Solar executives say Trump attack on renewables will lead to power crunch

Witthaya Prasongsin | Moment | Getty Images
President Donald Trump’s attack on Sun and Wind Projects threatens to weaken a stretched electric network that is forced to raise energy prices for consumers and to meet rapidly increasing demand.
Trump has long been said that wind energy turbines are non -attractive and dangerous birds, and solar energy facilities have received too much soil. This week, he said that his administration would not approve the sun and wind projects, the last SALVO in a campaign against the renewable energy industry since the beginning of the task.
“We will not confirm that the wind or the farmer will not destroy the sun,” The truth was sent at Social Wednesday. “Days of stupidity in the US is over !!!”
Trump’s statement this week confirmed his fears that the industrial department would prevent federal permits for solar and wind projects. Interior Minister Doug Burgum seized the control of all permission approvals last month with a movement that the American Clean Power Association called as “obstacle” and called “unprecedented political examination”.
Internal department blocking permits, senior executives in renewable developers, which will slow down the growth of the entire solar and wind industry Arevon– Avantus And Engie North America He told CNBC.
Managers told CNBC, even the solar and wind projects in the private land may be required to approve of the US Fish and Wildlife Service. According to Energy Research Company Enverus, three energy companies are among the top 10 renewable developers in the USA.
When a spokesman asks CNBC whether or not new permits will be given for the construction of the sun and wind, the “internal department” will not give preference to large, unreliable projects that do not make any sense for the American people or who do not harm communities or environment. “
He said that the drowning of renewable energy sources will deteriorate an upcoming power of supply, damage the electricity network and lead to higher electrical prices for consumers. Avon runs five Gigawatt power equivalent to capital investment of $ 10 billion.
“I don’t think everyone understands how big the crisis will be.” He said. “We make this crisis even more difficult with these policy changes.”
Uncertainty Investment
Renewable executives, bureaucracy in the internal department and Trump’s copper and steel tariffs increasing costs that make planning difficult to plan the market, he said.
“We don’t want to sign contracts until he knows what the playground is, San San Diego said, Avantus CEO, a solar and battery storage developer in San Diego. Avantus built three Gigawatt Suns and storage in the southwest desert.
Graham said, “What can I do, I just need rules and rules on -site,” Graham said, “Graham said.
David Carroll, a renovated officer who leads to the American side organization, reduces the planned investment in the United States due to tariffs and regulatory uncertainty of a Paris -based global energy company’s US branch. Im Engie can further reduce his plans, he said.
The North American side organization, headquartered in Houston, will operate about 11 Gigawatt Sun, battery storage and wind energy by the end of the year.
Carroll said that multinational companies such as Engie see the US as one of the most stable business environments in the world. However, he said that this assessment has changed in Engie’s board of directors and in the sector.
“The stability of the US labor market is no longer a gold standard,” Carroll said. He said.
Rising costs
CEO Smith sees the costs of solar and battery storage projects due to Avon’s metal tariffs increased up to 30%. Many renewable developers re -negotiate power prices to meet the sudden increase in costs, as projects no longer have financial pencils.
Trump’s great beautiful billing action makes the conditions even more difficult by ending two basic tax loans for sun and wind projects in late 2027. Investment Tax loan supported new renewable construction and production loan increased clean electricity production.
Smith said these tax loans were transferred to consumers. Authorized, the increasing costs of termination and tariffs will mean higher bills for families and businesses.
CEO Graham has doubled the price, interest rates and tariffs that Avantus wages for solar energy and doubled Megawatt for about 60 dollars per hour. Official, when the tax loans go to Megawatt will rise back to $ 100 per hour, he said.
“Small manufacturers, small companies and mothers and poplar will see electricity bills rising and will begin to remove small entrepreneurs from the sector or the market.” He said.
Until next July, renewable projects, which started construction a year after the great good action became a law, will be entitled to tax loans. Arevon, Avantus and Engie are currently moving with projects that are currently under construction, but the appearance is less cut for projects in ten years.
Arvon President Smith said that the United States will no longer be entitled to tax loans and will see a major decline in the new renewable energy production that started in the second half of 2026-2028, as it is no longer entitled to tax loans.
“Small and medium -sized players who cannot get financial risk, some will disappear.” He said. “Fewer projects will be built in the sector.”
Artificial Intelligence Power Crunch
Smith said less renewable power plant may increase the risk of frying or interruptions. The electricity demand is increasing from the data centers built by technology companies to train artificial intelligence systems. PJM intermediate connection13 The largest electricity network in the United States, which coordinates wholesale electricity in 13 states and Columbia Region, warned strict power supplies because it is very few generations online.
Renewable energy sources are the power supply that can meet the demand in the fastest way, Smith from Smith. According to the data of Enverus, more than 90% of the power waiting to connect to the network is sun, battery storage or wind.
“The power requirement will come to a large extent from the new energy industry or never come,” Smith has greatly prevented. “He said.
White House spokesman Anna Kelly gives priority to Trump’s oil, gas and nuclear energy as “the most effective and reliable tools for strengthening our country”.
Kelly, “President Trump, Biden’s green new scam subsidies ended sad to the sun and wind managers, not the United States of America’s first energy agenda to vote for the American people who vote.” He said.
However, due to the supply problems of new natural gas plants, the new nuclear energy is ten years away and there is no new coal power plant on the drawing board.
Arvon’s Smith may need to refuse public services at some point, because there is not enough power to run them, and no one wants to risk deductions in hospitals, schools and homes. This would make the United States dominate the AI, a Trump administration priority in the race against China.
“Panic in the data center, AI World probably will not start for 12 months, when they start to realize that they cannot get the power they need in some of these areas they plan to create.” He said.
Chicago University MBA, who has been working in the energy industry for 35 years, said, “Then we will see what will happen.” He continued: “There may be a reversal in politics to build everything we can and get power to the grill.”



