Inside the Ex-Im chairman’s $12B plan to win the minerals race

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

The Nuclear Regulatory Commission is considering scrapping a decades-old radiation safety standard. It’s a move that would support the Trump administration’s push to expand nuclear power in the United States, but it would also raise key questions about public health risks and the industry’s standards. POLITICO’s AJ Camacho breaks down the proposal, where congressional lawmakers and the nuclear industry stand, and the potential public health concerns. Francisco "A.J." Camacho is a reporter 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. 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