California Gov. Gavin Newsom’s energy policies are being scrutinized for their impact on the state’s economy and national security. His regulatory framework has driven over 360 energy companies from the state, contributing to soaring gas prices and a sharp decline in oil production. As of 2024, California has lost nearly 128,000 barrels of oil per day in production since 2018, despite holding the fifth-largest petroleum reserves in the nation. This has significantly increased the state’s reliance on foreign oil sources, with over 60% of crude oil now imported, including a substantial portion from Brazil and Iraq. These policies have created a fragile energy supply chain and raised concerns about long-term economic and security implications.
Newsom’s approach has also led to a collapse in California’s refining capacity. By early 2026, the state is projected to lose nearly 20% of its remaining refining capacity, which could result in blackouts, price spikes, and fuel shortages. This decline is exacerbating the financial strain on operators of California’s pipelines, many of which now operate at only 50% of their intended capacity, with monthly losses exceeding $2 million. The San Pablo Bay Pipeline, operated by Crimson Midstream, is at risk of shutting down in the new year, further threatening the state’s fragile energy stability.
These energy shortages are not only affecting everyday consumers but are also posing risks to military readiness. California hosts numerous U.S. military installations, including those under the Indo-Pacific Command. The state’s refineries are essential for producing specialized aviation fuels that support military operations. However, with two recent refinery closures, the production of jet fuel has dropped by an estimated 600,000 gallons per day. This reduction undermines the ability of U.S. forces to deploy effectively in the Indo-Pacific region, as military readiness is closely tied to consistent fuel supply.
Newsom’s policies have drawn criticism for their broader implications on national security and economic stability. The article argues that his focus on appeasing his progressive base has led to an energy crisis that threatens California’s economy and the nation’s defense posture. The call to action includes increasing domestic energy production, streamlining permitting for oil and gas projects, and collaborating with Congress and President Donald Trump to restore energy independence. The article concludes that without immediate reforms, California’s energy future and national security are in jeopardy.