03 September 2026
Fossil Fuels And The Bulk Freight Market (And More)
31 August 2026
The Trump Executive Order Renaming Lake Ontario Is Illegal
Trump has claimed that he can rename Lake Ontario unilaterally with an Executive Order. Google Maps is obeying it. But, of course, like so many of his other Executive Orders, this one is illegal because it contradicts a binding treaty with Canada.
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.
05 January 2026
11 June 2025
The Imperfect Case That The Army Is Too Light
An argument that the Army is too light gets some points right, but others deeply wrong.
How can we have forgotten the terrible lessons of the early 2000s, when losses in Iraq and Afghanistan prompted a scramble to deploy up-armored HMMWVs and Mine Resistant Armor Protected Vehicles? Today’s Army, far lighter than the one that took such damage in so-called “low-intensity combat,” is ill-equipped to deter or contend with the likes of China or Russia.Let’s take roll of the Army’s 31 active maneuver brigades. Eleven are heavy brigades equipped with tanks and infantry fighting vehicles—well-protected platforms suited to modern war.Another six brigades are Stryker formations equipped with their eponymous lightly armored, wheeled infantry carriers. Originally called the “interim armored vehicle,” the Stryker was intended to serve only until the arrival of the Future Combat Systems, which imploded instead. From conception, Stryker units have suffered from doctrinal and conceptual confusion. Stryker units carry more dismounted troops than Bradley units, which are intended to fight primarily mounted. But they are infantry carriers, not infantry fighting vehicles. With poor off-road mobility, they are vulnerable to hand-held anti-armor systems, and their units have towed rather than self-propelled artillery. Repeated National Training Center rotations show they cannot survive when employed against armor.The remaining 14 active maneuver brigades are light infantry formations, cheaper and easier to deploy but, realistically, unable to compete with today’s threat. Under current guidance, they go to war in “infantry squad vehicles”—essentially, unarmored dune buggies without heavy weapons.Compounding the problem, the commanders of these light brigades have dramatically less firepower than they used to. The recent decision to eliminate the air cavalry squadron from the aviation brigade in Army divisions removes half of each division’s 48 AH-64E attack helicopters, a massive reduction in combat power. Only slightly less dangerous was the Army’s recent decision to deactivate the cavalry squadron in Stryker and light infantry brigades, with their many wheeled vehicles and heavy weapons. The same directive stripped light infantry battalions of their antiarmor/heavy weapons companies: mounted formations armed with automatic grenade launchers, heavy machine guns and heavy antitank systems. These actions removed much of the brigade’s available firepower.Meanwhile, light artillery battalions still use the venerable M119 105mm towed howitzer, which has a lower rate of fire, shorter range, and weaker weapons effects than the 122mm and 152mm systems used by Russian and Chinese brigades. They are also slower to displace than self-propelled systems, making them far more vulnerable to counter-battery fire and drone attacks.Promises to offset all these reductions with “Unmanned Systems and Ground/Air launched effects” raise serious questions, given the lack of specifics provided and DoD’s poor acquisition track record.A quick look at adversary force structure illuminates the challenge. Russian maneuver brigades (tank, motor rifle, airborne/air assault, naval infantry) are remarkably similar. All include four maneuver battalions; three artillery battalions (both tubed and rocket); anti-tank, air defense and reconnaissance battalions; and an electronic warfare company. Chinese brigades have four maneuver battalions supported by strong artillery, air defense and EW units. U.S. brigades have three maneuver battalions, a single artillery battalion, and no dedicated anti-tank, air defense, or EW units. At higher echelons, adversary artillery, air defense and EW continues to outmatch U.S. capabilities, and both the Russian and Chinese militaries have evinced strong commitments to advance their drones and unmanned systems. Overall, their forces are clearly stronger, a dilemma only exacerbated by repeated moves to lighten or weaken U.S. ground forces.What should the U.S. Army do? Several things: re-equip light brigades with protected, wheeled transport mounting heavy weapons, as before; restore their antiarmor companies; increase the density of Javelin anti-tank and Stinger air defense systems across light formations; replace towed light artillery with wheeled, 155mm systems like the French Caesar or German RCH-155; reverse the deactivation of divisional air cavalry squadrons; and arm divisional UH-60 assault helos with the Hellfire antitank missile system.Stryker brigades should be converted into true heavy brigades, perhaps with reconditioned M1 Abrams tanks and M2 Bradley fighting vehicles that are now in storage. Hundreds of earlier variants of the M1, M2, and M109 self-propelled howitzer are stored at Sierra Army Depot in Nevada. Should Stryker brigades be retained, they should include an armor battalion, similar to Russian motor rifle brigades. Heavy brigades should be upgraded with the M1A3 Main Battle Tank and M2A4 Infantry Fighting Vehicle as soon as possible.Army divisions should field a general support 155mm artillery battalion in addition to the artillery battalions providing direct support to the maneuver brigades. All brigades and divisions should include air defense and electronic warfare units, as well as dedicated drone formations with trained operators at every echelon from company to division.America has not fought a high-intensity war against heavy forces since the Gulf War, when it enjoyed crushing superiority in all domains. Today that superiority now longer exists.Touted as a move away from a GWOT-focused Army to one more focused on “lethality” and better suited to the Indo-Pacific region, current changes in fact cut deeply into the Army’s ability to hit hard and mass combat power. An America optimized to fight in only one theater is an America content to be a regional but not a global power—a recipe for decline. In the real world, challenges erupt suddenly and unexpectedly (think December 1941, June 1950, October 1963, August 1990 and September 2001). True national security requires a flexible and adaptive Army trained and equipped for sustained, intense combat at the high end of the spectrum of conflict. This means mobility, protection and firepower in all Army formations.In a word, light is not lethal. It’s time for a rethink.
From Defense One.
What does this analysis get right?
Camp Humphreys is 40 miles (64 km) south of the former base in Seoul and about 60 miles (97 km) from the Demilitarized Zone that divides North and South Korea. That puts the base about twice as far from North Korea as its predecessor, one of the main reasons for the move. While the new location moves the bulk of U.S. troops out of the range of North Korean artillery, the North Korean military has developed large caliber rockets and ballistic missiles, as well as a nuclear capability, capable of reaching Camp Humphreys.
Camp Humphreys is 143 miles from Busan Naval Base, which is less than three hours away for wheeled vehicles (or by train) and less than four hours away for tracked vehicles by road. It would take another hour to the DMZ for wheeled vehicles and another hour and twenty minutes for tracked vehicles by road. So, it would be a full seven days of travel from Hawaii to the front by sea, assuming that no detours were necessary to avoid attacks in contested maritime waters, and however long it took to load and unload the forces onto their sealift, to make sealift arrangements, and to decide to deploy them.
The Marines from Okinawa make take a couple of day to arrive by sea with heavy equipment and reach the front.
01 June 2025
Some Fantasy Maps
Venus with as much water as Earth.
Los Angeles and Orange County if the ice sheets all melted.
Ancient India
Adam's Bridge Between India and Sri Lanka Before 1480.
Alternative Europe in the 1960s if the Axis would've won the Second World War


















