The report is "The Historical Evolution, Implementation Logic and Investment Opportunities of the U.S. New Energy Policy: Reshaping the Leviathan", the report has a total of 33 pages, for more important content and core views, please refer to the original report, and the full version can be obtained at the end of the article.
This report provides a detailed review of the historical evolution, implementation logic, and investment opportunities of the U.S. new energy policy. Since the oil crisis, the United States has continuously consolidated its hegemony in the global energy field by promoting the transformation of the energy structure and industrial policy incentives. The report provides an in-depth analysis of the measures taken by the United States to promote the reshoring of the new energy industry and the restructuring of the industrial chain, and summarizes the opportunities and challenges faced by Chinese enterprises in going overseas in this context.
1. The historical evolution of U.S. new energy policy
The U.S. new energy policy has undergone a shift from the "petrodollar framework" to the "clean energy revolution", and has achieved an upgrade from "new economic growth" to "industrial competitiveness". This process can be divided into three phases: first, the phase of energy security and independence (1973-2007), which aimed to ensure the country's energy security; The second is the stage of economic recovery and energy structure transformation (2008-2020), which focuses on promoting economic recovery and transition to clean energy. Finally, there is the stage of enhancing industrial competitiveness (2021-present), which aims to enhance the international competitiveness of the new energy industry through policy incentives and industrial chain reconstruction.
Second, the implementation logic of the U.S. new energy policy
The implementation of the U.S. new energy policy follows a "dual logic" of internal and external policies. Internally, the policy aims to promote the independence of energy security and the return of new energy industries, and enhance the competitiveness of local industries. Externally, it will consolidate its position in the global new energy market by restricting competition with China and promoting the "first-chain alliance" based on the alliance and partner system. In the future, the United States may continue to tighten the scope of imports and subsidies for new energy terminal products to promote the restructuring of the global new energy industry chain and the formation of critical minerals alliances.
3. The great power game between China and the United States and the new energy industry
The game between China and the United States in the field of new energy industry is becoming increasingly fierce. The trend of de-globalization and "decoupling and breaking the chain" has prompted the two countries to accelerate the process of "domestic substitution". The U.S. has slowed the impact of China's new energy industry on the U.S. market by tightening subsidies for the new energy industry and increasing investment access restrictions. At the same time, the differences between China and the United States in the cooperation of the new energy industry also provide an opportunity for China's new energy products to export and production capacity to go overseas.
Fourth, the enlightenment of reality
In the field of new energy industry, the United States has adopted a series of measures such as high tariffs and "anti-dumping and anti-dumping investigations", aiming to promote the "return-near-shore-friendly shore" strategy of the new energy industry. However, constraints such as inadequate infrastructure and conflicting interests at home and abroad have hindered the reshoring of the U.S. new energy industry. In the short term, it will be difficult for the U.S. new energy industry to compete with Chinese companies in terms of scale and cost, but with the gradual strengthening of industrial incentives and subsidies and exclusionary measures, Chinese companies will face pressure to transfer production capacity to Europe and the United States and neutral regions.
In general, the historical evolution, implementation logic, and investment opportunities of the U.S. new energy policy are complex and multifaceted issues. Through in-depth analysis of relevant data and cases, this report aims to provide readers with comprehensive and in-depth insights and provide decision-making reference for relevant enterprises and investors.
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