PremiumGoldman Finds "More Nuclear & Fewer EVs" As Trump Supercharges Powering Up America Theme
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There is a lot to unpack in Goldman's note, "US Policy Implications: Reliability, AI/Data Center Power Surge, More Nuclear/Fewer EVs," which discusses President Trump's "energy emergency" executive orders alongside the private sector announcement of the Stargate AI infrastructure project.
Goldman analysts Brian Singer, Brendan Corbett, and others noted that despite President Trump's executive order freezing all Inflation Reduction Act funding disbursements, they remain "bullish on multiple sustainable themes" because of corporate/consumer/policymaker/regulator priority: