THAT LIGHT AT THE END OF THE TUNNEL MIGHT BE A PROBLEM

“How inappropriate to call this planet Earth, when it is clearly Ocean.” Arthur C. Clarke

2026 has already been one for the records. In the western US, the lowest snowpack on record in many sub-basins of the Colorado River. A week of 80˚ F days in March in Colorado’s high country left May and June with some of the lowest rivers in history. A withering snowpack that threatens to crash Lake Powell, the nation’s second largest man-made reservoir to a level that prevents hydroelectric generation (it sits today at 23.5% of capacity), while the largest of the reservoirs on the Colorado, Lake Mead, faces the same fate at just 35% of capacity. One consequence: Arizona faces up to 77% cut of its entitlements from the Colorado River.

The top ten hottest years of record for our Earth have occurred, you guessed it, in the last ten. A recent report from the European Centre for Medium-Range Weather Forecasts  (ECMWF) confirmed what the NOAA sea-buoys have reported. The Pacific surface temperatures in the El Niño Southern Oscillation zone that stretches from the central Pacific to the coast of central and South America are projected to rise 5.4˚ F above average by December. Some projections are 25% higher.

Photo Credit: NOAA Satellite Imagery

Water planners, farmers, ranchers, and wildfire responders in the western U.S. are seeing a light at the end of the tunnel with projections of a cooler and wetter late summer and fall. But too often, that light at the end of the tunnel turns out to be a train barreling toward you. The fear of many is that this El Niño will not bring meaningful relief but will be more akin to throwing lighter fluid on a world already on fire.

Bear with me if you heard this before from me. Heat is energy. The warmer the atmosphere, the more energy in the atmosphere. A super-charged atmosphere results in stronger storms and wilder swings between drought and storms. A strong El Niño is disruptive: The typical pattern is extreme drought in areas like the US Northwest, Australia, southern Africa, and Indonesia while other areas like the southern U.S., South America and North Africa face extreme precipitation events. Why? A significant part of that excess heat stored in the sea is released, raising the  temperature of the patient, and remember, the last ten years have been the hottest ten years on record for the Earth.

Buckle up.

 

CHARGING INTO THE FUTURE BLIND

“We can easily forgive a child who is afraid of the dark; the real tragedy of life is when men are afraid of the light.” Plato (c. 380 BC)

The World Meteorological Organization (WMO) has assigned an 80% chance of a strong El Niño event commencing in the late summer with a 96% chance that the El Niño will continue into early 2027. El Niños (warming phase) and La Niñas (cooling phase) are natural cycles that alternate roughly every 3-7 years. What makes this one special is the abnormally intense heating of the Pacific equatorial region.

A strong El Niño can disrupt weather patterns worldwide. Typically, the greatest effects are felt in equatorial nations in Central and South America, Africa, and Australia. The southern US states typically are wetter while the Northwest and Ohio Valley are drier and warmer. For the Rockies, that store snowpack and feed the major rivers in the country, it has always been a crapshoot. Sometimes the effects go just south of the state, other years the state is hit. The El Niño of 1982-1983 brought the “blizzard years” to Colorado in the winter of 1983-1984, leaving the state with record snowfall…over 400 inches in many places.

While such a winter is welcome to skiers, it can be deadly and costly to most locales and El Niño’s flipside, extreme drought in areas and record flooding in others, complicates an already stressed ecosystem. These effects translate to crop disruptions, heat stress, famine, and impacts on commodity costs that are already elevated due to Middle East energy disruption. The effects can be felt across the spectrum from commodity costs to insurance premiums.

Advance warning and prediction are a fundamental tool for preparedness and resiliency.

In the Atlantic, the Atlantic Meridional Overturning Current (AMOC) is slowing. This is the ocean’s massive conveyor belt that brings warm salty water from the equator north to Iceland and Europe where it cools, sinks, and returns. It regulates weather, distributes nutrients for marine stocks, and absorbs carbon. Without the AMOC, scientists predict areas of Canada, North America and Europe could have temperatures fall as much as 18-50F degrees. A catastrophic potential, however small.

Seventy percent of the Earth’s surface is covered by oceans. The oceans’ actions and interactions are directly related to weather, climate, coastal zone flooding, extreme weather such as typhoons and hurricanes, and impacts to water and sewer infrastructure (40% of the US population lives in the coastal zone).  Having data, science, on what the ocean is doing is fundamental to anticipating, preventing, and coping with the effects of nature on our lives.

In the midst of needing to know more, not less, blindness sets in. The administration announced its intent to dismantle a critical deep ocean buoy monitoring network composed of 900 buoys that are a part of the Ocean Observatories Initiative that began full operations in 2016. The system cost over $370 million to install and was to have a lifespan of thirty years. The annual operation cost of the system is only $48 million. The cost to dismantle the relatively new system? More than its original $370 million cost.

The WMO and NOAA admit that removal of the buoys will reduce the accuracy of weather forecasting and drought preparedness.

Why, when the economics do not support any savings? Logic doesn’t play into the equation. It is cultural. To have data that might frame an issue one disagrees with is not a good reason to eliminate the data. America has always been a country of science, technology and an attitude that it can be better through education and solving the hard problems. Bright minds are to be celebrated not deterred. If we don’t, we risk fulfilling Bejamin Franklin’s famous saying: “We are all born ignorant, but one must work hard to remain stupid.“

 

A PERFECT STORM FOR FARMERS & RURAL AMERICA

"The farmer is the only man in our economy who buys everything at retail, sells everything at wholesale, and pays the freight both ways." — John F. Kennedy

American farmers and ranchers have a tough time in good years. 2025-2026 have set the stage for making their life far worse, and by extension all of our lives a bit harder. I can’t recall another time when there have been so many barriers to the success of the American farmer and rancher:

1.    Budget Cuts: Since January 2025, the Department of Agriculture has been gutted, both in workforce (24% job cuts) and dramatic cuts to grant funding and low interest loans that farmers and ranchers rely on, such as NRCS funding;

 2.    Tariffs and Trade Wars: Tariffs drove up equipment and material costs, and slashed the number of buyers for crops (like China and Canada);

 3.    Immigration Policies: Farm labor has taken a hit;

 4.    War: The Iran war has driven up the cost of inputs such as diesel, fertilizer and even seed (some peg the war’s impact to fertilizer cost at nearly 400%); and

 5.    Drought: Almost 2/3 of the lower 48 states are now in drought. The Southwest and Southeast are particularly impacted. The entire state of Colorado is in drought with a majority being in extreme or exceptional drought.

One can’t exaggerate how significant the current year drought is in the Southwest. The Colorado, Green, Platte, Arkansas, and Rio Grande Rivers originate in Colorado. These rivers flow through 19 states (and two feed the Mississippi). As snowpack dwindles, so do the rivers.

 As the chart shows below, Colorado’ water availability is literally in unchartered territory (the black line is where we are; the green line is where we would be in an average year; and the redline is the lowest of record until this year):

While four out of five of these roadblocks are self-inflicted wounds, all five impediments are coming together to challenge the most honorable of professions: Farming and ranching.

Not much can be done about the impact of drought in the short term. One thing is clear, with the rise in global temperature, the atmosphere holds an exponentially greater amount of energy and that energy translates to stronger storms and more severe droughts. It’s volatility. As my Substack last week noted, 75% of registered voters view climate change as real and want steps taken to lessen the impacts.

The questions in the short term are can the American farmer and rancher hang on and how can they be supported? Better policy and eliminating trade barriers that interfere with the free market would be a start.

We are all in the boat with the rancher and farmer. Unlike any other profession, every American relies on the success of the farmer and rancher to keep the dinner table filled and groceries affordable. No one can afford another farm crisis like the 1930s and 1980s. We should all take steps to ensure that doesn’t occur.