Trump tried to curb clean energy. It’s booming anyway.
Trump tried to curb clean energy. It’s booming anyway.
特朗普试图遏制清洁能源，但其发展势头依然强劲。
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. 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 percent higher than the record set in 2024. 尽管美国政府努力阻挠太阳能和风能的推广，但随着电力需求的增长刺激了对新产能的投资，唐纳德·特朗普正领导着一场意想不到的清洁能源繁荣。据标普全球能源（S&P Global Energy）统计，今年清洁能源新增装机容量将达到创纪录的 45 吉瓦，相当于土耳其的平均电力需求。这一增幅比 2024 年创下的纪录高出约 25%。
The US president’s war in Iran, which has driven up global energy prices, along with surging power demand from AI data centers and developers’ rush to capitalize 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. “There was a campaign promise to go against renewables, but at the same time they’re realizing 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.” 分析人士指出，美国总统在伊朗发动的战争推高了全球能源价格，加之人工智能数据中心电力需求激增，以及开发商急于利用即将到期的税收抵免政策，共同推动了清洁技术的繁荣。面对能源需求，特朗普政府也表现得较为务实。能源基础设施投资集团 Captona 的首席执行官 Izzet Bensusan 表示：“竞选时曾承诺反对可再生能源，但同时他们也意识到，没有它是行不通的。我看不到电力需求会趋于平稳的世界。”
S&P said new solar and wind capacity will jump in 2026 by nearly a third and almost 50 percent respectively. Solar will set another record in 2027, while wind falls back before recovering. 标普表示，2026 年太阳能和风能的新增产能将分别增长近三分之一和近 50%。太阳能将在 2027 年再创纪录，而风能则会先出现回落，随后再复苏。
White House spokesperson Taylor Rogers, however, touted “record-high oil and gas production” under Trump. “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.” 然而，白宫发言人泰勒·罗杰斯（Taylor Rogers）吹捧了特朗普治下“创纪录的石油和天然气产量”。罗杰斯说：“总统兑现了他释放美国能源潜力的承诺。与此同时，政府已经停止了对那些美国纳税人被迫不公平资助的、昂贵且不可靠的能源来源的补贴。”
The solar and wind additions come despite Trump’s early efforts to kill an energy transition pushed by his predecessor, Joe Biden. The Trump administration broke up Esmeralda 7 in Nevada. It would have been the largest single solar project in the US. 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. 尽管特朗普早期曾试图扼杀其前任乔·拜登推动的能源转型，但太阳能和风能项目仍在增加。特朗普政府叫停了内华达州的 Esmeralda 7 项目，该项目本有望成为美国最大的单一太阳能项目。总统的《一个伟大而美丽的法案》（One Big Beautiful Bill Act）也削减了太阳能和风能的税收抵免，其政府还干预了常规项目审批，包括 150 多个陆上风电项目。
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. The deadline “prompted developers to hurry and begin construction,” said S&P Global renewables analyst John Murray. 但根据该法案的条款，太阳能和风能开发商必须在 7 月 4 日前开工，并在 2030 年前完工。标普全球可再生能源分析师约翰·默里（John Murray）表示，这一截止日期“促使开发商加快了开工建设的步伐”。
Expectations for sharply higher electricity demand are also driving the pace of the rollout. US power consumption is expected to grow 39 percent by 2035, according to consultancy ICF, driven by energy-hungry data centers and the electrification of household appliances and transport. The surge comes after demand remained steady for more than a decade. 对电力需求大幅增长的预期也在推动部署速度。咨询公司 ICF 的数据显示，受能源密集型数据中心以及家用电器和交通工具电气化的驱动，预计到 2035 年美国电力消耗将增长 39%。在此之前，美国电力需求已保持了十多年的平稳状态。
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. 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. 太阳能和风能是接入电网最快、成本最低的能源形式之一。智库 RMI 的数据显示，新建太阳能和风能站点的筹备期不到两年，而天然气项目的开发至少需要三年。投资银行 Lazard 的数据显示，生产商通过以每兆瓦时 38 美元和 37 美元的低价出售太阳能和风能电力即可实现盈亏平衡，而天然气的成本至少为每兆瓦时 48 美元。不过，这些数字并未完全计入系统升级成本以及用于平抑间歇性的电池成本。
Renewable power developers also stand to profit, as electricity prices are expected to rise 40 to 120 percent once Biden’s Inflation Reduction Act subsidies expire. “Candidly, it’s a good time to be a developer,” said Ethan Zindler, head of country and policy research at BloombergNEF. “Data centers need power, and they need it basically yesterday.” 可再生能源开发商也有望获利，因为一旦拜登《通胀削减法案》的补贴到期，电价预计将上涨 40% 至 120%。彭博新能源财经（BloombergNEF）国家与政策研究主管伊桑·辛德勒（Ethan Zindler）表示：“坦率地说，现在是做开发商的好时机。数据中心需要电力，而且基本上是迫在眉睫。”
Consumer investment in residential solar panels, batteries, and zero-emission vehicles led clean energy spending in the second quarter of 2026, increasing 45 percent from the previous quarter and 21 percent from the same period in 2025, according to researcher Rhodium Group. “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.” 据研究机构荣鼎咨询（Rhodium Group）统计，2026 年第二季度，消费者在住宅太阳能电池板、电池和零排放汽车方面的投资引领了清洁能源支出，较上一季度增长 45%，较 2025 年同期增长 21%。荣鼎能源与气候业务总监汉娜·赫斯（Hannah Hess）表示：“佛罗里达州的人们正在安装大量家用电池，以确保飓风期间房屋仍有电力供应。随着伊朗战争推高燃料价格，我们看到更多人购买电动汽车和混合动力汽车。”
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. 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. “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.” 美国法院减缓了特朗普对绿色能源的“战争”。俄勒冈州的一名地方法官最近下令五角大楼停止阻挠陆上风电开发。法院还驳回了政府五次试图叫停美国东海岸风电项目建设的企图。知情人士告诉《金融时报》，开发商在直接游说政府方面取得了一些成功，他们依靠与政府有联系的人士为个别项目进行辩护。其中一个论点是，这些项目不会取代化石燃料——即特朗普偏好的能源。清洁能源公司 Avantus 的首席执行官克里夫·格雷厄姆（Cliff Graham）表示：“我们在许可方面发现，政府还是相当务实的。在里诺、图森和巴斯托之间的广阔土地上，没有比‘太阳能+储能’更好的用途了。”