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Biden Is Failing The World

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The world desperately needs energy and yet President Joe Biden is preventing sufficient quantities of oil and gas from being produced.

Many people in the U.S. are still unaware of just how dire the situation is in Europe. They have started logging their old-growth forests for wood fuel to stay warm during the winter. You can see in a tweet that just came out today from somebody in Denmark that “people are stealing each other’s wood pellets and their wood briquettes as soon as they’re delivered.” To make matters worse, “There’s constant reports of cars having their tanks drilled and their gas stolen.” Remember, it’s not even winter yet. Winter’s actually over 72 days away. So this is a very serious situation.

You can see that in Poland people are actually burning trash to stay warm. Burning trash in your fireplace creates toxic smoke. It’s hazardous. The government’s considering handing out masks so people can breathe more safely when they’re outdoors.

Recall that natural gas is the reason the United States reduced its carbon emissions more than any other country in the world. Carbon emissions have been on the decline globally, in large measure, because of the transition from coal to gas. Natural gas is something that most reasonable people agree is a superior fuel to coal. Natural gas is the reason the United States reduced its emissions by 22% between 2005 and 2020, which is five percentage points more than the United States had agreed to reduce our emissions under cap and trade legislation, which nearly passed Congress in 2010 and under the UN Paris Climate Agreement.

The above is a graph that was produced by Matthew Yglesias, a well-known progressive blogger. He tweets it out whenever somebody points out that President Biden isn’t doing all he can to expand oil and gas production. It’s accurate. It does show that oil production increased on a daily average under Biden from under Trump. But it’s deeply misleading. You have to remember that under Trump, the Coronavirus pandemic, for several months, massively slashed oil production.

You can see from the below chart of the EIA data on crude oil production that we still haven’t gotten back to where we were before the pandemic. Now consider how the need is much greater for US oil now that Europe and the United States are rejecting Russian oil.Upgrade

The United States is the biggest liquified natural gas exporter, it’s true. But it takes five years to bring online new LNG capacity in the United States. So all of the new LNG that’s come online during Biden’s presidency was due to past presidents.

And Biden has leased less land than any President since World War II. It’s a shockingly small amount of land: 130,000 acres as opposed to seven million acres under Obama, four million acres under Trump, during the first 19 months of their administrations. It’s a huge reduction in the amount of land being leased.

You can see that in some particular cases, like a very large oil and gas sale in Alaska, the Department of Interior claimed there wasn’t any industry interest in the lease. This turned out not to be the case. The Senator from Alaska, Lisa Markowski said, “I can say with full certainty based on conversations as recently as last night, that Alaska’s industry does have an interest in lease sales and the Cook Inlet to claim otherwise is simply false, not to mention stunningly shortsighted.”

People point out the oil and gas industry does have many thousands of leases, and that’s true, but there’s a high degree of uncertainty about whether the leases they have will produce oil and gas at levels that make sense economically to produce from.

So increasing oil and gas leasing at a time of an energy crisis in Europe seems like a no-brainer, but the Biden administration is not doing that. In fact, it’s been preventing the expansion of gas in many other ways.

You can see the Biden administration denied a request to have a formaldehyde regulation exempted. All else being equal, you’d wanna reduce that pollution. But I think a little bit of formaldehyde is gonna be a less toxic airborne event than having people breathing toxic wood and plastic smoke in Europe. The right thing to do, in terms of aiding our allies, would be to wave that regulation. But the Biden administration refused.

You can see that the Biden administration is actively considering forgoing all new offshore drilling in the Atlantic and Pacific. It may do no offshore leases at all for oil and gas.

Instead, the Biden administration has sought to give sanctions relief to Venezuela in the hopes that Venezuela would produce more oil. And of course, most famously Biden went to Saudi Arabia to ask the Saudis to produce more oil in July. Now, everybody agrees that was a huge foreign policy failure. The Saudis announced they would be cutting production with the rest of OPEC+. The Biden administration’s pressure on the Saudis apparently annoyed them. Now, they’ve been pushed closer into the arms of Russia. This is a pretty significant setback for the Biden administration.

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At the same time Biden was going to Venezuela and Saudi Arabia to produce more oil. Biden administration was refusing to even meet with oil and gas executives. That’s a pretty serious snub when you consider that it’s an industry you want to expand production.

An oil and gas analyst on Twitter criticized a Senator from Wisconsin for suggesting the Democrats are responsible for the lack of refining capacity. He said, “What — do you also blame a political party for a flat tire?”

I pointed out that a single oil refinery outage would have little impact if we had sufficient refinery capacity, and the reason we don’t is that politicians, mostly Democrats have used regulations to prevent their construction. When I interviewed executives one said to me, “If you were an oil company, why would you invest hundreds of millions of dollars into expanding refining capacity if you thought the federal government would shut you down in the next few years? The narrative coming out of this administration is absolutely insane.”

So you can see here that refinery capacity was increasing all the way through 2020. It then declined due to the pandemic. And it has not risen since then. When the analyst was asked, why don’t we get more refineries? He clearly didn’t know. Or at least he said he didn’t know. But it’s clear the Biden administration has not wanted more refineries.

There was a chance to retrofit a major refinery in the US Virgin Islands. It was a refinery that was older. It needed pretty significant upgrades. It was polluting. But these are machines that can be fixed. Several billion dollars of investment would’ve fixed it and it goes back many years. This is an article from 2008. It describes how, at that time, the Democrats in the Senate killed a proposal for refinery expansion.

Go back to 2006. The same thing happened. The House was in the hands of the Republicans who passed a piece of legislation to expand refineries. And it was the Democrats who killed it. And, incidentally, they’re using the exact same arguments today that they used back then.

More recently, we’ve seen an attack on expanded natural gas pipeline capacity, including from Pennsylvania to the Northeast, particularly to Boston. The result of not having pipeline capacity is that they’ve been burning more oil for electricity in New England. In fact, oil-fired power jumped to a four-year high earlier this year. And they’ve been having to import liquified natural gas to New England rather than just pipe it in, which is significantly cheaper. Probably half as expensive.

Grassroots advocacy and lawsuits have prevented pipelines from being built. You can see there’s a strong correlation between the price of natural gas and the ability to get pipelines built. We stop building pipelines and gas gets more expensive. Globally, the impact is that we’re gonna return to coal. This is the consequence of stifling oil and gas production.

One could argue that we just need more scarcity in order to accelerate the transition to electric cars. But it’s notable that the major figures in this, including President Biden, supporters of President Biden, and representatives of his administration aren’t defending a pro-scarcity position. They’re instead claiming that they’re doing all they can to bring down oil and gas prices and expand production.

I think this data, and the historical chronology, paint a picture that shows that there has, in fact, been a war on natural gas and oil United States and that it is impacting global supplies, and leaving Europe vulnerable.

Click to see the video presentation of this article. Additional slides and graphs are in the video.

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Canada has an energy edge, why won’t Ottawa use it?

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Energy abundance, properly managed, isn’t just Canada’s strategic edge—it’s our ace in the hole while allies scramble to rearm their energy systems and competitors sprint ahead. We can keep sleepwalking through the annual ritual of self-imposed shackles, watching golden opportunities slip through our fingers, or we can finally show up as a serious player in the energy security game we’re already knee-deep in.

What the public doesn’t see behind all the climate summit fanfare is a carefully choreographed performance where capitals everywhere scramble to perfect their lines for the UN’s annual pageant. COP30 descends on Brazil in mid-November, and once again Ottawa looks primed to arrive clutching a stack of promises, desperately hoping that thunderous applause will somehow count as tangible progress in the real world.

Thanks to years of bureaucratic capture, our government keeps churning out the measures most fervently demanded by the climate lobby, and this ritual proceeds as if “net zero” were still a credible roadmap rather than a marketing slogan stretched so transparently thin it’s practically see-through. But out in the real world—away from the theatrical staging—the energy system keeps issuing updates of its own that no amount of wishful thinking can erase. The question this year cannot be what flashy new prohibition Ottawa can unveil on cue: are our leaders finally prepared to read the room? Away from the virtue-signalling theatre, countries are quietly adjusting to immovable realities: demand keeps climbing, reliability actually matters, and security trumps sermonizing—and we should be looking south to see what’s really working.

From 2005 to 2023, U.S. per-capita CO₂ emissions from energy plummeted by nearly a third. Not because of performative pledges or green grandstanding, but because coal quietly gave way to natural gas, with renewables filling in around the edges where they actually made sense. Pick almost any grid that made this pragmatic switch, and you’ll discover the same inconvenient pattern that climate absolutists prefer to ignore: fewer emissions and electricity you can actually count on when you flip the switch. Maryland serves as a clean example, where coal shrank from the backbone to a footnote as gas surged, helping keep the lights blazing when people needed them most.

Canada should pay very close attention to these uncomfortable truths. We benefit from hydro and nuclear in some regions, but what the green lobby doesn’t want to acknowledge is that our electricity demand is climbing relentlessly. Population growth alone would guarantee that outcome. Add the explosion in AI technology and it becomes utterly unavoidable, despite the silence from environmental groups. Even the cheerleaders of the new digital economy are brutally honest about this reality when pressed. The head of the world’s biggest AI chipmaker isn’t jesting when he bluntly tells the U.K. it will need gas turbines alongside nuclear and renewables to power its tech ambitions—inconvenient facts that shatter green fairy tales.

Another stubborn reality that doesn’t make it into climate summit speeches is that the International Energy Agency estimates oil and gas companies spend roughly half a trillion dollars every year just to keep output flat—a financial reality that exposes the “stranded assets” narrative as wishful thinking. Without this continual reinvestment, U.S. shale would crater within a single year. It’s rather difficult to describe that as a system drifting quietly into retirement, rather than an industrial backbone that still carries most of the load while activists pretend otherwise. If you’re Canada, that looks less like a looming problem than a golden opening that our competitors are already seizing.

Geopolitics is saying the same thing out loud, for those willing to listen beyond the climate activism echo chamber. J.P. Morgan bluntly calls this the “new energy security age,” and Europe is working frantically to end its dependence on Russian LNG—not for climate reasons, but for survival. Japan is expanding its LNG fleet, and Mexico is inking billion-dollar supply deals while climate campaigners aren’t looking. Strip away all the green branding and virtue-signalling, and you get a core calculation that energy security is nothing short of national security—and countries that get snookered by activist rhetoric into forgetting that harsh reality lose far more than bragging rights at international summits.

The Woodfibre LNG site is seen on Howe Sound in Squamish, B.C. THE CANADIAN PRESS/Darryl Dyck

Our allies have been leaning on us to quit sitting on the sidelines and deliver something concrete. And back home, even Ottawa’s mandarins are finally muttering what everyone else has known all along. For the next several years, at minimum, gas remains the most economical, rock-solid baseload option across vast stretches of the continent. Meeting that surging demand would deliver high-paying jobs, bulletproof alliances, and slash global emissions compared to the world burning more coal. Turning our backs on it means standing idle while rival producers rush to fill the void—all so we can pat ourselves on the back for warming the bench.

If this strikes you as abstract theorizing, cast your eyes toward California. A righteous crusade to shutter refineries didn’t magically eliminate the appetite for fuel—it simply exported the dirty work elsewhere, shipping out the jobs and the supply cushion that shields consumers from price shocks. The Golden State now scrambles like a panicked shopper whenever supply chains hiccup, because when push comes to shove, affordability draws the hard red line on what voters will tolerate. Meanwhile, the global landscape has shifted dramatically, with the United States now claiming the crown as top exporter of refined petroleum and LNG.

The lofty rhetoric of “climate solidarity” has quietly faded into something far more practical—nations ruthlessly pursuing their own interests. Even the most progressive speechwriters now pepper their drafts with buzzwords like ‘pragmatism’ and ‘realism.’ It represents nothing short of a grudging acknowledgment that wishful thinking won’t keep the lights on when the grid starts groaning.

British Columbia, meanwhile, sits perched atop the Montney—one of the continent’s most spectacular gas reservoirs—boasting the shortest shipping lanes to Asian markets. Indigenous nations are shrewdly securing equity stakes in LNG ventures while demanding genuine partnership—a blueprint that marries reconciliation with cold, hard prosperity. Those outbound cargoes are displacing coal-fired power overseas. If your genuine goal involves slashing real-world emissions, that achievement trumps a dozen flowery Ottawa press releases.

So no, the magic formula isn’t “all of the above,” but rather “the best of the above.” It demands deploying hydro, nuclear, and renewables where they deliver maximum punch, with natural gas serving as the indispensable bridge that keeps systems humming while breakthrough technologies mature. We must construct infrastructure that performs when sidewalks turn into skating rinks and when asphalt starts melting like butter.

We’ve also absorbed some hard-earned lessons about the political theatrics that spook serious capital. At COP28 in Dubai, then–environment minister Steven Guilbeault sported a baseball cap emblazoned with “emissions.” Emissions cap—catch the clever wordplay? The joke bombed spectacularly with investors. The policy proposal fared no better; its most vocal champion is reportedly eyeing the exit door, while nearly a hundred Canadian oil and gas CEOs have now fired off two blunt open letters to the new prime minister, spelling out precisely what the cap would accomplish: driving investors to pack their bags for friendlier jurisdictions. If your economic blueprint hinges on attracting capital, avoid crafting policies that essentially scream ‘beat it.’

World leaders at COP29 in Baku, Azerbaijan.

Energy abundance, properly managed, isn’t just Canada’s strategic edge—it’s our ace in the hole while allies scramble to rearm their energy systems and competitors sprint ahead. We can keep sleepwalking through the annual ritual of self-imposed shackles, watching golden opportunities slip through our fingers, or we can finally show up as a serious player in the energy security game we’re already knee-deep in.

What would that look like at COP30? It would sound nothing like the strangely self-defeating Canadian speeches of years past, which have been heavy on confessional hand-wringing, light on genuine intent, drowning in performative self-flagellation, and starved of actual competence. If Ottawa wants to prove it has finally woken up from its ideological slumber, it should ditch the tired theatre and roll out policies that actually unleash investment instead of strangling it: streamlined approvals with firm timelines that mean something; predictable fiscal treatment that doesn’t shift with every political breeze; a clear path for Indigenous equity in major projects; and an explicit commitment to “best of the above” power and fuels. Pair that with a forthright message to allies that cuts through the usual diplomatic fog: Canada intends to supply reliable, cleaner energy to the democracies that desperately need it.

It’s not capitulating to industry to stop pretending we can wish away reality. It’s the path that lets us grow the economy, slash global emissions faster than sanctimonious lectures ever will, and strengthen the alliances that keep free countries from getting steamrolled. If we want Canada to matter in this new energy security age instead of being relegated to the sidelines, we should start acting like we mean business. COP30 is the stage. Time to scrap the old script and write one that actually works.

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Major Projects Office Another Case Of Liberal Political Theatre

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From the Frontier Centre for Public Policy

By Lee Harding

Ottawa’s Major Projects Office is a fix for a mess the Liberals created—where approval now hinges on politics, not merit.

They are repeating their same old tricks, dressing up political favouritism as progress instead of cutting barriers for everyone

On Sept. 11, the Prime Minister’s Office announced five projects being examined by its Major Projects Office, all with the potential to be fast-tracked for approval and to get financial help. However, no one should get too excited. This is only a bad effort at fixing what government wrecked.

During the Trudeau years, and since, the Liberals have created a regulatory environment so daunting that companies need a trump card to get anything done. That’s why the Major Projects Office (MPO) exists.

“The MPO will work to fast-track nation-building projects by streamlining regulatory assessment and approvals and helping to structure financing, in close partnership with provinces, territories, Indigenous Peoples and private investors,” explains a government press release.

Canadians must not be fooled. A better solution would be to create a regulatory and tax environment where these projects can meet market demand through private investment. We don’t have that in Canada, which is why money has fled the country and our GDP growth per capita is near zero.

Instead of this less politicized and more even-handed approach, the Liberals have found a way to make their cabinet the only gatekeepers able to usher someone past the impossible process they created. Then, having done so, they can brag about what “they” got done.

The Fraser Institute has called out this system for its potential to incentivize bribes and kickbacks. The Liberals have such a track record of handing out projects and even judicial positions to their friends that such scenarios become easier to believe. Innumerable business groups will be kissing up to the Liberals just to get anything major done.

The government has created the need for more of itself, and it is following up in every way it can. Already, the federal government has set up offices across Canada for people to apply for such projects. Really? Anyone with enough dollars to pursue a major project can fly to Ottawa to make their pitch.

No, this is as much about the show as it is about results—and probably much more. It is all too reminiscent of another big-sounding, mostly ineffective program the Liberal government rolled out in 2017. They announced a $950-million Innovation Superclusters Initiative “designed to help strengthen Canada’s most promising clusters … while positioning Canadian firms for global leadership.”

That program allowed any company in the world to participate, with winners getting matching dollars from taxpayers for their proposals. (But all for the good of Canada, we were told.) More than 50 applications were made for these sweepstakes, which included more than 1,000 businesses and 350 other participants. In Trudeau Liberal fashion, every applicant had to articulate how their proposal would increase female jobs and leadership and encourage diversity in the long term.

The entire process was like one big Dragon’s Den series. The Liberals trotted out a list of contestants full of nice-sounding possibilities, with maximum hype and minimal reality. Late in the process, Minister of Innovation, Science and Industry Navdeep Bains picked the nine finalists himself (all based in cities with a Liberal MP), from which five would be chosen.

The alleged premise was to leverage local and regional commercial clusters, but that soon proved ridiculous. The “Clean, Low-energy, Effective and Remediated Supercluster” purported to power clean growth in mining in Ontario, Quebec and Vancouver. Not to be outdone, the “Mobility Systems and Technologies for the 21st Century Supercluster” included all three of these locations, plus Atlantic Canada. They were only clustered by their tendency to vote Liberal.

Today, the MPO repeats this virtue-signalling, politicking, drawn-out, tax-dollar-spending drama. The Red Chris Mine expansion in northwest British Columbia is one of the proposals under consideration. It would be done in conjunction with the Indigenous Tahltan Nation and is supposed to reduce greenhouse gas emissions by 70 per cent. That’s right up the Liberal alley.

Meanwhile, the project is somehow part of a proposed Northwest Critical Conservation Corridor that would cordon off an area the size of Greece from development. Is this economic growth or economic prohibition? This approach is more like the United Nations’ Agenda 2030 than it is nation-building. And it is more like the World Economic Forum’s “stakeholder capitalism” approach than it is free enterprise.

At least there are two gems among the five proposals. One is to expand capacity at the Port of Montreal, and another is to expand the Canada LNG facility in Kitimat, B.C. Both have a market case and clear economic benefits.

Even here, Canadians must ask themselves, why must the government use a bulldozer to get past the red tape it created? Why not cut the tape for everyone? The Liberals deserve little credit for knocking down a door they barred themselves.

Lee Harding is a research fellow for the Frontier Centre for Public Policy.

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