This document summarizes the potential economic impacts of the 2016 US presidential candidates' plans related to energy and infrastructure. It discusses Donald Trump's plans to cut corporate taxes, limit regulations, pull out of trade agreements and the Paris Climate Agreement, and boost fossil fuel production. It also discusses Hillary Clinton's plans to not change corporate taxes, increase renewable energy and infrastructure spending, and maintain existing regulations and the Paris Agreement. The document suggests Trump's plans could help industries like energy but hurt those reliant on free trade, while Clinton's could help sectors like healthcare but hurt energy production.

1. 2016 Political Economy
Impact On Energy

2. A Local Story

6. “This move is intended to address the challenges we
continue to face in a rapidly changing HVAC industry,
with the continued migration of
the HVAC industry to Mexico, including our suppliers
and competitors, and ongoing cost and pricing
pressures driven, in part, by new regulatory
requirements”

7. Main Topics Today
US & Intl Economic Situation
2016 Presidential Race
Future Growth

8. What the Fed watches

9. Q2 2016 GDP Estimate

12. 3yr Oil and Nat Gas

13. US Dollar Index

14. US 2yr Treasury Yield

15. German 2yr BKO Yield

16. Japan 2yr JGB Yield

17. Chinese Stock Market

18. How To Grow

19. Big Problem

20. Political Econ Growth Pts.
Free Trade=lower tariffs
Reg. Relief=reduced costs
Tax reform=capital formation
w/incentives
Infrastructure=efficiency

21. Trump Plan
Cut Corp Tax to 15%
Limit Pass Thru 15%
1x 10% Repat Tax
Ag TPP and NAFTA
Impose tariffs on
imported goods
Big Drop in Interest
Deductibility

22. 100 Day Energy Plan
Save coal industry
Pass Keystone
Rescind Obama executive actions:
Climate Action Plan
and the Waters of the U.S. rule
Lift moratorium on energy on federal lands
Cancel Paris Climate Agreement

23. Trump plans help/hurt
Help: big tech & big pharma
Hurt: debt heavy balance sheets
Help: industrials & manufacturers
Hurt: free trade
Help: energy production

24. CLINTON PLAN
No Change 4 Corp
or Pass Thru Taxes
New Tax Credits for
Profit Sharing and
Apprenticeships
Restart BABs
No Free Trade
College Tuition Plan

25. Big Change to Cap Gains
Tax Foundation

26. Clinton’s new spending
$275B Infrastructure Plan
Fix Roads and Bridges
National Freight Inv. Program
$25B Infrastructure Bank

27. Energy Plan
500mln solar panels by 2021
Implement Clean Power Plan
Clean energy challenge
Implement Paris
agreements

28. Clinton plans help/hurt
Help: ACA managed care,
hospitals, Medicaid HMOs
Hurt: raises taxes on top earners/
capital formation
Help: construction, enginering firms
Help: muni bonds
Hurt: energy production

29. 2016 Recap
Clinton: no big biz tax plans,
large infrastructure plans,
build on current regulations,
negative free trade,
renewable energy production,
Trump: tax cut plans,
reduce regulations, full expensing,
hurt free trade, big energy

30. Don’t Forget The Senate!

31. 1st Time Ever: Trump is ahead

32. The 10yr Debt Time Bomb

33. LT Growth Trend

34. Your future challenge is now

36. Your Tornado?

37. Your Hero?

38. Tiny, But Growing

39. Energy Storage
Source: GTM Research Energy Storage Monitor 2014

40. Future Hero?

41. Final Thoughts…