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DAILY ENERGY NEWS  | 10/24/2025
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Energy security is national security and the CCP is taking their national security seriously.


Asia Times (10/24/25) article: "As the world watched the impressive display of Chinese armed forces parade through Tiananmen Square on September 3, thoughts turned to the person in charge of it all. Who are we dealing with?  Is this a replay of the Nuremberg Rally of 1934, orchestrated by Adolf Hitler, that was a preparation for war? Or is it a warning by Xi Jinping, General Secretary of the Chinese Communist Party (CCP), to potential adversaries, such as the United States, not to underestimate the capabilities of China?..The energy source to produce the enormous amount of electricity required for all transportation requirements, other sectors of the government and civilian economy, the increasing demand of electronics and the massive data centers under construction comes primarily from the vast reserves of coal in China. According to the Institute for Energy Research, China currently consumes 4.5 billion tons of coal annually, or 50.5% of world consumption. This is nine times the consumption of coal in the United States."

"Policymakers should encourage a diversified mix of dispatchable, baseload energy sources that prioritize affordability, reliability, and environmental stewardship." 

 

– Tim Benson,
The Heartland Institute

Old Hawaiian saying: "The life of the land is perpetuated by LNG."


Civil Beat (10/23/25) reports: "For more than a decade, natural gas was off the table as an energy source for Hawaiʻi, following former Gov. David Ige’s edict that trying to import natural gas would distract the state from its mandated goal of producing 100% of its electricity with renewables by 2045. Now Gov. Josh Green is bringing natural gas back, a move his team says will lower carbon emissions and electric bills for residents while moving the state toward its renewables goal. A tentative agreement between Green’s office and Tokyo-based JERA Co. Inc reached last week would bring liquefied natural gas to Hawaiʻi. It would also unlock a $2 billion investment into Hawaiʻi’s energy system — nearly equal to the market value of Hawaiian Electric Co.’s parent company, Hawaiian Electric Industries, which was valued at $2.03 billion as of Wednesday...The agreements 'underscore President Trump’s efforts to unleash American LNG production and the significant role the U.S. LNG industry plays in strengthening the U.S. economy,' the Interior Department said in a news release."

The EU is swapping OPEC dependency for Chinese spyware. Not a great strategy.


Politico (5/1/25) reports: "First it was telecom snooping. Now Europe is growing worried that Huawei could turn the lights off. The Chinese tech giant is at the heart of a brewing storm over the security of Europe's energy grids. Lawmakers are writing to the European Commission to urge it to 'restrict high-risk vendors' from solar energy systems, in a letter seen by POLITICO. Such restrictions would target Huawei first and foremost, as the dominant Chinese supplier of critical parts of these systems. The fears center around solar panel inverters, a piece of technology that turns solar panels' electricity into current that flows into the grid. China is a dominant supplier of these inverters, and Huawei is its biggest player. Because the inverters are hooked up to the internet, security experts warn the inverters could be tampered with or shut down through remote access, potentially causing dangerous surges or drops in electricity in Europe's networks."

Michigan inexplicably had a sweetheart deal with a Chinese company. Thank goodness it didn't work out. 


The Hill (10/23/25) reports: "A Michigan state panel says it considers a proposal to build an electric vehicle battery plant near Big Rapids 'abandoned,' so it is clawing back some $175 million in incentives for the project. In a letter to Gotion Inc., a company that manufactures batteries and provides 'energy solutions,' the Michigan Strategic Fund of the Michigan Economic Development Corporation (MEDC) said it was suspending a $125 million Critical Industry Program grant. The MEDC said the company never hit the milestones for that money, so it was never paid out...Introduced in October 2022, the proposed plant carried a price tag of about $2.4 billion and promised to create about 2,350 jobs. But many residents and Republican lawmakers pushed back over Gotion’s ties to China — Gotion Inc. is a subsidiary of China-based Gotion High-tech Co. Ltd. — as well as environmental concerns. Gotion Inc. said the project had nothing to do with the Chinese Communist Party and argued the plant would create high-paying jobs and spur economic growth."

Energy Markets

 
WTI Crude Oil: ↑ $61.94
Natural Gas: ↑ $3.31
Gasoline: ↓ $3.06
Diesel: ↓ $3.64
Heating Oil: ↓ $238.43
Brent Crude Oil: ↑ $66.22
US Rig Count: ↓ 569

 
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