Tuesday, January 17, 2023

Is this conversation from 2019 something we need to revisit?

I don't know enough about this to offer an opinion about this, but if we're entering an age of drought and deluge, I want to hear about all our options.



 Paul Rogers writing for the Mercury News May 2, 2019

Gov. Gavin Newsom on Thursday drove the final nail into the coffin of the most controversial water project in California in more than 30 years: Gov. Jerry Brown’s $19 billion plan to build two massive tunnels under the Sacramento-San Joaquin River Delta to make it easier to move water from the north to the south.

The Newsom administration announced it is withdrawing permit applications that the Brown administration had submitted to the State Water Resources Control Board, California Department of Fish and Wildlife, and several federal agencies.

Instead, the administration said it will begin environmental studies on a one-tunnel project.

“A smaller project, coordinated with a wide variety of actions to strengthen existing levee protections, protect Delta water quality, recharge depleted groundwater reserves and strengthen local water supplies across the state will build California’s water supply resilience,” said Natural Resources Secretary Wade Crowfoot in a statement.

Monday, January 16, 2023

Have a safe and contemplative Martin Luther King Jr. Day

 “Out of the mountain of despair, a stone of hope.”


 

Thursday, January 12, 2023

Thursday Tweets -- King Elon's Mines

When members of the Musk family disagree, you don't know who to disbelieve, at least until someone starts digging up old interviews. 

Humble beginnings were always a key part of the careful crafted persona of the Tesla CEO. There were always holes in the story, but most slipped by without much attention except for the family emerald mine. Musk's father talks about it often; Elon (and his mother) dismiss the accounts. I always considered it a he-said/he-said. Now I learn it's a he-said/he-said-but-he-didn't-used-to-say.


I haven't seen the Ask Men piece, but you can find the Forbes interview here.


Another big part of the persona is his supposed mastery of first principles thinking. As with engineering, he has learned the terminology, but he doesn't seem to have a strong grasp of the underlying concepts.



Missy Cummings is an engineering professor and part of the NHTSA. She's also one of the leading authorities on human-autonomous system collaboration.

When trying to understand Musk, remember, he has cultivated millions of followers like this.

On a related note.



Checking in on Twitter:




 Musk made a lot of big claims about the reliability of the Tesla Semi ("a million miles" got thrown around). There already appear to be at least two or three breakdowns, which seems like a lot given the small number of trucks on the road and the small number of miles driven.



Some important points about perceptions of regulation from the guy who wrote the book on Tesla.


 

Niedermeyer also has a great take on the Boring Company's biggest achievement.

Wednesday, January 11, 2023

Transit times

This is Joseph.

This tweet by Matthew Yglesias is getting at something that I think is really underrated in transit policy:



I have lived large chunks of my life without a car and it is amazing how much buffer room you need for a bus system. Not only are buses slow, because of many stops, but if a bus does not come it is an actual disaster if you have things scheduled first thing in the morning. I am especially cranky about daycare timing, as the hours of daycare are tight compared to the workday and no daycare is just going to shrug about a 30 minute late pickup. If we put daycares at worksites and made it a requirement that there be spaces for employees that would be different, but that's not even a policy dream.

This is why I find light rail train/metro/subway systems so superior. Not only are the trains generally more reliable but they come at high frequency to well spaced out stops, without being involved in traffic jams. One can plan much more effectively for a transit plan with this setup.

Plus, life really does have things that are hard to be late to. When I teach first thing in the morning then it means busing in would need to be extremely early to account for the bus not coming. A retail clerk needs to be there to open the store. A physician needs to be there at the time of the scheduled procedure. You can build this time in but the inefficiency is dramatic with 1/2 hour routes. It means you need to account for longer travel time and plan for at least one bus not to come in order to be on time. 

For example, right now, it takes 18 minutes to drive to the University of Manitoba (about 7 km but going through some badly planned chokepoints). Here are a few transit routes:



The 78 is a rare ten minute bus, making it kind of ok. But with a buffer for missing and the time to crawl over the snow (sidewalk clearing is a lost art), it is going to take an hour to get the University. 

Going to the medical campus is even worse, it is a 12 minute drive (7 km) and the same by bus but it requires a transfer, which is another point of failure:



Add in another 20 minutes for "missing an infrequent bus" (the 12 is an every half hour bus) and it immediately becomes clear why transit is a poor solution (remember the optimistic one hour is EACH WAY). In a mid-size city. 

Now a fit person could probably walk it in a hour and a half (I am always slower than the projections on google and uncleared sidewalks slow you enormously) but at -20C/-4F (a typical winter day) there is no way I am doing that. But it is remarkable how badly the transit environment can be, in a Canadian city with both sides being near major transit points. 

If we want to handle car culture then we really need to grapple with the current level of efficiency in public transit, which is low. Now if you have a seat then maybe you can read, but it is remarkable how hard it is to do that in a crowded bus, where you might also be standing. 

Tuesday, January 10, 2023

Tuesday Tweets -- MAGA International

This was going to be a really long tweet post, too long, so we'll be doing this week's tweets in more manageable bites, starting with these threads that provide some context to the turmoil in Brazil.

One of the points we've been arguing for years here at the blog is that you can't use the standard political analyst/social scientist approach to the current incarnation of the conservative movement. Old models of socioeconomic forces, traditional alliances, and rational actors are next to useless. Instead we need to talk about propaganda and disinformation (much of it gone feral), indoctrination, cults of personality, the politics of catharsis, and in the following example, a coordinated international effort to spread fascism, something we'd have to call a massive conspiracy if it wasn't almost completely in the open.






I think she means Veritas and Erik Prince.

Monday, January 9, 2023

“Water is the most precious resource we have ... and yet we do everything we can, when it comes to rain, to get rid of it as soon as possible”

 Notes on a time of drought and deluge.

Hayley Smith writing for the LA Times.

It was by all accounts a washout, but despite heaps of water pouring into the area, drought-weary Los Angeles won’t be able to save even half of it. The region’s system of engineered waterways is designed to whisk L.A.'s stormwater out to sea — a strategy intended to reduce flooding that nonetheless sacrifices countless precious gallons.

Voters in 2018 approved Measure W, which is aimed at improving L.A.'s aging stormwater capture system. Officials are making progress, but experts say there’s a long way to go. Of an estimated 5 billion to 10 billion gallons pouring into the Los Angeles Basin from current storms, only about 20% will be captured by the county.

“In a region that imports 60% of our water, it’s just a huge untapped potential for a local water supply,” said Bruce Reznik, executive director of L.A. Waterkeeper. “We passed the Safe Clean Water Program to get us there, but we’re just not there yet. It’s going to take us some years.”

Many years, in fact. County officials have said it will take three to five decades to build its stormwater capture system to full capacity, with the ultimate goal of capturing 300,000 acre-feet, or roughly 98 billion gallons, of water annually. 

...

Though a few regional watersheds, such as the Upper San Gabriel River, have good soils and systems for capturing stormwater, they are few and far between, with the vast majority of water that comes to the region “on a superhighway to get out,” said Reznik.

“Water is the most precious resource we have, something that we cannot live without, and yet we do everything we can, when it comes to rain, to get rid of it as soon as possible,” he said.

Los Angeles County Department of Public Works spokesman Kerjon Lee said Measure W is working, however. Since its approval in 2018, the agency has awarded $400 million to more than 100 regional infrastructure projects, such as the Rory M. Shaw Wetlands Park Project to convert a 46-acre landfill into a wetlands park that can collect stormwater runoff.

Friday, January 6, 2023

Simple solutions to complex problems

This is Joseph. 

This tweet of plans by the premier of Alberta is alarming. In the video linked in the tweet, she points out that running a province-specific pension plan would save $6 billion and free up money for things like a provincial police report. This is matched by reporting from within Alberta. Nor is this argument absent from the media, so I think we need to take it seriously as at least a proposal. It is also not the first time that it has been raised as a part of Alberta politics, previously with a focus on repatriating the Alberta share of the assets

Now this is complicated for a few reasons. One is that Alberta is a younger province (mean age 39 years as opposed to BC at 43 years). But one the other side you have Saskatchewan at 39.4 years of age. Now let me look at the average temperature for some of the cities in these provinces for January:

    Vancouver, BC     4ΒΊC/39ΒΊF
    Calgary, AB       -4°C/25°F
    Saskatoon, SK     -9°C/15°F
    Edmonton, AB      -11°C/12°F

Can anyone imagine why the province of BC might be older than the provinces of AB, SK, and MB (the 3 prairie provinces, of which MB is the coldest)? Note that BC is just next to AB, so it is a short trip for retirees who want to maintain some connection and it is expensive, but not necessarily outside of the big cities. 

So the very first problem is that many retirees in other provinces may have contributed while working in Alberta and later moved to a less cold climate. It seems unlikely that it will be easy to just remove this money from the CPP without other provinces, who will need to increase payments to make up the new deficit, asking hard questions --like what do you do with somebody who worked their entire career in Alberta but now lives in British Columbia? 

Now it is true that Quebec has done this from inception. But from inception makes it a lot easier as there are rules as to what to do with persons who have paid into both the CPP and the QPP. Since they are applied on an ongoing basis, there is no need to go back and adjudicate complicated cases. 

So what is the point of all of this discussion? When somebody suggests a simple solution that solves a ton of issues it is worth looking very carefully at the moving parts. It is a possible solution but it is not a simple one. It requires building a government pension agency (with huge assets under management) from scratch (not a slow ramp-up) and a complex set of negotiations with other provinces as to how ti interact. There is a great explainer here. But note this section:
Proponents of Alberta’s withdrawal from CPP have suggested that Alberta could persuade the federal and other provincial governments to strike a better deal than what would result from the legal requirements outlined above for transferring assets and liabilities.  This would require an amendment to the CPP legislation and that would require the agreement of 2/3 of the provinces representing 2/3 of the population and the federal governmental.  It is unlikely that the provinces or the federal government would agree to make a better deal for a province leaving the CPP.
Just to be even more blunt, if leaving the CPP was a way to raise revenue with a much better deal, there will very quickly be a bunch of provincial pension plans and a couple of provinces in a new plan that is in crisis. You need a very large super-majority of provinces and the federal government to be very, very naΓ―ve for this plan to have a chance of working. So the Federal government can do it by themselves, so can Ontario, and so can the four maritime provinces (which, given their age structure, would be the biggest losers of this plan).

Also worth noting is the issue of mobility. I know that part of the Alberta sovereignty movement is about restricting movement, so maybe this is a feature, but there are a lot of complex rules that need to be considered. The benefit of getting back money for non-pension priorities suggests that this is about shifting money out of pension plans to improve the fiscal outlook. But, long term, that is either another tax increase or another benefit cut, barring some sort of increased efficiency.

Not so simple once you look at it, is it? 


Thursday, January 5, 2023

Global warming may bring catastrophic flooding to California, just not in the places the New York Times warned about

As previously mentioned, the terrain of California means that while most of the population may live in coastal cities, those cities tend to have much higher elevations than their Eastern counterparts, high enough to greatly limit the impact of rising sea levels.

There are, however, parts of the state  far from the coast.(largely forgotten by the national press but still home to millions of people) that have proven extremely vulnerable to the kind of storms that climate change makes more likely.

There's a lot of scary history here. [Emphasis added.]

 

The weather pattern that caused this flood was not from an El NiΓ±o-type event, and from the existing Army and private weather records, it has been determined that the polar jet stream was to the north, as the Pacific Northwest experienced a mild rainy pattern for the first half of December 1861. In 2012, hydrologists and meteorologists concluded that the precipitation was likely caused by a series of atmospheric rivers that hit the Western United States along the entire West Coast, from Oregon to Southern California.

An atmospheric river is a wind-borne, deep layer of water vapor with origins in the tropics, extending from the surface to high altitudes, often above 10,000 feet, and concentrated into a relatively narrow band, typically about 400 to 600 kilometres (250 to 370 mi) wide, usually running ahead of a frontal boundary, or merging into it.With the right dynamics in place to provide lift, an atmospheric river can produce astonishing amounts of precipitation, especially if it stalls over an area for any length of time.

The floods followed a 20-year-long drought. During November, prior to the flooding, Oregon had steady but heavier-than-normal rainfall, with heavier snow in the mountains. Researchers believe the jet stream had slipped south, accompanied by freezing conditions reported at Oregon stations by December 25. Heavy rainfall began falling in California as the longwave trough moved south over the state, remaining there until the end of January 1862, causing precipitation to fall everywhere in the state for nearly 40 days. Eventually, the trough moved even further south, causing snow to fall in the Central Valley and surrounding mountain ranges (15 feet of snow in the Sierra Nevada).

...

California was hit by a combination of incessant rain, snow, and then unseasonally high temperatures. In Northern California, it snowed heavily during the later part of November and the first few days of December, when the temperature rose unusually high, until it began to rain. There were four distinct rainy periods: The first occurred on December 9, 1861, the second on December 23–28, the third on January 9–12, and the fourth on January 15–17. Native Americans knew that the Sacramento Valley could become an inland sea when the rains came. Their storytellers described water filling the valley from the Coast Range to the Sierra

...

The entire Sacramento and San Joaquin valleys were inundated. An area about 300 miles (480 km) long, averaging 20 miles (32 km) in width, and covering 5,000 to 6,000 square miles (13,000 to 16,000 km2) was under water. The water flooding the Central Valley reached depths up to 30 feet (9.1 m), completely submerging telegraph poles that had just been installed between San Francisco and New York. Transportation, mail, and communications across the state were disrupted for a month. Water covered portions of the valley from December 1861, through the spring, and into the summer of 1862.

...

On Inauguration Day, January 10, 1862 the state's eighth governor, Leland Stanford, traveled by rowboat to his inauguration building held at the State Legislature office. Much of Sacramento remained under water for 3 months after the storms passed. As a result of the flooding, from January 23, 1862 the state capital was moved temporarily from Sacramento to San Francisco.


Atmospheric rivers have been coming up in conversation quite a bit this week.

The heavy wind and downpours left tens of thousands of homes in Northern California without power for much of Sunday, while record high waters on the Cosumnes River near Sacramento breached three levees and inundated the area.

Flash flooding along Highway 99 and other roads south of Sacramento submerged dozens of cars near Wilton, where the water poured over the levees. Search and rescue crews in boats and helicopters scrambled to pick up trapped motorists. At least one person was found dead in a submerged car near Dillard Road and Highway 99, according to local media reports.

“I don’t want to use the term apocalyptic, but it’s ugly,” Sacramento County spokesman Matt Robinson said by phone from a stretch of Highway 99 that he described as a vast lake. “We have a lot of stuck cars.”

Downed power lines and trees crashing into homes created further trouble, said Capt. Parker Wilbourn of the Sacramento Metropolitan Fire District.

“It was an extremely busy night,” he said.

Electricity remained cut off midday Sunday for more than 32,000 customers, down from more than 100,000 who lost power overnight around Sacramento. The county warned Sunday afternoon that the floodwaters were rising around Highway 5 near the southern edge of Sacramento’s suburbs.

By late afternoon, as waters rose in the Cosumnes and Mokelumne rivers, authorities issued a mandatory evacuation order for the community of Point Pleasant, south of Elk Grove.

“Please be out of the area and off the roads while there is still light to reasonably see any danger,” Sacramento officials wrote in a message on Twitter. “Take the ‘5 P’s’ with you: People, Pets, Prescriptions, Paperwork and Photos.”

An evacuation center was set up at Wackford Center on Bruceville Road in Elk Grove. “Flooding in the area is imminent,” officials warned. “Floodwaters become incredibly dangerous after sunset.”

Some sunny skies offered much of the state a respite Sunday from the downpours, but another atmospheric river was barreling across the western Pacific and was set to drench California in the days ahead.

 

Wednesday, January 4, 2023

Large movements are rarely monolithic

This is Joseph.

Nadia Asparouhova has a post trying to lay out the different tribes of the climate movement. In some cases, I think that she has broken them up too narrowly. And she misses the group that seems to be involved mostly to get political clout and be able to scold. If you are flying around the world  to complain about climate change then you are not looking at a world in which change begins with you. 

The most interesting tribes are the Doomerism and Neopastoralism tribes, because, unlike the others, they aren't arguing about the best policy to fight climate change. They are either giving up or suggesting a solution that is either fantastical or brutal.

Doomerism is easy. The idea that we are all set for disaster could be correct. But there is literally no benefit to thinking about things this way. If the outcome is inevitable then a focus on constructive solutions is a psychologically healthy coping mechanism. But if there is even a chance to evade disaster then a focus on problem solving is a good thing. After all, if the incentives are lined up (e.g., a big fossil fuel shock) then remarkable things can happen

But the one that I find the hardest to really understand is probably Neopastoralism. First of all, the record of attempts to move people back from cities to the countryside (notably still including farming) has been poor, to say the least. Without technology, the carrying capacity of the planet is very much lower. For example, in 1000 BC the population of the planet was 50 million. Contrast this with the nearly 8 billion people we have now. If we need to "return to nature" then we are all in deep, deep trouble. 

Instead, I think we should loot the best policy ideas of the other tribes and she what works out best. Geo-engineering seems unlikely to me, but the more I read about carbon capture, the more I wonder if I am underestimating the potential benefits. But at least this group has a plan and may well prove me wrong as to the merits of the plan and there is at least some possibility of avoiding a major impact on human life. 

I think it is a good thing to start the New Year with optimism. 

Tuesday, January 3, 2023

How to lie with statistics -- fun with denominators

If you want to tell a story about an outlier, particularly if it's very small, you can have a great deal of fun playing with relative and absolute metrics, usually by reporting one when the other would be more appropriate. Research and development is one of those areas where we want to see a big overall number and don't care much about the spend per unit. Apple spent a great deal of money and effort developing the iPhone then turned around and sold a ton of them. This is generally the story of any technological breakthrough marketed to the general public. Big initial investment that gets sliced very thin when you go into mass production.

With that in mind...

Tesla Leads the Way on R&D Spending

March 25, 2022
LONDON—Automakers spend millions of dollars on advertising, marketing and public relations. [We really should revisit the PR part of that claim, but that's a topic for another post. -- MP] But, not Tesla. Instead, the company pours money into research and development efforts.
In fact, Tesla spends more on R&D than any other automaker. According to data compiled by StockApps.com, the company spends $2,984 on R&D per car produced. That’s three times the industry average of roughly $1,000 per car and higher than the collective R&D budgets of Ford, GM and Stellantis per car.

By comparison, Ford Motor Co. spent an average of  $468 on advertising in 2020 vs. $1,186 on R&D. Toyota Motor Corp. spent $454 vs. $1,063 and General Motors spent $394 vs. $878.

 While we're on the subject...

Commenting on the report, StockApp’s Edith Reads had this to say.” Tesla spends more than any other carmaker on R&D in order to maintain its lead in EV technology. And if you ask them about it, they’ll tell you this is the key to keeping their customers happy—which is what keeps them in business.”
We could find other examples, but let's wrap it up with this graph from 2021.



You could easily conclude from this that, compared to its competitors, Tesla is spending big bucks to develop all the cool futuristic technology that Elon Musk keeps promising. The trouble with that interpretation is that Tesla sells far fewer cars than any of these other companies.

In absolute terms, which is what we're interested in, how does Tesla rank? Here were the top five Automotive R&D budgets in 2021:

Volkswagen (VLKAF), $16.5 billion

Daimler (DDAIF), $10.21 billion

Toyota (TM), $9.87 billion

Ford (F), $7.1 billion

General Motors (GM), $6.2 billion

In 2021, Tesla (which is claiming to be leading the industry in research on autonomy, batteries, lithium mining, solar cells, HVAC, AI, robotics and, yes, flying cars) spent $2.6 billion dollars. Less than half of what GM spent. Less that than one sixth what VW spent.

Less is the operative word here.


Monday, January 2, 2023

 A British take on trains

I've always grouped Britain in with the rest of Europe when it comes to mass transit, but it sounds like Brits draw a sharp distinction, and not one that makes them happy.

From David Mitchell.

Friday, December 30, 2022

Happy New Year's -- Little Nemo grows up

Season's greetings from Windsor McCay.




Thursday, December 29, 2022

A worked example of housing costs

This is Joseph.

I want to give an example of how poorly housing policy works in Canada right now. This report lists some affordability measures for Canadian cities. For example, Vancouver requires 459 months to save a down payment, mortgage payments are 127% of income, and the income to own a house is $348K. Winnipeg is 31 months to save the down payment, mortgage payments of 35% of income, and an income of $100K to own a house (representative house if $416K). Toronto (income of $274K) and Montreal (income of $143K) are clearly less affordable major cities. 

Now these numbers are a bit higher then what we see on other sites, probably because of the inclusion of condos. Now go back to 1982 and the average house (with condos much less in fashion) was $54K (which is $147K in 2022 dollars. 

Now, just to be clear, that is a 2.8-fold increase in real cost of housing. 

Winnipeg is a very cold city. The coldest major city in Canada. Median household income in Winnipeg is fairly average ($71K) versus Toronto ($78K) or Calgary ($100K). It has some good features and a very nice university but this is not a great foundation to drive house prices. 

In 2015 there were at least 1400 people experiencing homelessness at the start of a winter in a city where cold clearly kills. By 2022 things had really not improved

But it is also the case that rising house prices are taking away opportunity in the city. Here is also where the different levels of government are misaligned. There is a brisk immigration program in Canada. Canada now how the highest percentage of immigrants as a percentage of the population, ever, and the number of international students has increased sixfold since 2000. I think that the immigrants are a good thing. But they do need places to live and huge explosions in number of people in Canada (25.1 M to 38.5M is a 53% increase in population over the same 40 year period). 

So at least part of the problem is constrained supply:
The average number of housing units per 1,000 residents is 471 across G7 countries. In Canada it is 424 housing units per 1,000 residents. Putting that in perspective, Perrault notes that it would take an additional 1.8 million homes in Canada to achieve the G7 average. Canada has averaged a mere 188 thousand home completions in the last 10 years.

There are other possible issues (asset inflation) but the example of Winnipeg is showing a sea change in affordability over the past 40 years.  Making it worse, this asset appreciation is a big part of the wealth of middle class families in Canada and solving this problem would create a huge set of new problems like low savings and underwater mortgages. 

It is a messy problem all around. 

Wednesday, December 28, 2022

It's been an eventful week in Musk world (and it's only Wednesday morning)

And it's not like things weren't eventful before. Tesla stock hit an all time high a little over a year ago (>$400). Since then it's been a rough ride. Unless, of course, you just happened to sell at the peak.


Last week was particularly bad and there was reason to expect things to be worse when the markets opened after the long holiday weekend.



 You didn't have to be a business genius to see this was a dangerous time. Anyone this side of moron could see the importance of not saying anything stupid.



Medvedev's prediction of Western collapse and American civil war may have been partially tongue-in-cheek (it's so difficult to tell these days) and Musk's response might possibly have been in the same spirit, but if you're the CEO of a teetering company and you make an easily misinterpreted joke, it is best to:

1. follow up with an unambiguous "just kidding";

2. not wait four hours to do it.

Whatever the reason, yesterday was a really bad day.


This is a historic implosion of wealth. Even corrected for inflation, no one (not even the Match King) has ever lost this much this quickly. There is, however, some good news. In after hours trading, the stock was at 106.69, and there's nothing Elon Musk likes better than a '69' reference.