Monday, April 11, 2022

The Return of Space-Based Solar Power to the Conversation?

Back in the 1970s a great deal was said of the prospect of space-based solar power--of massive arrays of photovoltaic solar panels placed in orbit which would transmit the electricity they generated back down to Earth, with Gerard K. O'Neill famously offering a particularly detailed proposal of the type in that '70s-era space development classic The High Frontier. (The tired sneer of the renewables-bashers is that the sun does not shine all the time. But the sun really does shine all the time in space, permitting a much more consistent and greater output from solar panels situated in orbit than on Earth.)

Of course, no such project ever materialized. There were many reasons for that, among them the unswerving commitment of business to fossil fuels, and government commitment to business' reading of its interests (which, to the lament of those concerned for climate change, endures almost unaltered). But there was also the reality that a crucial part of such plans--given the sheer amount of infrastructure that had to be constructed in space--was bringing down the very high cost of space launch. Key to this vision generally, and O'Neill's vision in particular, was the expectation that the space shuttle--which was, as the name indicates, expected to indeed be a shuttle, with a rapid turnaround time providing very regular Earth-to-orbit transit --would produce a drastic fall in space launch costs, with three to four flights a month thought plausible.

Alas, rather than three or four flights a month the shuttles we got in practice could at best manage three or four flights a year--while as the fate of the Challenger and Columbia tragically showed, the risk of their failing to return safe and sound from a mission was well over one percent. As might be expected, the space shuttle was anything but a "shuttle," and while the cost estimates vary greatly, absolutely no one regards it as having cut the price of space launch the way its proponents had hoped. The result was that any attempt to utilize space-based solar power on any significant scale was prohibitively expensive in the circumstances.

Still, the idea never altogether went away, and has received renewed attention in the wake of a British government proposal to pursue such a project. Plausibly also contributing to this attention are the claims by sympathetic analysts that SpaceX has succeeded in achieving lower space launch costs (not nearly so low as O'Neill had banked on--five times O'Neill's figures, in fact, $2500 a pound or so to low Earth orbit as against the $500 or so O'Neill had in mind--but still a considerable improvement); while photovoltaic solar panels have become an ever cheaper way of generating electricity (indeed, the cheapest ever), as well as thinner and lighter, with all that implies for the possibility of designing lighter, more compact and therefore more cost-effective space-based arrays to cut down on cargo size and launch cost.1

I am generally sympathetic to both space development, and to renewable energy, but I also have to admit my doubts in regard to this particular combination of them--in part because every gain in the efficiency of solar panels that makes electricity production from space-based solar cheaper and more efficient also makes terrestrially-based solar cheaper and more efficient, minus the immense launch costs, and the difficulties posed by the continued lack of convenient, regular physical access. (Earth orbit is a crowded, dangerous place--and a massive investment in such a project if we do not have the capacity to effect repair in the case of accident or a collision with a meteorite or piece of space debris seems problematic at best.) Especially barring a much more drastic fall in launch costs than have been claimed by even the most sympathetic for SpaceX; or the advent of the kind of robotics capability that would make humans completely unnecessary to the construction, maintenance, repair of such an infrastructure; or preferably both; it seems to me impractical. Indeed, for the time being it seems to me the safer course to develop solar power on Earth, with RethinkX's "Clean Energy Super Power" concept seeming to me a more compelling approach to the problems posed by the intermittency of solar-generated electricity--and deserving of far more attention than it has received to date.

1. O'Neill's 1976 book estimated that the cargo variant of the space shuttle on which he was counting would get cargo up to low Earth orbit at the price of $110 a pound. Adjusted for inflation using the Consumer Price Index $110 in 1976 would be the equivalent of about $520 in 2021.

Saturday, April 9, 2022

The Fortieth Anniversary of the Fifth Generation Computer Systems Initiative--and the Road Ahead for Artificial Intelligence

This month (April 2022) marks the fortieth anniversary of the announcement by the Japanese government's Ministry of International Trade and Industry's Fifth Generation Computer Systems initiative. These computers (said to represent another generation beyond first-generation vacuum tubes, second-generation transistors, third-generation integrated circuits, and fourth-generation Very Large Integrated circuits because of their use of parallel processing and logic programming) were, as Edward Feigenbaum and Pamela McCormick wrote in Creative Computing, supposed to be "able to converse with humans in natural language and understand speech and pictures," and "learn, associate, make inferences, make decisions, and otherwise behave in ways we have always considered the exclusive province of human reason."

With this declaration coming from the very institution which was credited with being the "brains" behind the Japanese economic miracle in the post-war period just as "Japan, Inc." was approaching the peak of its global prominence and power, not least on the basis of Japan's industrial excellence in the computing field, this claim--which meant nothing short of the long-awaited revolution in artificial intelligence being practically here--was taken very seriously indeed. In fact the U.S. and British governments, under administrations (those of Ronald Reagan and Margaret Thatcher, respectively) which were hardly fans of MITI-style involvement with private industry, answered Japan's challenge with their own initiatives.

The race was on!

Alas, it proved a race to nowhere. "'Fifth Generation' Became Japan's Lost Generation" sneered the title of a 1992 article in The New York Times, which went so far as to suggest that American computer scientists cynically overstated the prospects of the Japanese government attaining its stated goal to squeeze a bit more research funding out of the government. While one may argue the reasons for this, and their implications, the indisputable, bottom-line facts is that computers with the capabilities in question, based on those particular technologies or any other, never happened. Indeed, four decades after the announcement of the initiative, after astronomical increases in computing power, decades of additional study of human and machine intelligence, and the extraordinary opportunities for training such intelligences provided by broadband Internet, we continue to struggle to give computers real functionality along the lines that were supposed to be imminent four decades ago (the ability to converse in natural language, understand speech and pictures, make human-like decisions, etc.)--so much so that the burst of excitement we saw in the '10 about the possibility that we were "almost there" has already waned amid a great lowering of expectations.

In spite of the briskness of developments in personal computing over the past generation--in the performance, compactness, cheapness of the devices, the speed and ubiquity of Internet service, and the uses to which these capabilities have been put--it can seem that in other ways the field has been stagnant for a long time. Those first four generations of computing arrived within the space of four decades, between the 1940s and 1970s. Since the 1970s we have, if doing remarkable things with the basic technology, still been in the fourth generation for twice as long as it took us to go from generations zero to three. And in the face of the discouraging fact one may think that we will always be so. But I think that goes too far. If in 2022 we remain well short of the target announced in 1982 we do seem to be getting closer, if with what can feel like painful slowness, and I would expect us to go on doing so--if there seems plenty of room for argument about how quickly we will accomplish that.

For whatever it may be worth my suspicion (based on how after disappointing after the '90s neural nets delivered surprising progress in the '10s, when married to faster computers and the Internet) is that the crux of the problem is hardware--that our succeeding, or failing, to build sufficiently powerful computers is going to be the most important single factor in whether we build computers capable of human-like intelligence because ultimately they must have the capacity to simulate it. This would seem to simplify the issue in respects, given the steadiness in the growth of computing power over time, but it is, of course, uncertain just how powerful a computer has to be to do the job, while continued progress in the area is facing significant hurdles, given the slowness of post-silicon computer architectures to emerge, with the development of the carbon-based chips that had looked like the logical successor running "behind schedule," while more exotic possibilities like quantum computing, if potentially far more revolutionary and looking more dynamic, remain a long way from being ready for either really cutting-edge or everyday use. Still, the incentive and resources to keep forging ahead are undeniably there--while it may well be that, after all the prior disappointments, we have less far to go here than we may think.

Friday, April 8, 2022

Australia's Nuclear Sub Program: The Global Britain Angle

In considering the Australian decision to acquire nuclear submarines in a deal made with Britain and the U.S. my thoughts turned back to Britain's "tilt to the Indo-Pacific"--the British government's decision to focus British foreign policy, and reorient its military policy, on the region, in a break with the European emphasis that has prevailed since the 1960s.

Considering that move one fact of the situation I have repeatedly noted has been that Britain's ability to project force into the region is relatively limited, especially as that region becomes more militarized--with Japan acquiring attack carriers and India a nuclear sub fleet, and Australia expanding its old force of diesel subs and frigates/destroyers into something much larger and more ambitious, reducing the "value" of what Britain can bring from so far away. (Already in the '60s the country's Far East forces, while vastly larger than anything Britain could really afford to station in the area, were inadequate to make being "east of Suez" worthwhile.)

However, Britain's capacity to provide technology that as yet few others can may be a handy supplement to such resources--especially where the resources are so sensitive. Apart from the U.S.' provision of technical support to Britain's nuclear submarine program, and Russian collaboration with India in the development of its own nuclear sub program (which has seen India lease working Russian vessels, in the '80s and again in this century), I cannot think of anything to compare at all with the new deal. Certainly what some have suggested as one possible form the deal may take (given Australia's lack of a nuclear industry), Australia's purchase of nuclear subs outright--possibly from Britain--simply has no precedent.

It is also no isolated action. Indeed, it may be useful to think of how some proponents of a post-Brexit Britain have suggested stronger ties to the Commonwealth--in this case, a relatively large piece of the Commonwealth in the crucial Indo-Pacific arena--as a replacement for its continental connections, with the sub deal a building block for a broader partnership with Australia that would strengthen Britain's local influence. Such an approach seems the more plausible given that, if rather less sensitive and controversial in nature, Indo-Pacific-minded Britain has already turned to a collaboration with Japan to produce their own sixth-generation fighter.

Meanwhile, even as they strengthen Britain's military connections with nations in East Asia such deals can be seen as conducing to the strength of the British military-industrial base that remains a key strategic asset for the country, more important than many appreciate. Like Russia Britain is a nation which has suffered considerable deindustrialization but still possessed of a disproportionately large and advanced military-industrial complex--not least because as British policy from Thatcher forward proved ready to sacrifice the country's manufacturing base for the sake of the bigger neoliberal program, the defense-industrial portion of the sector continued to get government support (with Thatcher herself making a personal lobbying effort to clinch the infamous "deal of the century" with the Saudis back in '88) that has translated to the complex's political and economic importance also being disproportionate. As the cost and complexity of weaponry only continues to grow exports become only more important as a way of keeping such a base viable--while what remains of Britain's manufacturing is that much more dependent on it.

Selling Australia critical technology--and perhaps, even its own versions of the Astute-class submarine--might not balance the country's payments by itself. However, it also does not evoke the derisive laughter that the "tea and biscuits" plan did.

Thursday, April 7, 2022

Nuclear vs. Conventionally-Powered Subs--and the Australian Turn to a Nuclear Submarine Fleet

It appears that most have misperceptions about non-nuclear subs, and in particular their underwater endurance. This seems partly reflective of misapprehensions about the history of submarines. Remembering the submarine campaigns of the First and Second World Wars they rarely realize just how much time those vessels spent on the surface, and submerged only when actually on the attack or evading attack themselves--precisely because when underwater they had to run on the batteries of that earlier day, and because when underwater they could operate only at much lower speed.1 Submarines were, properly speaking, submersibles, capable of going under the water, with the capability important, but subsurface not where they spent most of their time. This was one reason why it was such an important turning point in the Battle of the Atlantic when the Allies extended their aerial patrols to cover the entirety of the trans-Atlantic convoy routes (and the increasing equipment of those aircraft with radar)--on the surface the U-boats were not much less detectable than any other surface ship of comparable size and profile. It was also why the advent of the snorkel was important--it let submarines use their diesel engines when just below the surface, permitting some trade-off between stealth and endurance.

Nuclear power plants, however, enabled submarines to effectively operate underwater for as long as their crews and their supplies could hold out, while running as fast as any other vessel afloat, over ranges limited only by their speed and endurance, and all that while carrying a far heavier armament. This made them virtually a requirement for large ballistic missile submarines; for any submarine intended to attack them or protect them from attack; for subs simply intended to carry large payloads of tactical weapons for any other purpose, like large loads of cruise missiles for anti-ship or land-attack; and for subs which are simply intended for rapid dispatch to distant regions, whether out in the open ocean or littorals far from home.

To use that horribly overused and misused term, they were a game-changer.

Of course, impressive as the performance afforded by a nuclear power plants is it comes with significant downsides. Those plants are not cheap or easy to build, operate, refuel, maintain—and bring all the safety risks so famously dramatized in, for example, Kathryn Bigelow's K19. And the vessels with all the extra capabilities that are the whole point of going in for a nuclear power plant are not cheap. Even limiting the comparison to attack-type boats a high-quality diesel submarine like the German Type 212 or Swedish Gotland runs about a half billion dollars--while a Virginia-class boat runs about three billion, six times as much. It is even the case that the quietest diesel-electric boats tend to be quieter and therefore stealthier than their nuclear counterparts—-while, as if all that were not enough, air independent propulsion has wrought a great improvement in the underwater endurance of non-nuclear vessels, perhaps to the point of giving conventionally-powered subs with trans-oceanic range while submerged (exemplified by the Ocean-class submarine concept).

The result is that a government with purely local security concerns--which wants its subs mainly for coastal defense purposes--or which has a limited budget, has enormous incentive to stick with the simpler, cheaper conventional boats. Indeed, the attractions have been such that those who follow the naval literature have likely seen over the years many analysts make the case for the long all-nuclear U.S. Navy supplementing its forces with such boats for littoral warfare.

What, then, does it mean that Australia has taken the nuclear submarine path?

One may see the matter in terms of the country's position being fairly unique, starting with the plain facts of its physical geography. Australia has what may be the world's seventh-longest coastline (about 16,000 miles), and its third-largest Exclusive Economic Zone (some 3.4 million square miles). Moreover, there are Australia's additional military commitments across Southeast Asia and the South Pacific (with troops and planes still rotating through Butterworth Air Field in Malaysia, its membership in the Five Power Defence Arrangements tying it in also with Singapore and New Zealand, its preparedness for interventions as far afield as East Timor, the Solomon Islands and Fiji as seen in the past) extending the Australian Defence Force's expected zone of operations considerably beyond that. And Australia undertakes all this with relatively small forces--recruiting from its population of 25 million an armed forces of 60,000, with 15,000 in the navy--with comparatively little military back-up furnished by large allies close at hand (in comparison with other countries with small populations and vast areas of concern like Canada, with its proximity to the U.S., or Norway, with its inclusion within the European NATO space).

Seen from the purely naval perspective that is a lot of "battlespace" to cover, especially with the military resources at hand, with one reflection how, given its combination of unavoidably small forces and desire for a long reach has long played an important part in Australian procurement decisions (the country the only customer for the F-111 strike aircraft besides the U.S. Air Force). With the region ever more intensely militarized it is unsurprising that the tendency is particularly evident now, with the submarines just one element in a shift to a larger, longer-ranged armed forces, navy included (with the manning of the Australian Defence Force to go up a third to 80,000, and the navy replacing its little, relatively lightly armed frigates with "frigates" like cruisers, with long-range cruise missile and anti-ballistic missile capabilities part of the package).

Even if one takes entirely for granted the broader political premises of the course the Australian government is taking (a larger subject than I care to discuss here), this does not in and of itself make the nuclear sub decision the right one, of course (there is the cost-effectiveness issue, and the technical problems are vast--especially when one remembers that, in spite of the expectations of local construction, Australia has no nuclear technology sector), but the point is that this is part of a larger complex of decisionmaking in regard to a profoundly shifting military posture that seems to get too little attention in such coverage of the issue as I have seen.

1. I remember a straight-to-video remake of The Land That Time Forgot where a World War I-era German submariner spoke of spending weeks beneath the surface of the sea--something submariners of that time never did.

Wednesday, April 6, 2022

Battleships, Cruisers, Destroyers, Frigates--What's the Difference? And Why Should We Care Anyway in 2022?

The terminology denoting warship types can, at a glance, seem bewildering--in part because old usages have become profoundly muddled over time.

The term "battleship" derives from "line-of-battleship," the vessels topmost in size, protection and armament (i.e. the biggest ships with the thickest armor and biggest guns) and so intended to "stand" in the line of battle during head on fleet clashes like Trafalgar or Jutland, because they could take and give the heaviest of beatings.

Cruisers were different. They were supposed to "cruise" independently, whether scouting for the fleet, or commerce raiding. (Indeed, it was once common to refer to submarines as "submarine cruisers," precisely because they were submersible vessels that did the cruiser's job of scouting and commerce raiding.) The premium on mobility meant that while they could be "light," "medium" or "heavy," or even "battle cruisers"--packing an armament that could compete with a battleship, but in each and every case less well-armored, and reliant on superior speed and agility to chase down their prey or escape pursuers rather than their ability to endure punishment.

The term destroyer derives from "torpedo boat" destroyer. As the name implies these were intended to fend off attacks against a fleet by the smaller vessels, which could most certainly not stand up to a battleship in a fight, but which nonetheless threatened even the biggest ships with the torpedoes they carried. Of course, torpedo boats only proved to be the beginning in that respect, with those "submersible cruisers" and the advent of aircraft translating to comparable threats to naval and civilian vessels, and in the process, what destroyers were more likely to be fending off in action.

Finally the term "frigate" was originally used in the "age of sail" to refer to swift, agile vessels too small for the line of battle. Fairly general, it had fallen out of favor in the age of mechanical, fossil fuel-driven fleets, and one might add, their more precise classification. However, the Second World War, with its submarine and other attacks, and the emergence of convoys in response to them, saw a vastly increased need for ships fulfilling the destroyer's protective function--to such a degree that there was call for smaller (cheaper and more easily and quickly produced) vessels that did the job. In American usage at the time these were "destroyer escorts," but the British term "frigate" has since become more commonplace.

Increasingly over the course of the Second World War and Cold War, with the carrier assuming the central role in naval warfare over the battleship; missiles supplanting guns in shipborne and aerial armament; with physical armor decreasingly utilized as a way of protecting vessels; and aerial, electronic and even space surveillance coming to the fore; the old combination made less sense. Given their vulnerability and the limited reach of their guns armored, big-gun battleships increasingly increasingly seemed pointless aside from a very few, limited uses for which few navies could not justify keeping them, with the few remaining examples curiosities (like America's battleships, utilized primarily for shore bombardment rather than fighting other ships). Big surface cruisers made less sense as a way of performing the commerce raiding and scouting missions, and so, especially as time wore on, such anomalies as the Soviet Union's Kirov-class vessels aside, "cruisers" were really just big destroyers or frigates. Indeed, the usage of one term or another mainly an indicator of size and armament--with cruisers particularly large and heavily armed, frigates representing the low end of the spectrum in that regard, and destroyers somewhere in the middle.

As all this happened ships of all types got bigger, with destroyers and even frigates becoming cruiser-sized vessels, while designated cruisers became something of a rare anomaly, in part because they seemed superfluous. Certainly the U.S. Navy has been an obvious example. The Ticonderoga-class cruisers (21 of which still serve) were not much bigger than the Arleigh Burke-class destroyers that came along by the late 1980s (9,600 to 8,000 long tons), with the latest edition of the Arleigh Burke class about the same size (9,500); and the Ticos considerably outmassed by the Zumwalt-class destroyers (15,600 tons), with the DDG(X) vessels likewise to also outmass them in their turn (10,000 tons+).

And thus does it even go with frigates. Australia's new Hunter-class "frigates," with their 8,800-ton displacement, 7,000-mile cruising range and AEGIS combat systems (with anti-ballistic missile capability), look not unlike the "Ticos" in size, reach and function--the more so if one compares them with the preceding ANZAC class of frigate (3,600-tonner vessels, closer to the stereotype of such vessels), or even the country's relatively new Hobart-class destroyers (which displace 6,900 tons).

As the Australian example should make clear a country's replacing even a frigate with "another frigate" may well indicate that what the country in question is really buying is a cruiser--and that much greater an increase in capability, less obviously dramatic than the country's shift to a nuclear submarine fleet and Tomahawk cruise missiles, but still significantly indicative of aspirations to a far more formidable naval position, with all it implies for its connections with the U.S. and Britain, the general balance of power in what it is increasingly fashionable to call the "Indo-Pacific," and the sharp acceleration of the already years-long trend of increased militarization and global rearmament in the wake of the war in Ukraine.

Monday, April 4, 2022

What Might a Carrier Program Mean for the German Navy?

It was a month ago that German Chancellor Olaf Scholz announced the most dramatic German armaments program since at least the early Cold War. The announcement, of course, drew great media attention, but, to go by what I have seen of the mainstream press, at least, very little insight, with one aspect of this the references to the F-35 as being considered as a carrier aircraft--which I took as a suggestion that German officials are thinking about carriers, and not for the first time. Not long ago they floated the idea of an "EU" carrier jointly operated with France--an idea that, it seems to me, was implausible at best (co-owning a warship isn't easy), with the implausibility itself bespeaking an eagerness to have a carrier aviation capability so extreme that it was not going to let a little thing like not being ready to actually put up the money stand in the way. Now, with German defense spending likely to be something on the order of $170 billion this year taking care of a good many previously unmet wants, and German defense budgets likely to run $80 billion+ and rising in the years ahead (as against the $50 billion of recent years), the funding side of the matter would seem less of a problem.

Since then Germany has indeed gone in for the F-35s, buying 35 of the "A" model--the conventional take-off and landing type not designed for carrier operations (unlike the Short Take-Off and Landing-capable "B" and catapult-assisted take-off and arrestor-recovery-oriented "C" versions), while I have not noticed any other reference to carriers in the discussion of the new program. Again, it was a hint of interest, perhaps confirmed by the country's going in for the F-35 (with non-carrier versions perhaps a prelude to orders of the other type), perhaps not.

All the same, if it was indeed the idea that the F-35 has interest for the German government as a potential carrier aircraft why drop hints in this way that, thus far, has gone over so many heads? The obvious reason is that the prospect of a German carrier is not really relevant to the present conflict. Even were such a program begun today it would be years before Germany could have a really effective carrier force, while even were it operational sooner it would not be of much use in a conflict at all like the present one. NATO's position in Eastern Europe, after all, means all the facilities for land-based air power that could be wanted, while the small and enclosed Baltic, and even the Black Sea (entered through the narrow Bosporus and not much more than seven hundred miles across at its widest point), are hardly ideal locales for carrier operations (even before one considers Russian anti-access capabilities).

Rather an announcement of a carrier program would be by far the most serious declaration of intent yet in a long-term, global posture, which would look like the German government is merely seizing on the present ultra-hawkish mood (among elites and the media anyway) as a chance to force through dramatic changes with far-reaching consequences, the way governments constantly do amid times of "national security" crisis (like oh, you know, tripling what was already one of the world's largest defense budgets). After all, consider how the German navy has generally operated since World War II. In contrast with Britain and France with their far-flung empires, the Federal Republic of Germany's military orientation in the post-World War II period was thoroughly regional from the start, with NATO strategy and international agreement combining with geographic fact to reinforce the country's orientation to land power over sea power. As a result the German government operated what by the Cold War's end was a very powerful but locally-oriented navy. Circa 1989 the German navy had some forty major combatants, but these consisted of diesel submarines, small destroyers, and frigates, supported by a sizable force of lighter corvettes and missile boats, and a considerable land-based air element, rather than carriers, cruisers, nuclear subs.1

All of this was cut sharply after the Cold War, with the reunified Germany circa 2020 operating a force essentially the same in kind but only a fraction of the size of the old West German force, never mind the combined forces of the two Germaniesd.2 The submarine force fell from about 25 to 6, the destroyer-frigate force shrank from maybe 13 vessels to 10 or so now, as the bavy ceased to operate missile boats, reducing the forty-plus "coastal combatant" surface vessels to just a half dozen corvettes--while the naval aviation arm dispensed with its hundred Tornado-strong force of strike aircraft and cut the force of maritime patrol planes by more than half (a mere eight of them flying now).

Compared with that carriers would make for a very different profile indeed, especially when one considers that the acquisitions likely would not stop there. A navy that wants its carriers to be survivable and effective is apt to think not only in terms of carriers, but of carrier groups, with the carriers properly escorted by vessels likely to include air defense-type ships--like AEGIS-type warships, especially in an age of heightened air and missile threats (including Anti-Ship Ballistic Missiles). Moreover, having a carrier available at all times means more than one such ship, and having even one carrier group out while still having other vessels available for other duties would likely require more than the present ten ships (and, especially if an AEGIS-like system is on the table, maybe some bigger and more heavily armed escorts too).

Meanwhile, along with that increased number of combatants--expected to operate far from home--there would need to be more support capability, meaning that many more support ships, and indeed, overseas bases, Germany especially requiring them because, in contrast with the rest of NATO's big, carrier-operating navies, its existing naval facilities are that much further from the conflict zones NATO planners generally concern themselves to the south and east. (France, Spain, Italy are all of course right on the Mediterranean, while even the British have Gibraltar, and have been extending their base network east of Suez in ex-colonies like Bahrain and Oman.)

While the Germans were at it they might also wonder about other assets favored by overseas intervention-oriented navies--like the longtime world-class submarine operator and builder going in for a nuclear-powered sub program, to provide subsurface escort to those carriers on their missions far from home, and maybe also for their cruise missile-lobbing capacity, while if the German government finds itself looking again at a nuclear deterrent (such as was being talked of even before the present crisis) the associated construction and maintenance capacities might also be handy if the country went in for a sea-based missile deterrent like the British and French and others have (while countries with nuclear missile submarines like to have nuclear-powered attack boats as escorts for those vessels).

In short, rather than that coastal-regional, strictly conventional, force Germany has had since the World War Two era, we would be talking about the beginnings of a much expanded, blue water-ish, carrier-equipped, nuclear-powered and even nuclear-armed navy, on par with the existing forces of Britain and France--and, depending on German means and German ambitions, not necessarily stopping there.

No, one does not broach such things lightly. (Even amid the present situation it would be difficult to imagine that London and Paris, which seemed to be losing their minds over German reunification three decades ago, are not seeing some anxious over a Germany ramping its military efforts way up, even without thinking too much about that "Das Kampfflugzeug F-35 kommt als Trägerflugzeug in Betracht" statement. And how others would react aside, were the government, perhaps mindful of just how much pricier such programs have a way of being in the end, as Britain itself has demonstrated, might decide that all this may not be the best use of its resources, and back away from it, having been too public initially would mean a certain loss of prestige . . .) But I would not be in the least surprised if, beyond the matter of the carriers, we were to hear more of any or all of these objects in the coming years, especially barring a turn from the present direction of Germany, and of European and world affairs.

1. The Lutjen--modified U.S. Charles F. Adams vessels--and Hamburg-class vessels the German navy operated were in the 4-5,000 ton range, compared with the 8,000-ton Spruance and 10,000-ton Kidd-class vessels serving the U.S. (and the Bremen-class vessels smaller still).
2. The East German navy had at the Cold War's end somewhere around 70 fast attack-type vessels of various states (its "Koni"-class ships get called frigates sometimes, but were too small and poorly armed to really compare with Germany's Bremen-type ships), and a squadron of 23 strike aircraft (Sukhoi-22s).

Monday, March 7, 2022

The Truth About Investors’ Money and the Startup Scene

Over the years I have had many an occasion to remark the terrible job the media generally does keeping the public apprised of developments in science and technology. One failing I have had particular occasion to remark has been their tendency to treat technologies as much further along in development than they really are (to the point of, in terms of NASA’s system of evaluation, treating technologies on Level 1 as if they were all the way up on Level 9). Their superficiality on this level interacts with superficiality on others, not least the fact that following up stories, and putting together "the big picture," has never been a priority for the media , subjecting the news reader, listener and viewer to a hard rain of disconnecting details that can be so overwhelming as to leave them knowing less the more they tried to follow along (studies have literally documented this). Thus some technology story tells us something big is around the corner. We never hear about it again, in part because it never actually happens, another story telling us about something else that never happens. People forget the second part--the nothing happened part--and remember the dramatic announcement, the hype sticking, forming the general mood of expectation that endures even in a context which may be one of technological stasis.

Going along with this has been the coverage of the R & D side of things itself. We are always hearing about "startups," while the media hangs on every act, every pronouncement, of the "tech billionaires." All of that gives the impression that there is thus no end of money pouring into the research and development bringing "new things to life." Yet anyone who studies the actual flow of money through the arteries of the global economy knows full well that the picture is very different, with a new report from McKinsey & Co. showing that for the last two decades the game has mostly been speculative, and mostly centered on buying and selling that old commodity, real estate, in the hope of extracting profits from price changes, not grand new technological endeavors.

The pattern of investment (a reminder of the enormous media bias where financial news is concerned, ever selling the narrative of finance, globalization and the rest turbo-charging "INNOVATION!") would seem to correspond to the fact that, in actuality, the past two decades have not been terribly dynamic technologically, with obvious reflections in the slowness of the energy transition, in spite of the enormous potentials consistently revealed in the advances that have happened; and how, even in that scene supposed to epitomize the progress of our era, information technology, disappointment has been so commonplace. (Consider how many of its promises fizzle out, especially at the practical level. Artificial intelligence beating Go champions is all very well--but the AI that can take over your morning drive is a more significant test of practical efficacy, and we all know how that has been going.) However, we are still left with the question--is this because we live in an era where the technological possibilities are simply not all that promising (as Robert Gordon, for example, gives us cause to think), or because the potentials are there but, in this investment climate, not the incentives?

That question I put to you, reader.

Sunday, March 6, 2022

F-35s and Aircraft Carriers for Germany?

As I remarked previously while certain details of Olaf Scholz's policy statement of last Sunday were widely reported the reporting was generally fragmentary and lacking in context. Simply put, few seemed to process that he was talking about a tripling of the defense budget this year (to $150-200 billion, making Germany the world's third-biggest defense spender by a long way), and maintaining a much elevated defense budget in the years ahead at or above NATO's 2 percent target.

When they missed even that it was unsurprising that they also missed the smaller, more ambiguous details, as when Scholz was discussing some of what the money was to be used for. In discussing the air force specifically Scholz made reference to Germany's continuing to "build the next generation of combat aircraft . . . here in Europe together with European partners, and particularly France," and in the meantime "continu[ing] to develop the Eurofighter [Typhoon] together," making specific reference to how the "Eurofighter is set to be equipped with electronic warfare capabilities." However, he also made reference to "a modern replacement for the outdated Tornado jets in good time" for the sake of NATO's "nuclear sharing" arrangement, which sounded oddly ambiguous given the prior talk of procuring F-18s (even if that decision had seemed to be dragging out endlessly), while he also mentioned, in a way that feels "random" at least when read in the transcript, that "[t]he F-35 fighter jet has the potential to be used as a carrier aircraft."

Germany has not previously been a partner in the F-35 project, or a customer for the aircraft. Does this statement then imply that Germany might purchase F-35s? Additionally the reference to its "potential to be used as a carrier aircraft" is confusing. The plane does not have the "potential" to be a carrier aircraft. The "C" version of the F-35 was specifically designed for carrier operations, and the U.S. Navy has been using it in that role operationally for many years now.

Considering the fact I responded by doing what all interested persons with any knowledge of the German language whatsoever, or even sufficient mental adroitness to properly use Google Translate properly (admittedly, probably not many of those in the English-language press, for all the idiot Hollywood propaganda about "elites" like journalists all being polyglot geniuses) should have done when coming upon that statement, namely lookg at the transcript of the statement in the original language. The relevant portion of the text reads as follows: "Das Kampfflugzeug F-35 kommt als Trägerflugzeug in Betracht"--does not mean that the "F-35 fighter jet has the potential to be used as a carrier aircraft," but that the "fighter jet comes into consideration as a carrier aircraft" (emphasis added). Thus the statement concerns not what the plane might be able to do, but what the German government might want to do with it--as a carrier aircraft. (Moreover, lest one think that Scholz must have meant something other than ship-based combat aircraft, rest assured that "Träger" is indeed the German word for aircraft carrier, "flugzeug" means plane, and that "Trägerflugzeug" means carrier plane, just as "kampfflugzeug" means warplane.)

Of course, even assuming that I have not missed some subtlety of the language (anyone who knows better than I do may feel free to explain where I have gone wrong) and in fact succeeded in clearing up one confusing point I find myself faced with another, namely why Germany, a country without any aircraft carriers, and which has not announced the intent of procuring aircraft carriers, is considering the F-35 or anything else as specifically a carrier aircraft? One possible explanation would seem that the author of the statement had in mind the 2019 German proposal for a joint "European Union" carrier (which I must admit had seemed to me unlikely--I know of no such arrangement in the past and the European Union has never impressed me as likely to break this particular ground). Another is that a German government now spending so much more on defense than it was then, looking at its bigger budget, is thinking of acquiring its own carriers outright--and that this has been let slip as a subtle clue that went over the heads of, well, pretty much the whole press in the English-speaking press so far as I can tell. Regardless of what exactly this was about I suspect the matter will be made clear one way or the other soon enough.

Wednesday, February 23, 2022

Don't Count the Energy Transition Out Just Yet

Two years ago it seemed that the energy transition was accelerating, with the price of oil turning negative, coal in collapse, and solar and wind installations breaking records. Now it seems as if it is slowing down again, maybe even grinding to a halt, with the renewables-bashing and fossil fuel-boosting press cheerfully announcing the end of the era of renewable energy's falling prices as fossil fuels make their "comeback" and exact their "revenge."

What happened?

The answer would seem to be: an unhappy constellation of events. Among the more consequential is how the abruptness of the economic shock, and the subsequent "recovery," created an exaggerated sense of just how fast the coal industry's decline was proceeding--and produced an equally exaggerated sense of rebound when in a moment in which utilities needed more power right away the spare power-generating capacity it had (as a result of the long decline in its competitiveness) meant takers for its electricity. This was all the more the case given that natural gas, use of which has been expanding so greatly, meant that, given the tightness of supply, it was more susceptible than those little utilized coal plants to inflationary shock. That same inflationary shock, and the greater susceptibility to it of those sectors which are running full steam ahead rather than those providing something no one wants (like what, in normal times, is more expensive and more polluting coal-fired electricity), in raising the price of everything else inflation, also raised the price of photovoltaic panels and wind turbines and batteries--a shock to the surprising number of people who do not realize these things are made of stuff that passes through global supply chains and not "magic."

As if all that were not enough Britain had a summer that somehow managed to be both exceptionally windless and sunless, providing grist to the mill of renewables-bashers who fancy themselves engineers rather than "Git a hoss!"-yelling hecklers when they use words like "baseload" and "scalability." Meanwhile the Biden administration, whose "Build Back Better" bill joins the now four decade long list of Democratic Party initiatives of similar type that, running up against the prevailing political winds fell far, far short of the promises initially made, or simply never went anywhere (Clinton's stimulus package and climate action plan, Obama's undersized and short-lived stimulus and quick shift from green energy to the fossil fuel-boosting "All of the Above" policy) was a source of additional disappointment for renewables-watchers.

Especially for those who pinned their hopes of the too long delayed transition from fossil fuels to alternatives, and amid an otherwise wretched 2020 hoped it would all be onward and upward, all of this is deeply dispiriting--the saga gone from a New Hope to the Empire Strikes Back. Yet these developments would seem less fundamental that those cheering for renewables' being defeated yet again would have us believe. Coal's comeback, certainly, seems likely to be short-lived. The commodity price shock affecting renewables affects everything else, with the result that, especially given the long-term trend to the cheapening of solar, wind and battery storage the long-term fall in price is likely to continue (the more obviously and quickly should, as governments and central banks promise, they get a handle on inflation), reinforcing their position as the winners on price as well as sustainability. Britain had a tough summer, and the renewables-bashers have made the most of it, but there is an argument to be made that Britain's problem was not having too much wind and solar in the mix, but too little. Meanwhile it is worth remembering that if helpful government support is not forthcoming renewables have already come a long way in a market where, contrary to the endless complaints of the business press about government favoring them with subsidies, they have been competing with fossil fuels getting government backing far exceeding any help they may have got (in Europe as well as the U.S.), such that--it bears repeating--in spite of everything that has been done to stop it from happening, photovoltaic solar is the cheapest source of electricity provision around, with wind coming in right after it, while the prospects for progress here seem brighter than for any of the old rivals.

The result is that despair is no more appropriate or helpful than complacency. Still, if the long-term trend remains in favor of renewables the speed of the transition does matter greatly, given the economic and ecological stakes--and concern for maximizing that speed would seem the appropriate object of concern for those wanting to see this change happen.

Coal's Supposed Comeback is a Blip. The Future is Renewable.

In 2020 we constantly heard about the collapse of the coal industry. By contrast today the media hails the renaissance of fossil fuels, the centerpiece of which is the "comeback" that coal is reportedly making, with all that would seem to imply for the greening of the energy base.

Fossil fuels boosters and renewables-bashers across the relevant industries and throughout the media are clearly delighted, but for those who had hoped to see fossil fuels generally on the way out, and relieved to see coal, generally accounted the ecologically worst and most readily dispensable of the lot, finally in terminal decline, this is the kind of nightmare situation which they had hoped safely relegated to the past. What happened to bring it about?

It would seem the situation reflects the extremity of the shock to the world economy amid the pandemic. In 2020 we saw energy consumption drop. As a result the coal sector, which was increasingly marginal, suffered severely, encouraging the view that it was on its way out. The economic recovery from that extreme shock--combined with the inflation into which many factors, not least expansionary monetary policy, have fed--has seen demand for energy from whatever source soar. Meanwhile coal-fired power stations have been running at lower and lower capacity for a long time (under 48 percent in 2019, 40 percent in 2020), so that even after massive shutdowns of coal stations over the past decade there was considerable extra capacity here when demand went up, with the result more call on coal-fired plants, which burned through more coal.

Of course the mobilization of spare coal-fired capacity is one thing. The economic incentive to, for example, build new coal-based electricity generation instead of natural gas-burning facilities, or the renewables-based generation that is cheapest of all, is quite another thing--a matter not of a short-term crunch that may be only very temporarily making established coal capacity economically for a while, but the longer-term prospect. Especially as there has been no revolution in the efficiency of coal mining and coal-based electricity production, and no really fundamental decline in the efficiency of production from other sources, there seems no basis for thinking that the coal sector has somehow regained its competitiveness with them. Quite the contrary, it seems that the longer-term trend has coal's decline continuing. Yet the fact remains that this event is feeding the illusions among the many influential parties that desperately want to believe otherwise--their bias in favor of fossil fuels, the "short-termism" afflicting far too much decision making in business, and the shallowness of the media coverage and analysis of the phenomenon encouraging a bias in favor of continuing investment here, in spite of the warnings that such investment is likely to end up stranded, and coming at the pace of that already too oft-delayed shift to other technologies which are likely to prove financially sounder in the long run.

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