Dave Walsh: Wind And Solar Are “Grossly Inadequate In Power Generation To Support Manufacturing.”

Aired On: 10/9/2024

Peter Navarro and Dave Walsh discussed the Biden-Harris administration’s energy policies, labeling them as "anti-manufacturing” and highlighting their detrimental impact on core industries. Walsh emphasized that vital sectors such as steel, aluminum, auto manufacturing, and even hospitals rely heavily on continuous, 24-hour electricity, which current renewable sources like solar and wind cannot provide. He explained, "Solar works 4-5 hours a day, wind 7.5 hours on average—grossly inadequate for manufacturing.”

Walsh pointed out that major players like Jamie Dimon and Larry Fink have recently acknowledged that AI server centers and other tech infrastructure cannot function without consistent energy from sources like nuclear or gas. Walsh noted that Microsoft restarted nuclear reactors at Three Mile Island to power an AI center, illustrating the inadequacy of renewable energy for major industrial applications.

Walsh criticized the administration’s moves to block oil and natural gas exploration, noting that electricity prices are now 31% higher than when Biden took office. He warned that if Biden’s policies continue, including expensive mandates for carbon capture and hydrogen fuel conversion, "We’ll be in the same place as Europe—four to five times higher electricity costs.”

Walsh concluded that shutting down U.S. coal plants only shifts manufacturing to China, where coal use continues to rise, making these policies "infinitely worse” for global emissions.