“特朗普这一法案，会使中国主导地位无懈可击”

Core Viewpoint - The "Big and Beautiful" tax reform signed by President Trump has eliminated several clean energy incentives, exacerbating the financial difficulties faced by the renewable energy sector in the U.S. [1] Group 1: Impact on Clean Energy Industry - The cancellation of clean energy tax credits, including those for electric vehicles, has led to a perception that the U.S. clean energy industry is entering a "darkest hour" [1] - A study from Princeton University indicates that under the "Big and Beautiful" act, U.S. greenhouse gas emissions could increase by 470 million tons of CO2 equivalent by 2035 compared to previous policies [1] - The U.S. clean energy generation growth from 2025 to 2035 is projected to be only 57% to 62% of what it would have been under prior policies [1] Group 2: Regulatory Environment - Trump's administration has shown no intention of fostering a sustainable clean energy sector, instead opting for stricter regulations [2] - Following the signing of the tax reform, Trump ordered the Treasury Department to issue guidance to terminate taxpayer subsidies for "unreliable energy" [2] - The "Big and Beautiful" act expands restrictions on foreign entities, potentially complicating supply chains for solar, battery, and electric vehicle sectors that rely on Chinese inputs [4] Group 3: Economic Implications - Analysts predict that the "Big and Beautiful" act will lead to increased energy prices and household bills in the U.S. [5] - Even without additional harmful policies, wholesale electricity prices are expected to rise by 25% by 2030 and 74% by 2035 [5] - The first half of the year saw utility companies requesting $29 billion in rate increases, a significant rise from the previous year [5]