North to the Future

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DAILY ENERGY NEWS | 11/05/2025

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America's untapped energy frontier.

RealClearEnergy (11/4/25) op-ed: "On his first day in office, President Trump issued an executive order titled Unleashing Alaska’s Extraordinary Resource Potential – to encourage the development of Alaska’s resources 'to the fullest extent possible.' Earlier this month, a subcommittee of the U.S. House Committee on Natural Resources held a hearing on President Trump’s Executive Order of the same name... Alaska’s North Slope is home to some of the largest oil and natural gas fields in the country, yet much of that resource remains untapped. Why? For years, Alaska’s natural resources have been locked up by environmental activists and their political allies. Our 49th state has been consistently managed as though it were just something to be admired from afar. Ongoing regulatory challenges, constant political uncertainty, and the endless threat of litigation have discouraged investment. The result has been a severe lack of infrastructure, billions in lost revenue and the loss of countless jobs, not to mention the national security concerns that come with the failure to develop these domestic resources."

"Mainstream climate science is a multi-billion-dollar enterprise and almost wholly government-funded. Perceptions of a 'climate crisis' are critical to the care and feeding of climate-focused agency budgets, climate-themed agency careers, and the self-transformation of environmental regulators into industrial policy czars. Consequently, agencies have a massive organizational interest in funding climate research that advances the crisis narrative."

– M arlo Lewis, Competitive Enterprise Institute

Lighting taxpayer dollars (and birds) on fire.

Money Digest (11/2/25) reports: "In the mid-2010s, the United States Government made a clear statement regarding the future of sustainability and energy in the nation. They did this by granting several grants to build multiple solar plants in the western part of the nation. One such plant was the Ivanpah Solar Project, which is located in the Mojave Desert. This plant received $1.6 billion combined from three federal grants, which helped the facility begin commercial operations in January of 2016. But less than 10 years later, the plant announced plans to cease operation... According to the U.S. Department of Energy, the initial report on the project had projected an output of 392 megawatts, with the goal of boosting the California energy grid at the homeowner level. But after a 2021 state mandate for owner Pacific Gas and Electric Company (PG&E) to evaluate its energy supply, the company found that the plant was running at a much lower rate than projected."

And the vision that was planted in my brain still remains, within the sound of silence.

The Telegraph (10/21/25) op-ed: "In the world of climate politics, highly pessimistic scenarios can drive headlines and coverage, and so in turn have an impact on policy. Two recent unfortunate episodes show that the rush to shout 'fire' means that some scenarios are gaining massive influence when they should instead be attracting sceptical reviews of the science used to construct them. Take wildfires. Despite repeated claims of a 'world on fire', data set after data set shows that the world burns ever less in terms of burned area. Disrupting this unhelpful reality, a splashy paper in Nature last year finally found a worrying narrative: 'extreme wildfire events' had more than doubled globally over the past two decades. Using satellite data from 2003 to 2023, the authors clustered fire hotspots and tallied their 'fire radiative power' – a proxy for intensity. Predictably, this ignited a media bonfire. Outlets from The New York Times to CBS News blared warnings of a planet ablaze, seeing fiercer fires as proof that we are hurtling toward a global inferno. Hold the extinguishers. New research indicates that the study was wrong. The new analysis shows that extreme fire is down by 35 per cent over the same period... There’s more good news we are not hearing much about: 2025 is shaping up as one of the least fiery years on record across most areas of the world. Total burned area in Africa, the Americas, Asia, and Europe is dramatically down compared to previous years – potentially the lowest in the 21st century if the trend holds."

Under new management.

Heated (10/31/25) Substack: "In the message obtained by HEATED, Wholf explained how an overly-hot Atlantic Ocean supercharged Melissa, fueling its rapid 70-mph intensification in a single day, boosting winds by about 10 mph, and turning what might have been a category 4 storm into a category 5. Wholf suggested a simple sentence CBS News reporters could use in storm-related stories to make the connection. Wholf usually sent emails like this in the wake of deadly extreme weather events, two CBS News staffers told HEATED. But it was the first such email Wholf had sent under the company’s new pro-Trump billionaire chief executive David Ellison, and its new anti-woke editor-in-chief Bari Weiss. It was also the last. Two days later, as Hurricane Melissa smashed into the Caribbean, Wholf was laid off, along with the majority of the five person team supporting CBS News’s climate coverage. Today, the only person remaining at CBS News to cover climate change is national environmental correspondent David Schechter, who no longer has a dedicated producer. In addition to Wholf’s layoff, two producers supporting the climate team were let go, and another dedicated climate producer was reassigned."

Energy Markets

WTI Crude Oil: ↑ $60.97
Natural Gas: ↓ $4.23
Gasoline: ↑ $3.08

Diesel: ↑ $3.71
Heating Oil: ↑ $247.44
Brent Crude Oil: ↑ $64.84
US Rig Count: ↓ 569

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