拜登清洁能源政策全文20220606
由于微信公众号试行乱序推送，您可能不再能准时收到推送。为了不与小韭菜失散， 请将“小韭菜的成长记录”点亮为星标账号，并常点文末右下角的“在看”。
情况说明书：拜登总统采取大胆的行政行动来刺激国内清洁能源制造
2022 年 6 月 6 日•声明和发布
历史性行动包括授权国防生产法案以降低能源成本、加强电网和创造高薪工作
今天的清洁能源技术是我们必须利用的武器库的重要组成部分，以降低家庭的能源成本、降低电网风险并应对气候变化带来的紧迫危机。从第一天起，拜登总统就动员了对这些关键技术的投资。由于他的清洁能源和气候议程，去年标志着美国历史上最大的太阳能、风能和电池部署，我们的国家现在正吸引着对清洁能源制造业的投资。
自拜登总统上任以来，私营部门已投入超过 1000 亿美元的新私人资本，用于在美国制造电动汽车和电池。我们在清洁氢、核能和其他尖端技术方面进行了历史性投资。公司正在投资数十亿美元来发展新的国内海上风电产业。
我们现在也有望在 2024 年之前将国内太阳能制造能力提高两倍。自拜登总统上任以来宣布的国内太阳能制造能力扩张将使目前 7.5 吉瓦的基础产能再增加 15 吉瓦。到他的第一个任期结束时，这将总计 22.5 吉瓦——足以让超过 330 万户家庭每年改用清洁太阳能。
在拜登总统继续推动国会通过清洁能源投资和减税的同时，他正在采取大胆的行动，以迅速巩固这一进展，并为美国制造的清洁能源未来架起一座桥梁。今天，拜登总统正在采取行动：
授权使用《国防生产法》（DPA）加速清洁能源技术的国内生产，包括太阳能电池板部件；
通过指导主供应协议的制定，包括“超级优惠”地位，将联邦采购的全部力量用于刺激更多的国内太阳能制造能力；和
随着国内制造业的迅速扩大，建立一个为期 24 个月的桥梁，以确保美国太阳能部署者为21世纪建设清洁能源项目和电网所需的组件的可靠供应，同时加强我们贸易法律和流程的完整性。
这些行动将共同推动国内制造业、建筑项目和高薪工作——同时降低家庭的能源成本，加强我们的电网，并应对气候变化和环境不公。拥有更强大的清洁能源武库，美国可以成为我们盟友更强大的伙伴，尤其是在普京发动乌克兰战争的情况下。
赌注再高不过了。这就是为什么拜登总统还继续敦促国会迅速通过减税和额外投资，以推动美国清洁能源的制造和部署。如果不采取这些行动，消费者将无法获得削减成本的清洁能源选择，给我们的电网增加风险，并阻碍对应对气候危机至关重要的国内清洁能源建设项目。与此同时，拜登总统将继续利用其行政权力采取大胆行动，打造美国制造的清洁能源未来。
为清洁能源援引国防生产法
今天，拜登总统授权使用《国防生产法》（DPA）来加速清洁能源技术的国内生产——释放新的力量来迎接这一时刻。具体来说，总统授权能源部利用 DPA 迅速扩大美国制造五项关键清洁能源技术：
太阳能电池板零件，如光伏组件和组件组件；
建筑保温；
热泵，超级高效地加热和冷却建筑物；
制造和使用清洁发电燃料的设备，包括电解槽、燃料电池和相关的铂族金属；和
关键的电网基础设施，如变压器。
在部署 DPA 时，拜登-哈里斯政府将大力鼓励使用严格的劳工标准，包括项目劳工协议和社区福利协议，这些协议提供的工资等于或高于现行标准，并包括当地雇佣条款。政府还将大力鼓励具有环境正义成果的项目，这些项目能够在历史上因遗留污染而负担过重的低收入社区实现清洁能源转型。
在此宣布之后，白宫和能源部将召集相关行业、劳工、环境正义和其他主要利益相关者，因为我们最大限度地发挥拜登总统行动所提供的 DPA 工具的影响，并加强国内清洁能源制造。
通过联邦采购促进美国制造的清洁能源
拜登总统还将联邦采购的全部力量用于刺激更多的国内太阳能制造能力。今天，总统指示开发两种创新工具来加速美国制造的清洁能源：
国内制造的太阳能系统的主供应协议，以提高国内清洁电力供应商向美国政府出售其产品的速度和效率；和
所谓的“超级偏好”适用于联邦采购太阳能系统（包括国内制造的太阳能光伏组件）的国内含量标准，符合《购买美国货法案》。
这些联邦采购措施可以在短期内刺激高达 1 吉瓦的国产太阳能组件的需求，并在未来十年仅来自美国政府的需求就高达 10 吉瓦。为了进一步增加这些行动的影响，政府还将与州和地方政府以及市政公用事业公司在这些创新安排中合作——将未来十年的潜在市场影响提高到 100 吉瓦以上。这些采购行动将为振兴国内太阳能制造业提供重要的需求支撑。
支持美国加强电网的清洁能源建设项目
由于私人投资者对拜登总统的领导能力和我们国家对清洁能源未来的承诺充满信心，美国现在有望在 2024 年之前将其太阳能制造能力提高两倍。自总统上任以来宣布的国内太阳能制造能力扩张将增长目前的 7.5 吉瓦容量增加了 15 吉瓦的容量，到他的第一个任期结束时总共有 22.5 吉瓦 - 足以使超过 330 万户家庭每年改用清洁太阳能。为了迅速巩固这一进展并为美国制造的清洁能源未来架起一座桥梁，我们现在需要增加短期太阳能电池板供应以支持美国的建设项目。
今天，拜登总统正在利用他的权力为某些太阳能进口搭建一个为期 24 个月的桥梁，同时加强我们贸易法和流程的完整性。具体来说，总统是：
暂时促进美国太阳能部署者从柬埔寨、马来西亚、泰国和越南采购太阳能组件和电池的能力，规定这些组件可以免税进口 24 个月，以确保美国能够获得充足的供应太阳能组件满足发电需求，同时国内制造规模扩大；和
加强他对维护商务部职业官员正在进行的所有贸易调查的完整性和独立性的承诺，并认识到这些过程在加强我们的经济方面发挥的重要作用。
削减成本、支持高薪工作和促进环境正义的额外步骤
今天的行动建立在本届政府促进国内清洁能源创新和制造以及降低美国人能源成本的现有举措的基础上，包括：
允许在公共土地上使用更多清洁能源。作为拜登-哈里斯许可行动计划的一部分，一项新的五机构合作正在通过内政部加快对公共土地上清洁能源项目的审查，帮助我们在 2025 年之前实现至少 25 吉瓦的许可——足以供电约500万户家庭。这些行动已经将清洁能源许可活动增加了 35%，包括大型太阳能项目的批准和租赁。我们还启动了五个新的可再生能源协调办公室，并将公共土地上的太阳能和风能项目的租金和费用降低了 50% 以上。
在城市和农村地区推广以社区为基础的清洁能源。拜登-哈里斯政府正在通过SolarAPP+ 在线工具帮助 17 个当地社区消除繁文缛节，以便在当天批准住宅太阳能安装许可证，另外 400 个感兴趣的社区正在筹备中。国家气候工作组启动了增加分布式能源部署的新举措，包括屋顶太阳能，重点是将这些项目的好处带给服务不足的社区。去年，美国农业部对农村可再生能源进行了有史以来最大的投资。此外，能源部和卫生与公众服务部正在合作开发和试点一个数字平台，该平台将把符合低收入家庭能源援助计划资格的客户与社区太阳能订阅联系起来，以进一步降低客户的能源成本. 同样，美国住房和城市发展部正在与市政当局合作，使经济适用房的居民能够直接受益于低成本的社区太阳能，而无需增加租金或调整他们的公用事业津贴。
通过高薪工作支持多元化的太阳能劳动力，包括通过自由和公平的选择加入工会获得稳定职业的途径。 太阳能行业的工作一直位居全国增长最快的行业之列，许多工作只需要高中教育或 GED。经济发展署最近拨款支持部落和受煤炭影响社区的太阳能就业培训。此外，能源部发布了信息请求并举办了六场研讨会，以确定利益相关者的共同目标和需求，包括行业、工会和培训组织。美国能源部将继续探索这些问题，包括提供资金、与行业、其他联邦机构和州就业委员会的新合作，以制定公平的以工人为中心的培训和教育计划、基于工作的学习机会以及支持服务，例如职业咨询、指导和就业准备计划。
为出口发展清洁能源国内制造并在盟国建设能力。美国进出口银行 (EXIM) Make More in America 倡议于 4 月获得 EXIM 董事会批准，将优先投资扩大清洁能源制造。美国国际开发金融公司支持在世界各地的盟国建立有弹性的清洁能源制造供应链，减少全球对中国的依赖。
投资清洁能源以提高波多黎各的恢复力：拜登-哈里斯政府与波多黎各联邦联手推进了数十个太阳能项目，这些项目将使波多黎各能够实现其 100% 可再生电力的目标，同时提高电力部门的恢复力并增加获得更实惠的能源和更清洁的空气的机会。
FACT SHEET: President Biden Takes Bold Executive Action to Spur Domestic Clean Energy Manufacturing
JUNE 06, 2022•STATEMENTS AND RELEASES
Historic Actions Include Authorizing Defense Production Act to Lower Energy Costs, Strengthen Power Grid, and Create Good-Paying Jobs
Today’s clean energy technologies are a critical part of the arsenal we must harness to lower energy costs for families, reduce risks to our power grid, and tackle the urgent crisis of a changing climate. From day one, President Biden has mobilized investment in these critical technologies. Thanks to his clean energy and climate agenda, last year marked the largest deployment of solar, wind, and batteries in United States history, and our nation is now a magnet for investment in clean energy manufacturing.
Since President Biden took office, the private sector has committed over $100 billion in new private capital to make electric vehicles and batteries in the United States. We have made historic investments in clean hydrogen, nuclear, and other cutting-edge technologies. And companies are investing billions more to grow a new domestic offshore wind industry.
We are also now on track to triple domestic solar manufacturing capacity by 2024. The expansions to domestic solar manufacturing capacity announced since President Biden took office will grow the current base capacity of 7.5 gigawatts by an additional 15 gigawatts. This would total 22.5 gigawatts by the end of his first term – enough to enable more than 3.3 million homes to switch to clean solar energy each year.
While President Biden continues pushing Congress to pass clean energy investments and tax cuts, he is taking bold action to rapidly build on this progress and create a bridge to this American-made clean energy future. Today, President Biden is taking action to:
Authorize use of the Defense Production Act (DPA) to accelerate domestic production of clean energy technologies, including solar panel parts;
Put the full power of federal procurement to work spurring additional domestic solar manufacturing capacity by directing the development of master supply agreements, including “super preference” status; and
Create a 24-month bridge as domestic manufacturing rapidly scales up to ensure the reliable supply of components that U.S. solar deployers need to construct clean energy projects and an electric grid for the 21st century, while reinforcing the integrity of our trade laws and processes.
Together, these actions will spur domestic manufacturing, construction projects, and good-paying jobs – all while cutting energy costs for families, strengthening our grid, and tackling climate change and environmental injustice. With a stronger clean energy arsenal, the United States can be an even stronger partner to our allies, especially in the face of Putin’s war in Ukraine.
The stakes could not be higher. That is why President Biden also continues to urge Congress to quickly pass tax cuts and additional investments that advance U.S. clean energy manufacturing and deployment. Failing to take these actions would deny consumers access to cost-cutting clean energy options, add risks to our power grid, and stall domestic clean energy construction projects that are critical to tackling the climate crisis. At the same time, President Biden will keep using his executive authority to take bold action to build an American-made clean energy future.
INVOKING THE DEFENSE PRODUCTION ACT FOR CLEAN ENERGY
Today, President Biden is authorizing the use of the Defense Production Act (DPA) to accelerate domestic production of clean energy technologies – unlocking new powers to meet this moment. Specifically, the President is authorizing the Department of Energy to use the DPA to rapidly expand American manufacturing of five critical clean energy technologies:
Solar panel parts like photovoltaic modules and module components;
Building insulation;
Heat pumps, which heat and cool buildings super efficiently;
Equipment for making and using clean electricity-generated fuels, including electrolyzers, fuel cells, and related platinum group metals; and
Critical power grid infrastructure like transformers.
In deploying the DPA, the Biden-Harris Administration will strongly encourage the use of strong labor standards, including project labor agreements and community benefits agreements that offer wages at or above the prevailing rate and include local hire provisions. The Administration also will strongly encourage projects with environmental justice outcomes that empower the clean energy transition in low-income communities historically overburdened by legacy pollution.
Following this announcement, the White House and the Department of Energy will convene relevant industry, labor, environmental justice, and other key stakeholders as we maximize the impact of the DPA tools made available by President Biden’s actions and strengthen domestic clean energy manufacturing.
BOOSTING MADE-IN-AMERICA CLEAN ENERGY WITH FEDERAL PROCUREMENT
President Biden is also putting the full power of federal procurement to work spurring additional domestic solar manufacturing capacity. Today, the President directed the development of two innovative tools to accelerate Made-in-America clean energy:
Master Supply Agreements for domestically manufactured solar systems to increase the speed and efficiency with which domestic clean electricity providers can sell their products to the U.S. Government; and
So-called “Super Preferences” to apply domestic content standards for federal procurement of solar systems, including domestically manufactured solar photovoltaic components, consistent with the Buy American Act.
These federal procurement measures can stimulate demand for up to a gigawatt of domestically produced solar modules in the near term, and up to 10 gigawatts over the next decade from U.S. government demand alone. To further increase the impact of these actions, the Administration will also partner with state and local governments and municipal utilities in these innovative arrangements – increasing the potential market impact over the next decade to as much as over 100 gigawatts. These procurement actions will provide a significant demand anchor for a revitalized domestic solar manufacturing industry.
SUPPORT FOR U.S. GRID-STRENGTHENING, CLEAN ENERGY CONSTRUCTION PROJECTS
Because of private investor confidence in President Biden’s leadership and our national commitment to a clean energy future, the United States is now on track to triple its solar manufacturing capacity by 2024. The expansions to domestic solar manufacturing capacity announced since the President took office will grow the current 7.5 gigawatts of capacity by an additional 15 gigawatts of capacity, for a total of 22.5 gigawatts by the end of his first term – enough to enable more than 3.3 million homes to switch to clean solar energy every year. To rapidly build on this progress and create a bridge to this American-made clean energy future, we need to boost short-term solar panel supply to support construction projects in the United States right now. This is because grid operators around the country are relying on planned solar projects to come online to ensure there is sufficient power to meet demand, and to ensure we can continue to deploy solar at the rates needed to keep us on track to meet the President’s climate goals.
Today, President Biden is using his powers to create a 24-month bridge for certain solar imports while reinforcing the integrity of our trade laws and processes. Specifically, the President is:
Temporarily facilitating U.S. solar deployers’ ability to source solar modules and cells from Cambodia, Malaysia, Thailand, and Vietnam by providing that those components can be imported free of certain duties for 24 months in order to ensure the U.S. has access to a sufficient supply of solar modules to meet electricity generation needs while domestic manufacturing scales up; and
Reinforcing his commitment to safeguarding the integrity and independence of all ongoing trade investigations by career officials at the Department of Commerce and recognizing the vital role these processes play in strengthening our economy.
ADDITIONAL STEPS TO CUT COSTS, SUPPORT GOOD-PAYING JOBS, AND ADVANCE ENVIRONMENTAL JUSTICE
Today’s actions build on this Administration’s existing initiatives to grow domestic clean energy innovation and manufacturing and to lower energy costs for Americans, including:
Permitting More Clean Energy on Public Lands. As part of the Biden-Harris Permitting Action Plan, a new five-agency collaboration is expediting reviews of clean energy projects on public lands through the Department of the Interior, helping us race ahead toward permitting at least 25 gigawatts by 2025 – enough to power around five million homes. These actions have already increased clean energy permitting activities by 35 percent, including major solar project approvals and leases. We have also launched five new Renewable Energy Coordination Offices and reduced rents and fees by more than 50 percent for solar and wind projects on public lands.
Boosting Community-Based Clean Energy in Cities and Rural Areas. The Biden-Harris Administration is helping 17 local communities remove red tape with the SolarAPP+ online tool to enable same-day approvals for residential solar installation permits, and an additional 400 interested communities are in the pipeline. The National Climate Task Force launched new initiatives on increasing deployment of Distributed Energy Resources, including rooftop solar, with a focus on bringing the benefits of these projects to underserved communities. The United States Department of Agriculture provided the largest-ever investment in rural renewable energy last year. In addition, the Department of Energy and the Department of Health and Human Services are partnering to develop and pilot a digital platform that will connect customers who are eligible for the Low Income Home Energy Assistance Program with community solar subscriptions, to further reduce customer energy costs. Likewise, the U.S. Department of Housing and Urban Development is working with municipalities to enable residents of affordable housing to directly benefit from low-cost community solar power without seeing a rent increase or adjustment to their utility allowance.
Supporting a Diverse Solar Workforce with Good-Paying Jobs, including pathways to stable careers with the free and fair choice to join a union. Solar industry jobs consistently rank among the top fastest-growing in the nation, and many require only a high school education or GED. The Economic Development Administration recently awarded funding to support solar employment training in tribal and coal-impacted communities. In addition, the Department of Energy has issued a Request for Information and hosted six workshops to determine common goals and needs from stakeholders, including industry, unions, and training organizations. DOE will continue to explore these issues, including by providing funding, new collaborations with industry, other federal agencies, and state-based job boards to develop equitable worker-centric training and education programs, work-based learning opportunities, and support services such as career counseling, mentorship, and job readiness programs.
Developing Clean Energy Domestic Manufacturing for Export and Building Capacity in Allied Nations. The Export-Import Bank of the United States (EXIM) Make More in America Initiative, approved by the EXIM board in April, will prioritize investments to expand clean energy manufacturing. The U.S. International Development Finance Corporation supports building resilient clean energy manufacturing supply chains in allied nations around the world, reducing global dependence on China.
Investing in Clean Energy for Resilience in Puerto Rico: The Biden-Harris Administration joined forces with the Commonwealth of Puerto Rico to advance dozens of solar energy projects that will enable Puerto Rico to meet its target of 100% renewable electricity, while improving power sector resilience and increasing access to more affordable energy and cleaner air.
星球已经正式运营，目前365元/年，也就是一天一元钱而已。
星球分享什么内容呢？
顾名思义，就是各种券商关于上市公司或行业的最新的电话会议调研纪要。
基本上，这就是一个调研纪要的汇集地，更新及时，纪要齐全，消费、科技、医药、周期、热点都有覆盖，很好的投资工具。
小韭菜认为，要跟踪企业动态、边际变化，上市公司电话纪要是必不可少的一个的工具。
那么，关注基本面投资，没渠道或者没精力和时间在网上和各种群到处找调研纪要，追求效率和便捷，认为节省下来的时间比星球费值钱的朋友，可以考虑加入。
特别是行业专家对于行业和公司的观点，不像机构研报只说利多，利空一笔带过或者干脆不提。
作为价值投资小散，没有渠道或者精力，亲自去做草根调研的情况下，参考行业专家的观点，非常有必要！
加入星球后，可以添加星主微信号：smalljiucai，方便加入微信调研交流群呦！
欢迎点赞转发~