Energy Policy & AI - The US aims to secure its position in the AI race by ensuring domestic energy production [1][2] - The Trump administration established the National Energy Dominance Council (NEDC) to boost power supply for AI development [2][3] - A key strategy involves lowering domestic energy prices and increasing energy supply for AI, alongside energy diplomacy efforts [4] - The current administration's energy policies are viewed as hindering AI development due to reliance on intermittent energy sources [6] - AI development requires consistent power supply (24/7/365) [6] US LNG Exports & European Energy Security - US LNG exports have increased by 25% in the first 10 months [8] - Increased US LNG exports to the EU are helping to displace Russian gas purchases, impacting Russia's war funding [8] - The EU is committed to stopping Russian oil and gas purchases and is accelerating its timeline [10] - Infrastructure development, particularly pipelines in Eastern Europe (North-South corridor), is crucial for increasing LNG exports [11][12] - Europe has allocated $750 billion for energy-related infrastructure, with 15% of NATO's 5% goal dedicated to infrastructure [13] Future Opportunities - Deals are being signed for the purchase of Alaska LNG upon completion of the Alaska LNG pipeline [14]