美清洁能源转型遇挫：特朗普法案使可再生能源产业面临“核反应堆级”倒退

Core Points - The new legislation signed by Trump significantly reduces tax incentives for wind and solar energy projects, marking a major setback for the U.S. clean energy transition [1] - The policy reversal is expected to lead to a reduction of approximately 300 gigawatts of wind and solar capacity over the next 15 years, equivalent to the output of 300 nuclear reactors [1] - The new policy may impact the competitiveness of the U.S. in the global clean energy race and could lead to rising domestic electricity prices, affecting consumers and businesses [1] Industry Impact - The policy shift is seen as a comprehensive reversal of the clean energy incentives established under Biden's Inflation Reduction Act, which aimed to lower clean energy costs amid increasing electricity demand [1] - The fossil fuel industry and some Republican lawmakers support this policy change, but rising electricity costs may lead to backlash from voters in states with significant renewable energy investments [1] - The uncertainty in U.S. energy policy raises concerns among Silicon Valley tech giants, as it relates to competition with China in advanced technology sectors like artificial intelligence [1][2] Political Dynamics - The policy reversal is expected to have profound effects on the U.S. clean energy industry, reflecting the political polarization and uncertainty surrounding climate policy in the U.S. [2] - Some lawmakers from green energy states may support the legislation despite it seemingly contradicting their constituents' interests, highlighting the complex political dynamics at play [2]