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** Daily Energy News ┃ 02/10/26
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Welcome to In The Pipeline, your trusted source for daily energy news.
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** The only things high in Colorado these days are the kids and the energy prices.
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The Denver Gazette ([link removed]) (2/8/26) column: "Colorado’s Green Energy Express is careening out of control and heading for a derailment. The only thing that can prevent it now are alert ratepayers recognizing the warning signs and regaining control of this runaway train...Gov. Jared Polis, along with his Public Utilities Commission, Colorado Energy Office and a majority of state legislators, has been ignoring the dangerous curves ahead and still has the throttle wide open...Hastily delayed power plant closures; planned power outages; opposition to new data centers; punitive pricing schemes aimed at energy rationing; high anxiety over formerly routine weather events; reports of narrowing reserve margins (the energy buffer we must maintain to prevent system failures when demand spikes) — none of these were a normal part of the energy landscape not too long ago...There’s the sudden concern about new data centers, which enable the AI
revolution but significantly boost demand on an increasingly frail and overloaded grid. Unlike most power users, data centers pull power continuously, 24/7. That wouldn’t be a problem (and might even be a plus) if Colorado were adding new “dispatchable” power generation — meaning instantaneous sources like natural gas or coal rather than intermittent sources, like solar or wind power. But the construction of dispatchable power plants has essentially flatlined — Colorado has opened only one new coal plant since 2000, while shuttering many — even as demand continues to grow. "
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** It's time to finish this thing, President Trump.
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** Remember when the Greens said natural gas was a bridge fuel?
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Utility Dive ([link removed]) (2/9/26) reports: "The U.S. installed around 4.2 GW of natural gas capacity last year from January through November, more than double the 1.9 GW installed in the same period in 2024, according to the Federal Energy Regulatory Commission. FERC’s latest Energy Infrastructure Update shows solar additions dropped in that period year over year, from 27.6 GW of new capacity to 25.4 GW, while new installed wind capacity rose from around 3.2 GW to 5.5 GW. However, in November alone, solar added more than 2.8 GW of capacity, while natural gas added 283 MW...The update forecasts that significant coal retirements will continue from December 2025 through November 2028, with 19.7 GW set to retire in that period, FERC said. During that period 35 MW of new coal is expected to be installed."
** I hope someday we will reach peak "peak oil."
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Bloomberg ([link removed]) (9/2/26) reports: "Vitol Group, the world’s largest independent oil trader, said oil demand will take longer to peak than it previously estimated because of slow take-up of electric vehicles. Oil demand is now expected to reach a high at some point in the mid-2030s, Vitol said in a report on Monday. Its prior forecast was for that to happen at some point early next decade. In 2040, demand will be about 5 million barrels a day higher than current levels, it said."
** Energy Markets
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WTI Crude Oil: ↑ $64.57
Natural Gas: ↓ $3.12
Gasoline: ↑ $2.92
Diesel: ↑ $3.65
Heating Oil: ↓ $239.62
Brent Crude Oil: ↑ $69.38
US Rig Count ([link removed]) : ↓ 571
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"States that remain largely dependent upon coal or hydropower have among the lowest residential, commercial, and industrial electric power rates in the nation. By contrast, states with rising renewable energy mandates and subsidies are among the highest and fastest rising energy costs."
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– H. Sterling Burnett, Ph.D., The Heartland Institute ([link removed]) [link removed]
** Trendline
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NHTSA’s proposed fuel economy reset: Putting consumers in the driver’s seat (CEI) ([link removed])
** New From Energy Townhall ([link removed])
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** Europe’s EV Mania Reveals Dangers Of Auto-Market Manipulation
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AEA ([link removed]) (2/10/26) article: "Sales of electric vehicles (EVs) overtook those of gasoline-powered vehicles in the European Union in December 2025 for the first time, with “hybrid” vehicles outselling both. The European Automobile Manufacturers’ Association found that registrations of battery electric vehicles reached 217,898, up 51% year-on-year from December 2024, with a market share of 22.6%. Sales of gasoline-powered cars in the EU fell 19% year-on-year, from 267,834 in December 2024 to 216,492 in December 2025, with a market share of 22.5%. Hybrids had the largest share of sales at 44% in December. The figures exclude hybrid vehicles that run on gasoline with regenerative braking and plug-in hybrid vehicles that also have battery power. Despite the good showing in December, for the 2025 calendar year, EV sales in the EU were 17.4% of the market, up from 13.6% in 2024. Registrations
of gasoline-powered cars fell by 18.7% in 2025, with all major markets in the EU seeing a decrease."
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