COVERAGE AREA and macrothesis

President Donald Trump has not stated his explicit opposition to renewable power, but his policies have potential to create green energy headwinds. For one, support for keeping existing coal-fired and nuclear generation online – whatever form it might take – could put downward pressure on electricity markets that are already long on supply. Likewise, an America First energy trade agenda has potential to put all energy resources at risk, beginning with imported renewable power generation equipment this year.

That said, states largely retain primacy over their generation preferences. Moreover, a regulatory “rollback rebound” appears to be underway in that the President’s deregulatory agenda may be encouraging green-leaning states to strengthen policies that drive renewable power buildout. Not to be overlooked, consumer and corporate clean power demand continues to shift the market towards solar and wind energy (and, to a lesser extent, nuclear power). In an ironic twist, President Obama explicitly advocated for renewables even as he presided over unprecedented U.S. oil and gas production growth. In a similar vein, President Trump’s pro-fossil stance seems likely to coincide with continued – and perhaps accelerated – greening up of the U.S. grid.

Our power alternatives coverage gauges state and federal policies governing zero-carbon generation, renewable power, storage and building and appliance efficiency. Clients receive as-needed research notes, reports and flash blasts. In addition, our monthly Regulated Energy Playbook for investors outlines key themes, examines recent legislative, regulatory and judicial developments and presents forward-looking assessments of coming events.

Updated: January 8, 2018