Energy Transitions podcast: Trump 2.0 - Navigating the energy policy puzzle

Since Donald Trump took office on 20 January 2025, the significant number of executive orders and policy changes has left no doubt as to the president's keen pursuit of US energy dominance, a situation which has created an uncertain landscape for investors and energy players around the world.

In this episode of the Energy Transitions Podcast, Pamela Largue speaks with Kenneth Irvin, Partner and Co-Chair of the Energy Practice Team at Sidley, to unpack the policy changes that have had the biggest impact domestically and abroad. Irvin considers the knock-on effect of declaring an energy emergency and explains why he believes there is still hope for renewable energy in the US.

In this episode you will learn more about:

• The stand-out policies and executive orders passed in the first month of Trump's presidency;
• The potential impact of Trump's America-first policy reforms;
• The future outlook for US renewables energy markets;
• The sentiment of US and European investors;
• The importance of patient capital and a long term outlook to investing in the US;
• How the US's renewed focus on fossil fuels could impact the energy transition in the US and in Europe;
• Trump's critical mineral mission in Ukraine.

This episode was recorded on 26 February 2025, prior to President Volodymyr Zelenskyy's meeting with President Donald Trump at the Whitehouse, which took place on 28 February 2025.

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Listen to previous episodes:
Bringing industrial flexibility to market
Siemens experts reveal how to modernise the grid for maximum resilience
Ensuring the energy transition is a smart transition

More about energy policy:
Clean Industrial Deal: a plan to accelerate Europe’s industrial decarbonisation
IEA’s Fatih Birol says grid limbo of renewables is ‘economically criminal’
Eurelectric calls for clean electrification-based European Energy Security Strategy