Clean energy booms under Donald Trump despite effort to undercut renewables - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号)。如果该手机号尚未注册,将自动创建 FT中文网账号。短信可能需要几分钟送达,验证码15分钟内有效,请耐心等待:
请您阅读我们的用户注册协议和隐私权保护政策,点击下方按钮即视为您接受。
商业快报

Clean energy booms under Donald Trump despite effort to undercut renewables

Capacity will rise by a record 45GW this year, according to S&P Global Energy
00:00
{"text":[[{"start":7.56,"text":"Donald Trump is presiding over an unexpected clean energy boom, as rising electricity demand spurs investment in new capacity despite the US administration’s efforts to thwart a solar and wind rollout."}],[{"start":20,"text":"Clean energy additions will rise by a record 45 gigawatts this year, according to S&P Global Energy — equivalent to the average electricity demand of Turkey. The increase is roughly 25 per cent higher than the previous record set in 2024."}],[{"start":35.374,"text":"The US president’s war in Iran, which has driven up global energy prices, along with surging power demand from AI data centres and developers’ rush to capitalise on expiring tax credits, are driving the cleantech boom, said analysts. Trump’s administration has also been pragmatic in the face of its energy needs."}],[{"start":53.36,"text":"“There was a campaign promise to go against renewables, but at the same time they’re realising that you can’t do without it,” said Izzet Bensusan, chief executive of Captona, an energy infrastructure investment group. “I don’t see a world where power demand is flattening out.”"}],[{"start":null,"text":"
Column chart of Gross capacity additions (gigawatts) showing Solar and wind installations will reach a record high in 2026
"}],[{"start":68.08,"text":"S&P said new solar and wind capacity will jump in 2026 by nearly a third and almost 50 per cent respectively. Solar will set another record in 2027, while wind falls back before recovering."}],[{"start":81.6,"text":"White House spokesperson Taylor Rogers, however, touted “record-high oil and gas production” under Trump."}],[{"start":87.38,"text":"“The president has delivered on his promise to unleash American energy,” Rogers said. “At the same time, the administration has ended subsidies for costly and unreliable energy sources that American taxpayers were unfairly forced to fund.”"}],[{"start":101.06,"text":"The solar and wind additions come despite Trump’s early efforts to kill an energy transition pushed by his predecessor Joe Biden."}],[{"start":108.16,"text":"The Trump administration broke up Esmeralda 7 in Nevada. It would have been the largest single solar project in the US."}],[{"start":115.32,"text":"The president’s One Big Beautiful Bill Act also slashed tax credits for solar and wind, and his administration has interfered with routine project approvals, including for more than 150 onshore wind projects. But under the terms of the OBBBA, solar and wind developers had until July 4 to begin work on projects and until 2030 to finish them."}],[{"start":136.04,"text":"The deadline “prompted developers to hurry and begin construction”, said S&P Global renewables analyst John Murray."}],[{"start":144.12,"text":"Expectations for sharply higher electricity demand are also driving the pace of the rollout."}],[{"start":149.777,"text":"US power consumption is expected to grow 39 per cent by 2035, according to consultancy ICF, driven by energy-hungry data centres and the electrification of household appliances and transport. The surge comes after demand remained steady for more than a decade."}],[{"start":168.2,"text":"Solar and wind are among the quickest, cheapest forms of energy to add to the grid. According to RMI, a think-tank, new solar and wind sites have a lead time of less than two years, compared to at least three years to develop gas projects."}],[{"start":182.82,"text":"Producers can break even by selling solar and wind power for as little as $38 and $37 per megawatt hour respectively, compared to at least $48 per megawatt hour for gas, according to investment bank Lazard. However, these figures do not fully account for system upgrade costs and batteries to smooth out intermittency."}],[{"start":204.08,"text":"Renewable power developers also stand to profit, as electricity prices are expected to rise 40 to 120 per cent once Biden’s Inflation Reduction Act subsidies expire."}],[{"start":214.28,"text":"“Candidly, it’s a good time to be a developer,” said Ethan Zindler, head of country and policy research at BloombergNEF. “Data centres need power and they need it basically yesterday.”"}],[{"start":225.92,"text":"Extreme weather and Trump’s Iran war have also contributed to the growth."}],[{"start":null,"text":"
Line chart of Retail investment ($bn) showing War in Iran and extreme weather is driving investment in EVs and rooftop solar and batteries
"}],[{"start":230.24,"text":"Consumer investment in residential solar panels, batteries and zero-emission vehicles led clean energy spending in the second quarter of 2026, increasing 45 per cent from the previous quarter and 21 per cent from the same period in 2025, according to researcher Rhodium Group."}],[{"start":247.88,"text":"“People in Florida are installing a lot of home batteries to ensure their house still has power in a hurricane,” said Hannah Hess, a director with Rhodium’s energy and climate practice. “And with the Iran war driving higher fuel prices, we’re seeing more EV and hybrid [vehicle] purchasing.”"}],[{"start":264.122,"text":"US courts have slowed Trump’s war on green energy. A district court judge in Oregon recently ordered the Pentagon to cease blocking onshore wind development. The courts have blocked all five of the administration’s attempts to halt construction at wind projects off the US’s east coast."}],[{"start":280.78,"text":"Developers are having some success lobbying the administration directly, leaning on people with ties to the administration to advocate for individual projects, people familiar told the FT. Among the arguments is that the projects will not displace fossil fuels — Trump’s preferred source of energy."}],[{"start":297.4,"text":"“What we found on the permit side is that the administration is pretty pragmatic,” said Cliff Graham, chief executive at clean energy company Avantus. “There’s a lot of land between Reno, Tucson and Barstow, where there’s no better use than solar-plus-storage.”"}],[{"start":null,"text":"

"}],[{"start":null,"text":"

Where climate change meets business, markets and politics. Explore the FT’s coverage here.

Are you curious about the FT’s environmental sustainability commitments? Find out more about our science-based targets here

"}],[{"start":317.84,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1787125441_7507.mp3"}
版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

AI股票泡沫终于要破裂了吗?

马丁:任何理性的人都能看出AI资产中不可持续的迹象。

埃森哲与“四大”瞄准中型企业市场谋增长

随着AI释放人力、降低服务成本,咨询巨头纷纷将目光投向规模较小的企业,希望以更低价格提供服务。

法拉奇:“我从未支持无休止的战争”

英国改革党领导人在美国共和党中期选举惨败后淡化了自己对伊朗战争的支持。

“蓝色浪潮”对美国经济变革的期待恐将落空

艾肯格林:美国国会的党派构成发生变化,对特朗普剩余任期内的政策制定影响不大。

民主党横扫中期选举,华尔街大金主押注失利

顶级对冲基金经理和私募股权投资公司高管为共和党竞选活动投入逾3亿美元,却几乎未见成效。
10小时前

美国的清晨,市场的黄昏

罗奇:美国中期选举结果再令人震惊,也阻止不了经济金融周期的转向。
设置字号×
最小
较小
默认
较大
最大
分享×