Cutting subsidies and slashing regulation. Trade barriers and low interest rates. What do President-elect Trump’s policy prescriptions for the US economy mean for infrastructure investment?

Expect regulatory rollback across the board - clean power, GHG financial disclosure, environmental permitting, among others. This should ease the administrative burden and wait times for project developers - particularly if, as expected, Congress moves to enact a comprehensive permitting reform package. Trump's commitment to tariff maximalism remains an open question but we do have [...]