Category Archives: Business

The Bleeding Edge of Climate Change

by Daniel and Sidd While Sidd was in town, I took some notes. Somehow, they turned into this: Climate Change: The Big Picture There are many ways to look at climate change. From a micro perspective, there are millions of individual feedbacks operating throughout the Earth system. From a macro perspective, there is the climate […]

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Demand Destruction: Bad News for the Economy, Good News for the Environment

U.S. retail sales fell unexpectedly by 0.6% month over month in July 2026, coming in well below the forecast of a 0.1% increase. The data, released this morning, points to a significant slowdown in American consumer spending and a reversal of the momentum seen in previous months. Key Figures From the July Report Bad News […]

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U.S. Fiscal Deficit Surges as 30-Year Treasury Yields Hit 25-Year High

by Daniel Brouse The U.S. federal budget deficit reached a record $432 billion in July 2026, the largest deficit ever recorded for the month of July and the widest monthly shortfall since March 2021. The July surge pushed the cumulative deficit for the first 10 months of fiscal year 2026 to approximately $1.8 trillion—already exceeding […]

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Money Moves People: Why Demand Destruction May Be the Fastest Path Beyond Fossil Fuels

by Daniel Brouse 2026: The New Economic Reality Money moves people. The climate costs of fossil-fuel dependence are increasingly outweighing its benefits—not in some distant future, but here and now. We are moving beyond arguments about what climate change might cost decades from today. Across the Western world, climate impacts are already imposing costs of […]

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4.9% PPI: That’s Essentially 5% Producer Inflation

by Daniel Brouse A 4.9% year-over-year Producer Price Index (PPI) increase means the average price level producers face is nearly 5% higher than it was one year ago. The math is straightforward: 5.0% − 4.9% = 0.1 percentage point That puts the headline PPI rate just one-tenth of a percentage point below 5%. For example, […]

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July 2026: The Record Heat Was Especially Dangerous After Sunset

by Daniel Brouse July 2026 was officially the hottest month ever recorded for the contiguous United States since national records began in 1895. According to the National Oceanic and Atmospheric Administration (NOAA), the average temperature across the Lower 48 reached 76.9°F—about 3.3°F above the 20th-century average and roughly 0.1–0.2°F warmer than the previous July records […]

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Integrated Climate Stewardship: The Fossil Fuel Question and Answer

Question: I use phasing out in a way that means completely ending the use and production of fossil fuels down to zero. Phasing down means a gradual reduction or scaling back in FF use over time without specifying a complete stop. Would add or alter that in any way? How would you define differntiate ‘transition […]

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The Future of Energy Is Not Static

By Daniel BrouseEconomist & ClimatologistMembrane Domain USAAugust 10, 2026 I’m not certain what the future holds. I don’t think anyone can be. But I’m also not convinced that the future of fossil fuels can be projected simply by looking at today’s production levels and assuming they will continue indefinitely. There is a very real possibility […]

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Science Is Science: Confronting Denialism and Ecofascism

About Denialism and Ecofascism: Science Is Science The ObservationGlad to know you’re watching out! At the same time, this divisiveness—when we desperately need everyone to pull together because it’s a CRISIS, right?—makes me somehow deeply sad. That’s a big job right there… How do we reach those who seem furthest away from any kind of […]

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Real Estate Climate Risk Models

by Daniel Brouse and Sidd Mukherjee Background Sidd said: “frightening article by Jeff Masters. We saw some of this coming, the flood risk aint justalong the coast, it extends 100 miles inland…the water cant get out …” https://yaleclimateconnections.org/2026/08/the-floods-of-the-future-wont-come-one-at-a-time/ In the 1990s, Sidd and I began developing real-estate-based climate risk models. From the beginning, one of […]

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