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Federal energy regulators are preparing a major proposal that could reshape how energy-hungry data centers connect to America’s power grid. POLITICO’s AJ Camacho breaks down what to know about FERC’s proposal and how that decision -- expected in coming weeks -- could reshape America’s AI rollout and power system. Plus, President Donald Trump invoked the Defense Production Act to strengthen federal funding for a host of energy projects. Francisco "A.J." Camacho is a reporter for POLITICO’s E&E News. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

POLITICO Energy host Josh Siegel sits down with newly appointed Sen. Alan Armstrong (R-Okla.), a longtime energy executive entering Congress with a singular goal: passing energy permitting reform. They discuss why Armstrong believes he’s uniquely positioned to get a deal done, whether high energy prices could hurt Republicans ahead of the 2026 midterms and the broader energy implications of the Iran war. Josh Siegel is an energy reporter for POLITICO and the host of POLITICO Energy. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switchAnd for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Energy Secretary Chris Wright and Interior Secretary Doug Burgum urged top U.S. oil and gas executives on a call Thursday to increase their companies' production in an effort to lower oil prices. The conversation comes as tensions with Iran escalate and high energy costs are putting pressure on consumers and President Donald Trump’s approval ratings ahead of the midterms. POLITICO’s Ben Lefebvre breaks down the White House’s strategy, how oil companies are feeling right now, and the broader economic and political implications of the Iran war. Plus, the largest renewable energy project in U.S. history has begun generating electricity, and the Trump administration has completed its review of Biden-era projects, keeping about 80 percent. Ben Lefebvre is the deputy energy editor at POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Global economic leaders are gathering in Washington D.C. this week for the spring meetings hosted by the International Monetary Fund and World Bank, and energy strategy is at the top of the agenda. But the Trump administration’s energy agenda and the Iran War are adding a new layer of complexity to those talks. POLITICO’s Sara Schonhardt breaks down how that tension could shape global energy and economic policy in the years ahead. Sara Schonhardt is an international climate reporter for POLITICO’s E&E News. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

A Wisconsin town recently passed a first-of-its-kind referendum blocking future data center construction, one of several similar efforts appearing on ballots at the local and state level during this year’s midterm elections. These fights come as data centers, a major part of President Donald Trump’s AI agenda, come under increased scrutiny from voters raising concerns about their energy and environmental costs. POLITICO’s Tyler Katzenberger breaks down the lessons from this recent Wisconsin election and what these efforts could mean for the future of the U.S. power grid and AI expansion. Tyler Katzenberger is a Sacramento technology reporter for POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

America’s oil industry is privately lobbying top Trump administration officials — including the president himself — to block any permanent peace plan with Iran that would leave Tehran charging tolls in the Strait of Hormuz. POLITICO’s Ben Lefebvre explains the oil industry’s short-term and long-term concerns, how the White House is responding, and why this waterway could make or break the deal. Plus, a new POLITICO survey found that Europeans want more renewable energy even if it temporarily increases their bills, and the U.S. Energy Information Administration said energy consumption in the United States will remain flat through 2050. Ben Lefebvre is the deputy energy editor at POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

The Trump administration recently announced plans to restructure how the federal government oversees energy development in federal waters, which accounts for a meaningful chunk of U.S. energy and mineral production and billions of dollars in government revenue. POLITICO’s Ian Stevenson breaks down why the move is controversial and the impact it could have on the future of offshore drilling. Ian Stevenson covers energy as well as public lands and the Interior Department for POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, POLITICO Energy host Zack Colman sits down with Colorado Gov. Jared Polis for an extended conversation. They discuss what rising energy prices mean for Americans, Democrats’ messaging on energy and climate change ahead of the 2026 midterm elections, and how one of the most prominent blue state governors is navigating the Trump administration. Zack Colman covers climate change for POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

President Donald Trump’s latest address to the nation on the war with Iran is already sending ripples through global energy markets, as oil prices climb and uncertainty grows around the Strait of Hormuz. POLITICO’s Ben Lefebvre and James Bikales break down what the administration’s strategy means for energy markets, global supply, and gas prices at home. Plus, senior Trump administration officials declared that all oil and gas activity on federal waters in the Gulf of Mexico is exempt from Endangered Species Act protections, and federal regulators said a natural gas export plant in Texas is free to export liquefied natural gas that’s produced during its commissioning phase. Ben Lefebvre is the deputy energy editor at POLITICO.  James Bikales is an oil and gas reporter for POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Across the country, many Democratic governors are shifting from ambitious climate policies to prioritizing energy affordability as costs rise and political pressure builds ahead of the 2026 midterm elections. POLITICO’s Adam Aton explains what’s driving the change, the political trade-offs behind it, how it’s affecting the clean energy industry, and whether it signals a lasting shift for the party. Adam Aton covers the politics of climate change for POLITICO’s E&E News. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Stefan Todorovic is the video producer of POLITICO Energy. Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, POLITICO’s James Bikales and Kelsey Tamborrino unpack the biggest takeaways from CERAWeek 2026, one of the world’s most influential energy conferences, as the industry grapples with geopolitical tensions, rising demand from artificial intelligence, and shifting U.S. policy. They also break down POLITICO’s exclusive interviews with Interior Secretary Doug Burgum and EPA Administrator Lee Zeldin, plus a few under-the-radar storylines from the conference. Kelsey Tamborrino is a reporter covering clean energy for POLITICO. James Bikales is an oil and gas reporter for POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Stefan Todorovic is the video producer of POLITICO Energy. Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, POLITICO's deputy editor-in-chief Joe Schatz sits down for an extended interview with EPA administrator Lee Zeldin. They discuss the agency’s ambitious deregulatory agenda, President Donald Trump’s energy dominance agenda, the war with Iran, chemical safety and Make America Healthy Again. Joe Schatz is the deputy editor-in-chief of POLITICO. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switchAnd for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, POLITICO reporter Francisco “A.J.” Camacho sits down for an extended interview with Judy Chang, a Democratic commissioner at the Federal Energy Regulatory Commission. They discuss the growing strain on America's power grid, rising electricity prices, FERC’s independence under the Trump administration, and the key policy issues on the agency’s docket. Francisco "A.J." Camacho is a reporter for POLITICO’s E&E News. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, POLITICO’s senior politics columnist Jonathan Martin sits down for an extended interview with Interior Secretary Doug Burgum, the head of the White House’s National Energy Dominance Council. They discuss President Donald Trump’s energy agenda including the Iran war, Venezuela, high energy prices at home, congressional regulatory reforms, competing with China and more. Jonathan Martin is the politics bureau chief at POLITICO.  Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, POLITICO Energy guest host Hannah Northey sits down for an extended interview with John Jovanovic, the chairman and president of the Export-Import Bank of the United States. They discuss the Trump administration’s $12 billion initiative to build a domestic stockpile of critical minerals, the complicated geopolitics of this issue, how the bank fits into the Trump administration’s broader energy strategy and more. Hannah Northey covers the nexus of mining, environmental policy and politics for POLITICO’s E&E News. Stefan Todorovic is the video producer of POLITICO Energy. Nirmal Mulaikal is the co-host and executive producer of POLITICO Energy.  Matt Daily is the energy editor for POLITICO. Cyril Zaneski is executive editor of POLITICO’s E&E News. Debra Kahn is the editorial director for energy and environmental coverage at POLITICO. Veronica Tejera is the deputy head of Audio/Video at POLITICO. Our theme music is by Pran Bandi. Follow the show on Apple, Spotify, Youtube and Instagram. Follow POLITICO here:    ➤ X: https://x.com/politico/ ➤ Instagram:  / politico      ➤ Facebook:  / politico   For more reporting on energy and the environment, subscribe to Power Switch, our free evening newsletter: https://www.politico.com/power-switch And for even deeper coverage and analysis, read our Morning Energy newsletter by subscribing to POLITICO Pro: https://subscriber.politicopro.com/newsletter-archive/morning-energy Learn more about your ad choices. Visit megaphone.fm/adchoices