欧洲风电巨头，遭遇重大“利空”

Core Viewpoint - Orsted, the world's largest offshore wind energy company, experienced a significant stock drop of over 18%, reaching a historic low due to a sudden work stoppage order from the U.S. government regarding a major offshore wind project, raising concerns about national security and marine impact [1][3][4]. Group 1: Project Status and Impact - The halted offshore wind project near Rhode Island was 80% complete, with 45 out of 65 wind turbines installed, and had a total investment of approximately $1.5 billion, expected to power around 350,000 homes by the end of 2026 [3]. - The U.S. Bureau of Ocean Energy Management issued the order to review the project, citing national security concerns, although specific details were not provided [3][4]. - Orsted is evaluating all options to resolve the situation, including potential legal action, as the stoppage directly impacts project timelines and financial recovery plans [3][4]. Group 2: Financial Implications - The work stoppage poses a significant obstacle to Orsted's planned capital raise of $9.4 billion to support ongoing projects, with analysts indicating that the situation could jeopardize the success of the share issuance [4]. - Despite the U.S. order, Orsted intends to proceed with the planned share issuance, supported by the Danish government, which holds a 50.1% stake in the company [4]. Group 3: Political and Regulatory Context - The U.S. government, under President Trump, has been increasingly critical of renewable energy projects, halting all offshore and onshore wind project permits and loans since January [6][7]. - Trump's recent statements on social media condemned wind and solar energy as a "scam," asserting that states relying on these sources have seen record increases in energy costs [6][7]. - The U.S. Department of Commerce has expanded tariffs on steel and aluminum, affecting wind turbine components, which is expected to increase costs for wind and solar projects [8].