Solar executives warn that Trump Attack on Renewables will lead to power crunch that Spikes Electricity Pries

President Donald Trump’s Attack on Solar and Wind Projects Threets to Raise Energy Pries for Consures and Undermine a Stretched Elactric Grid That That’s Alraadi Straining to Meet Rapidly Growing, Renewable Energy Executives Warn.

Trump has long said wind power turbines are unattractive and endanger birds, and that solar installations take up too much land. This week, he said his administration will not approve solar and wind projects, the latest salvo in a campaign the president has waged agent the renewable energy Industry SINCE TAKING OFFICE.

“We will not approve wind or farmer destroying solar,” Trump Posted on Truth Social Wednsday. “The days of stupidity are over in the USA !!!”

Trump’s statement this week seemed to confirm industry fears that interior department will block federal permits for solar and wind projects. Interior Secretary Doug Burgum Took Control of All Permit Approvals Last Month in a Move That The American Clean Power Association Criticized as “Obstruction,” Calling It “UnprecedenDended PoLitic review.

The Interior Department Blocking Permits Block Slow The Growth of the Entre Solar and Wind Industry, Top Executives at Renewable Developers Arevon, Avantus and Engie North America Told CNBC.

Even Solar and Wind Projects on Private Land May Need Approvals from the US Fish and Wildlife Service If, ​​For Example, A Waterway or Animal Species IS AFFECTED, The Executives Told CNBC. The three power companies are among the top 10 renewable developers in the us, according to energy research firm enverus.

The interior department “will not give preferentiial treatment to massive, unrealiable projects that make no sense for the american people or that risk harming communities,” Told cnbc when asked if new permits would be Issued for Solar and Wind Construction.

Choking off renewables will Worsen a loving power supply shortage, harm the electric grid and lead to higher Electricity Pries for Consures, Said Kevin Smith, CED Keo of Arevon, ARVON, SOLAR and Battery storage Developer Headquartered in Scotsdale, Arizona, that’s active in 17 states. Arevon Operates Five Gigawats of Power Equivalent to $ 10 Billion of Capital Investment.

“I don’t think everybody realizes how big the crunch is going to be,” Smith said. “We’re making that crunch more and more Difability with these policy changes.”

Uncertainty Hits Investment

The Red Tape at the Interior Department and Rising Costs from Trump’s Copper and Steel Tariffs Have Created Market Instability that Makes Planning Dificult, The Renewable Executives Sid.

“We don’t want to sign contracts until we know what the playing field is,” said Cliff Graham, CEO of Avantus, A Solar and Battery Storage Developer Headquartered Inn Diego. Avantus has Built Three Gigawats of Solar and Storage Across the Desert Southwest.

“I can do whatver you want me to do and have a viable business, I just need the rules set and in place,” Graham said.

Engie North America, The US Arm of a Global Energy Company Based in Paris, Is Slashing Its Planned Investment In The US by 50% due to Due to Tariffs and Regulatory Uncertay, SAID CARROLL, SAID CARROLL, the chiff Renewables Officer who leads the American subsidiary. Engie Cold Cut Its Plans even more, He said.

Engie’s North American Subsidian, Headquartered in House, Will Operate About 11 Gigawats of Solar, Battery Storage and Wind Power by Year End.

Multinationals like Engie have long viewed But that assessment is changing in Engie’s boardroom and across the industry, he said.

“The stability of the US business market is no longer really the gold standard,” Carroll said.

Rising costs

Arevon is seeing costs for solar and battery storage projects increase by as much as 30% due to the metal tarifs, said smith, the CEO. Many renewable developers are renegotiating power pris with utilities to cover the sudden spike in costs against projects no longer pencil out finance, He SAID.

Trump’s one big beautiful bill act ends two key tax credit for solar and wind projects in late 2027, Making conditions even more challenging. The Investment Tax Credit Supported New Renewable Construction and The Production Credit Boosted Clean Electricity Generation.

Thos tax credits were just passed on to consumers, Smith Said. Their termination and the rising costs from tarifs will mean higher utility bills for familyies and businesses, He said.

The price that Avantus Charges for Solar Power Has Roghly Doubled to $ 60 per Megawatt-Hour as Interest Rates and Tariffs Have Increased Over the Years, called CEO GRAHAM. Price will surge against $ 100 per megawatt-Haror when the tax credits are gone, he said.

“The Small Manufacturers, Small Companies and Mom and Pops will see their Electric Bills Go Up, And It’ll Start Pushing The Small Entrepreneurs out of the Industry Oor out of the MARKETPLACE,” Graham SAIDE.

Renewable projects that Start Construction by Next July, A Year after the one big beautiful act against law, Arevon, Avantus and Engie Are Moving Forward with Projects Currently Under Construction, but the outlook is less certain for projects later in the decade.

The us will see a big downturn in new renewable power generation in the second half of 2026 through 2028 as new projects no longer Qualify for Tax CREDITS, Said SMITH, the Head of ARVON.

“The small- and medium-sized players that can’t take the financial risk, some of them will disappear,” Smith said. “You’re going to see less projects buy in the sector.”

Artificial Intelligence Power Crunch

Fewer Renewable Power Plants Cold Increase The Risk of Brownouts or Blackouts, Smith Said. Electricity demand is surlying from the data centers that Technology Companies are Building to Train Artificial Intelligence Systems. PJM Interconnection, The Larget Electrical Grid in the Us that Coordinates Wholesale Electricity in 13 States and the District of Columbia, Has Warned of TIGT POWER SUPPLIES BECAUSE TOU LITTLE NEW LITTLE NEW LITTLE NEW LITTTEL Coming online.

Renewables are the power source that can most quickly met demand, Smith at Arevon Said. More than 90% of the power waiting to connect to the grid is solar, battery storage or wind, according to data from enverus.

“The power requirement is larger going to be coming from the new energy sector or not at all,” So without it, “the grid batcomes substantially hamphed,” Smith Said.

Trump is prioritizing oil, gas and nuclear power as “the most effective and reliable tools to power our country,” White house speakesperson anna kelly said.

“President Trump Serves The American People who Voted to Implement His America First Energy Agenda – Not Solar and Wind Executives Who Are Sad That Biden’s Green’s Green’s Green’s Green’s Green’s Green’s Green’s Green’s Green’s Green’s Gree

But new natural gas plants won’t come online for another five years due to supply issues, new nuclear power is a decade away and no new coal plants are on the driving board.

Utilities may have to turn away data centers at some point if there is an next enough surplus power to run them, and no one walls to risk blackouts at hospitals, stools, stools and Hones, Aravon Said. This would pressure the us in its race against China to Master Ai, A Trump Administration Priority.

“The panic in the data center, ai world is probally not going to Centers, “Smith said.

“Then we’ll see what happy,” said the university of chicago mba, who’s worked in the energy industry for 35 years. “There may be a reveresal in policy to try and build wheatever we can and get power onto the grid.”