What can energy investors expect from Trump 2.0?

In today’s issue:

• Things are about to get very interesting indeed for energy investors
• Can green stocks survive a Trump presidency?
• What matters more for investors – policies or markets?

In the aftermath of last week’s election victory for Donald Trump, we know one thing for certain – things are about to get very interesting indeed for energy investors.

US energy and environmental policy will be both shaken and stirred once the president-elect takes office in January, with sweeping implications for fossil production, renewable energy and the nation’s power plants.

After all, Trump campaigned on an aggressively pro-fossil-fuel agenda, promising to repeal the Inflation Reduction Act, Joe Biden’s landmark 2022 climate law, and roll back Environmental Protection Agency rules governing power plant and car and truck pollution.

But what will this mean for energy investors? Is there any hope for the renewable sector Trump has labelled part of the “green new scam”? And can Trump really vastly improve the outlook for US crude stocks or will the market dictate what happens next? What about nuclear?

If you’re interested in the answers to such questions, then check out this video where Kit Winder and I talk through the likely winners and losers of Trump 2.0.

While we’re on the subject of energy, make sure to check out what my colleague Sam Volkering to say on the subject of nuclear right here. He believes we could be on the verge of a full-blown nuclear energy boom – and wants to show you how you could take advantage. It’s well worth a peek.

Until next time,

James Allen
Contributing Editor, Fortune & Freedom