Paul interviews David Holt of the Consumer Energy Alliance, "The Voice of Energy Consumers." The group has a presence in New Mexico, especially the Permian Basin. Paul and David discuss the big-picture energy situation, but also comment on the drastic changes likely to occur in the supply chain and whether/how a shift away from China might impact New Mexico. David is an optimist when it comes to the US economy and energy especially in the area of "re-shoring" a variety of manufacturing activities.