CALGARY, Alberta (May 21, 2025) — Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the most trusted energy-dedicated SaaS company that leverages generative AI across its solutions, today announced the release of “How the Trump Administration Is Reshaping Energy Markets.” This new e-book explores the evolving regulatory, trade and industrial policy landscape under the Trump administration and its implications for global energy markets.
The e-book provides a comprehensive look at how recent policy shifts are influencing energy infrastructure, commodity markets and investment strategies.
“This e-book offers a forward-looking perspective on how energy markets are adapting to a new policy environment,” said Ian Nieboer, lead author and head of Energy Transition Research for Enverus. “From infrastructure to innovation, the sector is navigating both headwinds and tailwinds as it repositions for long-term resilience.”
Key insights include:
- Rising to the challenge: A shift from “drill, baby, drill” to “build, baby, build” is accelerating infrastructure development and supporting baseload power sources like gas, geothermal and nuclear.
- Growing hesitations: Uncertainty around funding is slowing momentum for CCUS and hydrogen technologies, despite continued tax credit support.
- A softer glide: Oil demand growth is moderating amid economic headwinds and shifting OPEC strategies, creating a softer price outlook through 2026.
- Riding the wave: Natural gas is emerging as a bright spot, buoyed by LNG export demand and tightening supply, with prices expected to remain strong through the decade.
- Power demand surge: The rapid expansion of AI-driven data centers is reshaping power demand dynamics, creating new challenges and opportunities for energy providers.
EIR’s analysis pulls from a variety of products including Long-Term Power Market Forecasting, Enverus Foundations® | Carbon Innovation, and Oil & Gas Research.
About Enverus Intelligence® Research
Enverus Intelligence ® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts; and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. Enverus is the most trusted, energy-dedicated SaaS company, with a platform built to create value from generative AI, offering real-time access to analytics, insights and benchmark cost and revenue data sourced from our partnerships to 95% of U.S. energy producers, and more than 40,000 suppliers. Learn more at Enverus.com.
