Politics & Policy

What's Next for Energy and Transport Policy?

Dec. 03, 2024

Guests: Alex McDonough, Partner, Pioneer Public Affairs and Kellie Donnelly, Executive Vice President & General Counsel, Lot Sixteen

Host: John Miller, Managing Director, Washington Research Group - ESG and Sustainability Policy Analyst, TD Cowen

TD Cowen Washington Research Group analyst John Miller speaks with D.C. insiders Alex McDonough of Pioneer Public Affairs and Kellie Donnely of Lot Sixteen to unpack next steps for Democrats (Biden's 'lame duck' + medium-term party outlook) and Republicans (Trump's de-regulatory priorities and Congressional IRA repeal plans) through year-end 2024 and into 2025. Expect concentrated policy risk in the EV sector, opportunities in grids, manufacturing, and power generation.

This podcast was recorded on November 12, 2024.

Full transcription

Full transcript to come.

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John Miller

Managing Director, Washington Research Group - ESG and Sustainability Policy Analyst, TD Cowen

John Miller
Managing Director, Washington Research Group - ESG and Sustainability Policy Analyst, TD Cowen

Biography

John Miller joined TD Cowen Washington Research Group in September 2021 and covers ESG and sustainability policy. TD Cowen Washington Research Group was recently named #1 in the Institutional Investor Washington Strategy category. The team has been consistently ranked among the top macro policy teams for the past decade. Mr. Miller previously served as a vice president and senior ESG research analyst at Calvert Research and Management, part of Morgan Stanley Investment Management, where he developed and built a quantitative, company-level ESG risk/reward assessment framework targeted towards the global energy and utility sectors. Mr. Miller supported the index development and security selection process for Calvert’s Global Energy Solutions Fund and Global Water Fund. Mr. Miller also worked at the U.S. Federal Energy Regulatory Commission (FERC) as branch chief in the Office of Enforcement, Division of Analytics and Surveillance. Earlier, he served as Technical and Policy Advisor to a FERC commissioner and as an energy analyst in FERC’s Office of Enforcement.

Mr. Miller holds a B.A. in economic history and political science from The George Washington University, and a Master’s in global history from The London School of Economics and Political Science, where he focused on developmental economics. John also holds the Fundamentals of Sustainability Accounting certification, which is granted by the Sustainability Accounting Standards Board (SASB).

Material prepared by the TD Cowen Washington Research Group is intended as commentary on political, economic, or market conditions and is not intended as a research report as defined by applicable regulation.