News Brief

February 26, 2026

Trump makes misleading energy claims in his State of the Union address

This week, President Donald Trump delivered the second State of the Union address of his second administration and touted record natural gas and oil production as part of his “drill, baby, drill” agenda.

“American oil production is up by more than 600,000 barrels a day, and we just received from our new friend and partner Venezuela more than 80 million barrels of oil,” Trump said during his address to Congress and the public. “American natural gas production is at an all-time high because I kept my promise to drill, baby, drill.”

Some of his boasts were misleading, however. According to data from the Energy Information Administration, the Trump Administration has experienced the same upward trend of rising domestic oil and gas production that started around 2005-2007 with the “shale revolution” of expanded hydraulic fracturing and rose sharply under Presidents Obama and Biden.

The Trump Administration has taken actions to pursue his policy of “energy dominance.” He issued executive orders titled “Unleashing American Energy,” which asks agencies to rescind regulations on domestic energy production, and “Declaring a National Energy Emergency,” which seeks fast-track regulatory approvals  for infrastructure projects.

But there is no evidence that the U.S. is or was experiencing an “energy emergency.” Oil and gas production under President Biden reached record-breaking levels and the Trump Administration has been working to halt fast-growing solar and wind energy projects.

The president exaggerated progress on gasoline prices over the last year.  He said during his speech that gasoline “is now below $2.30 a gallon in most states. And in some places, $1.99 a gallon.”  But according to the American Automobile Association’s national database, the current national average is $2.98 per gallon, which is only 5 percent lower than the $3.14 average a year ago.

In his State of the Union Speech, President Trump implied in his speech that electricity prices for consumers have fallen under his leadership. “Nobody can believe when they see the kind of numbers, especially energy. When they see energy going down to numbers like that,” Trump said. “It’s like another big tax cut.”

But electricity bills for U.S. consumers actually increased 11 percent during the first year of Trump’s second term. The rapid growth of data centers for artificial intelligence has been raising electricity bills for many consumers.

To address this, President Trump said that he will now be requiring data centers to build their own power plants, so they don’t compete with consumers on the electricity grid.  “We’re telling the major tech companies that they have the obligation to provide for their own power needs,” Trump said. “They can build their own power plants as part of their factory, so that no one’s prices will go up.”

But his speech did not include specifics about how, exactly, the federal government might require this or how practical or enforceable such a mandate would be.

For the full State of the Union Address, click here.

For data from the Energy Information Administration, click here or here.

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