Writer, podcaster, miner of absurdities. 8th gen Texan. Contributor at the @DailyCaller, other publications. Post suggested absurdities on my timeline.
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🚨Today’s Big Energy Stories - 10.26.2026: Oil Price Fear Premium, Nat Gas Power Gen, Fuel for Nukes and more!
Energy security isn't a press release. It's barrels in a tank, gas turbines on a pad, and fuel assemblies in a warehouse - and the world is scrambling for all three.
My latest Energy Additions round up covers the day's big stories:
🛢️ Oil: Brent is at $114.57 even after Monday's dip. Houthi missiles hit Aramco's Dhahran HQ and keep hitting Saudi targets, and one fund manager says geopolitics adds "about $20 a barrel." Saudi Arabia is now planning to store crude in Singapore. The biggest exporter on earth is moving barrels closer to customers because the Gulf route can't be taken for granted.
⛽ SPR: Down to 282.7 million barrels - the lowest since 1982 and roughly a third drained since the Iran war began. DOE's exchange to Phillips 66 Lake Charles is the right way to use it: a loan with premium barrels returned, not a pump-price gimmick. Rebuilding it has to be a priority once the war ends.
⚡ Gas power: NextEra - the face of wind and solar for two decades - just signed on for 16.5 GW of gas-fired "federal hub" projects. LS Power says a 1 GW gas plant now costs north of $3 billion, double what it did six or seven years ago. Data centers go up in a year or two. Firm power takes four to six.
☢️ Nuclear: Westinghouse is investing $1 billion in a South Carolina LEU+ fuel factory, the first fleet-scale fuel plant built in America in 50+ years. Good news for the long haul. The caveat: it won't operate until 2030.
The bottom line: there is no energy transition underway. What's underway is a scramble to add more of everything - storage, gas, nuclear fuel - and the sooner we build it, the sooner price relief arrives.
Link to full story in the next post.
⚡️David Blackmon⚡️ retweeted
The same TSE court built up by USAID in 2022 just stacked the 2026 vote for Lula
Lula beats Bolsonaro in Brazil presidential election after judge extends voting by two hours justthenews.com/politics-pol…
If you like this content - or even if you detest it with the heat of a thousand suns - you can read more like it every damn day of the week at my Substack, David Blackmon's Energy Additions: blackmon.substack.com
Robert Reich has always been a communist. So it's no surprise that what he's proposing here is, well, communism.
⚡️David Blackmon⚡️ retweeted
Elon Musk becomes deeply moved, and deadly serious, when Bret Baier asks him why he called Sen. Mark Kelly a "Traitor" for pushing to send more US aid and weapons to Ukraine.
Watch every second of his response.
"We should have empathy for the thousands of people dying everyday in the trenches. For no movement in the lines. For the past two years thousands of people have died every week for nothing."
"I take great offense at those who put the appearance of goodness over the reality of it. Those who virtue signal and say we can't give into Russia, but have no solution to stopping thousands of kids dying every day."
"I have contempt for such people and I want to make that clear. Because they're virtue signaling and their lack of a solution means that kids don't have a father. It means parents lost a son. For what? Nothing."
My God. Imagine what this version of the NFL would have done to Earl Campbell. He put harder hits on linebackers and DBs half a dozen times every week.
CAM SKATTEBO GOT PENALIZED FOR RUNNING OVER A DEFENDER.
WHAT THE HELL HAPPENED TO THE #NFL WE ALL GREW UP LOVING AND WATCHING???
😳😳😳
For fellow Longhorns fans:
Since 2024...
In games where the SEC official is not Daniel Gautreaux, Texas averages 6.9 penalties.
In games where the SEC official is Daniel Gautreaux, Texas averages 11 penalties.
It is no accident that Mr. Gautreaux was the referee in last night's game, when the Longhorns were called for 14 penalties for 134 yards.
No accident at all.
What does the decision by @qatarenergy to hedge into the US #LNG market with @Cheniere really mean? My new piece at @Forbes has all the details. Enjoy.
Qatar Buys U.S. LNG Amid An 11-To-1 Price Gap via @forbes forbes.com/sites/davidblackm…
⚡️David Blackmon⚡️ retweeted
Unreal…
Elon: Don’t use Starlink to kill people.
Zelensky: I used Starlink to kill people.
Legacy Media: Elon is a monster for stopping Zelensky from using Starlink to kill people.
Democrats: We must investigate Elon for stopping Zelensky from using Starlink to kill people.
This should be required reading at the dinner table of every household in America, Ukraine, Russia, the UK, and the EU.
Correct.
Using Starlink, a civilian commercial service, for offensive drone strikes to kill people has never been allowed, nor should it be.
Starshield, a different system, is controlled by the US government. What they decide to do is up to them.
Ukraine military violated Starlink terms of service and used it for offensive drone strikes to kill people. That loophole was closed last week.
Starlink remains critical to the defense of Ukraine, as it is the only system that cannot be jammed or blown up, at least for now. Were Starlink to be turned off, the Ukrainian front line would collapse immediately. This is NOT a threat, it is simply a statement of fact.
Starlink was also crucial to preventing Russia from overrunning Ukraine in the early days of the war, as all other means of communication were destroyed or jammed by Russia.
SpaceX has done more to defend Ukraine than any private company on Earth BY FAR.
That said, I have nothing but UTTER CONTEMPT for the virtue-signaling evil warmongers who push for endless slaughter and offer no realistic solution to the conflict. May you burn in hell.
End of story.
I'm also using a Grok Bot and find it incredibly helpful for fact-checking, research and making me generally more productive. It is a fantastic tool when used for the right things.
Stuart Varney: What is this Grok @Bot? You use it.
Phil Rosen: I am using it.
@Varneyco: Who puts it out? What does it do?
Rosen: This is @elonmusk’s frontier lab. I will share personally, I was on Claude for the last year or so, and I would use Claude, ChatGPT, and a little bit of Muse in the last few weeks. Since I started to use Grok Bot this month, I have essentially cut all my other AI tools.
Varney: What's so good about it?
@philrosenn: It's essentially your own staff of AI agents. You can have a chief of staff agent managing your other AI agents, which, again, I get it, sounds a little ridiculous, and I tell my friends and my parents this and they don't understand, and I have to walk them through it on a Zoom call. I use Grok Bot for a lot of content creation now. I use it for some fact-checking stuff, some editing, research. I use it for helping me with my calendar.
Important information here from @RCPolitics and @CarlCannon that everyone should read:
Why RealClearPolitics Didn't Fall for the Fake Polls realclearpolitics.com/articl…
Excellent input, Derrick - thanks.
Guyana, Brazil pre-salt, Permian, Vaca Muerta — the Western Hemisphere is the one big supply cushion sitting entirely outside Hormuz. It won't stop a spike, but it's why the forward curve fades $116 back toward the $80s over time. The marginal barrel increasingly ships from the Atlantic basin, not the Gulf.
Reminder: This is only funny because at first you think it just might be true.
NFL To Paint 'Allahu Akbar' In Endzone For Game In Paris buff.ly/7id3J1G
⚡️David Blackmon⚡️ retweeted
Geopolitical Stability (ie PEACE) is driven by having a reliable supply and resource of oil & gas (fossil fuels). The Iran “conflict” has re-set the global map. 🇺🇸
🚨The Western Hemisphere is quietly building the world's most important oil supply cushion.
New projections from Wood Mackenzie, reported by the Financial Times and flagged by Jack Prandelli, show six Western Hemisphere producers adding roughly 2.6 million barrels per day of new oil production by 2030.
Here's the breakdown:
• United States: the biggest contributor, adding about 900,000 b/d. The shale patch keeps delivering, year after year, no matter how many times it's written off.
• Guyana: the fastest grower, with output up about 74%. A decade ago, Guyana produced no oil at all. Today, it is one of the great success stories in the global industry.
• Suriname: going from near zero to about 200,000 b/d, riding the same geology that made Guyana a star.
• Argentina: Vaca Muerta is finally living up to its promise as one of the world's great shale plays.
• Canada: Alberta's oil sands remain a steady, long-life source of supply.
• Brazil: its deepwater offshore keeps adding barrels.
Why does this matter right now? Because the war with Iran and the constant threat to shipping through the Strait of Hormuz have reminded everyone how much risk is baked into Middle East supply.
Every barrel produced in this hemisphere is a barrel that never has to pass through that chokepoint.
That makes these non-Hormuz barrels more valuable by the day, both to refiners and to the nations that depend on reliable energy.
The lesson here is simple: energy security comes from producing more oil and gas, not less. The countries that open their resources to development - and the companies willing to invest in them - are the ones keeping the world supplied while the Middle East burns.
More on this in today's Energy Additions - Link in the next post.
⚡️David Blackmon⚡️ retweeted
Bragging that 30% of new car sales are EVs in Indonesia?
Meanwhile, nearly 70% of their electricity comes from COAL.
Congratulations. You're replacing gasoline-powered cars with coal-powered cars.
Not quite the environmental flex you think it is.
🚨The Western Hemisphere is quietly building the world's most important oil supply cushion.
New projections from Wood Mackenzie, reported by the Financial Times and flagged by Jack Prandelli, show six Western Hemisphere producers adding roughly 2.6 million barrels per day of new oil production by 2030.
Here's the breakdown:
• United States: the biggest contributor, adding about 900,000 b/d. The shale patch keeps delivering, year after year, no matter how many times it's written off.
• Guyana: the fastest grower, with output up about 74%. A decade ago, Guyana produced no oil at all. Today, it is one of the great success stories in the global industry.
• Suriname: going from near zero to about 200,000 b/d, riding the same geology that made Guyana a star.
• Argentina: Vaca Muerta is finally living up to its promise as one of the world's great shale plays.
• Canada: Alberta's oil sands remain a steady, long-life source of supply.
• Brazil: its deepwater offshore keeps adding barrels.
Why does this matter right now? Because the war with Iran and the constant threat to shipping through the Strait of Hormuz have reminded everyone how much risk is baked into Middle East supply.
Every barrel produced in this hemisphere is a barrel that never has to pass through that chokepoint.
That makes these non-Hormuz barrels more valuable by the day, both to refiners and to the nations that depend on reliable energy.
The lesson here is simple: energy security comes from producing more oil and gas, not less. The countries that open their resources to development - and the companies willing to invest in them - are the ones keeping the world supplied while the Middle East burns.
More on this in today's Energy Additions - Link in the next post.
Link to full story at my Substack, David Blackmon's Energy Additions: blackmon.substack.com/p/the-…