Energy Policy Perspectives Vol. 15 - March 12, 2026 The Trump administration is pursuing multiple policy initiatives to prevent a major spike in crude oil prices, which peaked Monday at nearly $120/bbl, following the disruption of shipping through the Strait of Hormuz, which handles roughly 20% of the global oil trade.  To soften the supply shock, the administration’s focus is on preventing the shutdown of shipping of crude oil through the Strait of Hormuz and preventing phys

Energy Policy Perspectives Vol. 14 - March 6, 2026 The Trump administration released the Ratepayer Protection Pledge Proclamation on March 4th. The voluntary agreement signed by Google, Microsoft, Amazon, Meta, Oracle, OpenAI, and xAI aims to prevent the expansion of AI data centers from increasing residential and small commercial electricity bills. The Pledge “requires” participating companies to cover the full cost of the incremental generation and grid infrastructure for t

Energy Policy Perspectives Vol. 13 - February 23, 2026 Earlier this month, President Trump issued a new Executive Order (EO): “ Strengthening United States National Defense with America’s Beautiful Clean Coal Power Generation Fleet ”.  We believe this EO will indeed temporarily slow coal retirements and preserve dispatchable capacity during this period of rapid load growth and infrastructure constraints by providing financial support to many coal plants, some of which had bee