Winners and losers in Trump’s energy agenda, with Mike McCormick

Let’s Talk Energy and discuss the impact of US President Donald Trump’s policies on the global energy industry. Noah is joined by Mike McCormick, Partner in Rystad Energy’s Advisory practice and lead author of our Trump & Energy report series. Energy has been at the center of Trump’s economic and trade policies since taking office for a second time. Clear winners and losers are emerging. Trump’s cuts to clean tech subsidies may slow some industries like offshore wind, but in other green energy sectors like solar, advances in technology and cost decreases may outweigh a lack of government support. US LNG exports have taken center stage in trade negotiations, but tariffs could increase costs for new projects. Can Trump unleash American energy without increasing domestic energy prices?NOTE: At 28:08, Mike McCormick refers to the construction of the Mountain Valley Pipeline; this should be the Coastal GasLink Pipeline.  Join us next week for another episode of Let’s Talk Energy, and remember to subscribe, rate, and review to help us provide you with more valuable insights in the future. Additional reading: 'Trump and Energy' special report series  (accessible for non-clients)Trump and Energy - Third Edition  (clients only)Deep Dive Report: Tariff impact on supply chains  (clients only)OBBBA to reduce shale breakevens, but paradigm shift for Lower 48 unlikely  (clients only)North American LNG: Contracting jumps but each FID makes the next tougher (clients only) Sign up for our upcoming Rystad Energy Summits in Houston, London and Singapore. Let’s Talk Energy is a Rystad Energy Production. Produced by: Laura Rodriguez Skaug & Både Og .Executive producers: Noah Brenner, Elliot Busby, Evodie Fleury-Greaker & Erik Means. Follow us onLinkedInYouTube InstagramX