Shifting Gears in Environmental Policy: Federal Slowdown, State Action
Capstone believes that although federal environmental regulations will slow with the incoming Trump administration, regulators will likely not fully roll back Biden-era PFAS rules—a positive for utilities and waste management companies. However, blue states are likely...
Power Moves: How Trump’s Agenda Will Shape a Fossil Fuel Revival
Capstone believes the Trump administration will lean heavily on executive action to implement its energy agenda. Looking at Congress, with slim majorities and a host of priorities outside of energy, we believe Republican lawmakers will shy away from major action on...
Three Factors That Will Drive Trump’s China Policy
We have been extensively analyzing the potential direction of travel for Trump’s China policy for companies and investors, particularly on industrial policies such as enhanced export controls on US goods, a potential import ban of Chinese technology, and sectors most...
The Rise of Loper Bright: The Coming Political Tug of War Amid the Death of Agency Deference
It can be tempting to think of the ruling in Loper Bright Enterprises v. Raimondo — which consolidated the Supreme Court’s erosion of four decades of deference to federal agencies — as the end of a regulatory era. But at Capstone, we believe it is just the latest...
