Rep. Schneider: Affordability agenda ensures the economy grows in a way that lifts up all boats

Speakers

Rep. Schneider — Congressman (D-IL), Chair of New Democrat Coalition

Summary

The "New Dems" coalition (150 moderate Democrats) is positioning itself as a decisive voting bloc, actively partnering with Republicans to oppose broad tariffs (specifically citing the Canada vote).
A core legislative priority is "Permitting Reform" to accelerate energy projects, with a specific goal of tripling distribution capacity over the next decade.
The coalition is pushing a "4 million homes" supply target, advocating for federal incentives to override local/state zoning and regulatory hurdles to lower building costs.

Trade Ideas

Ticker	Direction	Speaker	Thesis	Time
TAN /FAN /ICLN /GEV	LONG	Rep. Schneider Congressman (D-IL), Chair of New Democrat Coalition	"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.	—
EWC /FXC	LONG	Rep. Schneider Congressman (D-IL), Chair of New Democrat Coalition	"Vote last night to... oppose the tariffs against Canada... I expect there will be [more such votes]... Tariffs are a tax... not the way to go here." A growing bipartisan coalition in Congress is actively blocking the Executive Branch's tariff threats against key allies like Canada. This legislative check reduces the tail risk of a trade war, bullish for Canadian equities (EWC) and the Canadian Dollar (FXC) which suffer under tariff uncertainty. LONG Canadian assets as political opposition to tariffs solidifies. The President bypasses Congress using emergency powers; tariffs are implemented despite legislative opposition.	—
HOMEBUILDERS	LONG	Rep. Schneider Congressman (D-IL), Chair of New Democrat Coalition	"We want to see more than 4 million homes built in the near future... We need to lower the cost to build a home... reduce home building regulations." The coalition's "Affordability Agenda" focuses on supply expansion rather than just demand subsidies. Federal efforts to "clear obstacles" and incentivize local zoning reform favor large-scale homebuilders capable of delivering volume (4M target) efficiently. LONG Homebuilders (e.g., DHI, LEN) as beneficiaries of supply-side policy support. Interest rates remaining high; local municipalities resisting federal pressure on zoning.	2:14