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Tag: Energy Policy

  • Odd Items

    This week has been very strange, even by 2020s standards.

    Sap on a tree trunk, August 22nd, 2025, in evening sun light. Just something pretty.

    I have been employed since September, a couple of temp extensions and I got another extension last week. Have been working hard to justify my continued paycheck, so posting has been sparse. It will probably continue to be so, until I get things stabilized.

    The inflation is getting out of hand. On Thursday, the gold visited briefly at about 5600$ per troy ounce, silver tested 120+ range before settling below 120$. In the cafeteria, where I often go for lunch, the cheap meal of 2 pieces of chicken, a piece of corn bread and some side was 20$, a bigger meal 35$ and there was an 8-piece 70$ option, too. Then on Friday an incomprehensible double digit collapse of gold and silver prices, some say 8 – 10 sigma event. Also crypto went down, hard. The metal move was some times blamed on nomination of Warsh as the next Chairman of the Fed, but metals don’t move that much for nearly anything, at least they did not used to. People online grumble about market manipulation, but even that does not make sense, unless the economy is very, very fragile. A few years back, I could not imagine an event smaller than WWIII moving metal prices that fast. No, scratch that. A few years back, I could not imagine metal prices to move that fast. Period. However, I doubt the chicken will be cheaper next week.

    Greenland forgotten, our troops are amassing near Gulf of Persia. Government is currently under partial shutdown. On the top of the shutdown, the Federal administration is trying to stop disbursements to the states that refuse to investigate various forms of fraud on social services, health care, etc. There is a simmering tension that might flare at any provocation back to armed violence – the states are choosing their sides whether to support the Feds on immigration enforcement or not.

    Meanwhile, there is the Moltbook issue. To me, it is unclear if this is a clever community make-believe or whether the AI agents are gaining autonomy or something between. Some in the Internet are screeching about Skynet, but it is the reality of our energy infrastructure that is a kicker. For example, there were over 180k households without electricity in Tennessee after a winter storm, tens of thousands still today, though the repairs are ongoing relatively fast. Even under the best of the weather conditions, many interconnects are under enormous strain between the Green New Leap that has destabilized the grid and the AI server farms which require power of millions of households. If I were a betting person, I would place money on the complexity collapse over the shiny AI future.

    So, while charging my phone, I decided to use the time for making a no-context video of clips taken August 22nd, 2025, and then start writing a blog post as a place for that video.

    Seed structures fluttering in wind, black ants on a tree (some sap)

  • Oil

    China imports more Canadian gold than Canada officially exports to China.

    Canada de facto protects Chinese (international) drug super laboratories.

    I wonder if these two things have something to do with each other?

    Trump administration has used this as an excuse to tariff Canada. Trump administration also supports Albertan separatism.

    Towards south, US has sent military and naval units to fight drug cartels in Venezuela.

    ‘Certain cartels’ had been designated as foreign terrorist organizations on the same day as Trump was sworn into presidency paving way to military action, but I was slightly surprised at this week’s movement to Venezuela instead of Mexico, which the US media more commonly connects to cartel activities (not to mention being the focus of our militarized border wall.)

    Crude claims that USA just wants Venezuelan oil again, just like in the past 20+ years of regime change attempts, seem somewhat plausible.

    It might be the Venezuelan threats against Guyanan oil fields in Essequibo that are currently exploited ExxonMobil that triggered the latest action.

    An infographic shown by X user placed Canada among the high oil resource countries – most of which were either destabilized, contested, under hybrid warfare / influence campaigns, or Western sock puppets. Kazakhstan may have been the only exception in the list, but that may be just US being more remote than Russia and China. Bouts of sanity, like recognizing the limits of former ‘hyperpower’ are extremely rare, rarer than pacifism, in Washington DC.

    But a grim fact is that the Western technocivilization is running out of energy, among other resources. Whether for AI powered surveillance dystopia or utopistic popst-scarcity dream, reality is reasserting itself crushing them all with resource scarcity.

    Looks like the oil wars (including hybrid warfare), this time north and south, are back on menu. With War on Drugs joining hands with War on Terror as casus belli.

  • Resource Competition

    I saw an interesting video from YanasaTV. He was discussing about blue pigs and their causes in California. I think this is a symptom of even bigger problem than he described, so I thought to expand a bit.

    The starting point was boar meat that had turned blue in some parts of California, because of liberal use of rat poison, which dyes the meat.

    According to the video, farmers have been fighting against a figurative tidal wave of rodents, whose populations had exploded in four counties due to farm and orchard closures leaving them tens of thousands of acres of prime breeding areas in almond country.

    The orchards and farms are closing because of California’s water policies, justified by drought blamed on climate change, specifically the conservation laws passed 2014 were a death blow to many farms. I remember the wave of orchard cuttings when many farmers got rid of their almond trees and then the markets in the urban areas got bundles of (expensive) almond firewood. After all, you might at least sell the cut trees for the last bit of income. Recent growing season, documented orchard removals took more Kern County almond acreage than those of Stanislaus County. Again, not surprising. When I drove to LA in 2022, Kern County was drought burned chiaroscuro, like Dali painting, only dusty orchards being green, Stanislaus County being greener, though still dry. If I correctly recall, that year Kern County had gotten 100% of its water allocation cut, Stanislaus County 50%.

    The official explanation of the laws was the environment and need to save water. However, an important underlying cause influencing the passing of water laws was consolidation of water rights under the big players. (get reference)

    Any case, according to Yanasa TV, last year California lost 8000 farms, to multifactorial causes, but lack of water is a big one. Oddly enough, Texas lost even more farms, 18000, also often due to lack of water. In Texas, the irrigation competes against AI server farms. And is losing.

    That caught my attention. The news have been buzzing for a couple of years about how the Silicon Valley firms have been moving to Texas because of their nicer regulatory environment. The discussion online had given me the impression that this was due to the taxes and insane regulatory policies of California. I had not thought about the water regulation, but in hindsight, it should be obvious. The firms are moving to what is greener pastures (more resources) for them, never mind the parched pastures of the ranchers. Which are blamed on climate change.

    The final point I got from this YanasaTV video was the question, how do we feed the billions of people if we reallocate agricultural resources to feed AI? The regulations hindering the agriculture are passed under the pretense of ‘conserving the resources’, but to me it seems that most if not all conservation regulations are nowadays just to preserve the ‘protected’ resources for the powerful, whereas the little people like me get to enjoy the Green New Leap as increased energy and food prices. And as shortages of critical resources.

    The California water rationing for urban dwellers and destruction of small farms is not about conserving resources, since water is very much available for the Big Almond, golf courses, and such. It is about extirpating the competition for scarce resources the big players want for themselves. If the side effect is the ballooning fruit, vegetable and meat prices for the small people, someone is making money of that, too. At some point the breakeven point when increasing prices will not bring more profits because the consumers cannot afford to buy will be reached but the availability of food (and energy or other resources) relative to the need will determine whether that happens before or after a mass uprising.

    Speaking of AI and energy, I wrote the other day about rolling blackout warnings in Maryland and New Jersey. I think the AI industry will have to begin to address its effects on the energy grid soon, maybe already next winter. Once people will begin to experience survival threatening acute shortages, backlash is guaranteed. The incoming collapse of the power grid, by the way, is the main reason why I chose coastal California as my bugin place. If the grid fails, I will not freeze to death.

    But my realization about all of the above: there is no such thing as a conservation law. There are only resource reallocation from the poor to the wealthy laws.

    Note added in proof:

    Nova Scotia in Canada banned people from going into woods, either Crown lands or privately owned lands belonging to someone else. Traditionally people had enjoyed access to Crown lands, but now they had been told that this privilege had been taken away to prevent forest fires. 25000$ fine for people trespassing their country’s forests. Would you feel like hemmed in?

    Then I read that the Nova Scotia woods (over 3500 acres of them) are getting sprayed with defoliant that is being used to kill unwanted (less economically useful) tree species. Imagine large swathes of dying and drying trees in the middle of a drought. Controlled burns to free land for more profitable tree species were speculated. The cost to the ecosystem is hideous, so is the loss of immaterial (and material) value to the people.

    Not that immaterial value even matters to the powerful. My uncle back in Finland told that they are planning a data center next to a big hydropower plant in the town he lives in, and the land being developed has stone age sites on it. I don’t know how valuable these sites are archeologically, but I suspect they have not been properly studied, either.

  • Power to the People (Or Not)

    Midwest Chick posted recently that Lava Ridge Wind Project in Idaho was cancelled.

    This project was opposed by the residents but the previous administration gave it go ahead in December 2024 anyways. Now the approval was canceled by the Department of Interior due to legal deficiencies, including proximity to a Minidoka National Historic Site (WWII Internment of Japanese-Americans) and local opposition including lawmakers and local 0fficials

    Meanwhile, Maryland is threatened by rolling blackouts. Rolling blackouts may have lots of proximal reasons, but my gut feeling is that the main causes in some order are: fragility of green power sources, deferred maintenance of the grid, and increasing power demands of everything is computerized AI society. In the end of the article was a warning for people with refrigerated medication or medical devises needing electricity to have an action plan in case of outage. The power prices in Maryland and New Jersey are moving up and the consumers are livid.

    As a Californian, I am not in a position to point fingers on energy grids, but ours should have been a warning example, not something to emulate.

  • Resolution Weekend

    I just saw a video on YouTube by a gentleman who seems to be into Bitcoin. Aside from the Bitcoin part, there were interesting little news.

    Bank of England has published a bail-in guide. The term of note is ‘resolution weekend’. That’s when the peoples’ bank accounts will be converted into bank stocks at some fraction of value.

    I had already become aware that millionaires and billionaires are fleeing the UK by their thousands, an exodus greater than that afflicting PCR, despite PRC having vastly larger population. I was surprised at the claim that the departing assets are equal to 4% of UK GDP. Dividing the 91.8B$ cumulative wealth of the departees by 3640B$ estimated GB GDP gives only about 2.5% in mu calculator. It will be interesting to see if the UK government will go full DDR and slam the exit doors shut at this hemorrhage. They already have the hate crime reporting lines and speech crimes police (in case someone could post something UK government does not approve) so why not go for the full experience, complete with empty shops?

    Meanwhile, EU has made a deal of the decade (this century is too young to claim that something even weirder would not be coming through the pipes) agreeing to: 15% export and 0% import tariffs with US, 750 billion euros worth of US fossil fuels while banning all the Russian fossil fuel imports (which had continued despite the war, including quite a lot of natural gas transiting in pipelines through Ukraine), and 600 billion euros of private direct investment to US.

    Exactly what this private investment is and how EU Commission can agree to seems unclear. According to the document description page on EU side, the agreement is not legally binding. I suspect that the tariff and energy deals were a bribe to US to let EU still continue their war – I further suspect large amounts of US military gear to be included in that 0% import tariff. Also, I suspect that EU will rather soon have a resolution weekend for bank accounts as they are already talking about mobilizing funds laying in peoples’ bank accounts to fund plans that are excessive for the public purse. Pension funds are joining the arms bonanza. Bonus points if these ‘privately funded’ imports/investments will count towards the 5% of GDP funding target for non-US NATO members.

    Joker in the game: EU CBDCs, denied by European Central Bank to be programmable with expiration dates (not to mention blocking or sin fees for non-approved uses, which would similarly depend on programmability.) (There are also privacy questions.) I wonder what the actual utility of EU CBDCs for the small people would be, and how CBDCs (programmable or non) would affect application of a Resolution Weekend?

  • Possible Bad News

    I fear that if the ceasefire between Israel and Iran fails, USA will be entering into two-front proxy war.

    Our current proxy war in Ukraine is not going well, and we are pulling our weapons help away (every other day, it seems, on the other days we are giving them more). European part of NATO is upset but considering the state of their economies and especially their armies (with a couple of exceptions), I doubt their help will be decisive in any manner. If it would be, this war would have been over years ago.

    I thought the news about us stopping to give missiles to Ukraine was about our economy and military-industrial complex, which in these days is more military than industrial (our industries having been long since outsourced), no longer sufficing for policing the world, but the latest rumor / development, namely China (PRC) strengthening its military support to Iran to counter our support to Israel, if true, means potential opening of a new proxy war. Against the biggest manufacturing powerhouse in the world that desperately needs a boost for its stalled economy. And needs the Iranian oil, the access to which has been complicated by the conflicts involving US backed Israel (although China has benefited hugely from US sanctions which have forced Iran to sell their oil on discount.)

    I have for some time thought about China and Iranian oil and China-Iran railway, and how Japanese got motivated to attack to Pearl Harbor by US blockade of Japanese oil imports. Just having an ominous feeling about this.

  • Alligator Alcatraz and Other Signs of Times

    Alligator Alcatraz

    Florida is constructing an ‘Alligator Alcatraz‘, a deportation facility in the m Everglades. An abandoned airport project will be (government) quickly converted into a 5000 bed facility with an idea that the surrounding swamp area with its alligators and pythons would be part of the security. Federal government will use FEMA’s Shelter and Services Program money for the center. Presumed Federal costs will be 450 million dollars annually. Assuming processing speed of two weeks per deportee and full occupancy, that housing alone will cost 3750$ per person though I doubt government will be that efficient. But Alligator Alcatraz is a catchy name, good marketing!

    The immigration industry seems to still provide good income for some – left loves to import immigrants with government paying the housing, whereas right loves to deport immigrants with government paying the housing.

    Nigerian Oil Production Woes

    Alleged 7.2 billion US dollar fraud in Nigeria has led to the arrest of two officials in Nigeria’s state owned oil corporation and three other officials are being investigated. Annual allocations of money meant for revamping and rehabilitation of old oil refineries had not been efficient, as Kaduna, Warri and Port Harcourt refineries “haven’t been producing fuel in recent years” as Oilprice.com reports. Nigeria is struggling to meet (as in has not met) its OPEC quota of oil production due to crime and “struggles to launch new projects”(ibid.)

    Sweden has illiteracy problem

    Regardless of the possible reasons for the Swedish education crisis described in this Zerohedge article (originally from Epoch Times but they require registration), about 800000 of 10 million inhabitants of Sweden are categorized as illiterate. While he definitions of literacy may have changed over the centuries, this is according to the author “the highest number since at least the mid-19th century, possibly since the early 18th century.”

    During 18th century Finland was part of the Sweden, and literacy was then enforced by strong state church that demanded that everybody had to pass confirmation (which was prerequisite for get married – premarital relationships were strongly disapproved those days) and to pass confirmation had to know how to read (the material promoted by the state church , other literacy was a bonus.) Perhaps, if literacy would again be a basis for full civil rights (e.g., one would need to be able to read a contract for their signature to be legally binding), the literacy rates would begin to climb again. Without motivation to learn, there will be a segment of population that will not make an effort.

    Also, what was alluded in the article but I think should be emphasized is that many of the modern students do not even speak Swedish, and before they learn the language they won’t be able to read or write it, either. Also the Finnish literacy levels which used to be among the highest in the world are declining, at least according to PISA statistics.

    A picture from Finland, February 2025, not directly related to Alligator Alcatraz, Nigerian oil production or Swedish literacy.

  • Some News

    Nobody expects the Spanish interruption

    This week Iberian Peninsula had a massive power outage that darkened large parts of Spain and Portugal, affected Andorra, France and according to some, Netherlands and Belgium. I have not yet seen the proximal cause for the outage published, though speculations have run from Russian hackers to atmospheric phenomena. What is increasingly clear is that the Western European power grid has become extremely vulnerable to disturbances and even the slightest wobble can collapse the interconnect.

    European power grid is at 50 Hz and already 0.5 Hz out of sync causes massive troubles – the power grid can choose to shut down or experience massive damage when the system goes off even that slightly. In Spain, the power grid began to experience fluctuations blamed at some point on ‘induced atmospheric oscillations’ (a mistranslation?) or anomalous heating. However, the power grid had lost large fraction of its buffering capacity as the power production has moved from traditional big power stations with big turbines that maintain inertia against minor fluctuations to renewable energy which uses inverters. In other words, the power grid had become more fragile. Spain had just six days earlier boasted about having produced 100% of its daily energy by renewables. Spain is not alone with its fragile grid, the EU wide race to Net Zero has weakened grids over the Western continent. Individual countries have relied on power production of their neighbors to subsidize their climate programs, and when the neighboring countries transform from help to drain, whole Western Europe is in trouble,

    Snake

    Unrelated to European problems, Japanese Tokaido Shinkansen line had about an hour and half train stoppage due to a power outage caused by a snake that had slithered into power line. Or maybe the snake was a tool of a global conspiracy against power grids. The article did not know the fate of the snake.