Additionally, the Trump administration is likely to make an early-term priority to reverse the current administration pause on federal export licenses for U.S. LNG export terminal projects under construction or set to start, and to be be more hands-off in regulating energy programs, with more oversight returned to states. “What I would expect of this incoming Trump administration is to look for where restrictions exist that do not allow choice by those that need … affordable energy,” Menezes said.

In a quarterly earnings call late last month, Technip Energies CEO Arnaud Pieton stated that a "Trump victory could faster lift the moratorium," although a federal court in July ordered restrictions. Technip Energies and engineer KBR signed a recent contract to build the Lake Charles LNG plant in Louisiana for pipeline operator Energy Transfer. Pieton said the project, still subject to a final investment decision, is estimated to be valued at up to $5 billion.

Energy policy changes will be closely watched with new partisan leadership set for the U.S. Energy and Interior Depts., the U.S. Environmental Protection Agency and key gas and power utility regulator the Federal Energy Regulatory Commission.

Bipartisanship Needed

Multiple sources say the voting numbers were a symptom of a broad philosophical shift not defined by traditional categories of race or ethnicity, but more by class and educational background. Some suggest the Harris campaign failed to connect with more populist, working class voters more concerned about the economy than other issues, and these voters showed up in large numbers.

Democratic House of Representatives member Nikki Budzinski (D-Ill.), who easily won her re-election campaign, said: “There's a lot of deep soul-searching that we need to be doing as a party, I would say.” With slim margins in both the House and Senate, she said that lawmakers will be forced to work in a bipartisan way on issues where they can find “common ground … focusing on the areas where we can work together.”

A top priority with bipartisan support will likely be environmental permitting reform, Budzinski said.

Brian Turmail, spokesman for the Associated General Contractors of America, says that too many needed infrastructure projects – particularly related to new broadband connections and electric vehicle charging stations-- have been hamstrung by overly restrictive permitting rules. “One of our repeated frustrations with the Biden administration is that they've not really executed as quickly on environmental reforms as they should have,” he told ENR.

The Portland Cement Association seeks Trump Administration support "by addressing regulatory burdens hindering our industry’s progress" in use of alternative fuels, development of lower-carbon cements and implementing essential carbon capture technology, president and CEO Mike Ireland said in a statement.

Maria Lehman, U.S. infrastructure market leader for engineer GHD, vice chair of the White House National Infrastructure Advisory Council and American Society of Civil Engineers president emeritus, noted that passage recently of Water Resources Development Act funding was unanimous in the Senate and virtually so in the House. “Infrastructure is still high on the agenda," she told ENR. “We won’t have the tailwinds we had, but we won't have headwinds either.”

Trump campaign rhetoric threatening to rescind what’s left of environmental and clean energy funding in the Inflation Reduction Act—or to repeal the law entirely—is expected to face congressional pushback based on its support by a number of red-state legislators. Advocates    point to the high number of infrastructure projects funded through the    law and by the Infrastructure Investment and Jobs Act in solidly    Republican states. 

Lehman noted a pre-election statement by House Minority Leader and likely 2025 Speaker Mike Johnson (R-La.) that law revisions, particularly related to tax credits that are favored by Republican legislators on red state projects would be done “with a scalpel, not a sledgehammer.” 

One industry company executive, speaking to ENR on background, pointed to the extreme level of Trump campaign misinformation related to Biden administration energy and environmental policies and impacts on corporate bottom lines. “Engineers are about the facts,” the executive said. “When people don’t have them, it’s bad.”

Environmental Policy Fallout

Environmental advocates say the climate crisis is real with impacts that will not wait. 

A second Trump term could add 4 billion more tons of carbon emissions by 2030 and generate more than $900 billion worth of environmental damage, according to Carbon Brief, a U.K.-based climate research organization.

“Existing policies aren’t enough to help the United States meet its 2030 goal to cut emissions in half below 2005 levels, let alone deliver additional reductions by 2035,” said Rachel Cleetus, policy director and lead economist for the Union of Concerned Scientists' climate and energy program in a statement. “President-elect Trump ran a brutish campaign that disregarded or misrepresented scientific facts, while promising to boost fossil fuel companies’ fortunes,” she said.

Still, the groups say they seek some hope, with many states that have set decarbonization goals and targets, and voter approval of initiatives and major funding measures. Voters in Washington state held off a conservative challenge on Nov. 5 to repeal a groundbreaking 2022 climate law that sets a cap on major sources of greenhouse gas emissions, with credits purchased by emitters used to fund climate-friendly projects.

California voters overwhelmingly passed a  measure allowing the state to borrow $10 billion to fund environmental and energy transition grants. About $3.8 billion  is for drought, flood and water supply projects, including dam repair, with  $1.2 billion to restore and protect coastal areas exposed to sea-level rise and $850 million for energy projects. The latter includes $475 million for offshore wind development, $325 million for transmission infrastructure upgrade and $50 million for energy storage. At least 40% of the total must be spent to benefit lower-income communities and those more exposed to climate change. State Republican legislators opposed the measure as "reckless," saying the needs should be handled through budget negotiations.

“There is no denying that another Trump presidency will stall national efforts to tackle the climate crisis and protect the environment, but most U.S. state, local, and private sector leaders are committed to charging ahead,” Dan Lashof, U.S. director of the World Resources Institute, said in a statement.

Nathaniel Keohane, president of the Center for Climate and Energy Solutions, said that the clean energy economy is here to stay. “Thanks to policies with bipartisan support that are channeling investment into clean tech innovation and deployment, we are on the cusp of a more prosperous future: one where abundant zero-carbon energy sources like wind, solar and nuclear enhance America’s security, where investments in clean energy manufacturing create good jobs, and where the technologies that will power the economy of tomorrow—small modular reactors, clean hydrogen, sustainable aviation fuel, advanced batteries and so many others—are invented and deployed here in the U.S. and exported around the world.”

Some clean energy groups issued statements that credit some progress made during the last Trump administration, and couch sector benefits to U.S. energy security and manufacturing dominance.

American Clean Power Association CEO Jason Gromet said he “looks forward to working with the Trump-Vance administration to unleash American-made energy, deliver reliable power to the grid, grow the economy and enhance our national security." Oceantic Network President and CEO Liz Burdock, chief of the leading advocacy group for the U.S. offshore wind industry—a main Trump target—said the first Trump administration oversaw three federal lease sales that netted $456 million for the federal treasury." Industry responded, she said, "by making the first supply chain investments that are now creating jobs in Texas and South Carolina."

But its officials also failed to move on projects lined up for approval, with action not taken until the Biden administration. It has since signed off on 10 commercial scale offshore wind projects totaling 15 GW with other approvals possible before the new administration takes office. Despite strong state support to complete approved projects, there is speculation about the future of needed supply chain manufacturing investment and about impacts of opponent lawsuits.

Environmental groups chagrined with the election outcome say they will rev up their potent legal arsenals and warchests—vowing to fight attempts by the incoming administration to roll back environmental protections and clean energy development as was done in the previous Trump term.

Said Earthjustice President Abigail Dillen: “We will see Donald Trump in court."