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TD Cowen Insights
Donald Trump & The Republican Party Swept The 2024 Election Cycle. What's Next For Energy And Transport Policy?
Nov 25, 2024
21:36
Recorded on 11/12/24
TD Cowen Washington Research Group analyst John Miller speaks with D.C. insiders Alex McDonough of Pioneer Public Affairs and Kellie Donnely of Lot 16 to unpack next steps for Democrats (Biden's 'lame duck' + medium-term party outlook) and Republicans (Trump's de-regulatory priorities and Congressional IRA repeal plans) through year-end 2024 and into 2025. Expect concentrated policy risk in the EV sector, opportunities in grids, manufacturing, and power generation.
https://go.td.com/PodcastDisclosure
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