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To: Sam who wrote (206147)	12/1/2025 7:56:41 PM
From: Elroy Jetson	1 Recommendation Recommended By Sam Read Replies (1) \| Respond to of 206192

US Manufacturing Contracts for Ninth Straight Month - wsj.com “It really is all about tariffs killing US manufacturing,” said ISM Chair Susan Spence. “We do not see anything on the horizon that’s going to turn this ship.” Trump tariffs right are driving industrial and manufacturing processes out of the United States. We desperately need to stop the Republican's ongoing efforts to sabotage the re-industrialization of America, or simply remove them from positions of power. Because when you have a complicated supply chain and things are going back and forth over borders multiple times, a flat tariff like the Trump administration has instituted taxes things every time they come into the US, so it's cheaper just to take the manufacturing out of the US and put it somewhere else. A lot of that is going to Mexico. They'll finish the product there and then ship it into the US. You only pay the import tariff once which is much cheaper, much more economically viable. It's really hurting American communities wight now. And that's nothing compared to what's coming from Trump tariffs over the next year. In Juarez, the border town just across from El Paso, there are these vast industrial parks which have been built to take advantage of the ongoing NAFTA integration and the Trump tariff policy decisions, but Juarez doesn't have enough electricity to turn the lights on and Texas doesn't have enough electrical capacity to export. So these warehouses are just sitting empty, so you have to go all the way down to Chihuahua City, which is a better run city with it's own power generation system to get electricity, but Chihuahua City has a limited population, so this combination has put a real crimp on building out supply chains of any type in North America. So if you're in North America and you want to get into this industrial pulse, realize that the Chinese are going away one way or the other due to a demographic collapse, so we have to make our own products. But you have to start with additional electrical power, which power companies control rather than local planners so you have to find some way to get into the heads of local utilities. And I know, I know the federal government is making this as impossible as it possibly can. The three biggest inputs which go into power plants are copper, steel and aluminum which the Trump administration on which the Trump administration has put a 50% tariff on all of these inputs to building new power plants, and that sucks. This means that even if your community and utility had a plan in place the numbers don't make sense anymore, and the Trump administration has taken away everything the Federal government has done in terms of funding for electricity build-out or financing, so you do have to it all on you own at a much higher cost and that sucks. But it's still the first step and it has to be done, and we're at a point now where we're running out of time - so you need to do it anyway. . . . and the Trump administration has fired most of that staff at FERC which is required by law to to approve all power systems which cross state lines, so until Trump is out of office all power will have to come from within your own state.

To: Sam who wrote (206147)	12/2/2025 10:43:43 PM
From: elmatador	3 Recommendations Recommended By longz miraje Selectric II Read Replies (1) \| Respond to of 206192

"US Energy Secretary Chris Wright has floated an unusual but very creative plan to quickly expand U.S. grid capacity: tapping the industrial diesel generators already sitting at data centers, big-box retailers, and other commercial sites." his idea was floated in South Africa to deal with load shedding as South Africa has a power generation deficit. The proposal comes as multiple regional grids strain under the explosive power demand driven by the data-center boom. Leveraging these idled generators could serve as a short-term bridge until new generation comes online. Bloomberg quoted Wright on Tuesday morning at the North American Gas Forum in Washington, where he said that tapping the nation's idled fleet of industrial diesel generators could add the equivalent of about 35 nuclear power plants' worth of electricity and help bridge the country until new natural-gas and nuclear generation comes online in the coming years. Wright emphasized the scale of the opportunity, saying, "We're going to unleash that 35 gigawatts of capacity that sits there today," though he noted that pollution rules have historically limited generator use. He argued that the massive data-center buildout over the next few years could be primarily supported by these existing generators, avoiding the need for dozens of new power plants. These generators, he said, are already deployed at data centers and commercial sites nationwide. "They're all around the country. It's going to start with communicating to everyone that these assets exist." [/ur Wright and the Trump administration understand that power grids are stretched thin in the era of data centers. The push for dispatchable backup generation is a short-term solution for all the missing power needed for the AI boom.. Wow: "In 2025-28, we project ~57 gigawatts (GW) of US data center power demand, and we quantify available power capacity to serve this demand as: near-term grid access of ~12-15 GW, plus ~6 GW of data centers under construction, resulting in a ~36 GW shortfall of US power… pic.twitter.com/4PArdYY9qO — zerohedge (@zerohedge) December 16, 2024 Perhaps by the time the 2030s arrive, new natural-gas generators and other reliable sources will finally add enough capacity to meet booming demand. Nuclear remains more of a next-decade story. And now, Wright may truly be onto something. https://www.zerohedge.com/ai/energy-secretary-backup-generators-commercial-sites-could-unlock-35-nuclear-plants