Tag Archives: global warming

Can Bankers Become Allies Against Climate Change?

The people who run the global financial system are beginning to recognize that “the stability of the Earth system is a prerequisite for financial and price stability”.


Bankers are easy to demonize. They are generally more interested in money than in people, and when they do show interest in people, it’s usually not the ones who are poorest and most in need of concern. On the contrary, they often align with large corporate interests that squeeze profits out of anyone they can victimize.

In short, if you approach the world from a moral perspective, you will often find bankers on the wrong side of the issues you care about. (At least in their role as bankers. In private life some may, for all I know, vote Green and write checks to the Sierra Club.)

But no matter how often they side with the dark angels, bankers are not themselves demonic. They are not into evil-for-evil’s-sake, and (unlike certain religious sects) they would rather not hasten the apocalypse. They just look at the world through a particular lens, and moral concerns have to bounce off several distant mirrors before hitting that lens.

Stability. One thing bankers do value is stability. Morally, that is sometimes a bad thing; it’s why they can be friendly to tyrants and skeptical of even the most justified revolutions. (In the lead-up to the Civil War, for example, few bankers were abolitionists, even in the North. Slaves represented a huge amount of capital, which collectively collateralized loans of enormous dollar-value. What would happen to the economy if all those people suddenly belonged to themselves, rather than to the owners who had borrowed against their value?) But stability is also a mirror in which they can see the threat of climate change: What could be more unstable than a world going through a climate catastrophe?

This week the Bank of International Settlements (described by the NYT as “an umbrella organization for the world’s central banks”) put out a report: The Green Swan: central banking and financial stability in the age of climate change. A lot of that report is full of banker-speak and is hard for non-bankers to read. But nonetheless I think environmentalists would do well to pay attention, because central banks could become allies in certain fights if environmentalists learn how to talk to them and recruit them. (The same might be said of generals, because the Pentagon also recognizes the dangers of climate change).

Perhaps more importantly, a lot of powerful people who don’t trust environmentalists or care about polar bears do trust bankers and care about the risk of financial collapse. Quoting the BIS (or the subsequent reports I hope to see from the Federal Reserve or the European Central Bank) will carry more weight with such people than quoting Bill McKibben or a report from the Environmental Defense Fund. Learning the language financial people use to express their climate concerns could help mobilize a larger coalition.

Background: black swans. One thing you need to understand about serious central bankers and macro-economists is that the Great Recession shook their confidence. A lot of them look back on the 2007-2008 collapse and think “Who knew that could happen?” Risks that they had been modeling as independent variables turned out to be correlated in ways nobody expected. So when the dominoes started to fall, the chain reaction went much further than anyone would have predicted.

That experience has led to interest in what have become known as “black swan events“. Black swans are an old metaphor for a simple fallacy: If you see a large number of things that look very similar (white swans), you start to assume that something radically different (a black swan) is impossible. But in fact black swans do exist. The term was popularized in financial circles by Nassim Nicholas Taleb, who had the good timing to publish The Black Swan: the impact of the highly improbable in 2007.

The simple version of the black swan fallacy is that just because you’ve seen a lot doesn’t mean you’ve seen it all. You may feel confident because your data goes back 50 years, but what if there are catastrophic events that only happen every 100 years or 500 years?

The more complex version of the black swan fallacy is that statistical analysis often assumes that risk variables obey a normal distribution when the distribution actually isn’t known. That mistake can make extreme events seem far more improbable than they actually are. (When you hear statisticians talk about “long tails”, that’s what they mean.) Maybe something you’ve modeled as a once-in-500-years event is actually a once-in-40-years event that is overdue to happen.

Worse, there is a difference between risk and uncertainty. A risk is something that can be known and modeled. (A insurance company is taking a risk when it sells me life insurance, because I might die before I pay enough premiums to make them a profit. But the odds of a man my age dying in some particular future year are well understood.) Uncertainty is something you just don’t know. (Will Trump wind up in a war with Iran? How could you attach a number to that possibility?) Modeling something as a risk when it is actually uncertain can fool you into thinking you understand things much better than you do.

Green swans. One big problem climate-change activists have is that they are predicting things no living person has seen before. So rather than sober risk-managers, they can sound like religious fanatics. After all, somebody is always predicting the end of the world, and yet here we are.

We’ve seen a lot, so we think we’ve seen it all. And we’ve never seen Iowa turn into a desert or Miami get swallowed by the sea. (Until recently, though, we’d never seen Australia on fire either.) A very natural human response to such predictions is to say “That never happens.”

So the first challenge the BIS report has to overcome is its readers’ temptation to write the whole thing off as Chicken Littleism. That’s the point of its key image: the green swan. Green swans, like black swans, are unprecedented and largely unpredictable shocks to the system. But they don’t just surprise us because we’ve mis-estimated their probability; rather, they surprise us because we’ve entered new territory that we don’t really understand.

A green swan … is a new type of systemic risk that involves interacting, nonlinear, fundamentally unpredictable, environmental, social, economic and geopolitical dynamics, which are irreversibly transformed by the growing concentration of greenhouse gases in the atmosphere. Climate-related risks are not simply black swans, i.e. tail risk events. With the complex chain reactions between degraded ecological conditions and unpredictable social, economic and political responses, with the risk of triggering tipping points, climate change represents a colossal and potentially irreversible risk of staggering complexity.

Two kinds of shocks to the system. Green swan events are of two major types: physical shocks and transition shocks. A physical shock is something that happens in the natural world: fire, drought, flood. Normally such things happen on a local scale that local systems can more-or-less take care of. But climate change could cause much larger physical shocks; for example, if a major ice sheet slid into the ocean all at once, raising sea levels suddenly rather than gradually. Think about this not from a human perspective, but from a central-bank perspective: Port facilities around the world all get wrecked at the same time; all the beachfront property in the world has suddenly dropped in value; banks that hold mortgages on that property are insolvent, as are insurance companies. As in the Great Recession, the financial dominoes start falling; you can’t pay me, so I can’t pay the other guy, and bankruptcies cascade to people and businesses nowhere near the ocean.

A transition shock is the market’s sudden revaluation of some class of assets, maybe because of a new government policy (like a carbon tax) or because some herd instinct causes investors to all change their minds at the same time. Dealing with climate change is going to involve revaluing a lot of assets. The biggest example is the value of fossil fuels still in the ground. Energy companies carry those assets on their books and value them at trillions of dollars. But if the world gets serious about climate change, most of those fuels will never be burned, so they’re not worth much at all. What happens to the world financial system if trillions of dollars of assets are suddenly worthless?

The two kinds of shocks trade off against each other: If we transition to a low-carbon economy quickly, we’ll see fewer physical shocks, but more transition shocks. If we move slowly, there won’t be so many transition shocks, but bigger physical shocks are coming.

The tragedy of the horizon. This is another bit of econo-speak that environmentalists can use. Every economist understands the “tragedy of the commons”, when a shared asset gets ruined because each individual can profit by overusing it.

So like “green swan”, the “tragedy of the horizon” plays off a well-understood concept. This time, the tragedy is that typical financial analysis happens on a timescale that minimizes climate effects. This is a “tragedy” because there’s no villain; financial analysis just isn’t trustworthy over long timescales, so practical people have learned to ignore it. (Example: Estimates of next year’s US federal budget deficit are usually pretty good, but nobody believes the ten-year estimate.)

This is what Mark Carney (2015) referred to as “the tragedy of the horizon”: while the physical impacts of climate change will be felt over a long-term horizon, with massive costs and possible civilisational impacts on future generations, the time horizon in which financial, economic and political players plan and act is much shorter. For instance, the time horizon of rating agencies to assess credit risks, and of central banks to conduct stress tests, is typically around three to five years.

One challenge the BIS report sets for the financial community, but does not solve itself, is how to overcome that tragedy. To appreciate the full scope of climate change, you have to look 50 or 100 years into the future. A climate plan that just tells us how to get by for the next ten years is all but useless. But how can that kind of thinking interact with models of inflation or unemployment or GDP that are pure fantasy at those timescales?

Epistemological breaks. A lot of the subtext of the report is that bankers are going to have to get used to living with uncertainty. Climate change is a large-scale multi-disciplinary problem that doesn’t lend itself to the kind of precise econometric modeling a central banker would like to see. (An unpredictable drought may cause an unpredictable migration of refugees and an unpredictable glut in the labor market of the sanctuary country.)

The term the report uses for this is the “epistemological break”. In other words: the way you’ve been thinking about things just doesn’t work any more. The kind of “knowledge” you’re looking for doesn’t exist.

The report calls for two epistemological breaks: First, to place less importance on predictive analysis based on past data (i.e., next year’s earnings estimates), and instead to stress-test against a variety of forward-looking scenarios (i.e., how would this bank do in case of a sudden jump in the cost of carbon emissions?).

[T]raditional approaches to risk management consisting in extrapolating historical data based on assumptions of normal distributions are largely irrelevant to assess future climate-related risks. Indeed, both physical and transition risks are characterised by deep uncertainty, nonlinearity and fat-tailed distributions. As such, assessing climate-related risks requires an “epistemological break” (Bachelard (1938)) with regard to risk management. In fact, such a break has started to take place in the financial community, with the development of forward-looking, scenario-based risk management methodologies.

And second, to be proactive in pushing both governments and the private sector to implement carbon-limiting policies.

Whereas they cannot and should not replace policymakers, [central bankers] also cannot sit still, since this could place them in the untenable situation of climate rescuer of last resort

Central bankers like to portray themselves as “above politics”, but they certainly express opinions about taxes and deficits; they should do so about climate policy as well. (The report regards some form of carbon tax or carbon pricing as a no-brainer. Governments should do at least that much.)

So what’s a central banker to do? Typical central banking picks up the pieces after disasters happen. That’s what banks and governments did after the Great Recession: bought up troubled assets and created a lot of new money to get economies rolling again.

The report says that won’t work as a green-swan policy, because of the “limited substitutability between natural capital and other forms of capital”. In other words, if the Earth stops producing the stuff humans need to survive, giving people money won’t help. In a limited disaster, money allows the people affected to import resources from elsewhere. But in a global disaster, there is no elsewhere.

Central banks’ main power is in creating money and setting interest rates, but they also regulate the banking system, which in turn influences the companies the banks deal with.

The ways in which accounting norms incorporate (or not) environmental dimensions remains critical: accounting norms reflect broader worldviews of what is valued in a society (Jourdain (2019)), at both the microeconomic and macroeconomic level. From a financial stability perspective, it therefore remains critical to integrate biophysical indicators into existing accounting frameworks to ensure that policymakers and firm managers systematically include them in their risk management practices over different time horizons

The report (in some of its more technical passages, which may have gone over my head) proposes a number of ways central banks might use this power to change the economy as a whole. By defining new measures of sustainability and demanding that client banks report those measures, a central bank can alter the overall financial culture, with the result that “climate-related risks become integrated into financial stability monitoring and prudential supervision”.

[A] systematic integration of climate-related risks by financial institutions could act as a form of shadow pricing on carbon, and therefore help shift financial flows towards green assets. That is, if investors integrate climate-related risks into their risk assessment, then polluting assets will become more costly. This would trigger more investment in green assets, helping propel the transition to a low carbon economy (Pereira da Silva (2019a)) and break the tragedy of the horizon by better integrating long-term risks

Adding up to this:

Faced with these daunting challenges, a key contribution of central banks and supervisors may simply be to adequately frame the debate. In particular, they can play this role by: (i) providing a scientifically uncompromising picture of the risks ahead, assuming a limited substitutability between natural capital and other forms of capital; (ii) calling for bolder actions from public and private sectors aimed at preserving the resilience of Earth’s complex socio-ecological systems; and (iii) contributing, to the extent possible and within the remit of the evolving mandates provided by society, to managing these risks

What’s it mean for us? The direction of the world seldom changes all at once, and different sectors catch on at different rates. As different segments of society change their minds, it’s important to let them do so, and to encourage them. Each will have its own language for talking about its new ideas, and they can’t be expected to learn our language just because we got there first.

During the transition period, people whose worldview comes from that sector will have both the new frame and the old frame in their minds simultaneously, and either can be activated depending on how you approach them. (This is similar to what George Lakoff says about swing voters. It isn’t that they have a well-worked-out in-the-middle worldview; it’s that their minds contain both a liberal frame and a conservative frame. Depending on how they are approached, one frame or the other will be activated.) If you want to get such people on your side, it helps if you learn the language of their new frame and bypass obsolete arguments, rather than sticking with the old terminology and insisting on winning those arguments.

Looking for President GoodClimate

Wednesday, CNN devoted its entire primetime schedule to letting voters question ten leading Democratic presidential candidates (the same ten who qualified for the debate this Thursday) about their plans for dealing with climate change. I didn’t spend the full seven hours sitting in front of my TV, but I did read all the transcripts, which you can find here.

I suppose it was naive of me to hope that these townhall Q&A sessions would settle which candidate would be the best president for the climate. You may come away with a different impression, but mine was that none of the candidates eliminated themselves and none stood head-and-shoulders above the others. All agreed that climate change is a serious problem that requires significant action, and that taking that action is going to be difficult. None put forward the fossil-fuel industry talking points that you would hear in a comparable Republican setting: climate change is a hoax, the climate is always changing, nothing can be done to stop the climate from changing, doing anything will be too expensive, or the US should wait for other nations to do something first.

The things they disagreed about were fairly technical: a carbon tax vs. a cap-and-trade system vs. direct government regulation; exactly how much should be budgeted for fighting climate change and where it should come from; whether nuclear power plays any role in our post-fossil-fuel future; how much sacrifice should be expected from the average person; how to mitigate the sacrifices asked of vulnerable populations; and so forth.

In short, any of the ten would contrast strongly with Trump’s positions on the issue. (To the extent that Trump has done anything about climate change, he has opted to make it worse: pulling out of the Paris Accords, trying to roll back Obama’s automobile-gas-mileage standards, rolling back limits on power plants burning coal, rolling back regulations on methane leaks, and so on.) But which of them would be the most effective president for fighting climate change?

Reading the transcripts told me less about the candidates that it did about myself and what I’m looking for. I think that President GoodClimate has to jump several very different hurdles. He or she needs to have:

  • a vision
  • a plan that carries out the vision
  • a message to rally the public behind the vision and the plan
  • the ability to leverage the vision, plan, and public support to push Congress to pass the needed legislation and appropriate the needed money
  • the ability to use the gravity of the crisis, the example of US action, and US soft power to push other nations into action.

Jumping each hurdle requires a different skill-set; we need a president who can jump them all.

The vision and the plan. The example everyone uses for this is President Kennedy setting the goal of landing a man on the Moon by the end of the decade. Kennedy announced that vision in 1962, and it came to fruition right on schedule in 1969.

The reason this is a good parallel is that Kennedy himself had no idea how to land a man on the Moon, and in fact no one did at the time he set the goal. New techniques and technologies had to be invented for the project to succeed. At the same time, though, he managed to set a goal that was realistic. If he had announced that we would land a man on the Moon by Christmas, it wouldn’t have happened. And when Christmas came and went with no Moon landing, public enthusiasm for the whole project might have waned.

Those advances would not have happened, though, if Kennedy (and President Johnson after him) hadn’t put serious resources into making them happen. Also, the plan involved immediate action as well as speculative research. Project Mercury was already underway, and John Glenn had orbited the Earth earlier that year. When NASA had a serious setback (the cabin fire in 1967 that killed the crew of Apollo 1 during a ground exercise), the country had the tenacity and commitment to continue.

So what I’m looking for in a climate vision and plan aren’t just the most ambitious goals and the highest price tag. The vision and the plan have to ring true in some way that is hard to define. The plan needs to reach beyond what we know how to do right now. (For example: If we’re going to generate much, much more of our electricity from wind and solar, we’ll need better ways to store power on windy and sunny days.) But it can’t reach so far beyond that it loses credibility. And it has to start by ambitiously doing the things that we already know how to do; we can’t twiddle our thumbs and then depend on some magic invention appearing in the nick of time a decade from now.

An aside on cheeseburgers. It’s predictable what’s going to happen when the next president announces his or her X-trillion-dollar climate plan, which also puts limits on the fossil-fuel industry, raises the cost of certain environmentally costly consumer goods, and bans others entirely: Fossil-fuel companies (both in their own voices and by funding unofficial spokesmen behind the scenes) will become advocates for “freedom”, and there will be either a real or astro-turf uprising against this “government overreach”.

You could see this already in the questions in the CNN forum. Several candidates had to answer questions more-or-less like: “Am I still going to be able to eat cheeseburgers?” Plastic straws and incandescent light bulbs also came up. The-government-is-coming-for-your-cheeseburgers has been a very effective pro-carbon argument.

The right answer to this challenge is multi-faceted, and it’s hard to make all the points at once. Part of the answer is to invoke the seriousness of the problem and shame the triviality of the question: Do you really want to condemn your grandchildren to a Mad-Max hellscape so that you can keep eating cheeseburgers, burning inefficient lightbulbs, and using plastic straws? The World War II generation accepted gas-rationing and a number of other artificial hardships to save the world from fascism. Is there nothing you’re willing to give up for future generations?

The second facet is to bring the question back to reality. Yes, the carbon footprint of a cow is much greater than a comparable weight of chickens, or a potato patch. So yes, as a country we need to shift our eating habits so that we consume less beef and dairy. But that doesn’t mean we have to ban cheeseburgers. Maybe a cheeseburger becomes more expensive. Maybe it turns into an occasional treat rather than a staple of your diet. But the government is not coming for your cheeseburgers.

Third, the crimps on your personal lifestyle are going to be a small part of a much bigger change. You’re not going to have to bear the whole sacrifice. This is what Elizabeth Warren was getting at in her answer to the cheeseburger question:

This is exactly what the fossil fuel industry hopes we’re all talking about. That’s what they want us to talk about. … They want to be able to stir up a lot of controversy around your lightbulbs, around your straws, and around your cheeseburgers. When 70 percent of the pollution of the carbon that we’re throwing into the air comes from three industries.

And finally, we’re going to try to be smart about this, so that changes will be as painless as possible. Lightbulbs are actually a good example in this regard. When the Bush administration decided to change the nation’s lightbulbs, it didn’t just ban incandescent bulbs overnight and make us light candles or sit in the dark. The wasteful bulbs are off the shelves now (at least until Trump finds a way to bring them back), but instead we have better bulbs: longer-lasting, cheaper to operate, and so on.

Beto O’Rourke, for example, expressed his confidence in the ingenuity of American farmers and ranchers to produce the same foods with a smaller carbon footprint. (I don’t doubt that he’s right about that, but I question whether it will be enough.) And yes, today’s paper straws aren’t as good as plastic straws. But is it truly beyond the limits of science to make an equally good straw out of paper or some other biodegradable material?

Or take cars. I drive a 100,000-miler hybrid Honda Accord. My current tank of gas is getting over 45 miles per gallon, and that’s not unusual. If government standards had insisted on 45 mpg decades ago, everyone would have been forced to drive underpowered subcompacts. But I don’t suffer from a lack of room or pep in this car. Similarly, today’s all-electric cars won’t take you as far in a day as most of us would like go on a long driving trip. But someday soon they will. A future of electric cars powered by wind and solar doesn’t mean we’ll have to give up on driving the family to Yellowstone.

Rallying support. So anyway, President GoodClimate is going to face well-funded resistance that will appeal to people’s fears and resentments. Combating that is going to require a lot of political skill, simultaneously shaming people out of their petty self-centeredness and inspiring them to take on the challenge of saving the world.

Who’s up to that? Who can create not just a vision and a plan, but a message that raises public enthusiasm around implementing the plan, even if it requires some sacrifice?

And suppose the public does support the plan. That doesn’t necessarily mean Congress will pass it. We see that now in gun control. Universal background checks (which might have stopped the recent Texas shooting) are ridiculously popular, with 97% support in one recent poll. They’ve been popular for years now, and yet somehow they don’t happen. In Congress, a small, intense, well-funded resistance can overcome broad but lukewarm popular support.

That points to a different kind of political skill, the ability to put together deals that make things happen. We tend to think in either/or terms about this: an inspirational progressive visionary like Sanders or Warren, versus a moderate deal-maker like Biden or Klobuchar. But the next president has to do both.

Tomorrow the world. In a Republican presidential debate in 2015, Marco Rubio said “America is not a planet.” He was making the defeatist point that no one country, not even one as important as the United States, can solve the climate problem by itself. Even if we do everything right, it won’t make any difference if no one else goes along.

This is a common conservative trope: Collective action is impossible and individual action inadequate, so we should just do nothing.

If we buy into that line of thought, though, we condemn the next generation to a world of rising seas, expanding deserts, mass migrations, and war. The tens of thousands of migrants who currently try to cross our borders every month will be nothing compared to the masses we’ll see when much of Bangladesh is underwater and new deserts have appeared in places that now support a booming population. Even within the US, how much hotter can places like Phoenix or Houston get and still be habitable?

Fortunately, the image Rubio evoked — of the US doing everything it can and the rest of the world dragging its feet — is the exact reverse of the truth. In reality, the US is the country holding the world back. Why should India stop burning coal if the US won’t? Europe is way ahead of us in adopting sustainable electric power. Today, the biggest challenge facing environmental activists around the world is how to make change happen without the United States.

So it would be a huge improvement if the next president just went along with what other nations are doing. (If only we could invest in mass transit like China and in solar and wind power like Germany.) But the world needs more than that. The US combination of economic, scientific, and military power makes us uniquely positioned to lead. Until Trump started tearing them up, we had meaningful alliances with most of the other major powers. It would make a huge difference if we could be the world’s good example rather than its bad example.

So even as the next president turns American climate-change policy around, he or she has to be working with the world to raise standards, and to establish trade policies that promote climate-positive action around the world, rather than allowing carbon-pollution to shift to the country with the lowest standards.

The next president can be a rallying figure internationally, as Kennedy was we he said “Ich bin ein Berliner”, or Wilson was when he enunciated his 14 points for ending World War I. Who can do that? The next president also needs to be a negotiator like FDR and an alliance-builder like Truman or Eisenhower. Who can do that?

I don’t know, or at least I don’t know yet. The climate forums have just given me more questions . The answers I’m looking for are only partly contained in the programs the candidates outline on their web sites. They also require evaluating character and talents.

These are harder questions than I had thought, so it’s going to take a bit longer to make up my mind.

Confronting Season-Change Denial

How can we be sure those predictions of 90-degree August days aren’t just alarmism?


For months now, scientists have been predicting a warming trend in the northern hemisphere. The exact reasons are a little technical — something to do with the tilt of the Earth’s axis as it makes its annual trip around the Sun — but the overwhelming majority of scientific experts have formed a consensus around a theory called “season change”. Supposedly, we were in “winter” back in January and February, but some time in the last couple weeks we passed into “spring”, which the theory says will lead into “summer”, a bizarre time when the snow will vanish completely, trees will sprout green leaves so dense that they will form shade-casting canopies over some small-town streets, and ultimately temperatures will be hot enough to fry eggs on the sidewalk (a practice that is not recommended).

I grant you that this all sounds a bit unlikely in light of our recent weather experiences here in New England, and the idea that we have crossed into a new “season” of growth and going outside without coats sounds a little New-Agey, a bit too similar to the dawning of the Age of Aquarius. After all, we supposedly crossed into spring on Thursday, but I didn’t feel any change, and when I got up Saturday morning (in Bedford, Massachusetts) there was new snow on the ground.

All the same, though, I’m told that the science here is pretty solid. And if the eggheads’ predictions are true, then there’s no time to waste. We are already experiencing the early effects of season change, and if we’re going to be ready for the greater changes to come, we need to start taking action now: planting gardens, checking air conditioners, finding our baseball equipment, getting the lawn mower out of storage, reserving that cottage in Maine, and stocking up on the shorts, sandals, and sunblock that we will all need if we are going to survive the coming hot times.

If you start making these preparations, though, you’re bound to trolled by an annoying chorus of science-rejecting nay-sayers: season-change deniers. “All this talk of ‘spring’ and ‘summer’ is so much ivory-tower mumbo-jumbo,” says my friend Jim, who sells snow-blowers. “It’s a hoax perpetrated by the apparel companies to make you box up perfectly good wool sweaters and down jackets, so that they can sell you flip-flops and T-shirts. And don’t get me started on the seed companies.”

Season-change deniers have their own web sites and Facebook groups, where they share counter-arguments to anything you might throw at them in your attempts to prove that the seasons are changing. “It was 64 degrees in Boston on March 15,” I tell him. “That never happened in February. That must prove something.”

But, of course, pointing to a warm day just allows him to point to a cold day, like the snow I already mentioned on Friday night. One day’s weather, I’m forced to admit, does not make a season. And while I can find graphs of January through March that show a clear temperature uptrend, he can respond with his own graphs, like this one from timeanddate.com, that starts on that warm March 15.

“As you can clearly see,” his email tells me, “the temperature trends have been down for the last ten days. So even if there once was some kind of ‘seasonal warming’ going on, it ended in mid-March.”

I suppose I could reject his graph by throwing back at him his previous claim that data like this ultimately comes from weather services, which he doesn’t believe because they are all staffed by season-change believers. (That’s true, it turns out. If you call any weather service in the country, the person you talk to will endorse season-change theory without even mentioning arguments against it.) But conversations like that have not gone well in the past. They tend to spiral off into claims and counter-claims that make me lose track of how we got onto this subject.

Pointing to buds on trees only leads him to claim that he saw similar buds during that warm spell in January. I don’t remember them, but he does, so that discussion also goes nowhere.

There’s one argument, though, that Jim has never really had a good answer for: the days are getting longer and the nights shorter. The warmth of the sun is something we can all feel, so it seems intuitively clear that all the extra sunlight is eventually going to lead to warmer weather — and perhaps, by July and August, to oppressively hot weather, hard as that is to imagine. And unlike temperature, the length of the days doesn’t fluctuate: Every one is a little bit longer than the one before, and will be until the summer solstice in June.

In the past he has dodged and distracted when I bring up the lengths of days, so maybe if I compile a list of sunrise and sunset times going back to the winter solstice and projected ahead to the summer solstice, that will finally get through to him. I should probably try that. But I’m not sure I’m going to have time today; I need to go out and buy a pair of shorts.



Afterward. Obviously, I’m making an analogy to climate change, and the kinds of arguments you will hear from people who deny the science around that. The explanation of why climate change is happening is a little more complicated than the explanation of season change — the position of the Earth’s axis relative to its orbit around the Sun produces longer days in the northern hemisphere, and all that extra solar energy eventually warms the atmosphere — but not that much more complicated: Burning fossil fuels produces carbon dioxide, which collects in the atmosphere and acts as a greenhouse gas, preventing some of the Earth’s heat from escaping into space; the more carbon dioxide, the less escaping heat, and hence a warmer planet.

The analogy to the days getting longer is the rising concentration of CO2 in the atmosphere. (Temperature will, of course, fluctuate during the year according to time and place, and even year-to-year statistical measures like the average global temperature don’t increase in lockstep, with each year warmer than the last. That’s why you will see those claims that global warming ended in 1998 or 2005 or some other hot year. My season-denialist’s claim that seasonal warming peaked on March 15 is an exact analogy to that argument.) But other than an annual cycle caused by northern-hemisphere forests binding CO2 into their leaves, the amount of CO2 in the atmosphere does indeed go up every year. Even if this year turns out to be cooler than last year, atmospheric CO2 is still increasing.

Living in New England, I experience a number of chilly March and April days when I think, “Is spring really going to happen this year?” But I look at the sunrises and sunsets, and that fear goes away.

Similarly, but with the dread pointed in the other direction, I also sometimes look at temperature graphs and wonder if maybe global warming has leveled off without us having to make any sacrifices. But then I look at the CO2 graphs and know that these hopes are just wishful thinking. As long as atmospheric CO2 keeps rising — and it has shown no signs of stopping for a long, long time — hotter years are coming just as surely as August will be warmer than March.

Where is Congress’ Center on Climate Change?

A bipartisan duo of centrist senators combine to promote a vague and inadequate agenda. But at least it’s something.


The Green New Deal proposal that AOC and Ed Markey put forward last month almost certainly won’t become law anytime soon. But presumably it also had a second purpose: to move the national debate off the nothing-can-be-done pessimism of the last two years and push other people to offer plans of their own. That effort is already seeing some success. For example, here’s economist Noah Smith’s GND, which largely overlaps with the progressive Democrats’ GND, but shaves off a few of its more controversial economic features — like a federally guaranteed job — and puts more emphasis on research and trade policy, plus a carbon tax.

Fertilizing the collective imagination and keeping pressure on fossil-fuel lackeys to explain why they’re blocking legitimate efforts to preserve a livable planet for future generations — those are two worthy accomplishments. But at some point actual legislation needs to pass, which (at least for the next two years, and probably well beyond) will require just about all Democratic votes plus a few Republicans. What kind of proposal could achieve that anytime soon?

We got an indication this week in the bipartisan op-ed on climate change that Senators Lisa Murkowski (R-Alaska) and Joe Manchin (D-West Virginia) published in the Washington Post. Murkowski and Manchin are both considered centrists in their respective parties, so if there is going to be bipartisan cooperation, this is where you would expect it to start.

Whether you find this piece encouraging or discouraging depends on where you expected the Senate’s center to be. On the optimistic side, the two senators accept the basic science of the problem.

There is no question that climate change is real or that human activities are driving much of it.

They point out that the effects of climate change not just looming in some distant computer-modeled future, but are already affecting their states: floods in West Virginia and shifting fisheries in Alaska.

This is a huge improvement on science-deniers like Senator James Inhofe (R-Oklahoma) or President Trump, who have described climate change as a hoax, or those like Marco Rubio who employ the “I’m not a scientist, but” dodge, or like Joni Ernst who dodge with “our climate always changes”. At least Murkowski and Manchin start by recognizing reality.

From there, though, things get iffy. They position themselves in the center by framing the climate debate as a clash between two equally wrong extremes.

those who support drastic, unattainable measures to reduce greenhouse-gas emissions, and those who want to do nothing.

Three things are wrong with this framing:

  • It fails to point out that more vigorous measures to reduce emissions are “unattainable” largely because people like Murkowski and Manchin won’t get behind them.
  • It ignores the likelihood that “attainable” measures won’t be enough to avoid a climate catastrophe. (If they think attainable measures will suffice, they should state that position openly and defend it.) Think about Winston Churchill in the 1930s foreseeing Great Britain’s coming clash with Nazi Germany: What if he had limited himself to calling for preparations that were “attainable” under the Chamberlain government?
  • The Trump administration isn’t trying to “do nothing”. If only it were. Instead, it’s actively rolling back what the Obama administration accomplished, trying to cut funding for renewable energy, filling the government with fossil-fuel industry activists, and in general doing everything it can to make the problem worse. Doing nothing would be a considerable improvement.

But OK then, what are Murkowski and Manchin proposing? They are the chair and ranking Democrat on the Senate Energy and Natural Resources Committee, where

we are working together to find pragmatic policies that can draw strong and enduring support.

So they support measures that can draw support, whatever those might be. From there, you have to read between the lines to see what they might mean.

The United States leads the world in research and development. Our national labs and universities are working toward the next scientific breakthrough, and private investors are pursuing the next game-changing technology. The United States is at the forefront of clean-energy efforts, including energy storage, advanced nuclear energy, and carbon capture, utilization and sequestration. We are committed to adopting reasonable policies that maintain that edge, build on and accelerate current efforts, and ensure a robust innovation ecosystem.

The impact of developing these new technologies will be felt by Americans from all walks of life, including residents of rural communities and other areas served by older technologies. Transitioning these communities to more efficient forms of energy will provide them with cleaner energy that is also more stable and has lower costs, which will bring about additional benefits.

I read it like this: They’ll appropriate more money for research, in hope of finding win/win solutions that lower carbon emissions without asking for any sacrifice from either industry or consumers. So: no green taxes, no mandates that might force higher efficiency standards, no forced retirement of coal-fired power plants, no firm commitment to a national carbon-emission goal.

Undoubtedly there are at least a few such win/win solutions to be found, and if so, we should definitely try to find them. But I suspect they won’t move us far enough fast enough to avoid the kinds of disasters that will create new deserts, raise oceans, and send tens or hundreds of millions of people looking for new homes. If you have been alarmed by the flood of refugees from Syria or Sudan or Guatemala, wait for Bangladesh.

If you think in terms of what the crisis requires, this isn’t even half a loaf; it’s more like part of a slice. If there is a slice to be gotten, though, we should be sure to get it. Funding new research, after all, is better than stifling research. The trick will be to get the slice without letting the public lose sight of what is really needed.

The Media is Failing Us on Climate Change

What you’ve heard about the new IPCC report is highly misleading.


A week ago, when the Intergovernmental Panel on Climate Change report “Global Warming of 1.5o C” came out, we got more than a lesson on climate change. We also got a lesson in what’s wrong with mainstream media coverage of climate change.

CNN’s headline was typical: “Planet has only until 2030 to stem catastrophic climate change, experts warn“. The corresponding article had all the standard elements of climate-change coverage: a collection of threats (hotter heat waves, more extreme rainfall, more intense droughts, coral reefs dying off), a date when they’ll come due (2030), and a list of things the experts want done to avoid them (move away from fossil fuels to renewable energy, and develop technology to remove CO2 from the atmosphere).

The problem with that article isn’t that it misstated any facts. But framing the situation in that way makes scientists sound like comic-book terrorists: “Do what we want by our deadline or the Earth is finished.”

The usual coverage invites the usual responses from those committed to denial, like this one from National Review:

Those working to raise awareness about climate change have a problem. While most Americans believe global warming is occurring and think human activities are causing it, fewer than half think it will pose a serious threat to the planet in their lifetimes.

So what do those seeking drastic change do? They publish predictions of imminent catastrophe based on computer models, threatening doom and gloom unless dramatic measures are taken immediately. When that fails, they change the deadline and try again. … Now the IPCC tells us we have until 2030, but the longer period to take action is accompanied by heightened predictions of calamities.

How the report comes to be. When you tell the story of the report from the beginning, though, it actually isn’t anything like that.

The story starts in Paris in December, 2015, when 195 nations made commitments to take action against climate change. (The US was one of the 195, but President Trump renounced the agreement in June, 2017.) The Paris Agreement recognized that global warming of 2o C above pre-industrial levels would have unacceptable consequences, and instead set a goal of trying to keep the increase down to 1.5o C. The report’s FAQ says:

With the adoption of the Paris Agreement, the [United Nations Framework Convention on Climate Change] invited the IPCC to provide a Special Report in 2018 on ‘the impacts of global warming of 1.5°C above pre-industrial levels and related global greenhouse gas emissions pathways’. The request was that the report, known as SR1.5, should not only assess what a 1.5°C warmer world would look like but also the different pathways by which global temperature rise could be limited to 1.5°C.

This report addresses that goal from two sides: What would the world have to do to meet the goal? And how much damage will the climate and the biosphere suffer even if we do?

Global warming is not a bomb. The biggest problem with the usual climate-change media coverage is that our standard metaphor for a future crisis — a ticking bomb — is completely wrong. Climate change is not something that will happen all at once at some point in the future; its negative effects won’t “go off” when some timer ticks down to zero. Instead, climate change is a process we are already in the middle of; negative effects — like this week’s devastation of the Florida panhandle — are already happening.

A better analogy might be smoking. Imagine you’re a heavy-smoking 25-year-old. You’re probably already seeing some effects: You get winded more easily, climbing stairs is harder, and so on. But you can live with that. Then your doctor tells you that if you keep smoking, your odds of dying before you’re 60 go up by X per cent. It might be a heart attack or lung cancer or something else, but your odds of dying go up.

Notice what he didn’t say: He didn’t say that you have until you’re 60 to change your ways. Age 60 is a somewhat arbitrary reference point that makes the situation quantifiable. The direst consequences of your smoking may hit when you’re 60, or sometime before or after that. In the meantime, the lesser effects you’ve already been seeing will get worse. And there’s a time lag: The cigarette you smoke tomorrow might (or might not) be the one that gives you cancer when you’re 57. Quitting before the cancer hits doesn’t mean it won’t hit.

On the other hand, if you quit now and exercise to get your wind back, your heart will likely regain its strength and your lungs might clear themselves out before anything happens that is significantly worse than the effects you can already see.

Climate change is like that; there are time lags all over the place. Every time a new investment is made in fossil fuel infrastructure — a new coal mine, a new oil well, a new pipeline — that’s an economic commitment to keep burning fossil fuels far into the future. And once a molecule of CO2 (or some other greenhouse gas) gets into the atmosphere, it’s likely to stay there for a long time. Yale Climate Connections reports on what would happen to the CO2 in the atmosphere if we went cold turkey on fossil fuels.

Using a combination of various methods, researchers have estimated that about 50 percent of the net anthropogenic pulse would be absorbed in the first 50 years, and about 70 percent in the first 100 years. Absorption by sinks slows dramatically after that, with an additional 10 percent or so being removed after 300 years and the remaining 20 percent lasting tens if not hundreds of thousands of years before being removed.

Putting that another way, emissions from the Model T’s of the 1920s are still affecting the climate today. About half of the CO2 I produced while driving to the grocery yesterday will still be warming the planet in 2068.

Some effects have longer time lags than others. If we manage to stabilize the climate at some level, for example, the heat waves and droughts might stabilize as well, and the world could adjust to a new normal in that regard. But if that stabilizing point is too high, the melting of the world’s ice might continue for some while and sea levels would keep rising.

So we don’t have until 2030 to change our ways. The whole notion that we have until the Year Y to take action completely misses the point.

Where we are in the process. The first thing the IPCC had to do was define its reference points. Like: What does “pre-industrial levels” mean? It settled on 1850-1900, which may seem a little late, given how much coal-burning industry already existed in 1850. The FAQ explains that the reference point had to be an era with temperature measurements from all over the world. (Picking an earlier period, like the 1750s, would mean using mainly European data. The results might get biased by purely local effects.) The FAQ picks up the story there:

In the decade 2006–2015, warming reached 0.87°C (±0.12°C) relative to 1850–1900, predominantly due to human activity increasing the amount of greenhouse gases in the atmosphere. Given that global temperature is currently rising by 0.2°C (±0.1°C) per decade, human-induced warming reached 1°C above pre-industrial levels around 2017 and, if this pace of warming continues, would reach 1.5°C around 2040.

But don’t forget Paris. Every major nation in the world (but the US) has made a commitment to emit less carbon than it otherwise would have. Those commitments were voluntary, based more on what the local politics could sustain rather than what the problem required. (Apparently, US politics can’t sustain any action at all, so Trump pulled out of the agreement rather than revise our commitments under it.)

Different groups of researchers around the world have analysed the combined effect of adding up all the NDCs [nationally defined contributions under the Paris Agreement]. Such analyses show that current pledges are not on track to limit global warming to 1.5°C above pre-industrial levels. If current pledges for 2030 are achieved but no more, researchers find very few (if any) ways to reduce emissions after 2030 sufficiently quickly to limit warming to 1.5°C. This, in turn, suggests that with the national pledges as they stand, warming would exceed 1.5°C, at least for a period of time, and practices and technologies that remove CO2 from the atmosphere at a global scale would be required to return warming to 1.5°C at a later date.

Plans to remove CO2 from the atmosphere, the report notes, have not scaled up well so far. (It’s easier to plant a tree than to regrow a forest.) So relying on them is speculative; maybe something practical will develop and maybe it won’t.

One example of a [carbon dioxide removal] method in the demonstration phase is a process known as bioenergy with carbon capture and storage (BECCS), in which atmospheric CO2 is absorbed by plants and trees as they grow, and then the plant material (biomass) is burned to produce bioenergy. The CO2 released in the production of bioenergy is captured before it reaches the atmosphere and stored in geological formations deep underground on very long timescales. Since the plants absorb CO2 as they grow and the process does not emit CO2, the overall effect can be to reduce atmospheric CO2.

Given the time lags involved in reducing CO2 through natural means, though, if we blow through the 1.5°C mark the only practical way to get back to it in any reasonable length of time involves some kind of CO2 removal process, or “negative emissions”, as they put it. That speculative technology, then, is what we’ll have to count on if nations don’t make more aggressive commitments than the ones in the Paris Agreement.

How bad is 1.5°C? Much of the report compares 1.5°C warming to 2°C, and unsurprisingly finds that 1.5°C is better. But, to return to the smoking analogy, it’s like comparing quitting smoking at 45 with quitting at 60. The statistics of the risk change, but the kinds of things at risk mostly don’t. Sea levels will rise, but not as far. Weather will get more violent, but not as much. Species will go extinct, but not as many.

Much of what is at risk depends on processes we don’t fully understand. So, for example, higher global temperatures will change weather patterns. But nobody can pinpoint a temperature at which, say, Kansas becomes a desert. National Post reports on the “climate apocalypse” talk:

A lot of the press coverage on the new report has liberally employed terms like “nightmare,” “apocalypse,” or “a world on fire.” The IPCC report contains plenty of dire scenarios of a 2 degree world: Death of the world’s coral reefs, an extra 300 million exposed to crop failures, deadly heat waves becoming an annual occurrence in South Asia. Climate change could undo decades of progress on improving human welfare, but it’s not an existential threat to the species. Even unchecked climate change is not on the scale of a nuclear holocaust; its costs are more akin to a couple world wars and global pandemics. The most dire images come from a section where report authors imagine a world in which humanity has made almost no attempt to curb emissions. By the year 2100 the world “is no longer recognizable, with decreasing life expectancy, reduced outdoor labour productivity, and lower quality of life in many regions because of too frequent heatwaves and other climate extremes.”

Where does 2030 come from? We’re on pace to breech 1.5°C in 2040, so why is everybody talking about 2030? Time lags.

If current pledges for 2030 are achieved but no more, researchers find very few (if any) ways to reduce emissions after 2030 sufficiently quickly to limit warming to 1.5°C. …

A world that is consistent with holding warming to 1.5°C would see greenhouse gas emissions rapidly decline in the coming decade, with strong international cooperation and a scaling up of countries’ combined ambition beyond current NDCs. In contrast, delayed action, limited international cooperation, and weak or fragmented policies that lead to stagnating or increasing greenhouse gas emissions would put the possibility of limiting global temperature rise to 1.5°C above pre-industrial levels out of reach.

Should we believe the IPCC? In a word: Yes. They’re not infallible prophets, but they do represent the consensus of the world scientific community.

Climate-change skeptics try to paint the argument as he-said/she-said, with vested interests lining up on both sides. But in fact, the overwhelming vested interest is on the climate-change-denial side: Fossil fuels in the ground represent literally trillions of dollars on the books of fossil-fuel corporations. If that coal and oil and natural gas can’t be burned, some of the world’s largest corporations — not to mention governments like Saudi Arabia or Russia — are insolvent.

Within the scientific community, motives are split. Some scientists have staked their reputations on climate change, but no one really wants to believe their grandchildren face some hellish future. A climate scientist who could make a genuinely persuasive case in the other direction would be celebrated. Fossil fuel companies would create institutes from thin air, if necessary, to fund his or her research.

That’s why, when you push hard on the question of climate-change-believing vested interests, denialists eventually resort to some version of the Global Socialist Conspiracy.

Global warming is not about science, but about politics — that is, about expanding the power of elites using the coercive instruments of government to control the lives of people everywhere. Just as the governing class embraces ineffective Keynesian stimulus spending to justify expansion of government, they now extol [anthropogenic global warming] as the basis for increasing their power to rule over the rest of us.

Why scientists around the world are more committed to expanding the coercive power of elites than to finding scientific truth is never fully explained. What’s more, promoters of this theory deny the obvious: If you have a genuine scientific case that global warming isn’t happening (or is going to level off on its own, without any changes in public policy), trillions of dollars in otherwise stranded assets are waiting to support you.

Techniques of denial. If you’re a fossil-fuel company and you want to keep selling your product, you don’t have to convince people that climate change isn’t happening, you just have to spread doubt and rely on the human tendency to resist change.

And here’s where our smoking metaphor does double duty: The techniques for spreading doubt about science go back to the tobacco companies, who wanted to create just enough doubt about the cigarette/cancer link that people who wanted to keep smoking could talk themselves out of quitting. (A lot of those doubtful people, I will point out, died. But they bought a lot of cigarettes before they did.) You can see echoes in that National Review quote above.

For example, back in the 60s and 70s, tobacco-company-funded groups like the Tobacco Institute would say that the cigarette/cancer link was just “statistical”, implying that statistics was some kind of voodoo science not worth your notice. National Review is repeating a similar fossil-fuel industry talking point when it refers contemptuously to “computer models”.

Like statistics, computer modeling is something the average person doesn’t understand, and so it is a good target for unscrupulous people who want to sow doubt. But computer modeling is how we predict almost anything complicated these days. Predictions of hurricane tracks, for example, are based on computer models.

And yes, a dishonest programmer can make a computer spit out anything he or she wants. But that’s why the scientific community has processes for assessing claims. Something like the IPCC report doesn’t come from just one guy with an iMac. Each claim has been examined by dozens, sometimes hundreds or thousands, of scientists who are trained to look for mistakes or fraud in this particular area. They come from countless institutions in 195 countries. No vested interest ties them all together. The vested interest, recall, lies with the trillions of dollars at risk for the fossil-fuel industry.

What’s the overall message of the report? The commitments nations made in the Paris Agreement are steps in the right direction, but they aren’t adequate. If that’s all the world does, 1.5°C will be locked in by 2030, even if it won’t show up until 2040 or so. To avoid 1.5°C, we have to phase out fossil fuels far more quickly.

What you won’t find in the report is a safe zone, a line in the sand that tells us how far we can go. Where we are now isn’t “safe”, it’s just less risky than where we’re headed.

Flipping the Script on Fossil Fuels

Middle-class climate deniers may think they’re running with the predators. But they’re really prey.


Last Monday, Paul Krugman’s column “Earth, Wind, and Liars” took an interesting tack in talking about climate change and fossil fuels. Up until recently, a typical anti-fossil-fuels argument has been moral: We should stop burning coal and oil because the accumulation of CO2 in the atmosphere is wrecking the climate for future generations.

To the extent environmental defenders have made an economic argument, it usually has been based on comparing long-term interests to short-term interests: We should ignore the artificial cheapness of, say, burning coal in power plants, because the future damage done will have long-term costs that the current price doesn’t account for. People who make this argument talk about externalities (real costs of a transaction that get pushed off on someone other than the buyer or seller), and advocate policies like a carbon tax to re-insert those externalized costs back into the market. Again, though, the argument is fundamentally moral: Shoving the costs of your present-day consumption off onto future refugees and hurricane victims is a nasty thing to do.

The pro-fossil-fuels interests, though, are well defended against moral arguments. They’ve done their best to undermine public confidence that we can predict the future at all — science being part of the global socialist conspiracy, after all — so all those suffering people in the future (or in distant countries or in social classes the media ignores) can be dismissed as imaginary. And even if their reality is admitted, today’s conservatism has a bad-boy aesthetic that glories in its own hard-heartedness: We live in a dog-eat-dog world where you’re either the predator or the prey. Bleeding-heart liberals are weak, and would let Those People (foreign, non-white, non-Christian) take advantage of People Like Us.

But Krugman’s column makes a different argument. He’s far from the first one to do so, but his point has not yet broken through to the general public.

Not that long ago, calls for a move to wind and solar power were widely perceived as impractical if not hippie-dippy silly. Some of that contempt lingers; my sense is that many politicians and some businesspeople still think of renewable energy as marginal, still imagine that real men burn stuff and serious people focus on good old-fashioned fossil fuels.

But the truth is nearly the opposite, certainly when it comes to electricity generation. Believers in the primacy of fossil fuels, coal in particular, are now technological dead-enders; they, not foolish leftists, are our modern Luddites. … [T]here is no longer any reason to believe that it would be hard to drastically “decarbonize” the economy. Indeed, there is no reason to believe that doing so would impose any significant economic cost.

… The fossil fuel sector may represent a technological dead end, but it still has a lot of money and power. Lately it has been putting almost all of that money and power behind Republicans. … What the industry got in return for that money wasn’t just a president who talks nonsense about bringing back coal jobs and an administration that rejects the science of climate change. It got an Environmental Protection Agency head who’s trying to suppress evidence on the damage pollution causes, and a secretary of energy who tried, unsuccessfully so far, to force natural gas and renewables to subsidize coal and nuclear plants.

In the long run, these tactics probably won’t stop the transition to renewable energy, and even the villains of this story probably realize that. Their goal is, instead, to slow things down, so they can extract as much profit as possible from their existing investments.

In other words, non-plutocrat Republicans (the vast majority, in other words) are kidding themselves when they imagine they’re running with the predators. They’re the prey. The predators are the coal and oil barons who have bought their party and who fund the propaganda they listen to. The prey will be stuck not just with the damage from hurricanes, droughts, and wildfires (that they can argue might have happened anyway), and not just with diminished prospects for their children and grandchildren (which — with ever increasing difficulty — they can still deny for a few more years), but with higher bills and an antiquated electrical system. That’s going to happen not decades hence, and not just according to some computer model built by those nefarious scientists, but in the fairly near future.

Houston, New Orleans, and the Long Descent

Houston will be rebuilt to withstand challenges of the past, not the future, because that’s what declining civilizations do.


Every few years some event makes me come back  to The Long Descent, John Michael Greer’s book about the end of civilization as we know it. This time, it was Hurricane Harvey and the destruction in Houston.

The Long Descent came out in 2008, and I reviewed it for the Sift in 2010 (long enough ago that I’ll assume you either hadn’t discovered the Sift yet or lack encyclopedic recall of everything that’s been in it since). TLD is both depressing and reassuring: depressing because Greer thinks our civilization is already on the way down, and reassuring because he believes that a civilization-wide decline takes a very long time to play out. (The peak of the Roman Empire was in the 2nd century, but the last Caesar didn’t fall until the Ottomans captured Constantinople in 1453. As Adam Smith is supposed to have remarked in 1778, when told that Burgoyne’s surrender at Saratoga marked the ruin of England: “There is a great deal of ruin in a nation.“) So Greer doesn’t predict a Mad Max future for our children, just an era of greater difficulty and more constraint, followed by an era of even more difficulty and constraint for their children.

Oversimplifying greatly, Greer sees civilization as a constant struggle between Construction and Destruction. Construction is happening all the time and is fairly gradual, while Destruction tends to concentrate in big disasters. In an ascending civilization, Construction is the long-term winner; every big disaster is just an excuse to rebuild bigger and better, as London (1666) and Chicago (1871) did after their Great Fires.

But during the descent, Destruction has the upper hand: A certain amount of rebuilding happens after each disaster, and sometimes it even briefly looks like things have turned up again, but you never quite get back to the previous peak before the next disaster sends you reeling. A constant shortfall of constructive energy means that maintenance is always getting deferred, which invites the next disaster sooner than it would otherwise show up.

New Orleans, for example, had about 450K people before Katrina. It shrunk by about half immediately afterward, and has “recovered” back to about 390K. Pre-Harvey Houston clocked in at 2.3 million. What does its future hold?

That’s not really a fair comparison, though, because New Orleans was already shrinking before Katrina, while Houston has been growing. Houston is a still full of oil money,  so maybe its recovery will look more like London or Chicago.

However, there’s one way in which New Orleans and Houston are similar: Both were disasters waiting to happen, but it was always easier to live in denial of that fact than to build the infrastructure necessary to mitigate the destruction. New Orleans’ vulnerability was pointed out in 2002 (three years before Katrina) by a five-part series in The Times-Picayune:

It’s only a matter of time before South Louisiana takes a direct hit from a major hurricane. Billions have been spent to protect us, but we grow more vulnerable every day.

Houston’s precarious situation was described last year by Pro Publica and The Texas Tribune in their “Boomtown, Flood Town” series.

Houston is the fourth-largest city in the country. It’s home to the nation’s largest refining and petrochemical complex, where billions of gallons of oil and dangerous chemicals are stored. And it’s a sitting duck for the next big hurricane.

When New Orleans rebuilt, it only kinda-sorta dealt with the risks that Katrina had exposed. In 2015, Scientific American asked: “Is New Orleans Safer Today Than When Katrina Hit Ten Years Ago?

It took state officials, scientists and engineers seven years to finally agree on a master recovery plan, released in 2012, and only then did work begin in earnest. The region had dodged an annual bullet because no big hurricane had returned. But several shortcomings in the plan, being discussed by experts, raise questions about whether the New Orleans area is safer now and whether it will be safer in the future.

The article’s conclusion is that the center of New Orleans is now safe against the mythical “100-year storm” (an insurance standard based on pre-climate-change statistics) as long as the newly rebuilt levees and floodwalls are properly maintained. (In addition to normal deterioration, New Orleans is still sinking, so levees and floodwalls will need to be raised periodically.) But this is exactly the kind of maintenance that doesn’t get done in Greer’s model of declining civilizations. There’s always a budget crisis, a more urgent problem, and various other reasons to defer the work until next year.

Communities outside the city center, where more people live than in New Orleans proper, are as exposed as ever. Various kinds of human activity have destroyed the vegetation in the Mississippi Delta’s marshlands, so nothing slows down a storm surge. There’s a restoration plan, but it is still unfunded. Maybe the resources will come from BP’s settlement for the Deepwater Horizon disaster, maybe the rest of the local oil industry can be convinced or compelled to cough up money, or maybe somebody (local? state? federal?) will be willing to pay higher taxes. But the more likely scenario is that everybody will just cross their fingers and prepare to blame somebody else when the next storm hits.

Houston is bigger and richer than New Orleans, and Texas is bigger and richer than Louisiana, so maybe things will be different this time. But probably not. The Northeast is also richer than Louisiana, and the rebuilding after Hurricane Sandy is not encouraging. Last October, WNYC reported:

At first, Sandy seemed to be the calamity that was finally big enough to rouse the country to the arrival of climate change’s many risks. … But even as the inevitability of rising seas and extreme storms settled in, a chasm opened between the actions necessary and what would actually get done.

… Every 30 years FEMA tries to update flood maps which determine two things: cost of insurance and guidelines for building standards. Property owners get lower premiums if they meet or exceed FEMA’s standards.

What is not commonly understood is FEMA’s limitations. It is not allowed to use predictive science. It is supposed to use the present and past as guidelines, but it has not included Sandy’s impact in drafting the most recent maps that the communities are using to rebuild.

Even if FEMA is required to give obsolete advice to local builders, President Obama had at least managed to include climate change in the federal government’s own building plans. But President Trump just reversed that policy.

A key element of the new executive order rolls back standards set by former President Barack Obama that required the federal government to account for climate change and sea-level rise when building infrastructure.

His justification:

This overregulated permitting process is a massive self-inflicted wound on our country — it’s disgraceful — denying our people much-needed investments in their community.

In other words: Realistic federal regulations are too onerous; they slow down the building process and make it more expensive. Projects can be built faster and bigger and grander if we let ourselves live in a fantasy world.

Texas, where state government is also dominated by climate-change deniers, is not likely to buck this trend. So when Houston is rebuilt, it will undoubtedly be built to withstand last year’s weather, but not next year’s weather, and certainly not the weather of 2030. For a time, it will look fabulous. And then it won’t.

Rising civilizations respond to challenges with visionary bursts of construction. At the height of the British Empire, for example, London responded to a series of cholera epidemics and the Great Stink of 1858 by building a citywide sewer system that is still in use today.

But declining civilizations are always a step behind. They congratulate themselves for how well their plans would deal with yesterday’s problems, while ignoring the predictable challenges they soon will have to face.

Watching up close the forces Greer describes, I come to realize that decline is as much a psychological condition as an objective situation. A civilization on the cusp of decline may still have enough constructive energy to deal with its real challenges, if it faces them. But if instead it indulges in magical thinking, and builds for a fantasy future in which those challenges simply go away, then it will miss all its opportunities to turn things around. Its wishful thinking about its own greatness will be precisely what keeps it from ever making itself great again.

Three Misunderstood Things 7-24-2017

This week: census, environmental regulations, coal jobs


I. The census

What’s misunderstood about it: How can counting people be a partisan issue?

What more people should know: A lot rides on the census. The Census Bureau knows it gets the answers wrong, but Republicans have a partisan interest in not letting it do better. In 2020, it’s being set up to fail.

*

When the Founders wrote the Constitution, they knew the country was changing fast. New people were pouring into America — some coming by choice and others by force. If Congress was going to represent these people into the distant future, it would have to change as the country changed. So somebody would have to keep track of how the country was changing. That’s why Article I, Section 2 says:

The actual Enumeration shall be made within three Years after the first Meeting of the Congress of the United States, and within every subsequent Term of ten Years, in such Manner as they shall by Law direct.

Congress has implemented that clause by setting up the Census Bureau, which tries to count everyone in America in each year that ends in a zero. You can look at this as a rolling peaceful revolution: Via the census, states like Virginia and Massachusetts have gradually surrendered their founding-era power to new states like California and Texas.

No doubt you learned in grade school that counting is an objective process that produces a correct answer — the same one for everybody who knows how to count. But in practice, when a bunch of people count to 325 million, agreement starts to break down. Now imagine that you’re counting a field full of 325 million cats, most running around and jumping over each other, and a few actively hiding from you. How do you come up with an answer you have faith in?

That’s the Census Bureau’s fundamental problem: Americans won’t stand still long enough to be counted, and some are actively suspicious of anybody from the government who comes around asking questions. Inevitably, then, not everybody gets counted, and some people get counted more than once. This is not a secret; the Census Bureau admits that it gets the wrong answer.

That might not be so bad if the errors were random, but they’re not. Basically, the more stable your life is, the more likely you are to be counted correctly. If, for example, you’re still living in the same house with the same people that a census worker counted ten years ago, they’re going to count you again. But if you’re sleeping on your friend’s couch for a few weeks while you’re waiting for a job to turn up, and thinking about moving back in with Mom if you can’t find one, then you might get missed.

Stability isn’t a randomly distributed quality. The LA Times spells it out:

The last census was considered successful — that is, the 2010 results were considered to be within an acceptable margin of error. But by the Census Bureau’s own estimates, it omitted 2.1% of African Americans, 1.5% of Latinos and nearly 5% of reservation-dwelling American Indians, while non-Latino whites were overcounted by almost 1%. The census missed about 7% of African American and Latino children 4 or younger, a rate twice as high as the overall average for young children.

But that raises an epistemological question: How do you know your count is wrong if you don’t have a correct count to compare it to? And if you have that correct count, why not just use it?

The answer to the first question is statistics. Imagine, for example, that you’re trying to count all the species that live in your back yard. You go out one day and count 50. Then you go out longer with a bigger magnifying glass and find 10 more. Then the next couple of times you don’t find anything new. But then you find two. Are you confident that’s all of them now? What’s your best guess about how many are really out there?

Now extend that to every yard in the neighborhood. Imagine that after each household does its own count, you all converge on one yard for a more intensive search than you’d be willing to do on every yard. That search finds even more new species. Now how many do you think you missed in the other yards?

Statisticians have thought long and hard about questions like that, and have a variety of well-tested ways to estimate the number of things that haven’t been found yet. If you apply those techniques to the census, you get more accurate estimates of the total.

So why not just use those estimates? Two reasons:

  • It sounds bad: Ivory-tower eggheads are using a bunch of mumbo-jumbo Real Americans can’t understand to invent a bunch of blacks and Hispanics that nobody has ever seen.
  • Republicans have a partisan interest in keeping the count the way it is.

The Census determines two very important things: how many representatives (and electoral votes) each state gets, and how hundreds of billions of dollars in federal money for programs like Medicaid and highway-building get distributed among the states. The miscount gives more power and money to mostly white (and Republican) states like Wyoming and Kansas, and less to a majority non-white (and Democratic) state like California. Within a state, Republican gerrymandering works by crowding Democratic-leaning urban minorities into a few districts, leaving a bunch of safely Republican rural and suburban districts. That minority-packing is even easier to do if a chunk of those people were never counted to begin with.

The 2020 census is already headed for trouble. The Census Bureau is being underfunded, taking no account of the fact that it has more people to count than last time. Plans to modernize its technology went badly. And it is currently leaderless: The bureau chief resigned at the end of June, and Trump has nominated no one to replace him.

So we’re set up for an even bigger uncount of minorities this year. And that’s got to make Paul Ryan happy.

II. Environmental regulations

What’s misunderstand about it: Many people believe that a clean environment is a costly luxury.

What more people should understand: Externalities. That’s how well-designed environmental regulations can save more money than they cost.

*

Nobody should come out of Econ 101 without an understanding externalities — real economic costs that the market doesn’t see because they aren’t borne by either the buyer or the seller.

Pollution is the classic example: Suppose I run a paper mill, and I use large quantities of chlorine to make my paper nice and white. At the end of the process I dump the chlorine into my local river, because that’s the cheapest way for me to get rid of it. Because I use such an inexpensive (for me) disposal process, I can keep my prices low. That makes me happy and my customers happy, so the market is happy too. Any of my competitors who doesn’t dump his chlorine in the river is going to be at a disadvantage.

The problems in this process only accrue to people who live downstream, especially fishermen and anybody who wants to swim or eat fish. They suffer real economic losses — losses that are probably much bigger than what I save. But since their loss is invisible to the paper market, nothing will change without the some outside-the-market action — like a government regulation, a court order, or a mob of fishermen coming to burn down my mill.

Now suppose the government tells me I have to stop dumping chlorine. I have to find either some environmentally friendly paper-whitening technique or a way to treat my chlorine-tainted wastewater until it’s safe to put back into the river. Either solution will cost me money, and I will have no trouble calculating exactly how much. So you can bet there will be an article in my local newspaper (which now has to pay more for the newsprint it buys from me) about how many millions of dollars these new regulations cost. The corresponding gains by fishermen, riverfront resort owners whose properties no longer stink, and downstream towns that don’t have to get the chlorine out of their drinking water — that’s all much more diffuse and hard to quantify. So the newspaper won’t have any precise number to weigh my cost against. Chances are its readers will see the issue as money vs. quality of life. They won’t realize that the regulations also make sense in purely economic terms.

That’s an abstract and somewhat dated example, but similar issues — and similar news stories — appear all the time. The costs of new regulations are borne by specific industries who can calculate them exactly, while the benefits — though very real — are more diffuse, and may accrue to people who don’t even realize they’re benefiting. (Companies are very aware of what they’ll have to spend to take carcinogens out of their products, but nobody ever knows about the cancers they don’t get.) But that doesn’t mean that the benefits aren’t bigger than the costs, even in dollar terms.

The best example from my lifetime is getting the lead out of gasoline. If you were alive at the time, you probably remember that the new unleaded gasoline cost a few cents more per gallon. Spread over the whole economy, that amounted to billions and billions. What we got out of that, though, was far more than just the vague satisfaction of breathing cleaner air. Without so much lead in their bloodstreams, our children are smarter, less violent, and less impulsive. The gains — even in purely material terms — have been overwhelmingly positive.

III. Coal jobs.

What’s misunderstood about it: What happened to them? Environmentalists are often blamed for destroying these jobs.

What more people should know: No doubt environmentalists would kill the coal industry if they could. But the real destroyers of coal jobs are automation and competition from other fuels.

*

Coal miners are the heroes of one of the classic success stories of the 20th century. Mining was originally a job for the desperate and expendable, but miners were among the first American workers to see the benefits of unionization. Year after year, coal mining became safer [1], less debilitating, and better paying, until by the 1960s a miner no longer “owed his soul to the company store“, but could be the breadwinner of a middle-class family, owning a home, driving a nice car or truck, and even sending his children to college. Sons and daughters of miners could become doctors, lawyers, or business executives. Or if they wanted to follow their fathers into the mines, that promised to be a good life too.

However, the total number of coal-mining jobs in the United States peaked in 1923.

Was that because Americans stopped using coal? Not at all. Coal production kept going up for the next 85 years.

The difference was automation. Mines employed three-quarters of a million men in the pick-and-shovel days, but better tools allow 21st-century mines to produce more coal with far fewer workers.

If you take a closer look at that employment graph, you’ll notice a hump in the 1970s, when coal employment staged a brief comeback. That corresponded to the Arab Oil Embargo of 1973 and the increased oil prices of the OPEC era. For decades after that, coal was the cheaper, more reliable energy source. Americans who dreamed of energy independence dreamed of coal. In a 1980 presidential debate, candidate Ronald Reagan said:

This nation has been portrayed for too long a time to the people as being energy-poor, when it is energy-rich. The coal that the President [Carter] mentioned — yes, we have it, and yet 1/8th of our total coal resources is not being utilized at all right now. The mines are closed down. There are 22,000 miners out of work. Most of this is due to regulation.

However, all that changed with the fracking boom. Depending on market fluctuations, natural gas can be the cheaper fuel. Meanwhile, the price-per-watt of renewable energy is falling fast, and is now competitive with coal for some applications. So if a utility started building a new coal-fueled plant now, by the time it came on line a renewable source might be more economical — even without considering possible carbon taxes or environmental regulations.

The dirtiness of coal is a huge externality (see misunderstanding II, above), so regulations disadvantaging it make good economic sense. Looking at the full cost to society, coal is the most expensive fuel we have, and should be phased out as soon as possible.

Statements like that make good fodder for politicians (like Trump or Reagan) who want to scapegoat environmental regulations for killing the coal industry. However, dirty coal is like the obnoxious murder victim in an Agatha Christie novel: Environmentalists are only one of the many who wanted it dead, and other suspects actually killed it.


[1] The number of coal-mining deaths peaked at 3,242 in 1907. In 2016 that number was down to 8. As a comment below notes, though, that doesn’t count deaths from black lung disease, which are on the rise again.

The Paris Agreement is like my church’s pledge drive

How can a non-binding agreement be as important as Trump’s critics say it is? On a much smaller scale, I’ve just been dealing with something very similar.


If you’ve ever read the Paris Agreement on climate change — it’s dull but relatively short as international agreements go, so it’s not that hard — President Trump’s announcement that the United States is withdrawing from it was a bizarre performance. As you can see from David Victor’s annotation of the speech, virtually every line of it was either false, fantastic, or based on an incorrect assumption. (Near the beginning of the speech David Roberts tweeted: “If Trump says something true, I will notify you all.” There proved to be no need.) Parts of it were even internally contradictory, like the line where he called the agreement “non-binding” and “draconian” in the same sentence.

Thus, as of today, the United States will cease all implementation of the non-binding Paris Accord and the draconian financial and economic burdens the agreement imposes on our country.

But though it was wrong in almost every detail, the picture Trump painted was very vivid: The Paris Agreement is an international conspiracy to hoodwink the United States and wreck our economy.

The fact that the Paris deal hamstrings the United States, while empowering some of the world’s top-polluting countries, should dispel any doubt as to the real reason why foreign lobbyists wish to keep our magnificent country tied up and bound down by this agreement: It’s to give their country an economic edge over the United States.

He did not mention President Obama directly, but the implication was clear: Obama agreed to this either because he was a fool or because he was in on the anti-America plot. Unlike his predecessor, Trump is pro-America — he represents “the citizens of Pittsburgh, not Paris” — so he’s calling a halt to this nonsense.

Fact-checkers and other expert critics have been easy to find, but there’s a problem with their account, especially as it relates to low-information voters who are inclined to give Trump the benefit of the doubt: Not only is the experts’ interpretation of the Paris Agreement much less arresting than Trump’s paranoid fantasy, it doesn’t seem to hang together either. If the agreement doesn’t bind us into some kind of suicide pact, and doesn’t bind other countries either, how can renouncing it have the kind of apocalyptic consequences critics claim? If the nations that signed the agreement are still free to do whatever they want, how does Paris save any polar bears or avert hurricanes or keep the ocean from swallowing Miami?

So if we’re going to help the public resist Trump’s disinformation campaign, what we really need is not more detailed analysis from experts in international law or economics or climatology. We need a simple example from everyday life that helps people understand what the Paris Agreement is and does. In particular, the example needs to demonstrate how a non-binding agreement can be important.

Luckily, I happen to have such an example handy.

The Paris Agreement is a pledge drive. I admit, this model is in my mind for serendipitous reasons: This spring I was on the committee that organized my church’s annual pledge drive. But it turns out to be a pretty accurate parallel.

Every year, our drive works like this: We announce a target, a total amount that members will need to contribute during the next year if the church is going to do all the stuff our member-elected leadership thinks we should do. We send out a brochure explaining what that stuff is, and how the total compares to what we collected the previous year.

Then we ask everybody to send in cards with pledges: “I will contribute X dollars next year.” The pledges are in no sense binding. If you run into financial problems in the course of the year, you can always call the church office and say, “I’m going to have to lower my pledge.” Or you can just not send in the money. It’s not like we can take you to court or turn your pledge card over to the bill collectors.

The Paris Agreement is like that. It announces a goal: The nations participating in the agreement want to keep the overall increase in average global temperature since the beginning of the Industrial Revolution down to 2 degrees centigrade (or 3.6 degrees Fahrenheit). Since the main cause of this increase is the rise in greenhouse gases (mainly CO2) in the atmosphere, the agreement asks nations to make a pledge to limit their carbon emissions.

Each country determines the size of its own pledge. The pledge can be changed at any time. And there’s no enforcement mechanism that kicks in if you don’t fulfill your pledge.

Just like at my church.

What good is a nonbinding agreement? If no nation is actually committed to anything in a legally enforceable way, you might well wonder what the point of the agreement is. After all, nothing stops a country from announcing an ambitious goal with a lot of fanfare, and then doing nothing. So if you’re looking for absolute certainty that the world is finally going to take serious action to fight climate change, the Paris Agreement doesn’t provide it.

So what does it do? The point of the agreement, as I see it, is more subtle: Like our pledge drive, it’s a trust-building exercise among its members.

In any collective enterprise with voluntary inputs, there’s always a free-rider problem. If, say, I contribute a lot to the church and the guy sitting next to me on Sunday morning gives practically nothing, we both get to sing the same hymns and hear the same sermon. And since no household contributes more than a percent or two of the whole budget, the direct impact of each individual’s contribution to his or her own church experience is close to zero. (If nobody contributes, we’ll have to fire the minister and turn off the heat, which I would notice. But if everybody else contributes an appropriate amount and I don’t, probably not much changes.)

Climate change is like that, especially for countries smaller than China or the United States. Denmark, for example, is a world leader in wind power. In 2015 it generated 40% of its electricity from wind, and plans to be over 50% by 2020. But it’s such a small country that, considered in isolation, its achievement makes practically no difference to the global climate. Even the U.S. isn’t big enough to turn things around by itself, which is sometimes used as an excuse for doing nothing. As Marco Rubio put it during a Republican presidential debate: “America is not a planet.

But the nations of the Paris Agreement — everybody except Nicaragua, Syria, and now us — are really close to being a planet. If they can work together, the gains will be meaningful. Building the trust that allows them to work towards a common goal is where the pledge-drive idea comes in.

The point of a pledge drive is to make sure that if you volunteer to make some sacrifices, you can know that you won’t be alone. Before I send in a single dollar towards next year’s church budget, I get to know what all the pledges total up to. (We missed our goal this year, but we’re close enough that almost all our plans still look feasible.) And before I pledge next year, I get to find out whether this year’s pledged money actually came in. (Again, it’s usually a little bit short, due to people losing jobs and having other unexpected financial problems. But it’s never been so short that fulfilling my commitment made me feel like a sucker.)

That’s what Paris is about. It got each nation to commit to either lower its carbon emissions or (in the case of developing nations) to significantly slow the rate of increase. (China, which still has hundreds of millions of people to bring into the modern age, pledges to stop increasing emissions by 2030. They seem likely to do better than that.) Nations also agree to share information about what they’re doing and how well it’s working. There is, in addition, a literal pledge drive in which rich nations raise money to help poor nations take action. (This is the Green Climate Fund that Trump is revoking Obama’s pledge to.)

So before any nation takes Paris-based action to lower its emissions, it gets to see what the other nations are pledging to do. And along the way, every nation gets to see how faithfully the other nations are carrying out their commitments. It’s a way for sovereign nations to move forward on their own climate-change plans while feeling confident that enough other nations are moving forward that they’re not wasting their effort.

To me, that sounds pretty familiar.

What’s not in the agreement. The Paris Agreement does not specify an carbon-emission goal for any particular nation, or mandate techniques for meeting those goals. What a nation commits to do and how it fulfills that commitment is its own business. The agreement also has no enforcement mechanism, no equivalent of the World Court or the WTO that could pronounce judgment against nations that don’t meet their goals.

So Trump’s claims that the Paris Agreement “blocks the development of clean coal” or mandates that “we can’t build [coal-fired power] plants” or puts our energy reserves “under lock and key” are pure fiction. If anybody had a genuinely clean way to get energy out of coal, it would lower our emissions and help us meet our Paris goals. So clean coal is only “blocked” to the extent that it doesn’t work. And energy reserves are under lock and key only to the extent that we voluntarily forego their use.

Likewise, his statements that “foreign leaders … have more say with respect to the U.S. economy than our own citizens” and that “our withdrawal from the agreement represents a reassertion of America’s sovereignty” are nonsense. Our elected government made a pledge that it can adjust at any time. If it chooses to fulfill that pledge, how it does so is totally its own decision.

Why withdrawing makes no sense. I mean that literally. It’s not just that I disagree with Trump’s decision as a matter of policy, it’s that it makes no sense.

Think about it in terms of the pledge drive. Suppose I believed about my church what Trump seems to believe about Paris: that my pledge is so much higher than other people’s that the rest of the congregation is essentially taking advantage of my generosity. Everybody else should either pony up more money or get used to the idea of a more austere church.

OK then: Does it make sense for me to withdraw from the pledge drive? Not a bit. It’s not the pledge drive itself that I think is unfair to me, it’s the size of my voluntary contribution relative to the total. But I could fix that unilaterally. If I felt like a sucker, it might make sense for me to lower my pledge for next year, or even to call up the church office right now and angrily announce that I’m done contributing for this year, even though I haven’t fulfilled my pledge yet. If they need more money they should get it from somebody else.

Trump could have done that. If he has any particular terms in mind — which I suspect he doesn’t; I doubt he’s thought about it that deeply — the “renegotiation” he called for could just be an announcement. If he believes Obama’s pledge is unfair to us or beyond our abilities, he could lower it to an amount he considers fair and achievable. No other nations, no international authority, would need to sign off.

There is a discussion going on about how fair or achievable Obama’s goals were, or how much sacrifice the country should be willing to make to fulfill them. David Victor’s annotations are sympathetic to the view that Obama’s goals would require considerable economic sacrifice, while Paul Krugman believes that “We have almost all the technology we need, and can be quite confident of developing the rest.” (I haven’t studied the question enough to have a opinion worth sharing.)

But Trump is not engaging in that argument. He could simply tell the world what goals he considers fair and why. But he doesn’t. Instead, he’s withdrawing from the process of setting any goals at all.

Given that I could lower my pledge any time I find appropriate, the only reason I would withdraw from the entire pledge drive is if I acknowledge no responsibility to support the church financially. It would be tantamount to deciding to withdraw from the community.

That’s what Trump is doing here: He’s not defending our sovereignty or protecting our jobs or doing any of the other positive things his speech claims. He’s denying that we have any responsibility to work with the rest of the world in addressing one of the major problems of our era. He is, in essence, withdrawing from the community of nations.

Climate of Propaganda

Bret Stephens’ climate column serves one very important purpose: It illustrates Jason Stanley’s model of propaganda.


Few issues in American politics are as frustrating as climate change. It’s a real concern with potentially catastrophic consequences. The basic scientific description of the problem — burning fossil fuels increases the concentration of greenhouse gases in the atmosphere, which warms the planet by blocking infrared radiation from escaping into space — is solid and hasn’t changed for decades. Every few years, the public seems to be getting energized about the problem, and it looks like we might finally get serious about taking action. But then we don’t.

At the moment we’re in one of our hopeless phases, where science-deniers are in power and we have to focus on preserving what little progress we’ve made rather than building on it. Meanwhile, the clock is ticking. The level of carbon dioxide in the atmosphere goes up every year. That’s not a conjecture or the result of some complicated computer model, it’s a measurement that gets made regularly by a NOAA laboratory on a mountaintop in Hawaii.

If the overall situation is frustrating in one way, attempting to change people’s minds about climate change is frustrating in a different way. You can go into an argument feeling that you have facts and logic on your side, and feel the same way afterwards, but at the same time realize that you didn’t convince anybody. Too often, environmentalists come out of a debate with a feeling of “What just happened?”

A good case in point was the discussion sparked ten days ago by Bret Stephens’ introductory NYT column “Climate of Complete Certainty“, which raised the specter of “overweening scientism” — radical environmentalists who claim 100% certainty for their predictions of global catastrophe and are “censoriously asserting [their] moral superiority and treating skeptics as imbeciles and deplorables”. The problem, in Stephens’ presentation, isn’t the scientists doing honest research on the climate, it’s the people pushing “ever harder to pass climate legislation” and “demanding abrupt and expensive changes in public policy”.

In many ways, the column was just another page from the science-denial playbook written in the 1970s by the tobacco industry: Emphasize the uncertainty of scientific findings, and from there argue that any action would be too hasty. We shouldn’t ban tobacco products, or restrict where smokers can light up, or put excessive taxes on cigarettes, or hold tobacco companies liable for public health problems, or even change our own individual smoking habits, because there’s still doubt. Of course we should take action once it’s been proven that tobacco causes cancer, but until the evidence is so conclusive that even the Tobacco Institute is convinced — which it never will be — we should wait and see. [1]

So Stephens isn’t anti-climate-research, he’s just criticizing the people who want to take action based on that research.

Or is he? There’s a puzzling vagueness to the column that made it very hard to argue against. Stephens didn’t name any of the “overweening” people who claim total certainty for uncertain things, or even identify what those claims are. The only specific example in the piece is a lengthy analogy that has no direct connection to the climate: the data-driven managers of Hillary Clinton’s campaign, who believed they were coasting to victory. They were wrong, so maybe the data-driven predictions of unnamed environmentalists are wrong too.

In other words, Stephens’ column is a very good example of that what-just-happened phenomenon. When I first read it, it seemed to be making some larger point that cried out for refutation. But the objectionable point had a vaporous quality; it didn’t seem to be contained in any particular sentence that I could quote and refute. Take this one for example:

Anyone who has read the 2014 report of the Intergovernmental Panel on Climate Change knows that, while the modest (0.85 degrees Celsius, or about 1.5 degrees Fahrenheit) warming of the earth since 1880 is indisputable, as is the human influence on that warming, much else that passes as accepted fact is really a matter of probabilities. That’s especially true of the sophisticated but fallible models and simulations by which scientists attempt to peer into the climate future.

Like a number of other critics, I might argue with the characterization of 1.5 degrees in 130 years as “modest” — until humanity started affecting in the climate, a change like that usually took millennia rather than decades — but overall, the statement is correct: It’s indisputable that we’re changing the climate, but it’s a lot iffier to predict exactly how fast that change will play out or which catastrophic events will happen when. For example, the land-borne ice sheets in Greenland or Antarctica might trickle slowly into the oceans and raise sea level over centuries, or one or more of them might suddenly slide into the water like an ice cube dropped into a glass of Coke. Nobody really knows.

Andrew Revkin, an environmental reporter that Stephens quotes admiringly (but who believes that “uncertainty, informed and bounded by science, is actionable knowledge” [2]), notes that changes in rainfall patterns are hard to predict: Some models show droughts in sub-Saharan Africa, while others foresee rainfall increasing.

I don’t have any trouble acknowledging that kind of uncertainty, and neither do most of the environmental writers I follow. So why do I feel like something Stephens’ column demands an argument?

What we’re seeing here is a masterful example of propaganda, as described in Jason Stanley’s How Propaganda Works, which I reviewed in 2015.

If your target audience has a flawed ideology, then your propaganda doesn’t have to lie to them. The lie, in some sense, has already been embedded and only needs to be activated.

What’s being activated in Stephens’ column is a stereotype that Fox News, talk radio, and other conservative media has been drilling into its audience for years: Liberals don’t respect you. They look down on you, they think you’re stupid, and because they’re educated they think they can fool you with technical mumbo-jumbo that isn’t true.

That’s the point of talking about the Clintons and using words like deplorable. By doing so, Stephens invokes a previously successful application of the stereotype. You know the way you resent and distrust Hillary? You should feel that way about anybody who wants action on climate change.

It’s also the point of offering no other examples, and no examples at all from the environmental movement. Who does the stereotype apply to? Whoever you need it to apply to. If listening to Bill Nye or Bill McKibben makes you feel stupid, apply it to them. Al Gore, sure. Your niece who just got back from college, or that know-it-all at work, absolutely. Even real climate researchers like Jim Hansen and Michael Mann — the kind of scientists Stephens’ column seems explicitly not to criticize — can be lumped in if you need to.

If Stephens actually made a case against any of those people, that attack could be fact-checked and refuted. If he specified some particular prediction as over-the-top doomsaying, that prediction could either be defended or it could be demonstrated that the real leaders of the environmental movement do acknowledge the uncertainties involved. But a charge made with complete vagueness, one left hanging for its target audience to apply as it sees fit, can’t be answered in any logical way.

That’s how propaganda works. And in particular, that’s the way you will see propaganda appear in conservative columns in respectable mainstream outlets like The New York Times, or in public speeches by supposedly respectable politicians. The real dirty work has been done elsewhere. The lies and stereotypes have already been planted: Immigrants are criminals who endanger your family. Muslims want to take over America, not assimilate into it; and they all support terrorism whether they admit it or not. The poor are too lazy to work, but want you to support them anyway. Blacks are inferior and can’t really compete with whites, so they want the government to take your job and give it to them.

Anyone who wants to take advantage of such notions doesn’t have to state them in places where critics might demand evidence or poke holes in the argument. Like Bret Stephens, the propagandist just has to allude to them vaguely. The target audience will receive the message, and will enjoy the spectacle of opponents flailing vainly to refute what was never really said.


[1] The tobacco playbook and how it has been used in all sorts of controversies over the last half century has been described in two books I’ve reviewed here in the past: Merchants of Doubt and Doubt is Their Product.

[2] I wish he’d stated that in less complicated language, because it’s a point that needs more emphasis in the national debate, and doesn’t require any difficult scientific analysis.

In everyday life, we deal with uncertainty in two very different ways, depending on the circumstances. When we don’t know what might happen, sometimes we freeze until we do know. If, for example, you have a peanut allergy and you don’t know whether the salad the waitress brought you includes some peanut-derived ingredient, you don’t just eat it and hope you don’t wind up in the ER. You send the waitress to talk to the chef, and you don’t do anything until she gets back.

But in other situations, we respond to uncertainty by preparing for all plausible outcomes. When your child is born, you have no idea whether she’ll want to go to college or what college will cost in 18 years. But you don’t wait 16 or 17 years until you have a clearer idea of what she’ll need; if you do, it’ll already be too late to start saving. The prudent thing is to start that college fund as soon as you can, even though you can’t be 100% certain it’s necessary.

If you’re not sure whether you left the oven on, you don’t start preparing for the possibility that your house might be about to burn down; you stop everything and go home to check, or have someone else check. But if you’re not sure whether your department is about to have a round of lay-offs, you don’t freeze until you know for sure; you start getting your resume in order and checking the temperature of the job market, just in case.

This isn’t fancy research-scientist talk; this is how ordinary people live. Sometimes uncertainty freezes you; sometimes it springs you into action.

We’ve let the fossil-fuel lobby get away with the argument that on climate change, uncertainty should freeze us. (Nobody can tell us exactly when Miami will be underwater, so let’s not do anything.) But this point didn’t make sense when the tobacco industry used it — you can’t be sure cigarettes will give you cancer, so keep puffing away — and it doesn’t make sense now. Certainly that’s not how the Pentagon or the insurance industry is thinking about climate change; they’re planning to live in the future however it turns out, so they’re preparing for the possibilities.

That’s just common sense. Rising oceans, more violent weather, changes in rainfall patterns — these are more like your daughter’s college fund or the possible lay-off than like the salad dressing that might contain peanut oil: Even if they’re uncertain, they’re significant possibilities that we need to be preparing against. If there were some quick way to find out for sure what’s going to happen — asking the chef, checking the oven — maybe it would make sense to freeze and wait; but nobody’s come up with a way to do that, so our preparations have to move forward without that certainty.