Permitting Power - Gridlocked or Greenlit: How U.S. Policy Is Redrawing the Energy Map - Quarter 1 2025
Case for tracking:
In early 2025, U.S. energy policy underwent a sharp shift under the Trump administration, with a strong push to increase oil, gas, and fossil fuel production. Key moves include declaring a national energy emergency, pausing wind energy permits, and reversing many of Biden’s climate-focused rules. These changes are reshaping not only America’s energy landscape but also affecting global energy markets, primarily as the LNG demand throughout the globe.
With Europe, India, and China also adjusting their strategies, tracking U.S. energy policy is critical – it’s now at the heart of both climate debates and the infrastructure powering the AI boom. “Drill baby, drill” is the motto adopted by the new government of the USA, putting the USA first rather than focusing on the collective future. LNG has become the main source of energy and the key export. While Q4 2024 focused on regulatory groundwork and pilot announcements, Q1 2025 has marked the start of major project approvals, infrastructure build-outs, and policy tightening.