智通财经APP获悉，在经历了数日紧张的谈判之后，美国参议院通过了美国总统特朗普最新版的税收和 支出法案，共和党在最后一刻取消了针对风能和太阳能项目的消费税。受该消息影响，美股太阳能类股 票周二大涨。 截至周二美股收盘，Shoals Technologies(SHLS.US)涨近24%，Array Technologies(ARRY.US)涨近13%， Sunrun(RUN.US)涨近11%，Fluence Energy(FLNC.US)涨超9%，SolarEdge Technologies(SEDG.US)涨超 7%，Nextracker(NXT.US)涨近6%。 一些美国制造商支持这项拟议的税收，他们表示美国需要摆脱对中国的清洁能源供应链的依赖。但这一 政策却引起了可再生能源开发商的担忧，他们称这可能会增加太阳能和风力发电场的成本，因为这些发 电场仍依赖一些外国零部件和中国主导的供应链。 该法案仍规定从2026年开始逐步取消太阳能和风能的税收抵免，到2028年完全取消，并且要求太阳能或 风能项目必须在2027年底前投入运行才能获得税收抵免;核电税收抵免将持续到2036年，氢能税收抵免 将于2028年取消。 ...

Core Viewpoint - Ecopetrol S.A. has entered into an asset purchase agreement with Statkraft for the potential acquisition of a renewable energy portfolio in Colombia, which includes solar and wind projects totaling up to 1.3 GW [1][3]. Group 1: Acquisition Details - The portfolio includes one company focused on solar and wind asset development, six special purpose entities with solar projects (614 MW), and three special purpose entities with wind projects (750 MW) [1][2]. - The acquisition is contingent upon fulfilling certain conditions and legal requirements [1]. Group 2: Strategic Importance - If completed, this acquisition would significantly advance Ecopetrol's decarbonization and energy transition goals, particularly the aim of achieving 900 MW of renewable self-generation capacity by 2025 [3]. - The transaction is expected to enhance low-emission energy generation for Ecopetrol's self-consumption, thereby reducing reliance on spot market purchases and diversifying the company's energy matrix [3]. Group 3: Company Overview - Ecopetrol is the largest company in Colombia and a major integrated energy player in the Americas, responsible for over 60% of the country's hydrocarbon production [5]. - The company has a diverse portfolio that includes energy transmission, real-time system management, and international operations in strategic basins across the Americas [5].