Trade Stuff: Trump Refuses Chinese Steel Compromise – Mexico Sees NAFTA Collapsing, Turns to China…


There is an saying people use to criticize President Trump based on the people around him:

“People are policy, and policy is people”…

The basic argument is that Mr. Trump can be swayed or distracted from his mission by his staff and those he hires.

This is a common catch-phrase brought about by historic and conventional wisdom.  However, when applied to President Trump, it’s also just plain wrong.

No similar cliche is appropriate for Donald Trump, nothing deters or influences him from his larger decades-long ‘America-First’ economic strategy. Nothing.

Donald Trump is the policy. There’s no assembly of advisers on economic issues that can ever sway his instinct.

Example:

(Reuters) – U.S. President Donald Trump last month rejected a Chinese proposal to cut steel overcapacity, despite the endorsement of some of his top advisers, the Financial Times said, citing people familiar with the matter.

Beijing proposed cutting steel overcapacity by 150 million tonnes by 2022 in a deal twice rejected by Trump, who instead urged advisers to find ways to impose tariffs on imports from China, the paper said, citing the sources.

The deal was endorsed by U.S. Commerce Secretary Wilbur Ross a week before U.S. and Chinese officials held a high-level economic dialogue, the FT added, citing a U.S. official and another person familiar with the matter.

White House spokeswoman Natalie Strom declined to comment on the “purported internal discussions” between the president and his cabinet members when contacted by Reuters.  (read more)

Panda expected POTUS Trump to go for the “Wimpy strategy”? ‘We’ll pay you Tuesday (2022) for our steel access today‘.

Nope.

That’s not going to happen; now is now.  U.S. Steel industry is at a critical mass; if we wait five years for a Chinese production reduction we might not have an industry.

Even if Secretary Wilbur Ross endorsed it, he’s not going to sway POTUS Trump on an economic dynamic Trump has already mapped out.  President Trump respects Wilbur Ross; heck, the Manhattan bankers hired Ross when they were in battle with Trump over the Atlantic City Casino loans.  Donald Trump and Wilbur Ross were adversaries then.  Why do you think President Trump wanted hired-gun Ross as his Commerce Secretary?

But even “Killer” Wilburine isn’t going to hold sway when it comes to an economic issue that cuts to the central point of MAGAnomics and Making U.S. Manufacturing Great Again.  However, that’s probably where the ‘bring me tariff’s” story’s came from.

♦Second issue.  Mexico realizes they might be getting played with this NAFTA renegotiation strategy.  President Trump might indeed be letting Canada and Mexico spin their wheels only to say ‘oh well’, and walk away at a time of his choosing.   Even USTR Robert Lighthizer and Secretary Ross are not guaranteed to know in advance.

MEXICO CITY (Reuters) – Mexico’s President Enrique Pena Nieto will travel to China next week to discuss trade and investment, as Mexico looks for ways to decrease its dependence on NAFTA, especially trade with neighboring United States.

He will hold a bilateral meeting with China’s President Xi Jinping and participate in a summit of the BRICS nations, a grouping that includes Brazil, Russia, India, China and South Africa, on Sept. 4 and 5, Mexico’s Foreign Ministry said in a statement.

Pena Nieto’s visit comes as U.S., Mexican and Canadian negotiators meet Sept. 1-5 in Mexico City for a round of talks to revamp the 23-year-old North American Free Trade Agreement (NAFTA).

Mexico is trying to increase trade with Latin America and Asia, and on Monday took part in the first of three days of talks in Australia aimed at reviving the Trans-Pacific Partnership trade agreement, disrupted by the withdrawal of the United States.

On Sunday, U.S. President Donald Trump renewed his threat to scrap NAFTA, which he has cast as killing jobs and exacerbating the U.S. deficit, and ripped into trading partners Canada and Mexico. (read more)

Mexico might think they are hedging their bets, however they are actually playing right into Donald Trump’s preferred method of confronting adversaries.   Trump prefers united opposition; it’s easier to leverage a better outcome when the mutual interests of two parties who oppose you are in alignment and plain view.

Rather than face Mexico and China individually, POTUS Trump would much rather have Mexico and China attached in economic interest. It doubles the leverage by enlarging the target; we are the customer for both; and we can play each against the other.

In addition, it’s a commonly accepted open secret that China and Mexico are already working together to exploit the U.S. market via NAFTA back doors.  Why not remove Panda mask and make it formal opposition? Much easier that way.

However, Trump is steadfast on big picture USTR Trade Deals for manufacturing, but not necessarily intransigent on specific sector details; ie. willing to give Canada and U.S. teams more negotiation time to work out the lumber issues with Commerce, prior to tariffs:

WASHINGTON (Reuters) – U.S. Commerce Secretary Wilbur Ross on Monday announced a 2-1/2 month delay in determining final anti-dumping and anti-subsidy duties on Canadian softwood lumber to buy more time to negotiate a settlement of the trade dispute.

The Commerce Department had previously been scheduled to announce final lumber duties on Sept. 6, a step that would have ended the current negotiating process with Canada’s government. Ross set a new deadline of no later than Nov. 14.

“I remain hopeful that we can reach a negotiated solution that satisfies the concerns of all parties,” Ross said. “This extension could provide the time needed to address the complex issues at hand and to reach an equitable and durable suspension agreement.”

U.S. and Canadian softwood lumber producers and government officials have all said they want to reach an “equitable” arrangement to settle U.S. claims that Canadian lumber is unfairly subsidized and dumped onto U.S. markets below cost. (read more)

“Taking the lumps out”, and pushing the deadline past NAFTA rounds #2 and #3…

The Cycle of Civilization


COMMENT: Interestingly enough, in Switzerland the -in majority- leftish and Pro-EU government has been trying to push Switzerland into EU for years as you’re aware of.

Now the SVP is fighting against a new international contract, called “institutional agreement” which would give (amongst others) the EUGH the Supremacy Clause over Switzerland – end of Swiss direct democracy plus all still existing “state” rights (despite 60% – 80% of all new regulations/laws are already taken over from Brussels..)

REPLY: While the revisionists want to claim that the Civil War was only about slavery when in fact the overwhelming majority of Confederate soldiers owned no slaves, they say history is written by the victor not the loser. There is never a single reason for any war. Iraq was claimed to be protecting the people who Saddam Hussein was gassing. The weapons of mass destruction was thrown in for good measure to make it sound urgent when it was Dick Cheney and his greedy buddies looking for oil. Nevertheless, the Civil War was really part of the Cycle of Civilization. We band together creating large governments and then we disband and move back to tribal jurisdiction. This Cycle of Civilization has been going on for thousands of years.

Indeed, this trend is part of the Cycle of Civilization we must understand run the course throughout history of human existence. The Roman Empire took over states and absorbed them to dominate the Western World. Previously, those states suppresses tribes to create states with a central power. When Rome fell, it broke up not into states, but back into tribes and then feudalism. As invaders reemerged, then these feudal castles banned together for a common defense.

The king of France really emerged from the Carolingian dynasty (751–888) under Pepin the Short (751-768) who consolidated the various independent kingdoms as France began to emerge as a nation state. In England, it was not until 827 when Northumbria submitted to Egbert of Wessex at Dore, briefly making Egbert the first king to reign over a united England. However, it was in 886 when Alfred the Great retook London, which he apparently regarded as a turning point in his reign. Previously, there were tribes that formed cities states like Mercia and Wessex and then they merge and become a nation state.

The Cycle of Civilization is the constant swing between independent city states back to unified national states and then empires. Europe went through this as did China and the USA Civil War was fought against this nationalization or State’s Rights. It was not simply slavery.

Those who deny the Civil War was also over State’s Rights, should read this letter. Here is Justice Scalia’s famous letter noting that the Civil War settled the issue of the right to secede, separate and distinct from this issue of slavery that people are focusing on today. This is a major trend throughout history, the Cycle of Civilization, which is always in motion and it is why Europe will breakup as will the United States. – Nothing lasts forever.

New Proposed Regs You Must Declare if you have more than $10k in Crypto Currencies


According to the new draft law proposal, all persons who enter the US will have to declare their holdings in crypto currencies with a value over 10,000 dollars. This is the case with larger quantities of cash or precious metals. Naturally, they are calling this money laundering and possible funding of terrorism. It’s really about taxes. 

I have been warning that this would be the next step in government regulation. They are hunting money everywhere. There is no possible way they will allow crypto currencies to beat them. The stories that they cannot stop them are really nonsense. Income taxes are not illegal if you cannot pay, but if you fail to tell them what you made, that is criminal. Applying this same legal approach to crypto currencies is inevitable.

This will apply to Americans returning from overseas. If you fail to report it, they can jail you and confiscate everything you have. It will be the failure to declare.

The only way to be off the grid is still tangible assets and that will be non-real estate limiting this to simply movable assets. Even cash they can simply cancel as was the case in India. They are out for everything for we are the problem not their mismanagement from their perspective. This is also why they are in an all out war against Trump.  They will not tolerate anyone who is not a career politician regardless of what they say.

Trump is He His Own Worst Enemy?


QUESTION: You seem to have given up hope on Trump getting his agenda through Congress. Do you agree that the Trump presidency is a failure?

BV

ANSWER: There is no question that the powers that be are out to stop Trump at all costs. They are indeed winning. But Trump is his own worst enemy. The press know all they have to do is ask him a loaded controversial question that criticizes him and he responds in kind. If he were smart, he would play it like Hillary – lie to the press and the public and privately assure everyone that’s not her real agenda.

Trump is too honest in that regard and that hands the press all the ammunition to turn every single event into a controversy. I watched the Trump press conference and he said the Wall is needed to stop the drug trade. When CNN ran it on the nightly news, they cut his statement ending it with security, implying the racist issue rather than drugs.

On the Charlottesville  incident, clearly this demonstrates he does not understand how to deal with the press. Yes, there is the issue of both extreme sides rising.  There is no question that the dominant issue was State’s Rights. However, the white supremacists are not preaching that – they are preaching hate of blacks and Jews. The extreme left are Communists following Marx. These two sides are both responsible without question. Nevertheless, the political cartoons reflect the perception that all the evil lies on one side. Trump has to understand that the event in focus must be addressed in isolation. He should have immediately condemned the white supremacists for they openly say Trump is too liberal for them. He should have confined his remarks to just the one side and then address the left when they try to dig up graves or will no doubt protest the Columbus Day parade on October 9th in New York City.

CNN and others will fan the flames and they are creating the divide within America. Eventually, we will see the USA break up probably after 2032. Trump was elected because of the rising tension. He is a symptom, not the cause. Nevertheless, he is his own worst enemy aiding this divide.

I seriously question if Trump will get his agenda through. Even if he resigned and he was succeeded by the VP, the agenda will not be passed and therein lies the problem for the Republican Party betraying the people once again.

Harvey Flood Impact Continues – Peak Water Anticipated Wednesday and Thursday…


Ongoing record rainfall from TS Harvey continues to bring record flooding to East Texas.  Almost 25 inches of rain has fallen on the region following Hurricane Harvey’s landfall last weekend.  As the rain continues, weather forecasters now anticipating peak water on Wednesday or Thursday as Harvey’s rain begins impacting Southwest Louisiana. [Reuters Picture Gallery Here]  Texas is only about half-way through the anticipated impact timeline.

Thousands of rescue missions have taken place, most by ordinary citizens using private boats and vessels to retrieve stranded residents in the area.  12,000 National Guard troops are working 24/7, and volunteers from several states have arrived to supplement local, state and federal search and rescue efforts.

TEXAS – A new record daily max rainfall of 16.07 inches was set at George Bush Intercontinental Airport in Houston on Sunday, breaking the old record of 8.32 inches from 1945, according to National Weather Service (NWS) measurements. The airport was closed in the wake of Harvey.

In the last two days, 24.44 inches of rain has fallen in Houston, the NWS reported on Monday. The rainfall from Harvey has already made this August the wettest month on record for Houston.

ABC News meteorologists expect up to 50 inches of rain to accumulate in the southeastern part of Texas by Wednesday as a result of the storm.

Harvey has so far affected about a quarter of the Texas population, or 6.8 million people in 18 counties, according to The Associated Press.

At least three people are confirmed dead in the wake of Hurricane Harvey, a number that is expected to rise.

The U.S. Coast Guard (USCG) has performed more than 2,000 multi-person rescues in the Houston-Galveston area as of Monday morning. There have been more than 250 survivors from air rescues alone.

The USCG has 20 helicopters and 9 Flood Punt Teams conducting search and rescue operations in the Houston area.

The Houston Fire Department received 5,500 calls for help in the past 24-hour period, fire officials said Monday.

The Houston Police Department has completed about 2,000 rescue missions since Harvey began, Houston Police Chief Art Acevedo said today on “Good Morning America.” (read more).

President Trump Reverses Obama Executive Order Blocking Military Surplus From Police Purchase…


Today President Trump has issued an executive order revoking a previous Executive Order #13688, put in place by President Obama, which blocked local and state law enforcement from purchasing military surplus gear.  Effective with today’s order local law enforcement will have access to U.S. military equipment.

Attorney General Jeff Sessions cited two studies which concluded that the use of military-style equipment can have positive effects, reducing citizen complaints and assaults on officers.

EXECUTIVE ORDER – By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered as follows:

Section 1. Revocation of Executive Order 13688. Executive Order 13688 of January 16, 2015 (Federal Support for Local Law Enforcement Equipment Acquisition), is hereby revoked.

Sec. 2. Revocation of Recommendations Issued Pursuant to Executive Order 13688. The recommendations issued pursuant to Executive Order 13688 do not reflect the policy of the executive branch. All executive departments and agencies are directed, as of the date of this order and consistent with Federal law, to cease implementing those recommendations and, if necessary, to take prompt action to rescind any rules, regulations, guidelines, or policies implementing them.

Sec. 3. General Provisions. (a) Nothing in this order shall be construed to impair or otherwise affect:

(i) the authority granted by law to an executive department, agency, or the head thereof; or

(ii) the functions of the Director of the Office of Management and Budget relating to budgetary, administrative, or legislative proposals.

(b) This order shall be implemented consistent with applicable law and subject to the availability of appropriations.

(c) This order is not intended to, and does not, create any right or benefit, substantive or procedural, enforceable at law or in equity by any party against the United States, its departments, agencies, or entities, its officers, employees, or agents, or any other person.

DONALD J. TRUMP – THE WHITE HOUSE, August 28, 2017.

Overall, the militarization of our local and state police forces presents a complex dynamic. On one hand we want our law enforcement to have the most effective tools needed to deal with threats and public safety. On the other hand seeing an MRAP vehicle in the local police parade on the 4th of July is not something to be cheering about.

This can be a slippery slope if not well managed, and local people need to be engaged with their public officials to express valid opinions and concerns.

North Korea Launches Another Missile – Attempts Escalation By Crossing Northern Japan…


Beijing (China) is attempting to “trigger” President Trump’s internal neo-con and militaristic opposition. Stay frosty, avoid emotional reports demanding military engagement, and remain steady with a high altitude perspective.

Multiple reports now confirming that North Korea has conducted a missile test. The flight path escalates the issues by crossing over part of Northern Japan. In essence, Beijing China just threw an elbow at President Trump. [The likely “Why” follows breaking report]

TOKYO (Reuters) – North Korea fired a missile that passed over northern Japan early on Tuesday, the Japanese government said. The government’s J-Alert warning system advised people in the area to take precautions, but public broadcaster NHK said there was no sign of damage.

The Japanese military did not attempt to shoot down the missile, which passed over Japanese territory around 6:06 a.m. local time (2106 GMT). (Reuters)

Japanese Prime Minister Shinzo Abe, speaking to reporters in Tokyo after the launch, said the missile appeared to have passed over airspace and that the government was urgently collecting intelligence on the incident and doing everything to ensure the safety of its citizens, according to remarks broadcast on NHK, Bloomberg News reports.

Beijing China controls Kim Jong-un. Period.

Looking at the big picture, there’s no single event being responded to by this missile launch; rather, what we are seeing is a reaction to: A.) the cumulative effect of very strategic recent geopolitical maneuvering by President Trump (Venezuela, Pakistan, India etc); and, B.) the words spoken by the administration -including Trump, tillerson and Haley- that are removing China’s panda face.

Remember, China doesn’t draw a distinction between Peace and War.  It’s yin/yang. All actions toward China’s larger objectives are viewed as natural to achieve victory.  War or Peace it makes no difference to them; they don’t accept mutually beneficial outcomes. Either they win, or they lose.  All action to achieve victory is part of same world view.

When you accept this approach, you being to understand what happens when a nation built upon such outlooks feels squeezed. They fight back harder. To them it’s a zero-sum battle.

China’s objective is conquest.  China’s tool for conquest is economics.  President Trump entire geopolitical strategy of using economics in a similar way is an existential threat to China’s endeavor.  Communist Beijing calls the proverbial shots.

President Trump is putting on a MASSIVE economic squeeze.

♦Squeeze #1. Trump and Mnuchin just sanctioned Venezuela and cut off their access to expanded state owned oil revenue.  Venezuela now needs more money.  China and Russia are already leveraged to the gills in Venezuela and hold 49% of Citgo as collateral for loans outstanding.  Now China and Russia will need to loan more, directly.

♦Squeeze #2.  China’s geopolitical ally, Russia, is already squeezed with losses in energy revenue because of President Trump’s approach toward oil, LNG and coal.  Trump, through allies including Saudi Arabia, EU, France (North Africa energy), and domestic production has driven down energy prices. Meanwhile Russia is bleeding out financially in Syria.  Iran is the financial reserve, but they too are energy price dependent.

♦Squeeze #3. Trump and Tillerson just put Pakistan on notice they need to get involved in bringing their enabled tribal “extremists” (Taliban) to the table in Afghanistan.  Pakistan’s primary investor and economic partner is China.

♦Squeeze #4. China’s primary economic threat (competition) is next door in India.  President Trump has just embraced India as leverage over China in trade and pledged ongoing favorable trade deals.  The play is MFN (Most Favored Nation) trade status might flip from China to India.  That’s a big play.

♦Squeeze #4.  President Trump has launched a USTR Section 301 Trade Investigation into China’s theft of intellectual property.  This encompasses every U.S. entity that does manufacturing business with China, particularly aeronautics and technology, and also reaches into the financial services sector.

♦Squeeze #5.  President Trump, Secretary Ross, Secretary Mnuchin and USTR Robert Lighthizer are renegotiating NAFTA.  One of the primary objectives of team U.S.A. is to close the 3rd party loopholes, including dumping and origination, that China uses to gain backdoor access to the U.S. market and avoid trade/tariff restrictions. [China sends parts to Mexico and Canada for assembly and then back-door entry into the U.S. via NAFTA.]

♦Squeeze #5. President Trump has been open, visible and vocal about his intention to shift to bilateral trade renegotiation with China and Southeast Asia immediately after Team U.S.A. conclude with NAFTA renegotiation.

♦Squeeze #6.  President Trump has positioned ASEAN (Association of Southeast Asian Nations) as trade benefactors for assistance with North Korea. The relationship between ASEAN nations and the Trump administration is very strong, and getting stronger. Which leads to…

♦Squeeze #7.  President Trump has formed an economic and national security aliance with Shinzo Abe of Japan.   It is not accidental that North Korea’s Kim Jong-un fired today over the Northern part of Japan.  Quite simply, Beijing told him to.

Add all of this up, and you can see the cumulative impact of President Trump’s geopolitical strategy toward China.  The best part of all of it – is the likelihood China never saw it, meaning the sum totality of all of “it”, coming.

Just like Trump’s economic council (a bunch of globalists and Wall Streeters) thinking they were pulling POTUS Trump away from “America First”, only to realize he was simply giving them that impression so that he could advance his agenda….

By the time they realized, it was too late.  Well, so too did China not quite realize the scope and totality of how well thought out and strategic President Trump’s geopolitical economic doctrine really is.

You know why?  Because President Trump doesn’t tell anyone what the final product is, they only know the piece of the puzzle they carry. The picture, the big objective, is inside his head and he doesn’t share it with anyone.  That’s what living amid the Apex Predators in brutal rabid-dog-eat-rabid-dog Manhattan teaches you.  Oh, and he ain’t flinching or moderating his will one bit in carrying it out and putting it all together.

What happens when you surprise Beijing China with a massive awakening that suddenly has them peering toward a horizon showing potential economic defeat?

Well, for that answer we go full circle and remember how China perceives any action as a natural evolution of struggle, so long as it takes them toward victory…

Stay steady.  Avoid the chaff and countermeasures.  It’s all about the economics and the tectonic financial plates he’s shifting.

Next Target for North Korea Sept 11th/12th


Our models seem to be right on target for the escalation of military threats from North Korea. We gave a out two targets for the opening of  window for a conflict on our war model to watch are August 12/13, 2017 and September 11/12, 2017. We must be on guard for this is the prime period where a confrontation could emerge.

This time he fired a missile over Japan. True, he could hit South Korea and Japan before they could launch any counter-measure. Prime Minister Shinzo Abe called the “most serious and grave” threat to the country. There is no question he is doing this to show strength to retain control. There are always people within who would assassinate him if he appeared weak.

We expect tensions to rise into the next target September 11/12th

Analysis of Global Temperature Trends, July, 2017, what’s really going on with the Climate?


The analysis and plots shown here are based on the following two data series. First NASA-GISS estimates of a global temperature shown as an anomaly (converted to degrees Celsius) as shown in their table Land Ocean Temperature Index (LOTI) and shown in the following Chart as the red plot labeled NASA. This plot is shown as a twelve month moving average to minimize the large monthly swings and better show trends; the scale for the temperatures is on the left. Second NOAA-ESRL Carbon Dioxide (CO2) values in Parts Per Million (PPM) which are shown in the following Chart as a black plot labeled NOAA. This plot is shown exactly as the data from NOAA is presented and there is no need for a moving average the scale for CO2 is shown on the right.

NASA published data as stated in the first paragraph is shown as an anomaly, but what is a temperature anomaly?  An anomaly is a deviation from some base value normally an average that is fixed. There were two problems with the system that NASA picked which were number one there is no “actual” global temperature and two since climate is a variable there cannot be a real base to measure from. NASA known for its science and engineering expertise back in the day thought it could get around these issues and created a system to do so. First they developed a computer model which took readings from all over the planet and made significant adjustments to them called homogenization and came up with the estimated global temperature. Second they picked the period 1950 to 1980 (30 years) and averaged the values and came up with 14.00 degrees Celsius and make that their base.  Then they took the calculated temperature and subtracted the base from it which gave them the anomaly. The problem is that both the base and the anomaly are arbitrary.

Now that we have a base to work with we are going to add to the previous Chart three things. The first is a trend line of the growth in CO2 since that is the entire basis for climate change according to the government through NASA and NOAA. That plot is superimposed over the black plot of the actual NOAA CO2 values as the cyan line labeled as the CO2 Model and one can see there is a very good fit to the actual NOAA values so there should be no dispute about its validity.  This plot allows us to make projections to future global temperatures according to the projected level of CO2 .  The second added item is James E. Hansen’s Scenario B data, which is the very core of the IPCC Global Climate models (GCM’s) and which was based on a CO2 sensitivity value of 3.0O Celsius per doubling of CO2. This plot is shown here in lavender and is part of a presentation that Hansen showed to congress in 1988 when the UN was about to set up the International Panel on Climate Change (IPCC) and this plot is labeled as Hansen Scenario B which Hansen stated was the most likely to happen based on his theories’.  The third item is the current plot of the most likely temperature of the planet based on the growth of CO2 published by the IPCC. This plot is shown in Red and is labeled as IPCC AR5 A2 as that is the table where the data was found. This plot is a GCM computer projection of the planets temperature based to the complex relationships developed on the levels of CO2 by the IPCC primarily though NASS and NOAA.

It can be seen in this Chart that the lavender plot and the Hansen plot are very close from 1965 to around 2000 after that, from 2000 to 2014, there is a very large and growing deviation reaching close to .5 degrees Celsius in 2014, which is not an insubstantial number.  Also of note is that there doesn’t seem to be a good correlation between the growth in CO2 and the increase in the planets temperature. The CO2 is going up in a log function and the Temperature was going down in a log function until recently where it reversed in 2015 and is now going up in a log function. That unexplained and major change in temperature direction appeared to have occurred between 2013 and 2014 and is the subject of this monthly paper.

The next Chart is developed from the raw data from NASS and NOAA as shown in the first Chart.  This plot was made first by adding ten years blocks of temperature and CO2 as indicated in the Chart and diving by 120 to give an average for each.  Then the average Temperature was divided by the average CO2 to give degrees of temperature increase per PPM of CO2. After that was plotted it appeared that there were two different curves the first was from block 1965-1974 through block 2004-2014 shown as Black Dots and the second was from block 1995-2004 through block 2005-2016 shown as Black Dashes. When trend lines were added they were both almost perfect fits to the raw data and so you cannot see the data points very well on the Chart.  These blocks were picked to represent the entire period of time where we had both NASA temperature data and NOAA CO2 levels.

On the following Chart are two sets of color coded information. The first is Cyan plot and the Cyan box with the equation in it along with the R2 value of 1.0 are for the first series from block 1965-1974 through block 2004-2014. The other is the Red plot and the Red box with the equation in it along with the R2 value of 1.0 which are for the first series from block 1965-1974 through block 2004-2016. We can speculate on how this change has happened but it cannot be said that the plot change is not real; however additional data over the next few years will be required to actually prove that something has changed.

In summary the Cyan data set indicates a diminishing effect of CO2 on global temperature for about 54 years and the Red data set represents an increasing effect of CO2 on global temperature for the past 2 years. Since both data sets have an R2 value of 1.00 the trend lines cannot be in question.

Before we get into a possible explanation to the drastic change from the Cyan data to the Red data that occurred in 2014 we need to consider other factors than CO2 on Climate change.  The fault that occurred in the work that was done in the 1980’s was in assuming that there was an optimum or constant global temperature and therefore any change that was being observed was from the increasing amount of CO2 in the atmosphere.  There may have been correlation but it was never proved that there was causation (high R2 value) between CO2 and global temperatures. With that assumption, which limited options, we moved from true science into the realm of political science.  True science has an open mind and finds relationships that work in matching observations with predictions.  Political science changes history and/or facts to match the desires of the politicians. Since the politicians control the money political science is what we get; which means that what we get may not be technically correct.

A decade ago when I started looking at “climate” change the first thing I did was look at geological temperature changes since it is well known that the climate is not a constant; I learned that 52 years ago in my undergrad geology and climatology courses in 1964. The next paragraph explains currently observed patterns in climate related to this subject and is historical accurate.

Ignoring the last Ice Age which ended some 11,000 years ago when a good portion of the Northern hemisphere was under miles of ice the following observations give a starting point to any serious study on the subject of climate. First, there is a clear up and down movement in global temperatures with a 1,000 some year cycle going back at least 3,000 to 4,000 years; probably because of the apsidal precession of the earth’s orbit of about 20,000 years for a complete cycle. However about every 10,000 years the seasons are reversed making the winter colder and the summer warmer in the northern hemisphere. 10,000 years from now the seasons will be reversed again. Secondly, there are also 60 to 70 year cycles in the Pacific and the Atlantic oceans that are well documented. These are known as the Atlantic MultiDecadal Oscillations (AMO) in the Atlantic and as La Nina and El Nino in the Pacific. Thirdly, we also know that there are greenhouse gases such as carbon dioxide that can affect global temperatures. Lastly the National Academy of Sciences (NAS) estimated that carbon dioxide had a doubling rate of 3.0O Celsius plus or minus 1.5O Celsius in 1979 when there were only two studies available and one for sure and maybe both were not per reviewed.

The result of looking objectively at the three possible sources of global temperature changes was a series of equations based on these observations that when added together produced a sinusoidal curve that seemed to follow NASA published temperatures very closely when first developed in 2007.  Since this curve was based on observed temperature patterns it was called a Pattern Climate Model (PCM) which has been described in previous papers and posts on my blog and since it is generated by “equations” many assume it is some form of least squares curve fitting, which it is not. It does seem to be related to ocean currents where the baulk of the planet’s surface heat is stored.

As can be seen in the following Chart the PCM has a 69.1 year cycle that moves the trend line up and then down a total of 0.29O Celsius and we are now in the downward portion of that trend (-.01491O C per year) which will continue until around ~2035.  This short cycle is clearly observed in the raw NASA data in the LOTI table going back to 1880. Then there is a long trend, 1036.7 years with an up and down of 1.65O Celsius (.00396O C per year) also observed in the NASA data. Lastly, there is CO2 currently adding about .0079O Celsius per year so together they all basically wash out at -.0039O C per year, which matched the current holding pattern we were experiencing until 2014. After about 2035 the short cycle will have bottomed and turn up and all three will be on the upswing again duplicating what was observed in the 1980’s.  Note: the values shown here are only representative as the actual model uses many more places than what are shown here.

When using the 12 month running average for global temperatures up until 2014 the PCM model was within +/- .01 degrees of what NASA was publishing in their LOTI table since the early 1960’s as shown in the next Chart. Further the back projection of the PCM plot matched historical records and global temperatures going back past the time of Christ. It should also be consider that geologically CO2 levels have reached levels many times that of the current 400 ppm without destroying the planet so the current hysteria over the current small numbers can only be explained by political science not real science.

The nest step in this analysis is to put all of the known data and projections into one Chart which will contain: NASA’s table LOTI global temperature estimates, NOAA’s actual CO2 values, the CO2 model projections, the PCM model global temperature plot, Hansen’s Scenario B 1988 global temperature plot, and lastly the IPCC AR5 A2 global temperature plot. With that done we can look at the results and try to make some sense of what is going on with the various arms of the federal government that are promoting that carbon based fuels be eliminated since they are responsible for the global temperature level  going up.  As previously started when the government pours money into the sciences the sciences respond with technical papers the support the governments views, this is what I call political science verses real science as was done prior to the 1980’s; money talks and BS walks as everyone on the street knows.  This Chart views a good overview of the current situation showing all the facts and all the projections.

This Chart contains no manipulation of the data and the only change that was made was to convert the NASA anomalies back to degrees Celsius to make it more readable to lay people.  This is only a change in units and has no bearing on the look.  A subject not broached here is that of the NASA homogenization process itself and the base period from 1950 to 1980. The portion in the black circle contains the NASA base period of 14.00 degrees Celsius and the reason it’s brought up here is that the Homogenization process causes the global temperatures to move around since the entire data base all the way back to 1880 is recalculated each month.  But since the base has to stay at 14.00 degrees Celsius the program must be set to not allow changes in that period of time. I’m sure the programmers have fun with that. Prior work here has shown how this creates a teeter totter effect with the data plots, some of which have recently been significant.

The next Chart will be a look at the period from 2010 to 2020 so we can see the detail of the past few years where a change in CO2 of only a few ppm has caused a major change in the global temperature way beyond anything previously shown in any published NASA data. There are two black ovals on the Chart one at the top of the Chart which is a black oval around the CO2 levels for 2012, 2013, 2014, 2015 and part of 2016 and it’s very obvious that there has been very little change, maybe 7 ppm or about 1.9%. Then at the bottom of the Chart is another black oval around the NASA global temperature levels for 2012, 2013, 2014, 2015 and part of 2016 and its very obvious that there has been a very large change, almost .50 degrees Celsius or about 3.1%. There has never been such a large increase in temperature from such a small increase in CO2.

By contrast the previous comparable period of the last part of 2010 through 2013 shows about the same increase for CO2 at 1.1% but no increase for global temperature but actually small decrease. Worse it appears that this current strange upward trend will continue as the values shown here are based on a 12 month moving average and the current values being published by NASA have been very high for the past 7 months and therefore I would expect the NASA plot to be well over 15.00 Celsius within a few months and certainly before the end of 2016 and that is exactly what happened. After COP21 the need for Fake Warming was no longer needed and so we are now seeing a downward trend developing. With the new administration we may see the end of data manipulation from NOAA and NASA and a return to real science political science.

In summary, the IPCC models were designed before a true picture of the world’s climate was understood. During the 1980’s and 1990’s CO2 levels were going up and the world temperature was also going up so there appeared to be correlation and causation. The mistake that was made was looking at only a ~20 year period when the real variations in climate all move in much longer cycles of decades and centuries.  Those other cycles can be observed in the NASA data but they were ignored for some reason.  By ignoring those trends and focusing only on CO2 the models will be unable to correctly plot global temperatures until they are fixed.

Lastly, the next chart shows what a plot of the PCM model, in yellow, would look like from the year 1400 to the year 2900. This plot matches reasonably well with recorded history and fits the current NASA-GISS table LOTI data, in red, very closely, despite homogenization.  I understand that this model is not based on physics but it is also not true curve fitting. It’s based on observed reoccurring patterns in the climate. These patterns can be modeled and when they are, you get a plot that works better than any of the IPCC’s GCM’s. If the conditions that create these patterns do not change and CO2 continues to increase to 800 ppm or even 1000 ppm than this model will work well into the foreseeable future.  150 years from now global temperatures will peak at around 15.750 to 16.000 C and then will be on the downside of the long cycle for the next ~500 years.

The overall effect of CO2 reaching levels of 1000 ppm or even higher will be about 1.50 C which is about the same as that of the long cycle.  The Green plot on the Chart shows the observed pattern with no change in CO2 from the pre-industrial era of ~280 ppm. CO2 cannot affect global temperatures more than 1.500 C +/- no matter what the ppm level of CO2 is. The reason being that the CO2 sensitivity value is not 3.00 per doubling of CO2 but under 1.00 C per doubling of CO2 as shown in more current scientific work.

The purpose of this post is to make people aware of the errors inherent in the IPCC models so that they can be corrected. 

The Obama administration’s “need” for a binding UN climate treaty with mandated CO2 reductions in Europe and America was achieved as predicted at the COP12 conference in Paris in December 2015. To support this endeavor NASA was forced to show ever increasing global temperatures that will make less and less sense based on observations and satellite data which will all be dismissed or ignored.  Within a few years the manipulation will be obvious even to those without knowledge in the subject, but by then it will be to late the damage to the reputation of science will have been done.

In closing keep this in mind. The current panic generated by the government using political science is that the current global temperature of around 15.0O Celsius is an increase of 7.14% from the 1960’s when the global temperature was 14.0O Celsius; and that does seem like a lot. However those views would be in error as the actual increase in thermal energy, as measured by temperature, would be only .35% because we must use Kelvin not Celsius when working with heat energy. When we use kelvin the temperature goes from 287.15O K to 288.15O K which is only .35% not 7.14% about 1/20 of what is implied by the IPCC.

 

Sir Karl Raimund Popper (28 July 1902 – 17 September 1994) was an Austrian and British philosopher and a professor at the London School of Economics. He is considered one of the most influential philosophers for science of the 20th century, and he also wrote extensively on social and political philosophy. The following quotes of his apply to this subject.

If we are uncritical we shall always find what we want: we shall look for, and find, confirmations, and we shall look away from, and not see, whatever might be dangerous to our pet theories.

Whenever a theory appears to you as the only possible one, take this as a sign that you have neither understood the theory nor the problem which it was intended to solve.

… (S)cience is one of the very few human activities — perhaps the only one — in which errors are systematically criticized and fairly often, in time, corrected.

 

Global Warming is All Fake Nobel Laureate Says its Just a Religion


Sir Karl Raimund Popper (28 July 1902 – 17 September 1994) was an Austrian and British philosopher and a professor at the London School of Economics. He is considered one of the most influential philosophers for science of the 20th century, and he also wrote extensively on social and political philosophy. The following quotes of his apply to this subject.

If we are uncritical we shall always find what we want: we shall look for, and find, confirmations, and we shall look away from, and not see, whatever might be dangerous to our pet theories.

Whenever a theory appears to you as the only possible one, take this as a sign that you have neither understood the theory nor the problem which it was intended to solve.

… (S)cience is one of the very few human activities — perhaps the only one — in which errors are systematically criticized and fairly often, in time, corrected.