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6/24/2025

Energy Realism last week gave us a reality check on electricity and the inescapable choices that we must make to secure reliable and affordable power. 

Kevin Mooney got us started last week: the LA riots aren’t Gavin Newsom’s biggest defeat, that would be the EV mandate. A coalition devoted to consumer choice has scored major victory for constitutional government, thanks to President Trump and congressional Republicans. And Paul Steidler reminds us that we have to be very careful with our electricity choices and grid. This is very serious business now: it is not a question of if, but to what extent China has penetrated America’s electric grid through relentless, sophisticated cyberattacks. As he was leaving office in January, FBI Director Christopher Wray told 60 Minutes, and anyone else who would listen, that China was positioned to “wreak havoc” on critical infrastructure, particularly the electric grid and water systems. Jude Clemente at Forbes confirms just how valuable reliable power will be in the AI race against China. Yes, renewables can help, but the backbone will simply have to stay at fossil fuels and nuclear power. Sorry greens, but physics and national security demand it.

In the News

China vs. U.S.: AI Supremacy Requires Reliable Electricity

Jude Clemente, Forbes

Micron on Chips, Energy, and the Push to Build

The Miller Report, RealClearInvestigations

The Senate Can Do This One Thing to Ensure U.S. Energy Dominance

Neil Chatterjee, RealClearEnergy

EPA to Repeal Climate Pollution Limits on Fossil Fuel Power

Jeff Brady, NPR

Natural Gas Projects Reboot After Officials Wake Up to Stark Realities

Gary Abernathy, RealClearEnergy

The Rise and Rise of King Coal

Tilak Doshi

If We Want to Beat China, We Must Build American Energy – Fast

John Szoka, RealClearEnergy

A Beautiful Bill for a Brighter Future: Powering America With American Energy

Addison McDowell, RealClearEnergy

G-7: Africans Deserve Real Electricity

Brenda Shaffer, RealClearEnergy

The LA Riots Aren't Gavin Newsom's Biggest Defeat—That'd Be the EV Mandate

Kevin Mooney, RealClearEnergy

Toyota's Chairman Says EVs Pollute More Than Hybrids

Suvrat Kothari, Inside EVs

JERA to Triple U.S. LNG Imports

Irina Slav, Oil Price

Should America Pay France to Send African Natural Gas to China?

Jordan McGillis, RealClearEnergy

America as a Reliable Energy Partner

Fred H. Hutchison, RealClearEnergy

The Senate Can Do This One Thing to Ensure U.S. Energy Dominance

Neil Chatterjee, RealClearEnergy

Multimedia

$100 Oil Price Swings Ahead?

Schwab Network

Sam Stovall thinks oil prices can move over $100 a barrel, with a base case of $65/barrel. Looking at stocks, he says that the ones that are “most beat up” tend to see the biggest re...

Iran-Israel Conflict: Here's the Latest Impact on Oil Prices

CNBC

CNBC's Brian Sullivan reports on the latest news regarding the global oil complex.

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