Core Viewpoint - The article discusses the significant negative impact on Orsted, the world's largest offshore wind company, following a sudden work stoppage order from the U.S. government regarding a major offshore wind project, raising concerns about the future of the offshore wind industry in the U.S. [1][2][3] Group 1: Project Stoppage - The U.S. government issued a work stoppage order for a nearly completed offshore wind project near Rhode Island, which was 80% finished and had already installed 45 out of 65 wind turbines, with a total investment of approximately $1.5 billion [2][3] - The project was expected to power around 350,000 households and was set to be operational by the end of 2026 [2] - The order was issued by the Bureau of Ocean Energy Management, citing the need to assess national security concerns, although specific details regarding these concerns were not provided [2][3] Group 2: Financial Implications - The stoppage has created direct challenges for Orsted's project timeline and funding recovery plans, leading to a significant drop in the company's stock price, which fell over 18% at one point, resulting in a market value loss of over €1.9 billion [1][3] - Orsted announced plans to raise $9.4 billion through a share issuance to support its projects, despite the challenges posed by the U.S. government's actions [3] - Analysts indicated that the stoppage could severely hinder Orsted's ability to successfully complete the share issuance, with one analyst describing it as a "huge obstacle" [3] Group 3: Political Context - The article highlights the broader political context, noting that President Trump has publicly criticized renewable energy, labeling wind and solar projects as a "scam" and stating that his administration would not approve new projects [4][5] - The Trump administration has previously halted all offshore and onshore wind project permits and loans, raising concerns about the future of the wind energy sector in the U.S. [5][6] - The article also mentions that the U.S. Department of Commerce has expanded tariffs on steel and aluminum, which could increase costs for wind and solar projects, further complicating the financial landscape for companies like Orsted [6]
刚刚,大跳水!美国,突然叫停!
券商中国·2025-08-25 13:53