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市場消息:美國國防部延後165個陸域風電項目

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-- 根據《金融時報》週一報道,美國國防部以國家安全為由,叫停了約165個位於私人土地上的陸上風電項目,總裝置容量約30吉瓦。該報道引用了美國清潔能源協會和其他消息來源。 此舉表明美國總統唐納德·川普正在擴大其反對再生能源的行動。川普曾將風電項目描述為“最糟糕的能源形式”,並表示他的目標是“不讓任何風力發電機建成”。 今年3月,Axios曾報道,至少有30個項目完成談判,等待國防部的批准。 《金融時報》引述開發商和顧問的話稱,目前面臨審批延誤的項目數量有所增加,另有30個項目已完成談判並獲得口頭批准,約50個項目正在談判中,還有50個項目根據以往通常只需幾天即可完成的流程,被認為「無風險」。 消息人士告訴該報,自2025年8月以來,專案開發商遭遇了許多挫折,包括國防部缺乏回應、取消討論專案進度的會議以及終止申請流程。 據報道,4月初,國防部致函開發商,表示正在審查其評估能源項目對國家安全影響的流程。該報稱,國防部需要批准風電項目,以確保其不會幹擾雷達系統,也不會對陸軍設施和飛行航線構成風險。 國防部和美國清潔能源公司尚未回覆的置評請求。 同樣以國家安全為由,川普政府曾對多個離岸風電項目和其他位於聯邦土地上的可再生能源開發項目下達停工令,儘管聯邦法院推翻了其中一些命令。 為了增加化石燃料供應,美國內政部於3月與道達爾能源公司(TotalEnergies,簡稱TTE)達成協議,將近10億美元的美國離岸風電投資轉向液化天然氣,具體做法是補償該公司在離岸風電租賃方面的支出。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)

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