Getting climate, energy & environment news right.

America Needs to Fix Nuclear Economics, Not Just Go Smaller
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America Needs to Fix Nuclear Economics, Not Just Go Smaller

When President Trump stood before Congress in February 2026, he delivered a stark message to America’s technology leaders: “You have an obligation to provide for your own power needs.” His call to action on behind-the-meter nuclear power for data centers wasn’t mere rhetoric. It was a recognition that the energy demands of artificial intelligence and modern computing require a fundamental shift in how we power our economy.

Small Refinery Exemptions Will Help Drivers at the Pump
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Small Refinery Exemptions Will Help Drivers at the Pump

With seemingly no end to the Iran War in sight, the Trump administration has several actions to soften the economic blow, including waiving the Jones Act and releasing 172 million barrels of oil from the Strategic Petroleum Reserve. One sensible solution to help consumers is to grant exemptions for the small refineries that are critical to US energy security and affordability. 

The Iran War and the Long-Term Risks to Energy Affordability
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The Iran War and the Long-Term Risks to Energy Affordability

As the Iran war continues, oil prices keep rising. Gasoline has climbed to over $4 per gallon for the first time in four years. The ripple effects are spreading across the economy as markets that depend on affordable crude begin to absorb the disruption of roughly one-fifth of the world’s oil and liquefied natural gas that normally passes through the Strait of Hormuz. Everything from airline tickets to groceries is seeing upward pressure as the prices of jet fuel, diesel, and fertilizer all rise.

What CERAWeek 2026 Says About Energy’s Next Chapter
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What CERAWeek 2026 Says About Energy’s Next Chapter

The conversation at CERAWeek shifts each year. In 2026, the focus was on surging demand, disruptions to energy flows through the Strait of Hormuz, infrastructure bottlenecks, and a more pragmatic energy posture. The conference showed an industry and policymakers increasingly focused not on abstract narratives about the future of energy, but on the harder questions of security, buildout, reliability, affordability, and competitiveness.

America’s Grid Is More Fragile Than Politicians Admit. Here’s How to Fix It.
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America’s Grid Is More Fragile Than Politicians Admit. Here’s How to Fix It.

America has an infrastructure problem hiding in plain sight. Too often, when a storm rolls through, millions of homes dark. Politicians hold press conferences, utility companies apologize, and nothing fundamentally changes. The U.S. power grid is not a modern system under routine stress. It is an aging, fragile patchwork operating well past its design life, and the consequences are landing squarely on ordinary Americans and the natural environment around them.

How could oil markets look after a peace deal with Iran?
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How could oil markets look after a peace deal with Iran?

While it still seems to be a long way off, Iran and Trump seem to be considering the conditions they need to make peace. As I’ve noted in past Low-Energy Fridays, peace is better for the economy than war, which destroys productive resources and erodes investor confidence. But we must also understand that the way in which this peace is achieved may impact energy markets in the long term. While any peace is generally better economically than the status quo, risks caused by the war may remain even after a deal is made.

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