突然，全线重挫！美国宣布：撤销！

Core Viewpoint - The U.S. Department of Transportation announced the cancellation of $679 million in federal funding for offshore wind projects, marking a significant setback for the renewable energy sector in the U.S. This decision is seen as part of President Trump's ongoing efforts to curb the growth of renewable energy, particularly wind power [1][2]. Group 1: Impact on Companies - The cancellation led to a decline in stock prices for major players in the wind energy sector, including Danish companies Orsted and Vestas Wind Systems, which saw drops of 3.28% and 3.05% respectively [2]. - The Humboldt Bay offshore wind project in Northern California was the most affected, with $427 million allocated for its development being withdrawn [2][3]. - Other projects losing federal funding include several offshore wind ports in Maryland, Connecticut, New Jersey, New York, Massachusetts, North Carolina, Ohio, Virginia, and Rhode Island [3]. Group 2: Industry Implications - Industry experts warn that the Trump administration's actions could exacerbate the impending electricity supply shortages in the U.S., damage the power grid, and lead to increased consumer electricity prices [1][5]. - The U.S. Energy Information Administration (EIA) predicts that electricity prices will rise above inflation levels by 2026 due to increased demand and insufficient new power generation capacity [5]. - The renewable energy sector is projected to contribute 93% of the new grid capacity in the U.S. by 2024, highlighting the critical role of wind and solar energy in meeting future energy needs [1][5].