Insight
Top 10 election takeaways for US upstream
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Report summary
The reelection of Donald Trump is expected to significantly impact US upstream energy policy. Drilling activity, particularly from private E&P companies, is likely to increase. M&A activity is likely to pick up, too, with a more favorable regulatory environment encouraging both domestic and international buyers. The anticipated removal of the LNG export ban could also boost the LNG sector, attracting new projects and financing. And a shift back to pro-drilling policies could enhance development opportunities on federal lands. Overall, this election outcome signals a more investable and active upstream sector in the near term. Click through for our initial thoughts and ten ways Trump's agenda could impact US upstream.
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