| Sign up for my free newsletter here: https://www.mauldineconomics.com/go/JM563J/YTB. We’re wrapping up our energy series with Mark Mills, Executive Director of the National Center for Energy Analytics. Mark and I both began our careers in manufacturing plants before American manufacturing largely moved overseas. Today, that megatrend is coming full circle, as rising labor costs in China and an increased focus on resiliency persuade businesses to bring manufacturing and production back to the US. I see this as a positive for North America, and advances in automation will make our manufacturing even more productive. But this boom in reshoring, or “repatriation” as Mark calls it, requires massive amounts of energy. Where will it come from? That is the focus of our interview today. Mark and I also discuss the limits of solar and wind power, the second power grid that few talk about, and why efficiency gains in energy-hungry appliances may be close to their limit. In addition to his work at the NCEA, Mark is also a senior fellow at the Texas Public Policy Foundation, a faculty fellow at Northwestern University, and a partner in Montrose Lane. Find out more about Mark Mills here: https://energyanalytics.org/team/mark-mills/ Follow Mark Mills on X (Twitter) here: https://www.x.com/markpmills Sign up for Ed D’Agostino’s free newsletter here: https://www.mauldineconomics.com/go/JM563J/YTB Follow Ed D’Agostino on LinkedIn: https://www.linkedin.com/in/ed-d-agostino-415475296/ Time stamps: 00:00 – Introduction 01:52 – Growth in electricity demand 09:49 – Looking the other way on China and Africa’s environmental practices 15:22 – Is reshoring inflationary? 21:35 – Free energy myths 27:12 – The backup grid 34:40 – Data centers driving energy demand 41:41 – Europe has terrible energy policies 47:50 – The future of oil demand 59:52 – What it would take to get off hydrocarbons |
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