Who Controls the Magnets?

This podcast episode explores the global disparity in electricity usage and the challenges and considerations associated with transitioning to renewable energy sources. It discusses the "iron law of electricity," emphasizing that individuals and nations will prioritize securing electricity by any means necessary. The episode also highlights the challenges of deploying long-distance transmission lines for renewable energy and discusses the negative impacts of California's rapid transition to renewables. Additionally, the resurgence of interest in nuclear power and the challenges of new nuclear plant designs are addressed. The podcast delves into the challenges of electrification in developing countries and the implications of the push to "Electrify Everything." The episode concludes by discussing China's dominance in the supply chain of critical materials for clean energy technologies and the risks associated with this dependence.