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On Tuesday, U.S. President Donald Trump, channeling Tony the Tiger, said the value of the dollar was “great” when asked if he believed it had fallen too much, further pressuring the greenback, which had reached a four-year low. And if you ask US exporters and farmers they would agree! In fact, a weaker dollar may be part of President Trumps master plan to reduce the massive US Trade deficit by making us Products cheaper overseas and the US already blistering Economic growth . While many say that the dollar’s recent weakness stems from multiple factors: expectations of continued Federal Reserve rate cuts, tariff uncertainty, policy volatility including so called threats to Fed independence and rising fiscal deficits,which critics claim have eroded investor confidence in U.S. economic stability. 

 Yet that narrative does not fit with reality, starting with the big win on trade—the US goods and services deficit shrank to just $29.4 billion in October 2025, marking the lowest level since 2009 and a whopping 39% drop from the prior month.

US Exports surged 2.6% to $302 billion, while imports fell 3.2% to $331.4 billion, thanks in large part to the bite from new tariffs implemented under the Trump administration. This isn’t just a one-off; it’s the third straight month of improvement, with the three-month average deficit down $15 billion to $44.4 billion.

What does this mean? A narrower trade gap strengthens the dollar and boosts domestic manufacturing, which is music to the ears of energy producers. US energy exports—like crude oil and LNG—have been

hitting records and helping US producers that have to adjust to lower prices that President Trumps policies have lower prices for US consumers .

And President Trump Energy Policies that helped keep us warm during the cold blast by keeping the lights and heat on as the power grids had to rely on coal and oil that would not have been available if Kamla Harris was elected President That more than likely saved lives during this record blast.

But it goes beyond that to the reality that the US is going to need more production to power the future , not to mention keep us warm in the future.

Don’t just take my word for it. As Tsvetana Paraskova reported over at Oil Price, the march of global energy demand isn’t slowing down anytime soon. Despite all the headlines about the energy transition, oil demand is set to stay north of 100 million barrels per day all the way through 2040.I would not be surprised if its higher, as the real drivers a like artificial intelligence, a record pace in building out data centers, and booming growth in emerging markets will keep demand rocking.

She Quotes Sultan Al Jaber, CEO of ADNOC, is sounding the alarm: the world’s appetite for electricity and LNG is set to jump by at least 50%, and keeping the lights on is going to take a whopping $4 trillion every year in energy investment—across the board.

Al Jaber didn’t pull any punches, warning that the real danger is not oversupply, but the risk of underinvestment. In fact, as he put it late last year, advances in AI and the explosion in data centers mean we’re talking about $4 trillion needed annually to keep up. Or, as Al Jaber said in November, “you can’t run tomorrow’s economy on yesterday’s grid.” That’s $4 trillion a year for grids, data centers, and every energy source under the sun. Big oil producers have been beating this drum for years: we need to step up investment in supply if we want to keep pace with the world’s ever-expanding energy needs.

Reflecting on the early days of the shale revolution, I argued that even with low prices and high U.S. production, continued investment in oil and gas was necessary. Many doubted this, believing an abundant supply meant prices would remain capped by shale output. I disagreed with both peak oil and peak demand predictions, and now it is increasingly evident to forward-looking individuals that these We are going to need more investment not less and that’s why it’s so important that president trump’s energy policies came into play at a time where we’ve lost so much valuable time with Joe Biden’s green energy fantasies.

I think, in the meantime, oil is getting a boost from the cold weather and the weak dollar, but it’s also getting a lift because President Trump said that Iran is running out of time.Bloomberg Reported that President Donald Trump warned Iran that time is running out to make a deal with the US, noting that a fleet of US warships entering to the region is ready to complete their mission “with speed and violence.”

Trump said in a social media post that he wants Iran to come to the table and negotiate a “fair and equitable deal — NO NUCLEAR WEAPONS,” and said an attack would be far worse than the strikes Trump ordered on Iran’s nuclear program last June.Trump also said that a massive armada is heading to Iran. It is moving quickly. Next attack on Iran will be far worse.No time left for you On my way to better things No time left for you I’ll find myself some wings No time left for you Distant roads are calling me No time left for you.

Another win for US energy consumers because of Trumps policies. Reuters reports U.S. demand for imported fuel oil is set to fall this year as refiners snap up new flows of heavy Venezuelan crude, yielding more domestically produced fuel oil that can be processed into higher-value products such as gasoline and diesel.

The ouster of Venezuelan President Nicolas Maduro in early January is expected to shift global oil flows as more supply from the South American country enters the market. This is creating new opportunities for complex U.S. refiners, particularly on the Gulf Coast, which have plants configured to run heavier crude slates and equipped with secondary units to upgrade the fuel oil they produce.We predicted that this would happen

 They Can’t Quit It , Reports saay that Georgia’s imports of Russian gas rose sharply in 2025, with newly disclosed pricing showing higher costs than in previous years. The leak has sparked political backlash, as critics warn of renewed dependence on Gazprom and heightened risks of corruption and leverage. Authorities have launched a security investigation, framing the disclosure as a cyber incident rather than addressing the substance of the pricing shift. Officials are in damage-control mode in Georgia after the supposed unauthorized publication of a late 2025 state decree showing that the government’s reliance on Russian natural gas imports is growing and Tbilisi is now paying more for Russian imports than it has in the past.

Nat Gas futures went on a tear but are pulling back as the weather eases but may resume is temps get cold again Nat gaswent tolevels we haven’t seen in years as a perfect storm of squeezed supply and surging demand sets the stage. If you think U.S. LNG exports are immune, guess again—feedgas to those export terminals has dropped to yearly lows, and the ripple effect is hitting hard overseas, sending European prices skyward. Sure, we saw a little bounce in production by late January but make no mistake: the threat of more cold in the Appalachian region means we’re not out of the woods yet.

Market watchers are glued to the freeze-off numbers, watching cumulative losses tip over the 100 billion cubic feet mark. There’s some improvement, but the risk of fresh disruptions still hangs over the market like a winter storm cloud. Natural gas isn’t just a story—it’s a rollercoaster, and right now, everyone’s along for the ride.

Industry voices emphasized resilience in key areas like Texas, where production held near 28 Bcf/d despite a 7-10% dip, supported by storage withdrawals and dispatchable generation.

But it’s going to come down to weather. The key thing for the natural gas market is that after the warmup, it stays warm, but some folks are calling for another blast of cold after the warmup, which could send prices rising. We’re getting close to the February natural gas expiration, which is going to create some extreme volatility, but March may play catch-up if the temperatures start to plummet again. If they don’t, then March will sell off.

Fox Weather is reporting that As much of the Northeast digs out from the biggest snowstorm in half a decade, New York, Philadelphia, and Boston could all be on track to see another major system on its heels. That could flip gas again

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