Embassy Series: Key Considerations in US Energy Investment under the Trump Administration

The firm's Public Policy & Law and Energy, Infrastructure, and Resources teams will be hosting a panel discussion and networking reception in our Washington, DC office, where the team will break down what to expect in the weeks and months to come, on Tuesday, 3 June 2025.

The Trump Administration is pursuing its “America First” energy agenda with a focus on deregulation, expanding US oil and natural gas production, and incentivizing investment into the US energy sector. Flowing from his executive orders and led by his National Energy Dominance Council, President Trump is re-shaping energy policy to prioritize domestic energy abundance capable of supporting a manufacturing renaissance, power an aggressive build-out of data centers, and win the artificial intelligence (AI) race. At the same time, President Trump is pursuing tax, trade, and regulatory policies focused on driving foreign companies to directly invest in US energy infrastructure.

The Trump Administration’s activities, along with budget reconciliation policies being debated in Congress, will have wide-ranging ramifications for energy infrastructure developers and foreign investors into the United States. Foreign allies are becoming increasingly interested in US liquefied natural gas (LNG) exports, while private technology companies see small modular nuclear reactors (SMRs) as a major piece of the puzzle to servicing explosive energy demand growth from AI. The oil, gas, biofuels, nuclear, and critical minerals sectors are all poised for a resurgence in North America.