Blain’s Morning Porridge August 10th, 2026“When the evil of a snowflake in June could still be the source of relief…” 2026 looks likely to be the warmest year ever. Oceans are charged with energy to drive ever larger storm systems. Wildfires and droughts are ravaging the land. What if this is only the beginning? What if the climate is about to stage a chaotic breakout? Just how resilient will humanity be to a war with an implacable enemy that will give no quarter? What might it mean for the economy?Key TakeawaysHumanity is ingenious and great at innovating – which has historically made us robust and resilient to the challenge of conflict.Nations can win wars through force or diplomacy, but no one can negotiate with physics to turn around Climate Change.Defence and Climate Mitigation are linked – defence against aggression, and protection for a changing environment are economic costs.The economic consequences of climate change will be huge – and therefore tremendous economic opportunities.The big themes will include water, cooling, energy, food, drought and resilient infrastructure.Climate mitigation may be a war that is never won, but one we learn to live with.You can read the Morning Porridge by subscribing on ⁠www.morningporridge.com⁠, and have it delivered fresh to your inbox every morning!

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