Hey Brian, Nice to hear from you.
To answer your question. I think one of the most immediate casulitys will be the coal industry and maybe secondary to that the specific railroads which rely of hauling coal for their profitability.
Probably companies which mine urnanium would be close seconds.
Just about any alternative energy company I would think would have to go out of business. With the exception of those involved in energy storage for transportation.
Course’ these are just my opinions. Worth what you paid for them.