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Feb 12
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$23.02
$23.63
+2.6%
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SHORT
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Donald Trump
President of the United States
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"You see it with the blackouts all over where they don't use it, where they went to wind, intermittent wind, which is weak and ineffective and very, very costly." The President is explicitly hostile toward wind energy, labeling it "ineffective." The repeal of the Endangerment Finding provides the legal cover to strip subsidies (ITC/PTC) and prioritize baseload fossil power over renewables. Without federal support, the unit economics of wind projects deteriorate. SHORT wind and broad clean energy ETFs. Private sector demand for renewables (hyperscalers/AI data centers) may sustain growth regardless of federal policy. |
Bloomberg Markets
Trump Announces Repeal of Climate Endangermen...
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Feb 12
|
|
$23.02
$23.63
+2.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - FAN
Sustainable Investment Insights - Bi-Annual R...
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Feb 12
|
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$23.02
$23.63
+2.6%
|
LONG
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Rep. Schneider
Congressman (D-IL), Chair of New Democrat Coalition
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"We know we need to increase energy production... includes solar. That includes wind... expect that that's going to require tripling our distribution capacity over the next decade." The Congressman explicitly links "affordability" to supply-side deregulation in energy. A bipartisan push to streamline federal permitting from "a decade" to "18 months" would unlock a massive backlog of renewable projects and grid modernization (distribution), directly benefiting solar/wind manufacturers and grid infrastructure providers (GEV). LONG renewable and grid infrastructure plays as permitting reform gains bipartisan traction. Legislative gridlock; environmental groups blocking specific streamlining measures. |
CNBC
Rep. Schneider: Affordability agenda ensures ...
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Feb 11
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$23.25
$23.63
+1.6%
|
SHORT
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Doug Burgum
US Secretary of the Interior
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Burgum cites a classified report stating offshore wind causes "radar interference above the water and sonar interference below," labeling it a "National Security risk" and confirming the administration will appeal court rulings to reinstate stop-work orders. While economic arguments (subsidies) can be debated, a "National Security" designation is a regulatory kill-switch that is difficult to fight in court. If the DoD opposes offshore wind, permits will be revoked or denied, stranding billions in capex for developers. SHORT / AVOID. The sector faces not just subsidy removal, but an existential permitting ban. Courts may rule against the administration's national security claims; state-level mandates could sustain some projects. |
Bloomberg Markets
Coal Kept the Lights On During Storms, Burgum...
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