MenuOn July Fourth, President Donald Trump signed the “One Big, Beautiful Bill” into law, introducing significant changes that will dramatically reshape America’s energy landscape. The newly minted OBBB Act leaves businesses and policymakers trying to determine its potential impact on jobs, investment, and the nation’s position in the global energy race. Read the full article
Category Archives: United States
Time To Reinvent U.S. Critical Minerals Strategy
For the Trump administration, critical minerals are a global policy priority. President Donald J. Trump is trying to get China to relax bans on rare earth minerals desperately needed for American industries, including defense and tech. From Greenland to Ukraine, the U.S. is signaling interest and engagement, be it intent to acquire or a comprehensive energy and
Renewable Energy Investors Receive Mixed Signals In The U.S.
The Trump Administration’s energy policies are shifting the investment priorities in American renewable energy, and not to its benefit. But the jury is still out whether the green transition can be stopped or reversed. In the first quarter of 2025, approximately $8 billion in clean energy investments and 16 large-scale projects were cancelled – the highest
Trump’s Tariff Pressure Can Stimulate U.S.–Asia Energy Cooperation
U.S. President Donald Trump’s Energy Dominance Council plans to host a liquified natural gas summit in Alaska on June 2, where it hopes to announce that Japan and South Korea have committed to the long-pursued Alaska LNG project to ease American gas shipments to Asia. Since his return to the Oval Office, Trump has positioned hydrocarbons as
Gloomy Days For Global Solar Power
The 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.
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
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
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