5 truths the climate cult can’t bury any more

“Peak oil” isn’t real. “Energy transition” isn’t happening. And the people claiming otherwise can’t even tell you the difference between a man and a woman.

Everything, everywhere, has become upside down. Wind on, wind off. Coal out, coal in. Up is down. Down is up. And the loudest activists insist we are seconds away from climate Armageddon unless we obey their every whim.

But whether anyone wakes up or not, the reality is the same: Fossil fuels will lead the energy future because no alternative can meet human need.

A political scientist calls this polarization. A driller and fracker like me would call it something else: BS.

Energy isn’t political. The world runs on it. And whether the professional hand-wringers like it or not, the world still needs us. So let me spill the beans.

Truth No. 1: The world needs more oil, and only we can deliver it

Under Joe Biden’s administration, oil and gas became the national punching bag. The Inflation Reduction Act jacked up federal royalties by a third. Banks and hedge funds blacklisted producers. Universities, churches, and even the pope lectured the industry.

Meanwhile, Ivy League dilettantes wrote policies so dumb they managed to create debt without decreasing emissions or improving the environment.

The same people who shriek “climate denialist” invented their own version of denial — blind faith in renewables and a refusal to acknowledge battery production’s ugly realities: strip mining, deforestation, acid rain, toxic sludge, heavy metals. All the things they accuse us of, they are doing at scale.

The irony is unbearable. And the truth they hate is simple: Without oil and gas, there wouldn’t be a tree or whale left alive.

Natural gas displaced coal and drove down atmospheric carbon dioxide. High-rate fracking kept lights on, raised life spans, and offered Sub-Saharan Africa its only shot at prosperity.

But the sniveling green fussbudgets? They don’t care about prosperity. They care about performance art. How exactly do they think humanity survives without fossil fuels? How do they think poor families can afford electricity under California-style economics and the onslaught of artificial intelligence?

Alexandria Ocasio-Cortez told us the world ends in 2030. We’re halfway there. But Bill Gates now says we’re cool. So which is it?

Truth No. 2: Even ‘clean’ energy pollutes

I know fossil fuels pollute. So does every other energy source. Prospecting, drilling, producing, transporting, refining — yes, there is impact. That is Big Oil’s dirty truth.

But Big Shovel’s “clean energy” comes with its own filth: strip mines, solar dead zones, toxic smelting, and oceans of waste. Those industries just hide it better, with political cover from bought politicians and media stenographers who won’t touch the cons.

Humans need energy. Energy creates pollution. So the question isn’t whether we pollute.It’s how we keep 10.3 billion people alive in the next 50 years.

And right now? Renewables are a rich man’s game.

Africa proves it. Over 20% face hunger every day. Cheap, abundant energy could fix it. But activists want to force the people into windmills and solar panels whose components are dug out of slave-run mines.

Look at our southern border. Millions are pouring north not for “equity,” but because America has the best quality of life on Earth — which exists because we consume more energy than anyone.

Energy means survival, prosperity, and dignity for billions of people.

Truth No. 3: The haters suddenly need us again

Oil producers aren’t hated as much now — we’re just disliked. I’ll take it.

Even Silicon Valley is crawling back. Its AI data centers run on natural gas. Funny how the moral sermons stop the moment the servers start overheating.

Remember Engine No. 1, the ESG crusaders who infiltrated Exxon’s board to “transition” it? Four years later, they’re trying to take over Chevron … to buy natural gas.

Money talks. Ideology walks.

Truth No. 4: Oil is hurting, but opportunity is coming

Prices are descending. Layoffs are beginning. At $60 oil, we’re stuck in neutral. At $50, we hit reverse. And if we go down, so does steel — each horizontal well uses five miles of it.

But downturns create opportunities. Out-of-favor assets become bargains. And I’m betting on growth now, not later.

Because within a year, oil may flip into contango — where future prices rise above today’s. Why? No spare capacity, underinvestment, poor exploration results, the coming twilight of U.S. shale, and low reserves will finally move prices up.

Even with short-term builds of 2 to 4 million barrels per day, prices are holding. In real demand destruction, we’d be in the 40s. We’re not. Because the world still needs more oil.

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China’s demand is climbing. India’s demand is just beginning. U.S. consumption is higher this year than in recent years. Europe is crawling back to coal, oil, and gas.

OPEC and the International Energy Agency — some of the greenest bureaucrats alive — both agree: The world will need 123 million barrels a day within 20 years. That’s up from around 105 million barrels today.

And don’t forget: Oil declines 5% per year if not replenished. You need over 5 million barrels per day just to stay even.

Truth No. 5: Reality always wins

In a world with rising demand and shrinking supply, something’s got to give. Maybe the ideologues will finally admit we need every energy source. Maybe the public will tire of being lectured by activists gluing themselves to asphalt. Maybe logic returns.

Maybe — just maybe — we stop treating oil like a villain and start treating it like civilization’s backbone.

But whether anyone wakes up or not, the reality is the same: Fossil fuels will lead the energy future because no alternative can meet human need.

You can deny reality. But reality won’t deny you.