Trump’s widespread industry against the wind farm brings in projects that could powers millions of homes in danger

President Donald Trump He promised to release American energy domination, but his executive executive order to the wind farm leads to the risk of oil oil paint that would create enough electricity for millions of American homes.

AND Trump command issued On the first day in the office Unlimited a new covered wind In US coastal waters and stopped new permits until the end of the examination. The order threatens the proposed projects on the eastern coast that have not yet provided permissions with a total value of 32 gigavate forces, according to the consulting company Aurora Energy Research.

“It’s really hard to see right now that any of these projects will be able to move forward,” said Artem Abramov, head of the New Energies Research at Consultky Rystad. Like Aurora, Rystad estimates that there are about 30 gigavate projects on the east coast of the USA in danger.

These projects, if implemented, would provide enough combined power for more than 12 million homes in the US, according to the CNBC analysis of data from the Energy Information Directorate. The order is not expected to influence the construction projects, in the total value of about 5 gigavate, Aurora states.

Trump has left the obligations taken during the Administration of Biden in the fight against climate change, withdrawing the US to the second time from the Paris Agreement. He focused on strengthening the production of fossil fuels, opening US coastal water for oil and gas oil on the same day when he pulled those waters for the wind.

Trump’s command will threaten the efforts of the state in the Middle Atlantic and the northeast to move from fossil fuels and decarbonize their electric network, Abramov said. New York, New Jersey and Virginia, for example, have ambitious goals of pure energy adopted at the state level. But they are too far north to rely on solar energy with a power battery, Abramov said.

“If you want to reach a future where the creation of energy in New York or New Jersey or Virginia is completely without fossil, if that is the ultimate goal, there is no so much alternative to the wind at sea,” Abram said.

The command could ultimately force the states to rely more on the natural gas that emits carbon, according to Rystad and Aurora. But it is almost impossible for the state like New York to fulfill its climatic goals and provide appropriate energy supply, especially downstream in the Metro area in New York, without wind at sea, said Julia Hoos, who runs Aurora’s US East Division.

Power projects waiting in line to connect with the electric network in Downstate New York by 2027 are almost completely wind and gearbox, Hoos said.

“There is almost no possibility of a new gas on the network in the next 18 to 24 months, unless there is a significant reform or there is no kind of fast internet to bring that gas, so you can truly encounter relief problems,” he said Hoos.

But more natural gas creation is likely to be built later in a decade on the backs of Trump’s policies, Hoos said. Investors’ feelings have already switched to gas before the election results are partly due to the need for reliable power to satisfy the demand from aRtifial intelligence data centersSaid Abramov.

Two weeks after Trump’s command, New Jersey has so far decided to progress with the Atlantic Shores project, which became the first wind development in offshore in the country. The State Committee on Municipal Services quoted “uncertainty guided by federal actions and permits” and European oil Shell Pulling out of the project.

“The sea wind farm industry is currently facing significant challenges, and now is the time to patience and discernment,” said Government Phil Murphy in a statement that supports the Committee’s decision.

Murphy, who has set up 100% pure energy in New Jersey by 2035, said that he hoped “Trump’s administration would partner with New Jersey to reduce consumers’ costs, promote energy security and create well -paid construction and production and production jobs. “

At sea wind in the USA “stopped, more or less with the current effect” after Trump’s order, Vestas Energy Wind Systems Executive director Henrik Andersen told investors to invite earnings from February 5th. Danish Vestas is one of the world’s leaders in wind turbines production and servicing.

The wind in the US has increased as a power source in the last 25 years with 2.4 gigavate installed capacities at 150 gigavate by April 2024, according to data from Energy Information Directorate. The GWA generation reached the record that month, surpassing coal strength. The wind currently represents about 11% of the total electricity production in the US.

But the industry fought against the narrow heads of the supply chain and high interest rates. Offshore Wind was already the most expensive form of renewable energy, Abramov said. The developers in the United States have faced a large number of costs because of the challenge of construction on the water, unlike the land, Hoos said.

“The industry hoped the costs would be reduced,” Abramov said. “We have not seen any projects in the United States that have been able to achieve lower levels of energy costs.”

The world’s largest wind developer at sea, Danish Orsted, decided on February 5 Take your goal To install up to 38 gigavate capacity of renewable energy sources by 2030. Orted also reduced its investment program by the end of the decade by about 25% to the range from 210 to 230 billion Danish crowns (about $ 29 billion to $ 32 billion), which is less than 270 earlier billion crowns.

The Orted Winrise Winrise Wind and Revolution projects that are under the construction of offshore New York and new England should not influence Trump’s command, the executive director of Rasmus Errboe told the investors that the company is February 6th. Future development, however, can be threatened.

“We are completely dedicated to move forward and fulfill our obligations,” Errboe said. “We do not expect the executive order to have the consequences on the property under construction, but of course for the asset that is in development, this is a potentially different situation.”

The command should also not affect the coastal Virginia offshore wind, the largest such project under construction in the US at 2.6 Gigavate forces, said Dominion Energy Director Robert Blue investors in collecting a municipal company on February 12th.

“Stopping that would be the most inflationary action that could be done with respect to energy in Virginia, “Blue said.” It is necessary to power the growing market of the data centers we have talked about, critical for the continuation of American superiority in AI and technology. “

The Wind Industry Lobby Group American Clean Power Ua Statement 20. January He described Trump’s warrant as a blanket measure that would endanger domestic energy development and harm American companies and workers. The president’s command is contrary to the aim of administration to reduce bureaucracy and liberate energy, ACP Executive Director Jason Grume said in a statement.

ACP is now trying to get clarity from Trump’s administration on how the command will be implemented, said Frank Macchiarola, the chief director of the group advocacy. It is unclear, for example, when a permit practices and a lease will be completed, Macchiarola said.

The spokesman for the internal affairs department simply said that the Department implements Trump’s executive order when he asked for a comment on a detailed list of questions. Asked when the re -examination of permission and rent will be completed, a spokesman said that any assessment would be hypothetical.

The wind farm is dedicated to cooperation with Trump’s administration, supports the president’s incentive for the energy dominance program and creates the case that renewable energy sources have a key role in the program as the largest new source of electricity in the United States, Macchiarola said.

“When past administrations decided to stifle American energy development that was almost universally considered a mistake,” Macchiarola said.

The allowance of the wind on the mainland has also been stopped to the examination, but part of the industry is unlikely to face a significant impact, Rystad’s Abramov said. The wind farms on the coast are almost completely built on private, not federal land, he said. The market is also saturated, and adding capacity depends mainly on the production of more energy storage, said an analyst.

The offshore wind, however, is a much less mature market in the United States -it has been viewed as the main opportunity to grow industry, Abramov said. But that seems to change quickly.

“They do not see now as a market for continuous wind expansion at sea as long as this command is in force,” the analyst said.

– CNBC’s Gabriel Cortes contributed to this report.