The Federal Reserve can raise rates. The Treasury can issue bills. Neither institution can weld a crude distillation unit back together after a drone strike, add inches to a California products pipeline, or refill Gatun Lake. That is the story of September 2026: crude is still findable; diesel is not. The constraint has moved downstream, […]
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The state is considering extending the life of its last nuclear power plant, Diablo Canyon, and allowing construction of new reactors to help meet its clean energy goals. California spent decades treating nuclear power as a political pariah. It shuttered every plant except Diablo Canyon, enacted a 1976-era moratorium on new reactors until a federal […]
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The green-steel project was sold as the industrial proof of Net Zero: replace coking coal with hydrogen, swap blast furnaces for electric arc furnaces, keep the mills, cut emissions, and lead the world. In Germany, the United Kingdom, and across the EU, that story is colliding with energy prices, missing hydrogen, cheap imported steel, and […]
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We have an action-packed podcast lined up with Doomberg and Steven Wang, CEO of Jackery Americas. We’ll cover the new executive order on the United States grid’s transformers, supply chain, and key components. Some of these components have years-long resupply times in a disaster, and many people could be without power for considerable periods. The […]
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Late last month, Prime Minister Mark Carney pulled Canadian negotiators from the table and walked away from what the White House called the most preferential market access any country had received. The United States had proposed deep cuts on steel, aluminum, autos, lumber, and more. Carney rejected it. On September 8, Canada’s dollar-for-dollar retaliatory tariffs […]
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America needs every reliable megawatt it can get. Restarting a proven nuclear plant is one of the fastest ways to put firm, around-the-clock power back on the grid. The U.S. Department of Energy has closed a loan of up to $1.9 billion to NextEra Energy to restart the Duane Arnold Energy Center in Linn County, […]
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ENB Pub Note: This article first ran on America Outloud by Ronald Stein and Hoshihiro Moronaka. We highly recommend subscribing and reading their stories. Social media, smartphones, computers, and the many electronic devices that did not exist a century ago are being called “addictive.” A similar question is now being asked about the products made […]
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ENB Pub Note: This article first ran on the Energy News Beat Substack. The U.S. is facing an $89 billion liability in the wind industry that nobody is talking about. Scotland’s first commercial wind farm is being held up as proof that wind power can be circular. A Mott MacDonald report for ScottishPower Renewables says […]
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ENB Pub Note: This article was on Doug Sheridan’s LinkedIn post and his insights are spot on. Americans’ utility bills are delivering unpleasant surprises, with residential electricity prices rising at more than twice the rate of core inflation. California, Maine and New York have seen multi‑year rate hikes that would’ve been politically unthinkable a decade ago. […]
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Chinese refiners are stepping back into the crude market while flooding product markets with extra gasoline and diesel, just as the rest of the world is running short of both barrels and refining capacity. August data show crude imports rising 6.2% from July to 8.93 million barrels per day, while refined product exports jumped 29% […]
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