Texas Outlook 2025: Inflation, Energy And Tariffs

Feb. 10, 2025 3:10 PM ETS&P 500 Index (SP500), DJIBLK, SPWRQ, GS, XOM, XLE, ET, MTDR, LNG7 Comments
Jennifer Warren
6.53K Followers
(9min)

Summary

  • Texas shows resilient growth with lower inflation and higher labor growth than the national average, but policy uncertainties and inflation are headwinds.
  • Energy sector remains robust, with significant growth in natural gas demand and steady oil production, but faces some risks from tariff retaliation.
  • Energy production and grid growth have been strong, driven by demand, but future projects are at risk; economics are key.
  • Texas' economic outlook is broadly instructive, with energy exports and trade flows impacted by policy uncertainty.
  • I'm most bullish about energy producers' ability to navigate changes in the economy and policy.
map of Texas

belterz

"Don’t Mess with Texas," a state slogan once frequently used, sums it up. The GDP for 2024 was $2.6 trillion, the eight largest economy in the world. As a major energy producer in oil and gas and a hefty renewables portfolio on the grid, new policy directions

This article was written by

6.53K Followers
Jennifer's areas of expertise include energy, evolving infrastructure networks, and resources issues impacting economies. She considers her investment approach eclectic, drawing from a multidisciplinary pool of work. She is founder of Concept Elemental, a strategic communications and advisory firm. Other areas of interest include innovation and tech, the impact of shale oil and natural gas, clean and efficient infrastructure, and Indo-Asia. Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Economist Intelligence Unit’s Executive Briefing, Journal of Structured Finance, Lloyd's List, D CEO, and many others. Recent speaking engagements have included University of Montana, Central and Southwest Asian Studies; Seeking Alpha's (inaugural) Investor Summit; and IVYFON investor conferences. She will tour for World Affairs Montana in spring of 2025.From Dec 2010 to April 2013, she was the CEO/President of a global affairs organization focused on cutting edge geopolitical and macroeconomic trends. She organized, funded and moderated panels on global gas, energy security, energy infrastructure finance, and urban development. Prior to this, she spent 15 years working in financial services in strategy, data analytics and marketing. She has a master's degree from London School of Economics, and bachelor's in finance/marketing. You Tube channel: @conceptelemental

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About SP500 Ticker

SymbolLast Price% Chg
52 Week High
52 Week Low
Open
Prev. Close
Compare to Peers

More on SP500

Related Stocks

SymbolLast Price% Chg
SP500
--
DJI
--