A global resource crunch little understood by Americans

The image above shows a Liebherr mining excavator and associated truck. Such an excavator can weigh > 800 tons and produce 4,000 horsepower

The crisis that our climate is in is now evident to all. It reminds us of the extreme risks humankind ran by failing to rein in our emissions of CO2 and other greenhouse gases. Many of us have long understood that fossil fuels that exist in limited quantities—and that as humankind draws those fuels down toward “empty” we will need to have in place robust energy systems based on renewables. But there are three other broad types of planetary resources whose depletion by humans is now also close to crisis point. These three categories are: metals, non-metallic minerals, and biomass.

Click to enlarge. Source

This graph from the University of Vienna’s excellent Materialflows.net website tracks the annual global extraction of all of these four resource categories over the half-century 1970-2019, measured in billions of tonnes. In those years, the annual extraction of fossil fuels (grey) increased by around 150%. But the annual extraction of of metals (blue) and non-metallic minerals (orange) both increased by around 350%.

The world population of humans increased by 110% in that period—which was roughly proportional to the increase in the extraction of biomass, shown there in green.

By the way, sustainability scientists calculated a while back that 50 billion tonnes of total annual resource extraction is roughly what’s sustainable over the long haul. We breached that limit in the mid-1990s and are now close to extracting twice that amount.

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The global risks of a U.S. governance collapse

The above image shows Slim Pickens riding a U.S. nuclear missile to its target, from “Dr. Strangelove” (1964)

With this week’s unveiling of yet more indictments of former Pres. Donald Trump and the defiant (Trump-stoked) reaction of his supporters to the indictments, the U.S. governance system now looks closer to suffering a major, systemic collapse than at any point since 1787.

Given the United States’ possession of a mega-capable nuclear arsenal, any such collapse would have massive—potentially existential—consequences for all of humankind. Policymakers and publics worldwide need to start planning how to forestall the worst possible consequences of any such scenario. Starting now.

I don’t think I’m being alarmist. I lived and worked in Lebanon for the first six years of that country’s civil war (1975-81.) I have done in-depth reporting in two other countries recovering from civil wars (Mozambique and Rwanda), and conducted research in other conflict zones. Now, living here in Washington DC I can sense the extreme risk posed to this country’s political system by the battling narratives, the sharp erosion of trust in national institutions, the greed, the positioning, the exchange of harsh accusations, and the mounting fear and intolerance.

But the United States is not Lebanon. It is not Mozambique, or Rwanda, or any of the numerous other countries wracked by civil wars in recent decades. This is a polity that has sat at the apex of the world system since 1945. Its massive, extremely capable military is deployed on every continent. And did I mention the nuclear arsenal? An internal political implosion in this country would be far more momentous for humanity than any of those other civil wars.

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John Kerry, China, and averting planetary disaster

Have you, like me, been wondering what U.S. “climate czar” John Kerry has been talking about with his hosts in a Beijing that, like much of China and the United States, is drenched in extreme weather events?

If you read the (uber-nationalist) New York Times account of the meetings, you’ll learn that Kerry lectured and hectored his hosts. The Washington Post account was more measured, starting as it did with this lede:

John F. Kerry praised China’s “incredible job” expanding renewable energy sources Monday, while urging the world’s largest greenhouse gas emitter to stop building coal-fired power plants.

Let’s hope that Kerry’s approach toward his hosts was indeed respectful and collaborative. The fate of humankind and our whole, deeply troubled planet hangs on these two mega-powers finding ways to work together to reduce greenhouse gas (GHG) emissions, while also reining in the currently raging over-depletion of all of our planet’s material resources.

If these two governments cannot overcome, or set aside, their political differences and find a way to work together to reduce CO2 emissions and resource depletion, then we will surely, within the next 20 years, see extreme weather events “baked” into all of the world’s climate system. We will also see entire economies, small and large, forced screeching to a halt—and also, all the social and political turmoil that will predictably result from that.

First, two key pieces of data regarding these two countries’ recent and projected CO2 emissions:

Click on either graph to expand it. The y-axes (verticals) show the same thing: billions of metric tons of CO2 emissions—but to different scales, as shown. The x-axes show past reported CO2 emissions levels through 2021 or 2022, and then projections from then through 2050.

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War, Morality, Syria, Libya

The above photo is of one of the exultant visits Hillary Clinton made to post-Qadhafi Libya in 2011

I am delighted that after a hiatus of more than a dozen years (in the course of which I was working mainly as a book publisher) I have now returned to the pages of The Nation, with this article about the return of Syria to the Arab League and the prospect this raises for radically de-escalating the civil war that has devastated Syria for the past 12 years, or even—inshallah!—helping this conflict toward an end.

I warmly invite everyone to read the whole of the Nation article! But toward the end I wrote this, which was a point I want to explore a little more deeply in today’s essay:

Especially since the end of the US-Soviet Cold War, many Americans have been attracted to the idea that our foreign policy should be based on morality. But the version of morality that’s most widespread in today’s America is worryingly vulnerable to the influence campaigns of parties that seek to entangle the United States in regime-change operations in various places. And it pays little heed to the long-existing wisdom that war itself is something that inflicts deep harm on everyone caught in its tentacles, and therefore that bringing a halt to an existing war is itself a deeply moral endeavor.

Regarding the “influence campaigns”, I had provided a lot more information (here) on the heavily funded influence (propaganda) campaigns that Saudi Arabia, the UAE, and others had maintained for many years in Washington DC, regarding Syria . Let’s hope those campaigns are now dialed back, or even pushed into a strongly pro-reconciliation mode!

In today’s essay, though, I want to dive deeper into the topic of “the long-existing wisdom that war itself is something that inflicts deep harm on everyone caught in its tentacles.”

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Jake Sullivan’s team quietly sticks it to Israel, over Iran

David Ignatius, long the national-security journo with the closest access to Democratic decision-makers, wrote in an intriguing column in today’s WaPo that National Security Adviser Jake Sullivan’s recent meeting in Vienna with top Chinese diplomat Wang Yi, “Sullivan praised Wang’s mediation of the bitter rivalry between Saudi Arabia and Iran… welcoming China’s effort to de-escalate conflict in the region.”

This is a real turnaround. It deals a strong serious blow to all the anti-Iran hawks in Israel and Washington who have tried to keep Saudi Arabia and the UAE firmly in the anti-Iran camp, and have downplayed the significance of the region-transforming rapprochement between Iran and Saudi Arabia that Wang unveiled in Beijing back in March.

Ignatius diplomatically buried this significant news item down the near the bottom of today’s column. The column also offered many other tidbits indicating that the Biden administration is now finally recognizing the folly, at a time of intense confrontation with Russia, of trying also to maintain or ramp up an intense confrontation with China.

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The dimensions of de-dollarization

The image above shows Saudi Arabia’s King Faisal and Pres. Nixon, on the White House lawn in 1971, the year Nixon unpegged the dollar from the gold standard

De-dollarization — that is, the choice that countries in the Global South have been making to conduct their trade in currencies other than the U.S. dollar — is a growing global phenomenon. It has profound implications for the economic situation in not just countries of the Global South but also Europe and (especially) the United States. It is a trend that strikes at the heart of the hegemonic, dollar-dominated “world order” that has existed since 1945, and is a key marker of the ongoing shift toward multipolarity.

Fairly good explanation of de-dollarization from Visual Capitalist. Click to enlarge

De-dollarization is intimately linked to developments in the world hydrocarbons business, including the decision U.S. elites made more than a decade ago to increase domestic shale-oil drilling, which over the years transformed the United States from a net importer to a net exporter of oil and gas products. That shift acted as a key catalyst spurring countries in and far beyond West Asia to base their trading relationships on currencies other than the greenback. The shift also upended Washington’s relationships with key oil producers in West Asia, which then provided a significant opening for the expansion of China’s influence in that vital region.

Those trends were all discernible before 2022. But when Washington (responding to Russia’s invasion of Ukraine) slapped harsh sanctions onto Russia, it boosted all of them into an overdrive that now looks poised to radically transform not just the global economy but also the global power-balance as we have known it since 1945. In this essay, I’ll quickly pull together what some key thinkers from North America, Europe, West Asia, and elsewhere have been writing about the current push toward de-dollarization and its impact on world affairs.

1.

One of the latest pundits to weigh in on the impact of de-dollarization has been Frank Giustra, co-chair of the influential, West-dominated Crisis Group think-tank. In a May 3 article at Responsible Statecraft, Giustra made the powerful argument that the United States’ true strength in international affairs lies not in its military but in the role of the dollar.

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Untangling Syria’s devastating civil war?

The above photo is of Saudi Foreign Minister Prince Faisal bin Farhan bin Abdullah during his meeting with Pres. Bashar al-Asad in Damascus.

Suddenly, within the past few weeks, there has been a flurry of diplomatic activity that provides real hope that the civil war that’s devastated Syria for 12 years may be headed toward a negotiated peace and a chance for rebuilding. These moves have involved a number of key West Asian governments though there’s a potent global underpinning to them, too.

The past week has seen reciprocal visits by Syria’s foreign Minister to Saudi Arabia, and by the Saudi foreign minister to Damascus, where he met Pres. Bashar al-Asad. Last month, too, Pres. Asad made a state visit to the United Arab Emirates where he was greeted with a 21-gun salute and held talks with UAE president Sheikh Muhammad bin Zayed. Given that Saudi Arabia and the UAE were for many years—along with Qatar, Türkiye, and the United States—the main financiers and strident advocates of the regime-change push in Syria, these visits signal that the war may finally be winding down.

March 2019 map of Syria’s fragmentation, from Al-Jazeera. Click to enlarge

Lovers of peace and justice from around the world should welcome this trend, and should also unreservedly support calls for all three of the foreign governments that still maintain hostile military forces within Syria to withdraw them immediately. These three are:

  • Israel, which has occupied Golan since 1967;
  • Türkiye, which has occupied parts of northwest Syria since 2011-12; and
  • the United States, which has occupied parts of northeast Syria since 2014.
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David Ignatius’s wildly misleading take on West Asia diplomacy

The map above, showing UAE military bases in and around Yemen, is from The Cradle, an excellent news source on West Asian diplomacy.

I have long had a lot of respect for the work of Washington Post columnist David Ignatius, whom I first came across, briefly, when we both working as journos in Beirut in the early 1980s and whom at a personal level I like. His work is generally pretty smart and well-informed. And though he has long been eager to be close to the centers of power, especially at the highest echelons of the U.S. military and intel agencies, many of the opinion pieces he has written over the years that explicitly or implicitly conveyed the views of those officials did two helpful things: (1) They provided an informative view into the thinking of those officials. (2) They put the snippets of info he provided about those officials’ views into a generally smart and sometimes slightly critical context. (Though never quite critical enough for him to lose his access?)

Today, he had a piece in the WaPo that had neither of those qualities and that instead just seemed to be full of hyper-defensive and deeply misleading analytical blather. Lest anyone be tempted to think he is still a smart analyst and thinker, I thought I should comment on some of what he wrote, point-by-point.

I’ll comment, you decide, folks!

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China’s rise and the changing nature of global power

This schematic from CSIS traces the 2018 rail links between China, Russia, and the rest of Europe.

In the United States, relations between China and “the West” are viewed as a trans-oceanic affair, with the Asia-Pacific region forming its main arena of cooperation or competition. Viewed from Europe or West Asia (the area formerly known as the Middle East), relations with China look different: in recent decades the many land routes that crisscross Eurasia in all directions have been growing fast in length, connectivity, and capacity.

Click to enlarge. Source.

This could mark a big historical turning-point—or rather, a return after a 600-year hiatus to the kind of world in which, in the late 13th century CE, Marco Polo and his uncle traveled overland to, and through, large portions of China, as shown here.

In the intervening centuries, it was the lethal naval power of a handful of small West European states and their American offspring that came to dominate the destinies of all of humankind.

Everywhere they sailed in 15th through 20th centuries, those European-origined naval empires crushed the power of the large land-based polities they encountered. The Aztecs, Incas, Mughals, Ottoman, Ming and Qing Chinese, and numerous other empires and local confederations were all wiped out.

So now, 600 years after Portugal’s Prince Henry the Navigator first started to build his network of heavily armed trading posts along the coasts of Africa, it looks as if land empires and the ties that bind them are about to make a comeback.

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Tick, tock: The countdown to Washington’s strategic idiocy

First, a quick disclosure: As someone extremely fond of the young people in my family, I am deeply concerned about the effect of all social media apps on the lives and psyches of tweens and teens. Not just TikTok, but all of them…

So now, on to TikTok and the outrageous spectacle of the hearing the House of Representatives Energy and Commerce Committee held yesterday into alleged harms that it accused the Chinese-owned company of inflicting on Americans. And no, the spectacle there lay not just in the stunning ignorance some committee members displayed about the basics of the technology they were allegedly investigating… It lay even more in the sad parade of unthinking, anti-China prejudice that they modeled and amplified in their remarks.

Few of these elected representatives showed any interest in actually listening to, or learning from, the answers that TikTok’s ever-patient (and by the way, Singaporean) CEO, Shou Zi Chew, gave to their often baffling questions. The reps were too busy grandstanding for the cameras and for the national audiences that they assumed would just love to see them strut on the big Sinophobic stage that this five-hour hearing afforded them. (Big kudos to NY Rep. Jamaal Bowman, who was the only member of Congress prepared to stick up for TikTok and to question the anti-China nature of the hearings.)

Within the broader “blob” of today’s Washington political elite, anti-China agitation is now, all too often, a quite bipartisan affair. But why? I don’t necessarily expect every member of the House Energy and Commerce Committee to be conversant with the writings of Clausewitz, Sun Tzu, Bernard Brodie, Henry Kissinger, or other great strategic thinkers. But I would hope that the relevant leaders of our national-security apparatus might have given serious thought to such matters… especially in the age of possible nuclear annihilation that we’ve been living in for 78 years now.

But no.

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