COLUMN: The UK has broken a taboo: Driving EVs won’t be tax free. What follows is an experiment every other Western government will pay attention to. Still, another truth remains unspoken: EV taxes will rise, and quite significantly. Link in reply | @Opinion

CHART OF THE DAY: Compared to the early 2000s, US natural gas prices remain low, but compared to the last decade they are on the highside (and they much higher than at any point during Trump's first term) The US benchmark is trading close to $5.5 per mBtu.

Overnight, the White House released its new "National Security Stratregy" document (link in thread) Several interesting comment re: energy, commodites, and climate change. The tone is similar to what we have already heard from Trump: fossil fuels-centered energy dominance. 1/5