What Is The Trump Factor? Justice Dept's Impact On Cannabis Rescheduling, Stocks And Investments
What Is The Trump Factor? Justice Dept's Impact On Cannabis Rescheduling, Stocks And Investments
Equity research firm Zuanic & Associates convened a panel in mid-June featuring industry experts to dissect the ongoing cannabis rescheduling efforts in the US. They provided a comprehensive outlook on the rescheduling process, expected to conclude with the publication of the Final Rule in the Federal Register by November 2024.
股權研究公司Zuanic＆Associates於6月中旬召集了業內專家組織小組討論美國大麻重新排期的努力。他們提供了有關重新排期過程的全面展望，預計將在2024年11月通過在聯邦公報中發表《最終規則》的方式結束。
Despite market skepticism reflected in the MSOS ETF's (NYSE:MSOS) recent decline to $6.99—a 38% drop from its peak—Pablo Zuanic, Senior equity analyst Pablo Zuanic, sees the current market conditions as a buying opportunity.
儘管市場懷疑反映在MSOS交易所交易基金(NYSE:MSOS)的最近下跌中，從其峯值下跌38%至6.99美元，高級股權分析師Pablo Zuanic看到了當前市場條件作爲買入機會的局面。
He noted, "Technical factors and the absence of immediate catalysts might limit short-term gains, but the fundamentals remain strong."
他指出，“技術因素和缺乏即時催化劑可能會限制短期獲利，但基本面仍然強勁。”
The panel included Kelly Fair Partner at Dentons, David Culver SVP of Public Affairs at the US Cannabis Council, and John Sullivan EVP of Public Affairs at Cresco Labs (OTC:CRLBF).
該小組成員包括Dentons的合夥人Kelly Fair，美國大麻委員會公共事務高級副總裁David Culver和Cresco Labs(場外交易:CRLBF)的公共事務高執行副總裁John Sullivan。
Key Developments And Timeline
主要發展和時間表
The experts expressed confidence in the rescheduling process, anticipating the completion of necessary administrative steps before the upcoming election. The DEA's initial hesitance is expected to be overcome by new evidence during the public comment period.
專家們對重新排期的過程表現出信心，預計在即將到來的選舉之前完成必要的行政步驟。美國緝毒局的最初猶豫將有望在公衆評論期內被新的證據克服。
Additionally, the DOJ is likely to issue a memorandum to provide a safe harbor from enforcement for financial institutions, despite cannabis remaining federally illegal.
此外，儘管大麻仍然是聯邦非法的，司法部可能會發布一份備忘錄，爲金融機構提供免責條款。
"The DOJ's upcoming actions are crucial for clarity and future regulatory frameworks," Zuanic wrote in a report.
“司法部即將採取的行動對於明確和未來的監管框架至關重要，”Zuanic在一份報告中寫道。
The Trump Factor
特朗普的影響因素
The panel also discussed potential political influences, particularly regarding Donald Trump. They speculated on whether Trump might address cannabis rescheduling during the June 27 debate. If Trump wins the 2024 election, a Congressional Review Act (CRA) could be triggered if a member of Congress calls for a "resolution of disapproval."
該小組還討論了潛在的政治影響，特別是特朗普。他們猜測特朗普是否會在6月27日的辯論中討論大麻重新排期。如果特朗普贏得2024年的選舉，如果國會議員呼籲“否決決議”，則可能會觸發國會審查法案(Congressional Review Act)。
However, the panelists say it's unlikely that both chambers would agree to reverse the rescheduling rule via a majority vote. They noted that if Trump wanted to reverse the rescheduling, his Attorney General would need to initiate a new rescheduling review process, which could take about two years and would likely face significant legal and scientific challenges.
然而，小組成員表示，兩院都不太可能同意通過多數票來反轉重新排期規則。他們指出，如果特朗普想要逆轉重新排期規則，他的司法部長需要啓動新的重新排期審查進程，這可能需要約兩年時間，且可能面臨重大的法律和科學挑戰。
Political Considerations And Future Projections
政治考慮和未來預測
The panel also discussed potential political influences on the rescheduling process, including the impact of the presidential election. They anticipate that any attempts to reverse rescheduling post-election would face significant legal and scientific challenges, rendering them unlikely to succeed.
這個小組還討論了對重新排期過程的潛在政治影響，包括總統選舉的影響。他們預計，任何試圖在選舉後撤銷重新排期的嘗試都將面臨重大的法律和科學挑戰，使它們不太可能成功。
As the deadline for hearing requests approaches on June 20, the cannabis industry is closely watching for the DEA's decision on whether to grant hearings. The outcome of these hearings, along with the subsequent administrative review and final publication of the rule, are poised to be pivotal moments for the sector.
隨着6月20日聽證請求截止日期的臨近，大麻行業正在密切關注美國緝毒局是否決定授予聽證會。這些聽證會的結果以及隨後的行政審查和最終規則的發佈都有可能成爲該行業的關鍵時刻。
Cannabis rescheduling seems to be right around the corner. Want to understand what this means for the future of the industry? Hear directly for top executives, investors, and policymakers at the 19th Benzinga Cannabis Capital Conference, coming to Chicago this Oct. 8-9. Get your tickets now before prices surge by following this link.
大麻重新分類似乎已經指日可待。想了解這對該行業未來的意義？那就直接向19屆Benzinga大麻資本大會上的高管、投資者和政策制定者聽取。該活動將於10月8日至9日在芝加哥舉行。立即購票，避免價格飆漲，請關注此鏈接.
Photo by Clay Banks on Unsplash.
照片由Clay Banks提供的Unsplash。
譯文內容由第三人軟體翻譯。