Friday, August 03, 2007

Note to readers

The post below will be my only post in August. I am taking a temporary hiatus from posting new articles until September. I will be in California for much of the time between now and then. From August 4 through August 10 I will be attending the Ecological Society of America annual conference in San Jose where I will spend my first day as a panelist for a workshop entitled "Ecosystems as templates for sustainable communities." If you are a reader and attending the conference, I'd love to meet you. Please look me up. From August 11 through August 16 I will be in Willits, California looking at the Willits Economic Localization (WELL) project firsthand. If you are a reader in the Willits area and involved in this project or other projects relating to sustainability, I would like to speak with you. You can call the WELL office which will be helping me to coordinate meetings with local residents at (707) 459-7076.

Have a pleasant August!

The seductive message of "Who Killed the Electric Car?"

The documentary "Who Killed the Electric Car?" is an excellent murder mystery filled with dislikable corporate and government villains. It also features heroic engineers, salespeople and average citizens as well as a sprinkling of good-looking actors and actresses who play, well, themselves. As I watched the film recently for the first time, I found myself doing something that I don't normally do: cheering for Hollywood celebrities and their cars.

In this case the cars were the slick electric ones produced by General Motors and dubbed EV1. They were marketed in California in the late 1990s in anticipation of having to meet a zero-emissions requirement for a small portion of GM cars sold in the state. For those who don't recall what happened, the auto companies sued California to get the state to rescind the requirement, and they succeeded. The EV1s which had been leased, but never sold, were recalled and literally sent to the crusher despite the valiant efforts of those who leased them including prominent celebrities.

The complex tale of how this all came about is the substance of "Who Killed the Electric Car?", and it is a compelling story of greed and skullduggery. The film is an excellent piece of entertainment and journalism as far as it goes. But the subtext of the documentary is a message that has made the film as popular as it is misleading. The implied message of "Who Killed the Electric Car?", whether intended or not, is that but for the nasty auto and oil company executives and their collaborators in government, we could all just drive off into the future in electric cars while solving energy depletion and global warming. In short, technology will save us if only the corporations will let it.

Having said this, I am a strong advocate of electrifying our transportation system. One of electricity's virtues is that it can come from many different sources, but most importantly from renewable ones such as wind and solar. Another virtue is that we have an existing electrical infrastructure. There would be no need, for example, for expensive new hydrogen filling stations to service new hydrogen-powered cars. But it seems highly doubtful to me that as fossil fuel supplies decline, the world will be able to provide an electric car to everyone who wants one. Electricity, after all, is produced largely by burning coal and natural gas. Even oil is still used to produce electricity in many countries. If governments decide as a matter of policy to encourage the purchase of personal automobiles powered by electricity, the most likely source of that electricity will be coal. Hundreds of millions of electric cars on Chinese and Indian roadways would probably be better than ones powered by petroleum, but not by much when it comes to global warming and air pollution.

In addition, there are costs than cannot be measured in gallons or degrees of global warming. The automobile and its attendant infrastructure have been responsible in large part for the hollowing out of American cities, costly sprawl development, millions of roadway deaths and injuries, and a harried way of life that emphasizes speed above all else.

And therefore, the kind of electrification of transport I favor is the electrification and broad expansion of public transportation. Given the energy constraints we face, only electrified public transportation could provide us with widely available transport using renewably generated electricity. There are, of course, proposals to use wind power in combination with plug-in hybrid cars; but this is only a partial step. The simple truth is that the scale of renewable electric generation required to power private automobiles would be so vast that it seems doubtful it could be built within any timeframe that would meet the near-term challenges of fossil fuel depletion. If we had 30 years, perhaps we could do it. But, increasingly it is looking like we will have very much less time than that.

For those who must use private automobile transportation all or some of the time, owning an all-electric or hybrid vehicle may be a wise choice. But buyers of hybrids especially should know that half of all the energy a car will ever use has already been used by the time you buy it. The energy was used to mine and refine the metals, to extract and refine the petroleum used for the plastics and the rubber, to stamp out the myriad parts, to ship them to an assembly plant, to assemble the car, to ship it to a dealer and to house it at the dealership, all while housing, feeding and providing transportation for all the people who do these things.

The energy and materials required to replace our current fleet of autos with more efficient hybrid or all-electric ones, to build the necessary capacity in wind and solar, and to feed and house all those engaged in this project may not come very easily in the energy-starved world we are about to enter. As Dmitry Podborits explains, "[T]o implement renewable energy solution[s] on such a scale that would make a difference, you need to have an energy-rich economy to begin with. You also need to have a clear focus and understanding of the scope of the problem, as well as the political will and the grass-root support to go through a war-like economic development effort that will strain every economic muscle in such a society." Perhaps we will gain such a focus someday. But, will we gain it while we still have an energy-rich economy?

So my advice is to go see "Who Killed the Electric Car?" if you haven't already. And if you want to, hiss at all the greedy executives and malign government regulators. In retrospect they look more pitiful than sinister as we watch the Japanese automakers run away with the hybrid and soon-to-be plug-in hybrid auto market. Cheer the good celebrities and the common folk who valiantly try to do their part to bring a presumably better technology into American life.

But don't get carried away with the unspoken message that technology will save us. Technology may be one of the many solutions we need to move toward sustainability. But, I find it very doubtful that we will all be able to sit behind the wheel our electric cars and wait for a green techno-utopia to emerge.

Sunday, July 29, 2007

Upside down economics

In his collection of essays entitled Earth In Mind David Orr introduces us to one William Nordhaus, a Yale economist who has been puzzling over the economics of climate change. The question Orr asks is whether Nordhaus is puzzling over the right things and in the right way. Orr is clearly interested in Nordhaus's views because those views very much represent the way most (but certainly not all) economists think about the natural world.

Back in 1990 in a one-line preface to an article by Nordhaus in The Economist entitled Greenhouse Economics: Count Before You Leap, the magazine's editors summarized Nordhaus's overall point as follows: "Careful cost-benefit analysis, not panicky eco-action, is the right answer to the risk of global warming." It's a statement that few would disagree with. Where the disagreement comes is how to tote up the costs and the benefits.

Of special interest are Nordhaus's views concerning which sectors of the economy are likely to be hit hardest by global warming and what effect that will have on society at large. In the 1990 Economist article he wrote:
Studies of the impact of global warming on the United States and other developed regions find that the most vulnerable areas are those dependent on unmanaged ecosystems – on naturally occurring rainfall, run-off and temperatures, and the extremes of these variables. Agriculture, forestry and coastal activities fall into this category.

Most economic activity in industrialized countries, however, depends very little on the climate. Intensive-care units of hospitals, underground mining, science laboratories, communications, heavy manufacturing and microelectronics are among the sectors likely to be unaffected by climatic change.

His views since then seem to have changed little as this excerpt from his new paper (July 24, 2007) on global warming and economic modeling indicates:

Economic studies suggest that those parts of the economy that are insulated from climate, such as air-conditioned houses or most manufacturing operations, will be little affected directly by climatic change over the next century or so.

However, those human and natural systems that are unmanaged, such as rain-fed agriculture, seasonal snow packs and river runoffs, and most natural ecosystems, may be significantly affected. While economic studies in this area are subject to large uncertainties, the best guess in this study is that economic damages from climate change with no interventions will be in the order of 2½ percent of world output per year by the end of the 21st century.

That's actually a significant dent in the world economy, but is it reasonable to believe that the harm to the economy will be limited to this amount if global warming goes unchecked?

Of course, there is just plain uncertainty about the trajectory of global warming. The Intergovernmental Panel on Climate Change provides scenarios which range from 1.8 to 4.0 degrees C of warming by the end of this century. James Lovelock, who believes global warming is now on a path to destroy world civilization, predicts 8 degrees C of warming in temperate regions and 5 degrees in the tropics.

But the question at hand is whether the relatively minor importance which Nordhaus assigns to natural systems is warranted. The answer is probably not quantitative, but conceptual. Orr does an excellent job challenging Nordhaus in the essay mentioned above. Here I only wish to add something visual as a way to think about this problem.

The two charts below (which you can click on to get a better view) use identical data to summarize the sizes of various industries in the U. S. economy as of 2005. (The data for the charts comes from the Bureau of Economic Analysis, U. S. Department of Commerce.) The first chart is a conventional pie chart. Someone viewing it might be forgiven for sharing Nordhaus's conclusion that agriculture and forestry are only minor parts of the economy and therefore even large effects on them due to global warming need not concern us much.


The second chart is how I conceive a properly informed ecological economist might depict the same data. The entire economy stands on the shoulders, as it were, of agriculture, forestry, and mining (especially the extraction of oil, gas, coal and uranium) and on the utilities that deliver the energy mined in usable form.


This method for depicting the economy was suggested to me by two things. First, Liebig's Law of the Minimum states that an organism's growth is limited by the amount of the least available essential nutrient. In the case of world society that nutrient would be food, though many would argue that fossil fuels are the essential nutrient since so much food production depends on the use of fossil fuels and their derivatives including fertilizers and pesticides. Second, a piece by Dmitry Podborits argues that it is nonsense to say that the U. S. economy is less vulnerable to oil supply disruptions today than in 1970s because it produces twice as much GDP per barrel of oil. Instead, Podborits suggests, we are more vulnerable to oil supply disruptions because we have so much more GDP balanced on each barrel of oil. The same argument might be made with respect to agriculture which in the United States in 1930 employed 21.5 percent of the workforce and made up 7.7 percent of GDP. In 2000 the numbers were 1.9 percent of the workforce and 0.7 percent of GDP. We are balancing an ever larger total economy on an agricultural economy that on a relative basis is shrinking. Certainly, we are getting more efficient, but are we becoming more vulnerable?

Of course, the United States could import food if the size of its agricultural sector declined without a corresponding increase in productivity. But such a strategy wouldn't work if every country pursued a conscious policy of shrinking its agriculture or if worldwide food production plunged abruptly because of poor harvests. (My charts might have been more illustrative had I constructed them for the world economy instead of just the U. S. economy; but, I was unable to find any suitable data. In principle, however, the same critique of Nordhaus would be even more applicable with regard to the world economy.)

Now look at the charts again and ask yourself which one more accurately depicts the importance of natural systems to the economy.

Sunday, July 22, 2007

No warranty express or implied

Perhaps opinions on global warming and other critical ecological issues from such environmental savants as Rush Limbaugh, Glenn Beck, Fred Singer, Sean Hannity and the George C. Marshall Institute ought to bear a label explaining that these opinions come with no warranty express or implied. Such a label was suggested to me by a piece in David Orr's collection of essays entitled Earth in Mind.

About Rush Limbaugh Orr writes: "[I]f his view is wrong but acted on nonetheless, the consequences will be serious, and Mr. Limbaugh provides no warranty for buyers of his opinions that subsequently turn out to be defective." To this I would add that we ought to include a list of warnings and contraindications such as those which are now included in television commercials for prescription drugs--which warnings and contraindications usually make you think you'd be far better off not using the drug being advertised.

If such a label were to be included with broadcasts or in the introductions to printed pieces, naive television viewers, radio listeners and readers would be forced to evaluate whether their health and lives and that of their children, grandchildren, and all future spawn ought to be risked on a kind of ecological roulette offered by this group of environmental grandees.

I use the roulette analogy because science can only deal in probabilities. Likewise, their can be no certainty from these apologists for business-as-usual. So we are left with what the preponderance of evidence tells us, and it tells us in no uncertain terms that the vital signs of the Earth are in the danger zone and are moving further into that zone at a high rate of speed.

Of course, in a free society we do not want to impose a warranty or warning label on free speech, but we can respond to free speech that is designed to be intentionally confusing and misleading with clarity and where appropriate, a little ridicule. In this context, I offer (facetiously, in case anybody wasn't sure) the following proposed labeling for all environmental pronouncements including, to be fair and balanced, those that warn of ecological dangers ahead. The statement below might be used for television or radio, but could easily be adapted for written work:

Statement of Warranty

Definitions

"We" and "our" refers to the conglomerated corporate media enterprises that currently maintain a virtual stranglehold on the airwaves. "You" and "your" refers to the hapless viewer or listener who has no control over such media and who relies at his or her peril on the information (or lack of information) provided by said media.

No Warranty Express or Implied

No warranty express or implied is made for any opinions provided to you concerning global warming, resource depletion, species extinction, pollution or any other environmental topic. No refunds, replacements, or compensation will be offered to those killed or injured or who experience loss of property (including household pets) or livelihood (including farming and ranching) as a result of any of the following:
  1. Rising sea levels.

  2. Violent storms.

  3. Food, fuel, mineral or fertilizer shortages.

  4. Water shortages.

  5. Drought.

  6. Deforestation.

  7. Disease resulting from toxic pollution or from the movement of tropical diseases to formerly temperate areas.

  8. Costs associated with loss of eco-services to human or animal populations whether known or unknown at the time of the utterance.

  9. Any other outcomes that can be linked to the diminished habitability of the biosphere.

Warnings
  1. We bear no responsibility for the harm that may come to you or your heirs or assigns or to the biosphere at large even if our hosts or guests denied the existence of any such dangers or stated or implied that such dangers would be inconsequential.

  2. You are advised that our hosts or guests may receive compensation or sponsorship in the form of cash, gifts, free meals at expensive sushi bars and other restaurants, rides on corporate jets, luxury vacations disguised as seminars and fact-finding trips, and speaking fees as well as myriad other items from the fossil fuel, nuclear, automotive, electric utility, chemical and other industries. Some of our guests may also have received lucrative appointments requiring little work from nonprofit organizations supported by the industries above and/or that have a stake in pretending that human activities are neither a threat to the stability of the biosphere nor to the human societies that rely on that stability.

  3. You are further advised that our hosts or guests may have no recognized expertise or if they do have expertise, it is most likely in an area irrelevant to the matters being discussed.

  4. Disjointed, inconsistent, and intentionally deceptive arguments may be used by our hosts or guests and will result in no liability whatsoever for said hosts or guests or for our programs, our producers or staff, our network, or our affiliated stations. Such arguments are designed to make it appear that we are "practicing journalism."

Contraindications

Advice flowing from opinions that downplay present and future ecological dangers for humanity may be contraindicated when:
  1. You have children.

  2. You are planning to have children.

  3. You know any children.

  4. You are a child.

  5. You care about whether some (possibly more modest) form of modern, technical human culture can continue into the future.

Additional warnings

Conversely, if you follow any advice from hosts or guests that in any way helps create a more sustainable world, you are warned that you must take full responsibility for such results as:
  1. An increase in biodiversity.

  2. An increase in soil fertility.

  3. A decrease in toxic pollution.

  4. A decrease greenhouse gases.

  5. A more equitable distribution of wealth.

  6. Stronger local communities.

  7. Any development that leads to greater sustainability that results from your actions.

We cannot take any responsibility for such results though we'd like to if you turn out to be right about the need to move toward sustainability.

Further additional warnings

Neither we, nor our producers or staff, nor our affiliates, nor our parent company, nor the shareholders of our parent company, nor the regulators of our network or our parent company have ever or will ever take responsibility for anything said about the above mentioned environmental topics or any other environmental topic.

Consent to This Statement of Warranty

By viewing or listening to our programs you agree to all the terms of this Statement of Warranty. In the event that you do not agree with this Statement of Warranty, you are advised to turn off your television, radio, Internet connection to our server, or other method of viewing or listening to our programs and seek other outlets for information.

Questions or comments

If you have any questions or comments about this Statement of Warranty, Warnings, Contraindications, Additional Warnings or Further Additional Warnings, fuhgeddaboutit.

Sunday, July 15, 2007

Digesting Lovelock left and right

James Lovelock is about as famous as a scientist can get and still be a serious scientist. He is known most widely for proposing the Gaia Theory which states that the Earth acts as if it were a single organism regulating conditions in ways that are favorable to life. But more recently he has been in the news for two positions that have infuriated environmentalists. He supports nuclear power as a way to address humankind's energy needs without worsening global warming and he opposes wind turbines which he claims are merely an attempt to shore up unsustainable cities at the expense of the countryside.

In his most recent book, The Revenge of Gaia, Lovelock also downplays the chemical contaminants in food and criticizes organic agriculture as unable to feed the world. This comes from the man who invented the electron capture device that made it possible to detect miniscule quantities of pesticides and other pollutants in places like Antarctica. The device thus opened a new chapter in toxicology about the ubiquitousness and persistence of pesticides in the environment.

Lovelock is brilliant, and as an independent scientist he is beholden to no corporation or government. He can't be accused of special pleading on their behalf. His independence and broad view of the planet's workings have made it possible for him to see things that others could not see.

Given the way the news media covers Lovelock and the man's talent for a colorful turn of phrase, it's easy to see how his main message gets obscured. I think this is because his main message is far more disturbing than anything he has said about nuclear energy, wind turbines or pesticides. That message is that we must put Gaia, the great climate and physical system of the Earth which sustains life, first before any other concern. Logically, this makes sense. The well-being of every human on Earth depends on a healthy planet. But surprisingly, this logical necessity is lost on the political classes, both left and right.

How can this be? Aren't those on the left more concerned about the environment? Yes, those on the left are generally more sympathetic to environmental concerns. But, the main agenda on the left is social and economic justice, and this runs head on into Lovelock's dictum that Gaia must be put first before any other concern.

The watchword among those focused on alleviating worldwide poverty is so-called sustainable development. Here I agree with Lovelock. Perhaps when the world had 1 billion people and the ecological footprint of each person was a tiny fraction of what it is now, we could speak of such a thing. But, today the world is full, beyond full. We are in overshoot. This doesn't mean that progressives should abandon their quest for social and economic justice. It means that they will have to pursue it under different circumstances.

The unfortunate truth is that ideologies of both left and right share one crucial assumption: a belief in unlimited economic growth. For the right the fruits of that growth should go to the individual whether due to hard work or inheritance. For the left the fruits of that growth should be redistributed so as to insure at least a minimum of education, health care and nutrition for all.

But as the twin pressures of climate change and energy depletion begin to weigh on world societies, the left will have to come to terms with a possibly shrinking or at least stagnant economy. It has been fairly easy to make the case for redistribution of wealth so long as the wealthy kept getting wealthier. But it will be considerably more difficult to make the case for greater sharing in a world of diminishing prospects. As for the right, its focus on individual achievement within free markets has arguably created considerable vigor in economic life so long as economies were growing, but at the cost of great inequality. However, the hyperindividualism which this focus has spawned will likely only amount to every man or woman for him/herself in a constricted economic environment.

And so, the case for sharing the burdens of a diminished world will need to be made since the only alternative will be intense conflict over declining resources. The results of that approach are already on display in Iraq. Those concerned about building a sustainable world instead of fighting over the scraps of our unsustainable one already know the drill: conservation and efficiency; low-input, small-scale agriculture; public transportation; electrification of transport; relocalization of most economic tasks; alternative energy that is truly renewable and which addresses global warming without displacing critical food crops. The focus must be on increasing the fertility of the soil and reducing the human impact on the ecosystem.

All of this implies that the great concentrations of wealth made possible by a hypercaffeinated, networked world provisioned by colossal extractive technologies will end up dissipating. Wealth, after all, depends on the availability of energy and raw materials. When the energy needed to extract and refine those raw materials declines, so does wealth.

To lead in such a world will require a different kind of thinking. It will require building hope and solidarity around the notions of survival and simplicity. It will mean restoring dignity to manual labor. It will mean re-thinking what we mean by wealth and security. It will mean focusing on reducing population rather than growing it.

This is what flows from putting Gaia first. We can put Gaia first or we can watch it move into a new state that will be inhospitable to human civilization. Despite the scope of changes needed to move toward sustainability, we won't be ending civilization; we will be enabling its continuity.

Lovelock sees himself as a planetary physician who has made a diagnosis and suggested that the patient has a fever so severe that she needs drastic remedies. We must all now become planetary physicians and do our part to apply the necessary remedies.

Friday, July 06, 2007

Napping on the railroad tracks

Napping on the railroad tracks sounds risky on its face. But it may not feel that way if you don't know you're napping on the tracks.

Humans seem programmed to believe that the future will look pretty much like the past. But the narrative of history is the narrative of unexpected events. And, so it is surprising that when it comes to resource depletion, cornucopian thinkers love to refer to history. Daniel Yergin, chairman of Cambridge Energy Research Associates, likes to say, "This is not the first time the world has run out of oil. It is more like the fifth." But even though Yergin admits that oil is a finite resource (and that therefore its total quantity is declining), he invites us to snooze with him on the railroad tracks because history has shown that so far it's been safe to do so.

Yergin's faith (and that of many others) is founded on the forecasts of his own firm and that of the U. S. Energy Information Administration (which takes its data from the U. S. Geological Survey's World Petroleum Assessment). But what drives us to make such forecasts? Even create a whole forecasting industry? In his latest book, The Black Swan: The Impact of the Highly Improbable, Nassim Nicholas Taleb believes that we do so because we are planning animals. This behavior may be a successful evolutionary adaptation. We are able to imagine situations that might risk injury or death rather than simply experiment and see what happens. "Used correctly and in place of more visceral reactions, the ability to project effectively frees us from immediate, first-order natural selection....," he writes.

But, imagining the future is not the same as correctly predicting it. Taleb outlines the problems with forecasts as follows. First, variability matters. Most forecasts don't include an error rate, often indicated as a range of possibilities. In other words, how wide of the mark might a forecast be? (The U. S. EIA forecast is an exception, but it is not clear how the error rate is calculated and whether the data upon which it is based can be justified.) Very often, the "error rate is so large that it is far more significant than the projection itself!" (The EIA doesn't seem to understand this point.) Taleb gives this example: If you knew the place you are flying to is expected to be 70 degrees, you would pack much differently if you also knew that the range was plus or minus 40 degrees rather than plus or minus 5 degrees.

Second, forecasts degrade quickly as the forecast period lengthens. There are so many imponderables including technological developments; individual, corporate and government decisions; and unforeseen events such as wars, revolutions, and economic busts and booms, each essentially unknowable and each compounding upon the others with every passing year. "Our forecast errors have traditionally been enormous, and there may be no reasons for us to believe that we are suddenly in a more privileged position to see into the future compared to our blind predecessors," Taleb writes.

Third, there is often a failure to grasp "the random character of the variables being forecast." Taleb doesn't address resource depletion in his book. But, when it comes to oil supplies, those confidently making optimistic forecasts assume substantial new discoveries. However, discoveries can in no way be determined ahead of time; otherwise, they would be classed as reserves and not discoveries. Future consumption rates for oil depend on the economy which depends on so many individual and collective decisions that one cannot tally them all. And, even if we could, how would we know what numbers to use for 2017 or 2026?

When it comes to technology, it has always seemed to be a one-way street, ever improving. There can be no dispute that technology has put into the hands of human societies great power to learn about the world and to manipulate it. But, even here there have been long stretches of only small, incremental improvements in, for example, our ground transportation system which relies on the same basic internal combustion engine technology first produced more than 100 years ago. There have also been notable failures--no commercially feasible fusion energy and no miracle cures for genetic diseases. Technological development moves unevenly through various sectors, sometimes by fits and starts and sometimes not at all.

All of this implies that we have no way of determining whether we should prefer pessimistic or optimistic forecasts for world oil production. What is more perplexing is that both forecasts depend on certain kinds of extrapolations from the past. The pessimists focus on the peak in world oil discovery back in the 1960s and the optimists point to reserve growth through additions to existing fields and to advancing technology for both exploration and extraction. While the pessimists and optimists emphasize certain data, both accept the historical data, but then draw vastly different conclusions, i.e., an imminent peak in world oil supplies versus a distant peak followed in some cases by a long plateau. When it comes to technology, for example, the pessimists argue that technology has done pretty much all it is going to do for oil recovery while the optimists believe that vast increases in the percentage of the oil recovered from existing and undiscovered reservoirs lie ahead.

Taleb suggests a way to look at the problem as follows: "Even if you agree with a given forecast, you have to worry about the real possibility of significant divergence from it," he writes. How might he apply this to the peak oil issue? He gives us a pretty clear idea. "[I]t is the lower bound of estimates (i.e., the worst case) that matters when engaging in a policy--the worst case is far more consequential than the forecast itself. This is particularly true if the bad scenario is not acceptable."

While it's possible that Daniel Yergin and other cornucopians may continue to nap on the railroad tracks without any harm for many years to come, it is faulty logic that leads them to believe that there is very little risk in doing so. And, because of their influence, they are doing a great disservice to society by pretending that their oracular pronouncements are somehow based on something other than conjecture. (Such an admission might cut into demand for their forecasts, but it would be better for policymakers and society as a whole if they admit to uncertainty.)

On the other side of the argument, the pessimists would be wise to attach wide error bars to their forecasts as well. They can do this without abandoning their basic premise, namely, that preparing for a decline in oil supplies will be a monumental task that is better begun early rather than late precisely because we cannot predict when the decline will begin. Moreover, the use of generous error bars will have the added benefit of removing the "Chicken Little" aura which now surrounds so many peak oil theorists.

Taleb has strong words for the unctuous forecaster who won't admit the uncertainty in his or her work:
Anyone who causes harm by forecasting should be treated as either a fool or a liar. Some forecasters cause more damage to society than criminals. Please, don't drive the school bus blindfolded.

Sunday, July 01, 2007

Deceptive landscape

I have taken to walking for exercise in a nearby neighborhood populated primarily by well-heeled professionals. There is very little car traffic (which makes up for the lack of sidewalks), and the area is both unusually quiet and aesthetically pleasing. Nearly all the houses have well-kept gardens with a variety of ornamental plants and flowers punctuated by properly-trimmed shrubs. Still, none of this exhibits the obsessiveness associated with grounds surrounding the homes of the super rich that are meant to repel outsiders by telling them that they don't belong there. Instead, this neighborhood displays an orderliness that is both comfortable and reassuring.

But my pleasant walk through these leafy streetscapes is deceptive. For all its orderliness this neighborhood generates enormous entropy that is hidden from the viewer's eyes. This has implications for our political life because these are the kinds of neighborhoods across the United States from which communities draw their leaders and in which turnout is heaviest during election time.

Even for those familiar with the environmental depredations wrought by this way of life, it is difficult to point to anything troubling in this neighborhood that is directly visible except perhaps the belching gas-powered lawn mower which disturbs the air with its thick exhaust. Even the Tru Green/Chemlawn truck applies its poison and fertilizer with little fanfare, leaving behind only mildly distressing miniature green and white signs that say children and pets should stay away, but only for the day. The tap...tap...tap and constant hiss of sprinklers dousing lawns produce a soothing cadence in the otherwise quiet air, signaling the delivery of a refreshing drink to living things groaning in the summer heat. (Of course, intellectually, I know that all this irrigation is a colossal waste of fresh water and of the energy to purify and pump it.)

The explanation for why this way of life creates enormous entropy and thus environmental damage is alas abstract on the one hand--global warming due to fossil fuel combustion used to create electricity is a fairly complex chain--or relatively hidden on the other--unseen oil and natural gas wells and petrochemical refineries that provide the basis for many of the chemical inputs used by the average American gardener or lawn enthusiast.

So, if the daily experience of the leaders who live in such neighborhoods is one of order and pleasant surroundings, how can we expect them to champion change? What immediate and visible incentive do they have, short of some personal philanthropic tendencies, to confront the major environmental and resource depletion problems of the day?

This is a classic problem of lag times. When it comes to climate change, for example, the rise in temperatures we are experiencing now has its origins in greenhouse gases emitted more than a generation ago. And, the feedback that would tell us how we are doing today will not arrive for another 30 years. Likewise, the deprivations that resource depletion might bring to a neighborhood like the one I describe above will not come there first. They will be felt first by the world's marginal populations; and, those deprivations will at most be experienced by Americans remotely in the form of television appeals for humanitarian aid. Americans will make few connections between the desperation they see on the television screen and the rising prices at home for basic goods. In fact, something like this is already happening when it comes to petroleum products, metals and food. But there are no shortages here--yet!

The human mind is primarily inclined to think in concrete terms. Abstract thinking is largely an acquired talent which needs constant practice in order not to atrophy. And, yet it is abstract thinking which is required to address the perplexing, systemic challenges we face. You might be able to reduce your own carbon footprint; but the carbon footprint of humanity is not going to be reduced without determined collective effort. And, that will require complex abstract thinking.

One step toward that way of thinking may be to see through the deceptive landscape of any relatively prosperous American neighborhood. Only when we can uncover the hidden and often abstract evidence of the damage our way of life is doing to the biosphere will a genuine public inquiry into our ecological fate be possible.

Sunday, June 24, 2007

The difference between hypocrisy and unilateral disarmament

A charge of hypocrisy always carries with it the Biblical echo of Matthew 23 and thus seems like a weighty and serious condemnation coming directly from God. That is why it is a favorite among those who have lost an argument on its merits and who must now resort to ad hominem attacks.

Such was the case with attacks on Al Gore's personal energy use earlier this year which, in some instances, found their way into major media including USA Today. Gore has responded to some of the attacks, and I'll let you judge his effectiveness.

But it is undeniable that we would not even be discussing Al Gore's energy use today had he not crisscrossed the globe in jet aircraft to make his global warming slideshow presentation more than 2000 times. Nearly everyone now alive is enmeshed in systems that rely heavily on fossil fuels. Even simple household tasks such as cooking and mowing the lawn use fossil fuels. Even if you have a push lawn mower, fossil fuels were used to make it and ship it. Gore's point, of course, is that we have to change the system so that it doesn't run on fuels that release carbon dioxide into the atmosphere. Naturally, it would be very hard for him to advocate for such a change while living in a lean-to in the forest. And so, Gore uses the tools available to hydrocarbon man: air travel, slideshows, microphones, television and radio appearances, the Internet, and now, his film, An Inconvenient Truth.

I've never met Al Gore, but I do know many people who are trying to inform the public about the twin dangers of global warming and peak oil. Most of them think carefully about the energy they use in trying to get the message out. And, most do a balancing test that amounts to this: Does the good I'm trying to do exceed the damage I must do, say, through travel? It's not an easy judgement to make. There is no simple equation into which to plug a set of appropriate numbers. I know at least one prominent person in the peak oil movement who says he can no longer justify attending overseas conferences because of the energy used and the greenhouse gases emitted.

And yet, to forego travel and modern methods of communication altogether would be to engage in unilateral disarmament. And, isn't that what the global warming and peak oil deniers really want?

The truth is that all of us are hypocrites. None of us measures up to our own ideals unless we have set our standards so low that they don't deserve the name ideals. And, yet our ideals point the way even as we stumble toward them.

Meanwhile, the propagandists, pundits, and so-called scholars aligned with the fossil fuel industry jet about freely with their cellphones and BlackBerries in hand as they burn untold quantities of fossil fuel while spreading their disinformation. Since they've lost the scientific argument about global warming, they now turn to the savagery of personal attacks. (The peak oil debate doesn't yet have the traction of the global warming issue. But we can look forward to a similar dynamic when peak oil reaches the same level of public awareness.)

These deniers often tell us how they can respect a principled person with whom they disagree; but the one thing they can't abide is a hypocrite. Naturally, because the deniers don't believe we have a problem with global warming or fossil fuel supplies, they are free to go on gorging themselves on fossil fuels without any feelings of shame. (By that logic, it seems, they could kill people they don't like without shame as long as they believe it to be consistent with their principles.)

How convenient, then, to deny the inconvenient truths that get in the way of one's personal desires and narrow self-interest! Apparently for the deniers, all it takes to live a blameless life is to cultivate a certain state of mind that makes virtues out of all one's vices.

Sunday, June 17, 2007

See you next week

I have just returned from a week out of the country and have only started to catch up. I expect to post again Sunday, June 24.

Sunday, June 10, 2007

The official story: A lesson in how to undermine it

It is now the official story in the United States that there is plenty of energy to be had in the world; it's just that energy that comes in the form of petroleum is mostly in the wrong hands, namely, OPEC-member regimes that hate us. So, now the quest is for an ever-elusive energy independence that currently involves massive subsidies to ethanol makers, soon-to-be-massive subsidies to would-be coal-to-liquids makers, imports of oil made from Canadian tar sands, oil shale, new nuclear power plants, liquified natural gas imports, and offshore drilling. There are also preposterous, but widely believed claims about the possibility of a hydrogen economy. (For a brief and intelligent explanation about why it is very unlikely to happen, read this.) The energy independence story appeals to a deeply held belief in American life: Good old American ingenuity can solve any problem.

For those concerned about world peak oil production (and peak natural gas and coal, for that matter), none of the above responses seem adequate or, in some cases, entirely ethical, especially with regard to environmental effects such as global warming. The problems with such responses have been detailed again and again on the web, in specialized publications, and in many places in the mainstream media. If this is the case, how come the peak oil story and the many warnings about such responses to our energy challenges aren't center stage in the American consciousness? There are plenty of reasons, but I propose to discuss what I think is a critical one: The peak oil movement has been focused mainly on selling a new narrative to the public without first dislodging the existing one. As long as people have faith in the existing official story about achieving American "energy independence" within the framework of a cornucopian future, it will be almost impossible to sell them on another story no matter how carefully constructed and supported.

Let me dwell for a few moments on the astonishing success of the so-called 911 truth movement. In discussing its success, I make no claims whatsoever about the validity of the movement's conclusions. I am simply interested here in understanding why it has succeeded in convincing more than one third of Americans that "federal officials assisted in the 9/11 terrorist attacks or took no action to stop them so the United States could go to war in the Middle East." In addition, 16 percent of those surveyed said that "it's 'very likely' or 'somewhat likely' that 'the collapse of the twin towers in New York was aided by explosives secretly planted in the two buildings.'" (Imagine, for a moment, where the peak oil movement would be if a third of all Americans felt that world peak oil production was, say, likely to happen within the next decade and likely to have very serious consequences.)

Given that very few of the 911 truth movement's contentions have been widely reported by mainstream sources--and when they are they are usually ridiculed--how can we account for this success? I don't believe all of it can be attributed to the power of the Internet. The peak oil movement also has a wide-ranging and intelligent Internet presence, but has not broken through in a similar way. I think we can account for the 911 truth movement's success by looking at the focus of its campaign.

That focus surprisingly has not been on replacing the official 911 story as exemplified by the 911 Commission Report, but rather on discrediting it. The strategy has been to raise as many questions as possible about the official version of events. In fact, alternative theories of the 911 attack range from careless neglect by the Bush Administration of warnings about possible terrorist threats all the way to active participation at the highest levels of the U. S. government in planning the attacks. No single narrative has been widely adopted by those who disbelieve the official story. What this shows is that a coherent alternative narrative is not needed in order to discredit an official account. All one needs is a relentless attack on the credibility of the official story.

By contrast, those in the peak oil movement generally start a conversation about oil depletion with an attempt to explain Hubbert's Peak. It is a laudable impulse to want to educate people with all the facts. But it is not necessarily the most efficient way to sway a mass audience. Keep in mind that many of those proposing the solutions outlined in the first paragraph of this piece do not dispute peak oil theory. When confronted with the Hubbert Curve, they will quite confidently respond, "Yeah, we know all about peak oil. And, the solutions are already being perfected: biofuels, coal-to-liquids, tar sands, oil shale, offshore drilling, imported LNG, electrically powered transport from new nuclear power and so on." The challenge isn't to convince people that we have a problem with oil. People know we have a problem with oil. The challenge is to convince them that we don't have the solutions, at least not ones that will allow us to go on living the way we are now.

Fortunately, the peak oil movement has a mountain of evidence with which to discredit the official story. Less fortunately, there is no single official government panel or report to focus on. About the closest thing we have in that regard is the U. S. Energy Information Administration reference case for peak oil which projects its occurrence in 2037. But, in reality, the official story is a disparate set of assumptions drawn from many areas including 1) the American historical experience (for example, winning World War II and resuming business as usual after the oil shocks of the 1970s); 2) the cornucopian ideological backlash led by people such as Julian Simon; 3) the relentless infiltration of neoclassical economics into popular discourse, particularly notions of substitutability; 4) continuing technological progress in many highly visible areas such as medicine and electronics; 5) the combination of the Gulf War, Iraq War and the 911 attacks which have brought into focus American dependence on oil imports; 6) the highly publicized boom in biofuels; and 7) the heavily hyped promise of hydrogen cars.

This makes it more difficult, but not impossible, to mount a campaign to discredit bogus solutions for addressing energy depletion. However, it is not necessary to demolish every single argument supporting a seamless transition to a cornucopian future. It is only necessary to begin by calling into question some of those arguments in order to start the process of undermining the official story. Questions lead to more questions which lead to openness to an alternative narrative about the future of society and the planet.

Again, fortunately, the peak oil movement does have a coherent alternative narrative about the direction society should go, and that narrative is complete with action plans. That narrative generally includes emphasis on efficiency; conservation; relocalization of nearly every aspect of our lives; genuinely sustainable energy sources such as wind and solar; public transportation; compact development; redevelopment of cities; small-scale, low-input agriculture; and many other specifics. Entire communities are moving ahead to implement these ideas in places such as Willits, California and Kinsale, Ireland.

By contrast the 911 truth movement does not appear to offer a coherent narrative or plan of action. Perhaps individual members of the movement are working to impeach President Bush or to encourage more official investigations or to create political change through elections. But, there appears to be neither a guiding template for action nor a clear description of what the world would look like if it were run the way those in the 911 truth movement would like it to be run.

I count it a huge plus that the peak oil movement has been able to outline a vision of a sustainable future and even more, begun to implement it. But my years doing advertising and public relations work tell me that the movement could do a lot better in advancing its cause. One of the unfortunate rules of thumb of the public relations business is this: If you're explaining, you're losing. Those in the peak oil movement are all too happy to provide endlessly detailed explanations about peak oil and responses to it. Kudos to those who have informed themselves so well and are good at articulating their knowledge.

But before most people will be able to hear the peak oil movement's narrative, they will have to develop doubts about the official story. Naturally, the peak oil movement will get some help from events. Recent high gasoline prices have caused people to seek explanations. But we cannot wait for events to do the work for us. As most of those familiar with peak oil already know, by the time peak arrives (and let's hope that those who think it already has are wrong), it will be too late to avoid very unpleasant consequences.

So, my suggestion is to focus on questioning the current official narrative of technological advancement, alternative fuels and new sources of oil that will supposedly lead to a seamless energy transition. It may somehow seem not quite right to tailor one's approach to fit a public that is confused by detailed explanations and often even suspicious of them. But my experience tells me that the peak oil movement will make much faster progress if it puts more emphasis on questioning those spouting the official story, thereby forcing them to come up with the detailed explanations. Those explanations will only reveal more flaws in their arguments which can lead to further questions. Such explanations will fatigue the public which has a short attention span and is inclined to put more emphasis on the questions than the answers. Pursuing this strategy means, of necessity, being ready with plenty of disquieting follow-up questions.

Once a large enough portion of the public begins to question the official narrative, I am confident that the peak oil movement will be able to present an alternative narrative that is clear, coherent, and principled enough to be accepted. But until the tipping point arrives, I think the entire movement would be well served by focusing a larger portion of its effort on propagating questions about the official story. To that end, I list 10 questions below that I think may be useful for this purpose, and I invite readers to list many more in the comments.

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10 questions to challenge the official story
  1. How do you explain the sudden 50 to 100 percent gains in the oil reserves of many OPEC countries in the mid-1980s?

  2. How do we know the oil reserves claimed by many OPEC countries--over 60 percent of the world's reserves--are even there since those countries won't allow an independent audit?

  3. How many coal-to-liquids plants are there in the world today? Why so few?

  4. How many commercial oil shale plants are now producing oil in the world today? How many are planned?

  5. Does anybody know how much uranium is available using current technology and extraction techniques? If there are figures, who compiles them and how can we be sure they are reliable?

  6. Why have past oil price predictions by major forecasters including the U. S. government turned out to be so wrong? If they missed developments such as the tremendous growth in oil demand in China and India, isn't it possible that current optimistic forecasts by some forecasters about greater oil supply and lower prices in the future could be wrong?

  7. The United States now expends 1 unit of energy to get 39 units to run the non-energy economy. Can you explain how our society will function if we move to biofuels such as corn ethanol that would require us to expend at least 15 units of energy for every 9 delivered to the non-energy economy? (This assumes, of course, that we accept the U. S. Department of Energy's very generous estimate that corn ethanol has an energy profit ratio of 1.6 to 1. Lowering it to 1.2 to would mean we'd need 45 units of energy for every 9 delivered to the non-energy economy. Some researchers such as David Pimentel say the energy profit ratio is less than 1, making ethanol an energy sink.)

  8. If we have to use other energy sources to extract hydrogen to fuel a hydrogen economy, why not just use those other energy sources directly? Wouldn't that be more efficient?

  9. Even if world peak oil production is many years away, why wouldn't it be a good idea to start getting ready now? (This question is often useful if paired with question 10.)

  10. Haven't you heard of the Hirsch Report commissioned by the U. S. Department of Energy which calls for a crash program to get ready for peak oil?

Please note that in posing these questions I am not trying to be internally consistent; that is, I'm not trying to make a case for a coherent alternative path. I am merely trying to get people to ask questions about the official story so as to open them up to an alternative narrative. I look forward to readers' suggestions for additional questions.