Publishing on events in the energy markets as they relate to California.
California
Joined July 2025
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This article repeats the idea that oil wells were drilled near poor people’s neighborhoods. The oil wells were there before people moved into those neighborhoods. The reason it was cheap to do so is because they’re near oil wells, not racism.
Los Angeles approves ban on oil production after years-long fight latimes.com/environment/stor…
California Energy Report retweeted
California utility grid reliabilty faces questions as state phases out natural gas plants trib.al/X1DSUrl
California Energy Report retweeted
Fun fact: Half of all U.S. power capacity added since 2020 or in the pipeline is located in just 116 counties.
There are 1,627 counties with anything in them at all.
California Energy Report retweeted
We need to start measuring publicly funded California infrastructure grifts in units of kiloPorsches, where one kiloPorsche is equivalent to enough waste that the contracting body (typically some government agency) could have instead purchased 1000 Porsches, and instead the contractor and/or their consultants, if they ran the grift efficiently, could purchase 1000 Porsches with public money.
This project is 30 kiloPorsches.
California's state budget is between 300 and 1500 kiloPorsches.
It's a big club and you're not in it.
CA crude stocks have hit the lowest level seen since records started being kept by the California Energy Commission in 2005. There was a dip earlier in the year likely because two refineries closed down meaning less crude stocks were needed but this low seems new and maybe troubling.
AOL: California Driver Fills Up His Truck, Then Finds His Gas Tank Was Drilled Open
aol.com/articles/california-…
LA Times: Your last-minute guide to California governor candidates’ views on gas prices, EVs and high-speed rail
latimes.com/california/story…
Bureau of Land Management press release: BLM Strengthens U.S. Energy Security with Successful California Geothermal Lease Sale
blm.gov/press-release/blm-st…
California Energy Report retweeted
California’s electricity ⚡️ prices began skyrocketing 🚀 before power hungry data centers began arriving on the scene.
California Energy Report retweeted
At @TerraformIndies we're often asked how, as a tiny start up in California, did we manage to build the cheapest utility scale solar array in North America? I asked @buildmattw to write a post on how he did it.
terraformindustries.wordpres…
EnergyNow.com: Trump’s Push for New Offshore Drilling Off California Faces Growing Opposition
energynow.com/2026/06/trumps…
The Energy Institute at HAAS: Big Oil’s Billion Dollar California Oopsie
(This article fails to take into consideration regulation (RVO + LCFS + CCA) adjusted cracks which make refining out of state more profitable than in California.)
energyathaas.wordpress.com/2…
LA Times: Ideal vs real: Newsom on climate
latimes.com/environment/stor…
LA Times: Drill, baby, or state loses coastal control?
latimes.com/environment/stor…
CalMatters: California’s carbon market changed this year, and the next governor will inherit the fallout
(There's this thing about CA leaders where they talk about being "leaders" in climate policy. I'm not sure what is meant by this unless it means making it uneconomical to produce goods around the rest of the country using any regulations other than Californian ones because it is too much trouble to have two production lines. But that isn't really "leadership", it's more similar coercion, of the Trumpian kind.)
calmatters.org/environment/c…
CalMatters: Californians’ support for cutting carbon emissions wanes as new climate warnings arrive
calmatters.org/commentary/20…
From Jan-Jun 2026 South Korean jet fuel exports accounted for 64.2% of total California jet fuel imports. (From May the majority comes from the USGC with So Korea supplying nearly all the rest.)
Bloomberg: PG&E Weighs Gas Unit Separation Over California Fire Rules
bloomberg.com/news/articles/…
