EXTRACTED: Daily News Clips 11/10/26

PIPELINE NEWS

• North Dakota Monitor: North Dakota landowners argue property rights dispute before US Supreme Court

• Law360: Justices Signal Support For Feds In Pipeline Payout Fight

• Pipeline & Gas Journal: 711-mile Rover pipeline: FERC approves $10-MM settlement over Tuscarawas River drilling

• TownLift: Summit County outlines pipeline review process amid growing public concerns

• Park Record: Summit County officials have little control over proposed pipeline, says attorney

• Reuters: Enbridge expresses interest in building pipeline for Canada’s Pathways carbon capture network

• Gasworld: Occidental lines up 2 mtpa CO2 for Permian Basin EOR

• Philadelphia Inquirer: Repaired pipeline resumes service as jet fuel cleanup continues in Upper Merion

• WHYY: Montco pipeline spill cleanup continues; officials say air monitors have not detected elevated levels of toxic pollution

• Engineering News-Record: Probe Blames Enbridge for Ohio Gas Line Blast That Destroyed Three Houses

WASHINGTON UPDATES

• Heatmap: Senate Permitting Deal Wins First Vote

• Axios: Senate advances bipartisan permitting bill in key test vote

• States Newsroom: Permitting overhaul advances in US Senate with tepid bipartisan support

• The Hill: Trump says he ‘will not approve wind turbines’ despite support for permitting reform bill

• Reuters: Senate advances energy permitting bill opposed by some Democrats, tribes

• TIME: Congress’s Permitting Bill Is a ‘Massive Giveaway’ to the AI Data Center Industry, Critics Warn

• Source NM: US Senate advances New Mexico US Sen. Heinrich’s controversial permit reform bill

• Politico: Former top appeals judge raises alarm about permitting bill’s effect on NEPA

• Center for Western Priorities: Senate votes to advance deeply flawed permitting bill that would lock in Trump’s assault on public lands

• Press Release: Schatz Statement On Bipartisan American Affordability And Jobs Act

• Press Release: Rep. Grijalva Statement Following Senate Vote on Permitting Reform Bill

• Heatmap: Why the Blue Tsunami Strengthened Permitting Reform

• Reuters: Democratic US senators see hope for permitting bill ahead of key Senate vote

• Bloomberg: Interior Seeks to End Environmental Review for Public Land Plans

• Politico: BLM aims to trim comment periods, shrink future protected land sizes

• Politico: MARKET DIGEST

STATE UPDATES

• Reuters: SpaceX plans $24 billion gas power plant, data center project in Texas

• WALA: Bucks-area neighbors question proposed natural gas plant, carbon capture facility

• New Orleans Public Radio: Entergy wants their land for Meta’s power lines. They’re suing the regulators approving them

• Louisiana Illuminator: Lawsuit challenges Landry-backed ‘lightning’ speed approval for data center power projects

• Politico: IN THE RED

• Politico: CARBON IN COURT

EXTRACTION

• Gas Outlook: The looming LNG bust

• CBC: Why Danielle Smith wants to give a subsidy to the oilpatch despite near-record profits

• Calgary Herald: ‘We don’t produce oil to employ people’: Alberta gaining jobs, but not in energy

• Financial Times: Anthropic strikes $3.4bn deal to generate gas-fired power for data centres

• Reuters: UAE city of Khor Fakkan shuts beach after detecting oil spill

OPINION

• The Hill: Democrats must not cede power via permitting bill that would fast-track data centers
  

PIPELINE NEWS

North Dakota Monitor: North Dakota landowners argue property rights dispute before US Supreme Court
Mary Steurer, 11/9/26

“A group of northwest North Dakota landowners urged U.S. Supreme Court justices Monday to find that they should be reimbursed for legal costs they paid in a land dispute with a pipeline company,” the North Dakota Monitor reports. “Natural gas pipeline developer WBI Energy used federal eminent domain to take portions of the McKenzie County landowners’ properties in 2018. The owners were reimbursed for the value of their land under a confidential settlement signed in 2021, according to court records. But that didn’t include the attorney fees the property owners incurred to reach that agreement. The property owners — which include Leonard and Denae Hoffmann, Randall Stevenson and Rocky Prestangen — argue that WBI is required to compensate them for those costs under North Dakota law. WBI says that because it used a federal power to take the land, state law doesn’t apply. After an appeals court sided with WBI in the suit last year, the property owners petitioned the U.S. Supreme Court to take up the case.”

Law360: Justices Signal Support For Feds In Pipeline Payout Fight
Keith Goldberg, 11/9/26

“U.S. Supreme Court justices Monday appeared inclined to conclude that federal law, and not state law, determines what gas infrastructure developers should pay landowners in eminent domain proceedings,” Law360 reports.

Pipeline & Gas Journal: 711-mile Rover pipeline: FERC approves $10-MM settlement over Tuscarawas River drilling
11/9/26

“The Federal Energy Regulatory Commission (FERC) on Nov. 6 approved a $10 million civil penalty settlement with Rover Pipeline LLC and Energy Transfer LP, resolving its enforcement case over horizontal directional drilling (HDD) beneath the Tuscarawas River in Ohio during construction of the 711-mile Rover pipeline,” Pipeline & Gas Journal reports. “…According to the stipulated facts, multiple members of the Pretec drilling crew testified that they added diesel fuel and other unapproved additives to the drilling mud to speed up drilling. In April 2017, an inspector found a release from the HDD in a flooded section of wetland near the river, and testing found petroleum hydrocarbons consistent with diesel in the mud. From April to August 2017, the subcontractor disposed of drilling mud from the release at a local sand and gravel pit and a local quarry that were not approved solid waste disposal sites under the Ohio Environmental Protection Agency. FERC enforcement staff determined the conduct violated the Natural Gas Act, FERC regulations and the Rover certificate order by adding diesel and other unapproved substances to drilling mud, failing to adequately monitor the right-of-way at the crossing and improperly disposing of mud contaminated with diesel fuel and hydraulic oil.”

TownLift: Summit County outlines pipeline review process amid growing public concerns
Rebecca Brenner, 11/9/26

“Summit County officials outlined the review process for HF Sinclair’s proposed fuel pipeline Wednesday, Nov. 4, amid growing public concerns about its route, private property and environmental impacts,” TownLift reports. “During the County Council meeting, County Manager Shayne Scott said the county has received a coordinated volume of public comments about the project, but HF Sinclair has not submitted a formal conditional use permit application… “The project, known as Westline Connect, includes a proposed expansion of the existing Pioneer Pipeline, which carries refined fuels from Wyoming to the Salt Lake City area… “The discussion also addressed concerns from property owners about surveying and potential easements… “Instead, the proposal would require review by both the Eastern Summit County and Snyderville Basin planning commissions, with public hearings in each jurisdiction. County officials also discussed additional public meetings with HF Sinclair to address residents’ questions.”

Park Record: Summit County officials have little control over proposed pipeline, says attorney
Petr Herink, 11/9/26

“HF Sinclair wants to build a fuel pipeline in Summit County as part of its Mountain West infrastructure expansion, and the county’s legal team says local officials have little authority to interfere despite residents’ concerns about environmental impacts and private property rights,” the Park Record reports. “The national energy company has not shared many details about the pipeline, called Westline Connect, but a website dedicated to the project describes it as an effort to upgrade infrastructure, “including pipelines, terminals, refineries and pump stations,” in Colorado, Wyoming, Utah and Nevada… “Silver Creek residents have also reported seeing surveying equipment associated with the project. Multiple county councilors said they received emails from concerned property owners, many of whom expressed anxieties about protecting their property rights and deterring potential environmental risks… “The Summit County Council passed ordinances imposing strict setback requirements, effectively prohibiting the pipeline from being built next to the river… “Specifically, the company complied with a request to shift the pipeline so it follows Interstate 80 instead of cutting through the 910 Cattle Ranch, which is protected by a conservation easement… “County Manager Shayne Scott, who expressed his personal opposition to the pipeline, said Sinclair HF representatives will likely meet with the County Council as a courtesy early next year.”

Reuters: Enbridge expresses interest in building pipeline for Canada’s Pathways carbon capture network
Amanda Stephenson and Sumit Saha, 11/6/26

“Canada’s Enbridge is interested in building a CO2 transportation pipeline that is ‌part of the proposed Pathways carbon capture and storage project in Alberta’s oil sands region, the company said on Friday,” Reuters reports. “…The negotiations, which the parties previously said they aim to conclude by mid-November, ​include discussions around finalized terms related to carbon pricing, financial support and permitting to advance Pathways, a 6-million-tonne carbon capture and ​storage project proposed by Canada’s five largest oil sands producers. “On the carbon pipe opportunity, yes, we are interested in that, with the right risk package,” Gruending said, adding ​Enbridge already operates a significant regional pipeline system in the oil sands region. “I think we’re set up pretty well there, and keen to ‌get ⁠back into that region.” Proposed by Canadian Natural Resources, Imperial Oil, Suncor Energy, Cenovus Energy and ConocoPhillips Canada, the Pathways project would see compressed CO2 travel through a 650-km pipeline network connecting oil sands facilities to an underground storage hub in the Cold Lake area. The consortium behind the project has said it is targeting late 2027 for a final investment decision.”

Gasworld: Occidental lines up 2 mtpa CO2 for Permian Basin EOR
Charlie Currie, 1/10/26

“US oil firm Occidental will receive around two million tonnes per annum (mtpa) of carbon dioxide (CO2) captured from natural gas processing plants for enhanced oil recovery (EOR) in the Permian Basin,” Gasworld reports. “The firm inked two long-term offtake agreements with two unnamed project developers looking to capture CO2 from existing and new gas processing plants in the Delaware Basin, which will build infrastructure to deliver the CO2 to Occidental… “The projects, which are yet to reach final investment decision, include 100 miles of new CO2 pipelines in the Delaware Basin to connect to existing networks in the Permian Basin… “The projects, once operational, will help diversify our CO2 supply, improve access to cost-effective resources and create infrastructure that can connect additional carbon capture projects over time,” Vishal Gupta, President and General Manager, EOR Ventures at Occidental, told Gasworld. Gupta added that the 45Q federal carbon capture tax credit, which last year was expanded to provide $85 per tonne of CO2 used in industry, was “important support” for the investments.”

Philadelphia Inquirer: Repaired pipeline resumes service as jet fuel cleanup continues in Upper Merion
Frank Kummer, 11/9/26

“A ruptured pipeline that spilled 60,000 gallons of jet fuel last week in Upper Merion is back in service, though some cleanup continues,” the Philadelphia Inquirer reports. “The pipe has been repaired, and the federal Pipeline and Hazardous Materials Safety Administration (PHMSA) approved refilling it for service… “The fuel leaked near Colbert and River Roads in the township’s Bridgeport section adjacent to the Schuylkill and into a quarry owned by Glasgow Inc. Energy Transfer said in a statement Friday that it had “mobilized the appropriate personnel and equipment for the cleanup and restoration of the area, which is underway.” Over the weekend, crews used vacuum trucks to transfer fuel and water from critical areas into temporary holding tanks. The mixture was taken to be processed for reuse, according to the joint command’s statement… “Officials said monitoring wells in the quarry showed no detection of volatile organic compounds (VOCs), and the spill has caused no impact to the Schuylkill or public drinking water supplies… “The joint command also oversaw installation of an air monitoring network to track vapors, VOCs, and benzene, a component of fossil fuels that can be harmful and is linked to cancer.”

WHYY: Montco pipeline spill cleanup continues; officials say air monitors have not detected elevated levels of toxic pollution
Susan Phillips, 11/10/26

“Cleanup of a pipeline spill in Montgomery County continues five days after a construction crew hit the line and caused an estimated 60,000 gallons of jet fuel to leak,” WHYY reports. “…Jet fuel flowed onto the surface of the land and into the nearby Glasgow McCoy quarry, less than half a mile from the Schuylkill River. “At this time, there remains no impact to public drinking water sources or the Schuylkill River,” according to a statement from a spokesperson for the Unified Command, which includes officials with the U.S. Environmental Protection Agency, the Pennsylvania Department of Environmental Protection and Energy Transfer. Federal and state environmental officials say they deployed air monitors, which have “not detected any elevated levels [of volatile organic compounds] in the community or at the fenceline, and work zone readings have remained below levels of concern.” “…Chris DiGiulio, director of environmental science and investigations for Physicians for Social Responsibility of Pennsylvania and a former analytic chemist at the U.S. Department of Defense, told WHYY she’s especially concerned about fumes that get trapped inside a home, but said inhaling even a small amount of benzene could impact a person’s health. “If you are smelling it, it is in your physiology,” DiGiulio told WHYY. “The sensors [may not be] reading it, but if you can smell it, it could be impacting your health.”

Engineering News-Record: Probe Blames Enbridge for Ohio Gas Line Blast That Destroyed Three Houses
Annemarie Mannion, 11/9/26

“Inaccurate marking of an Enbridge gas pipeline in Hudson, Ohio, was the primary factor in a contractor strike that led to an explosion on June 25, destroying three homes and damaging 36 others, a Public Utilities Commission of Ohio investigation said,” Engineering News-Record reports. “Future Communications, which was installing fiber optic lines in the town about 30 miles north of Cleveland, struck the 2-in. Enbridge natural gas distribution line while boring conduit. The bore head left a 4-in. gouge in the line, allowing gas to migrate into the unoccupied house that exploded about 52 minutes after initial damage was reported. There were no fatalities, but two people in neighboring homes suffered injuries that did not require overnight hospitalization, according to the report.”

WASHINGTON UPDATES

Heatmap: Senate Permitting Deal Wins First Vote
Jael Holzman, 11/9/26

“The Senate on Monday night moved to open debate on the Bipartisan American Affordability and Jobs Act — just after the president bizarrely threw cold water on the deal he struck for the bill,” Heatmap reports. “…Up next comes what Senator Sheldon Whitehouse, the Democrat from Rhode Island and one of the key sponsors of the bill, called a “healthy amendment process” at a press conference Monday morning. This will constitute the last remaining opening for senators and outside constituencies to try and change provisions they disagree with. How many amendments will make it to a vote, however, is not publicly known. Nor is how fast debate on the bill will move along, so best be patient. I’m aware of pushes for at least two amendments to be considered — one ostensibly to remove the bill’s changes to the National Historic Preservation Act and another related to future administrations potentially revoking Trump-era permits. Some of the lawmakers who voted to proceed on the bill may become “nays” depending on how the amendment process goes… “For some reason, asked about this at a White House media briefing Monday evening, Trump told reporters from the press room podium that actually he won’t approve wind turbines even if the bill becomes law. Then he said, “The bill hasn’t been fully negotiated.”

States Newsroom: Permitting overhaul advances in US Senate with tepid bipartisan support
Jacob Fischler, 11/9/26

“A proposal to overhaul the federal process for permits to construct energy projects passed a procedural hurdle in the U.S. Senate on Monday, though several Democratic supporters said the legislation needed more work,” States Newsroom reports. “…Several Democratic members said they would be pursuing major changes through the amendment process… “The loudest opponents of the bill are environmental groups, and their Democratic champions in Congress, that say the bill’s promise to promote federal permitting for renewable energy production and transmission projects is outweighed by the advantages it would provide fossil fuel production… “NRDC would be “willing to assist” in making further changes to the measure, he added. Oregon Sen. Jeff Merkley, a Democrat, similarly said Monday he could not yet support the bill, which he said had not been adequately vetted by either chamber of Congress, but he said he shared some of its objectives and hoped to improve it in coming days… “Nevada Sen. Catherine Cortez Masto said ahead of the Monday vote she would support the procedural measure, but would vote against final passage if tribal issues are not addressed.”

The Hill: Trump says he ‘will not approve wind turbines’ despite support for permitting reform bill
Rachel Frazen, 11/9/26

“President Trump on Monday said he would not approve new wind turbines despite his support for a permitting reform bill that seeks to ease the passage of all forms of energy, including wind,” The Hill reports. “…But, asked if he was OK with approving wind turbines, which are among the energy sources the measure’s passage aims to bolster, Trump said, “No, I will not approve wind turbines.” “The bill hasn’t been fully negotiated,” he told reporters. “I will not approve wind turbines because wind turbines are a major loser.” The Democrats’ support is partially based on the notion that the legislation will help support a buildout of renewable energy including wind. It’s not immediately clear what Trump’s remarks will mean for the legislation, which is about to face a key procedural vote.”

Reuters: Senate advances energy permitting bill opposed by some Democrats, tribes
Nichola Groom, 11/9/26

“…The vote marked an early test of whether the bill’s Democratic sponsors could ​keep enough of their party aligned behind a measure opposed by some environmental and tribes but backed by labor unions and energy companies,” Reuters reports. “…Ahead ⁠of the vote, Heinrich and Whitehouse argued that changes unveiled over the weekend had addressed many of the concerns raised by tribes, utilities and environmental groups while preserving the ​bill’s goal of lowering electricity costs. The senators also pushed back on suggestions that Democrats should shelve the legislation until next year, arguing the measure would deliver near-term savings on electricity costs and provide a foundation for additional environmental legislation under a Democratic-controlled Congress… “The legislation still faces opposition from environmental and Native American groups. The National Congress of American Indians, the largest advocacy group for ​tribes, on Monday urged Congress to halt consideration of the bill, saying it would weaken tribal sovereignty and protections for sacred sites… “The Democrats supporting this bill are sleepwalking into catastrophe by handing Trump virtually unlimited power to further ​entrench fossil fuels and enrich data center ​tech oligarchs in the last two years ⁠of his presidency,” Brett Hartl, government affairs director at the Center for Biological Diversity, told Reuters.”

TIME: Congress’s Permitting Bill Is a ‘Massive Giveaway’ to the AI Data Center Industry, Critics Warn
Andrew R. Chow, 11/9/26

“…But the bill has also received vehement blowback from a growing coalition of anti-data center critics, who argue that it would accelerate the buildout of an industry that Americans resoundingly voted against in the midterm elections,” TIME reports. “…But it also strips back environmental protections and could lead to more data centers powered by gas and built on public lands… “Hundreds of local and national organizations have signed letters urging Congress not to pass the bill as written, including the Sierra Club and the Natural Resources Defense Council… ““Everything about BAAJA goes against the spirit of voters this midterms, in which we saw voters turn out for candidates who directly oppose data centers,” Allie Rosenbluth, U.S. campaigns manager at the environmental nonprofit Oil Change International, told TIME. “This bill is a massive giveaway to the data center industry—and creates a backdoor for fossil fuels to enter the grid through data centers.” “…But critics, especially those on the left, are calling for Democrats to wait until the next Congress. “You just heard Americans demand much more of a say in a way that AI is shaping their lives,” Michele Jawando, the CEO of Omidyar Network, told TIME. “Whenever you try to ram something through in a lame duck Congress before you have a hundred new House members, that’s never a good look for either the industry or other actors.”

Source NM: US Senate advances New Mexico US Sen. Heinrich’s controversial permit reform bill
Patrick Lohmann, 11/9/26

“…The Bipartisan American Affordability and Jobs Act, which Heinrich, a Democrat, has championed alongside a bipartisan group of senators, aims to hasten federal environmental reviews of energy projects,” Source NM reports. “The legislation has received widespread criticism, including from fellow members of New Mexico’s congressional delegation, over provisions they will weaken environmental protections and exclude tribes from meaningful impact… “Members of the All Pueblo Council of Governors, which represent New Mexico Pueblos, flew to Washington, D.C. on Monday to urge senators to vote against the bill. They say the bill, even an amended version Heinrich and cosponsors released Saturday, makes harmful developments on sacred sites more likely. New Mexico Gov.-elect Deb Haaland also opposed the amended bill, as did state Attorney General Raúl Torrez in a letter to US Senate leaders signed by several other state’s attorneys general.”

Politico: Former top appeals judge raises alarm about permitting bill’s effect on NEPA
Ian M. Stevenson, 11/9/26

“A top voice in environmental law and veteran jurist is warning that the Senate’s permitting reform bill could defang a landmark environmental law,” Politico reports. “David Tatel, who served for decades on the U.S. Court of Appeals for the District of Columbia Circuit, told Politico Monday that the Bipartisan American Affordability and Jobs Act would remove critical aspects of the National Environmental Policy Act, which for more than 50 years has required federal agencies to look closely at the environmental impacts of infrastructure projects before approving them. BAAJA “eliminates the primary incentive agencies have to prepare good environmental impact statements,” Tatel told Politico. “The whole theory behind the statute is you take a hard look before you build. This eliminates that.” Environmentalists opposed to the bill are arguing that it would significantly hamstring implementation of several key environmental laws besides NEPA, including the Clean Water Act and the Endangered Species Act — and are struggling to gain traction with Senate leaders.”

Center for Western Priorities: Senate votes to advance deeply flawed permitting bill that would lock in Trump’s assault on public lands
11/9/26

“The U.S. Senate voted [73-25] Monday to begin debate on the Bipartisan American Affordability and Jobs Act. Despite some positive changes in the November 7 manager’s amendment, BAAJA would still largely lock in the Trump administration’s future attacks on our public lands,” according to the Center for Western Priorities. “The Center for Western Priorities released the following statement from Communications Director Kate Groetzinger: “We’re disappointed by today’s vote to move BAAJA forward. The manager’s amendment made a few improvements around the edges of the bill, but it would still largely lock in the Trump administration’s attacks on our public lands. If this bill passes as written, every oil and gas well permitted around Chaco Canyon, mine approved upstream of the Boundary Waters, and data center approved on our public lands would be nearly impossible for a future president or court to undo. “We urge the Senate to pump the brakes before it’s too late. Last week’s election showed that Americans want Congress to stand up to the Trump administration. The next Congress can pass a permitting package that builds a better grid without selling out our environment and public lands.”

Press Release: Schatz Statement On Bipartisan American Affordability And Jobs Act
11/9/26

“Permitting delays drive up costs and stall projects, making electricity, housing, and public transportation more expensive. This legislation will help lower costs, build clean energy, modernize America’s grid, cut emissions, and hold data center developers accountable. ‘This bill is a bipartisan compromise, and deals like this are tough. We heard from Native leaders and advocates and secured some key changes to improve the historic preservation title and ensure that federal agencies consult with Native Hawaiian organizations, Tribes, and others about historic and cultural resources. I understand these changes won’t be enough for everyone to support the bill, but we’ll continue working to ensure Native Hawaiian organizations and Tribes have a meaningful voice in decisions affecting their communities. ‘While BAAJA is not perfect, it represents a rare opportunity to pass strong, bipartisan legislation that will help lower costs and make it easier for American workers to build the things our country needs. I will vote to pass it and will continue working with my colleagues to deliver results for people in Hawai?i and across the country.”

Press Release: Rep. Grijalva Statement Following Senate Vote on Permitting Reform Bill
11/9/26

“Congresswoman Adelita S. Grijalva released the following statement after the U.S. Senate voted to advance the Bipartisan American Affordability and Jobs Act (BAAJA) of 2026. Earlier in the day, she spoke at a rally outside of the U.S. Capitol in opposition to the bill… “Just one week after voters resoundingly rejected the Trump agenda, Congress should not be rushing to pass a bill that gives him even more unilateral authority to bypass our laws. This legislation was developed without hearings, meaningful tribal consultation and stakeholder engagement, or the rigorous review that a bill of this magnitude would normally go through. I remain deeply concerned about provisions that would gut protections for clean air and water, undermine tribal sovereignty, and potentially fast-track data center development.”

Axios: Senate advances bipartisan permitting bill in key test vote
Ben Geman, 11/9/26

“The bipartisan Senate permitting bill cleared its first hurdle Monday with a 73-25 procedural vote,” Axios reports. “…The Democratic co-authors, in a pre-vote press conference Monday, argued the bill would help make energy more affordable, hold data centers accountable, and create jobs… “But Sen. Sheldon Whitehouse (D-R.I.) also sought to reassure climate and environmental organizations. “This bill is the floor, not the ceiling, of our climate and environmental aspirations, and we look forward to working to accomplish big things with our big Democratic majorities,” he told reporters ahead of the vote. There will be a “very healthy amendment process,” Whitehouse said. Analysts with the financial services firm Jefferies, in a note before Monday’s vote, wrote that the House “now appears to be the binding constraint.” “House Democratic leaders argue that the Senate bill falls short, while Republican support for accepting the Senate product also appears uncertain,” it states.”

Heatmap: Why the Blue Tsunami Strengthened Permitting Reform
Robinson Meyer, 11/9/26

“…The bill will still undergo what its backers call a “healthy amendment process,” and it will face procedural and substantive votes for the next week or two,” Heatmap reports. “…Going into the midterm elections, the conventional wisdom in Washington was that the bigger the Democratic wave, the harder it would be to pass BAAJA. Supporters feared that Democrats, newly flush with confidence, would drop the compromise and choose to restart negotiations anew in the next Congress. That’s certainly what Representative Jared Huffman, the likely incoming chair of the House Natural Resources Committee, has pushed for on X over the past week. And soon after the scale of the electoral deluge for Republicans became clear, Heatmap reported that the bill’s odds of passage had gotten a little steeper… “Tuesday’s results can help explain why the Democratic Senate caucus is now speeding toward passage. The first dynamic is obvious: This is an affordability bill — it’s right there in the name — and Democrats just won an affordability election… ”What’s more, much of the incoming Democratic Senate class ran on a policy platform that looks a lot like BAAJA… “And there is one more reason Democrats might feel more comfortable passing this bill now: Tuesday has made their odds of gaining even more power in the future look better, and this bill will improve as Democrats pass other clean energy or climate policies to augment it… “If Democrats feel better about their chances of taking the White House today than they did a week ago, then they may very well feel better about passing this bill now, too.”

Bloomberg: Interior Seeks to End Environmental Review for Public Land Plans
Bobby Magill, 11/9/26

“The Bureau of Land Management would no longer conduct an environmental reviews of new land use plans under a proposal published Monday,” Bloomberg reports. “The BLM, part of the Interior Department, is proposing to revise its land use planning rules for the roughly 245 million acres of public land and minerals it manages, mostly in the West. The bureau announced the proposal Friday and released details in the Federal Register pre-publication notices Monday. The proposal will be open for 60 days of public comment beginning Tuesday. Current planning rules are too slow and complicated, and the changes will cut costs and improve…”

Politico: BLM aims to trim comment periods, shrink future protected land sizes
Ian M. Stevenson, 11/9/26

“In an overhaul of how the federal government plans to manage the more than 245 million acres of land it oversees, the Trump administration proposes to cut the length of public comment periods and shrink the size of areas proposed for enhanced environmental protections in the future,” Politico reports. “…BLM would no longer be required to give notice in the Federal Register when a land-use planning process begins. The rule would remove a 90-day public comment period that is currently required for all draft land-use plans along with a 30-day public comment period for significant changes made during the planning process… “It is another clear attempt to give drilling, mining and other development interests more influence over our public lands, in the same spirit as rescission of the BLM Public Lands Rule — and only days after voters delivered a stinging rebuke to this administration’s agenda of doing favors for oil and gas companies and other powerful corporations,” Michael Carroll, director of BLM campaigns at the Wilderness Society, told Politico.”

Politico: MARKET DIGEST
Benjamin Storrow, 11/9/26

“Energy markets are increasingly confident that the new wave of Democratic governors will place guardrails — but not block — data center development,” Politico reports. “Wall Street is laser-focused on Texas Gov.-elect Gina Hinojosa, a Democrat who will soon oversee the country’s fastest-growing data center market. Surge received two Texas-focused research notes from banks Monday morning focused on Hinojosa’s pledge to impose a data center moratorium. In a note to clients, Melius Research called fears that Hinojosa would bring data center development to a screeching halt “overblown.” It noted that her calls to protect water supplies, make data centers pay for grid upgrades and give communities more voice in siting decisions mirrors Republican talking points… “Hinojosa has called for a moratorium on development until the Texas Legislature can adopt new guidelines. “The pause could be long and the resulting configuration changed, but we expect TX to build significant data centers in 2028+,” Jefferies wrote.”

STATE UPDATES

Reuters: SpaceX plans $24 billion gas power plant, data center project in Texas
Akash Sriram, 11/9/26

“SpaceX is planning a roughly $24 billion gas-fired power plant and super-compute facility in Starbase, Texas, according to a public hearing notice,” Reuters reports. “The rockets-to-AI company’s request comes as opposition to data centers grows, with voters rejecting them in 40 of 41 local ballot measures and Democrats, some of whom had campaigned on pausing new projects, taking control of the US Congress and the Texas governor’s office in the midterm elections… “The notice describes $24 billion as the estimated capital investment for the project’s initial phases. It said the work may be done in multiple phases and could include future expansions. SpaceX would construct, own and operate the facilities. The project would be among the largest private investments in the Rio Grande Valley. Building its own power plant could let SpaceX skip a years-long wait to plug a project into Texas’ main power grid.”

WALA: Bucks-area neighbors question proposed natural gas plant, carbon capture facility
Jordyn Lassiter, 11/9/26

“A proposed energy development in north Mobile County is raising questions for some people who live near the community of Bucks. The company behind the project says it plans to build a natural gas power plant and a carbon capture facility,” WALA reports. “…Lacey Chestang told WALA the letter outlines the company’s plans but does not give her a clear picture of what the development could mean for people who live in the area… “The letters come from Tenaska, a company developing what it calls the Longleaf Energy Hub near Bucks, Alabama. The project would include a natural gas-fueled power plant and a carbon capture and storage facility… “Chestang told WALA residents want to know more about the potential impacts and whether they still have a say in what happens next… “Residents can ask questions during an informational meeting Nov. 19 at 5 p.m. at the Turnerville Volunteer Fire Department building. An RSVP is required to attend.”

New Orleans Public Radio: Entergy wants their land for Meta’s power lines. They’re suing the regulators approving them
Drew Hawkins, 11/9/26

“…A few days later, neighbors started calling. Entergy, they told him, wanted to run a massive transmission line across his pasture — slicing through where he planned to build a shop and another hay barn — carrying power almost 80 miles north to Meta’s $50 billion data center in Richland Parish,” New Orleans Public Radio reports. “I didn’t find out about it from Entergy,” Dustin McAnn told NOPR. “I found out about it by a stake that was right here.” He called his Louisiana Public Service (LPSC) commissioner, Mike Francis, and filed a complaint with his office… “When he followed up, he said Francis’ office was less than helpful. “They told me on the phone that the best thing they could tell me to do was get an attorney,” McAnn told NOPR. “Get an attorney for what? I have no idea what this is even for.” He started organizing, driving around, looking for other survey stakes and contacting the landowners. Within a few weeks, he founded the Louisiana Landowners Coalition. They held their first meeting under his barn in late August. Today (Nov. 9), they, along with two other groups, filed a lawsuit against the LPSC, arguing it violated the state constitution by adopting a fast-track approval pathway for power plants without telling the public… “Gulf States Newsroom investigations found officials used NDAs to conceal project negotiations, including Gov. Jeff Landry and Senate-elect Julia Letlow, and an Entergy executive ghost-wrote motions LPSC commissioners filed into the record. The commission also voted to overturn an administrative law judge’s ruling that would have forced Meta to provide key information about the data center’s power needs.”

Louisiana Illuminator: Lawsuit challenges Landry-backed ‘lightning’ speed approval for data center power projects
Elise Plunk, 11/9/26

“A group of Louisiana landowners and community advocates are suing the Louisiana Public Service Commission over its procedure to fast-track large utility projects in the name of economic development,” the Louisiana Illuminator reports. “It comes as regulators are poised to give expedited approval to a power project linked to the massive $50 billion Meta Hyperion data center campus in Richland Parish. The lawsuit, filed Monday with a state court in Baton Rouge, lists the Louisiana Landowners Coalition, Louisiana Citizen Advocacy Group and Save My Louisiana as plaintiffs. The plaintiffs claim the Public Service Commission violated rules in the Louisiana Constitution by not giving public notice before it adopted the “Lightning Speed Initiative” in December 2025. The policy change speeds up the regulatory approval process for utility projects linked to major investment in the state. According to the lawsuit, the agenda for the meeting where the initiative was approved did not adequately explain the policy changes commissioners were considering, and the revised rules have never been placed “in the books.”

Politico: IN THE RED
Noah Baustin, 11/9/26

“An offshore oil project in California restarted earlier this year with the backing of the Trump administration was unable to sell oil for most of October. Sable Offshore officials disclosed the fact on an earnings call on Monday, Politico reports, and said the issue was due to a refinery outage… “Sable CEO Jim Flores said on the call that the company, which had only one refinery customer through October, had been planning to add more customers in the first quarter of 2027, but its failure to move more quickly on that “blew up in our face” last month.”

Politico: CARBON IN COURT
Noah Baustin, 11/9/26

“A federal appeals court has handed business groups a major win in their fight against California’s landmark corporate emissions disclosure laws,” Politico reports. “The Ninth Circuit Court of Appeals issued a preliminary injunction Monday that blocks California from enforcing the most controversial portion of SB 253, a law that requires corporations with at least $1 billion in revenue to report carbon emissions. The ruling found that reporting mandates linked to Scope 3 emissions, which cover a company’s global supply chain, “are likely unconstitutional.” “…Scope 3 emissions account for roughly 70% of a company’s total carbon footprint. The court, however, rejected business groups’ request to block all of SB 253. That means corporations will still have to report their Scope 1 and Scope 2 emissions, which are directly connected to a company’s day-to-day operations and energy purchases, ahead of a Nov. 11 deadline.”

EXTRACTION

Gas Outlook: The looming LNG bust
Nicholas Cunningham, 11/9/26

“…Projects that were once on the fence are now enjoying renewed momentum, including not just in the U.S. Gulf Coast, but also Argentina, Mozambique, and Canada. But the bullish outlook obscures cracks in the LNG industry, weaknesses that have only grown more pronounced following the chaos in the Persian Gulf,” Gas Outlook reports. “While some LNG exporters are raking in record profits from war-time pricing, the boom could quickly turn to bust. Indeed, the LNG market was headed for a colossal glut prior to the war. That supply overhang has been delayed, but not wiped out, according to a wide range of analysts interviewed by Gas Outlook. Instead of washing over the market in 2026 or 2027, as previously expected, the supply glut may arrive in 2028 or 2029. It may also hit with more ferocity, forcing prices lower and deepening a downturn that could persist for longer than might otherwise be the case had Hormuz never been blocked. The frenzied rush to build new LNG terminals today may exacerbate the supply overhang, while eye-watering prices could leave permanent scars on demand and compel countries to look for alternatives. That raises serious questions about the underlying business case for new LNG. Is the industry building too many LNG projects? Will demand growth expected in key geographic areas pan out?”

CBC: Why Danielle Smith wants to give a subsidy to the oilpatch despite near-record profits
Kyle Bakx, 11/10/26

“The Alberta government is preparing to unveil new subsidies later this month for oil companies to ramp up production in order to help fill the province’s proposed Pacific Link pipeline to the West Coast,” the CBC reports. “The incentives would come as the largest oil producers are posting billions of dollars in profits in their latest financial results and the industry as a whole is experiencing one of its most lucrative years over the last decade… “That’s why some industry experts question why new subsidies are needed… “Oil production is already at record levels, but with several new and expanded pipeline projects in development, there is uncertainty whether the industry will pump out enough crude to justify beginning construction on the Pacific Link — for which Smith wants construction to begin in fall 2027… “Some oil companies could be hinting at possible growth plans as a way to alert investors and gauge their interest. Despite lucrative oil prices, many investors would rather oil companies continue to produce hefty profits for shareholders, as opposed to spending billions of dollars to invest in new projects… “However, in a scenario with low oil prices, the government would need to provide $240 billion of incentives and yet experience a net fiscal loss of $80 billion.”

Calgary Herald: ‘We don’t produce oil to employ people’: Alberta gaining jobs, but not in energy
Steven Wilhelm, 11/10/26

“Employment in Alberta’s oil and gas industry is falling, even as companies are “swimming in money” with elevated prices and the industry awaits a lift from new pipeline access,” the Calgary Herald reports. “…Alberta’s oilpatch shed nearly 11,000 workers since last October, a decrease of 7.7 per cent, according to data from Energy Safety Canada, which compiles values from Statistics Canada’s labour surveys. That same data shows overall energy employment trending lower over the past several years, falling to 129,000 workers in October, the lowest level in more than three years. While it’s difficult to pinpoint exactly where jobs were lost, mergers and acquisitions, new projects coming online and companies doing more with less may help explain the lack of new roles, economists told CBC.”

Financial Times: Anthropic strikes $3.4bn deal to generate gas-fired power for data centres
Martha Muir, 11/8/26

“Anthropic has struck a massive deal for gas-fired engines for data centres, as AI labs muscle deeper into the energy industry and cut out intermediaries in the race for scarce power equipment,” the Financial Times reports. “The frontier AI lab bought commitments for 1.7 gigawatts of heavy-duty generators for $3.4bn in late September from OnePWR Solutions, a San Antonio, Texas-based equipment supplier. Anthropic did not acquire OnePWR itself, but the deal included engineering and construction capabilities needed to install the generators. None of OnePWR’s employees transferred to Anthropic, according to a person familiar with the matter. OnePWR and Anthropic declined to comment. The transaction is the largest known single purchase of power-generation equipment by an AI lab, underscoring how the race for electricity is pushing tech companies deeper into the energy industry. AI developers typically rely on utilities and specialist power companies to provide power, but with demand for gas turbines and generators soaring and manufacturing lead times stretching years into the future, AI companies are using their financial muscle to cut out intermediaries and take direct control of production.”

Reuters: UAE city of Khor Fakkan shuts beach after detecting oil spill
Menna ​Alaa El-Din and Jana Choukeir, 11/9/26

“The UAE city of Khor Fakkan shut a beach on Monday ​after detecting an oil spill along its ‌coastline, according to a notice posted by the municipal authorities on social media,” Reuters reports. “It did not provide further details about the closure ​of the Al Luluyah beach and did not ​say what caused the spill… “The UAE ​relies ⁠heavily on desalination plants for most of its drinking water, and much of the economy — including ports and ⁠industrial ​facilities — is also located on ​the coast, making any contamination along its shoreline particularly sensitive.”

OPINION

The Hill: Democrats must not cede power via permitting bill that would fast-track data centers
Kenny Bruno is a senior advisor to Bold Alliance, and a longtime pipeline fighter and campaigner for environmental health, 11/9/26

“Here we go again. Remember the dirty deal, when the Inflation Reduction Act was held hostage by Sen. Joe Manchin (D-W.Va.) unless Congress agreed to approve the Mountain Valley Pipeline against the wishes of landowners and tribal members along the route in West Virginia and Virginia? Now we have the data center dirty deal,” Kenny Bruno writes for The Hill. “…Because along with transmission lines, the Bipartisan American Affordability and Jobs Act of 2026 is industry’s chance to shove hyper-scale data centers down the throats of communities that are suspicious of them or outright don’t want them. Although touted as a bill to streamline long-distance transmission lines, it would actually prevent future administrations from cleaning up the grid. Here’s how our friends at Oil Change International put it: “This bill will make it virtually impossible for communities and individuals to challenge infrastructure projects that threaten their air and water. It comes as communities across the U.S. face an unprecedented buildout of gas power plants currently being planned to fuel the AI data center boom. If the current slate of data centers and associated gas power plants move ahead, the power sector’s gas consumption could rise by 50 percent, the equivalent of the gas consumption of Central and South America combined… “The bill would give President Trump and Interior Secretary Doug Burgum two years to approve data centers on public lands. Then, in the name of certainty it would make those approvals nearly impossible for a future president to undo even if the permits were granted illegally. It also makes taxpayers pay developers if a future administration slows down a whole category of projects.” The Bipartisan American Affordability and Jobs Act would lock in decisions made now, even if better alternatives become available. It naively relies on the good faith implementation by the White House and federal agencies, which have already demonstrated a disregard for the law, an irrational aversion to wind and solar, and an unhealthy obsession with fossil fuel dominance. It would allow the federal government to override objections by communities and states when they have concerns about negative impacts about projects… “Proponents rationalize the bill by saying that emissions will rise even more without it. This is playing to “lose by less.” We can do much better by waiting until clean energy proponents are more powerful in Congress and in the executive branch… “Why are they planning to ram it through during the lame duck Congress, when they are at their weakest? In future campaigns for office, today’s senators and Congress members from both parties are going to have to explain why they voted to fast track hyper-scale data centers. They can avoid all that squirming by killing the bill now.”