Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (1) |
Author: OrmontUS   😊 😞
Number: of 4460 
Subject: Global warming-to be or not to be
Date: 01/18/26 1:15 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 6
An obvious internal contradiction in Trump-era policy is that the administration strategically acknowledged the effects of a warming Arctic exposing minerals for mining by the US and our competitors while politically rejecting climate change as a cause.

So, I asked ChatGPT

Jeff

1. Arctic security and resource competition (Russia/China)

Trump administration position

National security and defense documents (DoD Arctic Strategy, Navy Arctic Roadmap, Coast Guard testimony) explicitly warned that:

Melting polar ice is opening sea lanes (Northern Sea Route, Northwest Passage)

Access to hydrocarbons, rare earths, and strategic minerals is expanding

Russia and China are exploiting these changes via infrastructure, icebreakers, and investment

These assessments treated ice melt as an observable physical fact, not a hypothesis.

Key framing

Ice melt = geostrategic risk

Climate effects acknowledged without attributing causation

Focus on sovereignty, military access, shipping, and supply chains

Important nuance

Agencies often used language like “receding ice” or “changing Arctic conditions” rather than global warming or anthropogenic climate change.

2. Domestic and international climate policy messaging

Trump administration position

Systematic effort to:

Remove or weaken references to climate change in EPA, DOI, and NOAA materials

Question or downplay human causation

Withdraw from the Paris Climate Agreement

Public rhetoric from Trump himself frequently characterized global warming as:

Uncertain, exaggerated, or economically harmful to acknowledge

Key framing

Climate change = political and regulatory threat

Emphasis on fossil fuel dominance and deregulation

Avoidance of language that could justify environmental regulation

3. The contradiction — and why it existed

This wasn’t simple hypocrisy; it was bureaucratic compartmentalization.

Security agencies:

Operate on risk assessment, not ideology

Cannot ignore observable environmental changes

Need to plan for adversary behavior regardless of cause

Political leadership:

Viewed climate acknowledgment as:

A gateway to regulation

A concession to environmental movements

A threat to energy and industrial policy

Result

The administration accepted effects (melting ice, new access)

While rejecting causation (global warming, especially human-driven)

4. How unusual is this?

Not unique to Trump, but more stark under his administration.

Previous administrations generally aligned:

Climate science → environmental policy → security implications

Trump era split the chain:

Security planning proceeded

Climate science messaging was suppressed

This produced what analysts often called “climate realism without climate politics.”

5. Bottom line comparison
Area Arctic minerals & security Climate change acknowledgment
Acknowledged reality Ice is melting Publicly disputed or minimized
Policy driver Military & geopolitical competition Domestic politics & deregulation
Language used Technical, indirect Skeptical, dismissive
Internal consistency High within defense agencies Low across government
In short:

The Trump administration recognized climate-driven Arctic change when it threatened U.S. power, but rejected climate change when it threatened U.S. political and economic narratives. The contradiction reflects institutional necessity versus ideological resistance, not ignorance of the underlying science
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to OrmontUS here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,454 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (1) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community