Month: November 2023

Ukraine Has Lost

On November 3, 2023

It’s all over but the shooting, as the saying goes.

Avdiivka is being encircled in record time. The US is transferring its attention to Israel and Palestine. The Russians now have the largest armaments industry in the world for the stuff that matters, and North Korea and Iran are supplying them massively (though Iran may be about to be distracted.)

Back in March 2022 Ukraine could have negotiated peace terms. My guess is that the next negotiations will be surrender terms.

It was always clear, and I have said so consistently from the start, that Russia was going to win. Ukraine cannot win a war of attrition with Russia, especially when Russia has air superiority and far more artillery and artillery shells.

The West has been unable to ramp up weapon production, mainly due to the arms industry being a very small oligopoly who are interested in earning more per unit and maintaining bottlenecks.

Last year I read in an article that Medvedev, I recall, explained to Russian arms company execs, in excruciating detail, exactly what the Soviets did to plant managers who didn’t meet quotas in WWII. Since Putin has a record of dealing harshly with capitalists who cross him, this was taken seriously. The West isn’t really taking the war seriously, except maybe Poland and the Baltic republics, and Poland has essentially no arms industry of its own.

U.S. News now ranks Russia as the most powerful military in the world. I suspect they’re overstating the case, but Russia is certainly number two or three. My suspicion is that, as in the Cold War where USSR military strength was constantly overstated, this has to do with wanting more money for the military budget.

The sooner Ukraine negotiates, the better deal they’re going to get. Fortunately for them, Russia would be insane to take non-Russian majority areas anyway. The real risk is the coastline, while it isn’t all majority Russia, the urge to make Ukraine into a landlocked country will be immense. And certainly Russia wants Odessa.

In a larger sense the loss of Russia to Chinese alliance is the loss of any chance of defeating China. The biggest geopolitical blunder of the early 21st century, and the end of the oil and gas deals with Russia is the end of German/European energy intensive industry, which is a LOT of it.

Oh well.

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Climate Change and Environmental Collapse (State of the World 2023 #2)

By Ian Welsh

On November 2, 2023

Comments

(This is second in the series promised during the 2022 fundraiser. For #1 (imperial collapse) read here.)

I’m going to keep this one brief.

This year has seen the constant shattering of temperature records. Temperatures in the high thirties, in winter, have been common.

The majority of the Mediterranean is going to be uninhabitable without air conditioning for months every year. This includes North Africa and the European areas. The same will be true of most areas of the tropics. Time scale is ten to fifteen years.

Because climate change includes weather instability, it will become impossible to get property insurance in increasing areas, starting with the coasts and areas prone to wildfires.

Wildfires will continue until the ecology of areas has changed to one suitable to their new temperature and rainfall pattern.

In the short to mid term, there will be a lot of river floods, then rivers based on snow pack or coming from glaciers will reduce in size or dry up. Most of the world’s aquifers are drained, and many are poisoned. This means vast areas will become unsuitable for agriculture, which will lead to genuine food shortages. We haven’t had those in a long time, our current shortages are because we can’t be bothered to distribute food, of which we have great excess. But by 2030 we’ll see some real famines, and by 2040 almost everyone’s going to be eating less, even if they aren’t going hungry.

The oceans will become increasingly lifeless, and most fisheries will collapse. Even sea farming will be difficult, as oxygen content drops and acidification increases. If you’re middle aged, you’ll see the start of the Sea of Jellyfish. The real danger is if CO2 fixing and O2 emitting plankton collapse, in which case we’ll see some real problems.

On land, the great rainforests will mostly die. This includes the Amazon and Congo. They will be replaced by wastelands, and will be almost impossible to regrow under the new circumstances. This will, again, lead to vast increases in CO2. The effect on Brazil will be catastrophic.

The first ocean inundations will come sooner than almost anyone thinks and low lying countries and areas which have not built sea walls and pumps will go underwater. Bangladesh is a good weather vane here, but the northern Chinese breadbasket is at risk in the second wave.

If this was only about CO2 and global warming the realist optimist types would be right that it’d suck mightily, but whatever. The danger is that we’ve also go ecological collapse going on. I can’t estimate the odds correctly, but collapse of food chains, and in particular collapses of microbes, insects, plankton and so on could lead to drastic issues. The old line is that if the bees go extinct, so do we, but there’s a lot more risk than that, and that’s the “apocalyptic” scenario.

In your personal life, you should be preparing. Find a way to get your own water, even if it’s condensation. Food is important but understand that growing it outside is going to be tricky because of climate instability. Food you can count on will have some form of environmental control.

Expect everything to come in faster than the consensus ICC estimates. They’ve almost all been wrong to the upside, so consider them the “best case scenario” and don’t plan for that.

Climate change and ecological collapse are going to play into geopolitics in a big way. Normally, as I wrote yesterday, the ascendance of China would be all over except the shooting, but China’s going to get hit hard. They’re not stupid, and they know this. They just penned an absolutely massive deal for food from Russia, for example. But they need to do a lot more, and they and everyone else are going to have to change lifestyles. An economy of millions of cars, with sprawling cities makes no damn sense if the future that is coming.

Refugee waves are going to be absolutely massive, with hundreds of millions of people on the move. Multiple countries will collapse into warlordism and anarchy. There will be real revolutions, with elite murdered en-masse, because when people start starving and going without water, they will freak.

There just isn’t going to be enough to go around, it’s that simple.

If you want to survive, beyond the obvious, make friends and join or create strong community groups. You want a lot of people to like you and want you to live. Find a way to be useful, if possible, too. Plumbers and handymen and makers will be taken care of.

This is still some ways off, but understand clearly, civilization collapse has started, we are past the peak and past the point where we can stop it with any actions which it is even slightly conceivable we are capable of taking politically.

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