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DAILY ENERGY NEWS | 07/09/2025
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** Wind and solar can't support AI.
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Washington Examiner ([link removed]) (7/7/25) reports: "The massive deployment of wind and solar energy expected over the next five years won’t be enough to support the growing power demand brought on by data centers and artificial intelligence, the Trump administration said in a new analysis. The Department of Energy released a report Monday on strengthening the reliability and security of the U.S. power grid. It analyzes how much generation is poised to retire and come online by 2030. While the grid is expected to see more than 200 gigawatts of new power generation by the start of the next decade, planned retirements of what the administration described as 'firm generation,' such as coal, natural gas, and nuclear, will continue to threaten reliability. The Energy Department report estimates 104 gigawatts’ worth of plant retirements are scheduled over the next five years. If this and
the current pace of new additions of firm generation remain unchanged, the agency said it could increase blackouts across the country by 100 times."
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** "Gas costs too much in the Golden State. Addressing this unaffordable energy problem should be a top priority for state legislators and the governor."
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– ([link removed]) Wayne Winegarden, Forbes ([link removed])

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Get the shovel in the ground.

** Washington Examiner ([link removed])
(7/5/25) reports: "A small Native community in the remote North Slope borough of Alaska has been at the center of debates in Washington, D.C., over bringing 'drill, baby, drill' to its backyard — and it isn’t completely against the idea. More than 3,000 miles northwest of Washington sits the small village of Kaktovik, Alaska. With roots tracing back thousands of years, the Native residents have no intention of leaving and want to see their people and village grow over the years. For most, that can’t happen without more drilling. While there is broad administration support, Caleb Jasso, a senior policy adviser with the Institute for Energy Research, said these results will likely still take some time due to bureaucratic and investment constraints. 'I would love to see within this administration, you know, the shovel in the ground … that would be great. And I think that there's a positive direction for that, given the push at the federal level, the openness of Alaska's governor and various
leaders,' Jasso said. 'There's definitely momentum in the right direction compared to the past many years, but to give a specific timeline, we would have to have more concrete pieces of understanding of what exactly all this means.'"

LNG's future is bright.

** Energy Intelligence ([link removed])
(7/1/25) reports: "Growing demand in Asia and the fungible nature of LNG will likely temper the effects of the imminent oversupplied market, executives from portfolio players said at recent industry gatherings in Malaysia and Japan. At the Energy Asia 2025 conference held in Kuala Lumpur earlier this month, ConocoPhillips CEO Ryan Lance downplayed market fears that the expected abundant LNG supply wave will depress prices for years to come. 'It’s a 400 million-ton market today. The last time we had a 30 million-ton surge, the market was half the size,' Lance said, noting that price softness in that case lasted just six months. The global LNG market is on track to grow to 800 million tons per year by the early 2030s, with Asia driving the bulk of that growth, he noted. 'We see a bright future for gas and LNG,' he said, predicting that Southeast Asia will transition from a net LNG exporter into a net importer by the early 2030s."

We've only just begun.

** Institute for Energy Research ([link removed])
(7/9/25) blog: "The One Big Beautiful Bill Act marks a significant shift in U.S. energy policy, scaling back long-standing federal support for renewable energy and electric vehicles. By mandating new oil and gas lease sales onshore and offshore, delinking them from renewable lease requirements, restoring pre-IRA royalty rates, and reviving full deductions for intangible drilling costs, the legislation reorients energy policy away from net-zero goals."

** ([link removed])

Energy Markets


WTI Crude Oil: ↓ $67.89
Natural Gas: ↓ $3.21
Gasoline: ↑ $3.16

Diesel: ↑ $3.70
Heating Oil: ↓ $239.91
Brent Crude Oil: ↓ $69.75
** US Rig Count ([link removed])
: ↑ 578



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