The real climate analysis
Why current climate policy will not work, what will work, and why it nevertheless does not happen. Reference date: August 2026.
By Jacobus van Merksteijn
The Earth is losing its temperature contrasts
The Earth is not simply becoming warmer. The Earth is losing its temperature contrasts. That is fundamentally different and more dangerous, because it is contrasts—not absolute temperatures—that create weather and transport moisture.
Atmospheric circulation is a Carnot machine. Work comes from the temperature difference between the tropics (warm source) and the poles (cold sink). Efficiency η = 1 − T_cold/T_warm. Without a gradient, there is no circulation.
The measurements:
The tropics are warming by ~0.15°C per decade
The Arctic by ~0.6–0.75°C per decade—2 to 4× faster
ΔT is shrinking, and with ΔT the maximum efficiency of the atmospheric heat engine is shrinking
This is the thermodynamics that Lorenz formalized in 1955 with “available potential energy” (APE). Smaller horizontal temperature differences mean less energy available for wind. A positive feedback that switches off the engine itself: polar ice melts, albedo declines at the pole, the gradient shrinks further, and circulation weakens.
The consequences, all five documented:
Wind becomes weaker. Europe: −0.09 m/s per decade (~10% wind reduction in 30 years, Vautard et al., Nature Geoscience). Central Asia: almost 20%.
The flow meanders. Like a river on a shallow gradient: at low zonal wind speeds, the jet stream becomes subject to baroclinic instability—large Rossby waves, “waviness”. Correlation 0.9 between the shrinking tropics-to-pole gradient and declining wind speed (Wohland 2023).
Vertical shear increases. Severe clear-air turbulence over the North Atlantic Ocean: +55% between 1979 and 2020 (Williams, University of Reading). Vertical wind shear: +15% since 1979.
Weather patterns become locked in. “Resonant amplification” (Petoukhov et al., PNAS 2013): waves become so large and slow that they become stationary. The 2003 heatwave, 2010 Russia, 2018 Europe, 2021 Pacific Northwest heat dome, 2022 Europe—all blocking patterns that remained in place for weeks.
The supply of oceanic moisture stops. Atmospheric rivers are blocked by high-pressure systems. Moisture supply to Europe is choked off for weeks. Soil moisture evaporates without replacement.
Desiccation is permanent and self-reinforcing
According to the UNCCD (December 2024), 77.6% of the Earth’s land surface has become permanently drier in the three decades to 2020. Drylands have expanded by 4.3 million km²—almost one-third larger than India—and now cover 40.6% of land outside Antarctica.
Ibrahim Thiaw (UNCCD): “Unlike droughts—temporary periods with little rainfall—aridity is a permanent, relentless transformation.”
It is accelerating:
Droughts have increased by 29% since 2000
Land area affected by drought has nearly tripled: from ~10% in the 1990s to ~30% in 2025
Mediterranean region: the duration of soil-moisture drought rises from 41 days/year now to 125 days/year at +3°C (IPCC AR6)
Charney feedback—known since 1975, with high confidence in the IPCC:
Vegetation declines → albedo rises from ~14% to ~35%
Net radiative loss → the atmospheric column cools
Sinking air suppresses convection → less precipitation
Less precipitation → even less vegetation
Positive feedback; the process reinforces itself
Historical confirmation: the Green Sahara collapsed in 1–2 centuries about 5,500 years ago (TUM 2024, Bristol/IOP 2022). During the green phase, vegetation increased rainfall by a factor of 2–3 through albedo feedback once vegetation cover exceeded 60%. Below that threshold, the system flipped.
The “greening” observed by satellites is largely an illusion. 70% is attributed to CO₂ fertilization (Nature review, August 2026), not ecological restoration. Plants close their stomata at higher CO₂, becoming more water-efficient, but thereby reduce water recycling into the atmosphere. More leaves with less transpiration is a drying mechanism, not recovery. The Great Green Wall is largely failing: of 36 reforestation plots in Senegal, only one showed significant greening (Zhu et al., Land Use Policy, October 2025).
The bill for full electrification
The IEA Net Zero scenario projects 72,000 TWh of global electricity production in 2050—more than double today’s level. Where will that energy come from? And what raw materials will it require?
Copper (USGS Mineral Commodity Summaries 2026):
World reserves: 980 million tonnes
Full-electrification requirement 2025–2050: ~530 million tonnes = 54% of current reserves
For the transition alone, on top of regular annual demand of 23 Mt
Aluminium—a dual constraint of raw material and energy:
13–15 MWh of electricity per tonne of primary aluminium (JRC 2023, International Aluminium Institute)
10.5 tonnes of CO₂ per tonne of aluminium (The Electrochemical Society Interface)
Global aluminium electricity demand: ~900 TWh/year—more than Germany and France combined
400 Mt additional aluminium for the transition costs ~5,400 TWh and emits ~4.2 Gt CO₂ embedded in the transition itself
Lithium (USGS 2026): reserves 37 Mt. Cumulative transition requirement ~40–50 Mt = 108–135% of reserves.
Cobalt (USGS 2026): reserves 12 Mt. Transition requirement ~50–80 Mt = 420–670% of reserves. 74% of global production comes from the Congo. Chinese refining monopoly.
Rare earths: 69% Chinese production, 59% Chinese reserves. Geopolitical dependence shifting from OPEC to Beijing.
Silver: 82% of global reserves required for solar PV alone.
Five hard constraints: material finiteness, energy content (the transition cannot build itself without fossil fuels), geopolitical concentration, speed of scaling (maintaining 20% CAGR for 20 years has no historical precedent), and climate feedback (10% of global copper production exposed to drought).
Wind and solar: the self-destructive solutions
Wind declines because of the warming it was supposed to solve. The wind-power equation is P = ½ρA·Cp·v³—output scales with the third power of wind speed. The current reduction in Europe is 10%, measured over 30 years. That means:
10% wind decline ⇒ 0.9³ = 0.729 ⇒ 27% output decline
30% wind decline ⇒ 0.7³ = 0.343 ⇒ 65.7% output decline
IPCC projections (Nature Comms 2026): 10–30% wind decline across large parts of Europe under SSP5-8.5. Offshore: −0.8 m/s under RCP8.5. Under realistic climate projections, wind energy can provide no more than 11–18% of NZE, not 28–42% as the mainstream assumes.
Blade recycling is impossible (US DOE, ACP, Bloomberg, MDPI): the composite structure cannot be broken down without downcycling. Millions of tonnes of blade waste per year by 2035.
Solar degrades the soil the biosphere needs. A peer-reviewed seven-year study in central Italy (Harvard ADS):
Organic carbon: −61% beneath panels
Total nitrogen: −50%
Microbial activity: dramatically reduced (CO₂ effluxes halved)
Heavy metals (Se, Sr, Li, Ni, Ba) accumulate
For 55 TW of solar PV = 1.1 million km² of permanently degraded soil. With 3× overcapacity for seasonal variation: 3.3 million km²—more than India. If 40% is placed on cropland: 440,000 km² of permanently degraded agricultural soil, more than France and Spain combined.
Rooftop installations create fire hazards. UK roof fires caused by solar panels: +133% between 2022 and 2025, growing twice as fast as installations (QBE Insurance). BIPV has a 20× higher fire probability than rooftop-mounted systems (Fraunhofer ISE). FRISSBE estimate: 29 fires per GW per year. In 60–90% of cases, the cause is DC arc faults reaching 3,000°C and not self-extinguishing. Firefighters cannot de-energize panels as long as light is falling on them.
Nuclear power: necessary but not a foundation
Uranium reserves (IAEA/NEA Red Book 2024): 7,935 Mt U recoverable at up to $260/kg. For 9,140 GW of nuclear capacity (needed for 72,000 TWh entirely via nuclear): consumption is 1.83 Mt U/year. Reserves exhausted in 4–19 years.
Average construction time 2015–2024: 9.4 years (World Nuclear Industry Status Report 2025). To reach 9,140 GW by 2050: 366 reactors per year worldwide. Historical peak: ~30/year. That is 12× the historical peak, sustained for 25 years. Outside a wartime economy there is no precedent.
Breeder reactors (Gen IV) and thorium could increase effective uranium utilization by a factor of ~140. China’s CFR-600 and TMSR-LF1 have been operational since 2023. Europe and the US have not deployed them. Realistic nuclear share of global electricity in 2050: 15–25%—a necessary component, not a foundation.
What the Earth did: 3% for 300,000 years
Over 800,000 years, CO₂ varied between 180 and 280 ppm (Imperial College Grantham, IPCC AR4, British Antarctic Survey 2024). Holocene minimum: 260 ppm around 7,000 years ago. C3 plants have a starvation threshold of ~150 ppm. At 180 ppm they are already under severe stress. The Earth brought itself to the physical boundary at which land-based life could just barely exist. Below 180 ppm, plants died.
The mechanism: peatlands (UNEP Global Peatlands Assessment, IUCN, FAO):
3–4% of the land surface (~500 million hectares)
500–700 Gt of carbon stored (44% of all soil carbon)
Twice the carbon of all forests worldwide
Net sequestration: 0.37 Gt CO₂/year
Three percent of the land surface did the work for 300,000 years. Plus ocean uptake, plus forest cover. The system balanced itself at the biological lower limit.
What we have done: in 150 years, we have raised CO₂ from 280 to 425 ppm. We have drained 10–20% of peatlands. Degraded peat now emits 1.91 Gt CO₂/year—from sink to source.
The real solution: 100–200% negative emissions
Emissions reductions alone are physically insufficient. Net zero stabilizes at 425 ppm—all the consequences described above continue. The curve must reverse, not flatten.
100% negative: removal = 2× emissions = 80 Gt CO₂/year. Return to 350 ppm in ~15 years. To 280 ppm in ~30–40 years.
200% negative: removal = 3× emissions = 120 Gt CO₂/year. To 280 ppm in ~15 years.
The operational route exists. Juncao (C4 grass) with Moringa as a nitrogen fixer at the equator yields 250–300 tonnes of CO₂/ha/year under optimal conditions. The hydrolysate is injected at a depth of 1.2 metres outside peat layers—direct soil-carbon sequestration without a combustion route or gas-phase storage.
Calculation for 100 Gt CO₂/year net removal:
At 275 tonnes CO₂/ha/year: 363 million ha
At 400 tonnes CO₂/ha/year (genetic optimization): 250 million ha
At 500–600 tonnes CO₂/ha/year (further optimized): 170–200 million ha
For 200 Gt CO₂/year: 330–730 million ha, depending on the stage of optimization.
For orientation: the Sahara = 900 million ha; globally degraded and marginal land = ~2 billion ha. Both figures fit comfortably within the physical space available.
Financing through a source-level certificate rule: fossil and embedded-carbon products include CO₂ certificates at the point of sale. Certificate demand automatically finances the biomass belts. No reliance on subsidies. Cost reduction from €150–300/t to €40–50/t. Material efficiency 10–100× higher than electrification per tonne of CO₂ avoided.
This is exactly what the Earth did with peatlands for 300,000 years, accelerated to what the crisis requires.
Why it nevertheless does not happen
The climate crisis is no longer primarily a physical problem. The physics is known. The calculations work. The solution exists.
What the climate crisis is now is a political-economic problem packaged as a scientific one.
The standard verification for permanent carbon credits requires 100 years of monitoring (Verra, Gold Standard, CORC). This makes operational scaling within a climate-relevant timeframe impossible. The threshold operates asymmetrically: existing players had their practices validated 30 years ago under less stringent standards. Those validations still apply. New pathways must comply with standards that no one has ever met at the required scale. The burden of proof is reversed: prove that it works, while existing pathways continue until they are proven to fail.
The validated pathways are validated because they serve existing interests:
BECCS was recognized not because it works, but because it legitimizes existing fossil infrastructure. The combustion route fits the existing energy system.
Direct Air Capture gained validation because it fit the oil industry. Occidental Petroleum links DAC to enhanced oil recovery—the credit covers the oil emissions.
Reforestation legitimizes forestry companies. Mortality during heatwaves or fires is irrelevant for credits already issued.
Each point is defensible. Taken together, they amount to the systematic exclusion of what actually works.
An opinion stated plainly
The mainstream climate strategy does not work. Emissions reduction through electrification runs into resource limits that far exceed existing reserves. Full decarbonization is physically infeasible without returning to global energy consumption levels from before 1900 or suffering catastrophic demographic collapse. Wind loses its own driving gradient through the warming it was meant to solve. Solar degrades the soils the biosphere needs to function. Batteries require mining on a scale that is itself ecologically destructive, and geopolitically lies in the hands of states that are not reliable partners. Net zero is obsolete before it is achieved, because it accepts 425 ppm as the end state—exactly the concentration that causes circulation collapse.
The real solution is 100–200% negative emissions through accelerated biological carbon storage. It works. It is calculable. It fits within the Earth’s physical space. It aligns with what the biosphere has done for 300,000 years. It requires no 20% CAGR scaling-up of copper mining, no colonization of the Congo for cobalt, no Chinese monopoly on rare earth metals, and no 366 nuclear reactors per year. It requires land, biomass, water, sunlight, and human will.
Why, then, does it not happen? Because current climate policy has been captured by the industries that caused the crisis. Fossil-fuel companies fund DAC research because it legitimizes their business model. Bioenergy companies promote BECCS because it preserves their combustion infrastructure. Solar and wind companies block discussion of their own physical limits because their share value depends on it. Certification bodies demand 100-year verification for new pathways while existing pathways continue operating under standards that are 30 years old. Climate scientists publish within peer-review structures that protect the established consensus. Politicians write Green Deals that subsidize exactly the industries whose interests are at stake.
The climate crisis will not be solved by this system. This system is the problem.
What happens instead is this: the physics continues regardless of what people decide. The polar region shrinks. The gradient contracts. The jet stream meanders. The blocking high-pressure system remains over Europe. The rain does not fall. The Amazon tips. The Ogallala dries up. The Sahel migrates. The Himalayas melt. Every month lost to reaffirming current climate policy is a month in which the reversible phase of this crisis becomes shorter.
Somewhere between 2027 and 2045, the system tips into irreversible mode. What happens after that point can no longer be influenced by policy—it is simply physics unfolding. Food security breaks first, in the breadbaskets. Migration pressure becomes an order of magnitude greater than current debates can handle. Insurance markets collapse. Political institutions become overloaded and fail as they have historically always failed under simultaneous stress: through authoritarian reflexes, armed conflict, and internal fragmentation.
What remains then is what people have built on the ground. Not what was certified. Not what received subsidies. Not what was peer-reviewed in the journals that protected the established consensus. What operationally exists on the day the system fails.
That is how transformations have historically unfolded. Rome did not fall through internal reform. The colonial order did not end through negotiation with the colonial powers. The USSR did not collapse because of Politburo meetings. The Bronze Age Collapse was not solved by palace administrations. Systems fail under external pressure, and what comes after the fall emerges from what already existed outside the failed system.
The climate solution will not come from COP conferences, EU Green Deals, or climate ministries. They have shown that they cannot do it. It will come from people who have understood the physics and done what was necessary, regardless of whether it was politically acceptable when they began. That is the pattern of every real transformation in human history.
Physics always ultimately defeats politics. Just not on the timeline politicians want to acknowledge.