US Policy Changes Vol.5 (Energy Vol.1)

Here are articles on energy. Excerpts are on our own.

Trump presidency bullish long term for oil and gas, energy CEO says (w Video; 11/10/2016) | @MFoxCNBC (@johnwschoen)
… “We haven’t seen a decline in drilling in this country because of EPA regulations. We’ve seen a decline in drilling in this country because of two years of low prices,” @WarwickEnergy said. …

Trump Can’t Stop the Energy Revolution (11/9/2016) | @chrismbryant @Bfly
see an interactive graph ofelectricity generation by fuel

@CVEPLLC’s Book (@CSISEnergy) talks energy winners and losers, future of power plan (w Video & Transcript; 11/10/2016) | @MonicaTrauzzi ‏@EENewsUpdates
… the fossil energy value chain is the clear winner, from extraction to the midstream especially, but also downstream processing …
… Seas will rise no matter who’s in the White House if they’re rising for scientific reasons, and that discussion doesn’t go away just because a regulatory agenda shifts. On the other hand, the conservative climate movement, which has reared its head a couple of different times, hasn’t been incredibly successful because it needs a catalyst. …
… MSHA inspections interrupting profitable, continuous operation in underground mines — that could change. Guidance — conductivity guidance, and for that matter the stream protection rule, probably …

Trump choosing leaders to roll back environmental, energy policies: Fracking billionaire Howard Hamm, venture capitalist Robert Grady tipped for key energy file (11/14/2016) | @AP @CBCBusiness
…considering an oil billionaire and a North Dakota lawmaker for top posts…
Trump also is targeting recent Obama administration efforts to reduce air and water pollution that have been opposed by Republicans and industries that profit from the extraction and burning of fossil fuels, including a rule to protect small streams and wetlands and ozone regulations designed to cut down on smog.
Harold Hamm… Kevin Cramer… Robert Grady…

Where Donald Trump Will Make An Immediate Impact On The Energy Sector (11/14/2016) | @RRapier @Forbes
…there is one area where Trump is likely to have an immediate impact. That is in the midstream oil and gas business. Midstream businesses are those that move oil and gas from the site of production to processing plants, storage facilities, and end customers. Midstream consists largely of the oil and gas pipelines that crisscross underneath North America.
…Energy Transfer Partners…

What a Trump Presidency Might Mean for Your Electric Bill (11/15/2016) | @BobStump @NRO
…To vastly simplify: Solar power has decreased in price and, in some marketplaces, has proven cheaper than fossil fuels. … Renewable-energy tax breaks, the source of relatively broad bipartisan support, will likely survive until the date of their scheduled phase-out, in 2020. …
Trump has emphasized the pressing need for infrastructure investments, and modernizing the nation’s power grid to accommodate electricity generated at homes and businesses (“distributed energy”)… the Trump administration should refrain from the federal regulatory micromanagement that might hinder them.
Repeal can occur through a voluntary remand to the D.C. Circuit Court or the issuance of new rules. …would involve congressional action precluding the regulation of CO2 via the Clean Air Act by redefining what constitutes a pollutant.
… Altering power plants’ new-source pollution rules is a likely quiver in President Trump’s arsenal of options for boosting coal. …

Keep Arctic Alaska In Play For America’s Economic, Energy Security (11/11/2016) | @Mark_J_Perry @AEI ‏@IBDinvestors
… Through an otherwise obscure federal offshore leasing program, which is reviewed every five years by the U.S. Interior Department, the Obama Administration may slam the door shut on opportunities to produce American energy in Alaska’s offshore waters. …
The Alaskan Beaufort and Chukchi seas are estimated to hold nearly 24 billion — yes, billion — barrels of oil and more than 104 trillion cubic feet of natural gas. That’s enough to meet oil demand for a state like California for 38 years and natural gas demand for 45 years. …
… Alaskan offshore energy resources would generate $193 billion in federal government revenues over a 50-year period and would support nearly 55,000 jobs nationwide. The leases themselves will generate $97 billion in federal revenue…

Trump’s New Old Energy Order (11/9/2016) | @liamdenning (@markgongloff) @Bfly
Oil and gas
…could actually be bearish for oil prices.
…Exploration and production companies… Pipeline companies… Refiners…
…may not necessarily fill Riyadh with unalloyed confidence. …
… Rolling back sanctions could potentially reopen Russia to Exxon…
Utilities
…that could support the sector as investors stick with high dividend payers. …
… Any policy restraining those new entrants and prolonging the life of existing power plants will boost utilities’ bottom lines.
Renewables and … coal
…@TeslaMotors…@solarcity…

The Voters Who Gave Trump the White House (11/9/2016) | @AP @bpolitics (@DavidIngold,@BlackiLi,@mhkeller,@_jsdiamond,@hannah_recht,@aubergene)

What Just Happened in Solar Is a Bigger Deal Than Oil Exports-The impact: $73 billion in new investment in the U.S (12/17/2016) | @tsrandall @BloombergNRG

Trump Can’t Make Coal And Fracking Great Again (5/28/2016) | @liamdenning (@markgongloff) @Bfly

Clinton, Trump Both Support Nuclear Energy (10/19/2016) | @NEI

What a Trump presidency means for U.S. and global climate policy (11/9/2016) | @natehultman @BrookingsInst