There are many issues of import. He will have to show confidence on all of them, especially the War on Terror, but also the impending oil crisis.
Evidently, he's going to say that we are addicted to oil and propose ways to break the addiction.
I don't mind being addicted to oil, it just needs to be OUR oil. If an alternate source of energy comes along to replace oil, great, but we need to start exploring areas like ANWR. I know Bush has proposed this, but I can't believe it hasn't happened yet, especially since 9/11.