特朗普杀死新能源

Core Points - The passage of Trump's "Big and Beautiful Act" marks a significant shift away from federal support for solar and wind energy, favoring fossil fuels instead [1][10] - The act is expected to have a profound impact on the U.S. and global renewable energy industries, leading to a decline in clean energy investments and potential job losses [2][9] Summary by Sections Impact on Renewable Energy - The "Big and Beautiful Act" tightens tax incentives for clean energy, particularly affecting investments in wind and solar power, which have historically relied on these tax credits [2] - The act stipulates that solar and wind projects operational after 2027 will no longer receive tax credits, indicating a potential decline in U.S. clean energy investments [2] - Consulting firm Rhodium Group estimates that the cancellation of clean energy tax incentives could reduce the construction of solar, wind, and storage projects by 57% to 72% by 2035 [8] Electric Vehicle Sector - The act terminates the $7,500 tax credit for new electric vehicle purchases and the $4,000 credit for used electric vehicles, likely leading to a decrease in electric vehicle penetration in the U.S. [2][3] - Experts suggest that the act will harm not only U.S. electric vehicle companies but also allies like South Korea and Japan, which have invested in U.S. manufacturing [3] Foreign Entity Restrictions - The act imposes strict restrictions on investments from "Prohibited Foreign Entities" (PFE), which includes companies from countries like China, Russia, and Iran, limiting their access to energy tax credits [4][5] - Companies must ensure that over 60% of their components are sourced outside of China to qualify for tax credits, a requirement that will increase to 85% by 2030 [4] Economic and Political Implications - The act is seen as a move towards protectionism, aiming to bolster domestic industries while weakening foreign competition, particularly from China [5] - The act's implementation may freeze project financing in the clean energy sector, as the time from project initiation to operation can span several years [5][8] Broader Consequences - The act is expected to increase electricity prices for consumers, with average household electricity costs projected to rise by 7.3% and business costs by 10.6% [8] - The shift away from clean energy initiatives may hinder global climate governance efforts, as the U.S. is a major carbon emitter [8][10]