突发！美参议院通过决议：终止特朗普全面关税政策！光伏储能或将迎来转折点

Core Viewpoint - The U.S. Senate has passed a resolution to terminate the comprehensive tariff policy implemented by former President Trump, which may bring changes to the U.S. renewable energy industry, although the resolution faces significant hurdles in the House of Representatives [1][10][12]. Group 1: Tariff Policy Impact - Since early 2025, the Trump administration has initiated a global tariff storm, imposing tariffs as high as 34% to 91% on Chinese goods and 25% to 40% on imports from 14 countries, severely affecting various sectors including renewable energy [4][5]. - The U.S. clean energy sector has been significantly impacted, with over 60% of pending projects losing economic viability due to compressed tax credit timelines and restrictions [5]. - In the energy storage sector, approximately 21 GWh of planned ESS battery production capacity has been canceled due to tariff uncertainties [6]. Group 2: Supply Chain and Market Adjustments - Chinese photovoltaic companies have shifted production to Southeast Asia to avoid U.S. tariffs, with these countries accounting for 77% of U.S. solar imports valued at $12.9 billion in 2023 [8]. - Following recent U.S. rulings, Chinese companies are now relocating production from Malaysia, Vietnam, and Thailand to other Southeast Asian countries like Indonesia and Laos to mitigate tariff impacts [8]. Group 3: Innovation in Business Models - U.S. renewable energy developers are adapting by innovating business models, such as including "tariff risk-sharing" clauses in power purchase agreements, as seen in a recent agreement between Ava Community Energy and EDP Renewables [9]. - Despite these adaptations, the U.S. domestic manufacturing capacity is insufficient to quickly fill the supply gap created by import restrictions [9]. Group 4: Political Dynamics and Future Uncertainty - The Senate's resolution reflects deep political divisions in the U.S. regarding trade policy, with significant obstacles expected in the House of Representatives [11][12]. - The resolution signals potential relief for the renewable energy sector, but the ultimate fate of the industry remains uncertain due to ongoing policy unpredictability and market dynamics [13].