Wednesday, September 2, 2015

Self-Delusion as big as Texas

The last thing I wish to do is awaken someone that's high on God knows what, and taking a psychedelic trip to the Shangri la-la-land of his delusion. But that's what I must do to respond to an article that came under the title: “The Saudis Gambled and Texas Won” and the subtitle: “Energy innovators across the U.S. will always beat those who bet against capitalism.”

The article was written by Glenn Hegar and published on September 1, 2015 in the Wall Street Journal. In it, the author articulates the following point: Saudi Arabia took a big gamble, betting on a strategy that was flawed in that it challenged capitalism, which is why Saudi Arabia has already lost.

But the truth is that Saudi Arabia did not take a gamble, did not bet on any strategy, did not challenge capitalism, and did not lose anything. In fact, Hegar himself says what the goal of the Saudis has been all along; to “protect their market share...” And this means protect it against everyone; not just America or Texas, for that matter. So then, how did the fuss arise? It arose because right after that last statement, Hegar went on to say this: “...and kill America's energy renaissance.”

Where did he get that from? Believe it or not, he didn't get it from anything that the Saudis said or did. Instead, he “connected the dots” and reached that conclusion all by himself … perhaps with a little help from the psychotropic whatever that has taken control of his mind. Here's the dot from where he starts drawing the connecting line to the other dots: “The conventional wisdom was that energy producers in shale formations would be squeezed by low prices.” Conventional wisdom, he says.

The hallucinogenic whatever must have kicked in at this point because he goes on to assert: “So, surely, once that happened Texas would be in serious trouble.” And this was his cue to rush and connect the first dot to the second, which is this: “Columnists at the New York Times and elsewhere said the 'Texas miracle' was fading, or even dead … and some of them seemed happy about it.” Conventional wisdom to columnists; it makes sense.

Maybe that's why he has the last laugh. As well, the second point easily connects to the third, which is this: “An interesting thing happened on the way to the collapse of the Texas economy – it didn't collapse.” Why not, Glenn? Why did the Texas economy not collapse? And he tells you why. However, I must warn of something: are you, my friend, ready to be shocked by an absurdity the size of Texas?

Here is a modern Don Quixote who battled the Saudis and the NY Times columnists, now telling you it was all a joke. Yeah, that's what he says. Just look at his explanation as to why the Texas economy did not collapse: “Dallas and Austin are booming, but not because of oil and gas.” What? The poor guy … his last laugh didn't last long enough to be last for long. That's because everyone is laughing at him now.

But that's not how he sees things. In his mind, he's the only one laughing, and that's because: “What the Saudis and the naysayers closer to home seem to have forgotten is that the free market is the greatest incubator of technological innovation.” Well, I have news for you, Glenn Hegar. It is that long before there was an America dabbling in the practice of free market, there were Arab nomadic tribes moving goods and services back and forth along the entire route between the Far East and Western Europe.

Be advised that the free market system is as much an Arab invention as swagger is an American trait. There would not have been a European Renaissance were it not for the Arabs reintroducing into Europe the classic Greek civilization, as well as the technologies and philosophies of the Orient.

By now the psycho-substance in Hegar's system must have worn itself out because he seems to have come down to Earth. And so he says this: “An extended period of below-$40 prices – if that's what's ahead – will have an effect on the industry and many families will have to endure layoffs. Weaker players will go out of business. The oil industry may never be the same.” That's refreshing.

But then he surprises you with this: “OPEC's [not Saudi Arabia's this time] gamble to kill American innovation was a short-term strategy without an end game … It is never wise to bet against capitalism, especially in Texas.”

The poor thing; he's back at it again. Wake up, Glenn! Can't you smell the coffee?