What we think Trump Presidency means; energy industry give & take

• In a historical upset Donald J. Trump will be our 45th president of the United States (POTUS) of America
• Energy industry is likely to see some benefits but also incur some detriments, in our opinion
• We believe that a Trump presidency is bad for commodity prices (except coal), so good for consumers
• We look for some specific energy policies to be instituted that would drastically change US energy policy instituted over the last 8 years, in particular, we believe that Clean Power Plan (CPP) is dead
• Infrastructure spending looks to be increasing
• We look for Yucca Mountain to be relicensed to accept nuclear waste

Continue Reading →