Manufacturing Talks Web Show and Podcast retweeted
How *Not* To Do A Grid Reliability Study
The Energy Bad Boys on how the "Union of Confused Scientists" get New England electricity so wrong.
The Bad Boys also have a sweet hat tip to my own work on the subject.
open.substack.com/pub/energy…
Manufacturing Talks Web Show and Podcast retweeted
This HAS TO change.
This quoted post is unavailable.
Manufacturing Talks Web Show and Podcast retweeted
In this short from our talk with Tom Holm at the Energy Defense Council for Episode 195, Tom chats about how power that ensures our military dominance can also facilitate a manufacturing boom.
See the whole show here: youtu.be/KKchIWjaFl8
Manufacturing Talks Web Show and Podcast retweeted
My latest Substack - the link to the article is in the comments.
Manufacturing Talks Web Show and Podcast retweeted
🚀 Episode 47 Just Dropped!
Manufacturing has returned to expansion, and several supporting indicators are strengthening alongside it.
In this latest episode, brought to you by @veryableops, @Matt_Horine examines ISM Manufacturing PMI rising to 52.6 and the underlying strength in new orders, production, and backlogs.
The discussion also covers firming freight demand, goods inflation cooling as production capacity expands, and how these developments intersect with capital investment decisions and the National Security Strategy’s emphasis on reindustrialization.
The episode evaluates whether this alignment represents the early stage of a broader structural shift in U.S. manufacturing.
Key topics include:
☑️ How supply-driven price cooling could influence Federal Reserve rate decisions
☑️ Why lean inventories can amplify demand during early expansion
☑️ How buyers may be positioning ahead of anticipated tariff-related price changes
☑️ The significance of reindustrialization being explicitly referenced in National Security Strategy
🎧 Catch the full episode:
👉 Apple: podcasts.apple.com/us/podcas…
👉 Spotify: open.spotify.com/episode/0pS…
👉 YouTube: youtu.be/7JQK87liyMY
Manufacturing Talks Web Show and Podcast retweeted
If you’re tired of seeing my face in your newsfeed or on the TV, apologies in advance, because it’s about to get a lot worse. By the end of the year, you’re going to be absolutely sick of me, due to America’s ever widening skills gap, and our ongoing attempts to close it with a record number of work ethic scholarships from mikeroweWORKS, and therefor, a record number of invitations to apply.
The situation is serious. Skilled tradespeople are retiring much faster than they’re being replaced. For every 5 that leave the workforce, two come in. The math is not sustainable, and not a week goes by that I don’t hear from some industry leader wondering if I can help with their recruiting challenges. Every trade is in demand like never before. In fact, there’s been so much outreach from so many CEO’s and elected officials, that we’ve doubled the size of our scholarship fund, and extended the application period this year from six weeks to nine months.
Last year, we received 10X the number of applications we normally get, and this year, with the disruption of AI, I suspect the number will be even higher. These are AI-proof, six-figure jobs that don’t require college debt, but instead, training. Thus, I will be cluttering up the media landscape with an onslaught of invitations to apply for scholarships, (like the one attached,) and good-natured appeals to support our efforts with a modest (or immodest) donation.
Toward that end, I’m pleased to announce that the enrollment period is officially open. Funds are now available to help train the next generation of skilled workers. My goal this year is to award $10 million in scholarships, and you’re invited to apply today. Or, if the spirit moves you, to support our efforts with a donation of any size. The donate button is big and red and hard to miss at mikeroweworks.org/.
If nothing else, please share this, so others can be similarly annoyed with another unsolicited invitation to help us close America's skills gap.
Manufacturing Talks Web Show and Podcast retweeted
Replying to @RyanAlimento
Turning off the refrigerator isn’t my idea of energy dominance
Manufacturing Talks Web Show and Podcast retweeted
We've learned to run business from a spreadsheet, a dashboard, a set of metrics.
That's helped for sure.
But it's gone too far.
Sometimes the answer can be found only by flexing the right hemisphere of the brain.
Manufacturing Talks Web Show and Podcast retweeted
Governments exist within the context of the wider world. You can’t just decide to kneecap your own industry for ideological reasons and expect that other places will helpfully do the same.
If you pick policies like “degrowth”, or you decide to prevent people from building data centers, or from building factories, or you consciously adopt policies that drive entrepreneurs to leave your jurisdiction, or or or, you’re not just wrecking your own economy, you’re also handing military and cultural control of the world over to countries that don’t decide to eliminate their own competitiveness.
The source of military power is wealth and industrial production, the source of cultural influence is the wealth to influence culture. Don’t complain after you destroyed yourself that the people who haven’t are now able to wield vast wealth and industrial might that you threw away, and that you’re now both physically unsafe and unable to protect your decelerationist ideology from outside forces.
Manufacturing Talks Web Show and Podcast retweeted
The European chemical industry - once a pillar of Europe’s competitive strength - has entered an existential phase of decline. INEOS chairman Sir Jim Ratcliffe delivered the headline figure: since the previous Antwerp Summit in 2024, Europe has lost 101 industrial sites and 75,000 jobs, representing €70 billion in productive capacity. Ratcliffe’s blunt assessment captured the sentiment in the room: Europe’s energy prices are four times higher than those of the United States; emissions are not being reduced but offshored; and the continent is systematically hollowing out its industrial backbone while others accelerate.
Manufacturing Talks Web Show and Podcast retweeted
So extremely proud of my younger son AJ, who passed his final Board of Review last night and joined his older brother John in the highest rank in Scouting, Eagle Scout. Way to go, AJ!!
Manufacturing Talks Web Show and Podcast retweeted
It’s fascinating that nobody in the “business expert” ranks will state the obvious about @Ford , @Stellantis , and @GM : they’re losing tens of billions each because they failed in their efforts to have our federal government force you to buy their EVs.
Glad to see @Chrysler / @Stellantis waking up and allowing their customers to have "freedom of choice."
Of course, they could have simply listened to me in 2018 and saved themselves the €22 billion/ USD $26.2 billion. (Yes, I wrote the piece saying @Ford should learn, but the lesson was just as applicable to Chrysler.)
thehill.com/opinion/energy-e…
stellantis.com/en/news/press…
Manufacturing Talks Web Show and Podcast retweeted
🔥 Episode 45 Just Dropped!
The shock of 2020 exposed how fragile many supply chains really were — and forced a deeper reckoning about what it will actually take to rebuild American manufacturing.
In this latest episode, @Matt_Horine sits down with Renan Devillieres, Founder and CEO of @OSSVentures, to examine what reindustrialization requires in practice: different factory models, smarter paths for industrial startups, and more meaningful use of AI on the shop floor — all supported by patient capital and long-term thinking.
Key topics include:
☑️ Why cost ultimately determines whether supply chains localize
☑️ What “new-shoring” means for how factories must be designed
☑️ Why many industrial startups stall inside real plants
☑️ Where AI truly elevates planning, engineering, and quality work
🎧 Catch the full episode
👉Apple: podcasts.apple.com/us/podcas…
👉Spotify: open.spotify.com/episode/275…
👉YouTube: youtu.be/D_2QYlpLf9Q?si=fC8T…
Manufacturing Talks Web Show and Podcast retweeted
If your AI strategy starts with executives, it’s already at risk. 😧
On a recent episode of @MfgTalks, host Jim Vinoski talks with Hugo Dozios-Caouette, our CTO & co-founder, about what AI actually needs to succeed in industrial maintenance environments.
🎧 Listen to the full episode here: youtu.be/o00Pa-sq-Ac
Manufacturing Talks Web Show and Podcast retweeted
Replying to @mattdykema
Anyone interested in my upcoming book, *Inspiring American Makers,* singing the praises of unsung heroes of American manufacturing (companies like @Victaulic and @RevereCopper ) should follow me here and at my @MfgTalks account
Manufacturing Talks Web Show and Podcast retweeted
The future national security professional will look back at the previous generation's stewardship of the U.S. industrial capacity with a mixture of horror and confusion.
How could a generation who inherited so much wealth not just squander it, but leave their children a nation in such a week relative condition as not seen in over two centuries?
Manufacturing Talks Web Show and Podcast retweeted
So the crazy Brits @joshandjase just featured TWO of the manufacturers I cover in my upcoming book, *Inspiring American Makers* - @StormyKromer and @ZamboniCompany
What an experience… 🤩 | Josh & Jase | Facebook facebook.com/reel/1439805047…























