Just posting my views of the moment on why the US will deal
with global warming differently than the the current path the other 1st world countries have taken so far.
A side comment: Yes the enviro insiders and change advocates need to discuss these issues and then how to facilitate their implementation. I see that it's been tough to get folks to use the thwink board. I don't know if I'm a test case for why there isn't more traffic or not, but my reasons for not seeking out folks to discuss sustainability with is that I'm tired of spending time chatting with the choir after spending many years with a large environmental organization in various leadership roles and seeing that this time maybe enjoyable but it's not in and of itself solving the actual problems. I agree that the scientific community must debate and spend time reviewing papers and issues which improves understanding and improves the hypothesis. For me, what would cause me to re-prioritize my time to this area is if I saw honest critical mass building and nitches where facilitation and expert advice could be offered and then have a reasonable likely hood of it being taken. I don't see this in the US and my prediction is that it won't happen in the same way as it's happening in AU. I may have an inaccurate view of the AU global warming dynamic: enviro groups to a less extent, general voters to a larger extent with low level politicians are speer heading the policy debate and decisions with the top gov leading a little and following alot. Summary: the common voter has a large role, a situation that I can't imagine here for many and wide ranging reasons.
My prediction for the US:
I've been thinking about the sustainability problem here in the US for about 5 years and my view of how and the players hasn't changed, but only has been reinforced by my recent few years of financial / stock market mechanics study.
- In the US every step (with no exceptions that I can think of) will ALL have a profit basis. My reasons are many. Just follow the money to start with. It only chases profit. The traditional Dualing loops roles is the the other major reason why profit will be the only reasons for when and what is adopted or ventured. If a friend of a friend can't be given special profit oportunities, the deals will move to areas where such recent deal priorities are possible. Baksheesh and corruption is alive and well with all three branches of government controlled by conservatives. Perhaps almost as much so when Dems where in charge too. Systems analysis should allow us to ignore the issues of repugnancy and morality and focus on just how things work and the path change must follow. IE the "evil-corporation" becomes a potential partner for change etc. This has been the toughest lesson for me to learn to trade stocks profitably. IE the system _is_ rigged, the SEC is not addressing the issues, more and more people are getting involved with market rigging, but if you look for the fingerprints and learn how the system works, then and only then can you trade profitably. Your biases must be left for the dinner table.
- Dualing loops inversion where the right decisions can get made: AU is ahead on this, where stopping uranium mining and reactors was driven by the past inversion of the roles in the loop where environmentalism, conservation of precious water caused the right decision of no new mines or reactors to be the rule of the day. BTW, the loop roles will revert in 6 months and there will be new mines and reactors in AU. The reversion will have the traditional reasons and loop roles for the out come. The remaining high leverage major force to slow this trend is drought and water shortage. AU is in a major and sever drought and is expected to worsen from climate change per the models. A resource consumption model is needed quickly to show that U mining and agriculture both are not possible with the shortage of water. The water issue may help keep the ideal loop roles in a balance.
- The US will enjoy inversion of the loop roles for dominance as profit based entrepreneur's attract venture and hedge money. It will be profitable as well as fashionable to do the right thing. This will happen sooner than a carbon trading system is enacted at the fed level. Local politicians and economic beneficaries will be allies and promote their projects via the business as usual market based mechanisms.
- The US having fewer political reasons for stopping nuclear will permit many new power plants. This is already happening below the radar. China and the other 2nd world countries (India, Brazil, Malasia etc) are also quietly making similar plans. This plan is based on Uranium miners who have nearly an unlimited amount of new cash from the stock market finding the necessary places via the dualing loops to get their decisions and permits approved, backed by the GE's who make reactors. Profit is the basis. If the same profit and cash was available from some other technology, that would be the path forward. Photovoltaic and wind has a miniscule cash flow in comparison to uranium and coal. Coal remember has not only the electricity generator companies to promote the current dualing loops relationship, but the mining companies and now the new darling of wall street the railroads. 50% of western railroad income comes from hauling coal. Buffet didn't buy 10% stakes in 4 railroads because he used the dart method to make is choices.
A path forward
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This is just my opinion and is not backed up by any literature search or seasoned debate.
- Systems analysis will be apart of the solution, but not in the scientific way that we might be hoping. My belief that doing and showing the benefits are the only way the US will utilize any aspect of the systems approach. Why? We're the MTV culture. Someone else will have to push the buttons and produce answers that are spoon fed to various actors. Forester's 1 year project on urban renewal I believe is the model.
- My view on high leverage points:
- Conservative leaders who are too old and past their peak to anything to loose by telling the truth must be inlisted as supporters of sustainability and analysis. Think: Greenspan. Then think in terms of high leverage: raise federal gas tax, tax on energy consumption. Greenspan (folks like him) are enlisted on the conservative pro-business side of the aisle to advocate a path toward higher economic efficiency through less energy connsumption. Fortunately there are many (un reported) conservative economists who support raising taxes on energy.
- Adventurous systems analyzers will have an impact when they get directly involved with for profit projects. To gain an edge for investment capital, the project sponsors must be baited with Green Washing and suit immunity of their project and investment. Remember the investment group in Texas who sought out the Sierra club and others to Green Wash their coal power plan construction program and private buy out of a power company?
- High name recognition leaders like Gore and especially conservatives too old to need to continue lieing need to be sought out. They need to use their names and reputation to enlist the current players in the dualing loop addiction machine. Model bills need to be authored by immunized players so the current players have the fall guy and are given an excuse that the country is being arm twisted and black mailed by evil doers in the mid-east and we must do these difficult things like: raise gas/energy consumption tax, reduce the budgets for co2 and SO2 emissions, raise cafe even more, government funding for low carbon solutions, sequester carbon from coal power plants.
- Environmental orgs have figured out the leverage point equation and have perfected the process by which they choose the tactic for addressing global and national in scope that is least effective. I don't see this changing for the broad based orgs. Focused and science based orgs like NRDC are well suited for adopting an analytical approach to achieving their desired goal. I see work with existing orgs to be low leverage and a very long process. They need to change first, then they can start effective work on the global scoped problems.
- The highest leverage I believe is the following:
- The highest leverage point for nuclear in 1st world countries is the free government provided disaster suit shield laws enacted in most countries. The Dems will need to chip away at universal coverage and limits.
- Coal is here, it provides 50% of the worlds electricity. Any discussion about climate change without solving carbon sequestration of existing plants is silly. All environmental org energy policy has not one mathematical equation showing economic doability. No one's dealing with carbon sequestration of existing plants. Get behind a technology, solicit the coal miners union support and funding and provide green wash and PR to move this solution forward. Math is impressive when you calculate how many wind mills or square miles of photovoltaic it takes to replace any significant percentage of coal generation. This is a high leverage area because it solves 50% of the world's carbon problem with one success.
- As an individual or small group of expert level systems analyzers, pick one or two fledgling companies who could be pivotal in the sustainability solution. Approach all players; investors, benefactors, the company management. Offer: - traditional consultation services for systemic approach viability of their technology (you've done this upfront and know the answer), Green washing and PR, if needed: with your self given seal of environmentalism you'd build coalitions with locals to create a suit immunity shield.
- In short; find the highest or at least a high profit potential that has a sustainability benefit, get behind that company and build a consultancy on green washing and guiding that project.
Isn't the later what the Engineering group in AU does and so validates my prediction for the way forward in the US?
In other words: environmentalists need to morph into venture capitalist consultants. Books, algorithms, approaches that are symbiotic to venture funding of solutions will be readily read and heralded on wall street and _actually_ facilitate US progress. In other words, think like the US, think short term profits and law suit avoidance. If you couldn't recommend the stock for a friends retirement portfolio maybe that isn't a solution that will work here after all?
FWIW, ethanol is now a good short play (a bet it will drop), all phases of uranium is a buy, photovolatic was hot 2 years ago but burned too many investors with one company leapfrogging the other that it's hard to pick the winner, wind doesn't have a pure play and is too small a market (IE cape cod NIMBYs), coal sourced syn-fuel was hot then cold and is getting hot again, coal gasification has no interest, the hydrogen economy had it's peak in a 1 hour 2 year old presidential speech. What's missing is: new ultra high efficiency appliances, ultra high efficiency home design that is written into local building codes, much higher CAFE mileage and emission requirements and the required technology, carbon sequestration from coal power plants. Notice there's too little going on that viably addresses the carbon emissions problem. This is where the new US environmentalist (capitalism opportunist) comes in.
Just my views on environmentalism (capitalism) VS the big problems in the US.
Curt Smith
