn’t enough staff and that staffing is primarily the big impediment. And so on the one hand, I think that’s probably accurate in that these are, in some cases — the beast has been starved, and these are very poorly staffed departments
  • The main progressive demand was just “we must staff it better.”
  • But if it’s taking you this much staffing and that much time to say something doesn’t apply to you, maybe you have a process problem —ROBINSON MEYER: Yes.EZRA KLEIN: — and you shouldn’t just throw endless resources at a broken process, which brings me — because, again, you can fall into this and never get out — I think, to the bigger critique her
  • these bills are almost symbolic because there’s so much else happening, and it’s really the way all this interlocks and the number of possible choke points, that if you touch one of them or even you streamline one of them, it doesn’t necessarily get you that f
  • “All told, over 60 federal permitting programs operate in the infrastructure approval regime, and that is just the federal system. State and local approvals and impact assessments could also apply to any project.”
  • their view is that under this system, it’s simply not possible to build the amount of decarbonization infrastructure we need at the pace we need it; that no amount of streamlining NEPA or streamlining, in California, CEQA will get you there; that we basically have been operating under what they call an environmental grand bargain dating back to the ’70s, where we built all of these processes to slow things down and to clean up the air and clean up the water.
  • we accepted this trade-off of slower building, quite a bit slower building, for a cleaner environment. And that was a good trade. It was addressing the problems of that era
  • now we have the problems of this era, which is we need to unbelievably, rapidly build out decarbonization infrastructure to keep the climate from warming more than we can handle and that we just don’t have a legal regime or anything.
  • You would need to do a whole new grand bargain for this era. And I’ve not seen that many people say that, but it seems true to me
  • the role that America had played in the global economy in the ’50s and ’60s where we had a ton of manufacturing, where we were kind of the factory to a world rebuilding from World War II, was no longer tenable and that, also, we wanted to focus on more of these kind of high-wage, what we would now call knowledge economy jobs.That was a large economic transition happening in the ’70s and ’80s, and it dovetailed really nicely with the environmental grand bargain.
  • At some point, the I.R.A. recognizes that that environmental grand bargain is no longer operative, right, because it says, we’re going to build all this big fiscal fixed infrastructure in the United States, we’re going to become a manufacturing giant again, but there has not been a recognition among either party of what exactly that will mean and what will be required to have it take hold.
  • It must require a form of on-the-ground, inside-the-fenceline, “at the site of the power plant” pollution control technology. The only way to do that, really, is by requiring carbon capture and requiring the large construction of major industrial infrastructure at many, many coal plants and natural gas plants around the country in order to capture carbon so it doesn’t enter the atmosphere, and so we don’t contribute to climate change. That is what the Supreme Court has ruled. Until that body changes, that is going to be the law.
  • So the E.P.A. has now, last month, proposed a new rule under the Clean Air Act that is going to require coal plants and some natural gas plants to install carbon capture technology to do basically what the Supreme Court has all but kind of required the E.P.A. to do
  • the E.P.A. has to demonstrate, in order to kind of make this rule the law and in order to make this rule pass muster with the Supreme Court, that this is tenable, that this is the best available and technologically feasible option
  • that means you actually have to allow carbon capture facilities to get built and you have to create a legal process that will allow carbon capture facilities to get built. And that means you need to be able to tell a power plant operator that if they capture carbon, there’s a way they can inject it back into the ground, the thing that they’re supposed to do with it.
  • Well, E.P.A. simultaneously has only approved the kind of well that you need to inject carbon that you’ve captured from a coal factory or a natural gas line back into the ground. It’s called a Class 6 well. The E.P.A. has only ever approved two Class 6 wells. It takes years for the E.P.A. to approve a Class 6 well.
  • And environmental justice groups really, really oppose these Class 6 wells because they see any carbon capture as an effort to extend the life of the fossil fuel infrastructure
  • The issue here is that it seems like C.C.S., carbon capture, is going to be essential to how the U.S. decarbonizes. Legally, we have no other choice because of the constraints the Supreme Court has placed on the E.P.A.. At the same time, environmental justice groups, and big green groups to some extent, oppose building out any C.C.S.
  • to be fair to them, right, they would say there are other ways to decarbonize. That may not be the way we’ve chosen because the politics weren’t there for it, but there are a lot of these groups that believe you could have 100 percent renewables, do not use all that much carbon capture, right? They would have liked to see a different decarbonization path taken too. I’m not sure that path is realistic.
  • what you do see are environmental groups opposing making it possible to build C.C.S. anywhere in the country at all.
  • EZRA KLEIN: The only point I’m making here is I think this is where you see a compromise a lot of them didn’t want to make —ROBINSON MEYER: Exactly, yeah.EZRA KLEIN: — which is a decarbonization strategy that actually does extend the life cycle of a lot of fossil fuel infrastructure using carbon capture. And because they never bought onto it, they’re still using the pathway they have to try to block it. The problem is that’s part of the path that’s now been chosen. So if you block it, you just don’t decarbonize. It’s not like you get the 100 percent renewable strategy.
  • ROBINSON MEYER: Exactly. The bargain that will emerge from that set of actions and that set of coalitional trade-offs is we will simply keep running this, and we will not cap it.
  • What could be possible is that progressives and Democrats and the E.P.A. turns around and says, “Oh, that’s fine. You can do C.C.S. You just have to cap every single stationary source in the country.” Like, “You want to do C.C.S.? We totally agree. Essential. You must put CSS infrastructure on every power plant, on every factory that burns fossil fuels, on everything.”
  • If progressives were to do that and were to get it into the law — and there’s nothing the Supreme Court has said, by the way, that would limit progressives from doing that — the upshot would be we shut down a ton more stationary sources and a ton more petrochemical refineries and these bad facilities that groups don’t want than we would under the current plan.
  • what is effectively going to happen is that way more factories and power plants stay open and uncapped than would be otherwise.
  • EZRA KLEIN: So Republican-controlled states are just on track to get a lot more of it. So the Rocky Mountain Institute estimates that red states will get $623 billion in investments by 2030 compared to $354 billion for blue states.
  • why are red states getting so much more of this money?
  • ROBINSON MEYER: I think there’s two reasons. I think, first of all, red states have been more enthusiastic about getting the money. They’re the ones giving away the tax credits. They have a business-friendly environment. And ultimately, the way many, many of these red-state governors see it is that these are just businesses.
  • I think the other thing is that these states, many of them, are right-to-work states. And so they might pay their workers less. They certainly face much less risk financially from a unionization campaign in their state.
  • regardless of the I.R.A., that’s where manufacturing and industrial investment goes in the first place. And that’s where it’s been going for 20 years because of the set of business-friendly and local subsidies and right-to-work policies.
  • I think the administration would say, we want this to be a big union-led effort. We want it to go to the Great Lakes states that are our political firewall.
  • and it would go to red states, because that’s where private industry has been locating since the ’70s and ’80s, and it would go to the Southeast, right, and the Sunbelt, and that that wouldn’t be so bad because then you would get a dynamic where red-state senators, red-state representatives, red-state governors would want to support the transition further and would certainly not support the repeal of the I.R.A. provisions and the repeal of climate provisions, and that you’d get this kind of nice vortex of the investment goes to red states, red states feel less antagonistic toward climate policies, more investment goes to red states. Red-state governors might even begin to support environmental regulation because that basically locks in benefits and advantages to the companies located in their states already.
  • I think what you see is that Republicans are increasingly warming to EV investment, and it’s actually building out renewables and actually building out clean electricity generation, where you see them fighting harder.
  • The other way that permitting matters — and this gets into the broader reason why private investment was generally going to red states and generally going to the Sunbelt — is that the Sunbelt states — Georgia, Texas — it’s easier to be there as a company because housing costs are lower and because the cost of living is lower in those states.
  • it’s also partially because the Sunbelt and the Southeast, it was like the last part of the country to develop, frankly, and there’s just a ton more land around all the cities, and so you can get away with the sprawling suburban growth model in those citie
  • It’s just cheaper to keep building suburbs there.
  • EZRA KLEIN: So how are you seeing the fights over these rare-earth metals and the effort to build a safe and, if not domestic, kind of friend-shored supply chain there?
  • Are we going to be able to source some of these minerals from the U.S.? That process seems to be proceeding but going slowly. There are some minerals we’re not going to be able to get from the United States at all and are going to have to get from our allies and partners across the world.
  • The kind of open question there is what exactly is the bargain we’re going to strike with countries that have these critical minerals, and will it be fair to those countries?
  • it isn’t to say that I think the I.R.A. on net is going to be bad for other countries. I just think we haven’t really figured out what deal and even what mechanisms we can use across the government to strike deals with other countries to mine the minerals in those countries while being fair and just and creating the kind of economic arrangement that those countries want.
  • , let’s say we get the minerals. Let’s say we learn how to refine them. There is many parts of the battery and many parts of EVs and many, many subcomponents in these green systems that there’s not as strong incentive to produce in the U.S.
  • at the same time, there’s a ton of technology. One answer to that might be to say, OK, well, what the federal government should do is just make it illegal for any of these battery makers or any of these EV companies to work with Chinese companies, so then we’ll definitely establish this parallel supply chain. We’ll learn how to make cathodes and anodes. We’ll figure it out
  • The issue is that there’s technology on the frontier that only Chinese companies have, and U.S. automakers need to work with those companies in order to be able to compete with them eventually.
  • EZRA KLEIN: How much easier would it be to achieve the I.R.A.’s goals if America’s relationship with China was more like its relationship with Germany?
  • ROBINSON MEYER: It would be significantly easier, and I think we’d view this entire challenge very differently, because China, as you said, not only is a leader in renewable energy. It actually made a lot of the important technological gains over the past 15 years to reducing the cost of solar and wind. It really did play a huge role on the supply side of reducing the cost of these technologies.
  • If we could approach that, if China were like Germany, if China were like Japan, and we could say, “Oh, this is great. China’s just going to make all these things. Our friend, China, is just going to make all these technologies, and we’re going to import them.
  • So it refines 75 percent of the polysilicon that you need for solar, but the machines that do the refining, 99 percent of them are made in China. I think it would be reckless for the U.S. to kind of rely on a single country and for the world to rely on a single country to produce the technologies that we need for decarbonization and unwise, regardless of our relationship with that country.
  • We want to geographically diversify the supply chain more, but it would be significantly easier if we did not have to also factor into this the possibility that the US is going to need to have an entirely separate supply chain to make use of for EVs, solar panels, wind turbines, batteries potentially in the near-term future.
  • , what are three other books they should read?
  • The first book is called “The End of the World” by Peter Brannen. It’s a book that’s a history of mass extinctions, the Earth’s five mass extinctions, and, actually, why he doesn’t think we’re currently in a mass extinction or why, at least, things would need to go just as bad as they are right now for thousands and thousands of years for us to be in basically the sixth extinction.
  • The book’s amazing for two reasons. The first is that it is the first that really got me to understand deep time.
  • he explains how one kind of triggered the next one. It is also an amazing book for understanding the centrality of carbon to Earth’s geological history going as far back as, basically, we can track.
  • “Climate Shock” by Gernot Wagner and Marty Weitzman. It’s about the economics of climate change
  • Marty Weitzman, who I think, until recently, was kind of the also-ran important economist of climate change. Nordhaus was the famous economist. He was the one who got all attention. He’s the one who won the Nobel.
  • He focuses on risk and that climate change is specifically bad because it will damage the environment, because it will make our lives worse, but it’s really specifically bad because we don’t know how bad it will be
  • it imposes all these huge, high end-tail risks and that blocking those tail risks is actually the main thing we want to do with climate policy.
  • That is I think, in some ways, what has become the U.S. approach to climate change and, to some degree, to the underlying economic thinking that drives even the I.R.A., where we want to just cut off these high-end mega warming scenarios. And this is a fantastic explanation of that particular way of thinking and of how to apply that way of thinking to climate change and also to geoengineerin
  • The third book, a little controversial, is called “Shorting the Grid” by Meredith Angwin
  • her argument is basically that electricity markets are not the right structure to organize our electricity system, and because we have chosen markets as a structured, organized electricity system in many states, we’re giving preferential treatment to natural gas and renewables, two fuels that I think climate activists may feel very different ways about, instead of coal, which she does think we should phase out, and, really, nuclear
  • By making it easier for renewables and natural gas to kind of accept these side payments, we made them much more profitable and therefore encouraged people to build more of them and therefore underinvested in the forms of generation, such as nuclear, that actually make most of their money by selling electrons to the grid, where they go to people’s homes.
Javier E

How China's buses shaped the world's EV revolution - BBC Future - 0 views

  • After around two decades of government support, China now boasts the world's largest market for e-buses, making up more than 95% of global stock. At the end of 2022, China's Ministry of Transport announced that more than three-quarters (77% or 542,600) of all urban buses in the country were "new energy vehicles", a term used by the Chinese government to include pure electric, plug-in hybrids, and fuel cell vehicles powered by alternative fuels such as hydrogen and methanol. In 2022, around 84% of the new energy bus fleet was pure electric.
  • . In 2015, 78% of Chinese urban buses still used diesel or gas, according to the World Resources Institute (WRI). The NGO now estimates that if China follows through on its stated decarbonisation policies, its road transport emissions will peak before 2030.
  • China is also home to some of the world's biggest electric bus manufacturers, such as Yutong, which has been raking up orders across China, Europe and Latin America.
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  • "China has really been at the forefront of success in conversion of all vehicles to electric vehicles, especially buses," says Heather Thompson, chief executive officer of the Institute for Transportation and Development Policy (ITDP), a non-profit focusing on sustainable transport solutions. "The rest of the world is trying to do the same, but I think China is really out ahead."
  • At the time of China's 2001 entry into the World Trade Organisation, the international automotive industry was dominated by European, US and Japanese brands. These companies had spent decades perfecting internal combustion engine technology. To compete, Beijing decided to find a new track for its auto industry: making cars that did not use conventional engines.
  • That same year, the central government launched the so-called "863 plan" for EV research and development. There were numerous practical challenges, however, in the way of mass electrification. Not many manufacturers were making new energy vehicles, buyers were few and there was a lack of charging infrastructure in existence. The answer? Buses.
  • "The Chinese government adopted a very smart strategy," says Liu Daizong, ITDP's East Asia director. "They realised quite early on that they should drive [the EV industry] through electric buses," he notes, since their public service status meant Beijing "could have a strong hand on their electrification".
  • "Bus routes were fixed. This means when an electric bus finished a round, it could return to the depot to recharge," explains Xue Lulu, a mobility manager at the World Resources Institute (WRI) China. The typical daily mileage of a Chinese bus ­– 200km (120 miles) – was a realistic range for battery makers to meet.
  • The following year, the country began its large-scale rollout of new energy buses, with the "Ten Cities and Thousand Vehicles" programme. Over three years, the programme aimed to provide 10 cities with financial subsidies to promote 1,000 public-sector new energy vehicles in each, annually. Its goal was to have 10% new energy vehicles in the country by the end of 2012.
  • Strong policy support from both central and regional governments "gave manufacturers confidence in setting up production lines and stepping up research efforts," says Liu.
  • Together, these strong and consistent government signals encouraged Chinese manufacturers to expand their EV production capacity, bring down costs and improve their technologies. One such company was Build Your Dream, better known as BYD. The Shenzhen-based firm, the world's largest EV maker in 2022, ballooned its business a decade before by supplying electric buses and taxis for China's EV pilot cities.
  • "Back then, most buses used diesel, which was a main source of nitrogen oxides (NOx) emissions," says Xue, referring to the air pollution that smothered Beijing and other Chinese cities in the early 2010s. Yet in 2013, a new plan from central government cited tackling air pollution as one of the reasons for rolling out EVs.
  • This addition proved to be critical: it not only connected EV uptake with people's health, it also indirectly tied the e-bus campaign to local officials' political performance, as the central government would soon hand air-quality targets to all provinces.
  • The years 2013 and 2014 proved to be important for China's EV push. For the first time, the central government made EV purchase subsidies available to individual consumers, not just the public sector, opening the floodgate to private ownership. Additionally, it offered discounted electricity tariffs to bus operators to make sure the cost of running electric buses would be "significantly lower than" that of their oil or gas-powered equivalents.
  • The new economic push, plus local government's determination to battle air pollution, generated great enthusiasm for e-buses. By the end of 2015, the number of EV pilot cities rocketed from 25 to 88. In the same year, the central government set a target of 200,000 new energy buses on the road by 2020 and announced a plan to phase out its subsidies for fossil-fuel-powered buses.
  • To further stimulate the market, many cities devised various local policies on top of national incentives. For example, Shenzhen, a southern city with a population of more than 17 million, encouraged government agencies to work with private companies to create a full range of renting mechanisms for bus operators
  • Different cities' bus operators also designed different charging strategies. "Buses in Shenzhen had bigger batteries, so they normally charged overnight," says Xue, of WRI China. Between 2016 and 2020, Shanghai, another electric bus hub, subsidised the electricity e-buses used -- regardless of the hours of the day -- to give them more flexibility in charging.
  • Generous financial support did lead to problems. In 2016, an EV subsidy fraud shook China, with some bus operators found to have exaggerated the number of e-buses they had purchased. So that same year Beijing shifted its EV subsidy rules so bus operators could only receive financial support when a bus's mileage reached 30,000km (19,000 miles).
  • one year later, the government announced the so-called "dual-credit" policy. This allowed new energy vehicle makers to rake up credits which they could sell for cash to those needing to offset "negative credits" generated from making conventional cars.
  • it wasn't only China's buses that had benefitted.China's e-bus campaign helped create a big and stable market for its wider EV industry, brought down the costs and created economies of scale. In 2009, the year the e-bus campaign was rolled out, the total number of new energy vehicles sold stood at 2,300; by 2022, it was 6.9 million, analysis by Huang Zheng,
  • By 2022, the country had also built the world's largest EV charging network, with 1.8 million public charging stations – or two-thirds of the global total – and 3.4 million private equivalents. This means that on average, there is one charging pillar for every 2.5 of China's 13.1 million new energy vehicles.
  • Cold weather is a problem, too, as it can make a battery's charging time longer and its range shorter. The reason China has not achieved 100% electrification for its buses is its northern regions, which have harsh winters, says Xue.
  • To make e-buses truly "green", they should also be charged with renewable power, Wang says. But last year coal power still accounted for 58.4% of China's energy mix, according to the China Electricity Council, a trade body..
  • Globally, however, China is now in a league of its own in uptake of e-buses. By 2018, about 421,000 of the world's 425,000 electric buses were located in China; Europe had about 2,250 and the US owned around 300. A
  • But earlier this year, the European Commission announced a zero-emission target for all new city buses by 2030. And some countries are increasing their overall funding for the transition.
  • In 2020, the European Commission approved Germany's plan to double its aid for e-buses to €650m (£558m/$707m), then again in 2021 to €1.25 billion euros (£1.07m/$1.3bn). And the UK, which last year had the largest electric bus fleet in Europe with 2,226 pure electric and hybrid buses, has announced another £129m ($164m) to help bus operators buy zero-emissions fleets.
  • Countries have thus responded to China's manufacturing lead in divergent ways. "While the US has opted for a more competitive angle by fostering its own e-bus production, regions like Latin America are more open to trade with China due to a more friendly trading setup through [China's] Belt and Road Initiative,"
  • In order to avoid direct competition from Chinese manufacturers, the US has come up with a "school-bus strategy", says Liu. The Chinese don't make the iconic yellow vehicles, so this could ignite American e-bus manufacturing and create a local industry chain, he suggests. Backed by the US Environmental Protection Agency's $5bn (£3.9bn) Clean School Bus Programme, the national effort has so far committed to providing 5,982 buses.
  • In contrast, many Latin American cities, such as the Colombian capital of Bogota and the Chilean capital of Santiago, are greening their traditional bus sectors with the help of Chinese manufacturers, who are the largest providers to the region. In 2020, Chile became the country that had the most Chinese e-buses outside of China, and this year Santiago's public transport operator announced it has ordered 1,022 e-buses from Beijing-based Foton Motor, the biggest overseas deal the firm had received.
  • Chinese manufacturers are likely to receive a lot more orders from Chile and its neighbours in this decade. According to latest research by the global C40 Cities network, the number of electric buses in 32 Latin American cities is expected to increase by more than seven times by 2030, representing an investment opportunity of over $11.3bn (£8.9bn)
  • In June 2023, BloombergNEF forecast half of the world's buses to be entirely battery-powered by 2032, a decade ahead of cars. And by 2026, 36% and 24% of municipal bus sales in Europe and the US, respectively, are expected to be EVs as they begin to catch up with China
  • To meet the global climate goals set by the Paris Agreement, simply switching the world's existing bus fleets might not be enough. According to ITDP, the cumulative greenhouse gas emissions from urban passenger transport globally must stay below the equivalent of 66 gigatonnes CO2 between 2020 and 2050 for the world to meet the 1.5C temperature goal. This emissions limit will only be possible when the world not only adopts electric buses, but goes through a broader shift away from private transport
  • "We can't just focus on [replacing] the buses that exist, we need to actually get many, many more buses on the streets," Thompson adds. She and her team estimate that the world would need about 10 million more buses through 2030, and 46 million more buses cumulatively through 2050, to make public transport good enough to have a shot at achieving the Paris Agreement. And all those buses will need to be electric.
  • In China therefore, even though EVs are being sold faster than ever, its central government has instructed cities to encourage public transport use, as well as walking and riding bikes.
  • In Wang's hometown, meanwhile, which has just over three million residents, the local government has gone one step further and made all bus rides free. All citizens need to do is to swipe an app, with no charge, to get onto the bus. "My aunt loves taking buses now," says Wang. "She says it is so convenient."
Javier E

Suddenly There Aren't Enough Babies. The Whole World Is Alarmed. - WSJ - 0 views

  • The world is at a startling demographic milestone. Sometime soon, the global fertility rate will drop below the point needed to keep population constant. It may have already happened.
  • Fertility is falling almost everywhere, for women across all levels of income, education and labor-force participation.
  • Governments have rolled out programs to stop the decline—but so far they’ve barely made a dent.
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  • It’s dropping in developing countries, too. India surpassed China as the most populous country last year, yet its fertility is now below replacement.
  • “The demographic winter is coming,”
  • Smaller populations come with diminished global clout, raising questions in the U.S., China and Russia about their long-term standings as superpowers.
  • Some demographers think the world’s population could start shrinking within four decades—one of the few times it’s happened in history.
  • A year ago Japanese Prime Minister Fumio Kishida declared that the collapse of the country’s birthrate left it “standing on the verge of whether we can continue to function as a society.”
  • Had fertility stayed near 2.1, where it stood in 2007, the U.S. would have welcomed an estimated 10.6 million more babies since
  • In 2017, when the global fertility rate—a snapshot of how many babies a woman is expected to have over her lifetime—was 2.5, the United Nations thought it would slip to 2.4 in the late 2020s. Yet by 2021, the U.N. concluded, it was already down to 2.3—close to what demographers consider the global replacement rate of about 2.2
  • He has found that national birth registries are typically reporting births 10% to 20% below what the U.N. projected.
  • China reported 9 million births last year, 16% less than projected in the U.N.’s central scenario. In the U.S., 3.59 million babies were born last year, 4% less than the U.N. projected. In other countries, the undershoot is even larger: Egypt reported 17% fewer births last year. In 2022, Kenya reported 18% fewer.
  • In 2017 the U.N. projected world population, then 7.6 billion, would keep climbing to 11.2 billion in 2100. By 2022 it had lowered and brought forward the peak to 10.4 billion in the 2080s. That, too, is likely out of date
  • the University of Washington now thinks it will peak around 9.5 billion in 2061 then start declining. 
  • The falling birthrates come with huge implications for the way people live, how economies grow and the standings of the world’s superpowers.
  • In the U.S., a short-lived pandemic baby boomlet has reversed. The total fertility rate fell to 1.62 last year, according to provisional government figures, the lowest on record.
  • In 2017, when the fertility rate was 1.8, the Census Bureau projected it would converge over the long run to 2.0. It has since revised that down to 1.5. “It has snuck up on us,”
  • Historians refer to the decline in fertility that began in the 18th century in industrializing countries as the demographic transition. As lifespans lengthened and more children survived to adulthood, the impetus for bearing more children declined. As women became better educated and joined the workforce, they delayed marriage and childbirth, resulting in fewer children. 
  • Some demographers see this as part of a “second demographic transition,” a societywide reorientation toward individualism that puts less emphasis on marriage and parenthood, and makes fewer or no children more acceptable. 
  • In research published in 2021, the University of Maryland’s Kearney and two co-authors looked for possible explanations for the continued drop. They found that state-level differences in parental abortion notification laws, unemployment, Medicaid availability, housing costs, contraceptive usage, religiosity, child-care costs and student debt could explain almost none of the decline
  • “We suspect that this shift reflects broad societal changes that are hard to measure or quantify,” they conclude.
  • while raising children is no more expensive than before, parents’ preferences and perceived constraints have changed
  • “If people have a preference for spending time building a career, on leisure, relationships outside the home, that’s more likely to come in conflict with childbearing.” 
  • Once a low fertility cycle kicks in, it effectively resets a society’s norms and is thus hard to break, said Jackson. “The fewer children you see your colleagues and peers and neighbors having, it changes the whole social climate,”
  • Fertility is below replacement in India even though the country is still poor and many women don’t work—factors that usually sustain fertility.
  • Urbanization and the internet have given even women in traditional male-dominated villages a glimpse of societies where fewer children and a higher quality of life are the norm. “People are plugged into the global culture,
  • mothers and fathers, especially those that are highly educated, spend more time with their children than in the past. “The intensity of parenting is a constraint,”
  • Sub-Saharan Africa once appeared resistant to the global slide in fertility, but that too is changing. The share of all women of reproductive age using modern contraception grew from 17% in 2012 to 23% in 2022
  • Jose Rimon, a professor of public health at Johns Hopkins University, credits that to a push by national leaders in Africa which, he predicted, would drive fertility down faster than the U.N. projects. 
  • Mae Mariyam Thomas, 38, who lives in Mumbai and runs an audio production company, said she’s opted against having children because she never felt the tug of motherhood. She sees peers struggling to meet the right person, getting married later and, in some instances, divorcing before they have kids. At least three of her friends have frozen their eggs,
  • Danielle Vermeer grew up third in a family of four children on Chicago’s North Side, where her neighborhood was filled with Catholics of Italian, Irish and Polish descent and half her close friends had as many siblings as her or more.
  • Her Italian-American father was one of four children who produced 14 grandchildren. Now her parents have five grandchildren, including Vermeer’s two children, ages 4 and 7.
  • The 35-year-old, who is the co-founder of a fashion thrifting app, said that before setting out to have children, she consulted dozens of other couples and her Catholic church and read at least eight books on the subject, including one by Pope Paul VI. She and her husband settled on two as the right number.“The act of bringing a child into this world is an incredible responsibility,” she said.
  • Perhaps no country has been trying longer than Japan. After fertility fell to 1.5 in the early 1990s, the government rolled out a succession of plans that included parental leave and subsidized child care. Fertility kept falling.
  • In 2005, Kuniko Inoguchi was appointed the country’s first minister responsible for gender equality and birthrate. The main obstacle, she declared, was money: People couldn’t afford to get married or have children. Japan made hospital maternity care free and introduced a stipend paid upon birth of the child. 
  • Japan’s fertility rate climbed from 1.26 in 2005 to 1.45 in 2015. But then it started declining again, and in 2022 was back to 1.26.
  • This year, Prime Minister Fumio Kishida rolled out yet another program to increase births that extends monthly allowances to all children under 18 regardless of income, free college for families with three children, and fully paid parental leave.
  • noguchi, now a member of parliament’s upper house, said the constraint on would-be parents is no longer money, but time. She has pressed the government and businesses to adopt a four-day workweek
  • If you’re a government official or manager of a big corporation, you should not worry over questions of salary now, but that in 20 years time you will have no customers, no clients, no applicants to the Self-Defense Forces.”
  • Hungarian Prime Minister Viktor Orban has pushed one of Europe’s most ambitious natality agendas. Last year he expanded tax benefits for mothers so that women under the age of 30 who have a child are exempt from paying personal income tax for life. That’s on top of housing and child-care subsidies as well as generous maternity leaves. 
  • Hungary’s fertility rate, though still well below replacement, has risen since 2010. But the Vienna Institute of Demography attributed this primarily to women delaying childbirth because of a debt crisis that hit around 2010. Adjusted for that, fertility has risen only slightly, it concluded.
  • The usual prescription in advanced countries is more immigration, but that has two problems.
  • With no reversal in birthrates in sight, the attendant economic pressures are intensifying. Since the pandemic, labor shortages have become endemic throughout developed countries. That will only worsen in coming years as the postcrisis fall in birthrates yields an ever-shrinking inflow of young workers, placing more strain on healthcare and retirement systems.
  • worsening demographics could make this a second consecutive “lost decade” for global economic growth.
  • The Institute for Health Metrics and Evaluation found little evidence that pronatalist policies lead to sustained rebounds in fertility. A woman may get pregnant sooner to capture a baby bonus, researchers say, but likely won’t have more kids over the course of her lifetime.
  • As more countries confront stagnant population, immigration between them is a zero-sum gam
  • Historically, host countries have sought skilled migrants who enter through formal, legal channels, but recent inflows have been predominantly unskilled migrants often entering illegally and claiming asylum.
  • High levels of immigration have also historically aroused political resistance,
  • Many of the leaders keenest to raise birthrates are most resistant to immigratio
  • As birthrates fall, more regions and communities experience depopulation, with consequences ranging from closed schools to stagnant property values. Less selective colleges will soon struggle to fill classrooms because of the plunge in birthrates that began in 2007, said Fernández-Villaverde. Vance said rural hospitals can’t stay open because of the falling local population.
  • An economy with fewer children will struggle to finance pensions and healthcare for growing ranks of elderly. South Korea’s national pension fund, one of the world’s largest, is on track to be depleted by 2055
  • There’s been little public pressure to act, said Sok Chul Hong, an economist at Seoul National University. “The elderly are not very interested in pension reform, and the youth are apathetic towards politics,” he said. “It is truly an ironic situation.”
Javier E

How the Fed Should Fight Climate Change - The Atlantic - 0 views

  • Mark Carney, a former Goldman Sachs director who now leads the Bank of England, sounded a warning. Global warming, he said, could send the world economy spiraling into another 2008-like crisis
  • He called for central banks to act aggressively and immediately to reduce the risk of climate-related catastrophe
  • the U.S. Federal Reserve was the pivotal American institution in stopping a second Great Depression. Its actions were “historically unprecedented, spectacular in scale,” he writes, and widely understood by experts to be the “decisive innovation of the crisis.”
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  • “If the world is to cope with climate change, policymakers will need to pull every lever at their disposal,” he writes. “Faced with this threat, to indulge in the idea that central banks, as key agencies of the state, can limit themselves to worrying about financial stability … is its own form of denial.”
  • In England, by contrast, Carney has convened 33 central banks to investigate how to “green the financial system.” According to Axios, every powerful central bank is working with him—except for Banco do Brasil and the Fed.
  • Mark Carney, the governor of the Bank of England, in 2015, in a speech which has subsequently received massive coverage—and he is a man, after all, absolutely of the global financial establishment—coined the idea of a climate Minsky moment. [Editor’s note: A Minsky moment is when an asset’s price suddenly collapses after a long period of growth.]
  • We would need [fossil-fuel assets] to be on the balance sheet of actors who were under huge pressure in a fire-sale situation and who couldn’t deal with a sudden revaluation. We would need an entire network of causation to be there, which is what produced the unique crisis of 2007 to 2008.
  • So imagine that we stay on our current path, and we’re headed toward 3 or 4 degrees’ [Celsius] temperature change. And then imagine some of the nonlinearities kick in, which the climate scientists tell us about, and we face a Fukushima-style event.
  • What happens next? You then get nervous democratic politicians—and not necessarily those who are known for their populism, but just nervous democratic politicians—suddenly deciding that we have to stop doing one or another part of our carbon-based economy. It has to stop, and it has to stop immediately. And then you get big shocks. Then you get sudden revaluations.
  • In other words, the success of the delaying tactics of the carbon lobby create a situation in which we’re then faced with the possibility of a sudden regulatory shock
  • “One-third of equity and fixed income assets issued in global financial markets can be classified as belonging to the natural resource and extraction sectors, as well as carbon-intensive power utilities, chemicals, construction, and industrial goods firms.”
  • Whether that will, in fact, ease the formation of majorities in Congress is another question. Because, after all, it does somehow have to get through the Senate, you know.
  • Germany is far, far more exposed. A huge slice of their economy is basically all about internal combustion engines, and so that number includes all of those stocks, for sure.
  • If we saw a huge shock to, say, European equity [exchange-traded funds], which were heavily in German automotive, that’s the sort of trigger that we might be looking at.
  • This is not simply a zero-sum game; this is a structural transformation that has many very attractive properties. There’s loads of excellent jobs that could be created in this kind of transition.There’s no reason why, even by conventional GDP-type metrics, it need even be associated with the kind of feel-bad factor of slow GDP growth. Then [you could] also link it to a revival of social democracy for the United States. From a progressive political point of view, that’s obviously extremely attractive.
  • there’s also a deeper view: that climate change is the situation within which all other politics will happen for the next several generations, at least.
  • ever since the 1990s that’s been the logjam on any serious American commitment.
  • When you look at a third of securities tied up in the carbon economy and the evidence for decoupling GDP growth from carbon emissions maybe not being as strong as we’d like, do you think the change that needs to happen is realistic?
  • Tooze: Realistic? No. I mean, depends what you mean by realism. The scale of the challenge requires a boldness of action for which there is no precedent. That’s the only good purpose that the war analogies serve
  • Meyer: In your piece, you write: “Those in the United States who call for a Green New Deal or a Green Marshall Plan are, if anything, understating the scale of what is needed.”
  • Do you think climate action needs to be larger than, say, the U.S. mobilization for World War II?
  • Tooze: Well, less large in absolute terms. Because even the U.S. was spending almost 40 percent of GDP on World War II. And if you’re the Soviet Union, you’re spending 55 to 60 percent in 1940. We don’t need to do anything like that. It needs to be much bigger than the New Deal, which in fiscal-policy terms was really quite trivial.
  • Crucially, what makes it totally unlike the war is that there’s no happy end. There’s no moment where you win and then everything goes back to the way it was before, but just better. That’s a misunderstanding
  • This isn’t crash dieting; this is a permanent change in lifestyle, and we need to love that and we need to live it and we need to own it and we need to reconcile ourselves to the fact that this is for us and for all subsequent generations of humans.
  • It isn’t just the oil and gas majors, because they wouldn’t get you to 30 percent. Exxon isn’t big enough to get you to that kind of percentage. It’s Exxon, and [the major automakers] Daimler and BMW, and the entire carbon-exposed complex.
  • all the really hard choices need to be made by people like China and India and Pakistan and Bangladesh and Indonesia
  • You don’t have that very much in Germany. There isn’t anyone in Germany saying, “Which bit of mid-20th-century history is this most like?,” mercifully. The one analogy that has popped up in Germany is reunification, which I actually think is quite a good one, because that’s still an ongoing problem
  • in the American case, it would be civil rights and Reconstruction, which isn’t a particularly optimistic comparison to draw. It’s an ongoing problem, it’s a deep historic problem, it only happened once, we still haven’t fixed it, and we’re not at peace.
  • Meyer: There’s a kind of shallow view of climate change: that it is something we need to avert or stop. And that’s somewhat true
  • furthermore—and much more fundamentally than any of those things—this isn’t really about America. I mean, America can be an obstacle and get in the way, but none of the really hard choices needs to be made by Americ
  • like Reconstruction or the civil-rights movement, it needs to be something that people take on like a moral commitment, in the same way they take on genocide prevention as a moral commitment
  • problems that we thought we’d fixed, like the Green Revolution and the feeding of the world population, for instance—totally not obvious that those fixes cope with the next 20 years of what’s ahead of us. The food problem that was such an oppressive issue globally in the 1970s may resurge in an absolutely dramatic way.
  • Meyer: Given all that, if Jerome Powell decided that he wanted to intervene on the side of climate action, what could he do? What could the Fed do?
  • Tooze: What I think the Fed should announce is that it enthusiastically supports the idea of a bipartisan infrastructure push focused on the American electrical network, first and foremost, so that we can actually hook up the renewable-generating capacity—which is now eminently, you know, realistic in economic terms. Setting a backstop to a a fiscal-side-led investment push is the obvious thing.
  • It is indeed a highly appropriate response to an environment of extremely low interest rates, and [former Treasury Secretary] Larry Summers & Co. would argue that it might help, as it were, to suck us out of the state of secular stagnation that we’re in.
  • another avenue to go down—for the Fed to take a role in helping develop a classification of green bonds, of green financing, with a view also to rolling out comprehensive demands for disclosure on the part of American firms, for climate risks to be fully declared on balance sheets, and for due recognition to be given to firms that are in the business of proactively preparing themselves for decarbonization.
  • You could, for instance, declare that the Fed views with disfavor the role of several large American banks in continuing to fund coal investment. Some of the carbon-tracking NGOs have done very good work showing and exposing the way in which some of the largest, the most reputable American banks are still in the business of lending to Big Coal. Banking regulation could be tweaked in a way that would produce a tilt against that.
  • the classic role of the Fed is to support government-issued debt. Insofar as the Green New Deal is a government-issued business, the Fed has just an absolutely historical warrant for supporting fiscal action.
  • with regards to the broader economy, the entire federal-government apparatus essentially stood behind the spread of home ownership in the United States and the promotion of suburbanization through the credit system. And kind of what we need is a Fannie Mae and Freddie Mac for the energy transition.
  • if the question is, Is there historical warrant for the financial agencies of government in the United States biasing the property structure in the economy in a certain way?, the answer is emphatically yes—all the way down to the grotesque role of the New Deal financial apparatus in enshrining the racial segregation of the American urban space, with massive effects from the 1930s onward.
  • The idea of neutrality should not even be allowed in the room in this argument. It’s a question of where we want to be biased. If you look at QE, especially in the U.K. and the EU, it was effectively fossil-biased.
  • monetary policy is not neutral with regards to the environment. There’s no safe space here. The only question is whether you’re going to lead in the right way
  • Meyer: Last question. With any of this, is there a role for interested Americans to play if they are not particularly tied to the financial- or monetary-policy elite?
  • Tooze: Support your congressperson in doing exactly what AOC did in the hearings with Powell a couple of weeks ago
  • [Editor’s Note: Representative Alexandria Ocasio-Cortez asked Powell whether inflation and unemployment are still closely connected, as the Fed has long argued.]
  • Applaud, follow with interest, raise questions. That’s exactly what needs to be happening. The politicization of monetary policy is a fact.
  • If we don’t raise these questions, the de facto politics is, more often than not, conservative and status quo–oriented. So this, like any other area, is one where citizens—whether they’re educated and informed or not—need to wise up, get involved, and follow the arguments and develop positions.
  • So applaud your congresspeople when they do exactly what AOC was doing in that situation. In many ways, I thought it was one of the most hopeful scenes I’ve seen in that kind of hearing in a long time.
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