August 15, 2026

Energy is national security—the West can ignore physics until physics sends the bill

Geopower, Energy Realpolitik with Todd Royal – Wind and solar can remain inexpensive new-build generation, yet inexpensive generation is not necessarily an inexpensive electricity system. Existing generation, reliability and fleet diversity increasingly matter as electricity demand accelerates. China appears to understand this better than much of the West. Beijing builds...

Also available on Apple Podcasts ↗