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** Daily Energy News ┃ 01/26/26
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Welcome to In The Pipeline, still your trusted source for daily energy news, but with a new look.
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** The data doesn't lie. Keep this renewable charade up and people will die. Wake up, blue state politicians.
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Politico ([link removed]) (1/25/26) reports: "The winter storm that stretched across half the country knocked out electricity to more than a million customers on Sunday, sending utilities scrambling to restore power ahead of the sub-freezing temperatures set to descend on tens of millions of people this week. The outages, which were concentrated in Tennessee, Mississippi and Louisiana, came after warnings from weather forecasters that Winter Storm Fern could threaten the power grid and test utilities’ ability to meet the surge in demand. The Trump administration has blamed the Biden administration and state policies that it contends incentivized solar and wind with artificially low prices that pushed gas, nuclear and coal power plants off the grid. Wright has said that has left customers in jeopardy of power outages during searing heatwaves or deep winter freezes. On Sunday, those gas, coal and nuclear resources
supplied an overwhelming majority of electricity to the nation’s largest customer base. Gas met more than 39 percent of PJM’s load, while nuclear supplied 26 percent and coal nearly 23 percent, while wind fed just shy of 5 percent."
** The Department of Energy gets a gold star for this move.
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Wall Street Journal ([link removed]) (1/25/26) reports: "The weekend’s arctic blast has put much of the U.S. grid through a stress test and served as another alert about the growing risks to electric-power reliability. Americans can be grateful the Biden crowd didn’t succeed in forcing all coal plants to shut down. The North American Electric Reliability Corp. warned in November that 'extreme winter conditions extending over a wide area could result in electricity supply shortfalls.' That’s what happened. Frigid temperatures supercharged demand in areas where Americans use electricity for heating, especially in Texas. The climate crowd claims that solar, wind and batteries can replace fossil fuels, but those sources contributed little power in most places over the weekend. Wind and solar aren’t reliable during inclement weather. Batteries can discharge power only for a few hours at a time,
which doesn’t much help during a storm that stretches for a day or two. The deep-freeze energy scare underscores why the Energy Department issued emergency orders in recent months to “stop the political closure of coal plants” in the Midwest."
** More oil and gas (and coal), cleaner environment. What's not to like?
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Just the News ([link removed]) (1/26/26) reports: "President Donald Trump has been reversing the energy policies of the previous administration, which has led to considerable consternation among activists about how unbridled oil and gas production will impact the environment. Fossil fuels are expected to be the dominant energy source for years to come — currently supply approximately 87% of global energy consumption — so people will be getting petroleum from someone if they don't get it from the U.S. Fortunately enough, the U.S. has a high environmental performance rating compared to its peers, despite being the largest producer of oil and gas in the world, a new study finds. According to the Institute for Energy Research (IER) analysis, the U.S. has a production-weighted Environmental Performance Index of 57.2 for oil, natural gas, and coal. The global average for oil is 48.1, and
49.9 for natural gas. The global average for coal is 38.7."
** Take careful notes, Germany...
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CEEnergyNews ([link removed]) (1/26/26) reports: "Moldovan Energy Minister Dorin Junghietu and US Energy Secretary Chris Wright discussed concrete proposals to develop the Vertical Gas Corridor project further. The meeting, held in the US, also focused on the energy security of Moldova as part of regional and European security. Minister Junghietu reiterated that energy is not just an economic issue, but one of national security, and the definitive elimination of energy dependencies that have made Moldova vulnerable in the past is a strategic objective. Another topic was the further development of the energy partnership between the two countries, including the construction of the Straseni-Gutinas high-voltage power line, financed by the US. According to the ministry’s press release, American expertise, technologies and investments can bring significant benefits to both states, anchoring the Republic of Moldova in the Euro-Atlantic space."
** Energy Markets
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WTI Crude Oil: ↓ $60.82
Natural Gas: ↑ $5.77
Gasoline: ↑ $2.88
Diesel: ↑ $3.57
Heating Oil: ↑ $249.15
Brent Crude Oil: ↓ $65.59
US Rig Count ([link removed]) : ↑ 581
**
"Americans shouldn't be punished for the Trump administration's attempts to rob states of reliable electric vehicle charging that will benefit our wallets, air, and climate."
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– Katherine Garcia, Sierra Club ([link removed])
** Trendline
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US Crude Oil Production to Remain at Record Highs ([link removed])
** New From Energy Townhall ([link removed])
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** Virginia's new governor campaigned as a moderate. Naturally that means the first thing she did was reimpose an energy tax on her fellow Commonwealthers.
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Institute for Energy Research ([link removed])
(1/23/26) blog: "Governor Spanberger’s choice to rejoin RGGI is putting a short-term budgetary gain ahead of the long-term impact the compact has on electricity prices and Virginia’s economic competitiveness. The idea that RGGI-funded government subsidies for wind, solar, battery storage, and load-reducing programs will cover the costs of taxing fossil fuels doesn’t stand up to scrutiny. Data centers need 24/7 power, and it makes more sense for these companies to invest in reliable power sources, as they’ve already been doing, than to hope that intermittent sources, or batteries that only operate for fourhttps://thundersaidenergy.com/2023/11/18/grid-scale-battery-costs-kw-or-kwh/hours at a time, can have the same effect. To determine what sources meet demand best, Virginia should let the customers decide, not politicians."
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