From American Energy Alliance <[email protected]>
Subject Political activism is in their nature.
Date September 30, 2025 4:37 PM
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DAILY ENERGY NEWS | 09/30/2025
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** The editors at Nature understand that they have an important role to play in this ambulance-chasing grift.
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The Empowerment Alliance ([link removed]) (9/24/25) blog: "In the wake of a federal government no longer serving as its obedient lapdog, the desperate lengths to which the climate cult goes to maintain its standing is increasingly imaginative. Case in point: CNN recently reported that 'for the first time, scientists have quantified the causal links between worsening heat waves and global warming pollution from individual fossil fuel and cement companies, pushing the boundaries of extreme weather event research in multiple surprising ways.' In other words, the climate crusaders – apparently believing that it’s necessary to ratchet up the alarm factor in order to retain relevance – are now claiming the ability to pinpoint exact companies and actions that are allegedly leading to 'worsening heat waves' – an interesting finding in the midst of one of the coolest Augusts and Septembers in much
of the U.S. in recent years. The study 'encompasses 213 heat waves around the world from 2000 to 2023.' The conclusion? Wait for it – 'heatwaves became much more likely and severe during that period, largely due to the burning of fossil fuels.' Shocking. Accusations that fossil fuels are causing global warming, or cooling, or any weather pattern varying from what is claimed to be 'normal,' are nothing new, of course. What’s new is that the study, published in the journal Nature, now claims to identify the specific culprits. Indeed, the radical climate movement has increasingly attempted to win court judgments against companies that provide our most affordable and reliable fuels. These 'scientific studies' could provide left-leaning judges with a new justification to side with climate change zealots."
[link removed]


** "Soaring demand ought to be good news—it signals a flourishing economy. In an efficient market, it would trigger a construction boom in reliable and affordable power sources. But it hasn’t because of artificial constraints on generation capacity."
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– M ([link removed]) ario Loyola, H ([link removed]) eritage Foundation ([link removed])

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Some lead.

** Newsweek ([link removed])
(9/26/25) op-ed: "President Donald Trump rightly understands that rebuilding American manufacturing requires transformational change on multiple levels. His focus on U.S. energy dominance, which Alaska’s abundant natural resources can support, will keep costs low for businesses and families alike. But rebuilding American manufacturing also requires the United States to develop its own sources of raw materials—and Alaska can help on this front too. Take graphite, the largest component of lithium-ion batteries by weight. Graphite has myriad applications—from batteries and nuclear reactors to advanced missiles and hypersonic systems—and has been designated as a critical mineral essential to our national security under the Defense Production Act. Yet the United States has a 100 percent import reliance on this important mineral—and China controls the vast majority of global processing. It doesn’t take a national security expert to realize that, as with other critical minerals, allowing a foreign
adversary to monopolize supplies of this important resource jeopardizes our economy and national security."

** ([link removed])

Others follow.

** Energy In Depth ([link removed])
(9/18/25) blog: "Late last week, California state lawmakers agreed on a sweeping energy and climate package, which focused significantly more on affordability than usual—and included support for expanding production in Kern County as the state desperately tries to keep refineries open. California has long touted itself as the industry’s new 'foe,' as Governor Gavin Newsom implemented an agenda that’s left the state vulnerable to a severe gas supply shortfall. Now, Newsom and other state officials are taking a step back, finally considering economic realities amid significant voter backlash to cost of living and sky-high energy prices... Anti-energy lawfare under Newsom was coupled with burdensome environmental regulations, delays in permitting, and punitive legislation such as a pledge to end oil drilling across the state by 2045. But as the lawsuits stall and the affordability crisis across the state grows, California lawmakers are rewriting their script. Why? Because their 'bold' climate
plan produced no reliable or affordable alternatives to oil and gas, and consumers are paying for it."

Asia's coal-powered energy "transition" continues apace.

** OilPrice.com ([link removed])
(9/23/25) reports: "Thermal coal imports into Asia reversed a nine-month losing streak last month, rising to the highest in almost a year, Reuters’ Gavin Maguire reported, noting the rise could extend over the coming winter months. Citing data from commodity analytics provider Kpler, Maguire reported that thermal coal imports in Asia jumped to 85.34 million tons last month, up by 6.4 million tons from July and the first monthly amount exceeding 81 million tons since December 2024. The increase was driven by coal production curbs in China aiming to ease domestic oversupply, which drove output down 3% in August. A rebound in industrial activity across East Asia also contributed to the uptick in coal imports last month. The biggest coal buyers in Asia in August were China, South Korea, and Japan. Going forward, coal demand strength will be supported by demand for heating unless, of course, the Asia winter turns out milder than usual. The news comes on the back of reports about a rebound in
international coal prices, thanks to stronger demand from China, published earlier this month. The prices of key seaborne thermal coal grades rebounded in September from four-year lows in June and July amid the strengthening of demand and China’s production decline."

Energy Markets


WTI Crude Oil: ↓ $62.19
Natural Gas: ↑ $3.32
Gasoline: ↑ $3.15

Diesel: ↑ $3.70
Heating Oil: ↓ $233.65
Brent Crude Oil: ↓ $67.00
** US Rig Count ([link removed])
: ↑ 590



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