川普政府對美國能源產業的影響（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個工作天內

價格

簡介目錄

監管改革和政策轉變促進了國內生產和對石化燃料的偏好

川普當選美國總統對國內外各行各業都產生了重大影響，其中也包括能源領域。拜登政府的政策逆轉或暫停，從根本上改變了投資環境。

可再生能源具有成長潛力，但投資節奏和預期收益正在改變。儘管面臨挑戰，美國太陽能市場仍在持續成長，這得益於抗通膨法律、州政府的支持性政策、企業永續性計畫以及擴大太陽能覆蓋範圍的努力。這些因素減輕了聯邦關稅的影響，並正在幫助該行業擴張。

相較之下，離岸風力發電產業在川普總統上任前就一直停滯不前，並面臨挑戰。儘管現任政府優先考慮石化燃料，但全球價格和需求趨勢仍影響著美國國內風電產量的成長率。

此外，關稅的徵收也為市場帶來了巨大的不確定性。然而，暫停徵收這些關稅90天，為談判解決問題帶來了希望。

預測因子風險
推動產業變革的三大趨勢
川普政府對能源產業的影響
美國發電投資預測
美國發電裝置容量
美國的發電
趨勢一：太陽能光電市場基本面強勁，但政府貿易政策帶來新挑戰
探索太陽能光電製造的動態格局
為什麼太陽能回收在關稅訂定後會變得更受歡迎
趨勢二：川普總統的關稅政策有可能破壞他的能源獨立和更強大的天然氣市場的目標。
揭示影響液化天然氣市場格局的動態因素
天然氣繼續在電力系統中發揮關鍵作用
趨勢三：川普政府優先考慮石油投資，但貿易政策可能危及投資收益
關稅政策及其對石油市場的直接影響
趨勢四：挑戰依然存在，但陸域風電仍是美國可行的發電技術。
更大的渦輪機可增加風力發電量
趨勢五：未來四年離岸風電產業將基本維持停滯
形塑風力發電市場未來的創新
趨勢六：資金籌措
氫價值鏈中的差距與問題
趨勢七：儘管有支持核能的政策，但成長重點仍是壽命延長、服務和採礦業
重新運作致力於核能
趨勢八：電池儲能系統（BESS）將長期成長，但電價在短期內威脅成長
解讀電池地緣政治：未來全球緊張局勢的根源
趨勢9：關稅可能會使電網投資工作複雜化，但現代化的必要性是顯而易見的；透過國會授權改革將加速成長。

市場動態和產業反應

電網是能源轉型的核心
電力的未來：2030 願景
趨勢10：政府大力支持石化燃料技術，碳捕獲展現強勁成長潛力
到 2030 年，CCUS 將在更多行業普及

成長機會宇宙

成長機會1：一站式能源脫碳解決方案
成長機會二：EaaS－新的投資機會
成長機會三：風險收益共享模式與併購－科技OEM的新機會

附錄與後續步驟

成長機會的益處和影響
後續步驟Next steps
文件清單
免責聲明

簡介目錄

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