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DAILY ENERGY NEWS | 12/30/2025
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** Tough to call this one a coincidence.
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Real Clear Energy ([link removed]) (12/30/25) op-ed: "Americans are anxious about their utility bills – and with good reason. Three quarters of U.S. residents are concerned about their electricity and gas bills rising this year, and 80% feel powerless over how much they are charged for utilities. For nearly two-thirds of U.S. billpayers, simply keeping the lights on has become a growing source of financial stress...Electricity affordability is shaped primarily by state policy choices, and states choosing the most expensive path are overwhelmingly blue. So, blue-state residents are experiencing the pain much more than those in red states. A new report from Always On Energy Research and the Institute for Energy Research finds that 86% of states with electricity prices above the national average voted for Democratic presidential candidates in 2020 and 2024. In contrast, 80% of the
10 states with the lowest electricity prices are reliably red. That’s not a coincidence. Those high prices reflect a consistent pattern of state-level energy policies that dictate emissions reduction targets at the expense of affordability, reliability, and physics...High electricity rates aren’t an unavoidable consequence of modern life or federal policy. They are the predictable outcome of state-level choices that ignore reliability, undervalue dispatchable generation, and impose rigid mandates regardless of cost."
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** "[America's offshore] resources were never meant to be locked away but instead to be developed responsibly to ensure that an abundance of energy could supply our homes and businesses."
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– Austin Gae, The Heritage Foundation ([link removed])
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2026 is shaping up to be a great year for meaningful permitting reform.
** Inside Sources ([link removed])
(12/11/25) reports: "'For years, our industry has been sounding the alarm that natural gas demand is rising faster than the infrastructure designed to move it. The cracks in the foundation of this affordable, reliable, secure energy system are showing — and they’re getting wider.' That was the warning from Toby Rice, CEO of EQT Corporation, at the December meeting of the National Petroleum Council (NPC), where the advisory committee released two reports addressing those cracks in America’s energy grid. One report proposes permitting reforms for a system increasingly incapable of keeping up with the need for new pipelines, expanded battery storage, and LNG export capacity...The infrastructure gap is hard to deny...Industry groups, including pipeline operators and utilities, quickly praised the report. Institute for Energy Research President Tom Pyle noted that electricity generation from natural gas has grown more than any other source over the past decade, but permitting constraints make
building pipelines nearly impossible. 'The answer to not just energy problems, but infrastructure concerns across the board, is a full overhaul of our permitting system, including substantial reforms to the underlying statutes,' Pyle said. 'Our ability to tap into our natural resources, support our population, and grow into the future is hampered by a regulatory and permitting process designed to discourage investment. Lengthy and unpredictable federal permitting is slowing development and pushing costs higher for consumers and businesses alike. Speeding up approvals for pipelines, offshore projects, and other infrastructure is key to boosting energy security and keeping the U.S. competitive.'"
We're leaving the "green China" myth in 2025.
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American energy producers are the greatest in the world, and they do it all on their own.
** Just the News ([link removed])
(12/30/25) reports: "A new report from the National Center for Energy Analytics (NCEA) finds that 90% of subsidies for the energy sector in 2025 went to renewable energy. The analysis also shows that oil, gas and coal industries’ subsidies come mainly in the form of tax expenditures as opposed to direct subsidies. Using data from the Department of the Treasury, Paul Tice, senior fellow with the NCEA, calculates that in fiscal year 2025, explicit government subsidies in the form of tax expenditures for the entire energy sector totaled $64.1 billion. This was more than all other domestic industries...The analysis also shows that support for the domestic fossil fuel industry in the U.S. is much less than that of other nations. Developed countries in Europe also provide more fiscal support for fossil fuels, primarily through direct subsidies, than the U.S. Subsidies have doubled globally in the last few years, primarily due to sharp spikes in energy commodity prices in the wake of the Russian
invasion of Ukraine. Tice concluded that repealing all subsidies for fossil fuels would have no meaningful impact on the profitability of the industry or the demand for its products. The main driver of energy-sector subsidies are tax credits for renewable energy."
Energy Markets
WTI Crude Oil: ↑ $58.39
Natural Gas: ↑ $4.08
Gasoline: ↑ $2.83
Diesel: ↑ $3.56
Heating Oil: ↑ $217.17
Brent Crude Oil: ↑ $62.11
** US Rig Count ([link removed])
: ↑ 574
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