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** Daily Energy News ┃ 03/23/26
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Welcome to In The Pipeline, your trusted source for daily energy news.
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** Don't be like California.
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Energy News Beat ([link removed]) (3/21/26) reports: "California’s reliance on imported energy has long been a vulnerability — one that its aggressive anti-fossil fuel policies and renewable mandates have only deepened. Now, exporting states and international suppliers are signaling they will put their own citizens and booming local economies first... By the Numbers California is the poster child for energy dependence: Electricity: Imports supplied roughly 22% of total system power in 2024 (62,157 GWh out of 278,338 GWh total), down slightly from prior years but still a critical lifeline. Northwest hydro and wind plus Southwest solar and gas make up the bulk... Across the Southwest, utilities and regulators are watching data-center demand skyrocket and are rethinking long-term export commitments. Arizona and Nevada are already warning that clean-energy targets could
slip because of the sheer volume of new load. Meanwhile, foreign crude suppliers (Middle East, Latin America) face their own domestic pressures and OPEC+ decisions — and they have zero incentive to subsidize California’s policy-driven energy poverty when better-paying or more stable buyers exist... California’s own policies have accelerated the problem. Aggressive refinery closures, bans on new oil and gas development, and rigid renewable mandates have reduced in-state supply while demand (EVs, data centers, population growth) continues to climb. The result? Higher prices, greater volatility, and now explicit warnings from suppliers that the free ride on other states’ and countries’ energy is ending."
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Red Hot Chili Peppers - Californication


** It took awhile, but the Danes are finally starting to figure out that solar panels are both ugly to look at and don't work without the sun.
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The Guardian ([link removed]) (3/20/26) reports: "'We say yes to fields of wheat,' said Inger Støjberg, the leader of the rightwing populist Denmark Democrats in a speech in 2024. 'And we say no to fields of iron!' Jernmarker, or iron fields, was chosen as the Danish word of the year in December after the solar backlash swayed municipal elections and prompted some councils to pull projects. The spectre of barren metal landscapes has since returned to the campaign trail as Danes prepare to vote in national elections on Tuesday. 'We need more common sense in the green transition,' Støjberg said in the first televised debate between party leaders last month... Solar tripled from 4% of Danish power production in 2021 to 13% in 2025. And a handful of villages have found themselves surrounded by silicon. Opponents of solar farms say the photovoltaic panels are ugly, destroy nature and deflate property
prices in neglected hinterlands. As drone shots of encircled farmhouses have become a symbol of urban overreach, the campaign has led even some established parties to soften their support of solar... Projects in Denmark have few sunny days a year in which they can make money, and as more solar panels have been laid, the number of days with negative electricity prices has soared, leading to a cannibalisation of profits. The slow electrification rate and congestion in the electricity grid has further frustrated developers."


** Will Marco Rubio have another job soon?
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CNBC ([link removed]) (3/20/26) reports: "The U.S. Treasury Department has said Cuba won’t be allowed to take delivery of Russian crude, even as the fuel-starved island appears poised to receive two tankers carrying oil and gas. In a general license published Thursday, the Treasury’s Office of Foreign Assets Control (OFAC) added Cuba to a list of countries that would be blocked from transactions involving the sale, delivery or offloading of crude or petroleum products that originate from Russia. The U.S. had temporarily authorized the purchase of Russian oil stranded at sea last week, as part of an effort to stabilize energy markets during the U.S. and Israeli-led war on Iran. The short-term measure suspended sanctions that were first imposed on Moscow following its full-scale invasion of Ukraine... Cuba had been heavily dependent on oil from Venezuela, but it has effectively been cut off since early January when
the U.S. launched an extraordinary military operation to depose Venezuela President Nicolás Maduro. The Trump administration has called Cuba’s government 'an unusual and extraordinary threat' and suggested the U.S. could turn its sights to Cuba after the Iran war."


** Have no fear, American LNG is here.
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Wall Street Journal ([link removed]) (3/20/26) reports: "American energy companies are poised to play an even more pivotal role in global flows of liquefied natural gas—and rake in the profits—as Iran targets its neighbors’ exports. LNG facilities in Qatar, the second-biggest supplier of LNG globally, are expected to be offline for months—and won’t resume production at prewar levels. National oil company QatarEnergy, which had already declared force majeure earlier this month, said strikes by Iran on Wednesday and Thursday caused extensive damage to its Ras Laffan hub. A prolonged outage will have major ramifications for energy markets. The stoppage in Qatar means the world is losing
nearly 12 billion cubic feet a day of natural-gas supplies, analysts say—about one-fifth of global LNG supplies. Once the war stops, it will have fewer cargoes from Qatar to heat homes and power industries. The upshot: The U.S., already the biggest purveyor of cargoes in the world, is set up to log big wins and profits from being a reliable source of cargoes at a time when global inventories are being depleted and buyers are looking down the barrel of a potential monthslong disruption... The U.S. exported more than 15 billion cubic feet of LNG a day in 2025, up from 10.2 billion cubic feet a day in 2022, according to the Energy Information Administration. The Trump administration has made boosting these exports a key component of its energy dominance agenda."


**

"The Trump Administration, in recklessly repealing the Endangerment Finding, is abdicating their responsibility to protect American lives."
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– California Air Resources Board Chair, Lauren Sanchez ([link removed]) [link removed]


** Trendline
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And there is plenty more where that came from


** New From Energy Townhall ([link removed])
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** The rumors of coal's demise are greatly exaggerated.
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IER ([link removed]) (3/20/26) article: "The fact that Asian utilities are increasing coal-fired power generation to cut costs and safeguard energy supply indicates a potential long-lasting consequence of the war. The latest attacks are dealing a major blow to crucial oil and natural gas infrastructure, potentially causing lengthy disruptions that could trigger another supply shock. Increases in output by various countries, including the United States, Canada, Argentina, Brazil, and Guyana, along with the 60-day waiver on the Jones Act, could help lower prices. However, mitigating the disruptions to oil and gas will likely require that the temporary increases and waivers become permanent."


** Energy Markets
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WTI Crude Oil: ↓ $89.18
Natural Gas: ↓ $2.95
Gasoline: ↑ $3.95
Diesel: ↓ $5.28
Heating Oil: ↓ $422.29
Brent Crude Oil: ↓ $100.86
US Rig Count ([link removed]) : ↑ 574


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