Sunday, September 01, 2024

 GREENWASHING 

Kyle Bass Says Blackballing Oil Was Always a Lost Cause for ESG



Natasha White
Sun, Sep 1, 2024

(Bloomberg) -- One of the most contentious investing strategies on Wall Street might be a lot less beleaguered right now if its defenders had shown a bit more moderation from the get-go, according to Kyle Bass.

The hedge fund veteran and founder of Hayman Capital Management says the backlash that’s been building against environmental, social and governance investing in recent years is largely due to climate activists’ demands that fossil fuels be abandoned here and now. As a proposition, that was never tenable or even responsible, he says.

“There were all of these idiots that were just saying, if anyone is doing hydrocarbons, we’re going to blackball them from doing business or from receiving capital,” Bass said in an interview. “And so Texas lashed back and said, if you’re going to blackball someone that’s producing hydrocarbons, we’re not going to do business with you either.”

It’s a line of argument that gets to the heart of an increasingly entrenched standoff between much of Wall Street and the climate movement. A recent case in point is the months-long campaign outside the Manhattan headquarters of Citigroup Inc., which has seen tense encounters between bankers and protesters.

Protest organizers have galvanized enthusiasm using slogans like “Hot People Hate Wall Street” and “Eat the Rich.” So far, dialogue has been limited and neither side has made any concessions of note.

Bass, who has spoken up in favor of agendas on various sides of the US political debate spanning tariffs on China to abortion rights, is the latest in a list of increasingly vocal financial professionals to characterize such climate activism as naive. Others to have made similar points include KKR & Co. co-founder Henry Kravis, as well as the chief executives of JPMorgan Chase & Co. and Goldman Sachs Group Inc., Jamie Dimon and David Solomon.

“Energy transitions take 40 or 50 years,” Bass said. There are people who “think we can just turn hydrocarbons off and turn on alternative power. But they have no idea how the grid works and no idea how business works.”

The focus now should be on energy efficiency and electrification, with a full transition to nuclear in the long run, he said. Until then, it’s more realistic to accept that fossil fuels and renewable energy sources are “going to coexist for decades and decades to come,” Bass said.


Many Wall Street firms who initially signed up to net zero alliances have since found themselves on the receiving end of bans in Republican states that target firms seen as hostile toward fossil fuels. Those same firms are now becoming more vocal in their support of oil and gas clients.

“Skirting hydrocarbons is like bringing politics into investing,” Bass said. “If you’re willing to give up returns for that, then so be it. But I think that’s naive and it’s a breach of fiduciary duty.”

Texas, where Bass is based, passed two laws in 2021 that restrict government contracts with companies that take what state officials regard as punitive stances toward the fossil-fuel and firearms industries. The legislation, which is now being challenged in the courts, has prompted state officials to place restrictions on financial firms including Citigroup, Barclays Plc and BlackRock Inc.

The Sunrise Project, a nonprofit focused on the financial sector’s contribution to global warming, says such legislation represents a “bad-faith” attempt to “punish financial-service providers for managing investment risk.” The group points to evidence that laws like those in Texas ultimately end up costing taxpayers money.

At the same time, climate scientists warn that the planet is reaching dangerous tipping points as rising emissions trigger increasingly deadly floods, wildfires and droughts. Continued bankrolling of the fossil fuels that directly add to those emissions is contributing to a climate catastrophe and must be urgently reined back, they say.

Meanwhile in Europe, which is home to the world’s biggest ESG investing rulebook, regulators are adjusting their stance. There’s now an extensive review underway of existing regulations with a view to allowing a less absolutist stance on fossil fuels. In essence, investors who can show they’re helping a company with a big carbon footprint transition toward a greener future will likely be able to call that an ESG strategy.

ESG investors have already started adjusting their strategies to reflect expectations that regulations will be more accommodating toward the fossil-fuel sector. A recent study by analysts at Goldman Sachs found that ESG funds are now more exposed to the oil and gas industry than they were just a year ago.

Changes in the ESG regulatory backdrop in Europe “could drive flows towards companies traditionally excluded,” according to a team of Goldman analysts that included Evan Tylenda and Grace Chen.


Meanwhile, Bass is himself adapting to a greener future by specifically targeting investment projects that protect the natural environment. Since 2021, he’s been buying up land through his private equity firm, Conservation Equity Management, with a view to shielding forests from over-exploitation and monetizing environmentally fragile habitats.

Bass, who shot to fame after successfully betting against US subprime home loans during the financial crisis of 2008, says there are clear opportunities to make money from nature conservation. In fact, he says he’s seeing enough external investor demand to allow him to expand his strategy.

“We’re focusing on mitigating or offsetting physical impacts on the environment,” Bass said. “And we’re going to make a pretty penny in doing so.”

Part of Bass’s venture involves generating so-called mitigation banking credits, which are tradable units that can be bought by companies required by law to compensate for their environmental impact.

Whether it’s renewable energy developers or oil producers, companies still need to offset the damage they do to nature, Bass said.

Ultimately, Texan support for fossil-fuel producers has “only made it better” for investment strategies like his that are linked to selling offsets, Bass said.

--With assistance from Lisa Pham.

POST-FORDISM

Saudi Arabia seeks Chinese tech as it reinvents itself as car and automation hub

South China Morning Post
Sun, Sep 1, 2024

Saudi Arabia is seeking cooperation with Chinese companies in the car sector and automation as a top industrial official kicks off a tour of East Asia this week.

Saudi industry and mineral resources minister Bandar Alkhorayef is leading a delegation to visit Guangzhou, Hong Kong and Singapore from Sunday until September 8, according to a statement from his office. The trip is aimed at improving relations and exploring joint venture opportunities.

China and Saudi Arabia have strengthened ties in recent years while their relations with the United States have soured. Riyadh is looking to diversify its economy and become an industrial hub in the Middle East, while the region is gaining appeal for Chinese companies that want to explore overseas markets in the face of growing containment by the US.

Do you have questions about the biggest topics and trends from around the world? Get the answers with SCMP Knowledge, our new platform of curated content with explainers, FAQs, analyses and infographics brought to you by our award-winning team.

"The visit of the delegation to China aligns with [the country's] objective to become a key automotive hub in the region and a leader in innovative [and] eco-friendly vehicle solutions," Alkhorayef's office said.

Key meetings in Guangzhou, capital of the southern Chinese province of Guangdong, will include discussions with GAC Group, a major electric vehicle (EV) maker, as well as lithium battery producer General Lithium and communication tech giant Huawei, the statement said.

Saudi Arabian industry and mineral resources minister Bandar Alkhorayef's visit to Guangzhou, Hong Kong and Singapore is aimed at improving relations and exploring joint venture opportunities. Photo: Handout alt=Saudi Arabian industry and mineral resources minister Bandar Alkhorayef's visit to Guangzhou, Hong Kong and Singapore is aimed at improving relations and exploring joint venture opportunities. Photo: Handout


Chinese EV makers are facing punitive tariffs from the European Union and the US, which have accused China of flooding their markets with subsidised EVs that pose a national security risk with their "connected" car technology.

According to Alkhorayef's office, the automotive sector is a key focus of Saudi Arabia's national industrial strategy, which emphasises developing the car industry and incorporating innovative technologies.

It added that the talks with Huawei will discuss opportunities for collaboration in "innovative smart solutions" and leveraging technologies for the "Fourth Industrial Revolution", referring to a 21st century wave of hi-tech progress aided by advancements in artificial intelligence, robotics and the Internet of Things.

"Saudi Arabia aims to attract high-quality investments in 12 promising industrial sectors, including automotive, pharmaceuticals, and food, supported by a stimulating investment environment," the statement said.

"The visit is expected to result in partnerships that [focus] on mutual growth through high-quality investments, sustainable development, and economic diversification, particularly in strategic industrial sectors."

According to figures from Saudi Arabia's Ministry of Industry and Mineral Resources, China is the Middle Eastern kingdom's biggest trading partner, with trade exceeding US$100 billion in 2023.

The data also shows that Chinese investment in Saudi Arabia last year included US$5.6 billion in original equipment manufacturing for the automotive industry and US$5.26 billion in the minerals sector, with semiconductor investment amounting to US$4.26 billion.

According to official Chinese data, the total value of goods exported to Saudi Arabia from January to July was US$27.55 billion, an increase of nearly 12 per cent compared to the same period last year. Meanwhile, the total value of goods imported from Saudi Arabia decreased by 7.3 per cent compared to the same period last year to US$34.97 billion.

In Hong Kong, the delegation will meet the city's chief executive as well as officials in charge of technology and industry development.

In Singapore, the Saudi delegation will meet the deputy prime minister and senior trade and science officials.

China's electric vehicle makers scramble for EU tariff deal, with price floor on the table

South China Morning Post
Sun, Sep 1, 2024

China's car industry was scrambling to cut a last-minute deal with the European Commission last week, with representatives offering to set a minimum price on imported electric vehicles (EVs).

Companies would in return be granted some amnesty from hefty import tariffs due to be slapped on Chinese-made EVs by the commission by October. The EU has complained that cheap, exported Chinese vehicles threaten the future of Europe's car industry.


The companies would also be willing to put a limit on the volume of EV exports to the European Union should Brussels cut the punitive tariff, according to people familiar with the meetings. Above that volume, imports would face the duties the commission proposed earlier this month of up to 36.3 per cent.

Do you have questions about the biggest topics and trends from around the world? Get the answers with SCMP Knowledge, our new platform of curated content with explainers, FAQs, analyses and infographics brought to you by our award-winning team.

Online hearings took place on Wednesday, with car companies including BYD, Geely and SAIC, and Friday with the China Chamber of Commerce for Import and Export of Machinery and Electronic Products (CCCME). The details of the proposals were first reported by Politico.

Such a deal would closely mirror one reached 11 years ago during a trade war over cheap Chinese solar panel imports. Under that agreement, Chinese producers agreed to set a minimum price at which their panels would be sold.

Panels sold at a higher rate or above a certain sales volume were subject to punitive import duties designed to bring the products in line with local market rates.


The commission is considering the proposals, but insiders thought it improbable that they would fly at this stage, given the fact that they were pitched as a "gentleman's agreement" that would not be watertight.

Nor does the commission have fond memories of the solar panel resolution, which ultimately fell apart when powerful member states including France and Germany withdrew their support for EU measures.

China had slapped trade tariffs on French wine and threatened the German car industry in response, and a decade later the EU solar industry has been decimated by Chinese competition.

Nonetheless, it has given Brussels pause for thought. Even last week, it was thought that a negotiated settlement would be nigh on impossible to reach, given that car companies and the Chinese government denied that there were any undisclosed subsidies in their supply chains.

Beijing has already lodged a complaint at the World Trade Organization (WTO) and launched retaliatory probes into EU brandy, pork and dairy products.


Last week, China closed its brandy investigation and is expected to impose anti-dumping duties of up to 39 per cent on French cognac brands at a later date, after declining to introduce provisional measures.

"Our sector seems to be a collateral victim of a broader trade conflict, which will limit the access of Chinese consumers to products they greatly value and appreciate, if not resolved as a matter of priority," said Adam Ulrich, director general at Spirits Europe, a lobby group.

Brussels has always been open to making a deal on EVs, but it must have the same equalising effect as the tariffs, which are designed to protect European-based companies from the market-distorting impact of subsidised Chinese competitors.

While an official consultation period expired on Friday, the offer will be analysed this week as officials continue trickling back from their extended summer holidays.

Since the deal would involve pledges from individual car companies rather than the Chinese government, it is unlikely that it would flout WTO rules that outlaw preferential treatment based on corporate nationality.

Chinese companies' willingness to make such an offer comes as its industry faces being blocked out of other major markets. Last week, Canada joined the United States in slapping a 100 per cent import duty on Chinese-made EVs.

The EU tariffs, even after punitive duties are applied, would be comparably low. BYD EVs, for example, would take a total 27 per cent total tariff hit at EU ports, while Geely would face a 31.3 per cent rate.

Even the EU's top rate of 46.3 per cent for companies such as SAIC - including the 10 per cent base rate - is less than half the North American import tax.

The deadline for introducing long-term duties is October 30. In a vote anticipated in the coming weeks, 15 of the 27 EU member states constituting 65 per cent of the bloc's population must vote against the tariffs to stop them from being imposed.


Xpeng founder and CEO He Xiaopeng says his electric vehicle company is looking for a manufacturing site in Europe. Photo: Bloomberg alt=Xpeng founder and CEO He Xiaopeng says his electric vehicle company is looking for a manufacturing site in Europe. Photo: Bloomberg>

Chinese companies are already planning for life under tariffs. This week, executives from BYD and Xpeng said that they were going to increase their European manufacturing footprints as they look to avoid paying punitive duties.

Xpeng's CEO He Xiaopeng told Bloomberg that the company was scouting Europe for sites for factories and data centres. BYD boss Stella Li told the same publication that the company wanted 50 per cent of its revenues to come from overseas markets, and that it would set up its own data centres in individual European countries to avoid sending data back to China.

The scramble for data centres comes amid mounting security concerns about the levels of data collected by electric and connected vehicles.

Earlier this week, Uber was fined €290 million (US$322 million) by Dutch authorities for transferring European driver data to the US. The ride-sharing app recently partnered with BYD in a deal that will see the Chinese carmaker provide 100,000 EVs for its fleet in Europe and Latin America.

Regardless of whether a tariff amnesty is reached, industry analysts expect Chinese EVs to remain competitive in Europe

"The Europeans are in denial. They don't want to acknowledge that European carmakers have been out-engineered and outclassed," said Tu Le, managing director of Sino Auto Insights, a consulting firm.

He added that EU countries would struggle to hit their zero-emissions goals without Chinese EVs and that governments were facing difficult choices.

"Chinese carmakers are fighting the long game. They see Western governments as changing hands, changing philosophies, changing policies every four to six years, and so these are kind of just the ebbs and flows that they kind of deal with on a regular basis," Tu said.

"There's this tension between, are we going to hit our zero-emissions goals, and if so, how do we do that without Chinese electric vehicles?"

This article originally appeared in the South China Morning Post (SCMP), the most authoritative voice reporting on China and Asia for more than a century. For more SCMP stories, please explore the SCMP app or visit the SCMP's Facebook and Twitter pages. Copyright © 2024 South China Morning Post Publishers Ltd. All rights reserved.

Copyright (c) 2024. South China Morning Post Publishers Ltd. All rights reserved.
Fed's preferred inflation gauge shows prices increased in line with Wall Street's expectations in July


Josh Schafer · Reporter
Updated Fri, Aug 30, 2024

The latest reading of the Fed's preferred inflation gauge showed prices increased at a pace in line with Wall Street's expectations in July.

The core Personal Consumption Expenditures (PCE) index, which strips out the cost of food and energy and is closely watched by the Federal Reserve, rose 0.2 % from the prior month during July, in line with Wall Street's expectations for 0.2% and the 0.2% reading seen in June.

Over the prior year, prices rose 2.6% in July, matching June's annual increase and below analyst expectations for a 2.7% increase.

The report is the first look at inflation since Fed Chair Jerome Powell all but confirmed the Fed will cut rates next month during a speech in Jackson Hole, Wyo., saying the "time has come for policy to adjust." Powell added that his confidence had "grown" that inflation is heading back to the Fed's 2% goal.

Friday's report will do little to change Powell's assessment of the situation.

"A Fed rate cut in September is assured after Chair Powell’s Jackson Hole speech," Nationwide senior economist Ben Ayers wrote in a note to clients Friday morning. "But the further cooling of inflation could give the Fed leeway to be more aggressive with rate declines at coming meetings, especially if the labor market shows a steep deterioration."

Read more: Fed predictions for 2024: What experts say about the possibility of a rate cut

Economists have reasoned that while inflation's decline remains paramount for the Fed when considering cutting interest rates, concerns about the labor market deteriorating have also come into focus. This, Oxford Economics chief US economist Ryan Sweet told Yahoo Finance, puts a "smaller weight" on monthly inflation releases.

"It's not going to be a smooth, easy ride," Sweet said on Aug. 23. "There's going to be bumps along the road with the inflation numbers."

Still, Sweet noted the Fed's preferred inflation gauge remains within "spitting distance" of the Fed's target.

Investors are expecting a rate cut in September, but the debate remains on how much the Fed will cut. As of Friday morning, markets are pricing in a roughly 33% chance the Central Bank cuts interest rates by 50 basis points by the end of its September meeting, per the CME FedWatch Tool.
Federal Reserve Chair Jerome Powell delivers remarks during a press conference in Washington, U.S., June 12, 2024. REUTERS/Evelyn Hockstein/File Photo · (Reuters / Reuters)

Josh Schafer is a reporter for Yahoo Finance. Follow him on X @_joshschafer.

AMERIKA

Strikes start at top hotel chains as housekeepers seek higher wages and daily room cleaning work

LEARNING FROM UAW

ALEXANDRA OLSON
Updated Sun, Sep 1, 2024

With up to 17 rooms to clean each shift, Fatima Amahmoud's job at the Moxy hotel in downtown Boston sometimes feels impossible.

There was the time she found three days worth of blond dog fur clinging to the curtains, the bedspread and the carpet. She knew she wouldn't finish in the 30 minutes she is supposed to spend on each room. The dog owner had declined daily room cleaning, an option that many hotels have encouraged as environmentally friendly but is a way for them to cut labor costs and cope with worker shortages since the COVID-19 pandemic.

Unionized housekeepers, however, have waged a fierce fight to restore automatic daily room cleaning at major hotel chains, saying they have been saddled with unmanageable workloads, or in many cases, fewer hours and a decline in income.

The dispute has become emblematic of the frustration over working conditions among hotel workers, who were put out of their jobs for months during pandemic shutdowns and returned to an industry grappling with chronic staffing shortages and evolving travel trends.

Some 10,000 hotel workers represented by the UNITE HERE union walked off the job Sunday at 25 hotels in eight cities, including Honolulu, Boston, San Francisco, San Jose, San Diego and Seattle. Hotel workers in other cities could strike in the coming days, as contract talks stall over demands for higher wages and a reversal of service and staffing cuts. At total of 15,000 workers have voted to authorize strikes.

“We said many times to the manager that it is too much for us,” said Amahmoud, whose hotel was among those where workers have authorized a strike but have not yet walked out.

Michael D’Angelo, Hyatt’s head of labor relations for the Americas, said the company's hotels have contingency plans to minimize the impact of the strikes. “We are disappointed that UNITE HERE has chosen to strike while Hyatt remains willing to negotiate,” he said.

In a statement before the strikes began, Hilton said it was “committed to negotiating in good faith to reach fair and reasonable agreements.” Marriott and Omni did not return requests for comments.

The labor unrest serves as a reminder of the pandemic's lingering toll on low-wage women, especially Black and Hispanic women who are overrepresented in front-facing service jobs. Although women have largely returned to the workforce since bearing the brunt of pandemic-era furloughs — or dropping out to take on caregiving responsibilities — that recovery has masked a gap in employment rates between women with college degrees and those without.

The U.S. hotel industry employs about 1.9 million people, some 196,000 fewer workers than in February 2019, according to Bureau of Labor Statistics. Nearly 90% of building housekeepers are women, according to federal statistics.

It's a workforce that relies overwhelmingly on women of color, many of them immigrants, and which skews older, according to UNITE HERE.

Union President Gwen Mills characterizes the contract negotiations as part of long-standing battle to secure family-sustaining compensation for service workers on par with more traditionally male-dominated industries.

“Hospitality work overall is undervalued, and it’s not a coincidence that it's disproportionately women and people of color doing the work,” Mills said.

The union hopes to build on its recent success in southern California, where after repeated strikes it won significant wage hikes, increased employer contributions to pensions, and fair workload guarantees in a new contract with 34 hotels. Under the contract, housekeepers at most hotels will earn $35 an hour by July 2027.

The American Hotel And Lodging Association says 80% of its member hotels report staffing shortages, and 50% cite housekeeping as their most critical hiring need.

Kevin Carey, the association's interim president and CEO, says hotels are doing all they can to attract workers. According to the association's surveys, 86% of hoteliers have increased wages over the past six months.

"Now is a fantastic time to be a hotel employee,” Carey said in an emailed statement to The Associated Press.

Hotel workers say the reality on the ground is more complicated.

Maria Mata, 61, a housekeeper at the W Hotel in San Francisco, said she earns $2,190 every two weeks if she gets to work full time. But some weeks, she only gets called in one or two days, causing her to max out her credit card to pay for household expenses

“It's hard to look for a new job at my age. I just have to keep the faith that we will work this out,” Mata said.

Guests at the Hilton Hawaiian Village often tell Nely Reinante they don’t need their rooms cleaned because they don’t want her to work too hard. She said she seizes every opportunity to explain that refusing her services creates more work for housekeepers.

Since the pandemic, UNITE HERE has won back automatic daily room cleans at some hotels in Honolulu and other cities, either through contract negotiations, grievance filings or local government ordinances.


But the issue is back on the table at many hotels where contracts are expiring. Mills said UNITE HERE is striving for language to make it difficult for hotels to quietly encourage guests to opt out of daily housekeeping.

The U.S. hotel industry has rebounded from the pandemic despite average occupancy rates that remain shy of 2019 levels, largely due to higher room rates and record guest spending per room. Average revenue per available room, a key metric, is expected to reach a record high of $101.84 in 2024, according the hotel association.

David Sherwyn, the director of the Cornell University Center for Innovative Hospitality Labor & Employment Relations, said UNITE HERE is a strong union but faces a tough fight over daily room cleaning because hotels consider reducing services part of a long-term budget and staffing strategy.

“The hotels are saying the guests don’t want it, I can’t find the people and it’s a huge expense,” Sherwyn said. “That’s the battle.”

Workers bristle at what they see as moves to squeeze more out of them as they cope with erratic schedules and low pay. While unionized housekeepers tend to make higher wages, pay varies widely between cities.

Chandra Anderson, 53, makes $16.20 an hour as a housekeeper at the Hyatt Regency Baltimore Inner Harbor, where workers have not yet voted to strike. She is hoping for a contract that will raise her hourly pay to $20 but says the company came back with a counteroffer that “felt like a slap in the face.”

Anderson, who has been her household's sole breadwinner since her husband went on dialysis, said they had to move to a smaller house a year ago in part because she wasn't able to get enough hours at her job. Things have improved since the hotel reinstated daily room cleaning earlier this year, but she still struggles to afford basics like groceries.

Tracy Lingo, president of UNITE HERE Local 7, said the Baltimore members are seeking pensions for the first time but the biggest priority is bringing hourly wages closer to those in other cities.

“That's how far behind we are,” Lingo said.

______

Associated Press Writer Jennifer Kelleher in Honolulu contributed to this story.

____

The Associated Press’ women in the workforce and state government coverage receives financial support from Pivotal Ventures. AP is solely responsible for all content. Find AP’s standards for working with philanthropies, a list of supporters and funded coverage areas at AP.org.
A giant hole in Siberia is visible from space and growing rapidly. It might reveal hints about our planet's future.

Morgan McFall-Johnsen
Updated Fri 30 August 2024 at 2:37 pm GMT-6·4-min read



Satellite images show a giant hole in Siberia is rapidly expanding.

The Batagay megaslump is a result of the ground thawing and collapsing as Arctic temperatures rise.

It's an extreme case of a changing Arctic landscape accelerating the climate crisis.


A giant hole in the earth is breaking open the land in Siberia, and photos from space show it's growing rapidly.

It resembles a stingray, a horseshoe crab, or a giant tadpole. It started as a sliver, barely visible in declassified satellite imagery from the 1960s.

Declassified satellite imagery from 1965 shows the very beginnings of the hole growing in Siberia.Corona Satellite/USGS

Now it's a chasm with steep cliffs, clearly visible from space.


The hole tripled in size between 1991 and 2018, according to the US Geological Survey.


Satellite images from 1999 and 2017 show how much the Batagay megaslump has grown (and how much satellite imaging has improved).NASA Earth Observatory/Jesse Allen/Landsat data from the US Geological Survey

The Batagay crater, sometimes referred to as Batagaika or the "gateway to hell," represents a much larger, often invisible problem that affects the entire planet.
What is this hole in Siberia?

The Arctic is heating up faster than the rest of Earth, and that's quickly thawing the permafrost, which is a thick layer of soil that's permanently frozen — at least, it used to be.

The Batagay crater isn't actually a crater at all. It's the world's largest "retrogressive thaw slump," a pit that forms when permafrost thaw causes the ground to cave in, creating a landslide as the earth at its edges slumps into the pit.

There are thousands of thaw slumps across the Arctic. But the size of the Batagay "crater" has earned it the title of megaslump. It's named for the nearby town of Batagay.

A drone view of the head of the Batagay megaslump.Reuters TV

"Permafrost is not the most, let's say, photogenic of subjects," Roger Michaelides, a geophysicist at Washington University in St. Louis, told Business Insider. "You're talking mostly about frozen dirt underground, which by definition you often can't see unless it's been exposed somehow, like in this megaslump."

That makes the Batagay pit a bit of a permafrost celebrity and an omen of what lies ahead.
The Batagay megaslump could help decode our planet's future


The Batagay crater in 2020, imaged in near-infrared.contains modified Copernicus Sentinel data (2020), processed by ESA

As permafrost thaws, all the dead plants and animals that have been frozen inside it for centuries start to decompose, belching carbon dioxide and methane into the atmosphere.

Those are powerful heat-trapping gases, which cause global temperatures to rise even more, triggering even faster permafrost thaw.

This vicious cycle could have dire effects. Permafrost covers 15% of the land in the Northern Hemisphere and contains twice as much carbon as the atmosphere.

One study estimated that permafrost thaw could emit as much planet-warming gases as a large industrial nation by 2100 if industries and countries don't aggressively rein in their own emissions today.

"There's a lot we don't know about this feedback loop and how it will play out necessarily, but the potential is there for very large changes to the climate system occurring over very, very fast geologic timescales," Michaelides said.

In short, permafrost thaw could quickly make the climate crisis much worse. But it's still a mysterious process. Studying extreme sites like the Batagay megaslump can help scientists understand permafrost thaw and see into the future.

In a study published in the journal Geomorphology in June, researchers used satellite and drone data to construct 3D models of the megaslump and calculate its expansion over time.

They found that about 14 Pyramids of Giza's worth of ice and permafrost had thawed at Batagay. The crater's volume increases by about 1 million cubic meters every year.

"These values are truly impressive," Alexander Kizyakov, the study's lead author and a scientist at Lomonosov Moscow State University, told BI in an email.

"Our results demonstrate how quickly permafrost degradation occurs," he added.

The researchers also calculated that the megaslump releases about 4,000 to 5,000 tons of carbon each year. That's about as much as the annual emissions from 1,700 to 2,100 US homes' energy use.

Michaelides said those numbers didn't surprise him, but they can help inform models of future permafrost thaw and emissions.

"I think there is a lot we can learn from Batagaika, not only in terms of understanding how Batagaika will evolve with time, but also how similar features might develop and evolve over the Arctic," Michaelides said. "Even if they're a tenth or a hundredth the size of Batagaika, the physics is fundamentally the same."


‘He was in mystic delirium’: was this hermit mathematician a forgotten genius whose ideas could transform AI – or a lonely madman?

Phil Hoad
Sat 31 August 2024 

Alexander Grothendieck photographed at his home in Lassarre, France, in 2013.
Photograph: Peter Badge


LONG READ


One day in September 2014, in a hamlet in the French Pyrenean foothills, Jean-Claude, a landscape gardener in his late 50s, was surprised to see his neighbour at the gate. He hadn’t spoken to the 86-year-old in nearly 15 years after a dispute over a climbing rose that Jean-Claude had wanted to prune. The old man lived in total seclusion, tending to his garden in the djellaba he always wore, writing by night, heeding no one. Now, the long-bearded seeker looked troubled.

“Would you do me a favour?” he asked Jean-Claude.

“If I can.”

“Could you buy me a revolver?”

Jean-Claude refused. Then, after watching the hermit – who was deaf and nearly blind – totter erratically about his garden, he telephoned the man’s children. Even they hadn’t spoken to their father in close to 25 years. When they arrived in the village of Lasserre, the recluse repeated his request for a revolver, so he could shoot himself. There was barely room to move in his dilapidated house. The corridors were lined with shelves heaving with flasks of mouldering liquids. Overgrown plants spilled out of pots everywhere. Thousands of pages of arcane scrawling were lined up in canvas boxes in his library. But his infirmity had put paid to his studies, and he no longer saw any purpose in life. On 13 November, he died exhausted and alone in hospital in the neighbouring town of St-Lizier.

The hermit’s name was Alexander Grothendieck. Born in 1928, he arrived in France from Germany as a refugee in 1939, and went on to revolutionise postwar mathematics as Einstein had physics a generation earlier. Moving beyond distinct disciplines such as geometry, algebra and topology, he worked in pursuit of a deeper, universal language to unify them all. At the heart of his work was a new conception of space, liberating it from the Euclidean tyranny of fixed points and bringing it into the 20th-century universe of relativity and probability. The flood of concepts and tools he introduced in the 1950s and 60s awed his peers.

Then, in 1970, in what he later called his “great turning point”, Grothendieck quit. Resigning from France’s elite Institut des Hautes Études Scientifiques (IHES) – in protest at funding it received from the ministry of defence – put an end to his high-level mathematics career. He occupied a few minor teaching posts until 1991, when he left his home underneath Provence’s Mont Ventoux and disappeared. No one – friends, family, colleagues, the intimates who knew him as “Shurik” (his childhood nickname, the Russian diminutive for Alexander) – knew where he was.

Grothendieck’s capacity for abstract thought is legendary: he rarely made use of specific equations to grasp at mathematical truths, instead intuiting the broader conceptual structure around them to make them surrender their solutions all at once. He compared the two approaches to using a hammer to crack a walnut, versus soaking it patiently in water until it opens naturally. “He was above all a thinker and a writer, who decided to apply his genius mostly to mathematics,” says Olivia Caramello, a 39-year-old Italian mathematician who is the leading proponent of his work today. “His approach to mathematics was that of a philosopher, in the sense that the way in which one would prove results was more important to him than the results themselves.”

In Lasserre, he lived in near-complete solitude, with no television, radio, phone or internet. A handful of acolytes trekked up to the village once his whereabouts filtered out; he politely refused to receive most of them. When he did exchange words, he sometimes mentioned his true friends: the plants. Wood, he believed, was conscious. He told Michel Camilleri, a local bookbinder who helped compile his writings, that his kitchen table “knows more about you, your past, your present and your future than you will ever know”. But these wild preoccupations took him to dark places: he told one visitor that there were entities inside his house that might harm him.

Grothendieck’s genius defied his attempts at erasing his own renown. He lurks in the background of one of Cormac McCarthy’s final novels, Stella Maris, as an eminence grise who leads on its psychically disturbed mathematician protagonist. The long-awaited publication in 2022 of Grothendieck’s exhaustive memoir, Harvests and Sowings, renewed interest in his work. And there is growing academic and corporate attention to how Grothendieckian concepts could be practically applied for technological ends. Chinese telecoms giant Huawei believes his esoteric concept of the topos could be key to building the next generation of AI, and has hired Fields medal-winner Laurent Lafforgue to explore this subject. But Grothendieck’s motivations were not worldly ones, as his former colleague Pierre Cartier understood. “Even in his mathematical milieu, he wasn’t quite a member of the family,” writes Cartier. “He pursued a kind of monologue, or rather a dialogue with mathematics and God, which to him were one and the same.”

Beyond his mathematics was the unknown. Were his final writings, an avalanche of 70,000 pages in an often near-illegible hand, the aimless scribblings of a madman? Or had the anchorite of Lasserre made one last thrust into the secret architecture of the universe? And what would this outsider – who had spurned the scientific establishment and modern society – make of the idea of tech titans sizing up his intellectual property for exploitation?

* * *

In a famous passage from Harvests and Sowings, Grothendieck writes that most mathematicians work within a preconceived framework: “They are like the inheritors of a large and beautiful house all ready-built, with its living rooms and kitchens and workshops, and its kitchen utensils and tools for all and sundry, with which there is indeed everything to cook and tinker.” But he is part of a rarer breed: the builders, “whose instinctive vocation and joy is to construct new houses”.

Now his son, Matthieu Grothendieck, is working out what to do with his father’s home. Lasserre lies on the top of a hill 22 miles (35km) north of the Spanish border, in the remote Ariège département, a haven for marginals, drifters and utopians. I first walk up there one piercingly cold January morning in 2023, mists cloaking forests of oak and beech, red kites surveying the fields in between. Grothendieck’s home – the only two-storey house in Lasserre – is at the village’s southern extremity. Hanging above the road beyond are the snow-covered Pyrenees: a promise of a higher reality.

Matthieu answers the door wearing a dressing gown, with the sheepish air of a man emerging from hibernation. The 57-year-old has deeply creased features and a strong prow of a nose. Inheriting the house where his father experienced such mental ordeals weighs on him. “This place has a history that’s bigger than me,” he says, his voice softened by smoking. “And as I haven’t got the means to knock it into shape, I feel bad about that. I feel as if I’m still living in my father’s house.”

A former ceramicist, he is now a part-time musician. In the kitchen, a long, framed scroll of Chinese script stands on a sideboard, next to one photograph of a Buddha sculpture and two of his mother, Mireille Dufour, whom Grothendieck left in 1970. (Matthieu is her youngest child; he has a sister, Johanna, and brother, Alexandre. Grothendieck also had two other sons, Serge and John, with two other women.) Above Matthieu’s bed is a garish portrait of his paternal grandfather, Alexander Schapiro, a Ukrainian Jewish anarchist who lost an arm escaping a tsarist prison, and later fought in the Spanish civil war.

Even with all his wisdom and the depth of his insight, there was always a sense of excessiveness about my father. He always had to put himself in danger

Schapiro and his partner, the German writer Johanna Grothendieck, left the five-year-old Grothendieck in foster care in Hamburg when they fled Nazi Germany in 1933 to fight for the socialist cause in Europe. He was reunited with his mother in 1939, and lived the remainder of the war in a French internment camp or in hiding. But his Jewish father, interned separately, was sent to Auschwitz and murdered on arrival in 1942. It was this legacy of abandonment, poverty and violence that drove the mathematician and finally overwhelmed him, Matthieu suggests: “Artists and geniuses are making up for flaws and traumas. The wound that made Shurik a genius caught up with him at the end of his life.”

Matthieu leads me into the huge, broken-down barn behind the house. Heaped on the bare-earth floor is a mound of glass flasks encased in wicker baskets: inside them are what remains of the mathematician’s plant infusions, requiring thousands of litres of alcohol. Far removed from conventional mathematics, Grothendieck’s final studies were fixated on the problem of why evil exists in the world. His last recorded writing was a notebook logging the names of the deportees in his father’s convoy in August 1942. Matthieu believes his father’s plant distillations were linked with this attempt to explain the workings of evil: a form of alchemy through which he was attempting to isolate different species’ properties of resilience to adversity and aggression. “It’s hard to understand,” says Matthieu. “All I know is that they weren’t for drinking.”

Later, Matthieu agrees to let me look at his father’s Lasserre writings – a cache of esoterica scanned on to hard disk by his daughter. At the start of 2023, the family were still negotiating their entry into the French national library; the writings have now been accepted and at some point will be publicly available for research. Serious scholarship is needed to decide their worth on mathematical, philosophical and literary levels. I’m definitely not qualified on the first count.

I open a first page at random. The writing is spidery; there are occasional multicoloured topological diagrams, namechecks of past thinkers, often physicists – Maxwell, Planck, Einstein – and recurrent references to Satan and “this cursed world”. His children are struggling to fathom this prodigious output, too. “It’s mystic but also down to earth. He talks about life with a form of moralism. It’s completely out of fashion,” says Matthieu. “But in my opinion there are pearls in there. He was the king of formulating things.”

After a couple of hours’ reading, head spinning, I feel the abyss staring into me. So imagine what it was like for Grothendieck. According to Matthieu, a friend once asked his father what his greatest desire was. The mathematician replied: “That this infernal circle of thought finally ceases.”

* * *

The colossal folds of Mont Ventoux’s southern flank are mottled with April cloud shadow as cyclists skirt the mountain. In the Vaucluse département of Provence, this is the terrain where Alexander Grothendieck took his first steps into mysticism. Now, another of his sons, Alexandre, lives in the area. I wander up a bumpy track to see the 62-year-old ambling out of oak woods, smiling, to meet me. Wearing a moth-eaten jumper, dark slacks and slippers, Alexandre is slighter than his brother, with wind-chafed cheeks.

He leads me into the giant hangar where he lives. It is piled with amps and instruments; at the back is a workshop where he makes kalimbas, a kind of African thumb piano. In 1980, his father moved a few kilometres to the west, to a house outside the village of Mormoiron. In the subsequent years, Grothendieck’s thoughts turned inwards towards bewildering spiritual vistas. “Even with all his wisdom and the depth of his insight, there was always a sense of excessiveness about my father,” says Alexandre. “He always had to put himself in danger. He searched for it.”

Grothendieck had abandoned the commune he had been part of since 1973 in a village north of Montpellier, where he still taught at the university. From 1970 onwards, he had been one of France’s first radical ecologists and became increasingly preoccupied with meditation. In 1979, he spent a year dwelling intensely on his parents’ letters, a reflection that stripped away any lingering romanticism about them. “The myth of their great love fell flat for Shurik – it was a pure illusion,” says Johanna Grothendieck, who bears her grandmother’s name. “And he was able to decrypt all the traumatic elements of his childhood. He realised he had been quite simply abandoned by his own mother.”

This preoccupation with the past intensified into the mid-1980s, as Grothendieck worked on the manuscript for Harvests and Sowings. A reflection on his mathematical career, it was filled with stunning aphoristic insights, like the house metaphor. But, choked with David Foster Wallace-like footnotes, it was relentless and overwhelming, too – and steeped in a sense of betrayal by his former colleagues. In the wake of his revelations about his parents, this feeling became a kind of governing principle. “It was a systematic thing with our papa – to put someone on a pedestal, in order to see their flaws. Then – bam! – they went down in flames,” says Alexandre.

Although he still produced some mathematical work during this period, Grothendieck delved further into mysticism. He looked to his dreams as a conduit to the divine; he believed they were not products of his own psyche, but messages sent to him by an entity he called the Dreamer. This being was synonymous with God; as he conceived it, a kind of cosmic mother. “Like a maternal breast, the ‘grand dream’ offers us a thick and savorous milk, good to nourish and invigorate the soul,” he later wrote in The Key of Dreams, a treatise on the subject. Pierre Deligne, the brilliant pupil he accused in Harvests and Sowings of betraying him, felt his old master had lost his way. “This was not the Grothendieck I admired,” he says, on the phone from Princeton’s Institute for Advanced Study.

He became totally isolated. He was no longer in contact with nature. He had cut ties with everyone

By summer 1989, the prophetic dreams had intensified into daily audiences, “absorbing almost all of my time and energy”, with an angel Grothendieck called either Flora or Lucifera, depending on whether she manifested as benevolent or tormenting. She tutored him in a new cosmology, central to which was the question of suffering and evil in God’s greater scheme. He believed, for example, that the speed of light being close to, but not precisely, 300,000km a second, was evidence of Satan’s interference. “He was in a form of mystic delirium,” says another former pupil, Jean Malgoire, now a professor at Montpellier University. “Which is also a form of mental illness. It would have been good if he could have been seen by a psychiatrist at that point.”

In real life, he had become forbidding and remote. Matthieu spent two months in Mormoiron working on the house; during that time, his father invited him in only once. His son blew his top: “He’d lost interest in others. I could no longer feel any authentic or sincere empathy.” But Grothendieck was still interested in people’s souls. On 26 January 1990, he sent 250 of his acquaintances – including his children – a messianic, seven-page typed epistle, entitled Letter of the Good News. He announced a date – 14 October 1996 – for the “Day of Liberation” when evil on Earth would cease, and said they had been chosen to help usher in the new era. It was “a kind of remake of the most limited aspects of Christianity”, says Johanna.

Then in June 1990, as if to firm up his spiritual commitment, Grothendieck fasted for 45 days (he wanted to beat Christ’s 40), cooling himself in the heat of summer in a wine barrel filled with water. As he watched his father shrivel to an emaciated frame reminiscent of the Nazi concentration camp prisoners, Alexandre realised he may have been emulating someone else: “In some way, he was rejoining his father.”

Grothendieck almost died. He only relented when persuaded to resume eating by Johanna’s partner. She believes the fast damaged her father’s brain on a cellular level in a way impossible for a 62-year-old to recover from, further loosening his grip on rationality. Shortly afterwards, he summoned Malgoire to Mormoiron to collect 28,000 pages of mathematical writings (now available online). He showed his student an oil drum full of ashes: the remains of a huge raft of personal papers, including his parents’ letters, he had burned. The past was immaterial, and now Grothendieck could only look ahead. One year later, without warning, he moved away from his house on a trajectory known only to him.

* * *

A circular slab of black pitted sandstone, fashioned by Johanna and now smothered in wild roses, marks Grothendieck’s resting place in Lasserre churchyard. It’s almost hidden behind a telegraph post. The mathematician was alone when he died in hospital; after several weeks in their company, he had spurned his children again, only accepting care from intermediaries.

The presence of his family seemed to stir up unbearable feelings. In his writings, he evaluates the people in his life for how much they are under the sway of Satan. But, as Alexandre points out, this was also a projection of his own seething unconscious: “He didn’t like what he saw in the mirror we held out to him.”

They only discovered his whereabouts in Lasserre by accident: one day in the late 90s Alexandre signed up for car insurance, and the company said they already had an address for an Alexander Grothendieck on file. Deciding to make contact, Alexandre spotted his father across the marketplace in the town of St-Girons, south of Lasserre. “Suddenly, he sees me,” says Alexandre. “He’s got a big smile, he’s super-happy. So I said to him: ‘Let me take your basket.’ And all of a sudden, he has a thought that he shouldn’t have anything to do with me, and his smile turns the other way. It lasted a minute and a half. A total cold shower.” He didn’t see his father again until the year he died.

At least until the early 00s, Grothendieck worked at a ferocious pace, often writing up the day’s “meditation” at the kitchen table in the dead of night. “He became totally isolated. He was no longer in contact with nature. He had cut ties with everyone,” says Johanna.

He vacillated about the date of the Day of Liberation, when evil on Earth would cease. Recalculating it as late August or early September 1996 instead of the original October date, he was crestfallen at the lack of celestial trumpets. Mathematicians Leila Schneps and Pierre Lochak, who had tracked him down a year earlier, visited him the day afterwards. “We delicately said: ‘Perhaps it’s started and people’s hearts are opening.’ But obviously he believed what we believed, which was that nothing had happened,” Schneps says.

Experiencing an “uncontrollable antipathy” to his work, that he attributed to malign forces but sounds a lot like depression, he wrote in early 1997: “The most abominable thing in the fate of victims is that Satan is master of their thoughts and feelings.” He contemplated suicide for several days, but resolved to continue living as a self-declared victim.

The house was weighing on him. In 2000, he offered it to his bookbinder, Michel Camilleri, for free, deeming him the perfect candidate because he was “good with materials”. The sole condition was that Camilleri look after his plant friends. When Camilleri refused, he was outraged – seeing the hand of Satan once more. A year later, the building was nearly destroyed when his unswept stove chimney caught fire. Some witnesses say Grothendieck tried to prevent the firefighters from accessing his property (Matthieu doesn’t believe this).

The curate at Lasserre church, David Naït Saadi, wrote Grothendieck a letter in around 2005, attempting to bring the hermit into the community. But Grothendieck fired back a missive full of biblical references, saying Saadi had a “viper’s tongue” and that he should nail his reply to the church noticeboard.

By the mid-00s, his writing was petering out. The endpoint of his late meditations, according to Matthieu, is a chronicle in which his father painstakingly records everything he is doing, as if the minutiae of his own life are imbued with immanence. Matthieu finds these writings so painful to read that he kept them back from the national library donation. Grothendieck was lost in the rooms and corridors of his own mind.

* * *

In mid-April, dapper Parisians are filing out of the polished foyer of a redeveloped hotel in the seventh arrondissement, heading for lunch. The first French TV programmes were broadcast from the building; now, Huawei is pushing for a similar leap in AI here. It has set up the Centre-Lagrange, an advanced mathematics research institute, on the site and hired elite French mathematicians, including Laurent Lafforgue, to work there. An aura of secrecy surrounds their work in this ultra-competitive field, compounded by growing suspicion in the west of Chinese tech. Huawei initially refuse to answer any questions, before permitting some answers to be emailed.

Grothendieck’s notion of the toposdeveloped by him in the 1960s, is of particular interest to Huawei. Of his fully realised concepts, toposes were his furthest step in his quest to identify the deeper algebraic values at the heart of mathematical space, and in doing so generate a geometry without fixed points. He described toposes as a “vast and calm river” from which fundamental mathematical truths could be sifted. Olivia Caramello views them rather as “bridges” capable of facilitating the transfer of information between different domains. Now, Lafforgue confirms via email, Huawei is exploring the application of toposes in a number of domains, including telecoms and AI.

Caramello describes toposes as a mathematical incarnation of the idea of vision; an integration of all the possible points of view on a given mathematical situation that reveals its most essential features. Applied to AI, toposes could allow computers to move beyond the data associated with, say, an apple; the geometric coordinates of how it appears in images, for example, or tagging metadata. Then AI could begin to identify objects more like we do – through a deeper “semantic” understanding of what an apple is. But practical application to create the next generation of “thinking” AI is, according to Lafforgue, some way off.

A larger question is whether this is what Grothendieck would have wanted. In 1972, during his ecologist phase, concerned that capitalist society was driving humanity towards ruin, he gave a talk at Cern, near Geneva, entitled Can We Continue Scientific Research? He didn’t know about AI – but he was already opposed to this collusion between science and corporate industry. Considering his pacifist values, he would probably also have been opposed to Huawei’s championing of his work; its chief executive, Ren Zhengfei, is a former member of the People’s Liberation Army engineering corps. The US department of defense, as well as some independent researchers, believes Huawei is controlled by the Chinese military.

Huawei insists it is a private company, owned by its employees and its founding chairman, Ren Zhengfei, and that it is “not owned, controlled or affiliated to any government or third-party company”.

We are at the very beginning of a huge exploration of these manuscripts. And certainly there will be marvels in them

Lafforgue points out that France’s IHES, where Grothendieck and later he worked, was funded by industrial companies – and thinks Huawei’s interest is legitimate. Caramello, who is the founder and president of the Grothendieck Institute research organisation, believes that he would have wanted a systematic exploration of his concepts to bring them to fruition. “Topos theory is itself a kind of machine that can extend our imagination,” she says. “So you see Grothendieck was not against the use of machines. He was against blind machines, or brute force.” What is unsettling is a degree of opaqueness about Huawei’s aims regarding AI and its collaborations, including its relationship with the Grothendieck Institute, where Lafforgue sits on the scientific council. But Caramello stresses that it is an entirely independent body that engages in theoretical, not applied research, and that makes its findings available to all. She says it does not research AI and that Lafforgue’s involvement pertains solely to his expertise in Grothendieckian maths.

Matthieu Grothendieck is clear about whether his father would have consented to Huawei, or any other corporation, exploiting his work: “No. I don’t even ask. I know.” There is little doubt that the mathematician believed modern science had become morally stunted, and the Lasserre papers attempted to reconcile it with metaphysics and moral philosophy. Compared with Grothendieck’s delirious 1980s mysticism, there is structure and intent here. They begin with just under 5,000 pages devoted to the Schematic Elemental Geometry and Structure of the Psyche. According to the mathematician Georges Maltsiniotis, who has examined this portion, these sections contain maths in “due and proper form”. Then Grothendieck gets going on the Problem of Evil, which sprawls over 14,000 pages undertaken during much of the 1990s.

Judging by the 200 or so pages I attempt to decipher, Grothendieck put herculean effort into his new cosmology. He seems to be trying to fathom the workings of evil at the level of matter and energy. He squabbles with Einstein, James Clerk Maxwell and Darwin, especially about the role of chance in what he viewed as a divinely created universe. There are numerological musings about the significance of the lunar and solar cycles, the nine-month term of a pregnancy. He renames the months in a new calendar: January becomes Roma, August becomes Songha.

How much of this work is meaningful and how much empty mania? For Pierre Deligne, Grothendieck became fatally unmoored in his solitude. He says that he has little interest in reading the Lasserre writings “because he had little contact with other mathematicians. He was restricted to his own ideas, rather than using those of others too.” But it’s not so clear-cut for others, including Caramello. In her eyes, this fusion of mathematics and metaphysics is true to his boundary-spanning mind and could yield unexpected insights: she points out his use of the mathematics of vibration to explain psychological phenomena in Structure of the Psyche. “We are at the very beginning of a huge exploration of these manuscripts. And certainly there will be marvels in them,” she says.

Grothendieck remained hounded by evil until the end. Perhaps, shattered by his traumas, he couldn’t allow himself to forgive, and to conceive of the world in a kinder light. But his children, despite the long estrangement, aren’t the same. Matthieu rejects the idea that his father repeated the abandonment he suffered as a child on them: “We were adults, so it’s nothing compared to what he went through. He did a lot better than his parents.”

The shunning of his children wounded Johanna, but she understands that something was fundamentally broken in her father. “In his mind, I don’t think he left us. We existed in a parallel reality for him. The fact that he burned his parents’ letters was extremely revealing: he had no feeling of existing in the family chain of generations.” What’s striking is the trio’s lack of judgment about their father and their openness to discussing his ordeals. “We accept it,” says Alexandre. “It was the trial he wanted to inflict on himself – and he inflicted it on himself most of all.”

 Scientists discover simple charging trick that can dramatically improve battery lifespan


Andrew Griffin
Sat 31 August 2024 

(AFP via Getty Images)


Scientists have found a simple trick that could dramatically change how our batteries perform.

A lithium-ion battery, of the kind used in everything from our phones to our cars, is usually charged up soon after it is first made. That first charge is key: it decides how long the battery will work for, and when it will eventually deteroriate.

Now researchers have found that if that first charge is done with unusually high currents, it dramatically changes how those batteries perform.

When that happened, the batteries’ lifespan was improved by 50 per cent and the initial charge took just 20 minutes, compared with 10 hours usually.

The researchers were also able to find the changes in the electrodes of the battery that make that huge boost in lifespan and performance possible.

“This study is very exciting for us,” said Steven Torrisi, from the Toyota Research Institute, who worked on the research.

“Battery manufacturing is extremely capital, energy and time intensive. It takes a long time to spin up manufacturing of a new battery, and it’s really difficult to optimize the manufacturing process because there are so many factors involved.”

When batteries are charged, lithium ions flow to the negative electrode of the battery; when it is used, they go back out and the positive electrode. That process is key to both using and charging the lithium-ion batteries that power so much of our technology today.

A fresh battery will have its positive electrode entirely full of lithium. But over time, some of that lithium is deactivated, which is what accounts for the gradually degraded performance of such batteries that means they often need to be replaced.

Researchers found that deliberately losing some supply of lithium at the start actually helped it keep more of it in the future, however. That lithium makes a special layer that forms on the negative electrode and then protects it from degrading over time.

Researchers compared it to emptying a bucket slightly before carrying it. While that means losing some water initially, the remaining water would be less likely to splash out of the bucket later on, preserving the remaining water.

The research is described in a new paper, ‘Data-driven analysis of battery formation reveals the role of electrode utilization in extending cycle life’, published in Joule.

Opinion - Why is Apple promoting Chinese spyware apps?

Joel Thayer, opinion contributor
Fri 30 August 202 



China’s espionage campaign has infiltrated our communications networks via their telecom companies, like Huawei and ZTE, and by selling us cheap routers with noted-yet-unfixed vulnerabilities. But there is nothing more pervasive than how China weaponizes our mobile devices via apps.

TikTok is the obvious example. A nearly unanimous Congress heeded the warnings of the Director of National Intelligence and others to require TikTok to cut its financial ties with its parent company (and known-Chinese government corporate affiliate) ByteDance. The Department of Justice has sued the company for blatantly violating federal privacy laws, and states are investigating numerous other privacy violations. Yet Apple continues to promote the app, listing it as “essential” with an “editor’s choice” award.

And TikTok is just the tip of the iceberg. Hundreds of apps on Apple’s App Store openly admit to providing sensitive data to China. Some even use Apple’s ARKit, which enables apps to detect more than 50 unique facial expressions and project 30,000 infrared dots to create a 3D map of a user’s face, while allowing the app to retain the data.

China-based AI company Meitu’s BeautyCam-AI Photo Editor uses the ARKit to extract “facial mapping information.” The app enjoyed 2 million downloads last month. Another China-based app called ProKnockOut-Cut Paste Photos uses Apple’s ARKit and reveals that the “information will be stored in China” in its privacy policy.

Some of these apps admit to sending health data to China from Apple’s HealthKit, which allows apps to collect more than 100 different data points across numerous categories. China-based wellness app Wearfit Pro claims to access data from Apple’s HealthKit and openly discloses that the “data will be stored in the territory of the People’s Republic of China.” The app’s privacy policy states that it collects users’ “sleep, heart rate, blood oxygen, blood pressure, blood sugar, body temperature, weight, body age, heart rate and other data.”

Other apps don’t even try to hide the China connection. The “beautification” app Mico – Aesthetic Screen Maker’s privacy policy is written in Chinese. When you translate it, it reads, “We will store your information collected and generated during domestic operation in the territory of the People’s Republic of China,” and it also states that its governing laws are “the laws of the People’s Republic of China.”

Every one of these apps — and dozens if not hundreds more — fall under China’s national security laws, which force the tech companies to disclose all this U.S.-based data directly to the Chinese government.

For instance, China’s 2015 National Security Law compels locally employed Chinese nationals of American companies to assist in investigations that may expose operating elements of American companies or citizens. China’s 2021 Cyber Vulnerability Reporting Law requires China-based companies to report security flaws to the Chinese government so they can “exploit system flaws before cyber vulnerabilities are publicly known.” Article 7 of China’s National Intelligence Law of 2017 creates “a legal obligation for those entities to turn over data collected abroad and domestically to the” Chinese government.

These laws effectively turn Apple-approved, China-based apps into spyware for the Chinese government.

Apple must fix this problem. The company touts its App Store as “a safe and trusted marketplace for [its] users.” And it boasts about rejecting 375,000 app submissions for “privacy violations.” With these Chinese apps in the marketplace, how can Apple plausibly claim it’s protecting American consumers?

Apple allows users to easily find these apps, with some even in the top 100 within their app category. Apple is not just distributing these apps but promoting them. This fact alone shows that Apple’s safety and privacy claims are hollow and disingenuous.

So why does Apple keep promoting Chinese spyware? Money. Apple’s cut of App Store sales gives it a reason to ignore privacy and security issues for high-revenue apps.

American tech companies don’t want to offend China because the country is tied to their bottom lines. Apple CEO Tim Cook described China as “critical” to Apple’s supply chain and has pledged to increase investment and expand research and development facilities in the region. Couple that with Apple’s multi-billion dollar deal with the Chinese government requiring it to “store customer data on Chinese servers and to aggressively censor apps” and you have the makings of a national security disaster.

TikTok was only the beginning. It’s time to bring more accountability to Apple’s App Store to thwart the clear threat that Chinese spyware presents to the nation.

Joel Thayer is president of the Digital Progress Institute and a tech and telecom lawyer in Washington.

Copyright 2024 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.