特朗普政府全面叫停海上风电项目

Core Viewpoint - The Trump administration has announced a suspension of all ongoing offshore wind projects along the U.S. East Coast, marking the most severe action taken against the offshore wind industry to date. This decision introduces significant uncertainty for an industry already facing cost pressures [1][3]. Group 1: Project Suspension Details - The U.S. Department of the Interior has paused federal leases for five offshore wind projects from Massachusetts to Virginia due to a recent confidential assessment by the Department of Defense identifying potential "national security risks" [1][3]. - Affected projects include Vineyard Wind 1 off Martha's Vineyard, Revolution Wind supplying Rhode Island and Connecticut, Coastal Virginia Offshore Wind, Sunrise Wind, and Empire Wind 1, most of which are in advanced stages of construction [3][6]. Group 2: Market Reaction and Company Responses - Following the announcement, shares of Ørsted, responsible for two of the projects, fell over 11%, while Dominion Energy, leading the Virginia project, saw a 3.7% drop [6]. - Ørsted has received a notice to suspend all construction activities on the U.S. outer continental shelf for 90 days, with the federal government retaining the right to extend this suspension. The company is evaluating response strategies, including potential legal avenues [6]. - Dominion Energy emphasized the critical nature of its Virginia project for national security and local electricity demand, serving important military facilities and data centers [6]. Group 3: Political and Industry Reactions - Local officials, including Connecticut's Governor Ned Lamont, have questioned the federal decision, suggesting that safety concerns regarding offshore wind turbines interfering with ground radar systems are unfounded [7]. - Massachusetts Governor Maura Healey criticized the action as "illegal," warning that it would lead to job losses during the holiday season [8]. Group 4: Industry Challenges - The offshore wind industry has faced ongoing tensions with the Trump administration, which has previously halted federal permitting processes for wind projects, creating prolonged uncertainty [11]. - The industry is also grappling with structural pressures, including rising labor costs post-pandemic, increased financing costs due to higher interest rates, and a shortage of specialized vessels for offshore construction, leading to project delays and renegotiations [11].