Generic Hero BannerGeneric Hero Banner
Latest Market News

US clean energy sector touts 'red' state ties

  • Spanish Market: Coal, Electricity, Emissions, Natural gas
  • 16/10/25

Wind and solar developers are touting investments in Republican-led states and their support for President Donald Trump's "energy dominance" policies, as they look for ways to end attacks on their industry.

The clean energy sector is reeling from new obstacles that Trump rolled out after signing a tax law in July phasing out most of the industry's tax credits. Those obstacles include time-consuming permitting rules for wind and solar, the cancellation of $7bn in solar grants, construction delays for offshore wind, and a reshuffled permitting process for the largest proposed solar project in the US.

The unrelenting attacks on the sector have disappointed industry officials, who were optimistic about their prospects under Trump even without tax credits. Clean energy officials say their billions of dollars of investments in domestic manufacturing and energy production align with Trump's "energy dominance" agenda. And they say they can meet surging power demand for artificial intelligence years earlier than competing gas projects, which are facing supply chain delays.

"Big picture, our industry is completely aligned with the broad [energy] goals of the administration," American Clean Power Association chief executive Jason Grumet said on Wednesday. "And then we get our feelings hurt, because it seems like there's a sense that these resources — which are the fastest growing resources in the supply chain — are just ignored or disfavored."

Industry officials are hoping to move support in favor of renewables by focusing on the benefits their projects could bring to voters, such as reducing energy costs, the reshoring of manufacturing facilities and creating jobs. And they are hoping to tailor their message to Republicans that have been more skeptical about wind and solar.

"We haven't done a good enough job to really illustrate, you know, how these jobs are being created in the red states," offshore renewable trade group Oceantic Network chief executive Liz Burdock said last month during National Clean Energy Week.

Clean energy groups ran a version of the same campaign earlier this year, as Republicans were deciding whether to cut many of the industry's tax credits in the Inflation Reduction Act. Industry officials lobbying on the law noted that most of the tax credits were flowing to "red" districts, but Republicans repealed most of them anyway. As wind and solar developers shift to confronting permitting obstacles created under Trump, they are doubling down on their messaging.

"We would love to work more with the administration to show them that this is really meaningful for people in so many states, particularly red ones," solar manufacturer Array Technologies chief commercial officer Jessica Lawrence-Vaca said on Wednesday.

Their efforts so far appear to be finding limited traction. Trump has continued to regularly disparage wind and solar, calling wind turbines "pathetic" and green energy a "scam" in a speech to the UN General Assembly last month. The US Interior Department has halted permitting of clean energy projects during the government shutdown, while continuing to work on oil and gas. US energy secretary Chris Wright is frequently critical of wind and solar, which he has cast as unreliable and costly.

"There is massive and growing opposition across the country to wind power," Wright said last month.

Industry officials say they are focusing on getting the message out that the administration is not just blocking wind and solar on federal lands, but also using federal permitting as a way to impede clean energy on private lands. Grumet, of the American Clean Power Association, estimates half of clean energy projects in the pipeline might need some federal approval even if they are largely on private lands.

"People don't believe us, because no one really believes that the administration would stop private companies from building things on private land," Grumet said.


Related news posts

Argus illuminates the markets by putting a lens on the areas that matter most to you. The market news and commentary we publish reveals vital insights that enable you to make stronger, well-informed decisions. Explore a selection of news stories related to this one.

18/11/25

Thai aviation authority, airlines to collaborate on SAF

Thai aviation authority, airlines to collaborate on SAF

Singapore, 18 November (Argus) — The Civil Aviation Authority of Thailand (CAAT) and eight Thai airlines have signed a memorandum of understanding (MoU) on 17 November to promote sustainable aviation fuel (SAF) use in the country. The airlines are Thai Airways, Bangkok Airways, K-Mile Air, Nok Air, Thai AirAsia, Thai AirAsia X, Thai Lion Air, and Thai Vietjet Air. The Thai energy ministry's Department of Alternative Energy Development and Efficiency (Dede) has set a target of minimum 1pc SAF use by 2026, to rise to 1-2pc over 2027-29, 3-5pc over 2030-32, and 5-8pc over 2033-37. These targets are still in place, Dede confirmed to Argus today. Airlines can decide whether to supply SAF to domestic and/or international flights. SAF produced via the hydrotreated esters and fatty acids (HEFA) pathway will likely fulfil targets over 2026-29, while a mix of HEFA SAF and SAF produced via the alcohol-to-jet pathway is expected to fulfil targets from 2030 onwards, Dede added. The MoU signing also emphasised the Thai aviation sector's commitment to supporting key measures from the International Civil Aviation Organization (ICAO), including the Carbon Offsetting and Reduction Scheme for International Aviation (Corsia), which Thailand participates in. The MoU will support ICAO's long-term global aspirational goal of achieving net-zero carbon emissions in international aviation by 2050. But CAAT recognises the challenges posed by high SAF prices, and is considering a "voluntary cost-segregation approach for international routes", expected to begin in 2026. More details were not provided, but the approach will demonstrate costs associated with reducing and offsetting carbon emissions in the country's aviation sector. CAAT will also "monitor transparency and ensure compliance with international regulations", it said. The MoU signing was also witnessed by other agencies including Dede, the Department of Energy Business, Office of Transport and Traffic Policy and Planning, Airports of Thailand, and Bangkok Aviation Fuel Services. Thai refiner PTT and SAF producer Bangchak were also present. By Sarah Giam Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Tokyo Gas sells Louisiana gas interest to Grayrock


18/11/25
18/11/25

Tokyo Gas sells Louisiana gas interest to Grayrock

Tokyo, 18 November (Argus) — Japan's gas distributor Tokyo Gas's US subsidiary TG Natural Resources (TGNR) sold its gas exploration and production business in Louisiana to Texas based E&P firm Grayrock Energy. Tokyo Gas said on 17 November that it signed an agreement to sell TGNR's subsidiary called TGNR TVL to Grayrock Energy on 14 November. TGNR TVL is a gas field interest in Louisiana which was acquired from US natural gas producer Range Resources in August 2020. The divestment is part of a portfolio review aimed at improving asset efficiency, Tokyo Gas said. Grayrock paid $255mn to acquire the Louisiana gas asset and transaction is planned to complete on 31 December 2025. Tokyo Gas sold 25pc stake of another subsidiary in Texas to Japanese gas distributor Shizuoka Gas in February. It explained the reason of the sale to also be a part of a review of its portfolio aimed at improving asset efficiency. Tokyo Gas plans to focus on the business of its assets in east Texas and north Louisiana . By Reina Maeda Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Delegates aim for text on off-agenda items: Update


17/11/25
17/11/25

Cop: Delegates aim for text on off-agenda items: Update

Adds detail on negotiations Belem, 17 November (Argus) — Delegates at the UN Cop 30 climate summit are discussing a text that would address the four items left off the summit's main agenda, Cop 30 president Andre Correa do Lago said. The possibility was presented right after the first plenary on Monday, he told reporters today. The text could include themes key to Cop 30, such as adaptation and a just energy transition, as they are closely linked to the issues left to be discussed outside of the agenda. "We are going to try our hardest to bring forward the results of Cop 30 as much as possible in two packages", he said. The first would deal with the items left off the agenda — unilateral trade measures, climate finance and countries' climate plans and emissions reporting. This would probably come by "the middle of the week", while the second will be left for Friday, he added. Negotiators were "impressively behind" the idea, he said. But the presidency stressed that the packages were just a suggestion. The four items are often points of contention among the nearly 200 countries attending Cop 30. Parties will work overnight to try and progress decisions on ongoing work streams in the agenda, as well as the four topics under the informal presidency consultancy. The latter were discussed during a closed-door 'mutirao' — meaning collective mobilisation — meeting today. The presidency said that these four topics are strongly linked to the workstreams on the official agenda, and suggested that having separate talks could push parties to a decision on these long-standing, often controversial, issues. Cop 30 chief executive Ana Toni made it clear that the text on the four 'off-agenda' items will not be a cover decision. "Usually, cover decisions encompass several topics," she said. "In this case, it would be a decision related to those four topics... only." A first draft is expected on Tuesday 18 November, she said. Delegations have reached the second week of the climate talks in Belem, Brazil. Discussions are moving from the technical stage to the political phase, as countries' ministers join the conference. By Lucas Parolin and Caroline Varin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Brazil consults on industry decarbonization


17/11/25
17/11/25

Cop: Brazil consults on industry decarbonization

Belem, 17 November (Argus) — Brazil's vice-president and trade minister Geraldo Alckmin launched a public consultation on the country's national industry decarbonization strategy (Endi) during the UN Cop 30 climate summit in Belem. Endi's goal is to align industry decarbonization with sustainable economic development through four pillars: training workers and promoting technological innovation; replacing fossil-based feedstocks energy sources with sustainable alternatives; driving demand for low-carbon products; and creating credit tools, tax incentives and trade defense mechanisms. Brazil's industry association CNI signed a letter of intent during the launch aimed at supporting Brazil in reaching its goals of achieving net-zero by 2050. Its nationally determined contribution envisions a 67pc cut in greenhouse gas emissions by 2035 compared with 2005 levels. The public call will run through 17 January. Participants can make comments here . By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Commitments fall short of methane cuts needed


17/11/25
17/11/25

Cop: Commitments fall short of methane cuts needed

London, 17 November (Argus) — Commitments made by countries would lead to an 8pc cut in emissions of the greenhouse gas methane by 2030, falling well short of a 30pc reduction target, but current legislation would see methane emissions continue to rise, according to a report from the UN environment programme (UNEP). The global methane pledge (GMP), established in 2021 at the UN Cop 26 summit, commits its 159 signatory countries to cut methane emissions by 30pc from 2020 levels by 2030. Methane emissions have contributed to 30pc of the increase in global temperatures since the industrial revolution, according to energy watchdog the IEA. But pledges made by governments in their nationally determined contribution (NDC) or methane action plan (MAP) roadmaps — documents outlining their efforts to reduce emissions in the context of international climate efforts — would lead to a fall in methane emissions to 310mn t in 2030, down by 8pc from 352mn t in 2020. But this refers only to pledges or plans, rather than actual legislation in force. Under current legislation, methane emissions are set to continue rising, reaching 369mn t in 2030, 5pc above 2020. But this is a fall from expected growth to 383mn/t in 2030 when the GMP was established. Some countries have identified emissions-reducing actions in their NDCs. But specific policies or timelines are often missing, UNEP said. And only "a handful" of countries have adopted comprehensive targets in line with the 2030 GMP goal, UNEP said. That said, the number of countries which included policies targeting methane in their NDC submissions had reached 127 as of June 2025, or 65pc of participants in the UN Cop climate summits, up from 92 countries in the previous round of NDCs in 2020. The fossil fuel sector offers potential for rapid emissions cuts, with 72pc of cuts expected from current legislation out to 2030 concentrated in the sector. And innovative voluntary methane abatement initiatives have proliferated since the establishment of the GMP, UNEP said. But policy development, country participation and implementation all fall short. Delivering the GMP pledge would require a nine-fold increase in financing over 2022 levels, UNEP said. But access to capital is not always the main barrier. Inadequate policy incentives, data availability, and institutional capacity must often be tackled at the same time. The [gap in ambition](https://direct.argusmedia.com/newsandanalysis/article/27492940 between NDCs and the efforts needed to limit global warming to well below 2°C above pre-industrial levels, in line with the 2015 Paris Agreement, is one of the themes of the Cop 30 summit currently underway in Belem, Brazil. By Rhys Talbot Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Generic Hero Banner

Business intelligence reports

Get concise, trustworthy and unbiased analysis of the latest trends and developments in oil and energy markets. These reports are specially created for decision makers who don’t have time to track markets day-by-day, minute-by-minute.

Learn more