Solar executives say

President Donald TrumpThe attack on sunny and wind projects threatens to increase energy prices for consumers and undermine the stretched electric network, which is already intense to meet rapidly growing demand, warning the heads of renewable energy sources.

Trump has long said that wind turbines did not enter and threaten birds, and that solar settings occupy too much land. This week he said his administration Don’t approve the sun and wind Projects, the last volley in the campaign that the president has been against the renewable energy industry since his or her entry.

“We will not approve the wind or farmer by destroying the solar,” – Trump Published on the truth of the social Wednesday. “The Days of Nonsense ended in the US !!!”

Trump’s statement this week seemed to confirmed the fighting of the industry that the Department of Internal Affairs would block federal and wind projects. Secretary of Internal Affairs Doug Burgum took under control all permits Last month, the US Association of Pure Energy criticized as an “obstacle”, calling it an “unprecedented political review”.

Department of Internal Affairs, which blocks permits, slow down the growth of the entire solar and wind industry, top renewable developers Arevon. I and Engie North America said CNBC.

Even solar and wind projects on private land may need resolution of fish and wildlife service, if, for example, a waterway or animal species, executives reported CNBC. Three electricity companies are among the top 10 renewable developers in the US, according to Energy Research Company Enverus.

The Department of Internal Affairs “will not give preferential treatment of massive, unreliable projects that do not make sense for the American people, or the risk of damaging communities and the environment,” the CNBC press said if new suns and wind permits would be issued.

Eliminating renewable energy sources will worsen the lack of power supply, harm the electrical network and will increase electricity prices for consumers, said Kevin Smith, CEO of Arevon, developer solar and battery storage in ScotsDel, Arizona. Acene operates five gigawat power, equivalent to $ 10 billion in capital investment.

“I don’t think everyone understands how big it will be,” Smith said. “We complicate this crunch with these policy changes.”

Uncertainty gets into investment

According to the heads of renewable sources, the red tape in the internal affairs department and the growth of copper costs and steel tariffs created the volatility of the market, which makes it difficult to plan.

“We do not want to sign the contracts until we know what the playing field is,” said Cliff Graham, CEO of Avantus, solar and battery developer in San Diego. Avantus built three solar gigawat and storage in the southwest of the desert.

“I can do whatever you want and I was engaged in a viable business, I just need the rules in place,” Graham said.

English North American, American company Global Energy Company, based in Paris, reduces the planned investment in the US by 50% of the tariffs and regulatory uncertainty, said David Carol, the main director of renewable sources headed by the US daughter. He could reduce his plans even more, he said.

The North American company ENGIE, with the Houston headquarters, will run about 11 solar gigawat, battery storage and wind.

Carol said multinational companies such as Annie have long regarded the United States as one of the most stable business conditions in the world. But this assessment changes in the Meetings Hall and all over the industry, he said.

“The resistance of the American business -market is no longer a gold standard,” Carol said.

Expenditure growth

Arevon watches as the cost of sunny and battery increases by as much as 30% of the metal tariffs, said Smith, the CEO. Many renewable developers are talking about electricity prices with utilities to cover a sudden surge in costs as projects are no longer out of financial development, he said.

One big beautiful Trump’s bill ends two key tax credits for solar and wind projects at the end of 2027, making the conditions even more complicated. The investment tax loan has supported the new renewable construction and production loan in increasing electricity production.

Smith said these tax credits were handed over to consumers. According to him, their termination and rise in tariff costs will mean higher utilities for families and enterprises.

The cost paid by Avantus for solar energy has doubled to $ 60 per megawatt-hour, as interest rates and tariffs have increased over the years, said CEO Graham. He said the prices would increase to about $ 100 again per megawatt-hour when tax credits are gone, he said.

“Small manufacturers, small companies, moms and pops will see that their electrical accounts are rising, and they will start to push small entrepreneurs from the industry or from the market,” Graham said.

Renewable projects starting the construction by next July, a year after one great beautiful act became a law, will still claim tax benefits. Arevon, Avant and Annie are moving forward with the projects that are now being built, but the forecast is less confident for projects in the next decade.

The United States will see a large decline in new production of renewable electricity sources, starting from the second half of 2026 to 2028, as new projects are no longer eligible for tax loans, said Smith, head of Arenon.

“Little and medium-sized players who cannot raise financial risk, some will disappear,” Smith said. “You are going to see fewer projects built in the sector.”

Artificial Intelligence of Crisis force

Smith said less renewable power plants could increase the risk of brown and shutdowns. Electricity Demand at Data Center These technology companies are built to prepare artificial intelligence systems. PJM relationshipThe largest electric network in the US, which coordinates wholesale electricity in 13 states and in the Colombia county, warns of Dense power supplies Because too little new generation goes online.

Renewable sources are a source of power that can faster meet the demand, Smith said in Arevon. According to Enverus, more than 90% of the power that expects connection to the network, battery storage or wind.

“The requirement for power is largely coming from the new energy sector or not at all,” so without it, “the network becomes significantly,” Smith said.

Trump puts priorities for oil, gas and nuclear energy as “the most effective and reliable tools for our country’s food,” said White House press secretary Anna Kelly.

“President Trump serves as the American people who voted in favor of implementing his first energy program in America – not solar and wind leaders who are sad that Biden’s green scam is over,” Kelly said.

But the new natural gas plants will not be released on the Internet for another five years with the supply problems, the new nuclear energy is in decades, and new coal plants on the drawing board.

Utility services may have to turn to the data centers at some point because they lack the surplus for their launch, and no one wants to risk darkening in hospitals, schools and homes, Smith Arenon said. This will press on the US in its race against China to master the Trump administration.

“Panic at the data center, AI is probably not going to put another 12 months when they begin to realize that they cannot get the right power in some of these areas where they plan to build data centers,” Smith said.

“Then we will see what will happen,” MBA said at the University of Chicago, which worked in the 35 -year energy field. “It is possible that politics has a reversal to try to create everything you can and get electricity on the network.”