China undermining American energy independence, report says

From The Center Square

By Tom Joyce

The Chinese Communist Party is exploiting the left’s green energy movement to hurt American energy independence, according to a new report from State Armor.

Michael Lucci, founder and CEO of State Armor, says the report shows how Energy Foundation China funds green energy initiatives that make America more reliant on China, especially on technology with known vulnerabilities.

“Our report exposes how Energy Foundation China functions not as an independent nonprofit, but as a vehicle advancing the strategic interests of the Chinese Communist Party by funding U.S. green energy initiatives to shift American supply chains toward Beijing and undermine our energy security,” Lucci said in a statement before the Senate Judiciary Subcommittee’s hearing on Wednesday titled “Enter the Dragon – China and the Left’s Lawfare Against American Energy Dominance.”

Lucci said the group’s operations represent a textbook example of Chinese influence in America.

“This is a very good example of how the Chinese Communist Party operates influence operations within the United States. I would actually describe it as a perfect case study from their perspective,” he told The Center Square in a phone interview. “They’re using American money to leverage American policy changes that make the American energy grid dependent upon China.”

Lucci said one of the most concerning findings is that China-backed technology entering the U.S. power grid includes components with “undisclosed back doors” – posing a direct threat to the power grid.

“These are not actually green tech technologies. They’re red technologies,” he said. “We are finding – and this is open-source news reporting – they have undisclosed back doors in them. They’re described in a Reuters article as rogue communication devices… another way to describe that is kill switches.”

Lucci said China exploits American political divisions on energy policy to insert these technologies under the guise of environmental progress.

“Yes, and it’s very crafty,” he said. “We are not addressing the fact that these green technologies are red. Technologies controlled by the Communist Party of China should be out of the question.”

Although Lucci sees a future for carbon-free energy sources in the United States – particularly nuclear and solar energy – he doesn’t think the country should use technology from a foreign adversary to do it.

“It cannot be Chinese solar inverters that are reported in Reuters six weeks ago as having undisclosed back doors,” he said. “It cannot be Chinese batteries going into the grid … that allow them to sabotage our grid.”

Lucci said energy is a national security issue, and the United States is in a far better position to achieve energy independence than China.

“We are luckily endowed with energy independence if we choose to have it. China is not endowed with that luxury,” he said. “They’re poor in natural resources. We’re very well endowed – one of the best – with natural resources for energy production.”

He said that’s why China continues to build coal plants – and some of that coal comes from Australia – while pushing the United States to use solar energy.

“It’s very foolish of us to just make ourselves dependent on their technologies that we don’t need, and which are coming with embedded back doors that give them actual control over our energy grid,” he said.

Lucci says lawmakers at both the state and federal levels need to respond to this threat quickly.

“The executive branch should look at whether Energy Foundation China is operating as an unregistered foreign agent,” he said. “State attorneys general should be looking at these back doors that are going into our power grid – undisclosed back doors. That’s consumer fraud. That’s a deceptive trade practice.”

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Carney doubles down on NET ZERO

Published on November 16, 2025

Dan McTeague

If you only listened to the mainstream media, you would think Justin Trudeau’s carbon tax is long gone. But the Liberal government’s latest budget actually doubled down on the industrial carbon tax.

While the consumer carbon tax may be paused, the industrial carbon tax punishes industry for “emitting” pollution. It’s only a matter of time before companies either pass the cost of the carbon tax to consumers or move to a country without a carbon tax.

Dan McTeague explains how Prime Minister Carney is doubling down on net zero scams.

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AI Faces Energy Problem With Only One Solution, Oil and Gas

Published on November 16, 2025

Todayville

From the Daily Caller News Foundation

By David Blackmon

Which came first, the chicken or the egg? It’s one of the grand conundrums of history, and it is one that is impacting the rapidly expanding AI datacenter industry related to feeding its voracious electricity needs.

Which comes first, the datacenters or the electricity required to make them go? Without the power, nothing works. It must exist first, or the datacenter won’t go. Without the datacenter, the AI tech doesn’t go, either.

Logic would dictate that datacenter developers who plan to source their power needs with proprietary generation would build it first, before the datacenter is completed. But logic is never simple when billions in capital investment is at risk, along with the need to generate profits as quickly as possible.

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Building a power plant is a multi-year project, which itself involves heavy capital investment, and few developers have years to wait. The competition with China to win the race to become the global standard setters in the AI realm is happening now, not in 2027, when a new natural gas plant might be ready to go, or in 2035, the soonest you can reasonably hope to have a new nuclear plant in operation.

Some developers still virtue signal about wind and solar, but the industry’s 99.999% uptime requirement renders them impractical for this role. Besides, with the IRA subsidies on their way out, the economics no longer work.

So, if the datacenter is the chicken in this analogy and the electricity is the egg, real-world considerations dictate that, in most cases, the chicken must come first. That currently leaves many datacenter developers little choice but to force their big demand loads onto the local grid, often straining available capacity and causing utility rates to rise for all customers in the process.

This reality created a ready-made political issue that was exploited by Democrats in the recent Virginia and New Jersey elections, as they laid all the blame on their party’s favorite bogeyman, President Donald Trump. Never mind that this dynamic began long before Jan. 20, when Joe Biden’s autopen was still in charge: This isn’t about the pesky details, but about politics.

In New Jersey, Democrat winner Mikie Sherrill exploited the demonization tactic, telling voters she plans to declare a state of emergency on utility costs and freeze consumers’ utility rates upon being sworn into office. What happens after that wasn’t specified, but it made a good siren song to voters struggling to pay their utility bills each month while still making ends meet.

In her Virginia campaign, Democrat gubernatorial winner Abigail Spanberger attracted votes with a promise to force datacenter developers to “pay their own way and their fair share” of the rising costs of electricity in her state. How she would make that happen is anyone’s guess and really didn’t matter: It was the tactic that counted, and big tech makes for almost as good a bogeyman as Trump or oil companies.

For the Big Tech developers, this is one of the reputational prices they must pay for putting the chicken before the egg. On the positive side, though, this reality is creating big opportunity in other states like Texas. There, big oil companies Chevron and ExxonMobil are both in talks with hyperscalers to help meet their electricity needs.

Chevron has plans to build a massive power generation facility that would exploit its own Permian Basin natural gas production to provide as much as 2.5 gigawatts of power to regional datacenters. CEO Mike Wirth says his team expects to make a final investment decision early next year with a target to have the first plant up and running by the end of 2027.

ExxonMobil CEO Darren Woods recently detailed his company’s plans to leverage its expertise in the realm of carbon capture and storage to help developers lower their emissions profiles when sourcing their needs via natural gas generation.

“We secured locations. We’ve got the existing infrastructure, certainly have the know-how in terms of the technology of capturing, transporting and storing [carbon dioxide],” Woods told investors.

It’s an opportunity-rich environment in which companies must strive to find ways to put the eggs before the chickens before ambitious politicians insert themselves into the process. As the recent elections showed, the time remaining to get that done is growing short.

David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.