Connect with us
[the_ad id="89560"]

Energy

Trump Keeps Focus On America’s Energy Production

Published

6 minute read

 

From the Daily Caller News Foundation

By David Blackmon

America’s energy landscape continues to shift under President Trump’s second term, and developments of just the past few days underscore a pragmatic pivot in U.S. energy policy. From Alaska’s oil fields to Illinois’ nuclear reactors, the focus is clear: energy security, economic growth, and cutting through the climate alarm-driven fog of the past administration. A pair of major developments this week paint a clear picture of some of the ways Trump administration energy policies are reinvigorating the domestic energy space without more economically ruinous federal spending.

First, the Trump administration’s move to reopen 13 million acres in the National Petroleum Reserve-Alaska (NPR-A) for oil and gas leasing is a gut punch to the Biden-era eco-orthodoxy. Interior Secretary Doug Burgum, called it a return to “balance” after a 2024 rule locked up half the 23-million-acre reserve.

Climate-alarm conflict groups like Earthjustice are predictably apoplectic, warning of climate doom. “By proposing to repeal these science-based regulations, the Trump administration aims to grease the skids for oil companies intent on industrializing even the most sensitive areas in the Western Arctic in pursuit of dirty oil that can have no place in our energy future,” Earthjustice Attorney Erik Grafe said in a release. “The administration should be working to develop a post-oil future for the region, not paving the way for outdated, destructive oil development.”

But native Alaskans living in the state’s Arctic North Slope region take a different view. “Today’s decision by the BLM is another important milestone in our effort to advance our Iñupiaq self-determination on our North Slope homelands,” said Nagruk Harcharek, President of Voice of the Arctic Iñupiat (VOICE)“It underscores what VOICE has always known and argued in court on behalf of our 21 member organizations: that the Biden administration’s 2023 rule affecting our NPR-A lands is deeply flawed and poses significant risks to our communities, economy, and culture. We applaud this development and look forward to collaborative engagement with the federal government and Congress about durable policies that support North Slope Iñupiat self-determination.”

Republican Alaska Representative Mike Begich agreed with VOICE, saying, “This decision is a major victory for Alaska and for every American who believes in energy independence and the rule of law,” said Congressman Begich. “The 2024 restrictions in the NPR-A were imposed with no serious consideration provided to those who work and live in the region and in clear violation of the law – hindering Alaska’s right to responsibly develop our resources.”

The required regulatory process means drilling isn’t imminent, but this signals Trump’s intent to unleash domestic fossil fuels. In a world where China and India still burn coal like it’s 1999, exploiting America’s massive oil and gas resources are a strategic necessity, not a sin.

Meanwhile, a blockbuster deal in Illinois signals an accelerating recovery in the nuclear power industry, focused on fueling AI datacenters. Constellation Energy inked a 20-year pact with Meta to supply 1,121 megawatts from the Clinton Clean Energy Center, powering Meta’s AI data centers starting in 2027. Extending Clinton’s life beyond Illinois’ expiring Zero Emission Credit program, adding 30 megawatts, and saving 1,100 jobs, this market-driven deal proves nuclear can thrive without heavy-handed mandates. It’s a model for keeping reliable, carbon-free power online while tech giants like Meta drive demand through the roof. It is probably no coincidence that this deal comes 10 days after President Trump signed 4 executive orders to jump-start the U.S. nuclear industry in a signing ceremony attended by Constellation CEO Joseph Dominguez and other industry executives.

These stories reveal a U.S. energy policy recalibrating toward pragmatism and strategic positioning. Trump’s team is betting on oil, gas, and nuclear to keep America’s economy humming while trimming the fat from bloated green programs. The NPR-A decision draws a line in the sand: energy security trumps ideology. Meanwhile, Constellation’s deal with Meta reveals a willingness to embrace clean energy; not with more subsidies, but on market terms.

The message is clear: America needs power that works, not intermittently or when the weather is right, but 24 hours every day, 365 days a year, and the Trump agenda is focused on restoring American Dominance in those forms of energy. In a world of rising demand and geopolitical chess, it’s the logical strategic imperative.

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.

Energy

US oil production reached record-high 13.6 million barrels a day in July

Published on

From The Center Square

By 

The United States produced a record-high 13.6 million barrels of crude oil per day in July, up from 13.5 million barrels per day (b/d) in June, the Energy Information Administration (EIA) said in its latest Short-Term Energy Outlook.

U.S. crude oil production in July was higher than previously estimated, prompting the agency to raise the starting point of its forecasts for the remainder of 2025 and 2026. The agency now projects U.S. crude oil production will average 13.5 million b/d in both 2025 and 2026. For the remainder of 2025, this represents a 100,000 b/d increase from the agency’s August forecast, while 2026 oil production was projected 200,000 b/d higher.

The agency also raised its forecasts of crude oil production in the Gulf of America in 2025 and 2026, noting that some offshore drilling projects are ramping up output faster than expected.

The EIA expects global production of crude oil and petroleum products to increase through 2026, leading to continued growth in international inventories. The agency projects this inventory growth will put downward pressure on global oil prices, with benchmark Brent crude declining to an average of $62 per barrel in the fourth quarter of 2025 and to $52 per barrel in 2026. Brent crude oil spot prices averaged $68 per barrel in September.

The EIA said a key uncertainty in its forecast is the pace at which China continues to purchase oil to put into storage. If China continues to build inventory at the pace estimated in recent months, crude oil prices could be higher than now forecast, the agency said.

The agency projects U.S. dry natural gas production will reach 107 billion cubic feet per day (Bcf/d) in 2026, up 1.0 Bcf/d or about 1% from the EIA’s previous forecast. U.S. dry natural gas production in 2024 averaged approximately 103.5 Bcf/d, according to the agency.

The market price of natural gas at the Henry Hub in Louisiana is expected to rise from an average of $3 per million Btu in September to $4.10 per million Btu in January 2025, according to the EIA’s forecast. The agency expects the Henry Hub price in January will be 50 cents lower than was projected in September, primarily because U.S. gas production will be higher than previously expected. Early Wednesday, the spot price for natural gas at the Henry Hub was at $3.38 per million Btu.

The EIA projects U.S. LNG export capacity will increase by 5 Bcf/d in the remainder of 2025 and in 2026 as production continues to ramp up at the Plaquemines LNG facility in Louisiana and the Corpus Christi plant in Texas. The additional capacity should increase total U.S. LNG exports to 15 Bcf/d in 2025 and to 16 Bcf/d in 2026, up from 12 Bcf/d in 2024, the agency said.

Continue Reading

Alberta

‘Visionary’ Yellowhead Pipeline poised to launch Alberta into the future

Published on

From the Canadian Energy Centre

By Grady Semmens

Heartland leaders welcome proposed new natural gas connector

As a lifelong farmer, entrepreneur and community leader, Alanna Hnatiw knows first-hand the crucial role energy plays in a strong and diverse economy.

The mayor of Sturgeon County, a sprawling rural municipality northeast of Edmonton, Hnatiw has spent much of the last decade working to protect its agricultural roots while building new industries that support the jobs and services families and businesses rely on every day.

Hnatiw says there is widespread appreciation among the county’s 20,000 residents for the opportunities afforded by the province’s oil and gas resources. That’s why she joined other leaders in Alberta’s Industrial Heartland region to applaud a major new natural gas pipeline planned for the area.

“Natural gas is an integral to all the industrial operations in Sturgeon County and the surrounding area. It goes beyond just burning it to turn turbines, it is the feedstock for all kinds of value-added processing. From fertilizer and plastics to petrochemicals and hydrogen, natural gas is the lynchpin for us into the future,” she said.

Filling growing demand

Hnatiw is one of more than a dozen community and industry leaders who sent letters of support to the Alberta Utilities Commission (AUC) last year endorsing ATCO Energy Systems’ proposed Yellowhead Pipeline project.

The project achieved a significant milestone in August when the AUC approved ATCO’s application determining the pipeline is needed.

The largest infrastructure investment in the company’s history, the 230-kilometre pipeline from Peers to Fort Saskatchewan will transport more than 1.1 billion cubic feet of natural gas per day when operational in late 2027.

For context, Alberta produced about 11 billion cubic feet per day of natural gas in 2024, according to the Alberta Energy Regulator.

Proposed route map of the Yellowhead Pipeline. Map courtesy ATCO

The Yellowhead Pipeline will boost deliveries to the greater Edmonton area as demand continues to grow for power generation, manufacturing, petrochemical processing and residential use.

Industrial customers have reserved 90 per cent of the pipeline’s capacity to meet their future needs.

This includes Dow Chemical, which plans to build an $8.9-billion net-zero ethylene processing facility in Fort Saskatchewan, Heidelberg Materials’ Edmonton facility that aims to be the world’s first full-scale cement plant equipped with carbon capture and storage (CCS), and McCain Foods, which requires more natural gas for a planned expansion of its French fry factory in Coaldale.

Prosperity driver

Edmonton Global CEO Malcolm Bruce described the Yellowhead Pipeline as a “visionary” infrastructure project in his letter of support to the AUC.

“The [project] will create jobs, enable billions in new investment and drive Alberta’s hydrogen roadmap and natural gas vision and strategy.”

ATCO’s projections show the pipeline will generate substantial economic benefits. The company estimates that during construction, it will support 12,000 jobs and contribute $1.6 billion per year to Alberta’s economy.

Once in operation, the pipeline is expected to support 23,700 jobs per year and add $3.9 billion annually to Alberta’s GDP.

For Sturgeon County, the project also provides much-needed certainty that natural gas will be available for the $30 billion in new industrial investments the region is hoping to attract in the coming years.

Future plans

The municipality is already home to major operations including the NWR Sturgeon Refinery and Nutrien fertilizer plant, both of which capture carbon dioxide emissions that are transported through the Alberta Carbon Trunk Line for deep underground storage near Clive, Alberta.

Hnatiw said future development may include hydrogen production with CCS, petrochemical processing, gas-fired power plants and large-scale data centres.

“With our operations running near capacity right now, this new pipeline helps alleviate the uncertainty around gas supplies for industrial developers,” Hnatiw said.

The county’s industrial goals are inextricably tied to ensuring its farming sector continues to flourish, she said.

“Eighty per cent of our land base is agricultural, but it only accounts for one per cent of our budget as far as taxes go, so we need our industrial residents to support our rural way of life,” she said.

“We don’t want people to have to leave our community to make a living. We want a future that is full of opportunity, and one that is also sustainable for the families that produce our food, our fuel, and all the other value-added products we can provide.”

ATCO’s next step is to file for AUC approval to build the pipeline later this year. The company expects construction to begin in 2026.

Continue Reading

Trending

X