FCC’s Years-long Deregulatory Push
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 (SBGI), will be the biggest winners, as the regulatory environment will likely lead...
Trump, Iran, and the GOP’s Foreign Policy Crossroads
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 to return to nuclear negotiations with the US. Trump still wants a nuclear deal, and Tehran has...
Why Foreign Entity Rules Could Upend Energy Tax Credits and More
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 Beautiful Bill Act, Congress is no longer asking. To hear it from House Republicans, the...
Data Centers, AI, and the Fierce Arms Race Playing out in State Capitols
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 sense. In Texas alone, the grid operator anticipates that data center load...
