This text was written in october 2020 (Collapse OS itself was created in early 2019). I'm not intending to change it, but updates follow the original text.
I believe that the collapse of our global civilization is both inevitable and imminent. Climate changes make it inevitable. Peak oil and cultural bankruptcy make it imminent.
Collapsniks are often portrayed as alarmists by people who point out that our civilization can easily absorb short term effects of climate changes and that the real tricky effects of it will only show themselves in 50 years.
Scientifically, I tend to think that this argument can stand, although our good old phronesis and the slew of "faster than expected" types of event lately erodes its rhetorical power. However, I'm not interested in arguing on that level. Let's give it to them: civilization's collapse due to climate changes isn't imminent, and is only likely to happen in 50 years or more in the "business as usual" scenario.
What I'm more interested in is that regardless of its timeline, we're going to get there, we're going to reach the threshold where civilization collapses. So, you can make the point that civilization still stands at 3C. When does it fall? 4C? 6C? 8C? We're going to reach it because we've already failed. 1.5C was the limit, we busted it. The goalpost has moved to 2C, but we're going to bust it too. The feedback loops have begun and are out of our control now.
So what if "business as usual" only takes us to 4C in 2100. What do you think happens next? Nothing? Good job Johnny, we've made it? No, the feedback loops continue to make our lives increasingly miserable, continue to divert our energy from de-carbonisation and into dikes, masks, water desalinators, mechanical replacements to bees, replacing infrastructure degrading prematurely, power generators to cope with increasing grid failures.
"Defeatist!", you might spit at me. Sure, let's give our 120% and do our part. If we dismiss, for an instant, the sad truth that what "doing our part" is often isn't what we think it is (for example, the fact that lithium mines are an environmental disaster) and assume that we all swim in the the same direction, let's say we can get to 3C in 2100. Good job Johnny? Nope, still inevitable. Unlike what techno-optimists believe, it's not because you have the power to build a gun that you have the power to undo the effect of its bullets.
Our civilization is dying and our bankrupt culture prevents us from accepting this predicament, which moves us to my next point: collapse is in fact imminent.
It's official, we've passed peak oil in 2019. Big oil now officially admits it itself: even in their more optimist predictions, they are not expecting production to reach 2019's level again.
A lot of fun has been had, pointing at "peak oilers"' failed prediction: they couldn't foresee fracking. The same kind of fun has been made at malthusians because they couldn't foresee Haber-Bosch. Alright, fair enough, I hope you had a good time laughing.
However, when you look at it, the logic is still solid: There is a limited amount of oil reachable with a positive EROI and there is a limit to growth on a finite planet.
"Wait, wait, wait", you're telling me, "Big Oil is simply recognizing that renewables are the future". That's a fair point and it might very well be true, but please, allow me to try something else:
Big oil expects 2019 to be peak oil year because they know that all easy fracking spots are spent. The easy fracking is gone and can only survive through heavy subsidies.
The economic slowdown caused by the 2020 pandemic hurts these drillers big time. Because the pandemic is expected to affect oil demand for a long while, they're expected to go belly up. When energy demand grows again, their infrastructure will have rotten, further decreasing the EROI of low-tier fracking sites, so we won't ever open them up again.
This leaves us only with good old Easy Oil. Unless renewables have picked up in a major way before energy demand grows again, this can only mean a drastic increase in energy price. The price of energy will then be way above what the economy can support and this will precipitate another economic crisis.
But renewables will not pick up. There's too much mining to be done to even come close to fossil fuel's contribution to global energy demand and this involves too much oil, which will skyrocket in price. We're in the Energy Trap! A smart entity could have used the pandemic's oil crash to massively invest in renewables, but it doesn't seem like it happened. We're just really not that smart.
Then, what will happen is a bit like when an engine chokes: too much, not enough, too much, not enough, poof! Imagine this with energy price.
The underlying cause of this is that for 200 years, we've been on an energy binge. We're at the end of it, we're looking for our next fix, but there isn't going to be one. We just need to drastically reduce our energy consumption.
However, we're not going to because we're culturally bankrupt. We are utterly unable to see limits to growth. Individualism is so far ingrained into our culture that even when we face the greatest of challenges, maximisation of well-being and game theory will prevail.
We're facing the forced and drastic simplification of our social structures. We might take comfort in the fact that we aren't the first and, if we can avoid extinction of the human race, we won't be the last.
Joseph Tainter says that he has no knowledge of a civilization that voluntarily simplifies itself. With our hyper-individualistic culture, how can we possibly hope to achieve what greater civilizations couldn't?
Unlike the climate changes challenge, the energy challenge is imminent: peak oil is now. However, it is important to note that the effects of climate changes and peak oil are cumulative: raging forest fires, "once in a century" yearly floods, bomb cyclones, these are all energy consuming and further exacerbate the energy trap.
On top of that, there's what I would call the "future devaluation" of climate changes that kicks in. Today, right now, a 20 years old saving for her retirement makes absolutely no sense. That person has 0% chances of ever seeing that money again. In more and more places, a 30 years mortgage doesn't make much sense because that house is likely to be in a disaster zone before the mortgage is paid.
As the future is further devaluated by further climate catastrophes, as the inevitability of collapse becomes clearer to more people, those long term promises will mean less and less to more and more people. And promises are the basis of our financial system. That will precipitate the collapse of that system which would otherwise have "run on fumes" (faith) a bit longer.
Let's make something clear before I'm called a nutjob over this: I'm not 100% certain that collapse is inevitable and imminent. My prognosis doesn't come from a scientific method. Therefore, it's a belief, not knowledge.
In its current state, science cannot prove that we are likely to collapse, but it cannot prove that we are unlikely to collapse either.
This leaves us in this bleak fuzziness with regards to our collective future. It has become fuzzy enough that we can no longer consider it reasonable to assume a future that is consistent with the actions of our daily life. Because science has no answer, we have to make do with what we have and try to guess what that future will look like.
What made me turn to the "yup, we're fucked" camp was "Comment tout peut s'effondrer" by Pablo Servigne, Éditions du Seuil, 2015. It's not perfect, but is a very good introductory book, well written, pleasing to read (except for the existential sinking feeling). For french-impaired fellows, the book has recently been translated to English. For the impatient, Servigne and others wrote an interesting article on the subject.
Also, please note that I don't consider it unreasonable to not believe that collapse is likely to happen by 2030, so please, don't feel attacked by my beliefs.
I was going to write something here, but decided against it. Whatever you do, you and your family will need luck, so you might as well train it: take chances.
[...] too much, not enough, too much, not enough, poof! Imagine this with energy price.
Well, it looks like we're reaching our first "too much" part this winter.
Although the "peak oil" idea has reached traction in mainstream media, it has been rationalized as "peak demand". Well, this winter is a good opportunity to verify if this "peak demand" idea is worth anything. Will production meet demand? How much is monopoly money worth today?
If my predictions are worth anything, this would mean that we're going to have another severe recession soon because our economy can't support high energy price. Maybe we'll call this one "weren't we supposed to bounce back?" recession.
If my predictions are bad, we'll see energy producers meet the demand and exceed 2019 energy production. We'll see...
Things are accelerating and my initial position seems less and less crazy by the day.
This analysis is mostly correct, but as anything mainstream, it avoids looking too far into the rabbit hole. However, all importants elements are there.
Governments are scrambling to get subsidies in place to avoid a tremendous political backlash.
[...] the French government last month announced a “price shield” that will block further increases to the price of gas and electricity.
There's few better ways to measure declining EROI than to measure the amount of subsidies governments have to hand out to the energy sector.
As global leaders prepare to gather in Glasgow, Scotland, at the end of the month for a climate conference, advocates for renewable energy say the crisis shows the need to move further away from coal, gas and oil as prices for those commodities spike. Their critics contend just the opposite — that wind and solar have been tested and came up lacking.
Someone should send them a reference to the Energy Trap article.
“The wrong response to this would be to slow down the transition to renewable energy,” Timmermans said at a meeting of environmental ministers. “The right response is to keep the momentum and perhaps even look for ways to increase the momentum.”
Frans is right, but the EU is Trapped. Politically, this option, which is the right option, will fail to prevail, further exacerbating the trap. Would it be better to acknowledge the trap publicly? I don't know, maybe it wouldn't help either. Maybe, you know, they're already fucked.
“The Kremlin is doing this on purpose,” Yuriy Vitrenko, head of Ukraine’s energy company Naftogaz, wrote on Facebook in regard to bypassing Ukraine. “It’s not even saber rattling — it’s the obvious use of gas as a weapon.”
Oh, please, it's you guys letting yourselves being pathetically dependent on foreign dead dinosaures.
This article also highlights an interesting point which I haven't mentioned in my original text: our political class not responding rationally to extraordinary pressure.
Example: here, in Quebec, Canada, our political class has a hard-on for the COVID vaccine mandate. They're so excited about it that they force all nurses in Quebec to be vaccinated, or else, to leave on October 15th. That's 7% of the nurses that are going to leave in a few days.
This is completely irrational. It's self-evident that an unvaccinated nurse causes vastly fewer deaths by not being vaccinated than by not working! We're headed head-first into a self-inflicted wound that will further exacerbate our decline. All of this because our policital class is weak-minded.
Not all nations have a weak-minded political class, which means decline will be very uneven.
Follow-up: It was bluff, they didn't do it. It did succeed at coercing 4% of the nurses to get vaccinated, at the cost of eroded authority. Is it worth it? Time will tell.
I was beginning to write a November 2021 update but it felt wrong: I have entered a vicious pattern of updates that are too fine-grained and noisy because I'm updating my previous updates. My first update was written because reality had substantially changed with regards to my choking engine analogy, but my second update was spurious. Because my claims are bold, I feel bound to transparency and don't want to remove contents, so I'll keep it here, but I'll try to be more disciplined and only add contents when it's relevant to my main claim.
With Russia having invaded Ukraine and the West having unanimously aligned against it (with the notable, very notable absence of China in this chorus), we can see that the West is in for a world of hurt, energy-wise, if it doesn't play the game by Russia's rules.
Strangely, oil prices haven't gone stratospheric. Maybe my comprehension of the situation is lacking, but it seems to me that we're only one clever sabotage away, in the Middle East, from very serious energy shortages in the West.
Followups prelude: I'm sorry, updates will get fine-grained again. As of March 2 (it began yesterday, but the panic really seems to take hold today), energy prices seem to want to stratospheric. I guess I'll update frequently because these spikes are very good indicators of our "global engine" choking.
March 2: Oil to 110$ and... coal to 400$ (per ton)! 30% daily increase, 80% monthly, 350% year-over-year. That's something fierce. May I remind you that before October's spike, the higest price coal has ever been is 130$?
March 4: Oil still hovering around 110$, coal is holding at 400$ (so it's not a freaky outlier), Gas in Europe and UK sells at 1000% of the price it sold at last year.
Also, european stock market took a sharp dive today (3-6% across the board), analysts mentioning that markets integrated the notion of an upcoming recession into their pricing. Choking engine?
March 15: After some more peaking, prices have been steadily decreasing. Oil is hovering around 100$, coal at 360$, european gas, merely 500% of their price from last year. Stocks are... up.
I'm not sure what to make of it. Are markets expecting a return to normal after this brief interruption? Regardless of Russia's performance, it seems to me that this event signals a new economic order, the end of USD as a global reserve/petro-dollar, etc.. Well, maybe I don't know.
Energy prices have been stable in the last 30 days. Very high, but no skyrocketing yet. I still don't know what that means. That's a weird limbo. Energy prices are "leaking" to other commodities though. Such as food.
Media treatment is interesting. Of course, all sides are heavily affected by propaganda. On the "west" side ("my" side), we do a lot of virtue signaling, shirt tearing (can we say that in english? in french, we say "déchirer sa chemise", meaning that you're so outraged by a situation that you publicly tear your shirt over it, signaling your virtue) over civilian causalities, conveniently forgetting all instances, some of them which are recent, some of them happening now, where we didn't do shirt tearing parties when it would have been more than appropriate.
But now, it's fashionable to be outraged about those poor civilians. You were overreacting when Rwanda was happening, but now you're heartless for not tearing your shirt and not shouting "war!" to the top of your lungs. They're caucasian, those poor children, haven't you seen? Did you see that study that says that an all out nuclear war wouldn't actually mean the end of the human race? Pretty uplifting eh? Look! she was pregnant!
One word keeps coming back. Genocide. It keeps being thrown out like nobody ever opened a dictionary , never even stopped at what this word means, shrinking past horrors, erasing memories so that today's two minutes of hate can be more effective. Eerie.
Update April 12: Oh, even Biden dropped the G word now. How quaint!
Oil is still hovering around 100$/110$, inflation still hits the West pretty hard. Those sanctions were supposed to bring down Russia's economy SWIFTly (pun attempted), but I think people are beginning to realize that, you know, maybe Russia will last longer than us at that game!
Concerning global politics around oil, I don't think I can do better than John Michael Greer in "Running On Empty". Well written, interesting theory about OPEC's role in all this.
There's also interesting developments with regards to this quote:
Today, right now, a 20 years old saving for her retirement makes absolutely no sense. That person has 0% chances of ever seeing that money again.
Smart younglings have been avoiding savings for a while now, but what's interesting is that mass media is catching up to this phenomenon. Is the boomer ponzi scheme finally going to fall apart? My pop corn is ready.
 I speak as someone who's part of the american culture. There are, of course, other cultures around the world and some of them will certainly fare better. However, american culture has been globalized. The collapse of the global supply chain following the collapse of the american empire will certainly deeply affect all civilizations of the world. I'd be ready to admit that some of those civilizations might be able to keep their civilizational quality through this global challenge, but I don't know enough about them to be sure. I wish them luck.
 except for Eastern romans, which according to Tainter had a somewhat orderly downsizing, but it was still because they had their back against the wall. It wasn't out of free will.
 It seems that some people misunderstand this comment. Go open a dictionary. Do it now, I'm waiting. Alright, can you see now that mass killings aren't necessarily genocides? To be sure: both are bad. Look, I'm wagging my finger, but please, use the proper words. Mass killings, even systematic ones, happen all the time during war. Did Napoleon commit genocides? Probably not, but he did organize systematic mass killings. Was he Hitler? no. Is Putin's intention to kill all Ukrainians? I very highly doubt so. Does he bat an eye at the idea of his generals killing a few hundreds of them for sports, out of hatred or boredom? Certainly not. Is this a war crime? yes. Is this a genocide? no.
 Tell me, Mr. Anderson, what good is a dictionary call if nobody ever reads it?