Critical metals supply: Industry and government just couldn't be that shortsighted, could they?

In 2009 I had an email exchange with a reader in the computer industry in which he contended that the supply of two key metals in the electronics and solar energy industries, gallium and indium, just couldn't be as precarious as I was claiming.

I bring this up because the European Commission put out a white paper earlier this year about the need for a plan to secure adequate supplies of critical metals including gallium and indium. This concern arises, in part, because these metals and several others are central in the manufacture of ubiquitous devices such as cellphones and renewable energy equipment such as solar cells.

In 2009 my reader made the following case which I summarized in a piece I wrote at the time:

He insists that indium simply can't be that scarce because—get this—there is indium in billions of electronic devices including cellphones and computer screens, in fact, in nearly everything that has a flat-screen display associated with it.

This is curious logic. It says that because we are using a resource ubiquitously and at an exponentially increasing rate, it must be plentiful...

I realized later that what this computer professional actually meant was that the corporate and government planners charged with thinking about resource supply issues couldn't possibly have made a colossal blunder which would lead to a catastrophic shortage of key metals in the electronics industry. He presumed, I think, that such an outcome was simply out of the question given the competence and intelligence of the people in his industry.

Low prices batter oil industry (and later the rest of us)

It is a sign of the times that the largest oil company in the world, Saudi Aramco, the state oil company of the Kingdom of Saudi Arabia, must borrow money to pay its shareholder dividend. I have written about the twice-delayed and often troubled initial public offering of the company previously (here and here).

Now it seems that the cash which the company is generating from operations is far less than the dividend payout—which leaves nothing for new drilling to replace reserves and other capital expenditures needed to keep the company going. Hence, the need to borrow.

All of this is due, in part, to low oil prices. And, the Saudis are not the only ones suffering, of course. U.S. producers, mostly those focused on high-cost shale deposits, continue to head toward bankruptcy or merge with other stronger companies. Another part of the equation is heavy debt. Naive investors kept handing over fresh capital, oblivious to the fact that the shale oil and gas industry as a whole has been free cash flow negative for years. That's okay for a few years, but as a long-run strategy it means a company is simply consuming the capital of its investors.

Nature on the ballot and the 'parliament of things'

There were some obvious and even historic ways in which nature was on the ballot this year in the United States:

• Orange County, Florida voters overwhelmingly approved a charter amendment to give rights to two rivers to be free from pollution. By a margin of 89 percent, voters approved "the right to sue corporate polluters in court, without having to show they have been personally harmed, as state law requires." The state legislature's preemption of local jurisdiction regarding rights of nature may not be an obstacle if it is ruled unconstitutional in a case currently before the courts.
• American participation in the Paris Agreement, the climate accord reached by the world's governments in 2015, was also on the ballot indirectly. President Donald Trump withdrew the United States from the agreement. Trump's opponent, Joe Biden, pledged to have the United States rejoin.
• Numerous conservation millages, like this one in Washtenaw County, Michigan, were approved by voters for various conservation projects such as tree planting, protecting habitat and assisting efforts to keep surface and groundwater clean.

What we may not realize is that nature is always on the ballot everywhere. But our awareness of that fact is only now bubbling to the surface of political consciousness. Even those who have no wish to accommodate the supposed needs of nature are actually acknowledging those needs by opposing them—usually by saying that human needs are more important.

But therein lies the contradiction in our thinking. For surely we humans are as much a part of nature and everything we attribute to it. As I've written before, one of tenets of the crumbling system of modernism is that humans are in one category and nature is in another. Now the word "nature" has been much abused and misused. So, we need something else. French thinker Bruno Latour has suggested "parliament of things."

Taking a short break - no post this week

I'm taking a short break this week and expect to post again on Sunday, November 22.

Is Denmark about to export a more dangerous form of COVID-19?

Denmark is famous for its exports of cheese and pork. Less known is the country's role as the world's largest producer of mink skins and therefore, not surprisingly, the "global hub for the fur trade." Unfortunately for the minks and the mink industry, the Danish government has now pledged to kill every mink in Denmark is order to eradicate a mutant strain of COVID-19 carried by mink that is transmissible to humans. That would mean dispatching some 17 million animals in short order.

Why are the Danes so panicked? Because this mutant strain "is not readily stopped by antibodies to the dominant strain of the virus." That could mean that vaccines currently being developed for this dominant strain will be of little or no value in treating people with the mutant strain.

The number of human cases so far is small, 12 cases in workers on one farm.  It is worth remembering that on February 26 this year, President Trump told the public that there were only 15 cases in the United States, that drastic steps to contain the virus such as shutdowns were not yet necessary and that "15 [cases] within a couple of days is going to be down to close to zero." By the end of March, much of the country was in a state of emergency as infections were skyrocketing. And even now, new daily infections in the United States are reaching new records as the long anticipated seasonal uptick in COVID-19 cases arrives.

Ransomware attacks and biodiversity: A possible lesson from nature

As I read about recent ransomware attacks on hospitals, I was reminded of a seemingly unremarkable event years ago when I was still using a computer with the Windows operating system. I was working with a medical doctor turned medical IT specialist. His preferred operating system—though not that of the hospitals he worked for—was the one on his Apple computer. When he loaded files from a flash drive onto his machine in my presence, I asked why he didn't check for viruses first. He had a one-word answer: biodiversity.

He was, of course, using the metaphor of biodiversity to refer to the fact that the vast majority of computer viruses and malware targeted Windows systems at that time, something that is still true today. Very few threats targeted the Apple operating system, and because of its design the system was (and is) more resistant to such attacks.

Every student of biology—which naturally includes doctors and health care workers—ought to be aware of the advantages of biodiversity in natural systems. Biodiversity brings resilience to species and to entire ecosystems. Variations in members of a species make it more likely that some will survive to propagate. Variations across species that inhabit an ecosystem make it more likely that the system will survive as a coherent unit when some, but not all of a particular species die out.

Do you own your own face?

The question of whether you own your own face may not be as clear as you might think. Companies are already buying and selling information worldwide based on facial recognition technology. In January of this year I proposed that the United States adopt a constitutional amendment which would give each person ownership of his or her information including facial likenesses and any other biometric data. Now, some U.S. senators think that those gathering your likeness into their databases should have your permission first to do so.

Those senators are not alone. In September Portland, Oregon passed a sweeping ban on facial recognition technology for both government and businesses. San Francisco, Boston and Oakland have passed bans as well, but only for governmental agencies.

Those supporting such bans have cited racial and gender biases built into the algorithms controlling the technology as a central reason for the ban. Beyond this, a California legislator who led the fight to ban such technology for use in conjunction with police body cameras—including passing recordings through facial recognition software later—found out something even more disturbing. The technology which depends on a variety of algorithms is woefully inaccurate. The legislator and 25 of his colleagues were misidentified as persons listed in a law enforcement database as having criminal records.

Risky business: Cellphone satellite networks endanger asteroid early warning, threaten catastrophic space junk

During the coming decade companies that include Amazon, SpaceX and OneWeb are seeking to launch well over 100,000 satellites to service wireless networks on Earth. Many more satellites may follow after that.

Astronomers are crying foul because the satellites—which have proven to be much more reflective than anticipated—are making it difficult for observatories to survey the night sky. The satellites show up as multiple streaky white lines in long-exposure photography so essential to detecting new objects in the distant reaches of the universe.

Thus have the wonders of wireless communications blinded us to the risks of filling the sky with so many satellites. Were that the extent of the problem, it would be irksome to the world astronomy community but probably not a major concern to the rest of us. Unfortunately, much bigger risks await us as the number of satellites in orbit around planet Earth reaches, well, astronomical proportions.

Taking a short break - no post this week

I'm taking a short break this week and expect to post again on Sunday, October 18.

Scavenger or thief: The line will continue to blur

The role of scavenger in nature is to find that which others have discarded or which no longer has life. Vultures are the best-known example of a species that lives off the dead carcasses of other animals. Many insects act as scavengers as well.

Human scavengers go by many names: junk removal—the junk man often reclaims things of value even as we pay him to take them away—recycling companies, and finally, those who out of economic necessity rummage through trash cans and pick out containers redeemable for a deposit that others leave behind.

In the human world, the more desperate the times, the more scavenging people are likely to do and the less stuff there will be to go around. That's when scavenging may cross the line into theft.