A sweeping new executive order is set to overhaul U.S. energy regulations and fast-track critical infrastructure. With AI’s massive power needs straining the grid, the policy could unlock stalled projects and energize the next wave of tech-driven growth. In today’s FA Alpha Daily, we explore how Executive Order 14270 could reshape the energy landscape and spotlight key players poised to benefit.
FA Alpha Daily
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At midnight on September 30, the U.S. energy market will be transformed…
That’s when President Donald Trump will enact Executive Order 14270 – a sweeping deregulation initiative.
The Executive Order is titled “Zero-Based Regulatory Budgeting to Unleash American Energy.” And it signals a massive shift in the energy and AI sectors.
Of course, deregulation itself is nothing new. Former Presidents Ronald Reagan and George H.W. Bush, plus Trump himself, all slashed agency regulations to boost the U.S. energy infrastructure.
Their policies also sparked dozens of triple-digit stock gains in the oil, gas, and industrial sectors.
But this time, we have an AI boom to contend with, and technology has an insatiable appetite for energy.
It could be the spark that ignites the market’s next great AI rally.
One target of Executive Order 14270 is the Federal Energy Regulatory Commission (“FERC”). It’s one of the single biggest gatekeepers in the AI power story.
FERC’s regulations cover pipeline construction and electricity transactions. Its permitting process for energy projects can take at least a year.
Now under pressure, the agency is making that process more efficient and transparent. And this could boost energy and AI stocks.
As we noted earlier, this pattern has played out before. Reagan issued a similar order in 1981 to roll back limits on oil exploration. Within two years, 21 natural resource stocks posted gains of 100% or more.
Bush enacted his National Energy Policy in 2001, which eased drilling restrictions. A dozen energy names surged more than 900% as a result.
And in 2017, Trump’s first deregulation push catapulted oil pipelines, liquified natural gas export terminals, and fossil-fuel infrastructure.
With U.S. power grids under pressure, AI needs massive amounts of reliable energy. Yet multiple projects for natural gas turbines, nuclear reactors, and AI-adjacent grid expansions are in limbo.
Executive Order 14270 would force federal and state agencies to make consistent progress on these projects and justify every delay.
Companies building next-generation energy infrastructure are potential beneficiaries. These include small-cap natural gas providers, advanced pipeline developers, and grid-modernization firms.
Trump’s deregulation policy could help America win the AI race. It could turn a handful of natural resource stocks into multi-baggers, like under previous administrations.
Right now, AI tech, surging power demand, and Executive Order 14270 are ushering in the biggest opportunity in decades.
It’s a rare opportunity to triple your money (or more) as the Trump administration enacts historic new tech policies and fuels the AI boom.
Best regards,
Joel Litman & Rob Spivey
Chief Investment Officer &
Director of Research
at Valens Research
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