Group 1 - The core viewpoint is that President Trump has announced a refusal to approve wind and solar projects, indicating a significant policy shift against renewable energy in the U.S. [1] - Trump's comments have caused panic among renewable energy companies, as they fear that project approvals, previously considered routine, will now face delays [1][3] - The Trump administration has tightened federal approval processes for renewable energy projects, centralizing decision-making authority with Interior Secretary Doug Burgum [1][3] Group 2 - The shift in policy comes amid increasing supply-demand imbalances in the U.S. electricity market, particularly affecting the PJM Interconnection grid, which serves 13 states [2] - The PJM Interconnection auction last month saw a 22% increase in the price of new electricity capacity compared to the previous year, with Trump attributing rising electricity prices to the expansion of renewable energy [3] - Despite Trump's claims, data from the Lawrence Berkeley National Laboratory indicates that solar and storage are the fastest sources to alleviate supply gaps, with these projects making up the majority of queued connections to the grid [3] Group 3 - Trump's administration has proposed the "Great Beautiful Act," which aims to terminate investment and production tax credits for wind and solar by the end of 2027, crucial for the expansion of renewable energy in the U.S. [3] - Tariffs on steel and copper imposed by the Trump administration have increased construction costs for wind and solar projects, adding systemic pressure on the renewable energy sector [3] - The U.S. Department of Agriculture has announced it will cease support for solar projects on farmland, further compounding challenges for the renewable energy industry [3]

Group 1 - The core viewpoint of the articles highlights the increasing electricity demand due to extreme weather conditions, leading to a positive outlook for thermal power companies in China [1][2][3] - The electricity consumption growth rate is expected to be around 5% for the year, with significant increases in electricity load observed in various provinces [1][2] - The thermal power sector has seen a cumulative increase of over 20% in stock prices over the past three months, with companies like Huayin Power, Jingneng Power, and Baoneng Energy showing varying degrees of growth [1] Group 2 - As of July 4, the national peak electricity load reached 1.465 billion kilowatts, marking a historical high and reflecting a significant increase in demand compared to previous months [2] - The coal inventory at power plants is currently sufficient, with approximately 210 million tons available, which is expected to support stable coal prices and enhance profitability for thermal power companies [1][2] - Baoneng Energy, a key power generation company in Guangdong, is expected to see improved profitability due to rising electricity prices and ongoing expansion projects [3]