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Climate, Security and Supply Chain Roundup - Feb. 14th

Moving Parts
Climate, Security and Supply Chain Roundup - Feb. 14th
By Trey • Issue #19 • View online
It’s… been a few years weeks. There’s lots I could start out with, between events in Ottawa and cities around the globe with so-called “truckers” protests, various earnings calls from companies, and much more.
Overall though, there’s one thing I want to recommend you look at this week: The American Prospect’s Feb 2022 Special Issue on Supply Chain Issues. It’s full of good stuff (some that I agree with, some that I disagree with) that shows why the issues supply chains are facing today are because of decades long issues in infrastructure investments (brought on be falling government spending, yay Neoliberalism!) and the drive to maximize shareholder returns instead of looking at stakeholder value. It’s quite the issue, and it begins with an overall look at global supply chains that frankly is, second to none.
You can check it out here. Or you can see the list of articles in the issue.
Aside from that, I’m trying a new style for this newsletter. I hope you enjoy.

Here's What I've Been Watching
First, the “Trucker’s Protests”
a.k.a. the extremist rallies that have been taking the place over the last few weeks in Ottawa, a few other major cities, and in locations around the world. It’s obvious to almost everyone, but it case it needs repeating: there are few “truckers” involved in these rallies. It’s primarily Q-Anon conspiracy, right-wing, dis/misinformation, troll-farm driven people, using the vaccine mandate at the border(s) to get this all going. Definitely something to be concerned about, but I swear if I hear one person say, “This isn’t my Canada!” I’m going to lose it. Canada has an obnoxious history of being driven by white (and religious) superiority, domestically and abroad. We position ourselves as “peacekeepers” and yet support frivolous wars and dictators around the world. This is exactly your Canada, you’ve just been blinded by a nationalist fever for being a “good, nice person who drinks Tim Hortons and loves hockey!”
Why this is important:
  • Not only are these rallies increasingly becoming security issues, but there’s remnants of climate-denialism among the extremists (let alone how the many of them are the same people that organized/participated in the ‘Yellow Vest’ movement), AND the rallies are actually causing supply chain delays (the very thing they were partly protesting over). The Ambassador Bridge (Canada-U.S.‘s biggest road link) has finally re-opened, but my goodness.
Final Thoughts:
The coverage above says it all, but I find this (indirectly) related Guardian piece on the differences in countries in Europe dropping public health measures (at different paces, and why) so interesting - specifically, I think this passage by an disease expert talking about the differences in the UK and Germany’s approach has application to much of the feelings around the world right now:
“But then you need to bear in mind there are broader philosophical differences in our health system, with avoidance of death still playing a fundamental part in the German system, while Britain’s system places more emphasis on maintaining the ability to work.”
Second, Ukraine… just Ukraine.
There’s been a lot of speculation as to whether or not Russia is/was planning on invading Ukraine, and I’ve been asked about it a bit by some friends over the past few weeks. The short answer is: I don’t know! And if anyone tells you that they do know, they’re probably lying! Who knows what’s going to happen! The one thing I do know for sure is if (if) some sort of invasion occurs, I’m going to feel extremely bad for any civilians caught in the crossfire. Like, it’s a country! People live there! It’s not some abstract piece of land for two world leaders to bicker over (Biden & Putin).
Final Thoughts:
Ultimately, if Russia invades, Russia chose to invade. The west (Canada/US/Europe/NATO) is not off the hook here, with the recent history all playing into this situation. Ukraine is a vitally important country for global supply chains, with the country supplying a lot of key inputs (like neon and palladium) for semi-conductors. Yay, more (possible) delays! Like I keep telling people, there’s no ‘normal’ to go back to - sorry!
Other… Stuff
Here’s just a collection of things I’ve looked at in the past little while that I found interesting, related to security/supply chains/climate change.
Enjoy your week!
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