川普政府对美国能源产业的影响（2024-2030）

Impact of President Trump's Administration on the Energy Industry, United States, 2024-2030

出版日期: 2025年05月28日 | 出版商:

Frost & Sullivan | 英文 40 Pages | 商品交期: 最快1-2个工作天内

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简介目录

监管改革和政策转变促进了国内生产和对石化燃料的偏好

川普当选美国总统对国内外各行各业都产生了重大影响，其中也包括能源领域。拜登政府的政策逆转或暂停，从根本上改变了投资环境。

可再生能源具有成长潜力，但投资节奏和预期收益正在改变。儘管面临挑战，美国太阳能市场仍在持续成长，这得益于抗通膨法律、州政府的支持性政策、企业永续性计画以及扩大太阳能覆盖范围的努力。这些因素减轻了联邦关税的影响，并正在帮助该行业扩张。

相较之下，离岸风力发电产业在川普总统上任前就一直停滞不前，并面临挑战。儘管现任政府优先考虑石化燃料，但全球价格和需求趋势仍影响着美国国内风电产量的成长率。

此外，关税的征收也为市场带来了巨大的不确定性。然而，暂停征收这些关税90天，为谈判解决问题带来了希望。

预测因子风险
推动产业变革的三大趋势
川普政府对能源产业的影响
美国发电投资预测
美国发电装置容量
美国的发电
趋势一：太阳能光电市场基本面强劲，但政府贸易政策带来新挑战
探索太阳能光电製造的动态格局
为什么太阳能回收在关税出台后会变得更受欢迎
趋势二：川普总统的关税政策有可能破坏他的能源独立和更强大的天然气市场的目标。
揭示影响液化天然气市场格局的动态因素
天然气继续在电力系统中发挥关键作用
趋势三：川普政府优先考虑石油投资，但贸易政策可能危及投资收益
关税政策及其对石油市场的直接影响
趋势四：挑战依然存在，但陆域风电仍是美国可行的发电技术。
更大的涡轮机可增加风力发电量
趋势五：未来四年离岸风电产业将基本维持停滞
形塑风力发电市场未来的创新
趋势六：资金筹措
氢价值链中的差距与问题
趋势七：儘管有支持核能的政策，但成长重点仍是寿命延长、服务和采矿业
重新运作致力于核能
趋势八：电池储能係统（BESS）将长期成长，但电价在短期内威胁成长
解读电池地缘政治：未来全球紧张局势的根源
趋势9：关税可能会使电网投资工作复杂化，但现代化的必要性是显而易见的；透过国会授权改革将加速成长。

市场动态和产业反应

电网是能源转型的核心
电力的未来：2030 愿景
趋势10：政府大力支持石化燃料技术，碳捕获展现强劲成长潜力
到 2030 年，CCUS 将在更多行业普及

成长机会宇宙

成长机会1：一站式能源脱碳解决方案
成长机会二：EaaS－新的投资机会
成长机会三：风险收益共享模式与併购－科技OEM的新机会

附录与后续步骤

成长机会的益处和影响
后续步骤Next steps
文件清单
免责声明

简介目录

Product Code: KB97-27

Regulatory Reforms and Policy Shifts are Driving Domestic Production and Fossil Fuel Favoritism

The election of Donald Trump as President of the United States has had a significant impact on various industries, including the energy sector, both domestically and globally. The rollback or suspension of policies from the Biden administration has fundamentally changed the investment landscape.

While there is potential for growth in renewable energy, the pace of investment and expected returns have shifted. The U.S. solar market continues to grow despite challenges, thanks to the Inflation Reduction Act, supportive state policies, corporate sustainability efforts, and initiatives that increase access to solar energy. These factors help mitigate the effects of federal tariffs and contribute to the industry's expansion.

In contrast, the offshore wind industry has come to a standstill, facing challenges even before President Trump took office. The current administration has a preference for fossil fuels; however, global pricing and demand dynamics still affect the rate of domestic production growth in the United States.

Moreover, the imposition of tariffs has created considerable uncertainty in the market. Nonetheless, the temporary suspension of these tariffs for 90 days has raised hopes for a negotiated solution.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8
The Impact of the Top 3 Strategic Imperatives on the Energy Industry

Growth Opportunity Analysis

Risk to Forecast Factors
Top Three Trends Driving Industry Change
Likely Influence of President Trump's Administration will have on Individual Energy Segments
US Power Generation Investment Forecast
US Power Generation Installed Capacity
US Electricity Generated
Trend # 1: The Fundamentals of the Solar PV Market are Strong, but Trade Policies from the Administration Present New Challenges
Exploring the Dynamic Landscape of Solar PV Manufacturing
Why Solar Recycling Could Gain Traction Post-tariffs
Trend # 2: President Trump's Tariffs Threaten to Undermine his Goals for Energy Independence and a Strong Natural Gas Market
Unveiling the Dynamic Forces Shaping the LNG Market landscape
Natural Gas will Continue to Play a Pivotal Role in the Electricity System
Trend # 3: The Trump Administration Prioritizes Investment in Oil, but its Trade Policies Could Threaten How Much Can Be Achieved
Tariff Policies and their Immediate Effects on Oil Markets
Trend # 4: Challenges Persist, but Onshore Wind Energy Remains a Viable Generation Technology in the US
Larger Turbines will Increase Wind Generation Output
Trend # 5: The Offshore Wind Industry is Largely Dead for the Next Four Years
Innovations Shaping the Future Potential of the Wind Energy Market
Trend # 6: Challenging Conditions for Hydrogen as Funding Uncertain
Gaps and Pain Points Across the Hydrogen Value Chain
Trend # 7: Despite Supportive Policies for Nuclear energy, the Key Focus of Growth is Around Life Extensions, Services and Mining
Revitalized Commitment to Nuclear Energy
Trend # 8: Long-term Growth for BESS, but Tariffs Threaten Growth in the Short-term
Unpacking the Geopolitics of Batteries: Powering the Future of Global Tensions
Trend # 9: Tariffs Could Complicate Grid Investment Efforts, but the Need for Modernization is Clear. Congressional Permitting Reform would Accelerate Growth if Passed

Market Dynamics and Industry Response

Distribution Grids are at the Center of the Energy Transformation
The Future of Electric Utilities: A Vision to 2030
Trend # 10: Carbon Capture Poised for Strong Growth as the Administration Favors Fossil-based Technologies
CCUS will Reach a Much Wider Number of Industries by 2030

Growth Opportunity Universe

Growth Opportunity 1: One-stop Shop for Energy Decarbonization Solutions
Growth Opportunity 2: EaaS-A New Investment Opportunity
Growth Opportunity 3: Risk-Gain Share Models and M&A-New Opportunities for Technology OEMs