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** Daily Energy News ┃ 05/15/26
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Welcome to In The Pipeline, your trusted source for daily energy news.
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** The pause is a great start. Now it's time to adopt rules grounded in reality that protect the right of American families to choose the vehicles that best suit them.
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E&E News ([link removed]) (5/15/26) reports: "EPA proposed delaying upcoming conventional pollution standards for new cars and trucks Thursday, arguing electric vehicle adoption rates have been insufficient to support the Biden administration’s regulation. The plan to delay and — in a follow-up rulemaking — eventually reduce the vehicle standards follows the Trump administration’s revocation of all greenhouse gas rules for vehicles, a sharp U-turn from the Biden administration’s pro-EV agenda. 'The American people have been very clear; they do not want EVs forced upon them,' Administrator Lee Zeldin said in a statement. 'This proposal aims to return EPA regulations to reality, restoring consumer choice, protecting good paying American jobs, and strengthening the nation’s global competitiveness while the agency works to reconsider the Tier 4 standards.' The 2024 rule set greenhouse gas standards for model year 2027 and beyond, while
also strengthening federal standards for various conventional pollutants, including nitrogen oxides, particulate matter and volatile organic compounds — known as 'Tier 4' in EPA lingo."


** Global demand for safe, stable freedom-molecules keeps going up.
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OilPrice.com ([link removed]) (5/15/26) reports: "Developers of the Commonwealth LNG project have taken the final investment decision to build the $13-billion U.S. export plant in Louisiana, underpinned by investments from Kimmeridge, Abu Dhabi-based Mubadala Energy, and Canada Pension Plan Investment Board, the UAE energy investor said on Friday. The Commonwealth LNG facility in Cameron Parish, Louisiana, will have an annual capacity of 9.5 million tons of liquefied gas and is expected to become operational in 2030. Phase 1 development of the export facility on the west bank of the Calcasieu Ship Channel is expected to generate more than $3 billion in annual export revenue when operations commence in 2030, according to the proponents of the project. The FID includes the successful closing of $9.75 billion in project financing for the construction of the export project, marks the start of
full construction, and advances one of the most cost-competitive and efficient LNG projects in the United States, Mubadala Energy said. The transaction attracted strong interest from both equity and debt investors, resulting in total commitments of $21.25 billion...The final investment decision for the new U.S. project comes as the Middle East conflict upended global LNG supply and demand balances. Contrary to earlier forecasts, the market is now expected to be tight in 2026 and 2027, amid curtailed output from Qatar and the UAE, and Qatar announcing it could need up to five years to repair the damage to its key Ras Laffan LNG complex from Iranian missile attacks in March."


** A lesson in energy independence for our comrades across the Pacific...
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Bloomberg ([link removed]) (5/14/26) reports: "A White House official said that Chinese President Xi Jinping opposes efforts to charge a toll to navigate the Strait of Hormuz and is interested in purchasing more US oil to reduce its dependence on the waterway in the future. Xi made the comments during his meeting with US President Donald Trump in Beijing on Thursday, according to the official. China’s official readout of the meeting didn’t include energy in the list of topics the two presidents discussed, although it did say they talked about the Middle East. China is the world’s largest importer of crude oil and natural gas, and the US is the biggest producer of both. But shipments between the two countries ground to a halt last year after China imposed levies on the commodities in retaliation to Trump’s sweeping tariffs on Chinese goods."


** Now it's time to take that lesson home for domestic mineral ([link removed]) production.
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Your News ([link removed]) (5/15/26) reports: "Efforts by governments across the United States and Europe to accelerate the transition from gasoline-powered vehicles to electric vehicles are colliding with growing concerns over mineral shortages, environmental degradation, supply chain concentration, and labor conditions tied to battery production. In 2024, President Joe Biden announced a target for electric vehicles to account for 56% of all new car sales in the United States by 2032. California Governor Gavin Newsom similarly implemented regulations requiring 35% of new vehicles sold in the state by the 2026 model year to qualify as zero-emissions vehicles, increasing to 68% by 2030 and reaching 100% by 2035. The European Union approved comparable policies in 2023 prohibiting sales of new vehicles emitting carbon dioxide beginning in 2035, while the United Kingdom announced plans to end
sales of new diesel and gasoline vehicles by 2030. Industry groups have questioned whether such targets are achievable given current infrastructure and mineral supply limitations. The Alliance for Automotive Innovation stated that reaching 100% zero-emission vehicle sales by 2035 in states following California’s rules 'will take a miracle.'...A study cited in the report estimated that producing a single nickel-manganese-cobalt battery may require extraction of between 91 and 607 tonnes of rock. Applying those figures globally could require excavation of hundreds of billions of tonnes of earth. Lithium extraction was identified as especially water-intensive. According to estimates cited from the Institute for Energy Research, lithium production may consume approximately 500,000 gallons of water per metric ton. The report stated that mining operations in Chile’s Salar de Atacama have already consumed large portions of regional water supplies, while lithium extraction in South America’s
so-called Lithium Triangle could intensify environmental stress across arid ecosystems. Environmental concerns also extend to cobalt and nickel production."
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** "While the UAE’s decision is significant, it’s not necessarily a death knell for OPEC, which has seen other members come and go over the last six decades. Rather, this move is the latest chapter in the story of American energy independence and energy dominance that is being kicked into high gear by pro-growth tax and regulatory reductions."
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– E.J. Antoni, PhD, The Heritage Foundation ([link removed])


** Trendline
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There are currently 5,397 MW of data centers under construction in Indiana, which nearly equals Duke Energy’s peak power demand, the state’s largest utility. -Always On Energy Research ([link removed])


** New From Energy Townhall ([link removed])
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** Landowners fighting back against New York fracking ban.
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AEA ([link removed]) (5/15/26) article: "E&E News reports that a father and son who own the mineral rights to 164 acres of land in upstate New York are suing the state in federal court to challenge the state’s ban on fracking. According to the lawsuit, NY’s ban on fracking is unconstitutional under the Fifth Amendment because it deprives the landowners of productive use of their property, amounting to an unfair taking by the government. Their case is being handled by the Pacific Legal Foundation, which supports private property rights. The state’s bans on high-volume hydraulic fracturing, carbon dioxide fracturing, and propane gel fracturing, which effectively prohibit all development of the Marcellus and Utica Shale formations, amount to an impermissible government taking, according to the suit. These formations extend across the border into Pennsylvania, where they have been developed safely and
extensively for over fifteen years. The plaintiffs are asking the court to block the state from enforcing the ban. According to the complaint, the lawsuit is relevant to issues of energy independence and affordability. While banning hydraulic fracturing, New York State imports nearly 85% of its energy, with much of it in the form of natural gas coming from fracked basins in Pennsylvania. New York consumers pay high prices as the state’s residential electricity costs average between 24 and 27 cents per kilowatt-hour — approximately 40% above the national average — and natural gas prices run about 22.8% above the national average."


** Energy Markets
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WTI Crude Oil: ↑ $105.06
Natural Gas: ↑ $2.96
Gasoline: ↓ $4.52
Diesel: ↓ $5.66
Heating Oil: ↑ $406.43
Brent Crude Oil: ↑ $109.22
US Rig Count ([link removed]) : ↑ 604


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