Core Viewpoint - The recent statements by President Trump against renewable energy projects, particularly solar and wind, may lead to increased energy prices for consumers and exacerbate the already strained power grid due to rising electricity demand [1][2]. Group 1: Impact on Renewable Energy Development - Trump's administration has halted approvals for solar and wind projects, raising concerns among industry executives about the potential slowdown in the growth of the renewable energy sector [1][2]. - The Department of the Interior's new permitting authority is viewed as an unprecedented political review that could hinder the development of renewable energy projects [1][2]. - Executives from major renewable energy developers Arevon, Avantus, and Engie North America express that the permitting delays will significantly impact the industry's progress [1][2]. Group 2: Economic and Investment Uncertainty - The bureaucratic processes and rising costs due to tariffs on metals are creating market instability, making it difficult for companies to plan and execute contracts [2][5]. - Engie North America has reduced its planned investments in the U.S. by 50% due to regulatory uncertainties and tariffs, indicating a shift in perception of the U.S. as a stable business environment [5]. - The cost of solar and battery storage projects has increased by up to 30% due to metal tariffs, leading developers to renegotiate electricity prices with utility companies [6]. Group 3: Future Projections and Challenges - The termination of key tax credits for solar and wind projects by the end of 2027 will further complicate the financial viability of new renewable energy projects, potentially leading to higher electricity bills for consumers [6][7]. - The anticipated decline in new renewable energy generation from late 2026 to 2028 could result in the exit of smaller players from the market due to financial risks [7]. - The increasing demand for electricity from data centers and AI systems may lead to power shortages, as the current renewable energy capacity may not meet the rising needs [8][9].

越南总理：今年要避免在任何情况下出现电力短缺。 ...