The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Dreyfus: China magnet ban put Ford days from shutting down production
“And the cutoff of samarium cobalt magnets, we learned that the Ford Motor Company was within days, literally days, of their entire production line shutting down. The whole Ford Motor Company.”
Dreyfus: Standard electrification will trigger US power shortfalls without AI
“Now, if we simply just want to achieve our objectives to re-industrialize, re-shore, electrify, when I say electrify, that just means replacing your old gas boilers in these buildings with heat pumps, which every commercial building is doing. It means, you kno…”
Dreyfus: China controls the technological know-how for rare earth processing
“The Chinese have all the technological know-how to convert what you take out of the ground and convert it into something that we can use.”
Dreyfus: Building 15 GW of AI factories yearly will require 750k tons of copper
“Data centers for a one gigawatt AI factory now, you need 50,000 tons of copper per gigawatt, and we're gonna start building 15 gigawatts of these things per year.”
Dreyfus: US hasn't modernized electric grid since post-WWII
“We have not invested in upgrading and modernizing and hardening the electric grid since post-World War II.”
Dreyfus: Electricity inflation stems from transmission costs, not generation
“What's really interesting, I think, is really underappreciated, is that's where all the inflation is coming from. It's from the transmission and distribution from the utility, because power prices over the last 20 years, even after the rise we've just had, pow…”
A 1-gigawatt solar-powered AI data center requires 35,000 acres
“A one gigawatt data center needs five gigawatts of solar. Each gigawatt of solar takes up 7000 acres. So at five gigawatts, that's 35,000 acres. That's bigger than San Francisco.”
Dreyfus: US cannot build nuclear containment vessels domestically
“And nuclear, you know, we can't really build it. We can't even build the containment vessels in this country. The Koreans can do it, but we can't do that here.”
Dreyfus: Building a new copper mine takes 7 to 12 years
“It takes seven to 12 years to build a copper mine.”
Boeing and Airbus share a $1 trillion backlog over 10 years
“Boeing and Airbus have a trillion dollars of backlog over the next 10 years.”
Dreyfus: Solar power requires 5x more copper per megawatt than gas turbines
“Solar power per megawatt takes five amounts, five times the amount of copper than a typical base load CCGT gas-fired turbine.”
Dreyfus: Electric cars consume 5x to 6x more copper than gas vehicles
“An electric car consumes five or six times the copper than a traditional internal combustion engine.”