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May 6, 2025 36 mins

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One half of the Energy Bad Boys came back on the show to discuss our electric grids and the good, the bad, and the ugly about them.

Isaac Orr and Mitch Rolling published a Substack last month telling how my home state of Michigan's insane energy policies will likely shut down the last remaining iron mine in the Upper Peninsula, the Tilden mine. Now Isaac is on the show to do a deeper dive into that, the realities for all the states chasing the nonsensical green power dream, and how the Trump administration is trying to help.

Here are the highlights.

Channels:
00:00 - introduction
02:30 - taking always-on power for granted
04:00 - how the monopoly power generation companies benefit from building new stuff - even if it's ineffective
06:00 - Mitch and Isaac's Substack (link down below) - the rising costs for Michigan's electricity and what that means for the Tilden mine
10:00 - how the promises of the green energy activists about falling costs are untrue, and what the actual rising costs mean for consumers and jobs
12:45 - the problem of urban voters ignoring the needs and realities of largely rural mines, manufacturing, and supply chains
16:00 - the difficulty of getting the general public to understand the need for domestic metals and minerals supply chains
19:30 - the need for low-cost and reliable power for manufacturing and data centers
21:00 - the Trump administration's best moves: undoing Biden's bad stuff
22:00 - reconsidering the Endangerment Finding
29:45 - why "all of the above" is a bad energy answer
30:45 - nuclear
32:30 - the problems with Europe

This is a densely packed episode, so it's best to tune in for the whole thing.

Here are a couple of helpful links:
Mitch and Isaac's Michigan energy disaster Substack: https://energybadboys.substack.com/p/a-michigan-iron-mine-will-pay-15
The Always On Energy Research website: https://www.aoenergy.org/

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