2023 Policy Forecasts
Welcome to Capstone’s annual forecast of unappreciated policy and regulatory themes companies, investors, and, industries should expect to play out over the course of the year.
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Our Latest Insights
Expect More Policy-Driven Volatility from Reciprocal Tariffs
April 4, 2025 By Alec Vaughan, Capstone Special Situations Analyst While there is room for negotiation to reduce the reciprocal tariffs imposed by President Trump on April 2nd, policy-driven volatility will keep the market sell-off from quickly reversing course. We...
Data Centers, Geopolitics, and Other Emerging Trends from CERAWeek
March 25, 2025 By Daniel Silverberg, Head of Capstone's Corporate Practice Capstone was on the ground at CERAWeek—the world's premier energy conference, a gathering of industry leaders, policymakers, and experts to discuss and shape the future of energy—in Houston...
Swinging for the Fences: The EPA’s Gamble on Environmental Policy
March 17, 2025 By Walker Livingston and Charlotte Jenkins, Capstone Energy Analysts Above, where seated in his tower,I saw Conquest depicted in his powerThere was a sharpened sword above his headThat hung there by the thinnest simple thread. - Chaucer, Canterbury...
