Broadsu Trump against wind industry exposes projects that could sit millions of houses at risk

President Donald Trump He promised that he would free American energy dominance, but his sweeping executive order focused on wind energy exposes the project pipeline that would generate enough electricity for millions of American homes.

. Order issued by Trump On the first day of office indefinite detained new in the sea In American coastal waters and detention of new permits in anticipation of the end of the review. The order threatens the proposed projects on the east coast, which has not yet secured permits for 32 gigawaty power, in accordance with the data of the consulting company Aurora Energy Research.

“At the moment it is really difficult to see how any of these projects will be able to go forward,” said Artem Abramov, head of New Energies Research in the consultation of Rystad. Like Aurora, Rystad estimates that about 30 gigawats of projects on the east coast of the USA are threatened.

These projects, if implemented, will ensure sufficient total power for over 12 million houses in the USA, according to the analysis of CNBC data from the Energy Information Administration. According to Aurora, the order will not affect construction projects with a total value of about 5 gigawatts.

Trump abandoned the obligations made during the Biden administration to fight climate change, withdrawing the US for the second time from the Paris Agreement. He focused on increasing the production of fossil fuels, opening American coastal waters for oil and gas leasing the same day, which withdrew these waters to the wind.

Trump's order will threaten the efforts of the countries in the central Atlantic and northeast to leave fossil fuels and decarbonized their electric network, said Abramov. For example, in New York, New Jersey and Virginia they have ambitious purposes of pure energy adopted at the state level. But they are too far north to rely on solar energy with power supply, said Abramov.

“If you want to achieve a future in which energy production in New York, New Jersey or Virginia is completely free of fossil, if this is the final goal, there are not so many alternatives to sea wind,” said Abramov.

The order can ultimately force you to rely on natural gas emitting coal, according to Rystad and Aurora. But it is practically impossible for a state like New York to achieve its atmospheric goals and ensure adequate energy supply, especially down the station in the New York subway, without wind at sea, said Julia Hoos, who manages the Aurora Division of the USA.

Hoos said that energy projects waiting in a queue to connect to the electrical network in New York until 2027 are almost completely wind and gearbox.

“There is practically no possibility to bring new gas in the next 18 to 24 months, unless there is a significant reform or there is a quick path to bring this gas online, so you can really encounter problems with reliability,” said Hoos.

Hoos said that more generation of natural gas would probably be built later within a decade at the back of Trump's policy. The sentiment of investors has already gone towards gas before the election results, partly due to the need for credible power, to meet the demand fromIntelligence data centers RTIFICIALAbramov said.

Two weeks after ordering Trump New Jersey, she decided to oppose the Atlantic Shores project, which became the first development of the wind at sea in this state. The State Council for Utoms quoted “uncertainty related to federal activities and permission” and the European direction of oil Shell withdrawal from the project.

“The offshore wind industry is currently in the face of serious challenges, and now it's time for patience and prudence,” said Governor Phil Murphy in a statement supporting the board's decision.

Murphy, who set a goal to achieve 100% pure energy in New Jersey by 2035, said that “Trump's administration would work with New Jersey to reduce costs for consumers, promote energy security and create well -paid jobs in construction and construction places and production. “

Offshore wind in the USA “stopped, more or less with an immediate effect” in Trump's order, Vestas Wind Energy Systems CEO of Henrik Andersen told investors about a conversation about earnings on February 5. Danish Vestas is one of the world leaders in the production and service of wind turbines.

According to data from the United Wind Wind Data, it increased as a power source in the US from 2.4 gigawats installed capacity to 150 gigawatts until April 2024. Energy information administration. A generation with elevators this month, exceeding the power of fired coal. The wind currently accounts for about 11% of the total energy production in the US.

But the industry was struggling with the axle throats and high interest rates. Abramov said that the wind at sea was the most expensive form of renewable energy. Hoos said that the US developers had a lot of certainty costs due to the challenges of building water as opposed to Earth.

“The industry hoped that the cost would fall,” said Abramov. “We have not seen any projects in the United States that were able to achieve lower energy costs.”

The world's largest developer in the sea, Denmark Orsted, decided on February 5 abandon your goal To install up to 38 gigawaty renewable energy capacity by 2030. Orsted also reduced its investment program by the end of the decade by about 25% to a range of 210 to 230 billion Danish crowns (about 29 billion to $ 32 billion), from 270 billion crowns earlier.

Orsted Sunrise Wind and Revolution Wind projects, which are under construction, at sea, New York and New England, respectively, should not affect Trump's order, the general director of Rasmus Errboe, told investors the company of the company of February 6. However, future changes may be threatened.

“We are fully obliged to move them forward and fulfill our obligations,” said Errboe. “We do not expect that the executive order will affect the assets under construction, but of course in the case of the assets developed, this is a potentially different situation.”

The order should also not affect the coastal Virginia Offshore Wind, the largest such project under construction in the USA at 2.6 power gigawatts, the general director of Dominion Energy, Robert Blue, told investors to call to earn money.

“Stopping this would be the most inflationary action that can be taken in relation to energy in Virginia – said Blue. “It must supply the growing data center market we talked about, crucial for the further American superiority in artificial intelligence and technology. “

Lobby group in the American Clean Power wind industry in Statement on January 20 He described Trump's order as a general measure that will threaten the development of domestic energy and hurt American entrepreneurs and robots. The President's Order is contrary to the purpose of the administration, which is to reduce bureaucracy and release energy production, said in a statement the general director of ACP Jason Grumet.

ACP is now trying to get the clarp administration of the implementation of the executive order, said Frank Macchiarola, the group's chief spokesman. Macchiarola said that it was not clear, for example, when a review of permits and leasing internships is completed.

A spokesman for the Interior Department simply said that the department was implementing Trump's ordinance when he was asked to comment on a detailed list of questions. Asked when the review of permits and lease internships is completed, the spokesman said that all estimates would be hypothetical.

The wind industry is involved in cooperation with the Trump administration, supports the president's energy domination agenda and claims that renewable energy sources play a key role in this program as the largest new source of electricity in the USA, said Macchiarola.

“When earlier administrations decided to suppress American energy development, which was almost widely seen as a mistake,” said Macchiarola.

Wind permission on land has also been detained in anticipation of a review, but it is unlikely that some of the industry is unlikely to achieve a significant impact on a significant impact. He said that the Wind Farms Farms are almost completely built on private than federal soil. The analyst said that the market is already saturated and increasing the capacity depends largely on building greater energy storage.

Abramov said, however, that the wind at sea is a much less mature market and was seen as the main development opportunities for the industry. But it seems to change quickly.

“They do not perceive the United States as a continuous market of wind expansion at sea, if this order is there,” said the analyst.

– Gabriel Cortes from CNBC contributed to this report.