Showing posts with label Technology. Show all posts
Showing posts with label Technology. Show all posts

03 September 2026

Fossil Fuels And The Bulk Freight Market (And More)

Executive Summary

Fossil fuels account for 40% of ocean freight, 51% of train freight, and 56% of barge freight. 

New technologies in renewable energy, nuclear energy, electric vehicles, batteries, and heat pumps, could dramatically reduce the importance of fossil fuels in the global economy, eliminating the need for this bulk freight. 

This shift away from fossil fuels would also greatly reduce pollution, slow or stop climate change, improve workplace and transportation safety, strengthen democracy in the world's most authoritarian states and far-right domestic politics, and reduce economic vulnerability and military logistics vulnerability to unrest and military activity in countries that produce oil and gas.

How Are Fossil Fuels Used? What Substitutes Are Available?

The predominant use of coal is to generate electricity and its market share of electricity generation is plummeting, mostly to renewables like solar power and wind power, and to a lesser extent to tidal, geothermal, hydropower, and biofuels like corn based ethanol and biodiesel made mostly from restaurant waste fats. Nuclear power provides a significant share of non-fossil fuel electricity and has been pretty stagnant, neither growing nor shrinking in market share much for decades, although new advances are poised to tweak up nuclear power use in some niche applications. A very small share of coal is used for making steel, for purifying water, and in other industrial applications. Coal can also be industrially transformed into a liquid petroleum fuel substitute or a natural gas substitute when oil and gas prices are high enough for this to make economic sense, which is rarely and too briefly to justify building the infrastructure to do it.

The increasing affordability of renewables combined with environmental regulation are making coal obsolete for electrical power generation which is its predominant use.

The predominant use of oil is as a transportation fuel and its market share of vehicle fuel types is also steadily losing ground to electric vehicles (and to a tiny extent, other non-fossil fuel powered transportation modes). 

Oil is used for electricity generation in Alaska, in Hawaii (which has fairly low per capita electricity demand), during disasters and at construction sites, for heating oils (mostly in the Northeast U.S.), for fertilizers, for lubricants, and to make plastics. But all of these non-transportation fuel uses collectively are a much smaller share of oil consumption than as transportation fuels. 

There are good alternatives to oil to generate electricity in Alaska and Hawaii. Better batteries can limit the need to fossil fuel electricity generation in natural  disasters, in remote locations, and at construction sites. Organic farming and eliminate the need for petroleum based fertilizers (and pesticides). Non-plastic materials can be substituted for plastics in many cases. Heating oils can be replaced by natural gas furnaces or heat pumps (which are powered by electricity).

Natural gas (and other gas state hydrocarbons like propane) is predominantly used for space heating and water heating and as a greener alternative for generating electricity on demand at power plants compared to coal or oil. But very small shares of natural gas use are also used for cooking, ornamental lighting, and as a niche transportation fuel (especially for United Parcel Service trucks, and to a lesser extent, other fleet vehicles). Electrically powered heat pumps, electrically powered evaporative coolers, electric cooking appliances, electric water heaters, and electric vehicles are the main alternatives to direct natural gas use, and renewables (paired with utility scale batteries) and nuclear power are the main alternatives to natural gas for electricity generation.

Fossil Fuels And The Bulk Freight Market
 

The 40% breaks down as roughy 7-8% of total global ocean-going deadweight tonnage and vessel count (there are about 770 active LNG carriers in the world, which are specialized ships necessary to carry liquid natural gas) and about 32%-33% of total global ocean-going deadweight tonnage for coal and oil.[1] Natural gas is primarily transported on intra-continental pipelines, however, with some last mile transportation by truck, rather than by ships, trains or barges.

The numbers are similar for freight transported by freight train (51% of train freight is coal and oil) and over rivers and lakes by barges (56% of barge freight is coal and oil).

As of December 2009: "About 49% of rail freight is coal and another 2% is oil. About 10% consists of grain and grain products. Wood and paper account for 4%. About 10% of loads are non-petroleum chemicals. Stones, gravel, sand, clay and glass account for about 10% Most of the rest (13%) consists of other food products, metals and metal products, motor vehicles, waste and scrap materials."

As of September 2024: "In 2007, coal was the primary commodity moved by barge, accounting for 29% of all tonnages. Petroleum was the second largest commodity group in 2007, accounting for 27% of all tonnages. Crude materials, such as forest products, sand, gravel, ores, scrap, and salt, were the third largest commodity group in 2007, accounting for 18% of all tonnages. Food and farm products were the fourth largest commodity group in 2007, accounting for 12% of all tonnages."

Oil and gas firms accounted for 13.3% of U.S. capital expenditures in 2015, but only about 0.13% of U.S. employment (about 180,000 people); while in the same year the coal industry accounted for 0.16% of U.S. capital expenditures and 0.05% of U.S. employment (about 68,000 people) (and the coal industry has significantly contracted by more than 20% since 2015). By comparison, the retail trade industry accounts for 5.2% of U.S. capital expenditures in 2015 but 11.3% of U.S. employment. Wal-Mart alone employs about six times as many people as the entire oil and gas and coal industries combined. The U.S. oil and gas industry is important to Wall Street, but accounts for less than one in 500 U.S. jobs.

Fossil Fuels and Democracy

The share of an economy that comes from oil, gas, and coal is a good indicator of how authoritarian and far-right wing its politics are likely to be. The absence of production of these fuels in an economy, or reduced reliance of fossil fuel production, favors more democratic and more liberal government.

All of the world's remaining absolute monarchies (as opposed to merely symbolic constitutional monarchies) are in economies dominated by oil and gas revenues. Just one of the 36 countries with oil revenues as more than 2% or more of GDP has a healthy democracy (the outlier is Norway at #28 with 4.8% of its GDP from oil revenues is Norway). Norway's relatively healthy non-fossil fuel economy and democracy is in part due to the fact that it developed its oil and gas resources (mostly in the North Sea) fairly late in the history of these industries.

Among U.S. states ranked by fossil fuel production per capita, the only blue state in the top 8, is New Mexico (where it is 21% of GDP and which at #4 has all sorts of demographic and economic characteristics typical of red states, but votes blue because New Mexico has large Hispanic and Native American populations who are not welcome in the Republican party). Purple Pennsylvania at #9 and Colorado at #10 (each at about 5-6% of per capita GDP) are the only other blue states in the top 18 by fossil fuel production per capita. California at #19 has only $323 per capital of fossil fuel production (about 0.5% of per  capita GDP) and 17 states have no appreciable fossil fuel production per capita.


Environmental and Climate Harm

Coal and oil are probably the biggest drivers of air pollution and global climate change. They are also responsible for the workplace and transportation accidents associated with their extraction, delivery, and use. They are a very significant source of water pollution (including ground water pollution) and a major source of toxic and radioactive waste (coal has somewhat more than trace levels of radioactive elements in it). And, the extraction process destroys otherwise pristine open space and agricultural land, with coal being particularly damaging.

National Military and Economic Security

Reliance on fossil fuels, especially oil in the U.S., and both oil and natural gas in Europe, is also a major national security and economic stability risk, that subjecting economies that consume them to supply interruptions and risks caused by global military unrest associated with the authoritarian regimes that oil production based economies are so prone to be (e.g. unrest in the Middle East, Venezuela, Nigeria, and Russia). 

The Ukraine War has illustrated how vulnerable Russia has been to attacks on its oil and gas industry, which is not easy to defend, how dependent modern militaries are logistically on oil, and how dependent Europe and other world economies are on Russian oil and gas.

Reduced reliance of ocean shipping of fossil fuels also makes naval warfare and military control of seaways at choke points like the Red Sea, the Strait of Hormuz and the Persian Gulf, the Bight of Benin, the Panama Canal, the Strait of Malacca, the Bosporus Strait, the Strait of Gibraltar, and the Baltic Sea much less important and much less tempting for states that want to flex their military power and pirates.

References

[1] According to the U.S. Energy Information Administration (EIA) in an entry about Liquefied natural gas made on June 21, 2024, and a report by Fortune Business Insights, Report ID: FBI103940 updated August 17, 2026 entitled "LNG Bunkering Market Size, Share & Industry Analysis, By End-User (Tanker Fleet, Bulk and General Cargo, Offshore Support Vessels and Ferries, Other) and regional Forecast, 2026-2034.

29 July 2026

U.S. Energy Efficiency Over Time

Progress is a real thing.

 

21st Century Life Skills

Basic life skills that every middle class adult is expected to know in the 21st century in the United States:

1. How to type well and reasonably quickly.

2. Moderate proficiency with Microsoft Word, Microsoft Excel, Microsoft Outlook, and Microsoft Windows.

3. How to drive an automobile (unless physically impaired from doing so) and how to refuel it and what routine maintenance is necessary.

4. Knowing what to do in a car accident.

5. How to use a web browser.

6. How to call and text message and use other basic features (including the app store) of a smart phone.

7. How to tie a necktie (men only, although there are probably parallel female garments that women have to understand how to wear such as earrings and bras).

8. How to tie your shoes.

9. How to use Google maps and do Google searches.

10. Understanding of basic emojis and internet acronyms.

11. Understanding the organizational chart at a basic level, of all levels of government in the U.S.

12. Understanding of time zones and daylight savings time and leap days.

13. An ability to book a commercial airline ticket for yourself and to rent a car and book a hotel/motel.

14. An understanding of how credit cards and debit cards work.

15. A basic understanding of residential leases and mortgages.

16. A basic understanding of the financial markets.

17. An understanding of the main taxes applicable to you (retail sales, federal income, state income, property taxes) that aren't "invisible" (like gasoline taxes).

18. An understanding of basic accounting and finance concepts.

19. How to videoconference in one of several possible tools (Face time, Zoom, MS Teams, Webex, etc.).

20. A rudimentary understanding of the legal process in civil and criminal cases.

21. Knowing how to cross the street as a pedestrian.

22. Knowing how to handle weather conditions and natural disasters in your area.

23. Knowing the threats posed by wildlife and plants in your area.

24. How to read and speak in English.

25. How to use elevators and escalators.

29 June 2026

Reducing Respiratory Diseases

Major progress on reducing respiratory diseases is possible and is both technologically and economically feasible.

A century ago, waterborne diseases levied similar costs to those posed by respiratory viruses like colds and influenza today: endemic, periodically epidemic, and widely accepted as an inevitable feature of human life. Then, at the turn of the twentieth century, we decided they didn’t have to be. Pharmaceutical advances and clean water infrastructure made cholera, typhoid, and dysentery rare across much of the world within a matter of decades.

Why haven’t we already seen the same kind of transformation with respiratory viruses? Last August we hosted a symposium at Stripe with ~40 leading scientists, pharma R&D leaders, biotech venture capitalists, and regulatory experts to better understand if this is technically possible and, if so, why it hasn’t happened yet.

We heard two main reasons. First, it’s just technically very challenging: respiratory viruses represent hundreds of distinct, mutating strains across several families. Fortunately, new platform technologies, advances in our understanding of human immunology, biological data sets, and protein design tools mean we have our strongest ever suite of approaches for tackling it.

Second, the development of the broad-spectrum solutions needed to solve the first problem has historically been underfunded, neither a great fit for philanthropic nor commercial funding. While COVID generated a burst of activity around preventing and understanding respiratory infections through an influx of new funding, that hasn’t been sustained.

We believe that with enough focus and funding, these problems are tractable. Intercept is a $500 million philanthropic initiative that will take advantage of these new tools to catalyze the development of two types of products: broad-spectrum preventatives and air cleaning technologies. Together, these technologies can radically reduce the burden of respiratory infections, and can eventually help eliminate them altogether. 
Why this matters

Today, we treat respiratory infections like the cold and influenza as a minor nuisance. The evidence increasingly suggests otherwise.

* Healthy people spend roughly 15-25 days each year—about 5% of their lives—sick with respiratory infections like the common cold and influenza.1

* Common respiratory infections can lead to severe outcomes. In 2021 alone, there were 12.8 billion infections globally, mostly caused by viruses.2 Annually, over 65 million3 4 of these progress to serious lower respiratory disease and account for around 7% of deaths from major causes in the U.S.5 6 7

* Respiratory infections raise our risk of serious illness, often years later. While researchers are still early in establishing these connections, it seems plausible that society has meaningfully underestimated the significance of seemingly benign infections on short and long-term health, e.g.:

** 9.8x asthma risk by age 6 if infected with HRV between birth and age 3 in a high-risk cohort8

** 6.1x heart attack risk for 7 days after influenza infection9

** 4.5-5x dementia risk after severe influenza10

** 2.6-4.1x Alzheimer’s risk after severe influenza and pneumonia11

** 2.2-3x schizophrenia potential risk for infant if mother is infected by influenza during pregnancy12 13

** 1.3x risk of heart failure after RSV infection compared to influenza14

* Routine respiratory illness imposes a massive, persistent economic burden, driving 1–1.5% annual productivity losses—roughly $600B globally, or ~0.6% of global GDP—in non-pandemic years.15

* Emerging evidence suggests that severe prenatal16 17 and early postnatal18 respiratory infections might lead to reduced adult earnings and educational attainment later in life.

* Achieving broad protection against respiratory pathogens would meaningfully reduce pandemic risk, serving as a critical first line of defense—alongside air disinfection—against both natural outbreaks and increasingly accessible engineered biological threats. 
Two technologies, working together

No single technology can accomplish population-level infection reduction across all of these pathogens. A shot or pill that provided >90% protection against >90% of respiratory viruses (we’ll call these broad-spectrum preventatives or BSPs), but achieved ~60% uptake (a realistic ceiling based on existing vaccine uptake), would still fall short of of the population immunity required to dramatically reduce sustained transmissions.

This is because there are so many different kinds of respiratory viruses, many of which are highly contagious. It’s helpful to revisit the concept of R0 from the COVID pandemic: the number of people an infected person will infect in a fully unprotected population. While we can’t change the intrinsic R0 of a given virus, we can reduce any given virus’s effective reproduction number (Re): how infective a virus is in a given environment inclusive of interventions. To eliminate a virus, its Re needs to drop below 1. The vast majority of seasonal respiratory viruses have an R0 between 1 and 3. To eliminate an R3.0 virus, you need roughly 67% of the population to be protected.

So, to get closer to elimination, we also need a way to reduce the virions circulating in high density environments. During COVID the world experimented with various interventions like social distancing and personal protective equipment. But to reduce transmission durably for a large number of common respiratory viruses that are perennially circulating, we need solutions that are convenient and minimally disruptive.

We think the most promising category of products that accomplish these goals are those that remove pathogens from the air, particularly in high-density environments like offices, schools, and public transit. We’ll call these air cleaning technologies (ACTs) like air filtration and far-UVC antimicrobial light.

The uptake required for BSPs or for ACTs to be effective by themselves is extremely high. As a benchmark, commercial fire sprinkler penetration is about 40% in the US. Getting to 100% uptake would be extremely difficult. But when deployed together at realistic levels, BSPs and ACTs could achieve our goals.

From the Intercept blog which estimates that breakthroughs can be made with half a billion dollars. 

U.K. Navy Makes Smarter Decision Than U.S. Navy

The U.K.'s Navy, unlike the U.S. Navy, understands that building more 1980s era concept destroyers no longer makes sense. They've been paying attention to the Ukraine War in the Black Sea in which traditional surface combatants are being felled by drones. 

The U.S. hasn't been and instead is working on a "Trump-class Battleship" which is precisely the wrong direction, and more Arleigh Burke class destroyers.

Navy to build drone-equipped warships instead of replacing ageing destroyers

PA Media


Plans to replace ageing warships will be scrapped in favour of building at least six new modern "hybrid" vessels equipped to deploy drones as part of the UK's upcoming defence strategy.

The Ministry of Defence (MoD) said the new vessels would be more suited to the "pace and nature of modern warfare", and a better investment than a "small number of large expensive ships".

Defence Secretary Dan Jarvis said the new equipment would be "designed and built for the increasing threats we face".

Outgoing Prime Minister Sir Keir Starmer has committed to publishing the long-delayed defence investment plan (DIP) before the Nato summit in Turkey on 7 July after months of talks over how to fund it.

The MoD had been exploring options to replace the Type 45, the Navy's fleet of destroyers, with the Type 83, a concept vessel which was at an early design phase.

Instead, investment will now go towards six new Common Combat Vessels, which the department said would be capable of "coordinating uncrewed systems in the air, on the surface and under the sea to deliver more resilient air defence".

It said the change in approach would extend "the Navy's reach, resilience and firepower without a proportional increase in crew or cost".

From the BBC

28 May 2026

How We Got Here, And Where We Might Go Next

Proximately, the U.S. is in a bad way because Trump and MAGA secured a federal trifecta and also control the U.S. Supreme Court, as well as the governmental apparatus of many states, because our laws do too little to discourage the concentration of economic power.

Political theory seeks to explain what factors in the complex political economy we live in led to this situation.

This post surveys some of the possible answers.

An institutionalist approach

An institutionalist approach is a social engineering outlook on why political systems work or do not work. It takes as an axiom the belief that the right rules and systems and organizations more or less directly produce good political economy outcomes, so reforming existing institutions is the path to a better political economy. 

This is closely aligned with a notion that the rule of law is the key to a good society, something that is an article of faith in "Western culture" (with its roots in Western Europe) and is widely rejected in "Eastern culture" (with its roots in China).

Fundamentally Broken Institutions

The U.S. Constitution, other key laws, and important institutions of political and civic society (like political parties and the media) are broken. There are deep design flaws with the status quo that can't right itself without decisive, and indeed, perhaps revolutionary change in our institutions.

Common reform proposals in this approach are campaign finance reform, gun control, abolition of the electoral college, expansion of the franchise, proportional representation electoral systems or ranked choice voting, better procedural rules within legislative institutions, improved methods of selecting judges and other key public officials, tweaked checks and balances (like a unicameral legislature, a conversion from a Presidential to a parliamentary system, laws prohibiting corrupt practices enforced by effective enforcement agencies, and so on.

Imperfect, But Fundamentally Sound Institutions

The U.S. Constitution, related key laws, and important institutions of political and civic society (like political parties and the media) are flawed but are not fundamentally broken. These institutions are robust enough to eventually right the ship of our political economy, even though they aren't as fool proof and rapid as we'd like.

Really bad Presidents produce electoral backlash and encourage more competent people who otherwise would pursue careers other than politics to resist bad political leaders, which puts us back on track. But this feedback mechanism can't react much sooner than every couple of years, can't prevent serious abuses and failings, and often takes decades. Lessons learned in the last crisis are forgotten until we pay the price for forgetting those lessons again. In worst case scenarios, it can take long insurgencies or wars or full on Great Depressions to trigger support for the necessary reforms.

Bad high court judges need to be threatened with court packing to overcome their biases. Legal scholars seeing legal doctrines producing bad results propose new legal theories. New political parties need to replace old ones much like the GOP replaced the Whigs. People come to realize that voting for openly corrupt liars and criminals is maybe not such a good idea.

Culture

The main counterpart to an institutionalist approach to the success of a political economy (which has strong parallels in the economic development literature), observation that laws and institutions that are identical in all material respects can produce wildly different results, when people who are culturally different utilize these institutions.

This approach concludes that the character, morals, norms, and values of the people who use the institutions profoundly influence the quality of the political economy outcomes that a society produces, while the particulars of the institutional arrangements put in place to facilitate management of the political economy aren't particularly important within a fairly finite set of combinations of big choices in institutions.

Differences between the success of parliamentary systems and Presidential systems, in this view, have more to do with the political culture of the people utilizing those systems than with the inherent, universal virtues of different reasonable sets of institutions and rules. 

There may be some sets of institutions and rules that usually led to bad outcomes, but people with a good political culture can make any remotely reasonable set of institutions produce good outcomes, while people with a political culture ill-suited to their demands of their current circumstances will find a way to break any set of institutions and rules, no matter how expertly crafted.

The optimal political culture is also not universal. In times of economic hardship and scarce resources which give rise to weak states, cultures of honor, clan based societies, cousin marriage, and systems that reward might over right may be more functional. In times of economic abundance that facilitate the rise of strong states, more atomized social structure, meritocracy, forgiveness, out marriage, and systems that reward truth over power may be more functional.

For example, one way to explain the rise of Christianity in the Greco-Roman classical era is that Christianity was a tool of cultural change that helped a society that was becoming more abundant, more urban, and more mercantile transition managed by a strong state, and away from a Greco-Roman pagan culture more suited to rural living, herding, and tradition based allocations of resources, in small and weak states. The expansion of the Islamic empire likewise involved a massive cultural change from a decadent and disorganized society without strong state management in the post-Roman era to a society with more firm and decisive, yet decentralized leadership that functioned well in the absence of Western Roman Empire type institutions.

This cultural-first approach to political theory is closely aligned with a notion that rule by good and moral leaders is the key to a good society, something that is an article of faith in "Eastern culture" (with its roots in Chinese Confucianism) and is widely rejected in "Western culture" (with its roots in Western Europe), where the "rule of man" is synonymous with authoritarianism, corruption, and arbitrary treatment of people.

Malleable culture

One version of a cultural approach to political economy sees a society's political culture as harder to change in many respects than institutional rules, but feasible with measures like widespread public education, religious conversion or deconversion, and grass roots activism through "movement politics" over decades. And, while this takes longer to accomplish than institutional rule changes, it is almost more robust and enduring.

A malleable culture theory concludes that while the relative political leanings of groups and geographic regions with different cultures are persistent over time periods measured in centuries, that societal progress is attainable over time. Yesterday's segregationists become today's advocates of a color blind society without affirmative action. Yesterday's corporal punishment advocates become today's advocates of large fines and long sentences of incarceration. 

In absolute terms, society gradually abandons specific practices and norms that are conservative or backward at the time, while the descendants of people who held those specific practices and norms come to adopt views that were liberal in the times of their ancestors and are conservative now. But the descendants of the liberal leaning ancestors in turn, become even more progressive.

Even proponents of malleable culture approaches to political economy acknowledge that the process can be two steps forward and one step back. But ultimately, technology and the accumulation of knowledge and fundamental, universal human impulses that are masked by different immediate material conditions point humanity in the same general direction in the long terms (although there are shorter and longer routes to progress), so we progress more often than we regress.

Static culture

In contrast, a view that culture at an ethnic group or geographic area scale is predominantly static, even if isolated and exceptional individuals can change their cultures, see mass movements and programs to change a society's culture intentionally as largely futile.

It isn't that this view believes that the culture of a particular geographic area can't change. But, it sees the main mechanism for a change in the culture of a particular geographic area to be replacement of people of one ethnicity or mix of ethnicities with people of another ethnicity or group of ethnicities.

In this view, some of the main mechanisms of cultural change are colonization by people of a different ethnicity, genocide (through forcible abandonment of culture, actually murder, restrictions on fertility, or economic marginalization), immigration, and differential rates of births and deaths between ethnicities, with these mechanisms being particularly strong among men, while women more easily assimilate into new cultures in which they find themselves. This is also a more zero sum worldview. Flavored with ideas about ethnic or religious or cultural superiority, this can morph into righteous missionary zeal, ethnic nationalism and/or religious nationalism.

Along the same lines, languages associated with dominant cultures tend to increase their market share of language speakers in a society, while languages associated with economically marginal ethnicities tend to decrease their market share of language speakers in a society, in both cases at a pace measured primarily in generations, rather than within the lives of individual speakers of a language.

This outlook was heavily disfavored in the 1960s and 1970s in the Western world (under the motto that pots are not people), but has enjoyed a resurgence as research into ancient DNA, historical linguistics, and physical archaeology have been synthesized in a manner that has reviewed that over time frames of centuries and millennia, that these mechanism of demic change have been far more common than culture change through intercultural contact and elite dominance. Admittedly, there have been notable exceptions to this general trend (e.g. the linguistic transition of the country now known as Hungary, or the Brahui people, or the expansion of the Islamic empire, or the rise of Christianity). But cultural transition without demic change has been the exception rather than the norm.

This outlook on political economy, for example, perceives Zionism and the formation of new West Bank settlements in Israel, or ethnically and religiously motivated raids by Sahel Muslims from traditionally herding societies in Africa on Christian/animist communities to their immediate South, from a very different worldview framework than a worldview in which institutional approaches or malleable cultural views are the norm.

More generally, a political theory bent rooted in the worldview that culture is predominantly static, particularly when fused with the concepts of economic and environmentally driven cultural change discussed below, tends to see political tactics that "civilized society" condemns most intensely, as largely inevitable and natural, even if it is not morally desirable at an individual level.

Political worldviews and theories that emphasis the static nature of culture at the group and regional level are more sanguine about the inevitability of progress than those which see culture as malleable. These worldviews tend to see cultural progress as exceptions to the general rule that require specific and rarely recurring conditions, rather than as a universal law or inevitability.

Environmentally determined culture

A premise which is widely accepted in anthropology, but less widely accepted in political theory, is that people's material conditions determine which cultures are optimal for those conditions.

While no culture is inherently better than any other in a vacuum, in any given set of circumstances, some cultures are more functional than others.

Plough based agriculture tends to favor patriarchy and patrilocal clan systems. Hoe based agriculture and hunter-gatherer societies can tend to favor matriarchal social structures, with households often led by brother-sister couples rather than households led by monogamous co-parent households. 

Affluent, urban societies, without low rates of childhood morality that rely on skilled labor that takes many years of investment in human capital tend to favor small family households; poor, rural societies, with high rates of childhood mortality that rely on unskilled labor tend to favor large family households. 

Weak states tend to favor cultures of honor, and clan based social organization. Strong states tend to favor a focus on individual autonomy, meritocracy, rule based justice, and weaker extended family ties. 

Perceptions of economic scarcity and uncertainty favor conservatism and societies where religion and/or superstition are important. Perceptions of economic abundance and security favor secular, liberal societies that rely on science rather than superstition.

Perceptions of economic decline or stagnation of an ethnicity or geographic group or social class, and societies where the economy is heavily reliant upon economic rents like land ownership or fossil fuel resources, can further fascism, far-right movements, ethnic and religious nationalist movements, and support for authoritarianism. Shared prosperity in a society where the economy depends heavily on a diffuse class of merchants, professionals, and skilled labor rather than natural resources, in contrast, tend to further democracy, an absence of corruption, respect for individual rights, and tolerance for diversity.

Cultures ill-suited to their conditions decline, due to both conversion to better suited cultures and economic and demographic decline. Cultures well-suited to their conditions thrive. Conversely, religious institutions that support threatened cultures tend to thrive, while religious institutions associated with establishment, secure, dominant cultures tend to wither despite the fact that the communities that they serve tend to have more economic resources.

The notion that culture is economically or environmentally determined is relatively agnostic about whether culture is malleable or static, with their very different mechanisms and tactics that give rise to cultural change.

Synthesis

Of course, none of these political theories is 100% true. 

Even a strong culture oriented political theorists who takes a hard look at all the data will acknowledge that institutions and rules can matter, and can shape culture. You can see this particularly clearly when looking at the divergent paths taken by North Korea and South Korea, by Taiwan and mainland China, by East Germany and West Germany prior to unification and persisting in regional culture differences in the thirty-seven years that have elapsed since unification, even though the highly distinct institutions in these places that once shared a common culture including a political culture arose only about eighty years ago or less, in these cases.

On the other hand, scholarly works like Albion's Seed, and studies of persistent regional cultural differences in Germany (that predate the formation of a unified Germany state about 150 years ago), also establish that once regional or ethnic cultures are established, they are remarkably resilient in the face of institutional change and political unification, and can persist for centuries.

If you were to guess how politicians in the late 1700s and early 1800s in newly formed U.S. states leaned politically relative to each other on major groups of political issues like being pro-war or anti-war, or on economic or social issues, based upon the current political leanings of those states, you would overwhelming be correct 250 years plus or minus a few decades later.

The Catholic-Protestant divisions of Europe have been mostly static for the entire early modern period that started with the Protestant Reformation in the 1500s that were decided based upon the decisions of late stage feudal lords to choose one side or the other of this divide in European Christianity. And, those religious divisions, as famously noted by Max Weber in the 19th century, are associated with a whole suite of larger cultural divides epitomized by what he called the "Protestant work ethic."

Persistent culture divisions whose effects predominate in places where different cultures function within the same formal political institutions, like divisions in economic prosperity and political economy between regions dominated by different ethnic groups in Nigeria, whose characteristic cultures and cultural identities pre-date the relatively recent conversion of southern Nigeria to Christianity across a wide variety of diverse ethnicities starting in the 19th century or so, are still very real (even though many formal statistics on African immigrants to the U.S. aren't so fine grained and don't make these distinctions in their record keeping mask these differences).

In India, genetic testing has confirmed the anthropologically well-documented phenomena of caste endogamy and inequalities, pin pointing the time frame, centuries ago, when endogamous caste divisions at the jati level started to harden upon which historical accounts from those time periods were inconclusive and scarce, and eighty years of Indian independence with egalitarian institutions and ideals have only modestly dented the resilient cultural juggernaut of caste divides. Genetic studies also establish the time frame of the much older origins of varna level caste/ethnic divisions within India and help establish more clearly the magnitude, timing, and nature of introgression of people from one varna into another one.

Particularly in my own personal world and my own country, I am well aware that I instinctually lean towards institutional explanations and solutions, and that I also tend to favor malleable culture worldviews over static culture worldviews, to a greater degree than that evidence available to me supports.

How We Got Here

Each of these political theories naturally lends itself to a different narrative about how we go here, and the deeper driving factors behind the proximate causes of our woes.

Environmental determinism points to technological changes and human driven climate changes as the source of structural economic changes and changes to the U.S. social structure and social class system that has shunted the benefits of economic growth to an educated upper middle class serving a thin veneer of old money and new money billionaires and big businesses, and while reducing the less educated whom the modern economy has little use for, from a broad unifying middle class that has a stake in our society to a working class and underclass. The upper middle class has small stable prosperous families, while the working class is seeing their families fall apart despite having as many or more children, and their prospects for social mobility or comfort without generational wealth and social capital fading. The upper middle class has become far more secular, while comparatively the working class has remained more religious despite its long term trend away from religion as well.

The neo-fascist MAGA movement is, in this analysis, a natural consequence of two generations of economic stagnation for the non-college educated working class.

Static cultural worldviews emphasize the fact that there is a straight line from antebellum Southern whites to the KKK and Jim Crow and segregation supporters and American Nazis prior to WWII to opponents of the civil rights movement to MAGA.

Malleable cultural worldviews emphasize the fact that far right political viewholders skew heavily towards older white men while younger generations are much more liberal on a wide variety of issues. They note that the divorce between the MAGA worldview and reality is the product of intentional propaganda by billionaire class funded conservative media outlets like Fox News, conservative think tanks, talk radio, and fundamentalist Christians and Christian clergy who are wary of reality based inquiry because it undermines their religious doctrines, and can be reversed with carefully crafted interventions to deprogram MAGA adherents.

Institutionalists who see the system as fundamentally broken see the proximate causes of our woes as more directly caused by particular flaws in our Microsoft of political systems which was state of the art in the late 1700s, but had rules that didn't benefit from the next couple of centuries of experience with democratic political institutions which addressed the inherent flaws in our own system which the Founders, not being omniscient, and with their own narrow franchise and biases could not have foreseen. The trouble is, that if indeed, our Institutions are fundamentally and deeply broken, there is no clear path to fixing them.

Institutionalists who see the system as flaws but fundamentally sound, in contrast, acknowledge that the flaws in our system have prevented our political system from preventing or more swiftly ending the MAGA scourge. But they are more optimistic and stoic. In an analog to the idea that suppressing all wildfires can make a forest more vulnerable to more devastating big wildfires, or to the hygienic hypothesis that an environment that is too sterile and devoid of threats can lead to autoimmune diseases and allergies because the immune system didn't have a chance to do its job non-pathologically, they argue that as unpleasant as it is at the time, healthy political economies need periodic threats to its values so that the people served by them remain vigilant in developing a combination of institutions and political cultures that can defeat even strong threats to their health.

People never exposed to fraud become too trusting and become easy marks (something that is a big problem in the overall high trust society of Mormon Utah). Politicians who grow too used to playing nice with their political opponents forget the tactics that their predecessors used to win when their political opponents didn't play fair. 

A near miss constitutional crisis of our political economy with fascism and authoritarianism, with an scary dose of corruption and lies, may be what it takes to build broad enough support to fix the most important institutional flaws in the status quo, much like the U.S. did in the New Deal, and again in the 1960s and 1970s.

Institutionalists who see the "bones" of U.S. political institutions as fundamentally sound will note that the U.S. system has been good enough to last 250 years including multiple comparably bad or worse political crises, like those leading up to, during, and following the U.S. Civil War. And, they see the gridlock and shifting political coalitions that have predominated in the time frame from the 1980s to the present, as a feature rather than a bug, by preventing thin majorities from making big and bold political changes in the absence of widespread, bipartisan, cross-ethnic, cross-regional support. Our federal system funnels paths to innovations to the states and refrains from making big changes until with the passage of time, some approaches are widely understood to be desirable, and other approaches are seen as failures. And, like the seventy year plus era of doctrinaire communism in Eastern Europe, China, and Southeast Asia, on one side, and mixed capitalism in the "West" and some Western leaning East Asian nations, this deadlock can seem completely intractable and static, until sudden it collapses, with Eastern European communism collapsing in just a few years, and Asian communism more resiliently adopting market-style reforms to the point where it has become communism in name only with billionaire capitalists holding all positions of power in these one party states.

We saw something similar leading up to the abolition of slavery in the United States. This issue divided the new republic for eight-five years from its inception right up until 1861, only for slavery to be formally abolished four years later all at once, in turn followed after a brief reconstruction interlude, with another eight-five years of so of Jim Crow, only for that institution to in turn collapse over the course of about a decade when it had seemed in 1950 that Jim Crown might persist eternally. Sixty years after the Civil Rights movement had achieved most of its major objectives, MAGA is trying its best to undo the reforms of the civil rights era in a last dying eruption of a movement that know that democracy will mean its death as socially and economically regressive Baby Boomers, some of whom were born in the era of segregated water fountains, bathrooms, and schools, die and reduce their share of the electorate only to be replaced by liberal Generations Z and Alpha in the electorate for whom racial diversity is second nature and is their generation's reality.

Trump has been a racist all of his life, just like his Nazi father. Joe Biden came around later in his political career, but got started in Congress on a platform of opposition to school desegregation in Delaware. Many of the leaders in Congress, and especially in the U.S. Senate, are from that same generation and still wear ideological and worldview boots of clay developed in their politically formative years.

Eventually, however, cancer, cardiovascular diseases, dementia, COVID, geriatric falls, and the like will do the job of replacing them with the next generation of politicians, that Baby Boomers have prevented from happening in the ordinary course as it should have a couple of decades ago.

The midterms in 2026 could end the GOP's trifecta control of the federal government and reducing the bleeding that our national institutions and esteem on the global stage have been suffering. Ideally, its defeat could be crippling enough to lead to the GOP's replacement with some new center-right opposition party that starts over after MAGA has burned all of the GOP's bridges and poisoned the well with several younger generations. Democrats could take the Presidency in 2028 with majorities not seen in recent memory and a commitment to play hardball after the horrors of Trump 2.0, and make enough major reforms to put the U.S.A. on track again with wide consensus backing, even though it may take decades to undo the damage done by Trump already that is not irreparable. And, if that happens, the Institutionalists who believe that flawed as it is, that the U.S. political system is not broken beyond all repair, will be vindicated. The fact that the U.S. has weathered past crises makes this a far from unlikely scenario, and the optimist in my wants to hope that they are right. Polling leading up to the midterms that are barely more than five months away, suggest that they might be right. 

While MAGA stayed loyal during Trump 1.0, his more radical Trump 2.0 term has finally seen Trump's steadfast support start to erode and has seen some prominent GOP/MAGA leaders, like Marjorie Taylor Green, break ranks with him.

What Happens If We Don't Escape And End Up In A Deeper Circle of Hell?

I want to believe that they are right, because the alternatives are very dark indeed. If Democrats can't do this over the next three years or so, because its institutions are too badly broken to return the nation to a positive path, all of the paths before us are nightmares.

One need look no further than North Korea, Cuba, Albania until the fall of communism, Saudi Arabia, Kuwait, Iraq, Afghanistan, East Germany, the Soviet Union, post-Soviet Russia, the Ottoman Empire, and the slave states of the U.S. prior to the U.S. Civil War, to observe that the fact that a regime is authoritarian, undemocratic, and performs dismally economically in its non-natural resource sector, and faces significant sustained pressure from  the international community to reform, does not mean that these regimes are fragile or vulnerable to prompt collapse. Eventually, many of these regimes did collapse. But it took an entire lifetime or so to do fall, and more often than not it took an international military intervention (or at least a costly cold war interspersed with periodic hot proxy wars) to make it happen.

The U.S. is to big and militarily powerful for a turn for the worse to be cured with a foreign military invasion of the U.S. to liberate us any time soon. 

If one of the darker scenarios has developed in the U.S. by 2028 or 2030, it is entirely possible that the U.S. will degenerate into a full fledged malevolent dictatorship and remain in that state until sometime in the early twenty-second century. 

This dark era for the U.S. could possibly punctuated by an ugly and deadly military insurgency, and waves of assassinations, asymmetric warfare, sabotage, and non-violent resistance that persists as long as Afghanistan has been in a state of near continual war since the 1970s, that may only end or at least subside when it is put down with brutal ruthless efficiency that scars our nation with horrors we have yet to imagine like the annihilation of every soul in a whole liberal leaning rebellious metropolitan area like Minneapolis, rather than a mere attempted ICE and National Guard driven show of force. The Handmaid's Tale was meant to be a warning and not a prophecy, but there is no certainty that it won't turn out to be one.

There are happier paths that one could imagine, like a bloodless coup that is followed by a new covenant that replaces our existing political and economic institutions, if the existing ones don't solve the problem in the next three year or so, that reboot our nation in some manner or another, or a wave of blue state successions, that leaves unsubsidized red state America in a state of total economic collapse, and followed by reform or reunification.

One could also imagine something like the experience of the Romans, who first transformed from a genuine Republic, to a more flawed Republic, to a truly non-democratic empire, stuttering from crisis to crisis, with bandaid temporary political fixes that don't last, punctuated with emperors like Nero and Caligula, who are still remembered about two thousand years later for their perfidy and insanity. Trump could end up being a model for future corrupt, authoritarian, delusional demagogues who are equally bad, but even less restrained by the democratic actions of the electorate or the courts or federalism or military independence, than Trump 2.0 which is actually exploring every avenue to end these constraints upon it.

Some of these nightmares seem almost unthinkable now, after the imperfect and slow mechanisms and institutions for slowing down Trump and MAGA's destruction of the federal government and everything good in the United States of America finally started to kick in. But the United States doesn't get three strikes. If the midterms to provide a decisive and effective check on Trump 2.0 in what has so far been a Congress that has ceded its responsibilities, we'll be lucky to get a federal election at all in 2028, and if there is one then, it will probably be less free and less fair (despite the fact that Republicans are pulling out all stops to undermine the regularity of the 2026 elections and to persecute Trump's enemies with no regard to the law or any notion of anything greater than Trump's momentary whims).

If Americans, collectively, fail to decisively interrupt its current course in either 2026 or 2028, we're pretty much done. Democracy and democratic values and the rule of law and civil liberties will be no more, and there will be no way back within the confined of legal political action or even civil disobedience. The U.S. is too big, and too culturally divided to secure the final turnabout that ousted a far right authoritarian regime in Hungary earlier this year.

Those who can will become political refugees, much like the scientists who fled Germany when the Nazis came to power, and fled the Soviet Union as it grew ever more oppressive. Those who can't will suffer, or sell their souls for petty subordinate power at the whim of some unsteady dictator (probably not Trump for long, given his ill-health and age, but possibly some successor who is equally evil but more competent).

02 May 2026

Planetary Defense Is Worth It

I will always be a strong supporter of a strong planetary defense against comets and asteroids. These "Black Swan" events are rare, but the consequences of even one of them striking Earth and doing great damage would be immense.

If they are headed towards Earth's surface and too large for our atmosphere to provide an adequate defense against, they are always the "bad guy."

There are estimated to be about 45 undiscovered mass extinction class near Earth asteroids, about about 13,750 undiscovered "city killer" sized near Earth asteroids (that would destroy everything in a whole metro area of a major city, if it hit one, killing millions of people), and about 214,000 Hiroshima blast sized near Earth asteroids out there. These asteroids could strike us with short notice. The asteroids wouldn't create the radiation blast and contamination of a nuclear bomb (or highly toxic chemical weapon), but would have comparable kinetic impact to a nuclear bomb.

We need both better asteroid detection technologies (which NASA's new NEO Surveyor mission which is scheduled to launch in Septemer of 2027, twenty-one years after it was proposed, will profoundly improve) and better asteroid interception technologies that can respond to incoming asteroids and comets on short notice (i.e. many hours to several days), which is not currently in place, although rudimentary and ad hoc ICBM responses could be devised that could mitigate the harm if done right (but could make things worse if it diverts a large fragment or cluster of fragments from an uninhabited area towards a city).

Image via Wikipedia.

The NEO Surveyor mission is projected to:

  • Find 2⁄3 of Asteroids Larger than 140 Meters in Diameter
  • Assess the Overall Threat Posed by Potential Earth Impactors
  • Assess the Impact Threat Posed by Comets
  • Determine Orbits and Physical Characteristics of Specific Discovered Objects
140 meters in diameter is a commonly used threshold for a "city killer" asteroid and would have an explosive energy twenty-times that of the Hiroshima A-bomb, and more in line with a never used H-bombs in the U.S. and Russian nuclear arsenal. 

If two-thirds of the 140 meter or larger near Earth asteroids were found, that would be about 5,000 of the estimated 13,750 undiscovered asteroids of that size in the first five years of the mission which is planned to run for twelve years.

It will also probably find at least a significant number of undiscovered global distinction sized asteroids of the estimated 45 that remain undiscovered, and a significant percentage of the estimated 214,000 undiscovered Hiroshima bomb impact class asteroids (of which only an estimated 7% of which are now discovered), although probably far less than two-thirds of them.

NEO Surveyor will also refine our estimates of how many large asteroids remain undiscovered despite this mission, and of the risk that these undiscovered asteroids could strike inhabited places on Earth. With more accurate estimates of known asteroid trajectories, more known asteroids which come close to Earth but are not on track to impact it could be ruled out as threats allowing surveillance of potential threats to be narrowed to those objects that really are something to worry about.

We are sufficiently technologically advanced at this point to build adequate planetary defenses, but organizing the planet to fund and deploy them is another matter. The NEO Surveyor mission cost $500 million to $600 million, which is less than a single major U.S. warship or Air Force long range bomber, or several start of the art U.S. Air Force fighter jets. Military missile defense technologies (like the "Golden Dome" plan for the U.S.) can be adapted for planetary defense purposes, to some extent, but aren't optimized for this task.

The good news is that the many millions or more smaller asteroids and space junk objects mostly burn up in the atmosphere before hitting Earth with enough damage to be much more dangerous than a random and rare lightning strike. So, we harm from not tracking or intercepting them is modest.

Also, a huge share of the Earth's surface is made up of oceans, large lakes, uninhabited ice scapes, thinly inhabited mountains and deserts, and thinly inhabited rural areas or wilderness. A "city killer" or smaller asteroid has a quite localized danger zone and isn't radioactive or toxic for the most part. 

So, while it might kill or injure a small number of people in the immediate vicinity of the impact, and might trigger a significant tsunami or landslide (urban areas are disproportionately coastal), about 71% of Earth's surface is water, about 28% of Earth's surface is nearly uninhabited or rural, and only about 1% of Earth's surface is urban. So, most "city killer" or smaller extraterrestrial impacts would lead to fairly modest casualties. But the risk of mass casualties from an extraterrestrial impact is much greater now than it was for most of human history, because the world's population has grown so much and is concentrated in cities.

This analysis assumes that all locations on Earth are equally at risk, which isn't strictly speaking true, but is a close enough approximation of the reality to be a useful starting point.

While there have been only a handful of attested really big extraterrestrial impacts in human history, and only a few more than we have clear evidence of in the last 300,000 years or so when the human species came into being, there have probably been hundreds, if not several thousand that went unnoticed because they landed in uninhabited areas, or left no survivors in thinly populated areas and didn't leave any traces clear enough to attested to their impacts geologically before their impacts were eroded away.

More than half of the “city killer” asteroids that might threaten Earth remain undiscovered. With an infrared eye, NASA’s NEO Surveyor aims to find them.


Image from the linked article in Science magazine.

Russia Has Lost 30% Of Its Black Sea Fleet

Ukraine has done a remarkable job to degrading Russia's Black Sea naval fleet for a country without a navy of its own.

Russia’s Black Sea Fleet was once a dominant regional naval force. But the fleet has been severely weakened, resulting in a shift from an offensive force to a defensive “fleet-in-being.” What’s notable about the fleet’s degradation is that Ukraine didn’t need a traditional navy to inflict it; rather, it used drones, missiles, and targeting to strip the Black Sea Fleet of its ability to operate, offering another example of asymmetric, cheap measures crippling traditional, expensive military platforms.

Russia is believed to have lost 30 percent of its Black Sea Fleet, either to damage or outright destruction. That’s 24–29 vessels lost. Key losses include the flagship vessel, the Moskva cruiser, and multiple landing ships.

The remaining strike force consists of seven offensive warships, including two frigates, three corvettes, and two submarines. So the fleet still exists, but its offensive capabilities have collapsed. . . .
The primary weapon in the fleet’s arsenal is the Kalibr cruise missile. Before the Russo-Ukrainian War, the fleet had the capability to launch large missile salvos. But now the Kalibr can be launched from just five surface ships and two submarines, limiting the fleet’s ability to launch its pre-war missile salvos. . . .

Loss of Bases 

Ukraine has also targeted Russian naval bases. Sevastopol, the primary naval hub, has been repeatedly struck, forcing the fleet to relocate. But the new base, Novorossiysk, has also been under attack.
The result has been that Russia no longer has a secure naval base in the Black Sea, which has obviously degraded its ability to maintain a meaningful presence there. And now, with the fleet concentrated in Novorossiysk, Ukraine has a base under constant drone threat, limiting the fleet’s ability to maneuver.

As a defensive measure, the ships rarely leave port, and the submarines hide near the bases. So the existing fleet is effectively contained—still present but operationally inactive.
Missile Capability Degradation
Maintenance Collapse

The fleet has suffered from a maintenance collapse. The core issue is that there is no dry dock, and the Bosporus Strait has been closed. The result is that no major repairs have been made, and overall readiness has been severely degraded.

Damaged ships have been forced to simply remain damaged, meaning that even ships that survive are slowly losing their effectiveness. . . .

Strategic Implications

The destruction of Russia’s Black Sea Fleet suggests that large ships are now vulnerable to cheap and effective drones that adversaries can deploy in swarms.

Sea control has been redefined; Ukraine does not have a traditional navy, yet it still managed to deny Russia’s ability to use a traditional navy to control the seas.

The global lesson here is that fleets can be neutralized without a fleet-on-fleet battle. The Black Sea may offer a glimpse into the future of naval warfare, where distributed, low-cost systems are effective counters to legacy systems.

From National Security Journal.

29 April 2026

Apache AH-64 Gunships On Ships

I've been a longtime advocate of using Apache AH-64 helicopter gunships on naval ships, particularly in roles like piracy suppression on otherwise lightly armed ships, like the Littoral Combat Ships.

Now, the U.S. Navy is now considering the idea.

22 April 2026

Oil And Water

Scarcity of oil and rising petroleum prices, and climate change driven drought, are a big deal. But there are fairly clear paths by which our society can adapt to both. Neither would be apocalyptic, even though it would drive significant, visible changes in our day to day material culture.

These matters are particularly worth thinking about on Earth Day, which is today.

Oil

A very large share of all petroleum consumption is for transportation, mostly cars, trucks, construction vehicles, boats, ships, and trains. Advances in battery technology, and EV manufacturing and infrastructure are making electric vehicle alternatives to all of those technologically viable. And, advances in renewable energy and nuclear power can replace almost all of the fossil fuels in the electrical power grid. Coal is well on its way to be phased out in the United States and much of the developed world. Alaska and Hawaii are the only U.S. states where a significant share of electricity is generated from petroleum. Heat pumps are paving the way as an alternative to heating buildings that were historically heated with heating oil in the U.S. (mostly in the Northeast). 

Heat pumps and evaporative coolers (together with better insulation) also dramatically more energy efficient than conventional air conditioning, and renewables like solar and wind combined with modern batteries are particularly well suited to meet the demand for electricity to provide cooling.

Lots of fertilizers that are petroleum based could also become unaffordable, as they have as global petroleum supplies have been interrupted by U.S. and Israeli attacks on Iran, and its counterattacks. But organic farming techniques are now well established enough that these methods pose an obvious alternative path for agriculture is petroleum based fertilizers cease to become economically viable. Dutch models of intensive hydroponic agriculture suggests another off ramp from what is now considered conventional agriculture.

There are some applications where there aren't good alternatives to petroleum, like plastics and jet fuel. But these are such a small share of total petroleum consumption that these uses could be sustained, even if they become more expensive, even if petroleum prices soar and the supplies contract greatly. 

Of course, plastics and petroleum based fabrics like nylon, have only been in wide use for about sixty years. If plastic becomes too expensive, we can revert to using metal, glass, wood, and plant and animal fiber alternatives for applications like kitchen ware and trash bins that aren't uniquely suited to plastic, as traditional alternatives becomes more affordable relative to plastic with rising petroleum prices.

The changes wouldn't be geographically neutral. A collapse in demand for petroleum driving by electric vehicles and organic farming would crush the economies of petrostates in the Middle East, in Brunei, in Nigeria, in Venezuela, and in select states within the United States. West Virginia has already seen its coal based economy collapse, as have many historically coal mining economy based regions in Europe. Wyoming will follow suit. 

On the other hand, rare earth rich areas who supply key components of modern batteries and electronics, may see mineral economy booms.

Water

In most of the arid west, marginal agricultural activity consumes 80%-90% of all fresh water, while landscaping and golf courses consume about half of the rest of the fresh water. If water becomes scarce, entire regions can eliminate their water hungry landscaping, golf courses can close or become much more expensive or use artificial grass, and marginal agricultural operations can close.

In places like the Arabian Peninsula, Greece, Utah, and California, desalination technology might become more prominent as a water source, at least for high value municipal waters uses like drinking, cooking, and bathing, and gray water systems would use non-potable water (such as salt water from the ocean or salt water lakes) in applications where drinkability wasn't important, like flushing toilets.

Climate change that produces global warming ultimately both gives and takes away arable land. It renders much of the arid West unsuitable for farming and ranching, but makes places that were too cold for farming in the past, more suitable for it. Even when climate change doesn't actually change the total amount of arable land somewhere, it may change the kind of agriculture that is appropriate in that place.

Places that used to support subtropical orange groves may freeze more often and get dryer and become more suitable for cotton and the soft wheat varieties currently grown in places north of Florida in the American South. Crops now grown in the South might start to be grown in the Midwest. The abundant corn and wheat fields of the Great Plains and Midwest might move north to Canada. The Great Plains might transition from grain farming to cattle grazing.

I'm not a climate scientist. I don't have exact models of exactly when and where climate zones that are suitable for particular crops and livestock will relocate. But that's the basic concept.

The ongoing wars across the Sahel of Africa illustrate how ugly the process of having herders ecologically forced into historically horticultural land can be without strong geographically large states to force the transition to be made with money instead of violence can look. But with strong states that remove violence as a viable option, the transition, while still massively disruptive, could be less tragic in places like North America and Western Europe.

Similarly, the skiing industry might relocate from places like Colorado and Vermont to places like the Yukon and Alaska, in North American, and from places like the Alps in Europe to the northern Urals and the Himalayas in Eurasia.

Many Sunbelt communities in places like Arizona and Texas and Florida may see the waves of migration to avoid the cold winters of the north replaced by migration north to avoid the months of hundred degree plus water in the Sunbelt which are already commonplace in cities like Phoenix and Las Vegas, while the rust belt, with its winters made milder due to global warming and abundant fresh water, may start to look more attractive, and may attract mass return migrations.

One of these days, people in the Sunbelt may return to the traditional solution of having midday siestas, inside cooler, shaded adobe insulated homes, and becoming more active once the sun goes down and the air cools late into the evening.

Coastal communities will have to build dikes or lose land area as sea levels rise, and many will have to remake their architectural landscape in the face of increasingly severe storms, something that will hit the U.S. states of Florida and Louisiana and some islands in Oceania particularly hard.

Species limited to narrow microenvironment ranges will go extinct en masse, as human encroachment upon their habitats, ecological disruption, and human predation have already done to many species already.

How fast will it happen?

We are, in 2026, at about the place on this path that we thought we'd be in the year 2006, back in 1986. Events like the transitions to EVs and heat pumps and renewables and industrial scale organic farming happened, but it took about twice as long as futurists at the time thought that it would.

Climate change, on the other hand, is happening faster than expected by a decade or three. The changes that were initially looking like they would take a century to run their course are now looking like they will occur in half of that time.

Certainly, these transitions are medium to long run trends. They will probably takes decades more to run their course. These transitions probably won't be complete in my lifetime, although they probably will run their course in the lives of my children, or at least, in the lives of my future grandchildren. Less poetically, this time frame is about 30-90 years.

But these trends are both massive and inexorable, like plate tectonics but much, much faster. Fast enough that it will be visible in future tree ring records.

Conclusion

These are huge, traumatic changes that will force mass migrations and fundamental changes in people's day to day culture. But they don't mean the end of modern life as we know it either. And falling birthrates will eventually lead to smaller global and regional populations that put less strain on scarce water and fossil fuel resources.