Or are things going to get a lot worse?

  • Here is a counter to a collection of positive charts posted a few weeks back.
  • The article takes a pessimistic position that, if nothing changes, we have already crossed the point where it is certain things will get worse.
  • Megafires, inflation, pandemic, heat – all could be signs of extinction.
  • Alarmist but nonetheless sober reading.

Tyre Pollution

  • Tyres are an order of magnitude worse source of particles pollution than exhausts.
  • We came to a bewildering amount of material being released into the environment – 300,000 tonnes of tyre rubber in the UK and US, just from cars and vans every year.
  • Whereas “Tailpipes are now so clean for pollutants that, if you were starting out afresh, you wouldn’t even bother regulating them.
  • Listed tyre companies (GT, ML) are generally ranked low on ESG risk.

Human Environmental Success – Ozone Layer

  • Humanity’s ability to heal the depleted ozone layer is not only our biggest environmental success, it is the most impressive example of international cooperation on any challenge in history.
  • Simply fascinating read on how the confluence of science, politics and industry led to this human triumph.

Lawns

  • Grass lawns are really bad.
  • How bad? “Forty million acres of land in the US consists of lawns. Maintaining them requires 800 million gallons of mower fuel and three million tonnes of (carcinogenic, endocrine-disrupting) fertilisers a year, and they guzzle up to 60 per cent of fresh water in urban areas.
  • To make matters worse, grass only works as a carbon sink if it is left wild.
  • Maintaining a patch of blank land on which no food grows, no animal feeds and no carbon is stored is as absurd as installing fake plastic grass.

Emissions and Emerging Countries

  • It is well documented that the CO2 intensity (CO2 per unit of economic growth) of the world has improved.
  • However the level of emissions keeps going up, with recent increases mostly coming from emerging economies.
  • The reason? These countries have taken the burden of de-industrialisation by the developed world over the last 25 years.
  • As the chart shows – this has taken the form of a shift of carbon-intensive manufacturing of steel, cement, ammonia and plastics.
  • These goods are produced both for domestic needs but also for export to the developed world.
  • Sourced from the brilliant JPM Energy Outlook note.
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