"All this occurred against the background of what has come to be
called Peak Oil, the turnaround point in global oil production, and
indeed the all-time high-point of world oil consumption, ***which can
be dated precisely now (in the rearview mirror) as having topped
absolutely in July of 2006***...

The Disinformation Society - James Kunstler
Tuesday, 11 September 2007

One question that readers ask me often is why the mainstream media is
doing such a poor job of reporting the nexus of the global energy
emergency and the turmoil in global finance. I maintain my "allergy"
to conspiracy theories. There isn't any clique of top-hatted Wall
Street biggies with monocles joining with with gray-suited CIA-types
to intimidate editors with tongs and electrodes. American culture has
become self-dis-informing.

As my friend Peter Golden (blogger at Boardside) puts it so well:

"When people lie, they know they are doing something wrong. But when
they just make things up, there's no consciousness of right or wrong
at work. It seems morally okay to live in a fantasy world — and this
is much more pernicious to the public discourse than lying."

My friends, who are mostly ex-hippie, yuppie progressives, have been
locked in prayer to exorcise the evil spirit of George W. Bush for six
years, but they fail to recognize a more comprehensive failure of
leadership in every sector of American life, and especially in the
ones where a lot ex-hippies-now-yuppies run things. Our political
leadership may be deplorable, but so is our leadership in business,
education, the arts, and especially the media.

The poster child for this is The New York Times. In their reporting on
the world oil situation, they have consistently and uncritically
swallowed the public relations handouts of Daniel Yergin's Cambridge
Energy Research Group (CERA), a wholly-owned PR shop serving the oil
industry. Laziness doesn't even explain this. It's bad editorial
leadership. It's a failure to ask the important questions.

On Friday, the oil futures markets closed a dollar-and-change away
from the all-time record high price (the same day the Dow Jones
Industrial Index fell 250 points.) Today's (Monday's) lead headline in
the NY Times Business Section is "Disney to Test Character Toys for
Lead Paint." Well, I hope we get that situation straightened out so
that civilization can continue with a full supply of Disney action
figures under the Christmas trees — and forget for a minute whether
Grandma will be able to drive to the WalMart in December, or whether
WalMart will be able to keep the diesel tanks filled for their
"warehouse-on-wheels, or whether both Grandma and the Assistant
Manager of her local WalMart are three months in arrears on their
re-set mortgage payments, and maxed out on their Discover cards...

To me, there seems to be an obvious correlation between the current
failures in the financial markets — in particular the credit sector —
and the gross failure of leadership across the board in American life.
Ultimately, credit depends on legitimacy, and so does authority. They
are tied together. For years, both have been immersed in fantasy
rather than reality.

How does one otherwise account for the remarkable disappearance of
standards in lending among the human beings who lead banking
institutions? All the banking executives didn't wake up one morning
missing sixty IQ points. And yet neither can one say that they all
woke up one morning with evil intentions to work wickedness in the
world. They simply became subsumed in a fantasy that there was no
material difference between borrowers with a proven ability to pay
back loans and borrowers with no record of credit-worthiness. And they
got rid of the problems that might have ensued by selling off
wholesale bundles of good-and-bad loans to willing buyers (other
banking executives) further down the line, who in turn sold
certificates representing these bundles to willing executives in
pension groups and money markets. It became normal. It was justified
at the tip-top of American leadership by the Explainer-in-Chief saying
that it was a good thing for as many Americans as possible to own
their own house.

Did the American media report on this chain of dangerous fantasy? Not
in the least. They were simply mesmerized by the amazing, supernatural
rise of nominal house prices, and the fantastic flow of paychecks from
the production home-builder's payroll offices, and the fabulous
cash-out re-fi's that sent streams of revenue to the Crate-and-Barrel
furniture outlets, and the Williams-Sonoma catalog headquarters, and
the plastic surgery parlors.

All this occurred against the background of what has come to be called
Peak Oil, the turnaround point in global oil production, and indeed
the all-time high-point of world oil consumption, which can be dated
precisely now (in the rearview mirror) as having topped absolutely in
July of 2006 — the exact moment, incidentally, that a gigantic pin
first pierced the outermost molecules of the soapy film that held the
housing bubble together.

Oil production (all liquids, including natural gas byproducts, tar
sands, what-have-you) are down now by more than a million barrels a
day. We've only experienced it so far in the juddering rise of oil
futures prices. Over this brief period of time since the absolute
peak, the losses of supply have been yielded in the world's poorest
societies, who simply drop out of bidding for oil supplies.
[...]

In Full: http://www.atlanticfreepress.com/content/view/2373/81/

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