View this email in your browser
2/25/2025

Energy Realism last week focused on our reality: Trump is right, and fossil fuels are only becoming more important. 

Norman Rogers got us started last week with our most basic energy-climate tenet of them all: unreliable and expensive, solar energy is simply not competitive with fossil fuels. This is exactly where Vijay Jayaraj, our leading advocate for the poor, comes in: Trump’s obsession with low-cost, reliable, and abundant energy from fossil fuels will be happily embraced by the world’s poor. Trump’s rejection of climate orthodoxy matches the aspirations of developing nations striving to ensure energy security and overcome poverty. Expect these countries to be  emboldened to more openly pursue their preferred energy strategies and leave the Paris climate agreement themselves. And Ray Gifford extends this reality to even the rich countries like, wait for it, US! A ‘Sputnik moment’ calls for unified national action toward a goal. And with a new President with a strong penchant for industrial policy, it is a good bet that the A.I. race with China will galvanize national action. The challenge will be to the institutions the U.S. has to rise to this Sputnik moment. And American institutions will be challenged because A.I. takes power. Gobs and gobs of electricity will need to be built quickly without putting existing customers on the hook.

In the News

Global Impacts of ‘Unleashing’ LNG

Center on Global Energy Policy

U.S. and India Revamp Bilateral Energy, Trade Pacts

Duggan Flanakin, RealClearEnergy

India Gas Demand Set to Soar By 2030

International Energy Agency

LNG Is a Sellers Market for Now

Irina Slav, Oil Price

A “Meta” Analysis: Fuzzy Math for a ‘100% Clean’ Gas-Powered Data Center

Mike O'Boyle, RealClearEnergy

JD Vance Drags Greta Thunberg

Morgan Phillips, Fox News

Solar Energy Is Not Competitive with Fossil Fuels

Norman Rogers, RealClearEnergy

Trump EPA Exposes Biden's $20B Green Slush Fund

Kelly Jane Torrance, NY Post

China's Coal Boom Trumps the Green Push

Helen Davidson, The Guardian

DOGE Savings Destination? Suspend the Federal Gas Tax!

Larry Behrens, RealClearEnergy

Trump Could Remake USAID to Promote Fossil Fuels

Sara Schonhardt, Politico

Over 60% of IRA Investments Now at Trump’s Mercy

Alex Kimani, Oil Price

U.S. and India Revamp Bilateral Energy, Trade Pacts

Duggan Flanakin, RealClearEnergy

Hochul to Trump on Congestion Pricing: ‘See You in Court’

Tara Suter, The Hill

GM Claps Back on Trump and EVs

Tina Casey, CleanTechnica

Multimedia

Jeff Currie on Trump, Crypto, Oil Prices, AI Energy Demand

Bloomberg Television

Jeff Currie, chief strategy officer of Carlyle Group’s Energy Pathways and veteran commodities analyst, says OPEC+ has "plenty of room to restart supply in April." Amid this week's n...

Zelensky Rejects Trump’s Bid for $500B of Natural Resources

BBC

Ukrainian President Volodymyr Zelensky says he has rejected US President Donald Trump’s proposal to give the US access to $500bn of Ukraine’s vast reserves of critical minerals.   Uk...

Manage/Unsubscribe from Newsletters  

You are receiving this email because you signed up to one of RCMG newsletters. 
Copyright © 2025 RealClearHoldings, All rights reserved. 
 Unsubscribe to ALL Newsletters 
RealClearHoldings
666 Dundee Rd Ste 600
Northbrook, IL 60062-2733

Add us to your address book
 ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏ ͏  ͏  ͏  ͏