Technology, Markets, Policy — In That Order

Technology and markets will continue to drive the energy transition and the energy expansion. Policy is far more uncertain.

Obviously, a lot changed last week. The American people chose a President who promised the undoing of one of the largest energy and economic development bills that Congress ever passed. 

But there’s still a decent chance that emissions and energy costs could fall dramatically, even as the grid grows more reliable and resilient. 

The energy transition is u…