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Energy

The Flood Of Energy Absurdities Never Slows

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6 minute read

From the Daily Caller News Foundation

By DAVID BLACKMON

 

I often write about absurdities in the energy space, the kinds of stories in which nothing seems to make sense and which result in the wasting of massive amounts of money on rank boondoggles.

Indeed, I maintain an entire Substack focused on what is an amazingly target-rich environment.

Despite enjoying such a wealth of absurd potential content, I found myself suffering from a bit of writer’s block Tuesday morning — thanks in large part to all the breaking news about debates and attempted assassinations  permeating our society in recent days. But that was before two gloriously absurd stories popped into my in-box.

The first of these absurdities comes to us from the ritzy Massachusetts island of Nantucket, where debris from one of President Joe Biden’s vaunted offshore wind monstrosities — speaking of rank boondoggles — was found littering the beaches in recent days. The Nantucket Current reports that the debris, apparently hard fiberglass material from a broken blade, originates from the Vineyard Wind 1 offshore project, whose first ten massive turbines were activated less than a month ago.

So much for that advertised 30-year life, huh?

The operators of Vineyard Wind said the debris is the result of an “offshore incident” in which a blade suffered damage. The company also characterized the debris as “non-toxic fiberglass fragments,” adding that they are “not hazardous to people or the environment.”

No word from the company on the nature of this “incident,” or on how frequently Nantucket residents can expect such litter from their 62 government-subsidized, 850-feet-tall turbines (almost the height of the Eiffel Tower) and blades to wash up on their beaches. But the fact that the first “incident” came during the first month of operations was not exactly encouraging.

Then the story got even worse for Vineyard Wind: Boston.com reported Tuesday that Nantucket officials made the decision to close the beaches to public access due to dangers from what they called “floating debris and sharp fiberglass shards” that were part of the debris. Worse still, the Federal Bureau of Safety and Environmental Enforcement announced late Tuesday the development’s operations have been “shut down until further notice” due to the safety hazards to the public.

Despite the inconvenience and potential hazards caused by Biden’s offshore wind boondoggles, we can be sure that Nantucket residents will enjoy paying their future power bills that are being inflated by the power-provision guarantees deftly negotiated by their state leaders. It is, after all, a small price to pay for such a glorious virtue signaling opportunity.

The next story comes to us from a report at LiveScience.com detailing a new study predicting that earthquakes will now be caused by the all-knowing, all-seeing, all-causing, all-powerful boogeyman we refer to as “climate change.” No, really, I swear I’m not making that up. Promise.

It is a real report, headlined, “Will we have more earthquakes because of climate change?”

Naturally, the story suggests this will be the case. What else would a good climate alarmist say? It is a requirement for researchers to blame literally every bad thing in our lives on climate change because, if you don’t, you won’t get that next government grant, now, will you?

That is the game. It has been the game for 30 years now, and many believe the net effect has been the increasing corruption of what we call “science.” The raising of outlandish claims such as this in glaring headlines or by hyperventilating weather people on our local news channels is exactly why a constantly rising percentage of the population holds the field of climate “science” in contempt.

One X user who tweeted this story out said: “I miss the days when we used to blame witches.” That is really funny. I wish I had thought of it first.

I know this frustrates all the alarmists out there, but I am just the messenger here. If you want the winds of public attitudes to ever shift in your direction, you are going to have to stop spreading ridiculous nonsense like this. All your cynical efforts to raise alarm are backfiring, and it could not happen to a more deserving bunch of people.

David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.

Energy

‘The electric story is over’

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Oil economist Dr. Anas F. Alhajji challenges assumptions about EVs, demand and Canada’s future.

Every episode of Power Struggle offers a different doorway into the global energy system. But every so often I speak with someone who doesn’t merely interpret the data — he dismantles the illusions around it. Energy economist Dr. Anas F. Alhajji is one of those rare voices.

For anyone who follows world oil markets, Anas requires little introduction. He is one of the most widely referenced analysts in global energy economics, managing partner at Energy Outlook Advisors, and a commentator whose views often diverge from the political narratives that dominate Western media. Our conversation, fast-paced and data-driven, reinforced a point I’ve been making for years: many assumptions about the energy transition are overdue for a hard reset.

And if you think the transition is unfolding as advertised, Anas has a simple message: look again.

Peak oil demand — or peak illusion?

We began with the recurring claim, made most notably by the International Energy Agency, that global oil demand is nearing a terminal peak. Anas has long challenged this analysis, but his breakdown was especially stark.

“In May 2025, they said they are revising up global oil demand… They’ve been wrong for 18 straight years. By how much? Two or three years. The total is about 350 million barrels.”

He added an even sharper example.

“In August, they revised up Mexico’s oil demand by a hundred thousand barrels a day — since 2020. With all of this, who is going to believe the IEA?”

If we are going to debate “peak oil demand,” Anas argued, we must start with accurate numbers. And reality, as he laid out, tells a very different story.

Oil demand is higher — not lower

The most striking fact he brought to the table was where global demand sits today.

“Current world demand for oil is 107 million barrels a day.”

That figure sits eight million barrels above 2019 levels, despite rapid growth in electric vehicle sales. And here is where the assumptions collide with the data.

“Right now we have about 55 million EVs… 35 million are in China. The replacement in terms of oil is only 1.3 million barrels a day. That’s it.”

EVs are increasing, yes — but the global vehicle fleet is expanding even faster, and so is mobility demand. A century’s worth of built energy systems does not pivot overnight.

Hybrids now dominate

This brought Anas to the point that may surprise the most people.

“The trend right now is very clear. We are going hybrid. Hybrid. The electric story is over.”

He emphasized that this is not ideological — it is practical. Hybrids outperform EVs on cost, convenience and grid impacts, and consumers are voting with their wallets.

“Hybrid sales have been going through the roof. And this is going to continue… The media reports EV sales all the time. But what matters is the number of EVs on the road.”

This distinction matters. Monthly sales data can create a false sense of momentum. What counts for emissions, infrastructure planning and oil displacement is the stock of vehicles actually in use.

Three ‘scams’ in EV sales reporting

Anas went further, arguing that even sales data does not always reflect real-world adoption. He described what he called three “scams” that inflate EV sales figures globally. He shared one example on air:

“There are many tens of thousands of them in parking lots that are not being sold… A manufacturer calls an official, says: I have 2,000 cars. I will sell them to you. You issue the license plates, you issue the insurance, you get all the subsidies, we split it. But the cars are still in the parking lot.”

On paper, these are “sales.” In reality, they are inventory.

The broader point is that EV market statistics need scrutiny — and policymakers who rely on headline numbers may be basing major decisions on flawed data.

Why Canada still needs another pipeline

We then turned to Canada’s current debates about pipelines and whether the country still needs more tidewater access. Anas answered without hesitation.

“I can tell you without any reservation, we do need another pipeline, another Canadian pipeline to tidewater.”

His rationale was blunt.

“Energy demand globally is increasing at a very high rate in a way that we have never seen before.”

For Canada, this is about competitiveness. Without access to global markets, Canadian oil is priced at a discount — a problem solved only by pipelines reaching the coast.

On LNG: “Canada should go at full speed”

Anas was even more emphatic when discussing natural gas.

“That’s where Canada basically should go at full speed.”

He criticized the idea of a long-term LNG surplus.

“All those ideas about a surplus in LNG… it is nonsense.”

Asian LNG demand is projected to grow sharply, and Canada’s low-emissions LNG — powered by hydro — gives the country a unique competitive advantage.

Why voices like Anas matter

What I value most about conversations like this is the grounding they give us. In energy, narratives and evidence are drifting apart. You may not agree with every assertion, but you can’t dismiss the data. Whether discussing EVs, oil demand, LNG or Canada’s infrastructure, Anas reminds us that aspirations only matter when they intersect with reality.

This episode of Power Struggle is exactly the kind of dialogue we need: sober, data-based, and challenging enough to re-examine assumptions.

You can listen to the full conversation wherever you get your podcasts. If it unsettles a few comfortable stories — that’s the point.

Watch the video on Power Struggle 

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Alberta

What are the odds of a pipeline through the American Pacific Northwest

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From Resource Works

By

Can we please just get on with building one through British Columbia instead?

Alberta Premier Danielle Smith is signalling she will look south if Canada cannot move quickly on a new pipeline, saying she is open to shipping oil to the Pacific via the U.S. Pacific Northwest. In a year-end interview, Smith said her “first preference” is still a new West Coast pipeline through northern British Columbia, but she is willing to look across the border if progress stalls.

“Anytime you can get to the West Coast it opens up markets to get to Asia,” she said. Smith also said her focus is building along “existing rights of way,” pointing to the shelved Northern Gateway corridor, and she said she would like a proposal submitted by May 2026.

Deadlines and strings attached

The timing matters because Ottawa and Edmonton have already signed a memorandum of understanding that backs a privately financed bitumen pipeline to a British Columbia port and sends it to the new Major Projects Office. The agreement envisages at least one million barrels a day and sets out a plan for Alberta to file an application by July 1, 2026, while governments aim to finish approvals within two years.

The bargain comes with strings. The MOU links the pipeline to the Pathways carbon capture network, and commits Alberta to strengthen its TIER system so the effective carbon credit price rises to at least 130 dollars a tonne, with details to be settled by April 1, 2026.

Shifting logistics

If Smith is floating an American outlet, it is partly because Pacific Northwest ports are already drawing Canadian exporters. Nutrien’s plan for a $1-billion terminal at Washington State’s Port of Longview highlighted how trade logistics can shift when proponents find receptive permitting lanes.

But the political terrain in Washington and Oregon is unforgiving for fossil fuel projects, even for natural gas. In 2023, federal regulators approved TC Energy’s GTN Xpress expansion over protests from environmental groups and senior officials in West Coast states, with opponents warning about safety and wildfire risk. The project would add about 150 million cubic feet per day of capacity.

A record of resistance

That decision sits inside a longer record of resistance. The anti-development activist website “DeSmog” eagerly estimated that more than 70 percent of proposed coal, oil, and gas projects in the Pacific Northwest since 2012 were defeated, often after sustained local organizing and legal challenges.

Even when a project clears regulators, economics can still kill it. Gas Outlook reported that GTN later said the expansion was “financially not viable” unless it could obtain rolled-in rates to spread costs onto other utilities, a request regulators rejected when they approved construction.

Policy direction is tightening too. Washington’s climate framework targets cutting climate pollution 95 percent by 2050, alongside “clean” transport, buildings, and power measures that push electrification. Recent state actions described by MRSC summaries and NRDC notes reinforce that direction, including moves to help utilities plan a transition away from gas.

Oregon is moving in the same direction. Gov. Tina Kotek issued an executive order directing agencies to move faster on clean energy permitting and grid connections, tied to targets of cutting emissions 50 percent by 2035 and 90 percent by 2050, the Capital Chronicle reported.

For Smith, the U.S. corridor talk may be leverage, but it also underscores a risk, the alternative could be tougher than the Canadian fight she is already waging. The surest way to snuff out speculation is to make it unnecessary by advancing a Canadian project now that the political deal is signed. As Resource Works argued after the MOU, the remaining uncertainty sits with private industry and whether it will finally build, rather than keep testing hypothetical routes.

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