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欧洲风电巨头大跳水!美国突然叫停大型风电项目
Zhong Guo Neng Yuan Wang·2025-08-26 06:12

Core Viewpoint - Orsted, the world's largest offshore wind energy company, experienced a significant stock drop of over 18%, reaching a historic low, following a sudden work stoppage order from the U.S. government regarding a major offshore wind project due to national security concerns [1][2][3]. Group 1: Project Status and Financial 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 [2]. - The U.S. Bureau of Ocean Energy Management issued the order to review the project, citing the need to address national security concerns, although specific details were not provided [2][3]. - Orsted is evaluating all options to resolve the situation, including potential legal action, as the stoppage directly impacts the project's timeline and financial recovery plans [2][3]. Group 2: Market Reaction and Future Financing - The stock price of Orsted fell sharply, with a drop exceeding 18% following the announcement of the work stoppage [3]. - The company plans to raise $9.4 billion through a share issuance to support its projects, despite the challenges posed by the U.S. government's actions [3]. - Analysts indicated that the work stoppage presents a significant obstacle to Orsted's fundraising efforts, potentially jeopardizing the success of the share issuance [3]. Group 3: Political Context and Industry Challenges - The Trump administration has been critical of renewable energy, halting all offshore and onshore wind project approvals since January, and has publicly stated that no new wind or solar projects will be approved [4][5]. - The U.S. government has tightened federal permitting policies for wind, solar, and hydro projects, which has raised concerns among industry stakeholders about the future of renewable energy development in the U.S. [5][6]. - The recent increase in energy prices across several states has been attributed to various factors, including extreme weather and increased demand, rather than solely the impact of renewable energy projects [5][6].