FCC’s Years-long Deregulatory Push
June 30, 2025 By Matt Wiederrecht, Head of Capstone’s Special Situations Team We believe the Federal Communications Commission (FCC) will kick off a two-year trend of deregulatory actions at its June open meeting. Broadcasters, such as Sinclair Broadcast Group...
Trump, Iran, and the GOP’s Foreign Policy Crossroads
June 16, 2025 By Daniel Silverberg and Elena McGovern, Co-Heads of Capstone’s National Security Team As Israel’s strikes on Iran show no sign of letting up, Donald Trump is sending mixed signals—calling the attacks “excellent,” yet urging de-escalation and for Iran...
Why Foreign Entity Rules Could Upend Energy Tax Credits and More
June 9, 2025 By Charlotte Jenkins and Andrew LaScaleia, Capstone Energy Analysts Since Trump first took office in 2017, his administration and Congress alike have asked US companies to reduce their reliance on Chinese suppliers and investors. With the One Big...
Data Centers, AI, and the Fierce Arms Race Playing out in State Capitols
June 2, 2025 By Kennedy Nickerson and Josh Price, Capstone energy analysts You can’t talk about energy policy these days without talking about artificial intelligence (AI) and data centers. Considering the vast amount of electricity they can consume, the frenzy makes...
