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In this insightful episode of the Charles Mizrahi Show, we welcome back Mark Mills, a renowned energy expert and senior fellow at the Manhattan Institute. Join us as we explore the intricate relationship between artificial intelligence (AI) and energy consumption, and the significant impact this has on our future. Mark is also the author of The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s

Mark shares his recent testimony before the U.S. Senate Committee on Energy and Natural Resources, providing a firsthand account of the challenges and opportunities at the intersection of AI and energy. We delve into the practical realities of electric vehicles (EVs) and renewable energy sources, discussing the hurdles that need to be overcome for a successful transition.

The conversation also covers the massive energy demands of data centers, which are poised to grow even further with the advancement of AI technologies. Mark compares the current AI revolution to past technological advancements, offering valuable insights into the future growth and energy requirements of AI.

For investors, this episode highlights promising opportunities in the energy and tech sectors, focusing on companies that stand to benefit from the AI boom. We also examine the role of government regulation in shaping the energy infrastructure and the need for policy reform to support sustainable growth.

Tune in for a compelling discussion that blends energy expertise with forward-thinking perspectives on technology and investment. Mark Mills' deep understanding of the energy landscape and his vision for the future make this a must-listen episode for anyone interested in the evolving dynamics of AI and energy.

Don't miss out on this engaging and informative episode that promises to broaden your understanding of one of the most critical issues of our time.

Topics Discussed:

● Introduction and Guest Welcome (00:00:00)

● Discussion on Energy and AI (00:03:01)

● Testimony Before the Senate (00:10:01)

● The Reality of EVs and Renewable Energy (00:17:01)

● Data Centers and Energy Consumption (00:25:01)

● The Future of AI and Energy (00:35:01)

● Comparison to Historical Technological Advances (00:45:01)

● Implications for Investors (00:55:01)

● The Role of Government and Regulation (1:05:01)

● Closing Remarks and Future Outlook (1:15:01)

Guest Bio:

Mark Mills is a physicist, senior fellow at the Manhattan Institute, and a faculty fellow at Northwestern University’s McCormick School of Engineering and Applied Science. He was named “Energy Writer of the Year” by the American Energy Society.

He has written several award-winning books, including his latest The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s.

The Biden administration plans to eliminate fossil fuels as a form of energy generation in the U.S. by 2035. Not so, says Mark.

Resources Mentioned:

The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s

Testimony of Mark P. Mills Executive Director, National Center for Energy Analytics May 21, 2024

National Center for Energy Analytics

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In this episode of the Charles Mizrahi Show, we sit down with Dave Cote, former CEO of Honeywell and current Executive Chairman of Vertiv Holdings Co.(NYSE: VRT). Join us as we delve into a compelling conversation about leadership, overcoming business challenges, and the transformative role of AI in the tech industry.

Dave shares his journey from leading Honeywell to remarkable success, to steering Vertiv through the complexities of the AI data center market. We discuss the impact of inflation and supply chain issues, and how Vertiv has navigated these challenges to emerge stronger.

Listen in as Dave offers valuable insights on effective leadership, managing during crises, and building a high-performance culture. We also explore his new book, "How to Be a Leader: 15 Minutes a Day to Establish Communication, Resiliency, Creativity, and Humility," where he shares practical advice for current and aspiring leaders.

Additionally, Dave provides his perspective on American capitalism, the future of Vertiv, and the potential growth of Honeywell under new leadership. This episode is packed with actionable insights and inspiring stories that highlight the importance of thinking differently, staying resilient, and leading with purpose.

Tune in for an engaging and informative discussion that will leave you with a deeper understanding of business leadership and the future of technology. Don't miss out on this opportunity to learn from one of the most respected leaders in the industry.

Topics Discussed:

• Introduction and Catch-Up (00:00:00)

• Vertiv's Evolution and AI Impact (00:01:52)

• Honeywell Legacy and Capitalism (00:05:30)

• Understanding Data Centers (00:08:05)

• AI Chips and Liquid Cooling (00:10:11)

• The Q4 2021 Debacle (00:17:33)

• Turning Around Vertiv (00:31:26)

• Leadership and Management Changes (00:33:28)

• New CEO and Team Dynamics (00:40:06)

• Book Discussion: How to Be a Leader (00:44:09)

• Company Culture and High-Performance (00:49:45)

• American Dream and Opportunities (00:54:37)

• Final Thoughts and Recommendations (00:56:49)

Guest Bio:

David Cote is a bestselling author, former CEO of Honeywell and the textbook definition of a strong leader. When he took the reins in 2002, Honeywell looked even worse on the inside than it did on the outside. But over the next 15 years, Cote scrubbed the company’s financial foundation and helped its operations thrive. Best of all, he took care of his employees and helped create millionaires among Honeywell shareholders.

Resources Mentioned:

-How to Be a Leader: 15 Minutes a Day to Establish Communication, Resiliency, Creativity, and Humility [https://a.co/d/bEZS0gu]

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Washington has spent nearly $2 trillion on “clean” energy incentives and is still pushing for a “Green New Deal”—all due to the prevailing concern about climate change. But what if they’re wrong? Today, I’m sitting down with the Department of Energy’s former Under Secretary of Science, Steve Koonin, to talk about the real facts behind modern climate science.

Topics Discussed:

• An Introduction to Steven Koonin (00:00:00)
• Why Climate Change is a Hot-Button Issue (00:02:09)
• Rising Sea Levels and Melting Ice Caps (00:08:19)
• Hurricanes, Tornadoes and other Disasters (13:45)
• What’s Causing Climate Change (00:19:53)
• Climate Science’s Effect on Society(00:26:40)
• Changing Weather Challenges Global Warming (00:33:36)
• The Death of Fossil Fuels Has Been Greatly Exaggerated (00:38:41)

Guest Bio:

Steven Koonin is a theoretical physicist and former Under Secretary for Science at the Department of Energy. He’s also a former director at the Center for Urban Science and Progress, a professor at NYU’s Tandon School of Engineering, and author of Unsettled: What Climate Science Tells Us, What It Doesn't, and Why It Matters.

 Resources Mentioned:

Unsettled: What Climate Science Tells Us, What It Doesn't, and Why It Matters

Transcript:

https://charlesmizrahi.com/podcast/

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Oil and Gas pipelines have become a hot topic in today’s energy debates. New projects like the Keystone pipeline could help rein in rising oil and gas prices. But they’re meeting unprecedented resistance from politicians, environmentalists — and even bankers. Today I’m joined by Diana Furchtgott-Roth, who’s going to shed some light on the difference between green energy “pipe dreams” and real-world pipeline facts. 

Topics Discussed: 

• An Introduction to Diana Furchtgott-Roth (00:00:48) 
• Transporting oil: Truck, Train, Tanker or Pipeline? (00:04:35) 
• The Economic Reality of Climate Change (00:11:30) 
• Giving Away America’s Energy Independence (00:23:10) 
• The Government’s Green Energy Blunder (00:31:40) 

Guest Bio: 

Diana Furchtgott-Roth is an economist and adjunct professor of economics at George Washington University. She served as the chief economist of the United States Department of Labor, and she was nominated by President Donald Trump to serve as Assistant Secretary of Transportation for Research and Technology. She’s also a columnist for Forbes.com and author of Disinherited: How Washington Is Betraying America's Young.  

Resources Mentioned: 

Disinherited: How Washington Is Betraying America's Young 

Transcript:

https://charlesmizrahi.com/podcast/

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Biden’s Green Energy mandates have won over millions of Americans … but not Mark Mills. 

Mark’s a physicist who was named “Energy Writer of the Year” by the American Energy Society.  

He recently authored The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s. And he runs a podcast called The Last Optimist, which features discussions with leading thinkers and innovators. 

I sat down with Mark to talk about the real-world science behind transitioning an entire national economy to new forms of fuel — and why even President Biden doesn’t seem to believe his mandates are realistic. 

Topics Discussed: 

• An Introduction to Mark Mills (00:00:31) 
• Biden’s State of the Union Slip-Up (00:01:42) 
• Energy Mandates aren’t Based in Science (00:10:42) 
• The Myth of Zero-Emission Electric Vehicles (00:17:40) 
• Massive Energy Needs for EV Mining (00:23:50) 
• China’s Toll on the Road to Renewable Resources (00:34:25) 
• Cobalt Red and the Real-World Cost of EVs (00:40:15) 
• The Rising Cost of EV Minerals (00:47:09) 
• The Real Net Savings of Switching to EVs (00:53:27) 
• Simple Math Points to Rising Oil Prices (1:00:00) 

Guest Bio: 

Mark Mills is a physicist, senior fellow at the Manhattan Institute, and a faculty fellow at Northwestern University’s McCormick School of Engineering and Applied Science. He was named “Energy Writer of the Year” by the American Energy Society.  

He has written several award-winning books, including his latest The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s.  

The Biden administration plans to eliminate fossil fuels as a form of energy generation in the U.S. by 2035. Not so, says Mark.  

Resources Mentioned: 

The Cloud Revolution: How the Convergence of New Technologies Will Unleash the Next Economic Boom and A Roaring 2020s.  

 Transcript:

https://charlesmizrahi.com/podcast/

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Josh Young is the Founder and Chief Investment Officer of Bison Interests, a hedge fund whose oil and gas investments soared 349% in 2021.

He goes above and beyond when it comes to research—conducting extensive research and networking with contacts all over the world, at all hours of the day. He even shares his insights on Twitter (you can follow him HERE).

I recently sat down with Josh to talk about the inner workings of the oil and gas industry. We discussed everything from exploration and development to electrical grids and the development of renewable energy sources.

It was the kind of conversation I think every investor needs to hear in 2023.

Topics Discussed:

●    An Introduction to Josh Young (00:00:00)

●    The Supply and Demand Story of Oil (1:00)

●    What are Oil Services? (10:44)

●    What About the Demand Side of the Market? (19:50)

●    Ancient Electric Grids & Infrastructure (29:58)

●    Simple Steps that Could Transform Lives (37:28)

●    Big Advantages for Small Energy Companies (47:43)

●    The Hardest Part of Investing (55:39)

Guest Bio:

Josh Young Josh is the founder & chief investment officer of Bison Interests, a hedge fund based in Houston TX.

Bison invests in small oil-and-gas stocks in the U.S. and Canada, and owns several stocks that have multiplied many times over since 2020. In 2021, Bison’s hedge fund rose 349% net of fees.

Josh’s views on oil & gas are widely followed in the press and on social media.

Resources Mentioned:

Josh’s Twitter Account can be found here: https://twitter.com/Josh_Young_1

Dr. Siddharth Kara is a British Academy Global Professor and a Visiting Scientist at the Harvard T.H. Chan School of Public Health. He’s also an author, researcher, and activist on modern slavery.

His latest book is Cobalt Red: How the Blood of the Congo Powers Our Lives.

Cobalt is an essential component to every lithium-ion rechargeable battery — those are the batteries that power our smartphones, tablets, laptops, and electric vehicles.

His book “Cobalt Red” is the first-ever exposé of the immense toll taken on the people and environment of the Democratic Republic of the Congo by cobalt mining.

I recently sat down with Siddharth and he told me that roughly 75% of the world’s supply of cobalt is mined in the Congo, often by peasants and children in subhuman conditions. And why we must all care about what is happening in the Congo, and what we can do about it.

Topics Discussed:

● An Introduction to Siddharth Kara (00:00:00)

● The Dark Truth About Congo’s Cobalt Mining (00:01:59)

● The Danger of Artisanal Mining (00:10:06)

● China’s Role in Congolese Mining (00:21:32)

● Electric Vehicles and Environmental Destruction (00:27:36)

● Why Children Are Being Forced to Mine Cobalt (00:35:07)

● How Easily the Problem Could Be Fixed(00:39:00)

● The Harsh Reality of Life in the Congo (00:47:25)

● Big Tech Driving Demand for Cobalt (00:55:47)

● From Blood Diamonds to Blood Cobalt (01:02:51)

● It’s Time to Challenge Congress (01:07:27)

Guest Bio:

Siddharth Kara is a British Academy Global Professor and a Visiting Scientist at the Harvard T.H. Chan School of Public Health. He’s also an author, researcher, and activist on modern slavery.

His latest book is Cobalt Red: How the Blood of the Congo Powers Our Lives.

Cobalt is an essential component to every lithium-ion rechargeable battery—those are the batteries that power our smartphones, tablets, laptops, and electric vehicles.

His book “Cobalt Red” is the first-ever exposé of the immense toll taken on the people and environment of the Democratic Republic of the Congo by cobalt mining.

Resources Mentioned:

Cobalt Red: How the Blood of the Congo Powers Our Lives

In July 2011, an oil tanker traveling through the Gulf of Aden was attacked by pirates. The tanker’s length was about the height of the Chrysler Building.

It was carrying $100 million worth of fuel. And then, it all went to pieces. An explosion and fire broke out.

Another story from Matt Campbell’s book, Dead in the Water: A True Story of Hijacking, Murder, and a Global Maritime Conspiracy, was also showcased in the Tom Hank’s movie, Captain Phillips.

Matt shared with me the hidden system that powers seaborne trade. And how terrible crimes can occur often with no consequences.

Topics Discussed:

• An Introduction to Matthew Campbell (00:00:00)
• The Little-Known Near-$40 Billion Industry (00:01:10)
• True Events from the Movie Captain Phillips — Starring Tom Hanks (00:07:34)
• Insurance
• Fraud Happening Since the Dawn of Time (00:17:27)
• The Human Cost of Getting Your iPhone Delivered (00:37:11)

Guest Bio:

Matthew Campbell is an award-winning reporter and editor for Bloomberg Businessweek magazine.

His latest book —which he co-authors with Kit Chellel — is Dead in the Water: A True Story of Hijacking, Murder, and a Global Maritime Conspiracy.

Resources Mentioned:

Dead in the Water: A True Story of Hijacking,

Murder, and a Global Maritime Conspiracy

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If you don’t know what the Civil War was about or about America’s founding, you are lost in this universe.

Today’s education is a lot of knowledge, but NO wisdom.

That’s what I talked to John Agresto about. His new book is The Death of Learning: How American Education Has Failed Our Students and What to Do about It.

Topics Discussed:

• An Introduction to John Agresto (00:00:00)

• If You Don’t Know the Foundation of America, You Are Lost (00:08:57)

• What a Liberal Arts Education Means (00:12:00)

• The Truth About Education and Careers (00:26:10)

• Outrageous Price for and “Education” (00:34:00)

Guest Bio:

John Agresto John has taught at major universities across the country, served as president of St. John’s College in Santa Fe, and is a prolific author. He also served in senior positions at the National Endowment for the Humanities. His latest book is “The Death of Learning: How American Education Has Failed Our Students and What to Do about It.”

Resources Mentioned:

The Death of Learning: How American Education Has Failed Our Students and What to Do about It

Against the Gods: The Remarkable Story of Risk

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For 100 years, a metal hook held up wires and insulators along the Feather River Canyon, California. After a century's worth of wind, rain and snow wearing it down, it eventually broke in half.

When the live wire fell, it ignited the dry brush below, setting off a huge wildfire. The fire spread with a speed that was absolutely impossible to contain, killing more than 100 people. And the fire razed hundreds of thousands of acres of vineyards and forest.

In her latest book, California Burning: The Fall of Pacific Gas and Electric and What it Means for America’s Power Grid, author Katherine Blunt shared with me the high human cost of our energy grid.

Topics Discussed:

• An Introduction to Katherine Blunt (00:00:00)
• A Single Fire that Destroyed a California Town. (00:02:38)
• Huge Part of the Story: Climate Change (00:10:21)
• The Most Chilling 911 Call (00:15:14)
• Was There A Smoking Gun — A Warning Sign — That the Companies Ignored? (00:19:48)
• PGE Bankruptcy Times Two! (00:30:03)

Guest Bio:

Katherine is a reporter for the Wall Street Journal. She has written about utilities and renewable energy for the Journal since 2018.

Her latest book is California Burning: The Fall of Pacific Gas and Electric and What it Means for America’s Power Grid.

In the book, Katherine explores the decline of California’s largest utility company that led to countless wildfires — including the one that destroyed the town of Paradise — and the human cost of infrastructure failure.

Resources Mentioned:

California Burning: The Fall of Pacific Gas and Electric and What it Means for America’s Power Grid

Transcript:

https://charlesmizrahi.com/podcast/

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