Global changes after 100 days of Trump

By Staff | May 02, 2017

A political risk and energy analyst recently filmed a sit-down Q&A style discussion focused on the impact of President Donald Trump’s first 100 days in office. Below are three snippets from the conversation between Jimeno Blanco, head of Americas politics research for Verisk Maplecroft, and Paul McConnell, research director of global trends at Wood Mackenzie. The conversation veered from domestic policy efforts on domestic energy production to larger world forces that are impacting energy production in the U.S. and abroad. Blanco and McConnell also talked about what they will be watching in the next 100 days.

 To view the talk in its entirety, click here

What do we see after the first 100 days?

JB: I think the main takeaway from our research is that were expecting huge change not just domestically but also in the global risk landscape and that hasn’t happened. The geopolitical risk has barely shifted.

PM: There has been some changes, but the first 100 days has really failed to add-up to those campaign promises

JB: what we have seen in our research is that a lot of trump’s domestic plans have fallen short due to the strength of US. Institutions.

PM: From an energy point of view, we’ve seen a rollback on Obama era policies.

Is the administration constrained by the realities of the world around it rather than its ability to perform radical change?

JB: Absolutely, our research shows that the economics will really determine where companies are able to go.

PM: We’ve seen things like CAFE standards (corporate average fuel economy) come back under view and that means that U.S. oil demand could grow if those are scaled back. But again, there are wider trends at work.

What can we expect from the next 100 days?

JB: We can expect a lot more moderation and pragmatism. One of the key areas we will have to continue monitoring is the Korean Peninsula. We do expect the strengthening relationship of the U.S. and China will result in more sanctions