In the wake of the US presidential election, and as the composition of the US Senate remains in the balance, investors and analysts are struggling to understand what the US climate, energy and environmental policy landscape will look like over the next four years.
The President-elect has made clear that the US will rejoin the Paris Agreement on Climate Change, but unfortunately, we don’t have a crystal ball on other announcements. But we can look back over the recent past at the evolution of the US green economy to try to draw some conclusions about the sector’s prospects—despite uncertainties around the direction and detail of federal policy.
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