惠誉国际评级表示，受近期联邦政策变化的影响，美国太阳能和风能项目的开发步伐可能会放缓。包括 核能和独立储能在内的其他清洁技术的激励措施基本保持不变，在新增装机容量中可能占据更大份额。 惠誉表示，处于早期阶段的风能和太阳能项目尤其容易受到影响。"2025年税收和支出方案缩短了技术 中性税收抵免相关建设窗口期，要求大多数太阳能和风能项目遵守更紧迫的时间表。"惠誉表示，美国 财政部发布了更严格执行太阳能和风能税收抵免的指引，这将"收紧安全港条款，并要求设施建设达到 一定规模才有资格被认定为在建"。 ...

Core Viewpoint - The U.S. Department of Agriculture (USDA) will cease support for solar and wind energy projects on agricultural land, indicating a shift in policy that may impact the renewable energy sector and agricultural practices [1] Group 1: Policy Changes - The USDA's decision reflects a significant change in its approach to renewable energy projects on farmland, which could lead to reduced investment in solar and wind energy initiatives within the agricultural sector [1] - This policy shift may affect farmers who have been considering or currently implementing renewable energy projects, potentially altering their financial and operational strategies [1] Group 2: Industry Implications - The cessation of support from the USDA could result in a slowdown of renewable energy adoption in agriculture, impacting the overall growth of the renewable energy market [1] - Stakeholders in the renewable energy sector may need to reassess their strategies and partnerships in light of this new policy, as it may limit opportunities for collaboration with agricultural entities [1]

Core Viewpoint - The Trump administration is considering imposing more restrictions on wind and solar projects on public lands, labeling them as "inefficient use of federal land" [1] Group 1: Government Actions - A memorandum released last Friday indicates that the government will limit large land-use projects, allowing only energy projects that are "most suitable for land use among reasonable alternatives" [1] - Interior Secretary Doug Burgum stated that these large, intermittent, and unreliable energy projects slow down the U.S. from achieving energy dominance and increase the burden on taxpayers and the environment [1] - The government plans to compile a report outlining further measures needed to achieve this goal [1]

Core Points - The article discusses the key components of a significant legislative bill being voted on in the U.S. Senate, which includes raising the debt ceiling, extending tax cuts, increasing defense spending, and various tax deductions and reforms. Group 1: Fiscal Measures - The debt ceiling is proposed to be raised by $5 trillion to ensure the U.S. government's ability to meet its debt obligations [1] - The extension of the Trump-era tax cuts until December 31, 2027, maintaining the top tax rate at 37% and increasing the estate tax exemption to $15 million per individual [1] - A significant increase in defense spending, with approximately $157 billion allocated, including $29 billion for shipbuilding and maritime capabilities [1] Group 2: Immigration and Social Programs - Over $150 billion is allocated for immigration enforcement, with an additional $45 billion for detention and $13.5 billion as subsidies for local governments involved in immigration enforcement [1] - The bill requires states to share costs for the Supplemental Nutrition Assistance Program (SNAP) starting in FY 2028, with states having a 5%-15% cost share if error rates exceed 6% [3] Group 3: Tax Deductions and Reforms - New tax deductions include a $25,000 "tip tax exemption" and a $12,500 (or $25,000 for couples) "overtime income tax exemption" [2] - The SALT deduction cap is raised to $40,000, with annual increases of 1% until 2029, reverting to $10,000 in 2030 [2] - The child tax credit is increased from $2,000 to $2,200 per child starting in 2026, indexed to inflation [3]