又一家绿色能源公司宣布破产，感谢拜登关税

又一家绿色能源公司宣布破产，感谢拜登关税
Another Green Energy Company Declares Bankruptcy, Thank Biden's Tariffs

原始链接: https://www.zerohedge.com/political/another-green-energy-company-declares-bankruptcy-thank-bidens-tariffs

本文讨论了太阳能和电动汽车 (EV) 等可再生能源行业面临的挑战。尽管政府提供了慷慨的补贴，但由于客户需求减少和缺乏资金，几家主要太阳能电池板公司已经破产。需求下降可能归因于利率上升、使用屋顶太阳能电池板的激励措施减少以及材料成本增加。此外，拜登总统旨在支持国内制造商的关税推高了面板价格，导致该行业销量减少和失业。同样，尽管获得了政府补贴，海上风电项目仍面临着不断增长的成本和无利可图的情况，导致英国石油公司(BP)和奥斯特德(Orsted)等一些大公司放弃在这些领域的投资。最后，文章认为，对可再生能源组件执行严格的“美国制造”政策可能会导致价格高企、失业以及实现清洁能源目标的进度延迟。例如，据报道，尽管福特获得了补贴，但由于缺乏合适的基础设施和消费者需求不足，每生产一辆电动汽车就会损失超过 10 万美元。作者最后指出了国家之间的关税争端可能导致未来的贸易冲突。

原文

Authored by Mike Shedlock via MIshTalk.com,

Conflicting goals often leads to the worst of both outcomes. That’s what’s happening with solar panels and EVs.

SunPower Went Bankrupt Despite Huge Subsidies

The Wall Street Journal reports Another Green Energy Subsidy Bust

The 39-year-old SunPower is the latest solar rooftop business to fail this year. Others include Titan Solar Power and Sunworks. SunPower cited a “severe liquidity crisis caused by a sharp decline in demand in the solar market and SunPower’s inability to obtain new capital.” The IRA boosted solar subsidies, so why has demand fallen?

One reason is higher interest rates have made rooftop panel leasing less attractive to customers. Some states like California have scaled back programs that pay customers to send solar power they don’t use to the grid. Such subsidies raise the cost of power for people who don’t have panels. In California the grid is often overloaded with solar power.

The cost of panels has also increased amid overall inflation and President Biden’s tariffs, which were backed by domestic manufacturers and Democrats in Congress. Solar installers warned the tariffs would hurt their industry, and they have. Jobs that Mr. Biden’s subsidies giveth, his tariffs and inflation taketh.

Offshore wind projects are also getting scratched because of rising costs and interest rates that make them uneconomic even with subsidies. BP last year wrote down its U.S. offshore wind business by $1.1 billion. Wind developer Orsted last autumn announced $4 billion in write-downs after walking away from two projects off the New Jersey coast.

BP recently scaled back a planned U.S. biofuels investment. Shell this year said it would close its hydrogen refueling stations in California as few people are buying fuel-cell vehicles, and subsidies for hydrogen production have fallen. Talk about stranded assets.

Tariffs and Subsidies Backfire

Biden only wants clean energy if it every piece of it is made in the USA. That means higher costs, even with subsidies.

I commented on this in advance as it was easy to see.

The attempt force production of solar panels in the US resulted in prices so high that few wanted them.

Three Results

No noticeable increase in US production
Lost jobs from installers
No furthering of clean energy goals

Ford is Losing $100,000 on Every EV

Despite subsidies, Here’s the Staggering Amount of Money Ford Loses on Each EV It Makes

A report says Ford is losing more than $100,000 on each EV.
Ford is reducing spending on EV plans by $12 billion.
Ford is estimated to lose $5.5 billion from its Model e division in 2024.

You either want a faster rollout of EVs and clean energy projects or you don’t.

Insisting companies use only made-in-USA components when the infrastructure is not in place and demand is low leads to losses like these.

Unfortunately, we are in for tariff wars no matter who wins the election.