How Trump’s Next Intel-Like Stake Could Pay You
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Markets and Policy
When Science Is Under Siege, Dirty Industry Cheers
Policy changes are rewriting the climate playbook in real time, and as oversight eases, some sectors regain breathing room. Here are the winners as the carbon economy stages a comeback.
By Joseph Sherman
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Climate scientist Michael Mann stepped down as vice provost for climate science at the University of Pennsylvania, citing conflict with the school’s new climate neutrality policy. His resignation comes just as President Trump calls climate change a “con job” and the Department of Energy begins canceling billions in clean-energy grants. It’s a one-two punch that signals Washington’s sharp pivot away from climate-first governance.
The immediate headlines focus on ideology, but investors should look deeper. The retreat from climate science is a clear market signal, and certain sectors are already cashing in.
The Impact of the Climate Policy Rollback
The dismantling of science-driven regulation redistributes risk and reward across entire industries. While environmentalists see loss, investors see opportunity.
Fossil Fuels Reclaim the Field
When the lab lights go out, the drill rigs light up. The administration’s push to weaken the EPA’s 2009 finding on greenhouse gases reopens the door for aggressive oil, gas, and coal expansion. With $7.6 billion in clean-energy awards canceled, traditional energy producers regain ground they lost during the decarbonization era.
Investors can expect rising drilling activity, cheaper compliance costs, and higher profit margins for oil, gas, and coal. And all this is driving capital from renewable-energy stocks into legacy energy companies.
Automakers Get a Tailpipe Reprieve
Trump’s EPA is rolling back vehicle emissions rules, scrapping EV mandates, and shelving 2030 targets. That saves automakers billions in research and development as well as compliance costs. Manufacturers like Ford and General Motors now face fewer constraints on internal combustion production and can redirect capital toward profitability instead of regulation-driven EV lines.
Coal Mining and Heavy Industry Get Breathing Room
The federal government has resumed leasing for coal mining, and Congress has boosted mining by reducing the mining royalty rates paid to states by 25%. Looser environmental enforcement also benefits steelmakers, cement plants, and freight rail, which depend on high heat, heavy energy, and fossil inputs.
When Regulators Roll Back, Dirty Industry Rolls Forward
There is a clear bottom line to all this. By sidelining scientific review panels, the administration gives private-sector lobbyists greater influence in the development of environmental rules. Fewer data-driven hurdles mean faster approvals for infrastructure, mining, and industrial projects.
The Carbon Economy Playbook
Washington’s reversal on climate policy is remapping the market. Following the resignation of climate scientist Michael Mann and the cancellation of billions in clean-energy grants, fossil fuels, heavy industry, and freight are regaining dominance. The carbon economy’s comeback is clear, and investors are already positioning for it. Click below to see why we picked these winners:
Bottom Line
The current policy environment is creating a noticeable shift in market dynamics. Investors should be aware of the cyclical nature of these beneficiary industries and plan their investment accordingly.
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