丸红:2025美国是否应重新考虑清洁项目?以电动汽车与可再生能源为例研究报告(英文版)(14页).pdf

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丸红:2025美国是否应重新考虑清洁项目?以电动汽车与可再生能源为例研究报告(英文版)(14页).pdf

1、 1 Marubeni Washington Report Marubeni America Corporation Washington Office Senior Manager(Macroeconomics,Trade and Industry)Kensuke Abe abe- The Trump administration is trying to roll back the climate change policies put in place by the Biden administration,especially with regard to electric vehic

2、les and renewable energy.There is a high possibility that the tax credit programs and related regulations expanded and established by the Inflation Reduction Act will be revised or repealed.However,the policies of the former Biden administration were a tailwind in the United States toward ambitious

3、climate change goals,and even if that tailwind stops,it does not mean that the global trend,state governments,and corporate efforts will all stop.The shift to renewable energy will continue as a big trend.There is also a possibility that President Trumps close advisers may support next-generation nu

4、clear reactors and carbon capture and storage technologies,so some of the tailwind for new climate change-related technologies may continue.In recent years,the US political environment has been a fast-swinging pendulum.The speed of policy change is so fast that businesses relied on current policies

5、cannot survive.By conducting sufficient policy and political research,it is becoming increasingly important to carefully consider where the neutral bottom line is,maintain business continuity,and build a position that can catch the tailwind depending on the policy.Climate change skeptic President Tr

6、ump has returned to the White House and will likely try to roll back many of Bidens climate change policies.Will this mean that zero-emission and green projects in the US will be forced to be reconsidered?In this article,we will analyze how climate change and energy policies will change with the tra

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