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惠誉:美国政策调整或将拖慢太阳能、风能项目开发步伐

Core Viewpoint - Recent changes in federal policies may slow down the development pace of solar and wind energy projects in the U.S. [1] Group 1: Impact on Renewable Energy Projects - Fitch Ratings indicates that solar and wind projects, particularly those in early stages, are especially vulnerable to the new policy changes [1] - The 2025 tax and spending plan shortens the construction window for technology-neutral tax credits, imposing stricter timelines for most solar and wind projects [1] - The U.S. Treasury has issued stricter guidelines for solar and wind tax credits, tightening safe harbor provisions and requiring facilities to meet certain scale criteria to qualify as under construction [1] Group 2: Other Clean Technologies - Incentives for other clean technologies, including nuclear energy and independent storage, remain largely unchanged and may capture a larger share of new installed capacity [1]