政策风向突变！美国电力行业急转弯：天然气成香饽饽，可再生能源遇冷

Core Insights - The article highlights a significant shift in the energy production landscape in the U.S., with a marked increase in natural gas and hydropower capacity while solar and wind energy projects are being scaled back [4][9]. Summary by Categories Natural Gas and Hydropower - U.S. power developers plan to significantly increase natural gas and hydropower capacity, with over 114,000 megawatts (MW) of natural gas capacity currently under construction or in early development, more than double the planned capacity from a year ago [1][6]. - Natural gas plants currently account for approximately 46% of the operational power capacity in the U.S. and 36% of the capacity under construction or in early development [5]. Renewable Energy - The capacity for solar energy under construction or in early development has decreased to 92,000 MW from 112,000 MW a year ago, while wind energy capacity has dropped to 65,000 MW from 74,000 MW [10][11]. - Overall, renewable energy capacity under construction has fallen to 155,000 MW from 186,000 MW in the previous year, attributed to longer wait times for grid connections and rising costs of materials [12]. Policy Impact - The changes in energy capacity planning reflect the impact of a shift in federal energy policy following Donald Trump's return to the White House, which has led to reduced tax incentives and subsidies for renewable energy projects [4][13]. - Once current projects are completed, natural gas will account for 44% of the U.S. electricity system, significantly more than any other energy source, while coal's share is expected to decrease [14][21]. Future Projections - After the completion of ongoing projects, wind and solar energy are projected to each represent 14% of the energy mix, while coal's share will drop to approximately 12% [21]. - The share of clean energy in the electricity structure is expected to rise from 39% to 44% post-completion of current projects, indicating a growing role for clean energy in emissions reduction efforts [21].