Category Archives: politics

Ferries make more sense than fast new trains.

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Per pound mile of material, the transport cost by ship is 1/4 as much as by train, and about 1/8 as much as by truck. Ships are slower, it is true, but they can go where trucks and trains can not. They cross rivers and lakes at ease and can haul weighty freight with ease. I think America could use many more ferries, particularly drive-on, fast ferries. I don’t think we need new fast rail lines, because air travel will always be faster and cheaper. The Biden administration thinks otherwise, and spends accordingly.

Amtrak gets $30 Billion for train infrastructure this year, basically nothing for ferries.

The Biden administration’s infrastructure bill, $1.2 Trillion dollars total, provides $30 Billion this year for new train lines, but includes less than 1% as much for ferries, $220 million, plus $1B for air travel. I think it’s a scandal. The new, fast train lines are shown on the map, above. Among them is a speed upgrade to the “Empire Builder” train running between Chicago and Seattle by way of Milwaukee. I don’t think this will pay off — the few people who take this train, takes it for the scenery, I think, and for the experience, not to get somewhere fast.

There is money for a new line between Cleveland and Detroit, and for completion of the long-delayed, and cost-over-run prone line between LA and San Francisco. Assuming these are built, I expect even lower ridership since the scenery isn’t that great. Even assuming no delays (and there are always delays), 110 mph is vastly slower than flying, and typically more expensive and inconvenient. Driving is yet slower, but when you drive, you arrive with your car. With a train or plane, you need car rental, typically.

New Acela train, 150 mph max. 1/4 as fast as flying at the same price.

Drive-on ferries provide a unique advantage in that you get there with your car, often much faster than you would with by driving or by train. Consider Muskegon to Milwaukee (across the lake), or Muskegon to Chicago to Milwaukee, (along the lake). Cleveland to Canada, or Detroit to Cleveland. No land would have to be purchased and no new track would have to be laid and maintained. You’d arrive, rested and fed (they typically sell food on a ferry), with your car.

There’s a wonderful song, “City of New Orleans”, sung here by Arlo Guthrie describing a ride on the historic train of that name on a trip from Chicago to New Orleans, 934 miles in about one day. Including stops but not including delays, the average speed is 48 mph, and there are always delays. On board are, according to the song, “15 restless riders, 3 conductors, and 25 sacks of mail.” The ticket price currently is $200, one way, or about as much as a plane ticket. The line loses money. I’ve argued, here, for more mail use to hep make this profitable, but the trip isn’t that attractive as a way to get somewhere, it’s more of a land-cruise. The line is scheduled for an upgrade this year, but even if upgraded to 100 mph (14 hours to New Orleans including stops?) it’s still going to be far slower than air travel, and likely more expensive, and you still have to park your car before you get on, and then rent another when you get off. And will riders like it more? I doubt it, and doubt the speed upgrade will be to 100 mph.

Lake Express, 30 mph across Lake Michigan

Ferry travel tends to cost less than train or plane travel because water traffic is high volume per trip with few conductors per passenger. At present, there are only two ferryboats traveling across Lake Michigan, between Michigan and Wisconsin, Milwaulkee to Muskegon. They are privately owned, and presumably make money. The faster is the Lake Express, 30 mph. It crosses the lake in 2.5 hours. Passenger tickets cost $52 one way, or $118 for passenger and car. That’s less than the price of an Amtrak ticket or a flight. I think a third boat would make sense and that more lines would be welcome too. Perhaps Grand Haven to Racine or Chicago.

Route of the Lake Express. I’d like to see more like this; St. Joseph to Milwaukee say, and along Lake Erie.

Currently, there are no ferries across Lake Erie. Nor are there any along Lake Erie, or even across Lake St. Clair, or along the Detroit River, Detroit to Toledo or Toledo to Cleveland. These lines would need dock facilities, but they would have ridership, I think. New York’s Staten Island ferry has good ridership, 35,000 riders on a typical day, plus cars and trucks. In charge are roughly 120 engineers, captains and mates, one employee for every 300 passengers or so. By comparison, Amtrak runs 300 trains that carry a total of 87,000 passengers on an average day, mostly on the east coast. These 300 trains are run by 17,100 employees as of fiscal year 2021, one employee for every 4 passengers. Even at the slow speeds of our trains the cost is far higher per passenger and per passenger mile.

The Staten Island ferry is slow, 18.5 mph, but folks don’t seem to mind. The trip takes 20 minutes, about half as long as most people’s trips on Amtrak. There are also private ferry lines in NY, many of these on longer trips. People would take ferries for day-long trips along our rivers, I think. Fast ferries would be nice, 40 mph or more, but I think even slow ferries would have ridership and would make money. A sea cruise is better than a land cruise, especially if you can have a cabin. On the coal-steam powered, Badger, you can rent a state-room to spend the night in comfort. Truckers seem to like that they cover ground during their mandatory rest hours. The advantage is maximized, I think, for ferry trips that take 12 hours or so, 250 to 350 miles. That’s Pittsburgh to Cincinnatti or Chicago to Memphis.

New York’s Staten Island ferry leaves every 15 minutes during rush hour. Three different sizes of boat are used. The largest carry over 5000 passengers and 100 cars and trucks at a crossing.

A low risk way to promote ferry traffic between the US and Canada would be to negotiate bilateral exemption to The Jones Act and its Canadian equivalent. Currently, we allow only US ships with US crews for US travel within the US.* Cabotage it’s called, and it applies to planes as well, with exemptions. Canada has similar laws and exemptions. A sensible agreement would allow in-country and cross-country travel on both Canadian and US ships, with Canadian and/or US crew. In one stoke, ridership would double, and many lines would be profitable.

Politicians of a certain stripe support trains because they look futuristic and allow money to go to friends. Europeans brag of their fast trains, but they all lose money, and Europe had to ban many short hop flights to help their trains compete. Without this, Europeans would fly. There is room to help a friend with a new ferry, but not as much as when you buy land and lay track. We could try to lead in fancy ferries going 40 mph or faster, providing good docks, and some insurance. Investors would take little risk since a ferry route can be moved**. Don’t try that with a train.

In Detroit we have a close up of train mismanagement involving the “People Mover.” It has no ridership to speak of. Our politicians then added “The Q line” to connect to it. People avoid both lines. I think people would use a ferry along the Detroit river, though, St. Claire to Wyandotte, Detroit, Toledo — and to Cleveland or Buffalo. Our lakes and rivers are near-empty superhighways. Let’s use them.

Robert Buxbaum, January 2, 2024. *The US air cabotage act (49 U.S.C. 41703) prohibits the transportation of persons, property, or mail for compensation or hire between points of the U.S. in a foreign civil aircraft. We’ve managed exemptions, though, e.g. for US air traffic with Airbus and Embraer planes. We can do the same with ferries.

** I notice that it was New York’s ferries, and their captains, that rescued the people on Sullenberger’s plane when it went down in the Hudson River — added Jan. 6.

Cybertruck an almost certain success

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Leading up to the Cybertruck launch 4 weeks ago, the expert opinion was that it was a failure. Morgan Stanley, here dubbed it as one, as did Rolling Stone here. Without having driven the vehicle, the experts at Motor trend, here, declared it was worse than you thought, “a novelty” car. I’d like to differ. The experts point out that the design is fundamentally different from what we’ve made for years. They claim it’s ugly, undesirable, and hard to build. Ford’s F-150 trucks are the standard, the top selling vehicle in the US, and Cybertruck looks nothing like an F-150. I suspect that, because of the differences, the Cybertruck can hardly fail to be a success in both profit and market share.

Cybertruck pulls a flat-bed trailer at Starbase.

Start with profit. Profit is the main measure of company success. High profit is achieved by selling significant numbers at a significant profit margin. Any decent profit is a success. This vehicle could trail the F-150 sales forever and Musk could be the stupidest human on the planet, so long as Tesla sells at a profit, and does so legally, the company will succeed. Tesla already has some 2 million pre-orders, and so far they show no immediate sign of leaving despite the current price of about $80,000. Unless you think they are all lying or that Musk has horribly mispriced the product, he should make a very decent profit. My guess is he’s priced to make over $10,000 per vehicle, or $20B on 2 million vehicles. Meanwhile, no other eV company seems to be making a profit.

The largest competing electric pickup company is Rivian. They sold 16,000 electric trucks in Q3 2023, but the profit margin is -100%. This is to say, they lose $1 for every $1 worth of sales –and that’s unsustainable. Despite claims to the contrary, a money-losing business is a failure. The other main competitors are losing too. Ford is reported to lose about $50,00 per eV. According to Automotive News, here, last week, Ford decided to cut production of its electric F-150, the Lightning, by 50%. This makes sense, but provides Cybertruck a market fairly clear of US e-competition.

2024 BYD, Chinese pickup truck

Perhaps the most serious competitor is BYD, a Chinese company backed by the communist government, and Warren Buffet. They are entering the US market this month with a new pickup. It might be profitable, but BYD is relatively immune to profitability. The Chinese want dominance of the eV market and are willing to lose money for years until they get it. Fortunately for Tesla, the BYD truck looks like Rivian’s. Tesla’s trucks should exceed them in range, towing, and safety. BYD, it seems, is aiming for a lower price point and a different market, Rivian’s.

A video, here, shows the skin of a Cybertruck is bulletproof to 9mm, shotgun, and 45 caliber machine gun fire. Experts scoff at the significance of bulletproof skin — good for folks working among Mexican drug lords, or politicians, or Israelis. Tesla is aiming currently for a more upscale customer, someone who might buy a Hummer or an F-250. This is more usable and cheaper.

Don’t try this with other trucks.

Another way Cybertruck could fail is through criminal activity. Musk could be caught paying off politicians or cheating on taxes or if the trucks fail their safety tests. So far, Cybertruck seems to meet Federal Motor Vehicle Safety Standards by a good margin. In a video comparison, here, it appears to take front end collisions as well as an F-150, and appears better in side collisions.

This leaves production difficulty. This could prevent the cybertruck from being a big success, and the experts have all harped on this. The vehicle body is a proprietary stainless steel, 0.07″ thick. Admittedly it’s is hard to form, but Tesla seems to manage it. VIN number records indicate that Tesla had delivered 448 cybertrucks as Friday last week, many of them to showrooms, but some to customers. Drone surveys of the Gigafactory lot show that about 19 are made per day. That’s a lot more than you’d see if assembly was by hand. Assuming a typical learning curve, it’s reasonable to expect some 600 will be delivered by December 31, and that production should reach 6000 per month in mid 2024. At that rate, they’ll be making and selling at the same rate as Rivian or Ford, and making real money doing it. The stainless body might even be a plus, deterring copycat competition. Other pluses are the add-ons, like the base-camp tent option, a battery extension, a ramp, and (it’s claimed) some degree of sea worthiness. Add-ons add profit and deter direct copying (for a time).

Basecamp, tent option.

So why do I think the experts are so wrong? My sense is that these people are experts because of long experience at other companies — the competitors. They know what was tried, and that innovation failed. They know that their companies chose not to make anything like a Cybertruck, and not to provide the add-ons. They know that the big boys avoid “novelty cars” and add-ons. There is an affinity among experts for consensus and sure success, the success that comes from Chinese companies, government support and international banking. If the Cybertruck success is an insult to them and their expertise. Nonetheless, if Cybertruck succeeds, they will push their companies towards a more angular design plus add-ons. And they will claim cybertruck is no way novel, but that government support is needed to copy it.

Robert Buxbaum, December 25, 2023.

Modern piracy and the gate of tears.

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Piracy is illegal throughout the world, but has become increasingly popular. Over the last 3 weeks, perhaps 15 ships have been attacked by pirates (or privateers) in the narrow entrance to the Red Sea between Yemen, Somalia, and Djibouti, the “Bab el Mandab,” In Arabic, this means “the gate of tears”. Most of the ships attacked are large commercial vessels operating between Europe and Asia. The US destroyer, Carney has been attacked as well. Three of the attacked ships have been boarded, and two have been successfully hijacked, the car-carrier Galaxy Leader was taken to South Yemen, while the MV Ruen a Bulgarian owned dry bulk (grain) ship was brought to Somalia. The last of the hijacked ships, the Strinda, was recaptured by the US and Japanese navy. The other ships were attacked, at a distance, by Iranian ballistic missiles, cruise missiles, and drones, all fired from Yemen. All of these acts are defined as piracy under the UN Charter, Law of the Sea, UNCLOS. The punishment is 10+ years in prison, assuming you catch the pirate.

Bab al Mandab = Gate of tears, where the pirates operate.

All of these ships are European except for the Carney and a Chinese container ship flagged in, Hong Kong. You’d think that the European navies would protect their own ships here, but they do not. Neither did the Chinese navy, though they are stationed in Djibouti. It’s clear that Iran is organizing the attacks, and that they are using a spotter ship to help direct the missiles. My guess is that the European countries don’t want to annoy Iran here, nor do they like to use their $1 million missiles.

In theory, these attacks are in response to the Israel – Gaza war. The hijacked Galaxy Leader was registered in the UK, but owned by an Israeli Jew (see a video of the attack). Another ship that was attacked, the Strinda, was not directly associated with Israel, but was going to go to Israel at some point in the future. While it’s possible that the other attacked ships had Jewish or Israel connection, a simpler explanation is that this is economic terror. Israel-based Zim shipping has elected to avoid the straight and redirect around Africa instead, a much longer route that is sure to damage the shipper and Israel’s economy. I suppose that was an intent, but the damage is spreading.

Commercial vessel attacks in Bab al Mandab, chart from “What the Ship” video blog.

The European shippers have demanded that the US protect their ships, and perhaps Biden will agree. My sense is that Trump would have said no, or at least demand something in return. Personally, I see no reason to defend trade that doesn’t involve us, with no obvious payback. Yesterday, British Petroleum BP announced that it would avoid the Bab. Four major European container freight firms, MSC (Swiss), Maersk (Danish), Hapag-Lloyd (German) and CMA CGM (Italian, French). Currently Maersk supplies our troops, but has threatened to stop unless we defend their whole fleet. I consider this an offensive, a breech of contract. They European press seems to think it’s clever. We used to have a US company that supplied our troops, Landsea intermodal, but Maersk bought them out. Personally, I think it’s time to look for a company that doesn’t play these games.

As of two days ago, the economic damage has been minimal, except to Israel. Only 55 ships had diverted around Africa, or begun to. This is a small fraction of the 2,128 ships that have gone through the Bab since November 15. In the last day or so, European oil prices have started to rise, while ours fell. The thought is that Saudi oil will now flow to the US, not Europe. I think this is the beginning of a serious problem for Europe and that they should defend their own shipping. A few, million dollar missiles are a lot cheaper than the billions of loss to their economies that rerouting will cause. At present, Europe expects us to save them while they do little or nothing. I think we should say no. They think Biden will cave.

Robert Buxbaum, December 19, 2023. I’d like to call out my admiration for the “What the Ship” video blog, and Marine Link.

Sartre, Gaza, and the power of doing nothing

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Jean-Paul Sartre was a Catholic who did not believe in God or external morality, but believed in socialism and being true to ones self without having to do anything for anyone. His most famous work, “Being and Nothingness” was written in France in 1943, during the Nazi occupation. The last 200 pages of the book deal with freedom and its limitations. Sartre points out that there are always limitations (prison guards, Nazis, your own body, etc.) It is dangerous and impractical to oppose these guards, or or to oppose your own body. Sartre’s advice is to go along in body, but oppose them in your mind. Thus, he believed, he was being true to himself to the extent of rational choice. He was totally free because he was free in his mind and in his reactions to the limitations. “Freedom is what we do with what is done to us.” This was his version of existentialism, and many Frenchmen agreed that this was the right way to behave under the circumstances. Many Nazis agreed and enjoyed his writing and plays. If they didn’t totally like what Sartre had to say, they didn’t object enough to send him to a concentration camp. In practical terms, he thus survived better than Jews and oppositional Frenchmen.

Sartre had eyes that pointed in different directions. Some try to claim this related to his philosophy

Although there is a stink of cowardice and collaboration hanging over Sartre and his outlook, it could be worse. A Sartre Joke: Sartre had just finished talk at a restaurant, and sat down. A waitress who understood the talk better than most, asked if she could get him something. Sartre said, “please bring me a coffee, no sugar, no milk.” The waitress came back and said, “we’re out of milk. I can get you coffee with no sugar and no cream.” The point of the joke being that Sartre’s freedom of choice can only be among the choices he could reasonably make. If he’d asked for milk, it’s irrational to expect that the restauranteur would run out and buy some, so it was pointless to ask for no milk.

As the Germans were leaving, Sartre took French antisemites to task in a short book, “Antisemite and Jew” (1944) where he discusses the inauthentic logic of French antisemites and the motivations behind their behavior and beliefs. He claimed the motivation was a sort of mob empowerment where the antisemite, by oppressing Jews sees himself as noble, and comes to feel himself as the heir of all France, its history and its culture. They the thus imagine themselves empowered and enriched by their hatred of he-who-isn’t-them. This motivation he inferred in the liberal Frenchman as much as in the thug; the liberal objects to the yellow star, not out of sympathy for the Jew or justice, but for an inauthentic reason. It makes him feel small by his inaction, and it crates, in the Jew, an identity that is beyond the essence they prefer; he’s more than just ‘not-them’. As I read him, the main character in “Catcher in the Rye”, Holden Caulfield, is a Sartre stand in, a privileged kid bothered by the “phoniness” around him, Like Sartre, he complains and does nothing for anyone, but he does no harm either.

Sartre didn’t join the resistance, even after the Germans were losing, nor did he hide Jews or gentles, or help anyone but himself. After the war, he pushed for the execution of those who were insufficiently anti Nazi, like Tintin author, Hergé. Hergé survived, many of those he attacked were killed in post war purges. Sartre’s philosophy actually works for prisoners in extreme circumstances. Similar philosophies were created by Victor Frankl and Primo Levi during their stays in Auschwitz. It helped them survive and stay sane. Frankl’s “Man’s search for meaning”, was alternately titled, “From concentration camp to existentialism,” a lot concerns the importance of keeping your mind clear – of not becoming an animal.

Simone de Beauvoir & Jean-Paul Sartre with Che Guevara, a favorite Communist murderer, in Havana, Cuba, 1960 (photo by Alberto Korda).

After the war, Frankl became a successful psychologist helping people by helping them to see that they had a reason to exist. This is a more positive version of Sartre’s existentialism, where there was no reason. Primo Levi seems to have followed Sartre’s line more and become ever more depressed; eventually he committed suicide. Eventually, Sartre found a reason to exist in socialism. He believed that, while life was a cruel joke, socialism was pure. People could die in the millions, and he acknowledged that, the leaders were brutal thugs who did murder millions, but he believed that socialism and communism must live on. He tried to keep the bad truths hidden. So what of the killing and torture. So what if writers were imprisoned or shot — in Russia all the Jewish ones were shot in the same day — Sartre said they should have written better books, more pro-communist. Sartre would never have willingly lived in communist Russia, China, or Cuba — he stayed safe in France, and championed the oppression.

Gays for Gaza are not interested in a queer state of Palestine; they attack Jews to make themselves feel generous and powerful — it gives their lives meaning.

This brings me to the pro-Palestinian authors of today, and of 1973. Fifty years ago on Yom Kippur, Iraq, Syria, and Egypt attacked Israel by surprise simultaneously with aid from Russia. Communists and socialists supported the Arabs. Among them was Sartre, though he knew these states to be brutal dictatorships. Pretty soon Sartre discovered that his friends motivation was that they liked attacking Jews, a phony motivation, said Sartre in an interview, and he found he could not join them

I detect the same phony motivation in today’s demonstrations. The loud feminists for Palestine, the Gays for Gaza, those attacking Jews for complicity. Very few of them would willingly live in these countries or among Hamas or ISIS, and fewer of those would survive. Their love of Palestine is an excuse to hit Jews. The better version is Sartre’s he did nothing then, and would likely have done nothing today. You have to have authentic thoughts, at least.

Robert Buxbaum, November 13, 2023

Shrunken clothes and keffiyehs: anti Trump fashion

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Donald Trump has a lot of signature behaviors, including his “America first” politics, his hair, his ‘tan,’ his way of speech, and his way of wearing suits. Half of America finds them attractive or at least OK, while the other half finds them super-unattractive. Trump seems to have a super-power, that there is no middle. Those who dislike him dislike everything about him to his policies to his clothes. Let Trump propose immigration control, and the opposition demands open borders. Let Trump propose tariffs, an ole Republican approach to diplomacy that is thought to bring in Jobs, and the opposition (even unions!) goes crazy for free trade.

Trump likes dark colors, long ties, long jackets, and long sleeves on his suits.

In the book “Fear”, by Bob Woodward’s first story is about folks on Whitehouse staff stealing Trump’s first tariff proposal from his desk in an effort to prevent it being signed. Whatever they thought of the tariff (it was not that weird, and didn’t do much) the fact that they stole it showed the dramatic reaction people have. In this case, folks who otherwise understood that they are there to serve the president, not to overturn his policies.

LeBron James in the Thom Browne, Anti Trump look. The pants are too short, as are the sleeves and jacket. Note the dull grey color and the short, dull-grey tie. The fellow behind him is dressed normal or Trumpish: dark clothes, long sleeves, bright, long tie.

In terms of fashion, the anti-Trump fever is to react against Trump’s choice of suits in dark colors, paired with bright ties that hang below the waist. The anti men’s fashion has moved to dull grey suits and short, grey ties. Trumps’s suits’s typically have extra-long long sleeves and long pant legs that hit the shoe-top. He likes long jackets too, that to me look vaguely like Lincoln’s. The fashion back-lash is men are wearing ridiculously short pants and jackets, with socks showing.

LeBron James, at right, is wearing a complete mens, anti-Trump look, likely a Thom Browne suit, a very expensive ill fit. This suit doesn’t look comfortable, but it’s fashion, and as I’ve said before, you’ve got to suffer for fashion.

There is also a woman’s version of anti Trump fashion. The Trump women wore feminine, closely fitting clothing and wore their hair long. The anti-Trump women’s look is the opposite; it includes short hair and masculine, often covered. This is paired with loose fitting male clothes: cargo pants or combat fatigues. Topping it off, ideally ideally is a checkered, keffiyeh scarf, either over the head or around the neck. The style of scarf was made popular by former PLO head, Yassar Arafat. This look is particularly popular on college campuses and at demonstrations. It implies that the wearer supports Palestine (Trump supported Israel), and shows you are part of the cool set. The wearer, herself, is typically is not in favor of kidnapping or rape or putting babies in oven, but they are so strongly anti Israel and Trump that they are OK with it, especially if it is Jews being kidnapped, rabed, or cooked alive. They will call for Jews to be gassed or tortured. It’s part of being in the in-crowd, and antisemitism is what’s in these days — it’s been popular for many centuries.

The women’s anti-Trump look includes short hair and a keffiyeh scarf. Photo from WRLN Florida.

It is a misconception to think that those wearing the keffiye don’t understand that they would not live long if they had to dwell among the Arabs they support. These feminists do understand, as do the ‘Queers for Palestine’. They’d never want to live in even the most moderate Arab country, the same way that those supporting Mao would never want to live in China under Mao. It is fashion, and like all fashion, it’s a mob behavior that exists only for fashion’s sake. In this case there is the added advantage that you get to hit Jews and break their windows — something that is particularly attractive for feminist women, I notice; the majority of people at the Palestine protests are women.

Robert Buxbaum November 7, 2023.

To make social security fairer, raise the ceiling.

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For most working folks, the majority of your taxes are social security, certainly the majority of your federal taxes. The tax structure of SS is strongly weighted to help the rich. This is a fact that politicians have created and typically hide. Both parties proclaim tax help for the middle class, by instituting income tax changes that barely affect anyone, and really sticking it to the low wage-earner and middle class by a highly recessive SS tax that charges 14.2% off the top for a self-employed person, or 7.1% for an employee, but only to a cut-off of $160,000.

Anyone making more than this pays nothing on the overage, with the result that high earners, on a percent basis, pay essentially 0% tax. The rest of the high eaters income is generally protected by deductions. His car is a work expense, rented from the company, his travel is too. The working plumber benefits from these same deductions, but ends up paying 14.2% because of Social Security, while someone earning $1.6 million ends up paying 1.42% effectively.

People earring more than $1.6 million gain credit for other exemptions. Bill Gates has been buying farm land and claims the depreciation of the land value. Land does not actually depreciate, but you can claim it does because people like him get to fix the tax code (Donald Trump gets the same deduction, BTW on his gold courses). Less rich folks can still deduct the high cost of country club membership, of travel, entertainment, and meetings in exotic places (you can claim some of that too). Because so much of what you pay is Social security, it will come out that, while the executive may pay more in absolute tax, he or she will pay far less as a percentage. Many rich folks claim to find this offensive, but neglect to suggest the most obvious correction raise the ceiling on social security and (ideally) lower the the %.

I strongly suspect that we could bill for social security at 5% and 10% if we raised the ceiling to $2,000,000 per year. I suspect that SS would then be more solvent too. The net result would be drastically fairer.

Robert E. Buxbaum, April 23, 2023

Solving the evening solar power problem

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Solar power is only available during the day, and people need power at night too. As a result, the people of a town will either need a lot of storage, or a back-up electric generator for use at night and on cloudy days. These are expensive, and use gasoline (generally) and they are hard to maintain for an individual. Central generated alternate power is cheaper, but the wires have to be maintained. As a result, solar power is duck curve, or canon curve power. It never frees you from hydrocarbons and power companies, and it usually saves no money or energy.

People need power at twilight and dawn too, and sunlight barely generates any power during these hours, and sometimes clouds appear and disappear suddenly while folks expect uniform power to their lights. The mismatch between supply and demand means that your backup generator, must run on and off suddenly. It’s difficult for small, home generators, but impossible for big central generators. In order to have full power by evening, the big generators need to run through the day. The result is that, for most situations, there is no value to solar power.

Installed solar power has not decreased the amount of generation needed, just changed when it is needed.

Power leveling through storage will address this problem, but it’s hardly done. Elon Musk has suggested that the city should pay people to use a home battery power leveler, a “power wall” or an unused electric car to provide electricity at night, twilight, and on cloudy days. It’s a legitimate idea, but no city has agreed, to date. In Europe, some locations have proposed having a central station that generates hydrogen from solar power during the day using electrolysis. This hydrogen can drive trucks or boats, especially if it is used to make hythane. One can also store massive power by water pumping or air compression.

Scottsbluff Neb. solar farm damaged by hail, 6/23.

In most locations, storage is not available, so solar power has virtually no value. I suspect that, at the very least, in these locations, the price per kWh should be significantly lower at noon on a sunny day (1/2 as expensive or less). The will cause people to charge their eVs at noon, and not at midnight. Adjusted prices will cause folks to do heavy manufacturing at noon and not at midnight. We have the technology for this, but not the political will, so far. Politicians find it easier to demand solar, overcharge people (and industry) and pretend to save the environment.

Robert Buxbaum Aug 8, 2023

The Ukraine war could go for years. Don’t make a famine.

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Russia is a collapsing, corrupt state with no meaningful elections. It is also the biggest exporter of food, fertilizer, gas, and oil. Nearly 2 years ago, it invaded Ukraine, another collapsing, corrupt, food-exporting state with suspended elections.

Both countries are in the midst of demographic collapse, with Ukraine worse off. Ukraine was invaded though, and thus has the better claim to our support. Then again Russia has atomic bombs. It’s also the largest exporter of wheat (or was), while Ukraine is only the 5th largest (or was before the war). The other three big exporters are the US, Canada, and France. We have benefitted financially, but don’t have enough output to make up for lost Russian and Ukrainian production. A likely result is famine unless the war can be brought to a quick end.

Ukraine’s grain terminals in flames, Odessa..

Food and energy prices have gone up too, and will probably continue to rise as the war stretches on. This adds to the risk of a global famine, particularly in the poorest areas of Africa, the Mid East, and India. Unfortunately, the war is still popular in Europe, Russia, Ukraine, and the US. It’s good business for our armaments industry, and for our recent mega-farmers (like Bill Gates). Also, for our political and spy class. They spend with little government oversight, and just recently misplaced $16 billion. Surely some of that lost money snuck back to the CIA and our politicians’ pockets. We’d have oversight, but “there’s a war on.”

As wars go, the death toll is low, a total of 354,000 dead and injured on both sides, as revealed by recently leaked documents. This is a small fraction of the countries population. Russia has lost 223,000 soldiers killed or wounded, 0.2% of the population, while the Ukrainians had lost 131,000, 0.3%, many of them civilians. While the war rages, the total death rate in the these two countries was 3.1 million people, 1.8% of the population; they’re dying mostly from heart disease, accidents, and alcoholism.

The Ukrainian population. Lots of retirees, few kids, very few of military age. This is a disaster, not a country.

More destructive than disease, alcoholism and the war is the demographic collapse. The fertility rate in Russia is 1.5 child per woman. In Ukraine it’s even lower, 1.21 per woman. For a stable population, you need at least 2.1 children per woman. Russia and Ukraine have had these low rates for at least 30 years. The net result is that we can expect that Russia’s population will drop by a third or so over the next generation, to about 50 million. This is the equivalent of killing 1/2 of the population; for Ukraine, the prognosis is worse. With few children and decent food supply, we can expect few workers, and increasingly many elderly. This will produce a cultural shift that virtually guarantees the breakup of Ukraine and the Russian federation in 20-30 years. Europe has this problem too, but with no war and some net immigration. The result is a cultural shift of a different type (to Islam). Russia has no immigration, and recently resorted to kidnapping Ukrainian children.

The loss of Russian and Ukrainian exports means famine for the poor importers and food inflation for all.

Europe has stopped taking delivery of Russian food and energy, in solidarity with Ukraine. This benefits the US, but hurts others. Meanwhile Russia has been destroying Ukrainian fields and food infrastructure, blowing a dam last month, flooding Ukraine’s fields, and yesterday destroyed the grain terminals at the port of Odessa,. This was tit-for-tat since Ukraine destroyed a key bridge, and Crimea’s irrigation canal. What’s more, evidence suggests that Ukraine blew up the Nord Stream pipeline — a key source of finance for Russia and Germany. This sort of tit-for-tat escalated to WWI, fueled by a belief, on both sides, that they would win “decisively and quickly.”

The result of WWI is that Germany was the biggest loser, losing men and land, and suffering a killing famine in 1916. In response, it militarized to prevent war from happening again, and this prevention helped cause WWII. Germany is the biggest loser so far, I’d say, aside from Ukraine, and I fear/expect they will militarize again. Russia too claims a need to increased military production. Biden’s promise that Ukraine’s will join NATO is a threat to Russia, as is our delivery of F16s, missiles and cluster bombs. We are killing Russians, and Putin doesn’t like it. Add to this, that Ukraine’s claim for independence rests mostly on its Nazi collaboration. For the good of everyone, maybe we can dial back, and stop adding gasoline to this fire.

Ukraine deserves our support, but I think that support need not go beyond small-ish arms, energy deliveries, and tariffs on Russian goods. Let’ s not push WWIII. Instead, we should help Ukraine and Russia export food and energy to avoid a famine. And a military Germany does no one any good.

Robert Buxbaum, July 20, 2023. When I was a teen, it was a given that war was bad. Now, for some reason, kids are in for war — here, and jehad in the Mid-East — especially the liberal classes. I find this absolutely bizarre.

I’d like to expand the Jones act so more ships can do US trade.

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If you visit most any European port city, you’ll see a lot more shipping than in the Midwestern US. In Detroit, where I am, your’ll see an occasional ore boat from Wisconsin, and an occasional tourist cruise, but nothing to compare to German, Belgian, or Turkish ports. The reason for the difference is “The Jones act.”

The port of Istanbul with many ships

The Jones act , also known as “The Merchant Marine Act of 1920”, requires that all ships depositing cargo or people between US ports must be US owned, US built, US captained, US flagged, and at least 70% US manned. This raises costs and reduces options. The result is that few ships can move people or cargo between US cities, and these ships are older and less efficient than you’ll see elsewhere. World wide water traffic costs about 1/8 that of rail traffic per ton-mile, but in the US, the prices are more comparable. The original justification was to make sure the US would always have a merchant marine. The Jones act does that, sort of, but mostly, it just makes goods more expensive and travel more restrictive.

The port of Detroit — we rarely see more than one ship at a time.

Because it does some good, I don’t want to get rid of the Jones act entirely, but I’d like to see US shipping options expanded. Almost any expansion would do, e.g. allowing 50% US manned ships delivering along US rivers, or expanding to allow Canadian built ships or flagged, and ships that are more than 50% US owned, or expanding to any NAFTA vessel that meets safety standards. Any expansion of the number of ships available and would help.

The jones act increase the price of oil transport by a factor of five, about.

Currently, the only exceptions to the Jones act are for emergencies (Trump voided the act during several storms) and for ships that visit a foreign port along the route. This exception is how every cruise ship between California and Hawaii works. They’re all foreign, but they stop in Mexico along the way. Similarly, cruises between Florida and Puerto Rico will stop in Bermuda typically, because the ships are foreign owned. Generally, passengers are not allowed to get off in Puerto Rico, but must sleep on board. This is another aspect of the Maritime act that I’d like to see go away.

Because of the Jones act, there is some US freight-ship building, and a supply of sailors and captains. A new, US ore-ship for the Great Lakes was launched last year, so far it’s been used to carry salt. There is also a US built and operated cruise ship in Hawaii, the “Pride of America,” that makes no stop in Mexico. I’d like to see these numbers expanded, and the suggestions above seem like they’d do more good than harm, lowering prices, and allowing modern container ships plus roll-on-roll-off car transports. Our rivers and lakes are super highways; I’d like to see them used more.

The port of Antwerp – far busier than Detroit.

Another way to expand the Jones act while perhaps increasing the number of US-built and operated ship would be through a deal with Canada so that ships from either country could ply trade on either countries rivers. As things stand, Canada has its own version of the Jones act, called the Coastal Trade Act where Canadian vessels must be used for domestic transport (cabotage) unless no such vessel is available. Maybe we can strike a deal with Canada so that the crew can be Canadian or US, and where built ships in either country are chosen on routes in either country, providing they meet the safety and environmental requirements of both.

Robert Buxbaum, June 14, 2023.

Disney was a narcissist, like Trump, Putin, Musk, and Martin Luther King. It’s not a disease.

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Among TV psychiatrists, the universal opinion of Trump, Putin, and Musk, that these individuals are narcissists, a psychological disease related to “toxic masculinity.” Musk, for his part claims the excuse of Asperger’s disease, high-functioning Autism. I half agree with the Narcissist diagnosis, and I’m confused by the Asperger’s claim because I don’t believe these folks are diseased. My sense is they have a leadership personality trait, common in all visionary leaders including Disney, Martin Luther King, and Genghis Khan. I’ve argued that it is important for a president to be a narcissist, and have explained Trump’s vision, “Make America great again” as independence.

Psychological narcissism, short for Narcissistic Personality Disorder, is a disease when it hurts the narcissists life. It is defined as a pattern of exaggerated feelings of self-importance, along with an excessive need for admiration. If it just annoys people it/s a disease, but it’s found among leaders, suggesting it’s not all bad. To get you to follow them, leaders present themselves as mini-messiahs, and try to get you to see them that way. They have a plan, a vision. If it’s successful, they’re visionaries. They fight to bring the vision into reality, which is very annoying to anyone who doesn’t see it or want it. But that’s leadership. Without it nothing big gets done.

Disney’s vision. Not everyone was pleased; quite a few considered him a tyrant.

For the narcissist to succeed, he or she must sell the vision, and his ability to get it done. The plan to get there is often vague and unattractive. These details are shared with only a few. You must see the leader there and yourself too, if you’re to fight for it. Disney was particularly visual, see photo. He got folks to buy into a building a magical kingdom with a private police force, where everyone is happy and cartoon characters glide among the paying visitors.

The majority of those who run into a narcissist reject both the vision and the narcissist. They fear any change, and fear that the success of the visionary will diminish them. For that reason, they run to no-bodies. But some see it, and follow, others throw stones. Disney got state officials to exempt him from state laws, and extend normal copyrights. Others smirked, and worked to stop him, but with less energy: it’s hard to be enthusiastic about no Disneyland. The conflict between doers and the smirkers is the subject of several Ayn Rand books, including The Fountainhead and Atlas Shrugged. She calls the opposing smirkers, “parasites”, “looters”, “moochers,” and my favorite: “do gooders.” It’s for the common good that the narcissist should fail, they claim.

Often these opponents have good reasons to oppose. The Ayatollah Khomeini had a vision similar to Disney: an Islamic Republic in Iran where everyone is happy being a devout Muslim of his stripe. The opponents feared, correctly, that everyone who was not happy would be flogged, hanged, or beheaded. I think it’s legitimate to not want to be forced to be devout. Similarly, with Genghis Khan, or Vladimir Putin. Putin compares himself to Peter the Great who expanded Russia and conquered Crimea. The opponents have legitimate fears of WWII and claim that Ukrainian independence is semi legit. Regarding Musk’s plans to colonize Mars, I note that Neil Armstrong and Gene Cernan have come out against it. There is no right or wrong here, but I have a soft spot for the visionaries, and a suspicion of the “smirkers” and “do gooders.”

Genghis Khan. He saw himself as a world changer. Some followed, some didn’t. Those who followed didn’t think he was crazy.

The smirkers and do-gooders include the most respectable people of today. They are thought leaders, who lose status if someone else exceeds them. They are surprised and offended by Martin Luther King’s dream, and Musk’s, Khomeini’s, Trump’s, and Lenin’s. Trump became president against formidable odds, and the smirkers said it was a fluke, he then lost, and they claimed it showed they were right. He may get a second term, though, and Musk may yet build a community on Mars. To the extent that the visionary succeeds, the smirkers claim it was easy; that they could have done the same, but faster and better. They then laud some fellow smirker, and point out aspects of the vision that failed. In any case, while the narcissist is definitely abnormal, it’s not a disease, IMHO. It’s what makes the world go round.

Robert Buxbaum, June 7, 2023