4. Lightning round: nuclear, LNG, shale, EVs
Nuclear: Morning Consult writes, "Green New Deal sponsor Alexandria Ocasio-Cortez still has an 'open mind' on nuclear energy and differentiates between the decades-old plants in the United States and more advanced technologies under development."
- Quick take: One more of my political takeaways I didn't mention above is that a firm "100% renewables" stance is not carrying the day, for now, as even key progressives' policy postures leave room for a broader tech mix.
LNG: "The Oregon Department of Environmental Quality on Monday denied a water quality certification for the proposed Jordan Cove liquefied natural gas (LNG) export terminal and its feeder pipeline, the Pacific Connector pipeline, though the agency left the door open for the company to reapply," The Oregonian reports.
- The intrigue: State officials denied the project using their considerable authority under Section 401 of the federal Clean Water Act. Trump recently issued an executive order aimed in part at trying to curb states' ability to block energy projects using that section.
Shale: Per Reuters, "Pioneer Natural Resources Co. beat Wall Street estimates for quarterly profit on Monday, and said it sold its Eagle Ford and remaining assets in South Texas to become a pure-play Permian basin producer."
EVs: Via Bloomberg, "With China bent on dominating the future of electric vehicles, President Donald Trump is likely to erect trade barriers targeting that technology in the form of stiff new tariffs that will have staying power, according to a consultant on the country’s auto market."