Group 1 - The United States has become the global center of the anti-ESG movement, with a significant increase in anti-ESG legislation proposed across 40 states from 2021 to 2024, totaling 370 bills [1][2] - The passage rate of anti-ESG bills in 2024 is notably higher than in previous years, indicating improved legislative drafting capabilities among proponents [1][2] - The Trump administration has further fueled the anti-ESG sentiment by revoking climate action policies and signing an executive order banning ESG investments [2] Group 2 - Since Trump's re-election, an estimated $28 billion worth of wind, solar, electric vehicle, and battery projects have been delayed or canceled, affecting approximately 19,000 jobs [2] - International oil giants are reducing their clean energy investments, with ExxonMobil announcing plans to abandon a major low-carbon hydrogen project unless federal tax incentives are provided [3] - BP has adopted a more conservative decarbonization strategy, focusing on higher-margin hydrogen, biofuels, and offshore wind, while abandoning its hydrogen development goals [3][4] Group 3 - Shell has canceled plans for a low-carbon hydrogen plant in Norway, citing insufficient demand, a sentiment echoed by Equinor shortly after [4]
国际石油巨头削减清洁能源投资