行业组织Oceantic Network首席执行官伯多克批评称，这是总统利用行政手段掩饰其个人偏好的尝试， 将推高能源成本，阻碍投资并导致成千上万的人无限期失业。她指出，这些项目满负荷运行可提供近6 吉瓦电力，足以供应整个曼哈顿。据估算，海上风电行业中受此类政策影响的直接就业岗位约有1.2万 个，间接就业岗位约有5000个。 当地时间周一，美国政府以国家安全为由，叫停所有海上风电项目的建设。其中包括全美规模最大的弗 吉尼亚州近海风电项目，以及美国东海岸另外4个在建海上风电项目。《华尔街日报》23日报道称，"风 电是美国总统特朗普最不喜欢的行业之一"，此举是其上任以来对这个蓬勃发展的产业采取的最重大行 动，势必给整个行业造成沉重打击。 据美国有线电视新闻网（CNN）报道，美国内政部周一在声明中表示，美国国防部在近期完成的机密 报告中确定海上风电项目"构成国家安全风险"：风力涡轮机叶片的运动和光线反射可能会干扰雷达探 测。美国内政部长道格·伯古姆在接受采访时表示，国防部已"最终"认定，大型海上风力发电场"造成雷 达干扰，对美国构成真正的风险"。 《华尔街日报》报道称，自今年特朗普重返白宫以来，其与海上风电行业的矛 ...

Core Viewpoint - Total has agreed to sell part of its stake in North American solar assets to KKR & Co, valuing the entire asset portfolio at $1.25 billion, including debt [1] Group 1: Transaction Details - The transaction involves the sale of half of a 1.4 GW asset portfolio, with Total expected to receive $950 million upon completion [1] - The deal includes six large solar power facilities with a total installed capacity of 1.3 GW and 41 distributed generation facilities with a capacity of 140 MW, primarily located in the U.S. [1] - Total has been attempting to sell its renewable energy assets in the U.S. as part of a strategy to enhance returns on green investments by divesting 50% of its stake after project completion [1] Group 2: Financial Context - Total's debt has nearly doubled since the beginning of the year, reaching approximately $26 billion by the end of June, attributed to falling oil prices [2] - The company has also agreed to acquire a 49% stake in natural gas production assets operated by Continental Resources in Oklahoma for an undisclosed amount [1] - As of the end of the second quarter, Total's net solar installed capacity in North America reached 2.8 GW, along with approximately 900 MW of onshore wind capacity [2] Group 3: Strategic Direction - Total continues to pursue its diversification strategy, aiming for electricity to account for 20% of its energy sales by the end of the decade, despite other companies like Shell and BP scaling back clean energy investments due to poor returns [2] - Recent acquisitions include a 50% stake in a Polish biogas production company and a 50% stake in a Texas-based integrated energy project with 2 GW capacity [2]

日本首相石破茂（最 4月28日，日本首相石破茂在越南主席府与越南总理范明政举行了会谈。他表示，日本政府和民 间将在海上风力发电和电网建设计划等越南脱碳项目上投入最多200亿美元。考虑到美国的关税 措施，双方确认了自由贸易体制的重要性。 版权声明：日本经济新闻社版权所有，未经授权不得转载或部分复制，违者必究。 石破茂在联合记者会上表示："世界经济的不确定性增加，对东南亚地区的影响也令人担忧。我们 将诚恳倾听越南的声音"。范明政在谈到全球经济时强调："我们确认了重视多边主义和呼吁国际 努力的重要性"。 越南面临着在维持经济增长的同时，既要确保电力供应，又要减轻对环境负担的双重课题。通过 投资日本企业在脱碳领域的优势举措，日本意在展示自身对越南的贡献，同时在中国拥有影响力 的越南扩大自身存在感。 第一阶段已选定10多个投资计划。其中包括住友商事和丸红等日企最多投资100亿美元规模的海 上风力发电项目等。 双方还同意推进安全保障合作。将建立外交和防卫副部长级磋商（2+2）机制。讨论遏制中国在 南海扩张的对策。 左）与越南总理范明政举行会谈（Kyodo） 日本经济新闻（中文版：日经中文网）手塚悟史 河内报道 第一阶段已 ...