Green Stimulus

Jokes about the size of Obama’s package notwithstanding, discussion on once-and-future efforts to get the country going again but in a different direction are a re-run of the initial green wave. As a correspondent at Marshall’s puts it

My practice group works exclusively in the public sector. Obama’s only constituency in Congress and the nation for bold initiatives, such as Green infrastructure, will come from states (a small handful) that are ahead of the curve on green initiatives. The biggest candidate is CA, where the Governor has already signed legislation that is more aggressive than the federal government, or likely, any other state in the Union. How much congressional representatives from CA are in line with these initiatives is not clear. Other constituencies will be politicians from states with companies heavily invested in green technologies and industries, such as wind farms, solar, and solar thermal (big energy, small footprint so far). Ironically, many of the bigger companies are based overseas.
My conclusion is that the constituency is not ideological, nor is it very deep. Politicians love Green the way they love “tough on crime.” It’s a great ad, and you don’t have to do too much, other than build a few prisons in the latter case, and show pretty pictures of wind turbines in the former. Green initiatives have been seen as a potential boom catalyst. In a global economy that has driven down the price of oil, the national security imperatives that were the strongest political selling points, are lessened. Obama will need to make a case directly to the people and drag a disinterested Congress with him. Does he care enough? Time will tell.

What this financial collapse on so many levels boils down to is an open opportunity to pivot. We already know that we cannot go back to doing/living/driving/buying/building/traveling/growing/powering the way we used to. So this gargantuan effort to stimulate the economy must be informed by that reasoning. It was going to take a gigantic re-investment in public-oriented (mass transit, updated electrical grid) infrastructure all along. Now we are going to get one under the not very different pretext of saving the economy and creating jobs.

Our energy problems and the depressed economy are related, we must let them be one.

Distorting the public conversation

It mostly goes without saying, for long gaps on this blog at least, that the reason Green is so compelling as a stand-in for sustainability is that it also happens to be highly useful slang for money. And has been for what’s going on an epoch, in any meaningful sense.

It’s the double-entendre that provides its edge – as divergent as the two meanings in one word are. Incoherent is more like it, but just enough to provide a little of each to lap over onto the other and provide some of the ambiguity that might pull us through the rough patch where our pursuit of money has outdistanced its effective ability to shield us from the consequences of its single-minded pursuit. Vagueness is a currency that itself can and will lose effectiveness as the clearly-spelled out cruelties of life re-assert themselves. We’ll hope for vague cover again, to attempt surreptitious movement toward better, more sensible pursuits. Because we can’t do it out in the open.

All this is to point up the way green as money has stepped to center stage again, becoming more precious as its gotten tighter, even more precious than the precarious fate of the planet on which it is spent, invested, given and taken. It’s pitiable but this is the way it is – the way we are. This mentality leads with ‘we will become more energy efficient/invest in new sources of renewable energy when we can afford to’. It ends up where? Like capitalism or any ism, it doesn’t care. Only we can show concern or guard special preferences. We have to decide some things. Like when we might be able to afford to become less wasteful, for one.

And as quickly as the massive financial losses spilled into the open this fall, the money is crawling back into its holes as fast as possible. It might even be able to provide the cover of vagueness again soon and enable us to return to making more (safely) ambiguous motions toward sustainability and ‘going green’. But we won’t be able to decide or allocate anything in any different way as long as this trend remains in tact.

energy flows & waste streams

in communications, that is. Whether it’s their own supply chain and carbon footprint liabilities or those of thier clients, it seems that what green means has begun to have an impact on the advertising and marketing industry other than as a must-have trend. Here’s a video from Advertising Age, with Don Carli from the Institute for Sustainable Communication saying some smart things about… sustainability.

Sustainability as an ‘actual marketing strategy for growth’ is still a contradiction to my ears; but even as practiced by W*lmart, the savvy it portends will eventually boil down to a small playing field whereupon we witness, via pay-per-view, the cage match featuring a closed system vs. messaging. The closed system will prevail and then the whole cycle will begin again with the closed system as the premise – which will change the meaning of the terms actual, marketing, strategy and growth. Then things might get interesting.

Climb on up

On your nearest crane and take a look at how far we have yet to fall. Through the contours of language, from the way banks cache who owns what to the way we talk about cycles of growth, the signals are coming in clear enough to touch.

Rising vacancy rates were expected in Orange County, Calif., a center of the subprime mortgage crisis, and New York, where the now shrinking financial industry dominates office space. But vacancies are also suddenly climbing in Houston and Dallas, which had been shielded from the economic downturn until recently by skyrocketing oil prices and expanding energy businesses. In Chicago, brokers say demand has dried up just as new office towers are nearing completion.

To the extent that the reporter touches on how terribly caught off guard owners and developers have been by how quickly the market has collapsed underscores the deliberate, long-term nature of such construction projects. Okay, things could have markedly changed since ground was broken on a particular, hypothetical skyscraper some eighteen months ago. But getting in on markets just as they deteriorate is not the kind of specialty for which you want to become known. And then this

Among commercial properties, the most troubled have been hotels and shopping centers, where anemic sales and bankruptcies by retailers are leading to more vacancies and where heavily leveraged mall operators, like General Growth Properties and Centro, are under intense pressure to sell assets. But analysts are increasingly worried about the office market.

So picture an aircraft carrier, having received a special message about a new mission, slowly turning to begin in a different direction. It’s slow, perhaps hard to see or feel, but everyone on deck and below knows the ship has to change course in order to actually begin moving in a different direction. It would be foolish to allow the captain, crew and the whole admiralty to expect the sea – and the globe – to re-orient itself around the old path of the carrier in order to change its course. Wouldn’t it?

All kinds of things to stop doing. Take your pick.

Got Milk?

Sweet little baby in the manger I don’t even know where to start with this. A family portrait of our bloat if there was a need for a new one. The economic ‘slowdown’ (c’mon!) has led to a growing surplus of so many things we’ve been overproducing as a means to take advantage of growing markets… either we’re such children about this or our economic system remains too primitive as to allow for self-destructive indulgence – which are basically the same things.

Anyway, cows. Too many. Producing far too much milk. So much that the government price floor kicks in and we begin to buy the excess while producers continue to feed and milk Elsie so as not be caught flat-footed when things ‘recover’. Please. And this.

In China, for instance, per-person dairy consumption nearly doubled in just five years, to 63 pounds in 2007 from 33 pounds in 2002 (though it remains far below the per-capita consumption in the United States of about 580 pounds), according to the U.S. Dairy Export Council. The growth translates into the need for nearly 40 billion pounds more milk each year, roughly equal to California’s annual milk production.

Okay, stop right there. 580 pounds of milk per year per person, and the Chinese are up to 63? Forget methane and the effects of cow flatulence on CO2 emissions for a second and just think about how
much more we are consuming than, one might suspect, we really need. It’s not just a little extra but on the level of orders of magnitude. I do not know what the optimum consumption of milk per annum would be. But I do think that whether it is 137 or 683 lbs. it should be separate and apart from how I define the idea of personal freedom. If I want to consume 974 pounds per year, fine. Set a healthy range for my consumption (b/c I’m obviously incapable) and charge me more when I whiz past it. For the milk, for the extra weight on my plane ticket, for the added trips to the doctor, for the car tips to work b/c I’m feeling too ‘slow’ to bike in. The impulse to set price floors for the cost of anything is being calibrated in the wrong direction. Let’s determine what consuming all this milk is costing us and set price parameters based on that.

As a part of this we can begin to understand all of these excess points in housing, automobiles, and commodities of all sorts as part and parcel of the ‘slowdown’. We’re slowing down because we’re bloated; when you’re out of shape and out of breath, you can’t help but slowdown. I don’t mean to make this sound so simple and will stop if others will throttle back on making it seem so complicated.

Greens

Collard Greens, that is, which allegedly represent the wealth in your future but are really just soul food. Sometime this afternoon take:

One mess (approx. 1 1/2 pounds), Collard Greens

Four cloves of garlic

one tbsp. red vinegar

soy sauce and salt, to taste.

Soft boil Greens and spices for an hour. Serve with black-eyed peas and cornbread, maybe a Newcastle or two.

Good year and good luck.

Carbon-free city, sea view

Via, the United Arab Emirates capital of Dubai is planning construction of the world’s first ‘zero-carbon’ city in the middle of a petroleum-drenched desert. It sounds like offering pony rides in the middle of a zombie theme park, but also looks like they’re serious.

Using the traditional planning principles of a walled city, together with existing technologies to achieve sustainable development, this six sq km expanse will house an energy, science and technology community.

Called the Masdar (meaning ‘source’ in Arabic) Initiative, this ambitious plan for a ‘Green City’ is being driven by the Abu Dhabi Future Energy Company, a private, joint stock company established and wholly-owned by Mubadala Development Company.

‘‘As the first major hydrocarbon-producing nation to take such a step, Abu Dhabi has established its leadership position by launching Masdar, a global cooperative platform for open engagement in the search for solutions to some of mankind’s most pressing issues — energy security, environment and truly sustainable human development,” Masdar chief executive Sultan Al Jaber said.

Abu Dhabi accounts for more than 90 percent of the UAE’s oil resources, and the country’s reserves, exceeding 100 billion barrels, ranked third largest in the world.

The ‘Green City’ will house the Masdar Institute of Science and Technology, a graduate science and research institute that will be established in cooperation with the Massachusetts Institute of Technology; world-class laboratories; commercial space for related-sector companies; light manufacturing facilities and a selected pool of international tenants who will invest, develop, and commercialise advanced energy technologies.

There is also a lark in there about ‘rapid personal transport systems’ and reference to the fact that Abu Dhabi sees temps north of 50C in July and August, so  like any good theme park brochure there’s a little something for everyone.

Even with petroleum reserves of more than 100 billion barrels, the Sultan is seeing the writing on the wall. From the time of Aristotle, scientific knowledge has profited from time spent in Arab hands, so we’ll see. It’s not like we’re trying anything similar outside of Indianapolis or anything. Imagine the headlines if that were the case.

Happy New Year

Metamorfossi

“You Americans need to step out of yourselves, we like you people,” George White Eye* insisted, his own focus lit wide, wider than the small room in which I lay. I cannot respond with his fingers inside my mouth. “You understand what I say?”

More…

Green Recovery

With the stock market ready to record its biggest annual drop since 1931, conversation automatically advances toward January and what kind of economic recovery investors can look forward to. Pick any of the questionable words/phrases out of that last clause to gauge how out of touch we remain, from a media standpoint, with what is happening to the country, the economy and the planet in concert.

The optimism is hard to overstate; we’re a resilient people, no doubt. The dissonance is amazing. And, truthfully, we shouldn’t be cowering. But we need to put that optimism to the test and face facts. Keeping your head up when things are grim, that’s optimism. Doing the same things over and over and hoping for different results, well, that’s just another way of licking our ears clean.

This future that we’re afraid of is within site; ours is to embrace it, prickly though it be. The assumptions coming back into focus in hopes that this little economic tremor will pass need to be held as suspects for a while longer. Habeas for all – read them their rights, charge them and give them their one phone call. But hold them. We seem to never be able to concentrate on any one problem long enough to get it by the short hairs, if you will, before something conveniently displaces it. I’m not talking conspiracy here. It’s the millions of false equivalences that are a natural outcome of a shallow cultural paradigm we’ve allowed to slip into place, where everyone speaks in the language of commodity but no one understands the slang.

All you money managers out there need to hold your seats for a while. Alternate reality: Figure out something to do with your money within five hundred yards of your driveway as a method to tilt the local tax coffers again. Seriously. Economies of scale have nothing to do with humans.

Recovering the green will mean having people make things for other people. Re-establishing local identities, putting people to work, paying taxes, furthering the public good is the only way to increase the wealth of a wealthy society.

Ourselves in

Boxing, that is. Via Think Progress, The U.S. Geological Survey now thinks that published estimates on how much sea levels will rise as a result of melting ice caps were a little on the light side.

Tom Armstrong, senior advisor for global change programs at the U.S. Geological Survey, said the report “shows how quickly the information is advancing” on potential climate shifts. The prospect of abrupt climate change, he said, “is one of those things that keeps people up at night, because it’s a low-probability but high-risk scenario. It’s unlikely to happen in our lifetimes, but if it were to occur, it would be life-changing.”

In one of the report’s most worrisome findings, the agency estimates that in light of recent ice sheet melting, global sea levels could rise as much as 4 feet by 2100. The intergovernment panel had projected a rise of no more than 1.5 feet by that time, but satellite data over the last two years show the world’s major ice sheets are melting much more rapidly than previously thought. The Antarctic and Greenland ice sheets are losing an average of 48 cubic miles of ice a year, equivalent to twice the amount of ice in the Alps.

So we can continue with the out-of-sight-out-of-mind routine until further notice and new models have been developed which can present finally-irrefutable proof that was has been happening all along has, in fact, been happening all along. Great.

But in the meantime, just until we decide it’s too late to do anything, how about some massive public infrastructure spending to alleviate some of what might be the causes of the above? Ahem.

Building the San Francisco-to-Los Angeles and Anaheim line that will be the spine of the system will cost between $32.8 billion and $33.6 billion, according to the High Speed Rail Authority’s business report. Extensions built later would cost another $12 billion. In addition to the $10 billion from state bond sales, the authority is counting on $12 billion to $16 billion in federal funds plus $6.5 billion to $7.5 billion in private investment and $2 billion to $3 billion in local contributions.

Whoa. Sexy numbers like that are usually reserved an investment bank bailout or derivatives swindle. And this to build something no one will own, that only benefits the public? Who even goes there?

Update: Catching up on Krugman for the last few days, he explains the econ 101 behind my last bit of pith there.