(Energy) Independence Day | Reading and Podcast Picks - July 5, 2026
How Texas can continue to lead the nation; SCOTUS ruling; Congress moves to help ratepayers?; New research from Columbia's Center on Global Energy Policy; and LNG market trends.
Reading and Podcast Picks is a collection of what we’ve been reading and listening to over the last week or so about energy topics.
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For this July 4th weekend, Michael Webber gives a great overview of the fracking boom that began in the Lone Star state. He argues that though the world of energy has changed, Texas’ ability to put the U.S. at the center of innovation is constant.
It shows that if we prioritize the use of our domestic resources, build infrastructure and lean into innovation, we can free ourselves from foreign control, make a lot of money and even reduce emissions along the way. It’s no accident that the Nobel Prize for developing the lithium-ion battery was awarded to a professor at the University of Texas or that the state is home to at least 10 solar panel manufacturers alongside innovative battery, geothermal and nuclear startups. We can also use Texas minerals to reduce dependence on China for the raw or refined materials necessary to develop all of these energy resources.
FERC Was Already Losing Its Independence. Now It’s Gone. | Heatmap News
A Supreme Court decision this week leaves leaders of independent government agencies vulnerable to federal firing without cause. And that includes the Federal Energy Regulatory Commission and the Nuclear Regulatory Commission.
“There’s a bigger risk that they’ll have to ultimately yield to political pressure because they’ll have this very overt threat that they’ll be fired,” [Harvard Law School professor Jody] Freeman told me. “We’re going to see decisions that look more political, that look less expertly driven, and they probably will wax and wane with every new administration, which undermines stability.”
Doug Arent and Robin Millican on What’s Really Driving Electricity Prices | Columbia Energy Exchange
Columbia’s Center on Global Energy Policy podcast breaks down new research on why data centers aren’t the whole story behind rising electricity prices. And ERCOT gets a shoutout for why Texas isn’t sweating the load growth surge as much as other states.
So there’s some evolving set of practices I think Texas, in their self-determination mode, is really pushing on pieces that they think can really work for their system. And then frankly, the interesting takeaway from the roundtable that we had down there was, one, they aren’t concerned about price increases because they know how to build generation, they know how to build transmission. They’re very confident that they can build low-cost resources to meet the load growth.
