MenuThe tariffs announced by the Trump Administration at the beginning of April have cast a shadow across international energy supply chains. The new policies were delayed for ninety days less than a week later, and the much-feared shortages and price hikes haven’t yet materialized. Nevertheless, the mood in the industry remains pessimistic. In May, the U.S.
Category Archives: Articles & Blogs
Trump’s Nuclear Revival: Playing Catch Up
President Donald Trump signed four executive orders on May 23rd to enhance America’s nuclear energy production capabilities. U.S. demand for electricity is projected to grow by almost 16% by 2029 after having been nearly flat for over two decades. A combination of factors is driving the need for more power, led by a jump in
Will Kazakhstan’s Uranium Fuel An AI Boom In Central Asia?
Governments are seeking to leverage AI investment to accelerate societal and economic development and bootstrap to the next level of economic development. While some observers express concerns that the growth of AI could widen the gap between the developed world and emerging markets, it also provides an opportunity for energy-rich developing countries to technologically leapfrog. Few
The Ukraine Mineral Deal Might Help The U.S. Break China’s Monopoly
The United States and Ukraine signed a long-awaited deal on April 30 to give the U.S. priority access to Ukrainian critical minerals and other natural resources. After months of acrimonious disputes and negotiations over a ceasefire/peace between Russia and Ukraine, U.S. Treasury Secretary Scott Bessent is now touting the agreement as a signal to Russia that “the
Recep Tayyip Erdogan’s Crackdown In Turkey Throttles European Energy
Befitting its status as a country bridging Europe and Asia, the Turkish government’s massive crackdown on the country’s Republican People’s Party (CHP) opposition party and arrest of Ekrem Imamoğlu, mayor of Istanbul and leader of the CHP, has immediate implications for the entire region. Recent events are raising alarm bells in Europe that Turkish chaos
Why The EU And U.S. May Not Rescue Russia’s Energy Industry
President Donald J. Trump’s efforts to attain peace between Russia and Ukraine have already prompted questions about the future of Russian energy exports, the country’s main cash cow, and whether the door will open to joint projects between Russia and the E.U or the U.S. Whatever progress is made in any negotiations, will be difficult if
White House Cuts Red Tape For U.S. Critical Minerals
The Trump Administration used the Defense Production Act as the basis for an executive order issued March 20, 2025 to sharply increase U.S. critical minerals production. Government agencies were given their marching orders, including directives to: Screen applications for critical mineral mining and refining projects, looking for those that can be given immediate approval and
The Venezuela Oil Tariff Tests Trump Policies
Today, disparate Trump policies —more muscular American diplomacy, less soft power, higher tariffs, and the quest for cheap energy — are being tested together in Venezuela. The pro-Russia, pro-China, and pro-Iran far left Maduro regime in Caracas has long been a thorn in the side of the United States in the often-neglected Latin American theater.
Make America Great At Energy Storage
The Trump Administration is skeptical about green energy, to put it mildly. The remarks of U.S. Energy Secretary Chris Wright at CERAWeek 2025, the most influential energy conference in the U.S., summarized one of the key reasons, “Beyond the obvious scale and cost problems, there is simply no physical way that wind, solar, and batteries could
Europe’s Search For Gas Leads To Romania
Over three years after Russia invaded Ukraine, some European countries were still reliant on Russian gas. While the war in Ukraine compelled most of the European Union to diversify its energy imports and avoid buying gas from Moscow, certain countries, whether motivated by domestic politics or geography, such as Slovakia, Austria, and Hungary, continued buying. In January 2025, Ukraine