After a turbulent and dramatic election with Democratic presidential candidate Kamala Harris, Trump successfully won the 47th president of the United States in the early morning of November 6. On November 8th, according to the New York Times, Trump's Climate & environment transition team prepared a series of executive orders and announcements on climate and energy, including letting the United States withdraw from the Paris agreement again.

During Trump's last term, he insisted on withdrawing from the Paris agreement, and then the Biden government rejoined the agreement. Now Trump's choice of a second exit has aroused concerns from all walks of life in the United States. Some experts had predicted that if Trump was elected, the United States would increase its emissions by 4 billion tons of carbon dioxide equivalent by 2030.

Some people think that after the United States withdraws from the Paris agreement for the second time, its policy environment in the field of clean energy and energy storage will be more uncertain. The government may reduce subsidies and support for clean energy and energy storage industries, resulting in greater risks for investment in these fields. In this regard, many insiders speculated that the development of the energy storage industry in the United States would be "cold" during Trump's administration ".

Indeed, as a strong supporter of traditional energy, Trump's support for renewable energy and energy storage industry has always been relatively negative. He has expressed his wish to abolish IRA (Act Inflation, Inflation Reduction Act) policy, which emphasizes clean energy industry. In addition, he threatened to terminate the subsidy for wind energy and stop the offshore wind energy project on the "first day of taking office.

Although in order to win votes during the election, knowing Wang did not hesitate to change his name and claimed to be a huge fan of clean energy, during his last period of administration the cold attitude of the market is obvious to all.

After Trump announced his victory this year, U.S. solar energy and clean energy stocks fell sharply, while the strengthening of Oil concept stocks also proved the overall expectation of the market for Trump's energy future policy from the side.

In contrast, during his tenure, Biden actively promoted the clean energy plan and effectively stimulated the market's enthusiasm for energy storage technology plus-sized the support of energy storage technology. The stock price of energy storage enterprises generally rose. The implementation of IRA Act also further improves the return on investment of energy storage projects, thus attracting more capital to enter the energy storage market.

According to statistics, under the impetus of the Biden government, the capacity of energy storage devices in the United States has achieved rapid growth, from 0.29GW in 2017 to 8.74gw in 2023, which has increased 30 times in just six years.

Although there is a view that Musk, who has "the power of dragon" in Trump's election, is a technology leader mainly engaged in the new energy industry, perhaps influenced by Musk, Nate Trump will gradually adjust his attitude towards clean energy and energy storage industry in his new term.

However, there are also views that the cooperation reached between Musk and Trump is mainly aimed at the relevant positions of the gender bill, focusing on a series of subsequent decrees of clean energy and energy storage industries, trump, who has already won, may not make a concession.

in this regard, some people think that if Trump continues his overall attitude towards clean energy and energy storage industry in his last term, the domestic energy storage market in the United States may be impacted by stages, and relevant enterprises may choose to shift their focus, move to the global market to find more development opportunities. By then, Chinese energy storage enterprises that have already gone to sea will also welcome a new round of competition with American energy storage enterprises.