Zeus: 5 things climate investors should watch for in Trump's second term
Energy security will be the theme, and it will include renewables.
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(David Callaway is founder and Editor-in-Chief of Callaway Climate Insights. He is the former president of the World Editors Forum, Editor-in-Chief of USA Today and MarketWatch, and CEO of TheStreet Inc. His climate columns have appeared in USA Today, The Independent, and New Thinking magazine).
SAN FRANCISCO (Callaway Climate Insights) — Donald Trump’s stunning comeback victory this week rattled the world and will set the U.S. on a four-year course of chaos and power-grabs when he becomes president again in January. But it’s not a death knell for climate investors, simply a different opportunity.
This newsletter was born during the first Trump presidency and will be here long after he is gone, as will climate change. Investment themes are constantly evolving and Trump’s expected plans for the U.S. economy and geopolitics will create new ones even as they destroy others.
With the stock market at record highs after the election and the dollar surging, here’s our take on what clean energy investors can initially expect.
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