“Unlike previous attempts, the current effort now has a defined developer, a global equipment supplier, and a clear timeline.”
Alaska’s Mega-Pipeline Gets a Second Chance in the Trump Energy Era
Alex Kimani, OilPrice.Com, November 11, 2025
- Baker Hughes has joined Gendarme Alaska LNG as technology provider and investor in the $44 billion Alaska LNG Project.
- The project aims to monetize Alaska’s stranded North Slope gas via an 807-mile pipeline and a liquefaction terminal producing up to 20 million tonnes of LNG annually.
- Backed by renewed U.S. political support for energy exports, the venture still faces financing, environmental, and market challenges.
Baker Hughes (NYSE:BKR) has taken a decisive role in reviving one of America’s most ambitious energy projects. The Houston-based oilfield services firm has signed definitive agreements with Glenfarne Alaska LNG LLC, a subsidiary of Glenfarne Energy Transition, to supply power generation equipment and main refrigerant compressors for the long-delayed Alaska LNG Project. The partnership positions Baker Hughes as both technology provider and investor in the $44 billion development, one of the largest single energy infrastructure undertakings in the United States. Reuters confirmed the signing of definitive agreements and noted that the project has entered advanced engineering and design phases.
Alaska Antimony Link in All American Supply Chain
US Antimony lands $106.7M supply deal
Shane Lasley, November 12, 2025
Textiles company signs five-year contract for flame-retardant antimony trioxide, bolstering U.S. supply-chain independence.
A major U.S. textiles manufacturer has signed a five-year, $106.7 million contract with United States Antimony Corp. for antimony trioxide used in flame-retardant applications – a deal that highlights American industry’s drive to reduce reliance on China and Russia for this critical metalloid.
“We believe this new contract demonstrates the growing movement among U.S. suppliers and industrial companies to join forces in rebuilding and securing domestic supply chains to strengthen the backbone of American innovation and infrastructure,” said United States Antimony Chairman and CEO Gary Evans.
While antimony is best known for its use in ammunition and car batteries, this critical metalloid also has a long history as a primary ingredient in flame retardants that have saved untold lives on the battlefield and in the home.
Antimony’s flame- and heat-resistant properties gave it ‘hero metal’ status during World War II, when antimony trioxide-based compounds helped fireproof tents and vehicle covers – saving the lives of countless American troops.
Over the more than eight decades since the end of World War II, antimony has continued to save lives – from soldiers in the field to babies in the nursery – by lending its flame-resistant properties to mattresses, toys, electronic devices, aircraft, and automobile seat covers.
Today, flame retardants continue to be the second most popular use for antimony. According to the U.S. Geological Survey, 39% of the roughly 53 million pounds of antimony used in the United States last year went into flame-proofing compounds.
With more than $350 million in long-term contracts now secured, US Antimony is scaling up an all-American supply chain that includes links in Montana, Alaska, defense stockpiles, and now U.S. manufacturers adding life-saving antimony-based flame resistance to the textiles they produce.
Oil Consumption Grows While EV Adoption Falls
IEA Now Says Oil Consumption Could Keep Growing to 2050
Grant Smith, Bloomberg, November 12, 2025
- The International Energy Agency has reintroduced a “Current Policies Scenario” in which global oil consumption keeps growing to the middle of the century, with consumption rising by 2050.
- The agency’s latest report includes two scenarios, with the other being the “Stated Policies Scenario”, in which oil demand peaks around 2030, and no pathway is prioritized as being more likely.
- The IEA’s analysis may provide sobering reading for climate talks, as both scenarios spell a level of climate change that scientists consider extremely destructive, with global temperatures rising to almost 3C above pre-industrial levels by the end of the century in the “Current Policies Scenario”.
The International Energy Agency further tempered its stance on an imminent peak in oil demand, reinstating a scenario in which global consumption keeps growing to the middle of the century.
While oil demand was set to plateau or fall this decade in all three scenarios the IEA examined last year, the latest report reintroduces a “Current Policies Scenario” in which consumption rises 13% by 2050. The stronger outlook hinges on a slower pace of electric vehicle adoption.
The revival of the CPS after a five-year hiatus marks the latest revaluation of oil’s long-term prospects by the agency and the wider energy industry. It also comes at a time when the White House is held by an administration that both champions fossil fuels and attacks renewable energy sources.
“Aggressive exploration” by ConocoPhillips in Alaska will employ hundreds in winter exploration season.
Trump administration releases ConocoPhillips’ big winter exploration plans in Alaska
Alex DeMarban, Anchorage Daily News, November 11, 2025
The Trump administration on Monday released details of ConocoPhillips’ plans for a major oil exploration campaign this winter in the National Petroleum Reserve-Alaska.
The plans are included in a newly released draft environmental review as the oil company seeks federal approval for the effort.
The review includes a one-week comment period that ends on Monday, a schedule that conservation groups blasted as woefully insufficient.
ConocoPhillips is seeking to drill four exploration wells near its giant Willow discovery this winter, the plans show, marking its return to aggressive exploration in Alaska as construction at Willow progresses with first oil expected in 2029.
The work is expected to employ about 900 people at its peak, said Rebecca Boys, a ConocoPhillips spokesperson.
It will be supported by planes landing on ice airstrips and an array of trucks, vans and heavy equipment, including special rigs outfitted with giant, low-pressure tundra tires.
“There may be up to 4,000 total round trips to/from the project areas for the four exploration wells, 1,000 round trips for the two wells to be plugged, and 120 round trips for Seismic Exploration work over the course of project activities,” the plans show.