Have any of you researching the falling rate of profits
thought about the possibility that one of the counteracting
tendencies which Marx did not see is the so-called fossil
fuel bonanza, i.e., the fact that energy has been incredibly
cheap all through the industrial revolution, and got even
cheaper since then with the move from coal to oil and
natural gas?  This is not sustainable and we are reaching
the end of the era of plentiful cheap energy (and with it
all other natural resoures) just now.  I like to think that
for this reason, both absolute immiseration and falling rate
of profits will be much more in evidence in the future than
it has been in the past.  I realize that at this point this
is a wild hypothesis which needs much more research which I
have not done and will not do.  I'd like to throw it out
here anyway because the general taboo around climate-change
related issues may have prevented a critical mass of
researchers from asking questions which seem obvious to me.

Here is a 1981 paper making this point for the post WWII
period: Michael Bruno, "Raw Materials, Profits, and the
Productivity Slowdown", NBER Working paper 660R, December
1981, http://www.nber.org/papers/w0660.pdf later published
in the QJE, http://www.jstor.org/stable/1885718

Here are my notes about the Bruno paper, written over 20 years ago:
Much of what had been measured as productivity increases was
in fact substitution away from capital and labor into energy
which became relatively increasingly cheaper.  Therefore he
also attributes the slowdown in productivity to energy
prices, and can even explain the different national
experiences (U.S., U..K., Germany, Japan) by different
behavior of the energy prices due to exchange rates.  The
usual approach to growth could not detect that, since they
used only two factors of production, and also since the use
of price deflators buries the evidence again.

Hans G Ehrbar
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