Management had warned that Trump policies could have a negative impact on the Longroad Energy pipeline of projects. This slide from the interim results presentation talks to the safe harbouring of FY25 & FY26 projects ahead of new legislation and exposure to additional tariffs:
These Policy changes have created uncertainty in the renewable energy market, making it difficult for companies like Longroad Energy to plan and execute long-term strategies. The uncertainty surrounding Trump's policies on renewable energy incentives has no doubt impacted investor sentiment with concerns about the future profitability and growth potential of Longroad Energy. The question is, is this now reflected in the Infratil share price or is there further downside risk?
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