How a second Trump administration might risk the investment case for green energy

Contributing sentiments towards policy:

53% : "In general, there's some bipartisan support with the imbalance of how much influence China has in the key industries for the clean energy transition, and one would likely see that Trump plans to go even more extreme on those measures."
44% : But former President Donald Trump has pledged to raise U.S. tariffs on Chinese exports and roll back subsidies and tax breaks for alternative energy companies in a second term -- which many analysts assume would hurt a sector that depends on cheap supply chains from China.
39% : That's because Trump has called for higher duties on imported goods -- threatening to impose tariffs of 60% or more on Chinese products and throwing up a roadblock to increased use of renewable energy in the U.S. China controls 90% of the world's battery storage manufacturing, critical for lithium-ion batteries used in vehicles.
39% : While the Biden administration has enacted limited tariffs aimed at strengthening domestic green energy suppliers, analysts believe Trump's proposal to widen tariffs could damage a sector that's always highly sensitive to government policies. '
39% : Nonetheless, given a focus at the Republican National Convention on ending the "Green New Scam," Wolfe Research believes Trump is serious about ending investment and production tax credits that benefit solar projects under the IRA.
38% : The research firm also noted that, although "Trump has promised a reorientation of policy away from clean energy and toward traditional energy, the actual policy outlook is much less clear than the rhetoric," analyst Tobin Marcus wrote in a recent note.
38% : Sector views Sustainable energy stocks came under particular pressure following the presidential debate between Biden and Trump in late June, as opinion polls pointed to a higher likelihood of a Trump victory.
31% : On the other hand, electric vehicle and battery subsidies could be revoked in spite of Elon Musk's endorsement of Trump -- which would threaten the entire web of EV companies, Baird said.
25% : Trump has called to roll back the IRA if he wins another term.

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