- The Climate Mentor
- Posts
- 22 - Here we go again
22 - Here we go again
Trump's in - A stock to pick and some prediction for the climate economy

A step back in federal climate policy? ๐ซ๐ฑ
Under Trumpโs first term, environmental policy experienced a marked shift ๐, with the U.S. pulling out of the Paris Agreement, rolling back key emissions standards, and expanding fossil fuel development ๐ข๏ธ๐จ.
With a renewed Trump administration, thereโs a high chance that federal support for climate initiatives could decrease again โฌ๏ธ. This outcome is particularly concerning given the escalating urgency around climate change ๐ก๏ธ๐ฅ.
Key international climate agreements and global collaborative efforts could face renewed opposition or even abandonment by the U.S. ๐ซ, complicating worldwide efforts to curb greenhouse gas emissions ๐๐ฟ.

Implications for the green economy ๐จ๐ฐ
Without federal incentives, renewable energy companies and green infrastructure projects may face challenges as subsidies and incentives wane โก๐ธ.
Trumpโs administration has traditionally favored fossil fuels, so we may see a surge in oil and gas initiatives with less stringent emissions regulations ๐ข๏ธ๐.
Industries like coal, oil, and even natural gas might experience a resurgence in support, directly competing with renewables for investment and market growth ๐ผ๐.
This could push the green economy onto the defensive, relying more on state policies and private sector initiatives to sustain momentum ๐ฑ๐๏ธ.
Stock spotlight
Halliburton Co. (HAL) ๐๐ง

I should not advice for this stock, because it is literally with low ESG score.
But as Trump secured the presidency, will probably Halliburton (HAL)
Attractive Valuation and Earnings Potential
P/E of 9.48 and forward P/E of 8.52 suggest the stock is undervalued, while EPS of 3.01 (and projected 3.35) points to steady earnings growth potential. With a PEG of 1.95, Halliburton offers growth at a reasonable price.
Institutional Confidence and Financial Stability
88.22% institutional ownership indicates solid confidence in Halliburton, backed by strong liquidity ratios (quick ratio 1.54, current ratio 2.13) and a manageable Debt/Equity of 0.87.
Positioned for a Policy Shift Favoring Energy
Operating margin of 17.75% and profit margin of 11.61% give HAL a competitive edge to capitalize on potential new fossil fuel initiatives under a Trump administration.
Can green investments still thrive? ๐ฑ๐ธ
Though federal support may dwindle, private sector initiatives and certain state policies might continue to bolster green investments ๐ฑ๐ก.
States like California, New York, and Washington are likely to press forward with their ambitious climate agendas ๐, potentially offering incentives for clean energy companies and green tech ๐๐.
Moreover, consumer demand for sustainable products and services is rising ๐, especially among younger demographics ๐ฅ.
This persistent demand, along with advancements in green technology ๐, could provide resilience to green companies despite shifts in federal policy.
Ready to dive into sustainable investing?
Subscribe to The Climate Mentor today to get updates on the latest trends, tips, and strategies for building a green investment portfolio.
Enjoy the newsletter? Please forward this to a friend ๐ฅ
It only takes 15 seconds. Making this took me 10 hoursโ
Reply