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cover of episode Is the clean energy economy doomed?

Is the clean energy economy doomed?

2025/5/6
logo of podcast Marketplace All-in-One

Marketplace All-in-One
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People
A
Amy Scott
C
Christopher Knittel
K
Kimberly Adams
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Christopher Knittel: 我认为美国清洁能源经济目前正处于不确定时期，具体取决于《通胀削减法案》中的税收抵免政策是否能够维持，以及联邦政府在清洁能源方面的政策走向。特朗普政府的预算提案实际上取消了《通胀削减法案》中所有清洁能源税收抵免，这将对清洁能源经济造成重大影响。尽管如此，《通胀削减法案》的税收抵免已被充分利用，促进了电池制造、电动汽车、太阳能、风能和氢气生产等领域的投资。共和党对削减这些抵免的抵制并不强烈，他们可能会通过更普遍的投资税收抵免或其他措施（如恢复州和地方税收抵扣上限）来弥补清洁能源税收抵免的减少，以惠及受影响的地区。州一级的清洁能源激励政策是联邦税收抵免的补充，而非替代，联邦政策的缺失会削弱州级激励政策的效果。如果美国不投资清洁能源，可能会通过建设更多的天然气发电厂来满足未来电力需求，但这不利于应对气候变化。全球都在转向电动汽车、太阳能和风能，美国若落后于清洁能源发展，其工业未来将面临风险。《通胀削减法案》不仅是气候政策，也是产业政策，旨在促进美国国内清洁能源产业的发展。特朗普政府的政策可能对美国清洁能源转型造成永久性损害，因为产业发展中的学习效应可能会转移到其他国家。 Kimberly Adams: 我关注到白宫椭圆形办公室的动态，特朗普总统今天会见了加拿大新任总理卡尼。卡尼明确表示加拿大不会被出售，这反映出世界各国对美国作为不可靠伙伴的看法。西雅图的一些酒店和餐馆为加拿大游客提供折扣，以应对加拿大游客对美国商品的抵制。但除了经济因素外，政治和社会因素（如对LGBTQ+社群的歧视）也影响着加拿大游客赴美旅游的意愿。 Amy Scott: 我们最近完成了《How We Survive》气候解决方案播客的最新一季节目，探讨了私人投资如何推动解决方案或延续现有的污染经济。如果没有联邦资金，吸引对高风险领域的私人投资（如能源转型）将变得更加困难。尽管如此，仍然有大量资金流入气候解决方案，但对气候解决方案的私人投资存在抵制，一些既得利益者试图将资金留在化石燃料行业。

Deep Dive

Shownotes Transcript

So far, President Trump’s “drill, baby, drill,” agenda has proven to be a sharp turn from Biden-era climate initiatives, including the landmark spending bill the Inflation Reduction Act (IRA). 

And thanks to President Trump’s attempts to claw back control over IRA funds, as well as his recent budget proposal which drastically cuts climate spending, the future of America’s fast-growing clean energy economy looks uncertain. 

“The world is switching to electric vehicles, the world is switching to solar and wind,” said Christopher Knittel, economics professor and associate dean for climate and sustainability at the MIT Sloan School of Management. “And the less we do domestically, the less capability we build domestically to provide those clean energy resources, the worse off our industries will be in the future.”

Knittel explains President Trump’s efforts to phase out Biden-era climate initiatives, why some Republicans are reluctant to get rid of the IRA entirely, and why the U.S. getting left behind in a world committed to decarbonization poses a threat. 

Plus, the new Canadian Prime Minister Mark Carney told President Trump that Canada is “not for sale” in a meeting earlier today. And, the REAL ID deadline is coming in hot, though not all states seem equally prepared. 

Then, we’ll hear about how Seattle businesses are showing love for Canadian visitors and a listener share’s her daughter’s frustrations with “shrinkflation.”

Here’s everything we talked about today:

Got a question or comment for the hosts? Email [email protected] or leave us a voicemail at 508-U-B-SMART.