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president Donald TrumpExecutive officials of renewable energy warns that the attack on solar energy and wind projects threatens to raise energy prices for consumers and undermine an extended electrical network to meet the increasing demand quickly.
Trump has long said that wind turbines are not attractive and birds, and that solar installations take many lands. This week, he said his administration It will not agree to solar energy and wind Projects, Salvo caused a campaign that the President has shocked against the renewable energy industry since he took office.
“We will not agree to the winds or farms that destroy solar energy,” Trump Spread on the social truth Wednesday. “The days of stupidity ended in the United States of America !!!”
Trump’s statement this week seems to confirm the industry fears that the Ministry of Interior will prevent federal permits for solar and wind projects. Interior Minister Doug Burgum Control all the approvals of permits Last month, in a move the American Clean Energy Association criticized it as a “obstruction”, describing it “an unprecedented political review.”
The permits of the internal circuit ban will slow down the growth of the solar energy industry and the entire wind, and the senior executives of renewable developers. Arifonand forefront and Engie North America CNBC said.
Even solar energy and wind projects on private lands may need approvals from American fish and wildlife service if, for example, the waterway or animal species are affected, CNBC executives said. The three energy companies are among the top 10 renewable developers in the United States, according to Enerus Enerus Research.
“The Ministry of the Interior will not provide a preferential treatment for huge, unreliable and meaningless projects for the American people or those risks that harm societies or the environment,” said a spokesman for CNBC when asked whether new permits to enjoy solar and wind construction will be issued.
Kevin Smith, CEO of AEREVON, a developer for storing solar energy and batteries based in Scottsdale, Arizona, is active in 17 states. Arevon runs five gigawatts of equivalent energy to $ 10 billion in capital investment.
“I don’t think everyone realizes the size of the crisis,” said Smith. “We make this crisis more difficult with these political changes.”
Understanding strikes investment
Renewable executives said that the red strip in the interior section and the high costs of copper and steel tariffs in Trump have created the instability of the market, which makes planning difficult.
“We don’t want to sign contracts until we know what the stadium is,” said Cleef Graham, CEO of Avantus, a developer for storing solar energy and batteries in San Diego. Avantus built three gigawatts of solar energy and storage across the southwestern desert.
Graham said: “I can do what I want to do and have viable works, because I just need the specific rules and their place,” Graham said.
David Carroll, the chief renewable energy employee who leads the American company, said. He said that Engy could reduce his plans more.
The Engie company in North America, based in Houston, will operate about 11 GB of solar energy, battery storage and wind energy by the end of the year.
Carroll said that multinationals such as Engie have long looked at the United States as one of the most stable business environments in the world. But this evaluation changes in the engineer’s board hall and through industry.
“The stability of the American business market is no longer the golden standard,” Carroll said.
High costs
Smith, CEO, said that Arvon is witnessing the costs of solar energy storage and batteries by up to 30 % due to metal tariffs. He said that many renewable developers are providing energy prices with auxiliary tools to cover the sudden rise in costs because the projects are no longer financially.
The Trump Big Beauty Law Law law ends one of the main tax credits for solar and wind projects in late 2027, making conditions more difficult. Supporting credit of the new constructive investment, renewable and production credit that has strengthened clean electricity generation.
Smith said that these tax credits were transferred to consumers. He said that its end and the high costs of customs tariffs will mean the high bills of facilities for families and companies.
CEO Graham said that the price paidus paid by solar energy may double for nearly $ 60 per mg per hour, as interest rates and tariffs have increased over the years. He said that the prices will rise again to about $ 100 per megatone per hour when tax credits disappear.
“You will see small manufacturers, small companies, mother and fixed organic pollutants, their electrical bills, and they will start pushing young entrepreneurs outside the industry or outside the market,” said Graham.
Renewable projects that begin to build by July, one year after the Big Beauty law will be a law, will remain qualified to obtain tax credits. Arifon, Avantus and Engie are currently moving forward with projects under construction, but expectations are less asserted for projects later in the contract.
Smith, President of Arifon, said that the United States will witness a great contraction in the new renewable energy generation, starting from the second half of 2026 to 2028, as new projects are no longer eligible to obtain tax credits.
“Young and medium players who cannot risk financial, some of them will disappear,” said Smith. “You will see less projects built in the sector.”
The crisis of the power of artificial intelligence
Smith said that fewer renewable power plants could increase the risk of brown or power outage. electricity The request rises from data centers Technology companies are adopting to train artificial intelligence systems. PJM InterconnectionThe largest electric network in the United States, which coordinates wholesale electricity in 13 states and province of Colombia, warned against Tight power supply Because the new generation is very few comes online.
Smith said in Arifon that renewable energy sources are the power source that can meet the demand quickly. More than 90 % of the energy that awaits the network connection is solar energy, battery storage or wind, according to the data from Enverus.
Smith said: “The energy requirements will significantly come from the new energy sector or not,” so without it, the network is greatly hindered.
White House spokeswoman Anna Kelly said that Trump gives priority to oil, gas and nuclear energy as “the most effective and reliable tools to operate our country.”
“President Trump serves the American people who voted to implement the energy agenda in the first America – not solar and wind executives who are sad that the new Green Biden Backs will end for fraud,” Kelly said.
But the new natural gas factories will not take place for another five years due to supply problems, the new nuclear energy is a decade away and there are no new coal factories on the drawing board.
Smith from Arifon said that the facilities may have to remove data centers at some point because there is not enough surplus power to operate them, and no one wants to risk the power outages in hospitals, schools and homes. This would pressure the United States in its race against China to master artificial intelligence, the priority of the Trump administration.
Smith said: “The panic in the data center is likely to be the world of artificial intelligence for another 12 months or so, when they start realizing that they cannot get the strength they need in some of these areas in which they plan to build data centers.”
“Then we will see what is happening,” said Master of the University of Chicago, who worked in the energy industry. “There may be a reflection in politics to try to build everything we can and get energy on the network.”
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