WSJ Opinion: Potomac Watch

National Security Concerns from California to Social Media

7 snips
Mar 20, 2026
Discussion of federal moves to restart offshore oil operations amid California’s shrinking crude production and rising import reliance. Examination of how refinery and pipeline closures could strain military fuel readiness. Debate over whether state regulations weaken national-security posture and political implications for a governor’s national ambitions. Concerns about AI-generated video propaganda spreading on social platforms during conflicts.
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INSIGHT

Federal Action Restarted Stranded Offshore Oil

  • California's offshore federal production sits idle because state permits block pipeline reopening.
  • Energy Secretary Chris Wright invoked the Defense Production Act to restart Sable Offshore Corps operations citing rising foreign crude dependence and military fuel vulnerabilities.
ADVICE

Fix Policy Not Just Supply With Federal Orders

  • Federal intervention is justified but suboptimal; the better fix is California policy reform to reduce extreme regulatory burdens.
  • Bill McGurn argued California's strict rules raise costs and drive out working- and middle-class residents, worsening vulnerabilities.
INSIGHT

Clean Fuel Rules Cannibalize Military-Usable Supply

  • Regulations like the low carbon fuel standard and cap-and-trade made refinery upgrades uneconomic, prompting closures or conversions to renewable diesel.
  • Renewable diesel doesn't substitute for military fuel needs during conflict, forcing imports with long lead times.
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