?美国清洁能源前景遭重挫! 特朗普豪言不再批准太阳能或风能项目

Core Viewpoint - The U.S. clean energy sector faces significant setbacks as President Trump declares that his administration will not approve any solar or wind energy projects, despite rising electricity demand in certain regions [1] Group 1: Federal Government Actions - The U.S. federal government has tightened the approval process for renewable energy projects, centralizing decision-making authority under Interior Secretary Doug Burgum [1] - Trump's statements are likely to exacerbate concerns among renewable energy companies regarding the ability to secure federal permits for projects [1][2] Group 2: Electricity Pricing and Supply - Electricity prices in the PJM Interconnection region have surged, with new power capacity auction prices rising by 22% compared to the previous year, attributed to the retirement of coal resources and increased demand from AI data centers [2] - Solar and battery storage systems are identified as the fastest sources to alleviate supply-demand gaps, despite the current political climate [2] Group 3: Impact on Data Centers - The imposition of high tariffs on steel and copper has increased the costs of solar and wind projects, potentially leading to higher electricity costs for large AI data centers [3] - Major tech companies like Google and Microsoft, which rely on clean energy for their data centers, may face challenges in achieving their carbon reduction goals due to the crackdown on renewable energy [3] Group 4: State-Level Initiatives - States like California may continue to advance offshore wind and large solar projects, provided they do not require federal land or key federal permits [4] - California has implemented state-level fast-track processes for renewable energy projects, allowing for expedited environmental reviews and approvals [5]