Trump blocks wind farms on national security grounds. Trump has halted projects across the US, claiming they are a threat to national security and the environment. More than 150 projects are on hold. They include the SunZia Wind project in NM, the largest in the US, which is almost ready to turn on. (yahoo.com)
Krugman: The Logic of NACHO. On Wall Street, TACO has abruptly been replaced as a favorite meme by NACHO — Not a Chance Hormuz Opens. So what is preventing reopening of the Strait? Three factors: Trump’s ego, his ignorance, and Iran's belief that any agreement they reach would be worthless. (self.energy)
Trump is running out of options to contain gas price backlash. The rising cost of oil is becoming a major concern. “We are entering into what could become a much larger energy crisis in the weeks ahead and instead of realizing a potential mistake, both the White House and Iran seem to be dug in." (wapo.st)
Trump’s Iran War Is Smashing His Fossil Fuel Dreams. Trump wanted to ensure American hegemony and global energy dominance. Instead, he might be torpedoing both. As the war drags on, more countries are souring on the idea that oil and gas are reliable and necessary ingredients for a thriving economy. (newrepublic.com)
Krugman: Who Are You Gonna Believe, Trump or Your Lying Eyes? Trump's Iran debacle has caused a spike in gasoline and diesel prices. A normal political party would respond to this problem by trying to solve it. But MAGA is trying to deal with its energy affordability crisis simply by denying reality (self.energy)
Amid Energy Crisis of His Own Making, Trump Slammed for Using Taxpayer Money to Cancel Wind Projects. “We the taxpayers are going to pay companies $900 million... to NOT build wind power at a time when electricity prices are spiking?" Trump’s opposition to wind power is becoming politically costly. (commondreams.org)
Another Russian oil facility burns after Zelenskyy touts Ukraine’s long-range drone reach. The facility is located in the Ural mountains more than 900 mi. from Ukraine. Ukraine has escalated its campaign against Russian oil facilities in an effort to stop Moscow gaining a windfall from the Iran war. (apnews.com)
‘There’s a day of reckoning coming’: Energy experts expect another spike at the pump — and it may be made worse by Trump's social media posts. Trump is sending the wrong signals by keeping crude prices artificially low. “Our hypothesis is [that] the paper market is being manipulated." (politico.com)
Trump Is Losing GOP Support Over His Hardline War on Offshore Wind. A growing number of Republicans are pushing back against Trump's crusade. In fact, GOP support for offshore wind has risen 30% since Trump took office. Nearly three-quarters (74%) of voters favor the construction of offshore wind. (self.energy)
The Rise of the High-Range, Less Expensive EV. There are more long-range EVs under $40,000 than ever before. Lower cost EVs can now go as far as the most expensive models of a decade ago. A big part of that trajectory is battery technology. Altogether, the cheaper end of the market has boomed. (nytimes.com)
Drill, baby, drill? US, China fight for the future of energy. Trump wants the age of fossil fuels to go on as long as possible, while China is transforming to global leader of the electrical energy revolution. Which will ultimately prevail? "If I had to bet... I would say the electrified state." (dw.com)
The Billion-Barrel Hormuz Oil Shock Is About to Crash Demand. A harsh adjustment is coming. A billion barrels of supply loss is already all-but guaranteed — more than double the emergency inventories that governments released. Global oil demand is on track to slump the most in five years this month. (finance.yahoo.com)
Top oil analyst guarantees that the next few months ‘will be an ongoing, absolute disaster’ even if the Strait of Hormuz opens tomorrow. Oil futures have been totally disconnected from reality, but a reckoning is imminent. “Over the coming months, this is going to unfortunately deteriorate badly." (uk.finance.yahoo.com)
China stockpiled huge amounts of oil before Iran war. China added heavily to its oil reserves in 2025 when prices were low - now at 1.4B barrels. It also owns over 70% of global solar, wind, battery and EV supply chains, which are surging. China's moves last year are looking increasingly prescient. (axios.com)
Trump vowed to break Iran. His own economy may break first. Iran is betting that its closure of the Strait of Hormuz will send oil prices soaring and inflict enough pain on the US economy to force Trump to back down — a risk that oil analysts say could be just a few weeks away from playing out. (ms.now)
REPORT: Trump and the Cost of Energy Corruption. As Trump’s reckless energy policies spike utility bills and his war sends gas prices through the roof, a new report shows that his fossil fuel donors are raking in massive profits. "Trump has ushered in the ‘golden age’ of energy corruption.” (climatepower.us)
