这家丹麦风电开发商及其合资伙伴天源可再生能源公司在声明中表示，美国政府的这项指令 "违反了适 用法律"。两家企业将申请法院撤销该叫停令，直至法院作出终审判决。 这已是 "革命风电项目" 第二次成为特朗普政府的整治对象。今年夏季美国政府下达停工令后，法官裁 定该项目可在司法诉讼期间恢复施工。特朗普总统正大力阻挠风电行业发展，一边废除拜登政府时期的 气候政策，一边力推化石能源开发。 沃旭能源股价周五开盘一度上涨 3.7%。受特朗普政府多次打压风电行业、以及公司管理层决定大规模 配股（实则为丹麦政府对企业的纾困注资）影响，该公司股价 2025 年累计暴跌逾 30%。 特朗普政府叫停罗德岛近海一座即将完工的风电项目租赁协议后，丹麦沃旭能源公司正式提起司法诉 讼。 美国政府去年 12 月以国家安全顾虑为由，叫停了东海岸五座在建海上风电项目的租赁协议，称巨型风 机可能干扰雷达系统运行。除革命风电项目外，沃旭能源位于纽约近海的日出风电项目也受此波及。 美国政府去年 12 月以国家安全顾虑为由，叫停了东海岸五座在建海上风电项目的租赁协议，称巨型风 机可能干扰雷达系统运行。除革命风电项目外，沃旭能源位于纽约近海的日出风电项目也 ...

Core Viewpoint - The U.S. government has ordered a halt to the construction of the "Revolution Wind" project in Rhode Island, which is 80% complete, due to national security concerns raised by the Bureau of Ocean Energy Management (BOEM) [1][2]. Group 1: Project Details - The "Revolution Wind" project is being developed by Danish renewable energy company Orsted, with an investment of $1.5 billion aimed at supplying power to over 350,000 households in Rhode Island [1]. - As of the halt, 45 out of the planned 65 wind turbines have been installed, with hopes to complete the project by the end of next year [1]. Group 2: Regulatory Environment - BOEM's acting director, Matthew J. McConaughey, issued a letter requiring the project to stop all ongoing activities for review, citing concerns related to national security interests without providing specific details [1]. - This incident is part of a broader trend under the Trump administration, which has imposed significant challenges on the wind energy sector, including freezing federal permits and loans for offshore and onshore wind projects [2].

Core Viewpoint - The unexpected decision by the U.S. government to halt Orsted's near-completed offshore wind project has led to a significant drop in its stock price and raised serious concerns about its financing plans [1][3]. Group 1: Project Status - The "Revolution Wind Project" has reached 80% completion, with 45 out of 65 wind turbines installed [2][3]. - Orsted is complying with the U.S. order and is exploring solutions to resume the project [2][5]. Group 2: Financial Implications - The halt has introduced uncertainty regarding Orsted's financing prospects, particularly as the company recently announced a share issuance plan worth up to 60 billion Danish kroner (approximately $9.4 billion) [3]. - Analysts express concerns that the financial consequences of the halt could lead to significant asset write-downs and increased financing needs beyond the planned 60 billion Danish kroner [3][5]. Group 3: Stakeholder Support - Orsted confirmed its commitment to proceed with the share issuance proposal, which has received support from its major shareholder, the Danish government [4][5]. - The company's stance indicates an expectation that the worst-case scenario may not materialize, although it does not guarantee a favorable outcome [5].