Showing posts with label Vladimir Belkin. Show all posts
Showing posts with label Vladimir Belkin. Show all posts

Monday, December 8, 2025

"Cosmic Cycles of Global Conjuncture" & Outlook into 2035 | Vladimir A. Belkin

Vladimir Belkin's 2014 study "Cosmic Cycles of Global Conjuncture" (КОСМИЧЕСКИЕ ЦИКЛЫ МИРОВОЙ КОНЪЮНКТУРЫ) synthesized the interconnections between solar activity cycles and global economic fluctuations. Belkin posited a robust inverse relationship between peaks in solar activity—measured via Wolf sunspot numbers—and subsequent declines in world output and US GDP growth, drawing on the fields of Heliobiology and Helioeconomics. Employing correlation and lagged regression analyses over extended historical periods, he demonstrated cyclical alignments with Juglar (7–11 years) and Kitchin (3–5 years) business cycles to forecast economic deterioration in 2014–2015.

Chart 1 above ("Kitchin and Juglar cycles of world output as a function of solar activity, 1961–2013.") illustrates Kitchin and Juglar cycles in world output (1961–2013) against lagged solar activity. Dual axes show Wolf numbers (left, solid line) peaking inversely to output growth (right, dashed line, one-year lag), with visual mirroring and R² ≈ 0.99 in segments, confirming short-term solar-driven volatility.

Extending this, chart 2 ("Kitchin and Juglar cycles in US GDP as a function of solar activity, 1798–2013.") applies the same to US GDP (1798–2013), demonstrating remarkable persistence over two centuries. The inverse pattern—solar peaks followed by GDP troughs—spans industrial revolutions and institutional changes, with a correlation of –0.88, underscoring the robustness of heliobiological influences on economic history.
Chart 3 ("Strong inverse relationship between cycles of world output and cycles of solar activity.") depicts the strong inverse between normalized world output cycles and solar activity (1961–2013 extended), with Wolf numbers (solid) and lagged growth index (dashed) as near-mirror images. A correlation of –0.87 highlights how solar rises precipitate growth falls, validating Belkin's claim of solar activity as a primary cycle determinant.
Focusing on extrema, chart 4 ("Strong inverse relationship between monthly extremes in Wolf numbers and annual world-output growth with a one-year lag.") presents a scatter plot of monthly Wolf peaks (x-axis) against annual world growth one year later (y-axis, 1964–2009), with a downward-sloping regression (R² = 0.7597). Higher solar maxima predict deeper slowdowns, offering a precise metric for crisis intensity.
Chart 5 ("Strong inverse relationship between the long cycle of world output and the long cycle of monthly solar-activity maxima.") addresses long cycles, plotting world output growth around solar maxima years (1968–2000, black line) against average Wolf numbers. A stepwise decline in growth per successive maximum (correlation –0.85) reveals secular trends, where weakening solar cycles since 1968 coincide with diminishing global expansions.
Complementing the above charts, Table 1 quantifies post-maxima declines: for solar peaks in 1968, 1979, 1989, and 2000, world growth fell by –2.90%, –2.01%, –2.42%, and –2.19% within two years, respectively. Belkin projected –2.38% for 2013 (delayed Cycle 24), forecasting a 2014–2015 downturn to ~2.0% growth, aligning with emerging-market vulnerabilities.
Collectively, this substantiates high statistical significance, with lags explaining physiological delays (e.g., geomagnetic storms reducing blood flow by 32–40%, fostering pessimism). Methodologically, Belkin employed:
  • Lagged correlation analysis: Economic growth is regressed against solar activity with a one-year lag, reflecting delayed physiological impacts (e.g., solar maxima precede growth troughs). 
  • Cycle decomposition: Juglar and Kitchin cycles are isolated via smoothing and differencing, then overlaid on solar series to visualize inversions.
  • Regression modeling: Scatter plots with fitted lines quantify relationships, reporting R² and correlation coefficients (e.g., –0.87 to –0.88 overall).
  • Forecasting via extrapolation: Historical patterns inform projections, adjusted for NASA solar forecasts (e.g., delayed Cycle 24 peak in 2013–2014).
Applying Belkin’s methodology to current solar forecasts yields the following calibrated projections for 2025–2035:
  • 2025–2026: Cycle 25’s prolonged maximum (SSN peak 160.8 in Oct 2024, extending to mid-2025) signals imminent slowdown via the lagged inverse correlation (r ≈ –0.87; chart 3); expect global GDP deceleration of 2.0–2.5% from 2024 levels to 1.5–2.0%, mirroring Table 1’s –2.38% post-peak drop, with initial geomagnetic volatility worsening emerging-market risks (as in Belkin’s 2013–2014 forecast).
  • 2027–2030: Cycle 25 minimum (2029–2030) reverses the trend, producing upswings similar to post-minimum recoveries (charts 1 and 2); secular weakening (chart 5) moderates amplitude, but growth should accelerate to 3.5–4.5% by 2029, driven by solar quiescence and reduced crisis propensity.
  • 2031–2035Cycle 26 onset (2029–2032 start, moderate SSN max ~131–160 ca. 2040–2043) brings rising solar activity that erodes gains per the inverse linkage (chart 4, R² = 0.76), yielding 1–2% cumulative drag by 2035 and possible mild recession if the cycle exceeds forecasts; overall 2025–2035 average growth 2.5–3.0% (chart 5 declining envelope), contingent on astrophysical accuracy.
Solar-timing uncertainties (e.g., exact Cycle 26 start) require integration with endogenous models, and post-2025 validation will refine accuracy.

Vladimir A. Belkin holds a Doctorate in Economic Sciences and is a leading research scientist at the Chelyabinsk Institute of Economics, Ural Branch of the Russian Academy of Sciences, and Professor of Economics, Finance, and Accounting at the Chelyabinsk Branch of the Russian Presidential Academy of National Economy and Public Administration. Renowned for pioneering helioeconomics, his extensive publications—over 90 since 2008—explore inverse correlations between solar activity cycles and global economic fluctuations, with recent works (up to 2025) analyzing GDP growth and commodity prices.

A 2020 first-light video from the Daniel K. Inouye Solar Telescope captures solar granulation at unprecedented 30 km resolution in 705 nm light, revealing convection cells approximately the size of Texas, where hot plasma rises in bright centers and sinks along dark intergranular lanes, driving surface heat transfer while tiny magnetic bright points channel energy to the million-degree corona. Amid Solar Cycle 25's heightened activity—having peaked in late 2024 with elevated sunspot numbers exceeding initial forecasts—such high-resolution observations continue to refine models of solar flares and space weather impacts. 

Tuesday, December 17, 2024

Strong Inverse Correlation between Ap Index and Gold Price | Vladimir Belkin

A strong inverse correlation (coefficient -0.7879) between the geomagnetic Ap Index and the gold price, with a one-year lag, is observed over 57 years of data.
 
 Strong inverse correlation, with a one-year lag—seriously?
 
Based on the results of his study, the author predicts a significant decline in the price of gold in 2024.
 

 Gold (weekly bars) – January 1 to December 17, 2024: +28%.

2025-2027 Oil Price Decline Linked to Solar Cycle Activity | Vladimir Belkin

This study of solar-terrestrial relationships compares the years of the solar cycle based on Wolf sunspot numbers and the arithmetic averages of crude oil prices from 1970 to 2023 (solar cycles 20-25), all presented in a single chart. Mean annual Wolf numbers were sourced from the Solar Influences Data Analysis Center (SIDC), while Brent crude oil price data (adjusted to 2021 dollars) was obtained from BP and the Federal Reserve Economic Data website for 2022-2023.

Order of years in solar cycles and crude oil prices for the period 1970-2023.
Very strong correlation (coefficient 0.9908)
 
Using this data, the above diagram was created to illustrate the very strong correlation (coefficient 0.9908) between crude oil prices and the ordinal years of the solar cycles for the period 1970-2023.
 

Since 2024 marks the fifth year of the current Solar Cycle #25, it corresponds to an average forecast Brent oil price of $74.18 per barrel. In 2025, the sixth year of the cycle, the projected price is $56.04. In 2026, the seventh year of the cycle, the forecast is $43.84, while the anticipated price for 2027 is $42.84.
 
Reference: 
 

Sunspot Number 2018 into 20
32 (NASA, updated December 5, 2024).