特朗普政府将提高风电光伏税补门槛，数百清洁能源项目或夭折

Core Viewpoint - The upcoming tax guidance from the U.S. Treasury threatens the financial viability of hundreds of clean energy projects across the country, potentially disrupting existing regulations and intensifying the Trump administration's tightening policies on the wind and solar industries [1] Group 1: Tax Credit Eligibility Changes - The core controversy arises from adjustments to the eligibility criteria for clean energy tax credits, with a significant increase in the spending threshold required for projects to qualify as "under construction" [1] - The Trump administration's recent executive order mandates that developers provide more substantial proof of construction progress, which could lead to many projects losing their tax credit eligibility and facing cancellation [1][2] Group 2: Impact on Projects and Employment - Since the beginning of the year, billions of dollars worth of new factories and clean energy projects have been canceled, delayed, or scaled back, with investments in Republican districts amounting to $11.7 billion as of June [1] - Over 16,500 jobs have been lost, with nearly 12,000 of those positions located in Republican districts [1] Group 3: Sensitivity to Policy Changes - There are over 2,500 wind and solar projects in the U.S. that have not yet started, with a total capacity equivalent to approximately 383 nuclear reactors, indicating a high sensitivity to policy changes [2] - Even if some projects can adjust to meet the new regulations, their profit margins are expected to suffer significantly, potentially leading to increased electricity costs for consumers [2] Group 4: Broader Policy Context - The Trump administration's policy shift is evident through various measures, including new federal land development bans and the revocation of previous offshore wind turbine decisions, which collectively exert systemic pressure on the renewable energy sector [3] - The Environmental Protection Agency's proposal to rescind the recognition of greenhouse gases as a public health threat further indicates a shift towards supporting fossil fuel development at the expense of solar and wind energy [3] Group 5: Internal Political Dynamics - The ongoing internal political struggle complicates the formulation of Treasury guidelines, with conflicting pressures from different factions within the Republican Party regarding tax incentives for renewable energy [4] - The Treasury's guidance is seen as a critical variable for the industry, with ongoing negotiations that could determine the fate of hundreds of billions in clean energy investments [4]