能源转型停摆阻碍美清洁氢能发展

Core Viewpoint - The recent shift in U.S. energy policy has led to a significant slowdown in the clean hydrogen sector, causing major companies to halt their projects and resulting in substantial financial losses [1][3]. Group 1: Industry Impact - Woodside, Australia's largest independent oil and gas producer, has officially canceled its clean hydrogen project in the U.S., incurring a loss of approximately $140 million [1]. - The hydrogen market in the U.S. is expected to remain sluggish for a considerable period, as stated by the head of McKinsey's hydrogen business [1]. - The U.S. government's declaration of a "national energy emergency" and the introduction of the "Big and Beautiful" Act signal a systemic shift in energy policy, prioritizing traditional energy sources over clean hydrogen initiatives [1][3]. Group 2: Policy and Economic Viability - The termination of tax credits for hydrogen projects has severely undermined the economic feasibility of these initiatives, leading to heightened uncertainty within the related supply chain [1]. - The lack of policy continuity and market certainty is identified as a critical foundation for the development of clean hydrogen [2]. - The imposition of tariffs and the "Big and Beautiful" Act are expected to disrupt material supply for clean hydrogen projects, increasing costs for renewable energy projects and ultimately reducing green hydrogen production capacity [3]. Group 3: Global Context - Despite the global trend towards clean energy development, the U.S. appears to be diverging from this direction, which could hinder its ability to address climate change and promote energy transition effectively [3].