Showing posts with label geography. Show all posts
Showing posts with label geography. 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.

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.

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?

Sufficient armor to protect troops against small arms fire and IEDs does make sense. The “infantry squad vehicles”—essentially, unarmored dune buggies without heavy weapons, indeed don't make sense. They utterly unprotected against even rain or hail or dust or snow or children throwing rocks. They have no weapons of their own and don't have storage capacity to carry squad scale heavy weapons or medical supplies. And, they concentrate a whole squad in a tiny space where a single grenade or volley of automatic weapons fire or IED can kill all of them in one blow. It isn't particularly capable off-road (unlike, for example, the Humvee). The only thing that recommends an infantry squad vehicle at all is that it is faster than walking. Using that as the core model for 14 of 31 Army Brigades is indeed nuts. Maybe one or two brigades of them for paratrooper type deployments into very lightly armed theaters might make sense, but these are, indeed, far too light for almost any conceivable conflict. 

These units aren't even really heavy enough to take on civilian drug cartels (as President Trump has urged the Army to make a priority). U.S. police SWAT teams routinely use more armor and heavier weapons to take on tiny domestic drug dealing gangs in U.S. cities, and protesters without firearms, or a single violent boyfriend and husband or mass shooter with a handful of small arms none of which is more than 0.45 caliber.

Cutting close air support from helicopters with missiles doesn't make much sense either.

But, how can you think that the future of near peer ground warfare lies with heavy tracked tanks and infantry fighting vehicles after having seen how the Ukraine War has played out. The author of this piece forgets that the U.S. Army deliberate fielded few main battle tanks in Kosovo due to its mountains, and that it took many critical weeks to ship them by boat and train to the front in all of the conflicts in which the U.S. has been involved since the Gulf War, despite the fact that the pace of modern warfare has not gotten slower.

Strykers and MRAPs were adequate in the main U.S. wars since the 2000s, the firepower of the main M1 Abrams tank has not been very useful, tank v. tank warfare is basically no longer a thing, and guided missiles like anti-tank Javelin missiles, Hellfire missiles, and TOW missiles have all delivered much more firepower per pound, with greater precision, at equivalent or longer ranges than the main guns of tanks. Traditional tanks like the existing Abrams and traditional infantry fighting vehicles like the Bradley, have no air defenses and no anti-drone weapons, are challenging to operate in tight urban warfare and mountain warfare settings, and aren't particularly mine resistant.

Another lesson of the wars that the U.S. has fought in the last 25 years is that off-road capabilities, where tracked vehicles are a bit faster than off-road capable wheeled vehicles, are rarely used in practice. But the tracks vehicles slow down their entire units, and because they are profoundly less fuel efficient, require more, completely vulnerable fuel tanker trucks to be sent to supply them (and those tanker trucks can't go to the off-road places that the tracked vehicles can). In wars where the front lines are often ill-defined, this is a huge problem.

As for howitzers, either towed or self-propelled, tracked or wheeled, there are also problems. Their range is only 12-24 miles. They are very heavy relative to their firepower. And, they aren't very accurate, so its takes multiple rounds to destroy a target. Mortar systems are even worse in basically every respect. Guided missile systems like HIMARs, or like or Hellfire and Javelin and TOW missiles, produce equal or greater results, with much more accuracy, at longer ranges which enemy artillery can't reach.

We need a middle ground. Yes, Army units should have heavy and lethal weapons like grenade launchers/canons, heavy machine guns, anti-tank missiles, and anti-aircraft missiles. But, for just about anything more than 50mm rounds, guided missiles or handheld recoilless rifles (e.g. for breaching bunkers or fortifications) are superior to tank shells and artillery shells.

Also, yes, they should mostly have sufficient armor to protect against shrapnel and small arms fire, and provide force protection to resist land mines and IEDs. But trying to use heavy armor to protect military vehicles against dedicated anti-armor weapons is generally futile. In Ukraine, every single type of armored tank or infantry fighting vehicle, former Soviet and Western alike, has taken extremely heavy losses no matter how strong their armor was. Against these threats, the options are to either run and hide so as not to get hit, or to employ active defenses like Israel's Trophy system, or lasers, or ground based versions of the Navy's Phalanx close in weapons system, or electronic warfare tools that disrupt the guidance systems of cruise missiles and drones.

And, finally, except in extremely niche roles in very small numbers, wheeled vehicles are superior to tracked vehicles. They are lighter. They can still handle many off-road condition. They are much faster. And, they are much more fuel efficient.

A new off the shelf JTLV, which weighs about half of the original M2 Bradley (which means that you can deploy them in twice the numbers in the same time and with C-130 aircraft that can't transport a Bradley), has about the same fire power as the Bradley, and is similarly or more protective against forces without anti-armor weapons. Both are equally vulnerable to forces with anti-armor weapons. And, the JTLV is 50% faster and has a much lighter logistics trail (it needs much less fuel per mile than a tank or a tracked infantry fighting vehicle) and is cheaper. Yes, it carries fewer infantry to dismount, but this is made up for by allowing units to field twice as many of them.

Looking at how Strykers perform against armor is a straw man argument. Strykers aren't meant to primarily be tank destroyers, any more than it makes sense to send masses of dismounted infantry up against a machine gun nest for no cover. Their carried soldiers need anti-armor weapons (like the Javelin missile, or TOW missiles) that have a range longer than the range of a tank, or other systems to support them, like helicopters or drones armed with anti-tank weapons need to be deployed as tank destroyers.

Current U.S. military doctrine is based upon the assumption that U.S. forces will quickly gain air superiority, and will then use that air superiority to destroy enemy armor and artillery, before U.S. ground forces move in. Strykers aren't supposed to enter the field of battle until the armor, that they indeed don't fare well against head to head, are dispatched, and especially not a close range without at least anti-tank weapons for their dismounted infantry.

The Ukraine War, Houthi attacks on shipping, and recent clashes between Israel and Iran, however, have demonstrated that gaining air superiority and dominance may not be possible in every case, particularly against longer range guided missiles and one way armed drones. Traditional anti-aircraft weapons, meanwhile, are optimized against manned helicopters and fixed wing attack aircraft, not numerous cheap, deadline guided munitions that blur the line between armed drones and guided missiles. Against a "near peer" force, slow and heavy main battle tanks and infantry fighting vehicles, with big, vulnerable logistics trains are targets and not assets.

The U.S. Army does need to increase air defenses and drone defenses across the force. And, the U.S. military should seriously consider switching out more vulnerable and slower attack helicopters as close air support providers, for more robust and faster dedicated close air support aircraft to replace the A-10, and drones, in addition to traditional fighter aircraft designed primarily for air to air combat, and bomber aircraft, at high altitudes, dropping "smart" bombs.

The U.S. Marine Corps has learned these lessons. It has ditched its tanks and howitzers, but kept integrated fixed wing fighter aircraft and armed helicopters to support them. 

The U.S. Army hasn't yet fully woken up to these realities and is still trying to fight World War II and the Korean War.

The Foreseeable Conflicts

It also bears noting that wars against China and Russia, which the author identified as the threats against which the U.S. Army needs to be prepared, are two very different things. 

Plausible Russian Scenarios

The Ukraine War has given us a sneak preview of what a war in Europe with Russia would look like. The Ukraine War also means that Russia's resources to fight a large scale conventional war will have been profoundly reduced. And, any plausible conflict with Russia would be fought not by the U.S. alone, but with all of its European NATO allies. 

Tanks have been destroyed at high rates by both sides in that conflict and their main guns have been very unimportant in that fight. 

Conventional howitzers received heavy use early on, because that is what was available to Russia and Ukraine at first. But now, 70%-80% of the damage is done with armed drones, missiles, snipers, and machine guns do a fair amount of the rest of the damage, and while artillery does still play a significant role in that conflict (because the supply of drones and guided missiles is more limited) it is steadily decreasing as artillery batteries are destroyed (the Russian's have lost more than two-thirds of their's so far and lose more almost every day), while supplies of drones are being replenished (since replacing lost howitzers is much more difficult). Further, artillery resources have not given either side enough of an edge to budget the current territorial front lines for years. 

And, if the U.S. and NATO, unlike Ukraine, were able to overwhelm and defeat Russian air defenses (which their guided munitions, satellite intelligence, stealth aircraft, and medium range artillery missiles would all help facilitate), Russia would be in a much worse position in terms of conventional warfare. Still, one might try to argue despite this for heavier U.S. Army forces.

Plausible Chinese Scenarios Don't Heavily Implicate The Army

In contrast, there is no sensible scenario in which U.S. forces invade any significant part of mainland China with a plan to hold it and rule it for any significant length of time.

The U.S. missions in the Indo-Pacific theater, vis-a-vis China, are to (1) protect Taiwan from being invaded, (2) protect the Philippines from maritime harassment or subjection by China, (3) to protect Hawaii, Alaska, and the U.S. territories in the Pacific (e.g. Guam and the Northern Mariana Islands) from invasion or embargoes, and (4) to protect Japan and South Korea and other allies in the region from Chinese attacks or intimidation.

A threatened invasion of Taiwan is the dominant concern among those possibilities. And, mostly, the U.S. role would to be employ the U.S. Air Force, the U.S. naval aviation, U.S. surface combatants with anti-ship missiles, U.S. attack submarines, and naval and air force resources from Japan, South Korea, and Australia, and possibly other U.S. and Taiwanese allies, to sink as many invading Chinese ships and destroy as many Chinese aircraft as possible, in support of Taiwanese forces on the ground, and to destroy the facilities on the coast of China from which those forces are deployed without occupying them on a medium or long term basis. 

The U.S. Marine Corps, based in places like Okinawa and Guam would play the leading role in reinforcing Taiwanese ground troops on the island of Formosa and nearby islands. In part, this is because the U.S. Army with the help of U.S. Air Force  and allied transport planes going into a contested airspace, and painfully slow U.S. Navy transport ships going into a contested maritime space, wouldn't be able to arrive in meaningful numbers in sufficient time to make a difference (especially their heavier forces which would have to come from South Korea, Hawaii, Alaska, and the West Coast of the mainland U.S.). 

And, invading Chinese forces that did manage to make it to Taiwan, would most likely be light infantry, because all or almost all of the ferries carrying heavy Chinese armor would likely be sunk by a barrage of air, sea, and land sources missiles, torpedos, and sea mines while crossing the 100 mile straight to Formosa from the Chinese mainland. U.S. special forces or Marines might briefly set foot on the Chinese mainland to destroy an airport or a port or a military base or to disrupt the supply chain of the Chinese forces, but they would most likely bug out as soon as their narrow and destructive mission was accomplished.

Taiwanese forces would be doing the heavy lifting to fight any Chinese forces that managed to cross the straight and in dealing with inbound Chinese missiles and armed drone with whatever anti-drone and anti-missile defenses they could muster. In any conflict where U.S. Army ground troops were doing more than just tipping the balance slightly in an evenly matched fight between invading PLA troops and Taiwanese defenders, their role would be a lost cause, and would need to happen in a matter of days, before PLA victory became a fait accompli. Artillery or tank duels between the U.S. Army and the PLA are highly unlikely.

All of which is to say that the Army's case that its forces need to be heavy armored forces to engage in a ground war with China doesn't stand up to close scrutiny. Even if the Army is able to secure the long range fires with a 1,000 mile range that it is seeking in defense procurement fights, that wouldn't matter. Hawaii is about 5,250 miles away from Taiwan. Alaska and the U.S. mainland are farther away. 

South Korea is about 830 miles away from Taiwan (about 28 hours or more by U.S. Navy transport ships once at sea through highly contested waters) and this distance would put it barely within striking distance with missiles with ranges almost three times as great as its current longest range option (which is in short supply). This is also too far for the Army to deliver its troops by helicopter without midair refueling in the face of very vigorous Chinese air defenses.

Okinawa, which has mostly Marines and Air Force and Navy personnel, is 400 miles away from Taiwan (which is still 13 hours away on an amphibious assault ship through hotly contested waters). Guam is about 2,750 miles from mainland China and has naval and air bases, but no meaningful Army or Marine Corps presence.

There are no U.S. military based on Taiwan itself, so it has almost no prepositioned troops or heavy military equipment there, and it doesn't have the depth of a relationship with local military forces that it does in Japan and South Korea either.

Plausible Scenarios Against North Korea

Really, the only plausible scenario in which U.S. Army forces would be engaged in ground combat with heavy opposing forces in Asia would be in North Korea, defending South Korea together with its own forces and with support from Japan and from other branches of the U.S. military. This would be a profoundly different kind of conflict than the conflicts against China or Russia that the author references.

North Korea may be armed to the hilt, but it is still a small country and its forces are hollow. And, it would be facing adversaries who had been planning for this moment for decades.

The Second Division of the U.S. Army, which is the main U.S. combat force stationed in South Korea (in addition to about 8,000 airmen), is divided between an artillery brigade with armored, tracked M270 multiple rocket launchers, and a combat aviation brigade with a mix of Apache AH-64 gunships, an assault regiment of troops deployed in UH-60 Blackhawk helicopters, and a regiment of general support transport helicopters, as well as some larger reconnaissance and armed drones.

The Seventh Air Force stationed in South Korea consists of two fighter wings with three squadrons of F-16 fighter aircraft and one squadron of A-10 attack aircraft.


There are about 300 sailors at a U.S. naval base in Busan, which is about 4,860 miles from Hawaii (about 162 hours by naval transport ship, in addition to time to travel from Busan to the DMZ over land). So, it would take more than a week to get more U.S. Army soldiers and equipment to South Korea that could not be air lifted (although the Marines in Okinawa would be much closer, about 25 hours by ship to Busan plus addition time to the front over land).


There are about 100 Marines and about 100 special operations forces and 20 Space Force "guardians" at the Army base there (Camp Humphreys) that also houses the 20,000 U.S. Army soldiers who are not special forces, and the U.S. Air Force base with 8,000 airmen.
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.


An alternative map of Europe shows post-World War II without Germany. It was never realized, however, plans existed to eradicate Germany from Europe, like Theodore N. Kaufman, who was an advocate of the territorial dismemberment of Germany and the sterilization of the Germans. His book "Germany Must Perish!" was published in 1941.


Alternative Europe in the 1960s if the Axis would've won the Second World War


The state boundary of the states of the United States of America when measured at natural geographical points



The Moon compared to North America.


The Last Glacial Maximum




These maps represents what North America looked like 75-77 million years ago compared to its present shape (the black lines mark the outline of the continent as we know it today). At that time, Canada's Atlantic provinces were part of a large landmass known as Appalachia, while the west coast had not yet been integrated into the continent. All this is a consequence of the movement of tectonic plates. During the Cretaceous Period, the two main landmasses were Laramidia and Appalachia, separated by the Western Interior Sea. The existence of these regions has been confirmed by fossil analysis, which shows distinct species in each. The separation of the continents is explained by tectonic activity, and marine sediments confirm the presence of the sea that divided the two landmasses. Geological maps are created by combining fossil remains, analysis of geological formations, and simulations that allow us to reconstruct the tectonic movements and arrangement of the continents at that time.


Antarctica without its ice.


If the Mediterranean and Black Seas were in North America.


A mish mash map.


Map of Doggerland at its near maximum extent c. 10,000 years Before Present (~8,000 BCE) (top left) and its subsequent disintegration by 7,000 BP (~5,000 BCE)

28 April 2025

Christianity's Prospects

Globally, Christianity faces different issues in different places. In Europe (including heavily colonized formerly British Australia, New Zealand and Canada), in the U.S., and in South Korea and much of Asia, trends away from religion entirely are the biggest issue. In Latin America, the Catholic-Protestant divide is more prominent as Protestantism eats away at Catholicism although secularism is an issue too.

In the Middle East, North Africa, and much of the rest of Asia, the conflict between Christianity and Islam is center stage (except in Israel with its Jewish-Muslim conflict taking center stage and Christianity taking something of a bystander role).

As an aside, Iran despite being formally a theocratic Shi'ite Islamic state, is actually quite religiously divided and has surging levels of irreligion. This is atypical in predominantly Islamic countries which tend to be dominantly Sunni Islamic and more religious on average, by far, than predominantly Christian or Jewish countries. I have less of a finger on the pulse of the Sunni Islamic world and its prospects, however, than the religious tendencies of other parts of the world (despite having considerably more factual knowledge about Sunni Islam and these regions than the vast majority of Americans, even those with college educations). Secular, communist trends in predominantly Islamic places like Turkey, Egypt, Syria, and Iraq seem to have reversed.

Christianity in the U.S.

The continued decline "market share" of Christianity in the United States in the coming decades seems highly likely. It may drop to less than 50%, if not by the end of my life, during my children's lifetime.

This is almost certain to persist because young people are much less likely to be Christianity adherents than older people, so as older people die, the share of Christians falls, even in the absence of deconversion. 

This fall seems to be somewhat stalled in the last few years. But, there is a much lower tendency to convert to Christianity after leaving it than there is to deconvert from being a Christian. And, shifts in the percentage of people who follow a religion tend to follow a logistic curve, with the highest rate of change when the relative percentages of each category are most equal. 

We also have the precedent of Europe which is much less religious than it was shortly after World War II. So, this is almost sure to continue.

Of course, some new religious movement, more adaptive to current conditions, could change the picture dramatically.

Further, in accordance with the maxim that religions that protect threatened cultures thrive. Part of why Christianity declined in Europe is that most of those countries had state established religions which were particularly aligned with the secure, establishment culture, with exceptions like Ireland, where Catholicism was protecting Irish culture from English Protestantism, and Poland, where Catholicism was protecting Polish culture from secularizing communism.

White Catholics are on a trajectory close to that of White Protestant with steady decline associated with age, while Hispanic Catholics are on a different, more religious track, mirroring the predominantly Catholic but emerging Pentecostal trend of Latin America, as the establishment Catholicism with no culture to protect in Latin America loses it's shine but does better in the U.S. where it is protected Latin American immigrant culture.

In another illustration of this tendency, in the U.S. (and in Europe) religion thrives among recent immigrants whose homeland culture is threatened by the very different culture of their new homes, but fades as waves of immigrants assimilate.

The U.S. is more religious than Europe, in part, because it has never had an established religion, which left religious denominations from becoming as establishment, and in part, because it has such high levels of foreign born people who have non-U.S. cultures that are threatened in the new homeland that religion can protect.
 
The stall in deconversion is also related to the extent to which the large coalition of subcultures at odds with the establishment which is the Southern/Appalachian/rural subculture that is associated with the Republican party has members who find themselves in deep distress as their members are two to four times less economically productive than the members of the American establishment that is currently associated with the Democratic party, which is distinguished by its embrace of science, its acceptance of racial and ethnic diversity, its feminism, its acceptance of LGBTQ people, its acceptance of alcohol and recreational drugs, its globalism, and its lack of a culture of honor. 

Members of the Southern/Appalachian/rural coalition of cultures make up a third to half of the people in the United States. Its members are older than the rest of the U.S., whiter, less connected to the global economy, and more distrustful of science and education. One large share of them live in places that have very little racial, ethnic, religious, or immigrant sourced diversity. Another large share of them live in South and are deeply divided between conservative whites who identify as "American" and blacks who are the descendants of slaves and have not migrated to big cities who make up a large minority of the population.

Christianity in Asia

South Korea is one of most Christian nation in East Asia and Southeast, with about 23-31% who are Christian and about 60% who espouse no religion (historically classified by geographers and demographers as "Confucian" although younger generations may be less strictly Confucian than older generations).

Those only other countries in the region (and arguably these are Oceanian countries) with such a high percentage of Christians are East Timor which is 97% Roman Catholic (and 1% other Christian for a total of 98% Christian), the Philippines which is 79% Roman Catholic and 13% other Christian (for total of 92% Christian) with a notable Muslim minority.

Countries in East, Southeast and South Asia with smaller but significant Christian populations include Singapore which is 19% Christian (and about 31% Buddhist), the former territory of Hong Kong within China which is about 12% Christian, Indonesia which is about 11% Christian - about 8% Protestant and 3% Catholic (and 83% Sunni Islam), Brunei which is about 10% Christian (and 81% Sunni Islam), Malaysia which is about 9% Christian (and 63% Sunni Islam), the former territory of Macau within China which is about 9% Christian, Vietnam which is 8% Christian and 70% irreligious, Sri Lanka which is about 8% Christian and 70% Buddhist, Myanmar is 6% Christian and 89% Buddhist, Taiwan which is about 5% Christian and 35% Buddhist, China which is about 4% Christian and 65% irreligious, India which is about 2% Christian and 80% Hindu (with most of the rest split between irreligious people, Muslims, and a variety of other beliefs like Buddhism and Sikhism which originated there), Mongolia is about 2% Christian and 53% Tibetan Buddhist, Japan is about 2% Christian and about 77% a syncretic mix of folk Shinto and Buddhism. The rest of the region is less than 2% Christian.

Indonesia is a huge country with great regional variation, with Christianity being most common in Northern Borneo, West Papuan areas, and its smaller eastern islands, as well as regional pockets in its larger, eastern, predominantly Muslim islands (and with a notable Hindu enclave in Bali and a small Buddhist enclave in central Borneo).


Map from here.

In central Asia, Kazakhstan is 25% Christian and 70% Sunni Muslim, Turkmenistan is 9% Christian and 89% Sunni Muslim, Kyrgyzstan is 7% Christian and 86% Sunni Muslim, and Uzbekistan is 3% Christian and 90% Sunni Muslim.

Christianity in Africa

Islam is common in Africa in the Sahel, the Sahara, North Africa, and along much of its eastern coast. 
Map from here.

But Christianity is flourishing and growing in sub-Saharan Africa, which was historically animist. Twenty-seven Sub-Sarahan African countries (including Ethiopia and Eritrea) are majority Christian and many more have large Christian minorities or pluralities. It isn't unthinkable that Africa could be home to a plurality of Christians within the lives of my children.