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Industry Moves行业动向

Trump Clean Energy Rollbacks Erase $68B in US Investment, Cost 470,000 Jobs特朗普清洁能源政策回调致美国损失680亿美元投资、47万个就业岗位

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  1. A report released July 9, 2026 by nonpartisan business group E2 (analysis by BW Research) finds the Trump administration's rollback of clean energy policies has cost the US nearly 470,000 jobs and $68.2 billion in private capital investment, based on 216 large-scale clean energy manufacturing and power projects canceled, closed, or scaled back since January 2025.
  2. E2 estimates these projects would have added more than $90 billion to US GDP during construction and an additional $55 billion annually once operational, with the report spotlighting battery manufacturing sites such as FREYR's Georgia factory among the affected projects.
  3. For automotive, the retreat weakens the domestic battery and clean-energy manufacturing base that underpins US EV production, increasing the industry's exposure to imported battery supply chains as the sector's growth momentum slows.
  1. 非党派商业组织E2于2026年7月9日发布报告(分析由BW Research完成)显示,特朗普政府清洁能源政策回调已导致美国损失近47万个就业岗位和682亿美元私人资本投资,涉及自2025年1月以来被取消、关闭或缩减的216个大型清洁能源制造和发电项目。
  2. E2估算这些项目原本可在建设期为美国GDP贡献超过900亿美元,投产后每年再贡献550亿美元,报告以乔治亚州FREYR电池工厂等电池制造项目为受影响案例之一。
  3. 对汽车行业而言,这一政策回调削弱了支撑美国电动车生产的国内电池及清洁能源制造基础,在行业增长势头放缓之际,加剧了汽车产业对进口电池供应链的依赖风险。