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Trump ‘Puts a Bit of Stick About’ and Frightens Our Friends

January 10, 2025 by Llewellyn King Leave a Comment

President-elect Donald Trump is “putting a bit of stick about.”

That is a British expression which means as it sounds to stir up trouble. In sports, like rugby, it means to play more aggressively. In politics, it can mean to stir up  trouble for trouble’s sake.

Aficionados of UK television will remember when, in the BBC version of “House of Cards,” the prime minister turns to an aide and says with evil relish, “Put a bit of stick about.”

Trump is causing distress, even shock, in the capitals of the North Atlantic Treaty Organization, possibly the most effective alliance the world has ever known. NATO has been a force for peace since the end of World War II.

Concomitantly, it can be surmised, Trump’s press conference at Mar-a-Largo thrilled the capitals of China, Russia, North Korea, and Iran. It would appear to them that NATO is coming apart and what used to be called the free world is eating its own.

Trump told Denmark that he might invade Greenland, Panama likewise, and Canada that he would use economic measures to compel it to become the 51st state.

Trump’s final bit of stick, if you will, was to suggest renaming the Gulf of Mexico, presumably to infuriate Mexicans for no better reason than so many of them have migrated illegally to the United States. Pique, just pique, Mr. President-elect.

Allies and defenders of Trump have rushed to his side, largely depending on their lack of a grip on geopolitical reality or because they believe that he must be right because he is their man, their leader, their sage and America’s savior.

Just how are U.S. interests being served by roiling our two large, friendly neighbors with whom we have lived amicably since the end of the hostilities in the War of 1812 for Canada, and the end of the Mexican-American War in 1848 for Mexico?

Trump was enthusiastic about that friendship when he tore up the North American Free Trade Agreement and replaced it proudly with a similar agreement, the United States, Canada, Mexico Agreement, in July 2020, during his first administration.

One can imagine a foolish campaign to seize Greenland, which would tear NATO asunder and give Russia an incentive to invade the Baltic states and, with Europe off balance, to finally win Ukraine.

One could see some future American president eyeing the wreckage and saying, as Richard III wails pathetically in Shakespeare’s play, “A horse, a horse, my kingdom for a horse,” “Europe for Greenland.”

One can imagine Chinese President Xi Jinping taking any U.S. hostile move against a neighbor in North America as an invitation to take Taiwan.

One could go on, imagining Iran launching a full land war against Israel, and Israel responding with nuclear weapons. Or Central and South America, uniting in hostility to the United States, helping their drug gangs to surge fentanyl into the United States via drones and tunnels.

The Panama Canal is a vital waterway, and Americans did build it after the French failed. Since the full transfer of the canal in 1999, in accordance with the Torrijos-Carter Treaties of 1977, which guaranteed its neutrality, mostly things have worked well. Yes, China has invested in Panama and the canal, but that is no secret. That was going on, as were other Chinese investments worldwide, during the first Trump administration.

The Chinese do operate two terminals on the canal, but they need the revenue from world shipping, just like any other business along the canal.

The canal remains in our backyard, under surveillance. Interfering with its operations would be an act of war by any country.

If Panama is overcharging U.S. shipping, negotiate.

Leave Canada alone. It is our great asset to the north, our kith and kin in democracy and capitalism. Canadians are not a subjugated people, longing to have two senators and about 60 representatives on the Potomac.

Putting a bit of stick about can be some fun. But take it too far and it becomes vandalism.

Filed Under: King's Commentaries Tagged With: Chinese, Greenland, Israel, Jinping, Mexico, NATO, Panama Canal, Russia, trump, Ukraine

Big Tech Needs to Step Up and Take the Risk on New Nuclear Plants

November 15, 2024 by Llewellyn King Leave a Comment

If it gets too hot or too cold for long next year or sometime in the next several years, you may find yourself in the dark, without air conditioning or heat, depending on the nature of the crisis. The electricity system is under stress — more so in some areas than others.

The electricity demand is rising rapidly. Onshoring of manufacturing, EVs (both private and commercial), and, most important, data centers serving the demand for AI are all staking their claim to more electricity.

AI gets most of the attention, and deservedly so. Data centers, essential to AI, are appearing everywhere, with a profusion in Virginia, Texas and California.

There is a critical need for more generation, and there is a general agreement that it should be provided, at least in part, by nuclear power. Seldom does an industry executive or a political figure talk about the electricity shortfall than they mention nuclear power and small modular reactors as a solution.

The big tech companies — think Amazon, Google, Facebook, Microsoft — are aware they may have to play a significant role in the future of the electricity supply, but they are selective.

The electricity-hungry tech giants — those building or have contracted to build data centers — are picky about the electricity they want.

The tech giants are keen to signal virtue. They want to be seen as using only carbon-free power, which means abundant and reliable natural gas isn’t an option for them.

They are buying all the wind and solar generation that is available. But for the great new additions that are going to be needed to support the exploding number of data centers and the nearly insatiable needs of AI, nuclear has to be the answer.

Despite the considerable attention given to Microsoft’s planned restart of Three Mile Island Unit 1, the tech giants have yet to really step up.

James Schaefer, senior managing director of Guggenheim Securities Investment Banking, thinks with their vast wealth and great electricity hunger, they should be leading the deployment of mall modular reactors and providing a path to the future. If not, there will have to be government-guaranteed insurance for the cost overruns that construction will likely face for the early generations of these reactors.

The solution is for the big tech companies to sign agreements with the developers to buy their power at generous and, maybe, flexible rates. In other words, they need to take the risk to bring their wealth to bear; otherwise, the risk will have to be taken by the government, which is unlikely to be favored in a conservative administration.

New nuclear plants face two problems: the risk of building the first-of-a-kind, always high, and the fact that the nuclear construction industry in America has been allowed to run down.

This was apparent with the delays and runaway costs experienced by the Southern Company when it added two old-style, big reactors at its Plant Vogtle near Waynesboro, Georgia. The costs and delays were wildly underestimated for the first unit, and the contractor, Westinghouse, went bankrupt during construction. The costs for the second unit also ran over its estimates, but less so than the first. Lessons had been learned, workers trained.

Schaefer believes the electric utility industry, acting in unison, needs to agree with the tech giants on how to provide a serious path to bring these exciting new reactor designs to market.

If the tech companies don’t shoulder a large part of the risk in new nuclear generation, that risk will fall on the industry and its customers and will be reflected in higher electricity rates when inflation has already taken a toll on household income.

Without a new path forward, the state commissions, which regulate electricity pricing, will be fighting for rates to remain low, well aware that inflation has already eaten into family budgets and a rise in the cost of electricity will have political consequences.

The can-do attitude of the incoming Trump administration will be seriously tested in the electricity field. It won’t want people sweating or shivering, and it may have to nudge tech biggies into doing more than peripheral things — and looking green — to provide for a demand they are creating.

Filed Under: King's Commentaries Tagged With: big tech, crisis, electricity, James Schaefer, nuclear, Onshoring, reactors, trump

Five Things That Underlie the Anxiety That Is Gripping the Nation

June 1, 2024 by Llewellyn King Leave a Comment

They say Generation Z is a generation of anxiety. Prima facie, I say they should get a grip. They are self-indulgent, self-absorbed and spoiled — just like every other generation.

Yet, they reflect a much broader societal anxiety. It isn’t confined to those on the threshold of their lives. I would highlight five causes of this anxiety:

—The presidential election.

—Climate change.

—Fear of wider war in Europe and the Middle East.

—The effect of AI on everything, from job losses to knowing real from fake.

—The worsening housing shortage.

The election weighs on all these issues. There is a feeling that the nation is headed for a train wreck, no matter who wins.

President Biden and former president Donald Trump are known quantities. And there’s the rub. Biden is an old man who has failed to convey strength either against Israeli Prime Minister Benjamin Netanyahu or the pro-Russia movement in Congress.

Biden has led on climate change but failed to tell the story. He has been unable to use the bully pulpit of his presidency and layout, with clear and convincing rhetoric, where the nation should be headed and how he will lead it there.

And if his health should further deteriorate, there is the prospect of Vice President Kamala Harris taking over. She has distinguished herself by walking away from every assignment Biden has given her, in a cloud of giggles. She has no base, just Biden’s support.

Trump inspires that part of the electorate that makes up his base, primarily working people who have a sense of loss and disgruntlement. They really believe Trump, the most unlikely man ever to climb the ramparts of American politics, will miraculously mend their world.

More reprehensible are those members of the Republican Party who are scared of Trump, who have hitched their wagon to his star because they fear him and love holding on to power at any price.

You will know them by their refusal to acknowledge the last election was honest and or to commit to accepting the result of the next election. In doing this, they are supporting a silent platform of insurrection.

The heat of summer has arrived early, and it is not the summer of our memories, of gentle winds, warm sun and wondrous beaches.

The sunshine of summer has turned into an ugly, frightening harbinger of a future climate that won’t support the life we have known. Before May was over, heat and related tornados took lives and spread destruction across Texas and elsewhere.

I wonder about children who have to stay indoors all summer in parts of Texas, the South and West, where you can get burned by touching an automobile and where sports must be played at dawn or after dusk. That should make us all anxious about climate change and the strength and security of the electric grid as we depend more and more on 24/7 air conditioning.

The wars in Europe and the Middle East are troubling in new ways, ways beyond the carnage, the incalculable suffering, and the buildings and homes fallen to bombs and shells.

Our belief that peace had come to Europe for all time has fallen. Surely, as the Russians marched into Ukraine, they will march on unless they are stopped. Who will stop them? Isolation has a U.S. constituency it hasn’t had for 90 years.

In the Middle East, a war goes on, suffering is industrial and relentless in its awful volume, and the dangers of a broader conflict have grown exponentially. Will there ever be a durable peace?

Artificial intelligence is undermining our ability to contemplate the future. It is so vast in its possibilities, so unknown even to its aficionados, and such a threat to jobs and veracity that it is like a frontier of old where people feared there were demons living. Employment will change, and the battle for the truth against the fake will be epic.

Finally, there is housing: the quiet crisis that saps expectations. There aren’t enough houses.

A nation that can’t house itself isn’t fulfilled. However, the political class is so busy with its own housekeeping that it has lost sight of the need for housing solutions.

There are economic consequences that will be felt in time, the largest of which might be a loss of labor mobility — always one of the great U.S. strengths. We followed the jobs. Now we stay put, worried about shelter should we move.

This is, ultimately, the decade of anxiety, mainly because it is a decade in which we feel we are losing what we had. Time for us to get a grip.

Filed Under: King's Commentaries Tagged With: anxiety, Biden, employment, Europe, Generation Z, housing, Russians, summer, trump, Ukraine

The Battle for America Is the Battle for Science

March 25, 2017 by Llewellyn King 1 Comment

The man who popularized Greek-style yogurt, Hamdi Ulukaya, is probably one of the only, if not the only, billionaire of recent years who does not owe his fortune to the government. Jeff Bezos does, Bill Gates does, Mark Zuckerberg does, along with dozens of others who have amassed fortunes in the digital age.

They are smart men all who have exploited opportunities, which would not have existed but for the government’s presence in science. I applaud individuals who build on government discoveries to make their fortunes.

But government-backed science, which has brought us everything from GPS to the internet, is in for a radical reversal, as laid out in the Trump administration’s budget proposal.

It was greeted with derision when it was released, with many hoping Congress will reverse it. However in the science community, in the halls of the National Science Foundation, in the facilities of the National Institutes of Health, and in the sprawling world of the Department of Energy’s national laboratories, there is fear and alarm.

There should be. There should be from the world of learning a great bellow of rage, too.

The Trump administration has declared essentially that the United States cannot afford to be wise, cannot afford to invent, cannot afford to cure or to minister, and cannot afford to continue the rate of scientific evolution, which has made science of the post-World War II period so thrilling, benefiting countless people.

The administration has identified 62 programs for elimination or severe cutbacks. It has done this in a mixture of ignorance, indifference and delusion. The ignorance is that it does not seem to know how we got where we are; the indifference is part of a broad, anti-intellectual tilt on the political right; and the delusion is the hapless belief that science and engineering’s forward leap of 75 years will be carried on in the private sector.

The broad antipathy to science, to learning in all but the most general sense, is the mark of the Trump budget proposal.

But science, whether it is coming from ARPA-E, (Advanced Projects Research Research Agency-Energy) or the National Science Foundation’s watering of the tender shoots of invention, the Department of Energy’s world-leading contribution to the Human Genome Project, or the National Institutes of Health’s endless war against disease (especially the small and awful diseases like Myalgic Encephalomyelitis and the rarest cancers) is the future. Without it, the nation is gobbling its seed corn.

In the Trump administration, there is money to build a giant wall but no money to surge forward into the future.

To the administration, as indicated in its budget proposal, the sciences and the engineering that flows from them is a luxury. It is not. It is the raw materials of peace and strength in this century and beyond.

To take just one of the follies implicit in the philistine budget, cutting funding for medical research will come just when there is need for more — research that if not funded by the government will not be done. New epidemics like bird flu, Zika and Ebola cry out for research.

Increasingly, the old paradigm that new drugs would come from the drug companies is broken. It now costs a drug company close to $2 billion to bring a new compound to market. That cost is reflected in new drug prices, as the companies struggle to recoup their investments before their drugs go off patent. Shareholder value does not encourage the taking of chances, but rather the buying up of the competition. And that is happening in the industry.

The world desperately needs a new generation of antibiotics. The drug companies are not developing them, and the bugs are mutating happily, developing resistance to the drugs that have held bacterial disease at bay since penicillin led the way 89 years ago.

Fighting the political folly that threatens science is the battle for America. In 50 years, without amply government-funded research and development, will we still be the incubator for invention, the shock troops against disease, the progenitors of a time of global abundance?

Our place in the world is not determined by our ideology, but by our invention. Sadly, the pace of invention is at stake, attacked by a particularly virulent and aberrant strain of governmental thinking.­­

Filed Under: King's Commentaries Tagged With: biomedical engineering, energy, National Science Foundation, research, science, trump, United States

Infrastructure Needs Bring Comity to Congress

February 10, 2017 by Llewellyn King Leave a Comment

By the current standards on Capitol Hill, there is astounding comity in the House Committee on Transportation and Infrastructure. The committee, which held its first hearing of the new Congress recently, exhibits a kind of good humor, of give and take, which largely ceased with the Gingrich Revolution of 1994.

What makes this committee different is that Republicans and Democrats are staring into the jaws of hell together, so to speak. Disparate as they are, from super-liberal Democrat Eleanor Holmes Norton of the District of Columbia to the committee’s conservative chairman, Bill Shuster, R-Pennsylvania, the members know that the nation’s infrastructure is in deplorable condition.

They know, too, that in the current Congress, with its GOP aversion to new taxes, there is not enough money to fix the deteriorating infrastructure. They know all too well the old saw about immovable objects and irresistible forces.

A panel of heavy infrastructure users, headed by business celebrity Fred Smith, founder and CEO of FedEx, laid out the choke points for his industry: air traffic control and the interstate highway systems.

One of Smith’s ideas for improving the nation’s highways, bridges and public transit systems is to raise the gasoline and diesel tax, which has languished since 1994. But he warned this might not be the whole answer when new forms of propulsion, like electricity and compressed natural gas are changing or threatening to change the transportation mix.

No one on the panel objected to the idea of taxes for infrastructure. The overriding concern was from committee members who wondered whether the money would be spent where it was planned or diverted to general revenue needs.

It interested me that it was Smith who recommended greater taxation. His panel colleagues, including Ludwig Willisch, CEO of BMW of North America, and David MacLennan, CEO of Cargill, did not demure. More important, Republican members of the committee swallowed the tax poison without visible physical effect. No retching, trembling or detectable palpitations.

The elephant in the room, of course, was the Trump administration. Candidate Trump promised a massive infrastructure leap forward.

No one seemed confident that spending hawks in the Congress would support such athletics. It is hard to be hopeful that President Trump will get all or any of the new money out of a Congress that is looking at escalating deficits.

Talking to people involved in infrastructure, one gets this picture: user fees are not enough and toll roads, favored in principle by many, do not raise enough money to attract and keep private investors. Philip White of the global law firm Dentons, points out that many of these have failed in Texas — ground zero for private enterprise — and have had to be taken over by government entities. Similar fates have befallen toll roads elsewhere.

The big initial boost for the infrastructure under Trump will not come from new money, but rather from authorizing previously delayed projects and easing regulations. There is also the current highway fund spending, which has risen somewhat.

But nobody, especially on the House committee, believes it is enough to reverse the relentless crumbling of roads and bridges. The real infrastructure funding need has been estimated to be as high as $6 trillion.

Back to FedEx’s Smith and what he thinks will work: a mileage tax, congestion pricing and high-access lanes on highways; a revised tax code, which would eliminate some of the anomalies that hamper strategic planning; privatizing air traffic control; and upgrading runways.

He pointed to Memphis, FedEx’s “SuperHub,” where there has been a huge gain in productivity with air traffic improvements financed by his company.

Cargill, for its part, sang the song of barges, shipping containers, trucks and railcars. “It is the interconnected nature of waterways, railways and highways — the three-legged stool of domestic transportation — that is important to keeping the United States competitive. When one mode of transportation is troubled, it affects the entire system,” MacLennan said.

All is not lost for infrastructure spending. Trump, it appears, is keen to say he has honored his campaign promises. And he promised big.

Get ready for taxes, fees and congestion charges. The need is great, the means slim and taxes, by another name, will come.

The House Transportation and Infrastructure Committee will need all of its evident camaraderie as it takes its shovel to the legislative tarmac.

For InsideSources

Filed Under: King's Commentaries Tagged With: Bill Shuster, Dentons, Eleanor Holmes Norton, FedEx, Fred Smith, Infrastructure, trump

Oh, My Gourd! Pumpkins Are on the Loose

October 21, 2016 by Llewellyn King Leave a Comment

Giant pumpkins are a clear and present danger, and we are not being told about it. Linus of the comic strip Peanuts no longer gives us the heads-up.

Consider in 1900, the largest pumpkin on record weighed in at a modest 400 pounds. Two men could lift it. That was the typical weight of obese pumpkins until 1980, the year after the accident at the Three Mile Island Nuclear Power Plant, when they started getting bigger, a trend that continues. Suspicious, eh?

Monster pumpkins this year are coming in at more than 2,000 pounds, with the American champion weighing a scale-busting 2,261.5 pounds. It was grown in Rhode Island.

But maybe there are bigger pumpkins lurking in the Amazon. The Swiss claim a bigger pumpkin, but they would, wouldn’t they?

In the world of Cucurbita maxima (Latin for big pumpkin), these monsters are fit for a pie for the Kardashian family. Have you noticed the Kardashians only seem to do three things: take selfies, conduct social media fights and eat? Just watch “Keeping Up with the Kardashians”: They are always eating. The family’s many crises are dealt with food. Did Kim go to Maxim’s when her jewels were stolen in Paris?

Actually, pumpkins are good-eating. Always sprinkle cinnamon on pumpkin. Cinnamon is to pumpkins what drawn butter is to lobster: It just belongs.

When I was a boy, I ate a lot of pumpkin and it was either mashed up with or without sugar. My brother and I liked the sugared version, while my father preferred his simply boiled.

But that was before people started growing pumpkins as big as elephants. What is the purpose of a 2,000-pound pumpkin? Do you need a chainsaw to cut it up? Who needs to cook with a vegetable that was brought in on a truck, held down by chains? Even the best-equipped kitchens do not have forklifts.

Worse, there is the way pumpkins are taking over our politics.

The first politician to show their influence was John Boehner, the former speaker of the House, whose face kept turning pumpkin-orange before our startled gaze.

Now comes Donald Trump, clearly a man who has had sinister dealings with pumpkins: His orange hair is the giveaway. What do the pumpkins want? Can Trump deliver or will Hillary Clinton get the Pumpkin Party endorsement? Some of her pantsuits are already Hubbard squash-colored.

Halloween and Thanksgiving are when the pumpkins come to haunt us. Forget the witches, it is the gourds muscling in on our innocent festivals.

Yet all year in domestic gardens, U.S. Department of Agriculture research centers and in secret pumpkin patches, pumpkins are sucking up nutrients to grow bigger and bigger. Soon they will rival the Trump Tower and the Grand Coulee Dam.

What do they want? Why are they courting our celebrities, our politicians and corrupting our children? Oh, my gourd!

Be afraid, the pumpkins are on the loose for the next month.

Filed Under: King's Commentaries Tagged With: halloween, satire, trump

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