Industry eyes white house moved around cannabis

Industry eyes white house as cannabis, which is postponed with a mixture of hope and caution

The marijuana industry eyes white house around cannabis that are bound because it continues in a long -term hold pattern. The Wall Street analysts burden whether the white house will finally take a crucial step. According to the Investment Bank TD Cowan, there is now a probability of 60%that the president will give an order that the DEA requires to postpone cannabis, and probably relocated to Appendix I to Annex III according to the law on controlled substances.

This shift could have a significant impact -open the door for reduced tax burdens on cannabi companies and signal a broader federal balance of marijuana policy. Although the prospects are optimistic, the analysts are careful that the story indicates a certain level of skepticism.

Relatives: The history of the cocktail party

TD Cowan notes, while the President recently expressed support for the rescheduling or even the legalization of cannabis, has a different story. During his first term, he made similar statements, but did not take any significant measures. In fact, many of his candidates for important federal positions were open to cannabis reforms or leaned on skepticism.

Photo by Cavan Images/Getty Images

The warning tone results from a “long story of false optimism” for the president and cannabis policy. Industry veterans remember several moments when the company leaders let the White House meet confident – just for nothing to drink nothing. “This is not only for the president,” adds TD Cowan and draws parallels to the Senate's minority leader, Chuck Schumers, 2022 Efforts to secure cannabis banking reforms.

Nevertheless, the political calculation campaign could prefer. The reworking of cannabis could give the President a quick, hobby -enclosed victory that swings through non -party lines. Reporting over the media could also move away from less favorable topics, including continuous trade disputes, tariff policy and revived control over the Epstein controversy.

Relatives: Mixed news from the government about cannabis

From a market point of view, it would be more than symbolic to move cannabis in Annex III. It would end the application of the IRS application to 280e tax rules for cannabis companies and may release millions of the annual cash flow for operators. For investors, this type of regulatory shift could arouse the renewed interest in a sector that has been included in the oversupply, limited access to banking transactions and rules at the state level.

As TD Cowan warns, “optimism must be alleviated”. With the increase in campaign season, political promises can be about political theaters as well as legislative reality. The cannabis industry, which has long been used to slow federal movements, will be observed closely.