The infrastructure reckoning: AI, energy and military power collide

0:00Hello, my name is Todd Royle. I am the host of Geo Power Energy and Real Politics and Man O'Man, we got a good show today. I'm very excited about this show. I realize the world is on fire, why should I be excited to talk about it, but for some reason I am. A couple of pieces that have come to mind. We like to talk a lot about the Europeans and you know, Iranian Wars and now we have data centers and AI and the world. Oh Lord, data centers are going to kill us all and the head of Anthropics said we need to stop it. Blah, blah, blah. Elon Musk joined in, Sam Altman joined in and oh, we got to stop it. AI is going to kill us. No, it's not. Let me tell you what will kill you is the stupidity of the Europeans and also the

1:02stupidity of oil price.com, which they've decided to hire a bunch of riders who want to believe in global warming, renewables and just it's empirically they're wrong. It's fallacies. One of the things with Geo Power is you have to understand it also deals with people's ideology and the global warming climate change crowd has an ideology. I honestly compare it to Nazism or Imperial Japan, the environmental movement. These people, they believe it hookline and sinker. The way people can argue with me that hey, you believe in Jesus Christ and Christianity, hookline and sinker. You're correct. Except my ideology doesn't destroy the world. But one thing I want to start with, we're going to this first half, we're going to look at what the polls pull in his just set. What to read for you, because what we're seeing right now with Ukraine and Russia is that the Ukrainians have lost. But what they keep doing is sending drones against Russian energy

2:06infrastructure. Now, you can make the case that the Russians are bogged down. I would probably tell that Russians have been restrained because they can completely turn off the lights in the country, probably in a matter of weeks by hitting anywhere between 100 to 140 substations in the country. They can certainly declare this to be a full war all our world war two as opposed to special operation. And as we see with NATO, NATO is now given hundreds upon hundreds of billions of dollars in the Russians are still advancing. But the thing that's the scariest is that you get people like like pulling. And with the Europeans, what you always have to remember is that when you were fighting a war, a war, you're fighting a war. Okay, well, what does it take to win a war? Okay, it's going to take manpower obviously. But it's also going to take energy because I have to build

3:08up to do everything from factories to make clothes, bullets, bombs, guns, missiles, takes, heavy armory, cannons, whatever it may be, most of that is going to be steel iron. It's going to take dramatic amounts of electricity to do all that. And that is not going to be provided by the Sun and the wind and batteries and people like oilprice.com, which advocates for this nonsense. oilprice.com do better. I used to write for oilprice.com. They were extremely hard on me. They were wonderful editors. They would reject pieces, but now they've decided to go all in on the global warming climate change. Oh my gosh, if there's a war going on in Iran, put more solar panels in the ground. Never mind those solar panels come from China. Never mind

4:09those solar panels and all the rare earth metals and minerals it takes leaves you completely dependent upon the most dangerous regime since probably the Roman Empire. It shows you at oilprice.com that they they have no understanding of geopolitics, no understanding of energy, no understanding of real politics, zero care for anyone other than their ideology and living in blue states or urban areas, where they think unfettered immigration and green energy are wonderful things. It's stunning to read some of the people at oilprice.com. And here's where this ideology really comes into play. So when you think what's going on right now, diesel across America is at very high prices. Yes, the Iran war has done this. Yes, the straight-of-war moose being closed. Now the red sea possibly being closed by the hoothies and Sara Allah as their official name is called back by the

5:11Iranians, all of that. However, President Trump is trying to get the Ukrainians to stop using long-range drones and attacking Russian infrastructure, particularly diesel. So there could be more diesel on the global markets and that's typically what affects transportation, which means everything from your goods, from Amazon to food, the input in refrigeration and grocery stores. You will have higher prices, which means you will have inflation, which means your money doesn't go as far. But let me read for you. And remember about Poland. There's credible evidence that the Poles have said, we're going to make this massive fortification on the Russian border. It's not there. Reporters have gone there. People have gone there. The Poles are doing this. But what you really have going on in Europe right now is you have liberal scumbag people who vote for the same liberal scumbags. And what those people do because they have some

6:15idea, you know, we're not going to believe in God or Jesus or the Magna Carta. We are smarter. We're going to put globalists like Mark Karni in Canada or Donald Tusk in Poland or your new fool in Britain or Macron in France or Merz in Germany, these fools who take on this massive anti-Russia stance because they would lose their elections otherwise. And they fear monger. I don't know Russian lover, but remember the Russians have the second largest amount of energy and essentially materials to go to war with that anyone else in the world outside of the Americans and the Chinese. So let me get that's the context behind this, what I'm about to say, which is infuriating. So the Russian foreign ministry spokeswoman, a woman named Maria Zacharov, wrote recently that Polish foreign minister Rodek Sikorski has russophobia of the

7:21brain after he declared this, the Russian foreign ministry. This would be like Marco Rubio saying this, we would defeat Russia quite quickly. If Russia attacks us and we took our gloves off, let me remind the polls are this idiot that you were systematically wiped out the last time you went to war. You were slaughtered. You put up a defense against the Nazis, but you were slaughtered, your Gs were liquidated, your ruling class over 21,000 of you were killed in the, I believe is the cause at forest. By the Russians, you were slaughtered. You put up a fight and God bless you for it. You were soundly defeated. Make no mistake, Poland. You would be soundly defeated. I don't think Donald Trump would come help you and I don't think if there's a president AOC or

8:22Gavin Newsom or a James Talariko or any of these godless Marxists, do you think they're going to come help you? If they're the next president of the United States, do you think JD Vance, who is close to Tucker Carlson, is coming that way? Do you think Marco Rubio, who probably has his good understanding of geopolitics, is anybody in the United States maybe since John McCain, do you think he's coming to help you? Do you? Remember with Europe right now, Europe uses about 38 to 40 exegyls of energy and they only make six exegyls. Europeans are importing natural gas at historic levels. Pardon me, the prices are at historic levels. Call it like 25, approaching $30 a gallon just to make it easy. Natural gas pricing can be a little goofy to understand. They don't even have enough

9:27storage. You blew up the Russian pipelines. If anything, the European should be suing for peace immediately, but they do this because their leaders are so godless, so feckless, the people that support them are absolutely idiots. The Europeans believe that they're going to quote, unquote live good life and you are not. So here's he said, we would defeat Russia quickly. If Russia attacks us and we took our gloves off, I want to that's the second time I've said it. Maria Zachorovic said, her post claimed that he was referring to Poland's alleged ability to quickly defeat Russia. He was arguably referring to European natives as proven by him talking about overwhelming superiority in air power over Russia, even without the US's contribution. Here's the facts. Remember, this idiot wants to get reelected like the Swedes just elected their left wing because 77%

10:32of all immigrants they brought in vote for this nonsense because they want free taxpayer money. That's why they do it. Russia's estimated to have approximately 1500 combat aircraft compared to Poland's 50. Let me say that again, Russia's estimated to have approximately 1500 combat aircraft compared to Poland's 50 plus and European NATO has about 1600 to 1800. He therefore wasn't talking about Poland being about to defeat Russia quite quickly, but European NATO allegedly being able to do so. That's still a question I'll claim to be sure. It certainly signifies political Russia foe of the brain, but it's not the same as what she wrote. Having clarified that, it's relevant to mention that she also diagnosed him with Russia-Frenia. She credited Irish journalist Brian McDonald, which I've missed McDonald, for coining this concept in 2015 in which

11:36those suffering from it had the impression that Russia is about to fall apart if you press it just a little more, and at the same time that tomorrow it will steamroll across all of Europe. Sokorsky's boss, Polish Prime Minister Donald Tusk, fear-mongered earlier this spring that Russia might attack a NATO member in months. Nevertheless, he still secretly transferred five patriot interceptor missiles to Ukraine, which is kind of odd if you think about that. The ruling liberal coalition and Poland truly thought that Russia might attack a NATO member in months, then it follows they cling to their country's patriots, interceptor missiles that will remain in short supply for the next few years or longer as a result of the US's US depleting its stockpile during the Third Gulf War. In other words, you do not produce missiles or bombs you rely on the United States. In reality, it's actually been the case that the EU poses a much more credible threat to Russia than

12:43the inverse, as inadvertently confirmed by Sokorsky thus unintentionally discrediting Tusk, fear-mongering. That the Polish foreign minister would believe that even European NATO could galvanize itself to take on the Russians is also laughable. Just like the coalition of the Saudis that were just defeated by the Houthis has also proven, it doesn't matter if you have the most sophisticated hardware, do you have the willingness to fight? Are you quite honestly have the political will to do it? Do you have the command and control and about the only people in the world outside of the Russians, some parts of the Chinese and Arab terrorists who want to fight are the Americans and the Israelis. If I were the polls, I would actually be co-zing up to the Israelis right now. If they supposedly want to fight the Russians and you've achieved your goal of deterring the Russians,

13:51this counteracts what Finnish President Alexander Stubb recently insisted that Russia has no plans to attack the world's most powerful military alliance. The answer is that European NATO's militarization benefits the military industrial complex, and I would add what I said earlier, these incompetent boobs of politicians they elect, which some politicians have speculatively invested in. They also want to rally voters, Spain or pardon me Poland has 2027 elections, and if they can fear Manger about this, that's why they also fear Manger about the AFD in Germany. Now, it has been said of me that I am a big pro-Russian Putin puppet. No, I am not. The man is a KGB colonel, make no mistake of what he is. But to say until the Europeans decide to

14:57stop believing global warming, stop believing in climate change, stop letting in a bunch of Arab and North African men who hate your guts. And they believe in not, don't believe in one thing you believe in, who openly defecate on your streets, who unfortunately commit most of your crimes in many ways, rape your women, contribute not much to your society outside of votes for left wingers. This is what you're going to get. You're going to get your politician saying that Vladimir Putin is your biggest enemy. Meanwhile, you have none of the arsenal to go take him on, which I would actually counter. If you actually tried to go take him on, if he actually invaded your country, I think you're Muslim fanatics that you have let into your countries in Europe. I think you'd have

16:02a civil war. I absolutely believe you'd have a civil war. I absolutely think that what you would have would be while you're trying to quote unquote fight the Russians. I think those folks all over whether Brussels, Paris, Berlin, London, etc would rise up to try to burn down and destroy your very continent until you decide to start doing mass deportations until you decide to start believing in the Magna Carta again, some form of Christianity, getting rid of any green energy, opening up your nuclear power plants, drilling for oil and natural gas all over Europe, the North Sea, etc. Until you get rid of your socialists until you start getting married again, having children and having functioning societies, you are completely out to lunch. You are what would happen if the

17:06Russians actually came across the border, which I would argue is eventually going to happen because the Russians, you're backing them into a corner. You're backing them into a corner. That's what you're doing. We have to realize, as I've said other shows before, you are talking to people with a world war to mentality. That's when you talk to the Japanese, you better remember that. When you talk to the Russians, you better remember that. When you talk to the Chinese, you better remember that. When you talk to the Koreans, you better remember that. When you talk to the Indians, you better remember that. We in the West are living off the benefits of the American economy that one world war two make no mistake about it. The American economy one world war two. If you think the Russians that you're going to tip them over, you're not going to.

18:11And for the Polish foreign minister to say these things, I would tell any investment firm, you better seriously consider your investments before you go into Europe. You better understand geopolitics. You better understand where this is going. You better understand right now. Now, there is not enough natural gas to get through the winter. If you have an extended winter, they're supposed to be a super El Nino, which means Europe will be warmer. God bless. You should be praying to the God of the Jewish Bible right now that you would have a warm winter and that you would repent. You would begin to elect people that believe in sound energy policy. Family's integration with immigration, integration into your society and your values versus we're left wing and we want the votes and we take money from George Soros. If you do that,

19:14I would tell any investment firm right now, you better make sure you have the energy, the electricity and frankly the heating oil or natural gas. What happens if there's a month long cold winter? Very credible people will tell you there is not enough natural gas in storage. What happens if the hooties actually do shut down the red sea? What happens if the Americans decide we're not going to send any more diesel out? We're not going to send natural gas out. What are you going to do? Europeans, are you willing to come to American shale fields right now and fill the pipelines? Are you a Kierstarner who worked against Donald Trump? Are you willing to take your political apparatus and use them to elect JD Vance? He will be sure and permit more pipelines and get rid of things like making CO2 a pollutant, which is happening in

20:14this EPA. Are you willing to get rid of your net zero nonsense from the likes of Ed Milibrand? For the Europeans to say they're going to take on the Russians, ask the British how many parts of their navy they can deploy overseas right now? How many troops can France actually put on a battlefield? What about Spain? You have all these bases? What about Norway? What about the Fins? I think the Fins could actually do it. The Swedes, the Lithuanians, the Estonians, the Latvians, the Germans are remilitarizing with what? Volvos getting rid of 100,000 jobs. Who's going to make your tanks for you? Who's going to make your heavy artillery, your mechanized brigades and divisions? Who's going to make your heavy trucks? Who's going to do it? Are you going to go mine

21:16for raerous metals and minerals? Are you going to do it? Or no, what you're trying to do is fear monger and Vladimir Putin is looking at you shaking his head. Because I can assure you right now, Russian factories are putting out more drones, more bullets, more weapons, and they know what to do with. That mean the Ukrainians can't continue to fight. Doesn't mean the Ukrainians can't do heavy drones. But eventually, what happens if the Russians say we're done? We're going to shut off your country, you're going to go into blackout and tell me what are the Europeans and the polls going to do when 10 million Ukrainians start streaming towards Europe? Tell me what's going to happen then. Let me get put some context to this. In a former career, I used to manage catering parties,

22:18big corporate events. And I'll never forget one time, the largest event I did, it had 3500 people. As far as my eye, I felt like you could see, I could only see people. I had a kitchen that was half a football field, half an acre was one kitchen. We couldn't get the food out fast enough. Big corporation, they'd open up their checkbook. I think the party was like a $600,000 lunch and they were feeding everybody. You could get a drink, there was a band or two. I think if I remember correctly, we had 200 trash cans. We had multiple industrial-sized bins. I filled them both up with trash. That's 3500 people. That's just some context. Go tell me what happens when 20 million people come across. Then what happens when Russia goes

23:23and now we're going to go on every one of you neo-Nazis. This doesn't have to take place. I am not some pro-Russian Putin puppet. But the reality is of this program. It is called geo-power energy in real politics. And what I'm trying to give you is the reality of the politics on the ground. The energy it would take and the geopolitical mechanisms of these countries that are thinking this way. Listen, America has the same problem with all of our dopey ridiculous democratic party, democratic socialist. We're scared of data centers. Anybody listening to this, you are receiving this show from a data center. When you go order a pizza tonight, get a movie time. Look at your bank balance. Your entire life now is going through probably an Amazon cloud. A cloud is a row of computers or servers stacked

24:23on one on top of another in a building connected to wires given by electricity and sent to you. It is insane right now that we are thinking, oh, we are not going to live with data centers. Oh, we're going to say these things like, oh, we don't. We're not going to do this. We're going to take on Vladimir Putin. Vah, vah, vah, vah, vah, no, you're not. Stop believing you can have unfettered, unmitigated, uncontrollable immigration. I don't care if every single person brought over is the biggest believer of Jesus Christ on the planet. You better look up and go, can my electrical grid handle all of this? Hear me well, anybody investing in Europe, they can't. In the second half of the show, I'm going to tell you what's going on in the northeast of the United States.

25:26I would think twice before you travel there, this winter, folks, we are entering times right now. Where we think that we can manifest things. We can get rid of God, get rid of morality, abort as many children as we want, disdain marriage. Oh, that Jesus thing. That's for you. Right, winger, fundamentalist, blah, blah, blah, blah. Go look at some of the belief systems of the democratic socialists of America. I want to get into socialism, look at their energy policies. A solar panel does not work. When I say work, you have to have 99.99, repeating to the knife power grid reliability. If you have 1% that doesn't work, you don't have a grid. A solar panel works about 25% of the time. A wind turbine works about 35. I'll even say

26:3250% of the time. They have to be replaced every two to 20 years. They have to have heavy maintenance. That's why you use oil, natural gas, coal, or uranium. That's it. That's it. Anybody who goes out here, oh, the Texas grid is surviving because of batteries. As I said last week, there's a 190 gigawatts of power for a grid that uses about 88 to 92 at peak. That's because you have overbuilt solar wind and batteries and they don't work. You better think before you invest in Europe. I would tell anyone you better think before you invest in Texas right now and stop believing this nonsense about data centers.

27:35Do you know what Vladimir Putin just said about he literally just made comments? Vladimir Putin was recently asked about the AFD's recent landslide victory in the German state of Saxony and Holt on the sidelines of this past week's Brick Summit New Delhi or Delhi. What he said was, all that is now happening across Europe as a whole is the consequence of systemat, systemic errors committed by the so-called West or to be more precise by the globalist circles of the West in the political, security, and economic spheres. He described the political errors as a combination of anti-Russian fear-mongering and the current German authorities dishonestly invoking the legacy of Hermit Kohl to justify his policies. Vladimir Putin reminded everyone that Kohl was one of his close friends with whom he spoke about bilateral ties. According to him, Kohl envisaged the exact opposite of what today's Germany is doing, namely,

28:39relying with Russia due to their complimentary in order to preserve Europe's civilization and sovirties. He talked about the Eastward expansion of NATO. Remember, all of this, this goes back to the Clinton administration. We were not supposed to expand Eastward Lee to NATO. He also talked about the neo-Nazi support in Ukraine. You can hate Russia's guts. You can hate Germany's guts. You can be a neo-Nazi. Knock yourself out. You can call me the biggest pro-Putin puppet you want. You're wrong. What I'm going to come back and say to you, he also talked about that European elites plan to deploy troops to Ukraine. He said that would mean war with Russia. And I presume that European citizens understand what is unfolding. Russia has the energy, meaning the Kohl, uranium, natural gas, and oil to go to war Europe. You don't. In the second half of this show,

29:48I'm going to we're going to talk about what's going on in the Northeast as an absolute example. I'm going to put all these things in the show notes. My name is Todd Royl. I am the host of Geopower Energy in Real Politics. And we will be right back. Feeling off since COVID, try the wellness company Spike Detox trio, packed with NATO kinase, bromelain, and turmeric to help boost your immune system and fight off harmful spike proteins, bounce back with energy and clarity. Go to TWC.health-forward-slash-outloud and use promo code out loud for 20% off your first order. You wouldn't go a day without brushing your teeth or washing your hands. What about washing your nose? I mean, your nose does filter the air you breathe. Air loaded with bacteria, viruses, and irritants. Make nasal hygiene part of your routine with clear. No messy bottles to fill, no drowning sensation. Clear is a natural drug-free saline with the added benefit of xylitol, which blocks bacterial and viral adhesion. Available in stores and online at clear.com. That is x-al-e-a-r.com.

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31:59My name is Todd Well. I am the host of Geo Power, Energy and Real Politics. We have a fiery first out. Got all fired up. I get so fired up because I love Europe. I've been there twice. The Europeans are wonderful. Everything about Europe is wonderful. I've never had a bad day in Europe. I can never sit back and go, man, that was kind of a bad experience. No. Spain is lovely, Switzerland is lovely, France is lovely. Oh my gosh. He for our airport was lovely. Oh, the Italians. My God, I love the Italians. The Portuguese, Lisbon, oh God, Lisbon is amazing. I hope to travel there again this upcoming year. I have a plan on doing it to go to Greece and Turkey. I can't say anything beautiful about the Europeans except what I said in the first half.

33:03But I want to read you something and I literally plan to read this word for word because it is so important. There's a woman named Meredith Angland. She calls herself the electric grandma. She has a very famous book called Shorting the Grid and I believe Miss Angland is in Vermont. Knows an electrical grid backwards and forwards. I read her and I go, oh, I didn't know that. I've written a book about an electrical grid. There's another woman on LinkedIn that I need to find as well that I'll find and put into the show notes who's also absolutely brilliant. But Miss Angland is a lovely grandmother. She just looks lovely. I would love to have dinner with her sometime. Miss Angland, if you ever hear this, I'm inviting myself to dinner with you because I would just like to be around you and let you talk and let me just record it and just listen and soak up your knowledge and your wisdom. Madam, she, I saw this this morning as I was preparing for

34:07the show. I thought the show was going to go one way and I was like, I have to do this. She posted a sub-stack from a gentleman named Matt Jacobson. And this really, to me, encapsulates the entire environmental movement, the U.S. Democratic Party, stupid Republicans, Democratic Socialists of America, feckless European leaders. Oh, it's Donald Trump's fault because we've invaded Iran. Without realizing Iran was at over 60% enrichment. And once you pass about 19 and a half, certainly when you get 20 or 21 enrichment, you can rapidly enrich enough uranium to then make a bomb. As I'll say this, and I've said many times, I'll say before, please don't believe that these railings would just sit on the sidelines and let the Iranians have a bomb. One nuclear bomb goes off in the world. You will have two to four hundred dollar barrel oil. You'll shut down markets because they will go bonkers. That's what will happen to oil markets,

35:12which means you will shut down economies. Will food be in grocery stores? Imagine the worst B-movie scenario you can. And that's what will happen. I'm an in this thing too, the brief thing about data centers. And why this whole nonsense, the Chinese are never going to allow data centers in AI, particularly AI to be regulated. Because the Chinese have a grid that's two to four times bigger than ours. And they burn about 60% of their electricity comes from coal, which means they have all the power they need for all the tokenization that's required for AI. They are not going to stop. And I'd make the case that one of these days in the video, don't be shocked if they become a Chinese company would never shock me. But Miss Anguin posted this from Mr. Jacobson and I'm going to read it. He says, winter hasn't started in main heating oil. Arty averages $5.39 a gallon.

36:17That's 62% higher than it was at this time last year. Some main dealers are already approaching $6. And we're starting with less fuel in the tank, just like just like the global warming, climate change, left wing socialist in Europe. New England distillate inventories, that's a fancy term for heating oil and decals distillates. Our 26% lower than last year. This winter is already more expensive and it hasn't started yet. Why? US refineries are already running their full capacity and we're still closing perfectly good ones. California, a one-party democratic state energy policy, that was my commentary, not Mr. Jacobson's, has made operating refineries increasingly expensive and unattractive. So for all you global warming and climate change people, tell me, is a solar panel wind turbine electric vehicle or battery going to replace that?

37:17The answer is no. And the result is refinery closures. Since Gavin Newsom became governor in 2019, California's lost about 30% of its oil refining capacity. The Philip 66 Los Angeles refinery, which Bloomberg has written about, I believe, a job Bloomberg, capable of processing about 139,000 barrels a day, stopped processing crude late last year. Valero's 145,000 barrel a day, Benizia refinery followed this spring. It closed. Closer to home, the 320,000 barrel a day, St. John refinery and New Brunswick, Canada's largest, is undergoing 75 days of major maintenance more than half of the refineries finished products are shipped to the North East US, including heating oil and diesel. Taking portions of refinery that important out of service reduces supply flexibility just as winter demand begins to build. Natural gas is a different problem. America has

38:22plenty of it. The US Energy Information Administration, that is the main statistical organization for energy in the United States that do an amazing job, by the way, expects US natural gas prices to remain around three to four dollars through much of the coming winter. However, New England winter gas is already priced at about 13 dollars and 33 cents. These are Democrats and you want to vote for this? Give me a break. That is just the gas we can get through the pipelines. It isn't enough to meet New England's winter demand. Same thing in Europe, same thing in California, this nonsense started long before we decided to bomb a rain. By design or AI was going to kill everything in your data center which you're using right now. By design, we make up the difference with LNG delivered by ship. LNG supplies about 35% of New England's natural gas during the winter,

39:26which by the way, it's more environmentally dirty to ship something than do it through a pipeline. That's a fact. European natural gas is already what's referred to as 25 in the MBTU, that's million per BTU. Just think of it as a gallon. So 25 dollars a gallon you are paying for European natural gas. In Europe, we'll be competing for the same LNG. If we in New England and in America get cold at the same time Europe does, New England could be buying gas at 25 or 30 dollars a gallon while much of America is paying around four dollars. That's not because America is running out of natural gas. It's because New England won't permit enough American natural gas into New England because you keep voting for Democrats. And now Democratic Socialists and people who believe in something that does not exist, the overwarming nonsense of the earth is going to boil itself. That is wrong. It's wrong. It is empirically

40:38and factually incorrect. If you don't believe me, I am fortunate enough to be near a man named Tom Harris and sometimes host a show with him called the other side of the story. And from those two years now, we have had guests after guests after guests talk about this. Or even a few weeks ago, had Roger Pilke, the man is a genius on this stuff. Stop voting for Democrats. You are not an independent. I'm not saying the Republican party is the end all be all, but what's the choice? This is what you have. You can use fossil fuels or nuclear or you can shut down progress and you can have energy costs that will eventually bankrupt you and kill you. Those are your choices. If you don't believe me, if you don't want to read my boring book, don't believe Meredith Engwin. Believe her book, Shorting the Grid.

41:44Believe the woman. She is smart. Is anybody globally on this? If you don't believe her, believe energy and civilization by backlegs, smell. He's even smarter than she is. Oh, it drives me nuts. Sorry. Oil has its own problems, Mr. Jacobson writes, the straight of hormones, one of the world's most important oil routes, about 25% of the worlds oil supply, remain severely disrupted. Saudi Arabia has been routing more oil through the Red Sea to get around hormones. They stopped doing that about a day ago. But that route is now threatened to, yes it is, Mr. Jacobson. He wisely writes, Ukraine continues to attack Russian refineries, reducing another source of global fuel supply. This matters to Maine. This matters to the Northeast United States, but he focuses on Maine. And I focus on it as this example.

42:45Maine relies on heating oil more than any other state. When the global supply of oil and the refund fuels gets tighter, distillates. Maine families don't just watch that crisis from a distance. They pay for it. He says we pay for it in the price of every gallon delivered to their house, every gallon delivered to their house. This is where he now brings the hammer in a much nicer way than I do. He says policy has consequences. New England energy policy, democratic politicians unfettered immigration. Oh, they will also believe in fantasies as the governor of Massachusetts just signed into existence. Killing babies has left our businesses and households dangerously exposed to global energy markets at the worst possible time. This didn't

43:48happen by accident. For years, democratic governors or stupid Republicans, governors Janet Mills and Maine, Kathy Hawkele in New York and Mara Healy in Massachusetts, though governor Hawkele has at least started to explore nuclear power, have made energy more expensive in New England more vulnerable. These are facts people. This is empirical data coming from the supposedly pro-pudent host here. This spring, New England natural gas prices fell 18% while the emission cost imposed on a typical natural gas power plant rose 65%. These policies that are based on global warming and climate change make generating electricity artificially more expensive, not AI in a data center. Maynors, I just find that funny. Maynors, as opposed to the state of Maine, he calls them Maynors, M-A-I-N-E-R-S, I just find it funny. Pay more than necessary to heat their

44:55homes, run their businesses and buy almost everything else. That's not because of a data center. That's because of energy policy mainly from Democrats. We've seen what cold can do. Remember this too? The stupid thing about global warming or climate change is you actually want the earth to be warmer. You want more CO2 in the air. You actually want to burn more fossil fuels because NASA satellites and other satellites have shown the earth is actually greener now because of more CO2 in the air, which I understand. Capture is more heat. I fully understand there's a difference in what I breathe out and what comes out of a power plant. I fully understand that. Then you explain to me why the earth is greener now according to NASA satellites. You explain to me why you want the earth to be warmer versus colder. You explain to me why in the 70s you are concerned about global cooling, but now supposedly you're supposed you're concerned about global warming and or climate change. Nobody will give me an answer to those questions. Funny how that works.

46:02We've seen what cold can do, Mr. Jacobson writes wisely. Thank you, Mr. Jacobson. Last January, winter storm fern showed us what happens when prolonged cold hits New England. From January 24th through February 1st, remember you wouldn't have this problem if you had built nuclear power plants, Democrats, but you have feared mongered nuclear now since the 70s. You have listened to Jezebel's like Jane Fonda. Jane Fonda, you are a Jezebel. You have done more harm to people. And I think you've ever done good and I will give you credit for all the movies you've done and all the television shows which have employed, I'll say you've employed over 100,000 people by doing that. So God bless you for that. But what you did during the Vietnam War, what you did fear mongering nuclear and what you have done now by being a complete leftist and leaving God has done more harm than good. From January 24th through February 1st, which means what I'm about to say,

47:08if you had nuclear power even a natural gas plant, you'll need to do this. Oil. Oil. The absolute dirtiest way to make electricity supplied 28% of New England's electricity. Some of our greatest universities in the world are based in New England. Harvard MIT, though you're not very wise anymore. There's still brilliant people at MIT and Harvard, Boston University. Incredible education systems up there. Yet oil supplied 28% of New England's electricity. And Pete, at 40% during several hours, show me the air quality standard then when that was taking place. If you had nuclear power plants, you're fine. Your power plants burned 66 million gallons of oil in nine days. The world uses about 100 million gallons of oil per day.

48:13You almost did two thirds of all oil, though, the world burns. It's laughable. More than they had burned during any winter in the previous four years, natural gas selling for less than $3 today in much of the country averaged more than $24 in New England during January. Whole cell electricity prices soared with it, folks. It's an absolute lie coming straight from the Chinese Communist Party and the US Democratic Party that this is that data centers and fused with AI are causing electricity prices to soar. That is false. That is a lie. The empirical data would tell you otherwise, these are political choices. And I credit Dumburg for talking about this. I credit him for going these are political choices. God bless you, Dumburg and the Dumburg team. My prayers are to you guys to keep doing your writings because they are so valuable and hopefully one these days

49:20I will become a pro-tier subscriber because your PowerPoint on Chevron was really something else. Mr. Jackson says he goes, the lights stayed on but we played but we paid dearly to keep them on. And while power plants were burning oil to make electricity, main families and businesses were competing for those fuels to stay on. We are heading into another winter without fixing the vulnerabilities. The only reason we did not have blackouts oil plants ran oil. LNG arrived. May not arrive this year and the lights stayed on. We don't have a few normally cold winter days. I want you to hear that again. A few normally cold winter days but we're arguing about we're arguing about nuclear power. We're arguing about the National Environmental Policy Act that outdated peace of crap law. Folks, you better start building

50:25nuclear power plants or natural gas plants like they're going out of style. You better start mounting for uranium. You better start getting advanced reactors online. Hear me parts of the United States that are voting for Democrats. You're voting for your own death. You're voting for absolute death. You're already killing your children with abortion. So I curse you for that but you are literally with your energy policies voting for death. I don't know Congressman Alexandra Koshier Cortez. Supposedly she's now the leading candidate for the Democratic Party nomination. And I hope the Congresswoman changes one day but go ask her these questions right now. Just couldn't answer. Couldn't answer. Please stop listening to somebody like her. A green new deal that came straight from George Soros, Neville Singham, the Tides Foundation and the rest of the left winged billionaires who believe

51:31they should be worshiped. If you've ever traveled to the Northeast and the winter, winter is about to begin. I've been to New York City in October and it was literally zero. In October, Ukraine right now is already getting cold and you want to keep bombing the Russians? The human body can withstand heat. Obviously if you get some point, you'll burn. But the human body can withstand a live and do buy a hell of a lot longer than it can stand to live in Anchorage or the Northeast United States with no heating oil. You may be deeply uncomfortable without air conditioning and yes, people died this summer at the Heat Wave in Europe. But you turn off the grid and don't have any heat. You'll see a whole lot

52:31more people die at that point. For Mr. Jacobson to write, we are heading into another winter without fixing the vulnerabilities. We don't need another firm. A few normally cold winter days could be enough to spike natural gas, heating oil and electricity prices to level to levels many main families and businesses cannot afford. He says the market is already warning us. Let me in with this. wholesale heating oil futures for December are around $4.50 a gallon. Before transportation, storage, dealer costs and delivery to your house. I'd add another $3 to that. He says I expect main heating oil to reach $7 a gallon this winter, $8 as possible. If cold weather comes with another disruption to global fuel supplies,

53:33that's geo power and geo politics. The hoothies don't look like they're going to stop and the Saudis don't look like they want to fight. For a main household burning 700 gallons of heating oil over the winter, that's not much. $7 oil means a $49 $100 heating bill. At $8 a gallon, it's $5,600. Natural gas and electricity can move just as quickly for an already-shelves that. The question isn't whether this winter will be more expensive it already is before a data center, for AI. The question is how much more expensive it gets when the temperatures drops. This winter, we may find out what the cost are. You may find out the cost of believing in George Soros, the Todd Foundation, the widow of Steve Jobs, the divorcee of Jeff Bezos, the Bezos Earth Fund, and the rest, Tom Steyer, Michael Bloomberg, all of these billionaires,

54:33and never seeing them align with the Chinese Communist Party. All of them, a data center with AI is not making your electricity more expensive. It is not. Yes, it may emanate noise, and yes, it may use a bunch of water. But if you think the Chinese are going to stop it, you're crazy. You're absolutely insane. Let me read this. We're going to end with this. There's been this whole thing. Reuters, as reporting officials, were preparing September, AI Safety Dialog led by Treasury Secretary Scott Mesaant, covering AI-directed cyber attacks. The distillation of the prospect of a Chinese model with mythos, levels, cyber-capabilities, of White House officials said, but there's no currently no AI-related meeting in mid September. Lizzie Lee of the Asia-Sciety Policy Institute, frame Beijing's question,

55:35if Washington wants cooperation on frontier safety while restricting China's access to frontier compute, what exactly does that cooperation look like? Now, this past Saturday, zero-hedge, said this. Chinese open-weight models from Deepseek, Alibaba's Quinn, Moon Shots, Kimi Minimax, and Zip who are downloadable, forkable, and far cheaper to run with humans and downloads, the global times puts above 10 billion. Export controls and evaluator regimes govern American labs and American hardware. But they do not retrieve weights that have already been distributed. A Modi's essay, the gentleman runs that anthropic, does not pretend otherwise. It is why the proposal climbs to a negotiation with Beijing and why he ranks the treaty-style limit on recursive self-improvement as difficult, but just on the edge of being possible.

56:35You're a liar, sir. The third step requires a partner as of Monday, Monday, this week, the partner said what he thinks of the first two. That's a very sanitized way of saying the Chinese are never going to limit it because the next generation of warfare comes with AI into drones. We have the power to do it. We have a coal-fired power plants to do it, which means we will build more aircraft carriers, more guns, more bullets. We will take back Taiwan and we will finally solve the problem of World War II by eventually probably attacking and or trying to take over the Japanese unless they go nuclear. And we will never again allow ourselves to be slaughtered, raped, mutilated, and brutalized what the Japanese did to us during World War II. So we will continue to grow our AI and we will continue to use more and more and more power. We will build more nuclear power plants, more coal plants, and that's what we

57:40will do. Folks, this has been a enlightening show. I hope my name is Todd Royle. I am the host geopower, energy, and real power plants. And thank you so much.