Chapter 2 / Analysis
Chapter 2 № 02 · 2025

Fossil Materials and Modern Civilization

The convenience of modern life is material made from oil.

Almost All of Your Life Is Made of Oil

You wake up. You rise from polyester sheets. You brush your teeth with a plastic toothbrush. You put on nylon clothes. You step into shoes of synthetic rubber. You pick up a smartphone in a polycarbonate case. You walk on an asphalt road. You take food out of a polyethylene bag. You eat a lunch packed in a polypropylene container.

Where in this day is "oil"? Everywhere.

Everyday materials made from oil:
Naphtha → ethylene → polyethylene (shopping bags, cling film, containers)
Naphtha → propylene → polypropylene (food containers, car parts)
Naphtha → benzene → nylon, polyurethane (clothing, insulation)
Naphtha → styrene → polystyrene (foam, food trays)
Naphtha → PET (bottles, polyester fiber)
Naphtha → PVC (pipes, window frames, cable sheathing)
Heavy fraction → asphalt (roads)
Heavy fraction → lubricants (the motion of every machine)
By-product → paraffin (candles, cosmetics, drug coatings)

Plastic is usually discussed as "a disposable product that is bad for the environment." That is only the surface of the problem. The real problem is that the infrastructure of modern civilization itself depends on the material function of fossil resources.

The Essence of the Plastic Problem Is "Irreplaceability"

"Let's quit plastic," "de-plasticize" — this debate treats plastic as one option among several. Switch to paper. Switch to bamboo. Switch to glass.

Structurally, though, there is a mass of uses in which plastic cannot be replaced.

Use Why plastic The reality of substitution
Medical devices (syringes, tubing, blood bags) Sterilizable, light, single-use prevents infection Glass is heavy and breaks. Metal is costly. No realistic substitute
Food packaging Airtight, light, cheap, non-reactive with food Paper fails against water. Glass is heavy and raises transport cost. Partial substitution only
Cable sheathing Insulating, flexible, weather-resistant Rubber degrades fast. No substitute
Water and sewer pipes Non-corroding, light, long-lived Metal pipe corrodes. Ceramic pipe is heavy and brittle. Large-scale substitution is unrealistic
Car parts Lighter weight (fuel economy), freedom of molding Making everything in metal raises weight and cost
Semiconductor photoresist Indispensable for forming fine patterns No substitute. Chip manufacturing stops

"De-plasticizing" talks about shopping bags and straws. But quit the plastic in medical devices, cables, water pipes, and semiconductors, and civilization stops.

The structure of the plastic problem: The surface problem: environmental pollution by disposable plastic (bags, straws) The essential problem: the infrastructure of modern civilization does not work without plastic The unseen problem: the raw material of that plastic (naphtha) comes from oil refining

Big Companies Exist Because Fossil Resources Exist

Today's big companies — Amazon, Apple, Toyota, Walmart — stand on the infrastructure of fossil resources.

The fossil dependency of the infrastructure behind big companies:
Logistics: diesel (trucks, ships) + asphalt (roads) + plastic (packaging)
Manufacturing: naphtha (component materials) + lubricants (machine motion) + synthetic rubber (seals, belts)
Communications: PVC (cable sheathing) + photoresist (semiconductors) + optical-fiber coating
Food: polyethylene (packaging) + sulfur (fertilizer) + naphtha (pesticide feedstock)
Construction: asphalt + PVC piping + insulation (polyurethane) + paint

Amazon's next-day delivery does not exist without asphalt roads and plastic packaging. Apple's products cannot be made without semiconductor photoresist and polycarbonate housings. Toyota's cars do not run without synthetic-rubber seals and lubricants.

Big companies call themselves "technology companies" or "manufacturers," but structurally they are "processors of fossil resources." Take away the material function of fossil resources and their business models collapse.

Going All-EV Is Reckless

"Make every car electric and oil will no longer be needed" — this idea ignores the structure of refining.

The structural fact of refining:
Plastics, medical devices, and fertilizer feedstock need naphtha
→ naphtha comes only from refining crude
→ refine crude, and gasoline, diesel, and fuel oil come out at the same time
→ as long as materials are needed, refining cannot stop
→ the fuel that comes out has to be used. It cannot even be thrown away

Diesel cannot be electrified on the demand side either. Heavy trucks (battery weight slashes payload), container ships (physically impossible to electrify), construction machinery (high load, long hours), farm machinery (no charging infrastructure in the field) — none has a realistic path to electrification. *It cannot be electrified on the demand side, and it always comes out of refining* — diesel will not disappear, for two reasons at once.

Gasoline, too, comes out of refining. Make every passenger car an EV and the gasoline that comes out has nowhere to go — it is hazardous and cannot be dumped, so fuel with no destination keeps piling up. *Under the present supply chain*, a hybrid car is the rational choice that uses up the gasoline that comes out at high efficiency (it burns more fuel than an EV, but wastes no refining by-product, and with its smaller battery eases the resource constraint on lithium and cobalt).

Going all-EV erases the destination of the gasoline that refining must produce, and then generates electricity separately to drive on — *a double investment in energy.* Why, then, does the push for all-EV go on? The same picture of money allocation as in the previous chapter explains it. Vehicles, charging networks, batteries — *all of it is "a measure you buy," and there is no shortage of people pushing it.*

This, however, assumes "the refining structure as of 2026." What cars should be on a 20- or 30-year horizon is a question this chapter does not answer.

A further structural fact: Today, petrochemical feedstock is about 16% of world oil demand (IEA, 2025); refining pays for itself on the other 80-odd percent sold as fuel (gasoline, diesel), and the chemical feedstock is supplied cheaply "on the side." If fuel demand falls sharply, oil will be refined for material uses alone, and *the cost of refining leaps several-fold.* The price of naphtha soars, and plastics, medical devices, fertilizer — everything — soar with it.

The question is not "gasoline car or EV." It is *how far the substitution of materials (bio-materials) has come.* Only once bio-materials can replace naphtha does the option of shrinking oil refining appear. The order is backwards.

Here it becomes visible how wrong past climate policy has been.
"Don't burn oil" → EVs and renewables were the mainstream.
But as long as materials depend on fossil feedstock, refining cannot stop.
Leave the fuel unused and generate electricity separately to drive on — a double investment,
the result of looking only at CO2 emissions and not at the structure of materials.
Climate policy should have begun not with "don't burn oil" but with
"change the structure that makes materials depend on oil."

Fossil Resources Are Finite — Depletion Is Unavoidable

As long as materials are needed, refining cannot stop — that is the present structure. But the structure itself does not last forever — because fossil resources are finite.

Oil's reserve life: about 50 years on proven reserves, 100–150 years including new discoveries. But depletion does not arrive all at once; the cost of extraction rises year by year. The cheap fields are exhausted first, leaving deep sea, polar regions, and oil sands — costly, and heavy on the environment. *Before oil "runs out," it becomes "too expensive to use."*

Natural gas is the same. Ammonia, the raw material of nitrogen fertilizer, is made from natural gas, and natural gas too has a reserve life of about 50 years. *The era when fertilizer feedstock is "too expensive to buy" comes before depletion.* A geopolitical shock like the Hormuz crisis fast-forwards this process in an instant — a blockade or an airstrike sends costs leaping overnight.

The question is not "whether fossil dependency ends," but "whether a substitute exists when it does."

Fossil Resources Themselves Were Once Plants and Microbes

Here let us confirm the most basic fact underlying this chapter's argument.

Fossil resources are past plants and microbes themselves.

What fossil resources really are:
Oil → marine plankton (algae and zooplankton) of hundreds of millions of years ago, deposited
and transformed underground by heat and pressure
Natural gas → likewise, marine and terrestrial organic matter decomposed and transformed
Coal → the forests of the Carboniferous, about 300 million years ago (ferns, gymnosperms), deposited and transformed
Phosphate rock → deposits of the bones and excreta (phosphates) of marine life
Potash → the evaporite salts of ancient seas and lakes (the biosphere is involved here too)

So when we use "things made from fossil resources," *we are in fact using substances made by plants and microbes hundreds of millions of years ago.* Plastics, synthetic fibers, chemical fertilizer — trace their origin and you arrive at ancient algae and ferns.

What the fossil age really is: The fossil age = the age of drawing down the materials that past plants and microbes stored The bio-material age = the age of using the materials that present plants and microbes make The only difference is the time axis. The supplier of materials is the same — plants and microbes.

The implication is large.

The shift "from fossil resources to bio-materials" is in fact a shift *"from the biological materials of the past to the biological materials of the present."* It is not a change to something entirely different; it is having the same biological synthesis performed in the present tense. The Earth has always made materials this way — after spending several hundred million years of inventory in a hundred years, we simply return to the production line that is still running.

And whether present plants and microbes can make the same materials as their predecessors *depends on the diversity and health of present plants and microbes.* Preserving plant varieties that are being lost, restoring soil microbes (regenerative agriculture), securing places to grow diverse fungi and algae, refining the techniques that put photosynthesis and microbial fermentation to use — these are direct preparation of the material infrastructure of the post-fossil world.

In an age when naphtha-based materials are no longer available, there are only two sources of material. Microbes and plants — bioplastics (PHA by microbial fermentation), bacterial cellulose, mycelium (insulation, packaging, building material, leather substitute), cellulose and lignin (wood, hemp, bamboo), natural rubber, plant oils, starch, microalgae (cultivable while absorbing CO2).

Fossil resources were the savings box of biological capital that the Earth filled over hundreds of millions of years. We are spending those savings in a hundred years. What is needed next is not new technology, but regaining the environment in which present living things can do the same work.

The Honest Limits of Bio-Materials

Here something must be said honestly. *The move to bio-materials is not easy at all.* At present, bio-materials are no comprehensive substitute for petrochemical products.

The structural problems of bio-materials: Cost — bioplastic (PHA) costs several times as much to make as oil-based plastic. Mass production does not easily close the gap. Scale — the world makes about 400 million tonnes of plastic a year (2022, Plastics Europe). Bioplastics are under 1% of it (European Bioplastics). A hundredfold scale-up is impossible in 10–20 years. Performance — in many uses they fall short of oil-based plastics in heat resistance, strength, and durability. There is at present no substitute for medical devices or semiconductor photoresist. Land — growing biomass feedstock needs farmland, competing with food production. Energy — fermentation and refining consume vast energy. The paradox of burning a lot of energy to get "off oil."

These are not "technical problems that will be solved in time." They are physical and biological constraints. The growth rate of microbes does not match the throughput of a chemical plant. The growth rate of plants does not keep up with the growth rate of demand.

One More Fatal Limit — Bio-Materials Themselves Depend on Chemical Fertilizer

Beyond the five constraints above lies the most serious one. *The raw materials of bio-materials are farm products, and today's farm products cannot be grown at scale without chemical fertilizer.* And chemical fertilizer is made from fossil resources themselves.

The fossil dependency of the fertilizer that grows bio-materials:
Nitrogen fertilizer (urea, ammonia) ← natural gas (Haber-Bosch process)
Phosphate fertilizer ← phosphate rock (about 70% of reserves in Morocco and Western Sahara, USGS) + sulfuric acid + natural gas
Potash fertilizer ← potash ore (Russia and Belarus produce about a third of the world's, USGS)
Pesticides (insecticides, herbicides, fungicides) ← mostly phosphorus compounds and petrochemicals
Seed treatments and spreaders ← petrochemicals and surfactants

So the scenario "replace fossil resources with bio-materials" carries a self-contradiction: *to grow the bio-materials, you put in fertilizer and pesticides derived from fossil resources.* As fossil resources thin, the agricultural base for making bio-materials thins at the same time.

The structure that thins twice: Fossil resources → naphtha → petrochemical materials — thinning Fossil resources → chemical fertilizer → large-scale agriculture → bio-material feedstock — thinning at the same time

And for phosphate fertilizer, the supply constraint from 2027 on is already in view (China's export halt of March 2026, the blockade of the Strait of Hormuz, peak phosphorus). The fertilizer constraint bites before the time frame in which mass production of bio-materials is supposed to get going.

The details are argued in the separate series link:/en/phosphorus-and-farming/[Phosphorus Depletion and Natural Farming], but the conclusion alone is this:

The scenario "mass-produce bio-materials as the substitute for fossil resources" holds only if a cropping system that does not depend on chemical fertilizer (regenerative agriculture, natural farming, mycorrhizal symbiosis) can be established at the same time.

This is not "a desirable extra" but a necessary precondition. Restoring soil microbes, rebuilding mycorrhizal networks, using PSB (phosphate-solubilizing bacteria) — until these get going, the bio-material scenario does not get going either.

Where Bio-Materials Cannot Substitute — Cars, Data Centers, Fusion Reactors

Even if the cultivation problem were solved, *a mass of domains remains in which bio-materials cannot substitute.* Take the three core infrastructures of modern civilization in turn.

Cars

EV advocates say "just drive on electricity," forgetting that *the car body itself is a lump of fossil resources.*

Part Current material Bio substitute Reality
Body panels Steel sheet, aluminum — Metal is not a fossil resource (though smelting takes vast energy)
Bumpers Polypropylene (oil) Bioplastic Insufficient impact absorption
Interior (dashboard etc.) ABS, polyurethane (oil) Bioplastic, mycelium Partly possible, but heat resistance is an issue
Seats Polyurethane foam (oil) Natural latex, mycelium Several times the cost. Hard to mass-produce
Tires Mainly synthetic rubber (oil), plus natural rubber 100% natural rubber Rubber-tree cultivation has limits. Full substitution impossible
Paint Oil-based solvents and resins Plant-oil paints Inferior weather resistance and gloss
Wiring sheathing PVC, polyethylene (oil) Bioplastic Insufficient heat and flame resistance
Brake hoses Synthetic rubber (oil) Natural rubber Insufficient heat and oil resistance. A safety part
Windshield interlayer PVB (oil) None Indispensable to safety glass

Even for an EV, the body structure apart from the battery differs little from a combustion car and uses the same quantity of oil-derived materials. *An EV merely uses no oil "while driving"; it cannot be made "without oil."* The safety-critical parts (brake hoses, tires, the safety-glass interlayer) are especially hard to replace.

Data centers

The IT companies waving the "decarbonization" flag do business on a lump of fossil resources themselves.

Part Current material Bio substitute Reality
Server chassis ABS, polycarbonate (oil) Bioplastic Insufficient heat and flame resistance
Circuit boards (PCB) Epoxy resin plus glass fiber (oil) None Precision and heat resistance needed for chip mounting
Chip packaging Epoxy mold compound (oil) None Nanoscale precision required
Photoresist Photosensitive resin (petrochemical) None The root of semiconductor manufacturing
Coolant hoses Synthetic rubber, PVC (oil) Natural rubber Insufficient chemical resistance
Cable sheathing PVC, polyethylene (oil) Bioplastic Cannot meet flame-retardancy standards
Optical-fiber coating Acrylate (oil) None Optical precision required
Flooring (anti-static) Oil-based vinyl None Electrostatic discharge destroys equipment

AI, the cloud, social media — all of it runs inside boxes made of petrochemical materials. The photoresist of chip manufacturing can be made only from petrochemicals. *Digital civilization rides on oil civilization.*

Fusion reactors

Fusion is called "the ultimate clean energy," but few have asked *what the reactor is made of.*

Part Current material Bio substitute Reality
Plasma-facing wall Tungsten, beryllium — Metal. Not even a question of substitution
Blanket structure Reduced-activation ferritic steel — Metal
Superconducting-coil insulation Epoxy resin plus glass fiber (oil) None Insulation that works at cryogenic temperature (-269°C)
Vacuum-vessel seals Fluoroelastomer, synthetic rubber (oil) None Holds ultra-high vacuum. Impossible with natural rubber
Tritium-piping seals Special fluororesin (oil) None Prevents leakage of radioactive tritium
Diagnostic optical windows Synthetic quartz plus oil-based coating None Optical measurement in a high-radiation environment
Control cables Radiation-resistant polyimide (oil) None Ordinary plastics degrade under radiation

The coil insulation, the vacuum seals, the radiation-resistant cables — all can be made only from petrochemicals. *Without oil, we cannot even build the reactor for the energy meant to replace oil.*

Cars, data centers, fusion reactors — every infrastructure of modern civilization stands on petrochemical materials, and bio-materials can replace only part of it. That is the most fundamental reason fossil resources must be used with care.

Building a Society That Can Adapt to Change

What this chapter has shown is the structural interdependence of fossil resources and modern civilization, and its constraints. But the conclusion is not "so let us decide every answer now." It is *let us build a society that can adapt to change.*

The core of adaptability is "distributed dependency" and "diversity"

What matters most for that is *not depending too much on any one thing, and valuing diversity.*

The more you depend on one particular thing, the more fragile you are when it changes. Turned around: *distribute dependency and keep diversity, and you can respond whatever changes.* This is the most basic principle learned from ecosystems. Monoculture is fragile; mixed planting is resilient. Society moves by the same structure.

Do not depend too much on Replace with diversity
Particular fossil resources (oil, natural gas, phosphate rock) A combination of bio-materials, renewables, and stored resources
Particular import countries (Morocco and Western Sahara for phosphate, Russia for potash) Domestic production, alternative sources, recycling, natural farming
Particular crops and varieties (F1, monoculture) Mixed cropping, heirloom varieties, seed saving
Particular companies and supply chains (SaaS, SIers, a particular OS) OSS, building your own, alternative vendors
Particular energy sources (electricity, gasoline, diesel) Diverse sources, optimized by use
Particular regions (concentration in Tokyo) Regional dispersion, distributed infrastructure
Particular currencies (yen, dollar) Multiple currencies, real assets
Particular technologies (proprietary AI) OSS AI, local inference
Particular products of particular companies (Office, Photoshop, Salesforce) Several compatible options
Particular answers and images of "correct" The flexibility to change the answer

Do not create "with this alone, we are fine." Do not create "without this, we are done." — That is the essence of diversity.

Preserving plant diversity as material

Among all diversity, plant diversity matters most. Not only for food. Plant diversity as material and resource becomes the foundation of the post-fossil society.

Before fossil resources, humanity drew every material from plants.

Use Examples of plants that have served
Fiber Hemp, ramie, cotton, banana fiber, kudzu, wisteria, kozo, mitsumata, gampi
Building and woodwork Cedar, cypress, pine, oak, chestnut, paulownia, bamboo, zelkova, mulberry, spindle tree
Adhesives and coatings Lacquer, pine resin, persimmon tannin, tung oil, linseed oil, perilla oil
Rubber and resin Pará rubber tree, guayule, Russian dandelion, jatropha
Dyes Indigo, safflower, madder, gromwell, kariyasu, sappanwood
Pharmaceutical raw materials Quinine, morphine, taxol (yew), many medicinal plants
Fragrance and essential oils Cypress, mint, rose, herbs, citrus
Oils and fats Rapeseed, soybean, coconut, palm, perilla, flax, tung
Paper Kozo, mitsumata, gampi, wood pulps of many kinds
Food packaging and containers Magnolia leaf, bamboo-grass leaf, bamboo sheath, palm leaf, lotus leaf
Bioplastic feedstock Potato, corn, sugarcane, cassava
Substrate for mycelium culture Farm residues of many kinds (straw, rice husk, wood chips)

But with the spread of fossil-based plastics, synthetic fibers, synthetic dyes, and synthetic pharmaceuticals, *the know-how of using these plant materials and the diversity of their varieties* are being lost fast.

When these are needed again in the post-fossil world, we must avoid the situation where *"the plant itself no longer exists," "no one knows how to grow it," "the processing technique is lost."* A variety once lost is extremely hard to restore, and processing techniques, even when documented, lose their embodied part.

Three layers to preserve:

  1. Seeds and varieties as genetic resources — seed banks, farmers' seed saving, botanical gardens, field plots, on-site conservation of trees
  2. The know-how of growing — regional traditional knowledge, handing down the skills of farmers and artisans, experience in selecting varieties suited to the climate
  3. The techniques of turning plants into material — lacquer tapping, sawing, papermaking, indigo dyeing, herb processing, oil pressing — AI can document these, but bodily skill can be kept only by people

The key to the material supply of the post-fossil world is *the seeds and the species of diverse plants.* This is not "cultural heritage to be protected." It is the material infrastructure of the future itself.

The plant diversity and the material-making techniques that are nearly lost in the fossil age are the physical basis of survival in the post-fossil age. We keep them not for economic rationality. We keep them because, if we do not, we cannot make them later.

The order of change cannot be predicted, but preparation is possible

"When, and in what order, will change come" cannot be predicted. Climate change first, geopolitical risk first, or a technological breakthrough first. The phosphate-fertilizer constraint of 2027 is certainly near; the rest is unknown.

But *"how fast and how wisely we can respond when change comes" can be prepared now.*

Not predicting the future, but raising the capacity to respond to it. Not deciding the answer now, but leaving a society that can change its answer. Not betting on one thing, but keeping diversity.

Use Fossil Resources With Care — The Time Axis of Strategy

Given the structural constraint of refining, the order is this: in the short term, use the fuel that refining produces while *cutting the waste of disposable plastic, over-packaging, and short-lived design to lower naphtha demand itself*; in the medium and long term, reduce naphtha demand further with bio-materials, and combined with the expansion of renewable energy, shrink refining step by step.

Strategy Short term (5 years) Medium term (20 years) Long term (50 years)
Energy Expand renewables, reduce reliance on fuel by-products Renewables as the main source Large reduction in refining volume
Materials Cut disposables, reduce naphtha demand Scale up bio-materials Bio-materials as the main source
Soil Begin regenerative farming Restore soil microbes Establish biological infrastructure
Stockpiles Create strategic stockpiles of naphtha and fertilizer Expand stockpiles Stockpiles unnecessary (self-sufficiency)

Conclusion — Preparing for the Post-Fossil World Begins With Regenerating Soil

The convenience of modern civilization is, in reality, material made from fossil resources. Energy can be replaced, but replacing materials needs microbes and plants. Yet bio-materials themselves depend on chemical fertilizer, and the feedstock of chemical fertilizer also comes from fossil resources. And bio-materials cannot make everything (cars, semiconductors, fusion reactors).

There is only one road to prepare for the post-fossil world — *regain the power to raise microbes and plants, and at the same time establish a cropping system that does not depend on chemical fertilizer.* Regenerate the soil before the supply constraint on phosphate fertilizer surfaces. This is neither "for the environment" nor "a farming matter." It is *a necessary precondition for rebuilding the entire infrastructure of modern civilization.*

Related series: Phosphorus Depletion and Natural Farming — the structural change in food and farming from 2027 argues the cropping system without chemical fertilizer (regenerative agriculture, mycorrhizal symbiosis, PSB) at the level of technique, implementation, and operation.