Let me be the first to officially congratulate you for making it another year, hopefully less scathed than previous ones.
Now that the rest and relaxation is over, it’s time to roll up our sleeves and get to work.
If there’s one New Year’s tradition that has stuck with us through the years, it’s the New Year’s resolution. More than half of us in America pick one up every year.
Whether it’s saving more money, eating healthier, spending more time with family and friends, or adopting a new hobby, the sobering reality to this tradition is that less than 10% of us ever truly complete it.
In fact, most Americans quit by mid-February. Why do these resolutions fail? That’s a little easier to explain. Some are a bit too ambitious, or maybe people just simply don’t turn them into daily habits in our lives.
Fortunately, I know one New Year’s resolution that we will all experience in 2025, and there’s no quitting this one. It was made by President Trump throughout his campaign: To establish American energy dominance.
Why can’t we fail?
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Well, because it’s already true… and in 2025 it’s going to become a habit.
U.S. Energy Dominance in 2025
Is it really any secret that we aren’t already a dominant force in the world’s energy dynamic?
We produce far more crude oil and natural gas than anywhere else in the world. We’re the third largest coal producer, the second largest producer of wind and solar, the third largest hydroelectric power-producer, and generate more electricity from nuclear power than any other country on the planet.
Those alone are the five largest sources of energy in the world, and we are at the top of three of them.
But there’s a catch when it comes to energy dominance. Our production is only as good as how much we consume. If we produced far less energy than we consume — like we’ve done for the last 60 years! — then it really wouldn’t matter much.
Truth is, consuming more energy than we produce simply means we’re shackled to foreign countries for that energy. Perhaps the most notable example is how we were heavily reliant on OPEC for our oil up until U.S. drillers finally started tapping into our tight oil resources.
The good news is that that energy dependence has been completely wiped out. In 2023, our energy production exceeded consumption by a record amount:
Our dependence has turned into dominance, and that gap will further widen in 2025.
While most eyes are on China and whether it can kickstart its economy, mine have been distracted by a bigger buyer of U.S. oil: Europe.
When Trump fired off his latest tariff threats against the EU, it came with a promise that Europe will have to buy more oil and gas from the United States. Before you start worrying about a trade war, I want you to keep in mind that it’s essentially an empty threat — not because Trump won’t slap tariffs on EU members, but rather because he won’t have to.
If I were to ask you where most of our oil exports wind up, what would your answer be? China? Perhaps India or South Korea?
Although it’s true we ship a little over a million barrels per day to Asian markets, it’s only HALF of what we send to Europe.
Together, just ten EU countries buy up more than half of total U.S. crude oil exports. That’s over two million barrels of crude shipped to these ten countries every single day.
And our largest customer isn’t India, nor is it South Korea — it’s the United Kingdom.
This thirst for U.S. crude will only grow over the next few years as Europe seizes its opportunity to finally replace the Russian oil and gas it had to buy before. European countries like Germany are already building up their infrastructure to allow for more LNG imports.
However, the all-of-the-above plan in President Trump’s head to establish energy dominance won’t completely go off without a hitch.
We’ll touch on that next week.
Until next time,
Keith Kohl
A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing’s Energy Investor and Technology and Opportunity.
For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology.
Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s Topline Trader advisory newsletter.