KPMG report: Initial observations on a second Trump presidency and the implications for U.S. infrastructure investment
Presidential actions and orders that may have implications for infrastructure investment in the United States
Since the inauguration of President Trump on January 20, there has been a flurry of presidential actions and orders, many of which will have broad and wide-reaching implications for infrastructure investment in the United States.
In summary, the sectors that are likely to benefit the most under a second Trump presidency include mining and traditional energy production infrastructure, midstream energy (including pipelines and liquefied natural gas (LNG) export facilities), digital infrastructure and industrial/supply chain infrastructure (e.g., road and rail). The sectors that are facing headwinds include onshore and offshore wind generation and electric vehicle (EV) related infrastructure including EV charging networks.
Read a January 2025 report that provides initial observations regarding implications for U.S. infrastructure investment during Trump’s second term as president.