Financial Sense Newshour's Jim Puplava speaks with Mark Mills, Executive Director of the National Center for Energy Analytics about the collision between policy goals and economic realities when it comes to green energy, growing electricity demand from AI, data centers, and onshoring of semiconductor manufacturing. Mark explains how the US is not building enough electrical plants to keep up with demand, let alone enough wind and solar, so it will have to be provided by natural gas and coal, which is also seeing exploding demand globally. Mark also discusses the role of nuclear power, small modular reactors, and why places like Germany and California are seeing outright deindustrialization due to their aggressive green energy policies by not factoring in the difficulty, if not near impossibility, of switching away from the use of hydrocarbons and nuclear for electricity production. This is an eye-opening interview packed full of economic and financial market insights that you won't want to miss with one of the smartest and brightest minds when it comes to understanding the current conflict between policy, energy, and reality.
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