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DAILY ENERGY NEWS  | 08/12/2025
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The grid is fragile enough already. Adding billions in subsidized intermittents isn't going to do anyone any favors.


Bloomberg (8/11/25) reports: "The largest US grid operator has ordered emergency action to curtail power use in the Baltimore area after a substation failure forced a large coal-fired power plant to trip offline. PJM Interconnection LLC, which manages the 13-state eastern US system serving more than 65 million people, issued a “load shed directive” on Monday just before 4 p.m. Exelon’s Baltimore Gas & Electric asked all of it customers to conserve energy this afternoon and evening. A substation that serves two Talen Energy Corp. power plants in the BG&E area failed at about 3 a.m. Eastern, which forced both units at the 1,289-megawatt Brandon Shores plant to trip offline, Talen spokeswoman Taryne Williams said in an email. Unit 2 of Brandon shores and both units of the 702-megawatt H.A. Wagner plant, which runs on oil primarily, can be dispatched once startup is completed, she said."

"The social cost of carbon, a metric often used to justify costly regulations, is built on speculative assumptions and fails as a serious policy tool." 

 

– Diana Furchtgott-Roth,
The Heritage Foundation

No farmers, no food. 


Substack (8/3/25) article: "I’ve never met a farmer or rancher I didn’t like. They are the world’s most miserable optimists. This year’s crop may have been bad, but next year — next year — they are sure that commodity prices will be better and their grain silos will be filled to overflowing. I made this 10-minute documentary, SUNBLOCK, because I love farmers and ranchers and want to tell their stories. This film is available for free here on Substack and YouTube. I made this film with my own money on a tiny budget with basic equipment (hand-held DSLRs and a small audio recorder) so I could produce it quickly and shine a spotlight on the global battle to save prime farmland from the encroachment of giant solar projects...The facts are clear: solar energy is expanding rapidly; that expansion is gobbling up massive amounts of land; and all over the world, farmers, ranchers, and rural landowners are fighting to protect their property and livelihoods from Big Solar. "

The future of "free energy" isn't looking great without subsidies.


Oil Price (8/11/25) reports: "The world’s biggest offshore wind project developer, Orsted, plans a $9.4 billion (60 billion Danish crowns) rights issue to raise capital from existing shareholders as challenges for the industry continue to mount. Orsted plans a rights issue with pre-emptive rights for existing shareholders amid 'an extraordinary situation with the adverse market development in the US on top of the past years’ macroeconomic and supply chain challenges,' the Danish company said on Monday...'Following the recent material adverse development in the US offshore wind market, it is not possible for Ørsted to complete the planned partial divestment and associated non-recourse project financing of its Sunrise Wind offshore wind project on terms which would provide the required strengthening of Ørsted’s capital structure,' the company said, after the U.S. renewables market was hit by the shortened phase-out deadlines for solar and wind projects in the One Big Beautiful Bill."

Reliable energy was essential to building the greatest country on Earth and it will continue to be indispensable as technology advances. 


Real Clear Energy (8/6/25) op-ed: "In an age of unending propaganda and spin, there are still rare times when undeniable evidence leaves no room for argument. Such is the case with the emerging artificial intelligence data centers and the energy needed to sustain and grow them...While ethicists wrestle with the philosophical questions surrounding AI and politicians debate laws to regulate it, the U.S. must not only compete with other nations but make sure it remains the worldwide leader...Penn State’s Institute of Energy and the Environment recently reported that in 2023, AI data centers consumed 4.4% of electricity in the U.S. alone. That’s an impressive number. But the institute went on to predict that by 2030-2035, data centers 'could account for 20% of global electricity use, putting an immense strain on power grids.'...The Trump administration’s proactive posture toward AI and associated data centers should be welcomed by all Americans. Likewise, people across the political spectrum should be clear-eyed about the emergent demands on our nation’s electric grid and the fact that 'renewables' such as wind and solar are simply not up to the task. No political propaganda or spin will change that immutable scientific reality. Natural gas is the future, and the future is now. If you’re not sure about that, just Google it – which is possible thanks to an electric grid powered mostly by reliable, affordable and available natural gas."

Energy Markets

 
WTI Crude Oil: ↓ $63.29
Natural Gas: ↓ $2.87
Gasoline: ↑ $3.14
Diesel: ↑ $3.71
Heating Oil: ↓ $225.48
Brent Crude Oil: ↓ $66.10
US Rig Count: ↓ 575

 
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