Core Viewpoint - The U.S. renewable energy industry faces significant setbacks due to government actions, including the cancellation of a major solar project in Nevada, which was expected to be one of the largest photovoltaic power plants globally [1][3][4]. Group 1: Project Cancellations - The U.S. government has officially canceled the Esmeralda Solar Project in Nevada, which was a collaboration between NextEra Energy and Invenergy, planned to be built on 118,000 acres of federal land [3][4]. - The U.S. Department of Energy announced the termination of 223 energy projects, totaling approximately $7.56 billion, primarily affecting clean and renewable energy initiatives [6][7]. Group 2: Political Context - The cancellation of renewable energy projects is seen as part of a broader strategy by the Trump administration to limit the development of clean energy, with critics labeling it as political retaliation against states that supported the Democratic Party in the last election [6][7]. - The Trump administration has implemented multiple regulatory barriers and delays that have created financial pressures on renewable energy companies, potentially leading to the abandonment of pending projects [4][7]. Group 3: Market Impact - Following the announcement of project cancellations, stocks related to solar energy and hydrogen sectors experienced significant declines, with companies like Ascent Solar Technologies dropping nearly 10% and others like SolarEdge Technologies and Ballard Power Systems falling over 9% [1][3].
集体大跌!美国,突然取消!
券商中国·2025-10-11 08:18