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Drill Baby, Meet Build Baby 🚧
January 31st, 2025

- Stay up to date on all things energy by visiting the TEA Newsroom.
- America needs Affordable, Reliable, Clean energy security.
- Opinion: The only ‘energy emergency’ is the one Biden created.
- Trump pauses renewable energy approvals on public lands, waters.
- California Democrat open to FEMA overhaul under Trump.
- How President Trump silenced tech giants on his Paris withdrawal.
- Doug Burgum confirmed as Interior Secretary.
- Judge strikes two Maryland climate cases.
- Trump’s funding freeze will hit these climate programs.
- Duffy goes after Biden car efficiency rule, AKA ‘EV Mandate’.

The issue: With production levels at all-time highs, natural gas and oil companies must continue to look for innovative ways to optimize their products on the market. The easiest way to do this is by investing in new energy infrastructure. There are a couple of developments this week that highlight that opportunity.
- President Trump ordered a boost to an LNG project off the Louisiana coast. Louisiana is a major hub for LNG, with four export terminals operating.
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Chevron has joined the movement to build gas plants for AI data centers. Big tech, energy producers and utilities are making huge investments in affordable, reliable, natural gas clean power generation.
Why it matters: It is in the strategic interest of the U.S. to supply affordable, reliable and natural gas-powered clean energy to the world. And as energy demand increases both domestically and internationally, it’s in the best interest of oil and gas companies to increase their production capacity. This is the embodiment of our ‘Build, Baby, Build’ mantra.
These new investments in production are two prime examples of the economic theory of the invisible hand at work in the energy sector — and why the ARC Energy Security model legislation is paramount for American energy producers and consumers.
Consider:
- Cleaner supply chains will advantage U.S. LNG exporters.
- Booming liquefied natural gas (LNG) exports can benefit the environment as well as U.S. natural gas and oil suppliers.
- Natural gas-fired power plants cost around $2 billion per gigawatt, Morgan Stanley estimates.
- In this case, the plants would be located alongside the data centers they power.
Chevron has said its plants could be built in several regions, Exxon has similar plans and their facilities would not be connected to the electric grid to start, so the plants can get up and running more quickly. It is good for our nation and the globe when hydrocarbons provide practical and affordable solutions.
Bottom line: Natural gas will power the next generation of American innovation, but it’s going to require investment in new energy infrastructure like pipelines and LNG terminals to make it happen faster.

The issue: Oil and gas companies would be liable for damages caused by natural disasters in California under legislation introduced Monday by two Democratic lawmakers. This absurd measure is outrageous — even for ultra-left wing California.
Why it matters: If approved, The Golden State would be the first state in the U.S. to allow for such lawsuits. President Trump should respond with a demand to stop such nonsense, and up the price for any federal aid. He has been rightfully critical of Gov. Gavin Newsom’s forestry management dating back to his first term as president.
Consider:
- Blaming hydrocarbons for these wildfires is ridiculous, but it’s the typical climate extremists’ posture.
- Under state law, utility companies are liable for damages if their equipment starts a wildfire. The same idea should apply to oil and gas companies, they contend, “for their massive contribution to these fires driven by climate change.”
- California has wasted tens of billions of dollars on a train to nowhere while spending almost nothing on standard brush clearing.
Trump’s repeated chastisements of Gov. Newsom to “manage your forests” echoes in-state Republicans’ long standing argument that he and his party aren’t doing enough to clear overgrown flammable brush and trees from the state’s forests. California’s Democrats have long aligned with green groups opposed to more forest thinning, which they see as a thinly veiled attempt to increase logging. That position is changing following repeated wildfires and an estimated $250 billion in total economic loss since Jan. 7.
You can’t trust Gov. Newsom to fix this problem. His administration has failed repeatedly and has treaded carefully with its forest management numbers since an investigation in 2021, at the height of the recall campaign against him, found he overstated the amount of land that had been treated by counting the total footprint of the work rather than actual acres treated.
Bottom line: Imagine trying to pin the blame on energy producers for failing to properly manage your forests and water supply. Alas, that’s a microcosm of the climate hysteria that grips California politicians.

Not much movement this week with gas prices. The national average for a gallon of gasoline fell two cents, from $3.13 to $3.11 as of this morning.
Readers note: Since we don’t expect the same turbulence in gas prices under President Trump, we will be replacing the sticker shock section of our newsletter with something new. Stay tuned next week to see what we’ve got in store!

Nothing on the calendar for next week!

“I will give fast environmental approval for anyone building any electricity generating plants in the United States. And people investing more than $1 billion will get super rapid approval. No more waiting for years to get anything done.”
— President Donald Trump, as reported on X.