Migrant caravan: Foreshadowing the future and reflecting the present

The march of hundreds of Central American migrants through Mexico has inflamed tensions between the Trump administration and the Mexican government and focused attention on the United States' southern border.

The ostensible reasons for the march are familiar: The migrants were fleeing corruption, social and political turmoil, and lack of opportunity in their home countries. Many were from Honduras which suffered a coup in 2009 that continues to divide the country politically including during the last election in which supporters of the challenger to the incumbent president claim their candidate was cheated out of a win.

All of this reminded me of Jean Raspail's novel The Camp of the Saints. In it, impoverished Indians seized hundreds of ships docked in their harbors and set sail to find a better place to live. (The book was published in 1973 when many believed that millions of Indians and other Asians would likely starve in the coming decades due to poor agricultural yields. The full effects of the so-called Green Revolution still lay ahead.)

Silent spring revisited: New worries and the human future

A precipitous decline in bird populations in France suggests that the silent spring foretold by Rachel Carson more than 50 years ago in her book of that name may yet arrive. The proximate cause of the 33 percent decline in avian populations noted by French researchers over the last 15 years is lack of food.

In practical terms, the birds are not being poisoned as they were in Rachel Carson's day. Rather, their main sources of food, insects, are dropping like, well, flies. The ultimate cause is overuse of pesticides related mostly to agriculture, pesticides which are working all too well in keeping insect populations in check.

Described as "an ecological catastrophe," the decline in bird populations has reached 66 and 70 percent for some species; and the decline is not just in agricultural areas, but also in forested areas outside of agricultural zones.

The findings are not that surprising given previous reports of declines in insect populations of up to 76 percent over that last 27 years in Germany.

Driverless cars and bodiless brains

The death of a pedestrian during a test drive of a driverless vehicle (even as a backup human sat in the driver's seat) calls into question not just the technology—which didn't seem to detect the pedestrian crossing a busy roadway and therefore didn't brake or swerve—but also the notion that driving is nothing more than a set of instructions that can be carried out by a machine.

The surprised backup driver seemed to have confidence in the inventors of driverless cars as he was looking down at his computer briefly just before impact.

Certainly, a real human driver might have hit this pedestrian who was crossing a busy street at night with her bicycle. But, of course, as a friend of mine pointed out, there is a big difference in the public mind between a human driver hitting and killing a pedestrian and a robot killing one. If the incident had involved a human driver in a regular car, it would probably only have been reported locally.

But the real story is "robot kills human." Even worse, it happened as a seemingly helpless human backup driver looked on. The optics are the absolute worst imaginable for the driverless car industry.

The troubling realities of our energy transition

I recently asked a group gathered to hear me speak what percentage of the world's energy is provided by these six renewable sources: solar, wind, geothermal, wave, tidal, and ocean energy.

Then came the guesses: To my left, 25 percent; straight ahead, 30 percent; on my right, 20 percent and 15 percent; a pessimist sitting to the far right, 7 percent.

The group was astonished when I related the actual figure: 1.5 percent. The figure comes from the Paris-based International Energy Agency, a consortium of 30 countries that monitors energy developments worldwide. The audience that evening had been under the gravely mistaken impression that human society was much further along in its transition to renewable energy. Even the pessimist in the audience was off by more than a factor of four.

I hadn't included hydroelectricity in my list, I told the group, which would add another 2.5 percent to the renewable energy category. But hydro, I explained, would be growing only very slowly since most of the world's best dam sites have been taken.

Taking a short break - No post this week

I'm taking a short break from posting this week. I expect to post again on Sunday, March 18.

United States as energy exporter: Is it "fake news"?

Much of the media coverage of the American energy industry implies that America has become a vast and growing exporter of energy to the rest of the world and that this has created a sort of "energy dominance" for the country on the world stage.

Whether such reports qualify as so-called "fake news" depends very much on three things: 1) How one defines "fake news," 2) whether writers of such reports qualify the words "imports" and "exports" with the word "net" and 3) which energy sources they are discussing.

In this case let's define "fake news" as claims that official, publicly available statistics show plainly to be false. By that criterion anyone who claims that the United States is a net energy exporter would certainly be guilty of propagating "fake news."

Energy statistics from the U.S. Energy Information Administration (EIA) show that in November 2017 (the most recent month for which figures are available) the United States had net imports 329.5 trillion BTUs of energy in all its forms.* That's down from a peak of 2.74 quadrillion BTUs in August 2006, something that is certainly a turnabout from the previous trend. But all claims that the United States is a net energy exporter must be labeled as unequivocally false.

It turns out, however, that most people making misleading claims about America's energy situation don't actually say or write things which are technically false. What they do is use language which intentionally or unintentionally misleads the reader or listener.

Climate change: The feel-good catastrophe

Last week my newly adopted home of Washington, D.C. had two back-to-back days of summer in the middle of winter. The first day the temperature reached 78 degrees (when the high is normally 48 degrees). That was a new record. The next day the high was 82 degrees (normally 49 degrees). Not surprisingly, that was a record, too.

People were walking the streets in T-shirts and shorts. Last week's balmy interlude felt like those late spring days which provide a preview of the summer ahead. Everyone was telling me I had to get outside so I could to take advantage of such great weather—which I did.

But the long walk I took on day one was not a particularly happy one. As most of the rest of the Washingtonians I encountered were experiencing the feel-good part of the feel-good catastrophe called climate change, I was experiencing the catastrophe part.

LNG comes to Boston, a harbinger of the future?

The most curious natural gas story of the year so far comes out of Boston and seems to have echoes of a deepening Russia-related scandal in Washington. A liquefied natural gas (LNG) tanker bearing natural gas produced in part in Russia delivered its cargo to the Boston area for insertion into the natural gas pipeline system there. Apparently, the Russian company that supplied some of the gas may fall under U.S. sanctions against the financing and importation of Russian goods.

One of the many ironies of the delivery is that the United States is simultaneously importing LNG in one place even as it exports LNG from another. (I'll explain later why this may become a more frequent occurrence in the years ahead.)

The hue and cry from the natural gas partisans blamed Boston's predicament on the lack of pipelines to carry growing gas production from the nearby Marcellus and Utica shale deposits to needy Bostonians whose gas supplies had been depleted by a deep winter freeze.

The stock market swoon and our hatred of (some kinds of) volatility

The steepest one-day point drop in the history of the Dow Jones Industrial Average last week shook stock investors into an awareness that all is not sweetness and light in the financial markets. The sudden downside stock market volatility had been preceded by the breathless upside volatility of a months-long melt-up—one that had financial gurus outbidding each other to increase their targets for major stock indices. (See here and here.) Investors, too, felt that heaven had arrived on Earth, at least financial heaven.

After years of steady gains—with only the occasional drop—stock and bond market investors had gotten used to narrow swings in price that didn't disturb their sleep. In fact, whenever the stock (or bond market) looked like it might crash, the world's central banks offered reassurance both in words and deeds. The deeds included unprecedented buying of bonds (which kept interest rates low) and in some cases the purchase of stocks. The Bank of Japan and Swiss National Bank are two central banks which buoyed stocks through purchases though they bought stocks for different reasons.

Ruin is forever (revisited): Why your death isn't as bad as that of all humankind

It should be obvious that the death of an individual human being isn't as bad as the death of all humankind. But that's only true if you accept the following premise laid out by Nassim Nicholas Taleb in his upcoming book, Skin in the Game:

I have a finite shelf life; humanity should have an infinite duration. Or I am renewable, not humanity or the ecosystem.

The quotation actually comes from a draft version of one chapter available here. The book is not yet out.

But what does this mean in practical terms? The simple answer is that human societies should not engage in activities which risk destroying all of humanity. Nuclear war comes to mind. And, most, if not all, people recognize that a nuclear war would not only result in unthinkably large immediate casualties, but also might threaten all life on Earth with a years-long nuclear winter.