
民主党在期中选举中的胜利可以减缓特朗普的气候政策倒退,但他们无法完全将其逆转,因为他仍然可行使否决权,且气候并非选民的首要关切。
Democrats’ midterm win can slow Trump’s climate rollback, but they cannot fully reverse it because he can still veto bills and climate is not a top voter priority.
他们可能会利用拨款法案和传票来保护可再生能源、恢复气候资金,并对削减风能、太阳能和排放法规的做法提出挑战,同时将有关行动包装为降低成本和创造更多就业。
They may use funding bills and subpoenas to protect renewables, restore climate funding, and challenge cuts to wind, solar and emissions rules, while framing action as lower costs and more jobs.
对于亚洲和《联合国气候变化框架公约》第三十一届缔约方大会(COP31)而言,美国在清洁技术和气候外交方面依然较为薄弱,而中国则处于领先地位;选举结果可能会带来希望,但不会很快恢复美国的领导地位。
For Asia and COP31, the US remains weaker on clean tech and climate diplomacy, while China leads; the result may lift hope, but it will not restore US leadership soon.
新加坡报道——自重返白宫以来,美国总统唐纳德·特朗普一直在无情地发起斗争,以废除或扼杀美国的气候法规、减少绿色投资,并胁迫企业收回净零排放承诺。
AI generated SINGAPORE - Since returning to the White House, US President Donald Trump has waged a ruthless battle to revoke or strangle US climate regulations, reduce green investment and bully companies into rolling back net-zero emissions pledges.
这种情况即将改变。11月3日民主党取得的戏剧性胜利将终结特朗普气候政策倒退不受制衡的时代。对国会两院的控制意味着民主党可以阻止特朗普破坏可再生能源投资或残存排放法规的任何进一步企图。但目前不要指望美国气候政策会出现戏剧性的重置。
That’s about to change. The dramatic Democratic victory on Nov 3 will end the era of Trump’s unchecked climate rollback. Control of both houses of Congress means the Democrats can stifle any further attempts by Trump to derail renewable energy investment or remaining emissions regulations. But don’t expect a dramatic reset on US climate policy for now.
总部位于伦敦的气候政策智库E3G华盛顿办公室执行主任克拉伦斯·爱德华兹表示:“虽然各政治光谱的多数人都承认气候变化是真实的,但与生活成本和能源可靠性关切相比,它并不是公众的首要关切。”
“While majorities across the spectrum accept that climate change is real, it is not a top-tier public priority compared with cost-of-living and reliability concerns,” said Clarence Edwards, executive director of the Washington office for London-based climate policy think tank E3G.
分析人士表示,民主党将不得不应对特朗普否决国会法案的权力。而摆在民主党面前的长长政策优先事项清单意味着他们必须谨慎选择下一步行动。
Analysts say the Democrats will have to navigate Trump’s power to veto bills from Congress. And the long list of policy priorities facing the Democrats means they will have to choose their next steps carefully.
专注于亚洲能源转型的智库“能源转型研究所”董事总经理普特拉·阿迪古纳表示:“这将取决于民主党如何选择他们的争夺战场,以及如何向美国公众阐述气候议题,以满足他们的当务之急:经济、能源的可承受性以及就业。”
“It will hinge on how the Democrats pick their battles and frame the climate topics to the American public to meet their immediate concerns: economy, energy affordability and jobs,” said Putra Adhiguna, managing director of the Energy Shift Institute, a think tank focusing on Asia’s energy transition.
尽管如此,鉴于民主党历来支持绿色能源和气候行动,他们在期中选举中的强劲表现将使寻找积极信号的投资者受到鼓舞——并且也让人看到民主党赢得2028年总统大选的可能性。
Still, given the Democrats’ traditional support for green energy and climate action, their strong performance in the midterms will hearten investors looking for positive signals – and the possibility that the Democrats will win the 2028 presidential election.
美国发生的事情依然重要。作为世界最大经济体以及仅次于中国的第二大温室气体污染国,由于特朗普对化石燃料行业和耗能巨大的数据中心的支持,美国的碳排放量再次上升。而这正值全球气温创下纪录、全球各地气候影响恶化之际。
And what happens in the United States still matters. As the world’s largest economy and second-largest greenhouse gas polluter after China, the country's emissions have risen again, thanks to Trump’s support for the fossil fuel industry and energy-hungry data centres. Right at a time of record global temperatures and worsening climate impacts around the globe.
然而,对亚洲而言,重启气候行动的影响将更为微妙,因为自从特朗普放弃气候外交并实施惩罚性关税以来,该地区的各国政府在绿色投资方面已经变得更加独立于美国。
For Asia, however, the impacts of renewed climate action will be more nuanced as governments in the region have become more independent of the US in green investments since Trump’s abandonment of climate diplomacy and his use of punishing tariffs.
特朗普曾让美国退出《巴黎协定》和联合国的主要气候公约,并利用关税大幅削减来自亚洲的清洁技术出口,例如在东南亚制造的太阳能电池板。民主党可以发出有益的信号,表明他们支持回归更具合作性的全球气候行动和成本更低的绿色能源。撤销特朗普反气候政策的下一步措施。
Trump withdrew the US from the Paris Agreement and the United Nations’ main climate convention and used tariffs to slash clean-tech exports from Asia, such as solar panels made in South-east Asia. Democrats can usefully signal that they support a return to more cooperative global climate action and lower-cost green energy. Next steps to roll back Trump’s anti-climate policies.
由民主党控制的国会仍然可以阻止并可能开始逆转特朗普的一些反气候措施。
A Democrat-controlled Congress can still halt and possibly start to reverse some of Trump’s anti-climate measures.
风险情报公司韦里斯·梅普尔克罗夫(Verisk Maplecroft)的气候与韧性负责人威尔·尼科尔斯(Will Nichols)表示:“民主党人无法直接逆转气候倒退政策,因为他们的人数不足以推翻总统的否决权。但他们可以进行谈判,而拨款法案可能是他们最强大的筹码。”
“The Democrats cannot reverse climate rollbacks outright as they lack the numbers to override a presidential veto. But they can bargain, and funding bills are likely their strongest lever,” said Will Nichols, Head of Climate and Resilience at risk intelligence company Verisk Maplecroft.
他说,例如,白宫将需要民主党人的投票来批准维持政府运转的资金。他们可以利用这一筹码来推动对可再生能源的更强力支持、恢复更严格的环境标准,以及恢复清洁能源和气候韧性资金。
For example, the White House will need Democratic votes to approve funding to keep the government running. They can use this leverage to push for stronger support for renewables, a return to tougher environmental standards, and restoring clean-energy and climate-resilience funding, he said.
凭借新赋予的传唤权,民主党人将能够审查削弱联邦环境与气候政策的企图,并迫使政府官员和商界人士出庭作证。
And armed with new subpoena powers, the Democrats will be able to scrutinise attempts to roll back federal environmental and climate policies and force administration officials and business figures to testify.
爱德华兹表示,具体而言,国会可能会重新审视特朗普的《一个美丽宏大且美好的法案》(One Big Beautiful Bill Act)中的条款,这些条款加速淘汰了数十亿美元的风能和太阳能税收抵免。
Specifically, Congress could revisit Trump’s One Big Beautiful Bill Act provisions, which accelerated the phase-out of billions of dollars of wind and solar tax credits, said Edwards.
他补充说,民主党人还可能将矛头对准废除拜登执政时期的大部分发电厂温室气体标准,以及撤销企业车队燃油经济性标准的举措。
The Democrats might also target the repeal of most Biden-era power-plant greenhouse-gas standards and the rollback of corporate fleet fuel economy standards, he added.
爱德华兹指出:“在部分能源议题上,两党依然有可能达成共识;于9月30日在参议院提出的《2026年两党美利坚负担能力与就业法案》(Bipartisan American Affordability and Jobs Act of 2026)是最明确的近期可行途径。”该法案将简化审批流程,要求大型数据中心承担更多新增电网成本,并解决其他有关负担能力和可靠性的举措。
“Bipartisan agreement remains possible on selected energy issues; the Bipartisan American Affordability and Jobs Act of 2026 (introduced in the Senate on Sept 30) is the clearest near-term vehicle,” Edwards said. It would streamline permitting, require large data centres to bear more of their incremental grid costs, and address other affordability and reliability measures.
将气候举措重新包装为降低生活成本,各州也可能会推动绿色议程。例如,密歇根州、明尼苏达州、宾夕法尼亚州和得克萨斯州等州的民主党籍州长可能会推进聚焦于降低能源成本的举措。
Reframing climate measures as reducing the cost of living States are also likely to move the green needle. For instance, Democratic governors in states such as Michigan, Minnesota, Pennsylvania and Texas will likely advance measures focused on lower energy costs.
这包括社区太阳能发电、电池储能、数据中心选址和能效项目。爱德华兹表示:“从长远来看,这些州的试验将塑造任何联邦政策的政治和技术环境。”
This includes community solar power generation, battery storage, data-centre siting and efficiency programmes. “In the long run, these state experiments will shape the political and technical environment for any federal policies,” said Edwards.
企业董事会也可能会赞赏更高的监管确定性。尼科尔斯表示,尽管联邦政策出现倒退,许多美国大公司仍维持了气候目标。而且,它们将继续面临来自股东和其他投资者的压力,以应对与气候变化相关的极端天气日益增长的风险和成本。围绕这些举措如何使民众受益来构建辩论框架将是关键所在。
Boardrooms are also likely to appreciate greater regulatory certainty. Many large US companies maintained climate targets despite federal rollbacks, Nichols said. And they will continue to face pressure from shareholders and other investors to address the growing risks and costs of extreme weather linked to climate change. Framing the debate around how the measures can benefit the population will be key.
尼科尔斯表示:“要想取得成功,民主党人需要谨慎行事,将其塑造成降低生活成本的举措,而不是选民并未太放在心上的气候当务之急。”
“To succeed, Democrats will need to step carefully, framing this as lowering the cost of living rather than as a climate imperative that remains fairly low on voters’ radars,” Nichols said.
华盛顿亚洲协会政策研究所中国气候枢纽主任李硕表示,低估气候议程政治化程度将是一个错误。其他人也持有这种观点。
Li Shuo, director of China Climate Hub at the Asia Society Policy Institute in Washington, said it would be a mistake to under-estimate the extent to which the climate agenda has become politicised. It’s a view shared by others.
评论员比尔·斯特恩伯格11月5日在《卡拉韦气候洞察》上写道:“随着特朗普主义的减弱,气候活动人士最好借鉴今年大选的经验,把重点放在全球变暖的成本上:更高的公用事业账单。更高的保险费。更高的房屋维修账单。干旱和热浪导致的更高食品价格。”
“As Trumpism wanes, climate activists would do well to take a page from this year’s elections to focus on the costs of global warming: Higher utility bills. Higher insurance premiums. Higher home repair bills. Higher food prices caused by droughts and heat waves,” commentator Bill Sternberg wrote in Callaway Climate Insights on Nov 5.
这对亚洲意味着什么 随着特朗普削减气候法规和资金,中国继续推进其在亚洲清洁技术生产领域的为主地位:主要是电动汽车、太阳能电池板、电池和风力涡轮机。美国通过关税或禁令大幅限制了这些商品的进口,将自己与该地区隔离开来。
What it means for Asia As Trump slashed climate regulations and funding, China pressed ahead with its dominance of Asia’s clean-tech production: chiefly electric vehicles, solar panels, batteries and wind turbines. The US has dramatically curbed imports of these goods through tariffs or bans, isolating itself from the region.
特朗普政府还结束了对印度尼西亚和越南等国可再生能源和转型计划的支持,转而支持化石燃料投资和贸易。
The Trump administration also ended its support for renewable energy and transition programs in countries like Indonesia and Vietnam, favouring fossil fuel investments and trade instead.
李硕表示,这意味着美国正在成为全球清洁技术转型中越来越无关紧要的参与者,尤其是在亚洲。“除了在特斯拉(其在中国以外的许多亚洲主要市场上并不具备竞争力)之外,我很难说出哪怕一家能在该地区发挥重要作用的美国清洁能源公司。”他补充说:“我们真的相信美国政府会将其有限的公共财政用于其他国家的能源转型吗?”
This means the US is becoming an increasingly irrelevant player in the global clean-tech transition, particularly in Asia, said Li Shuo. “Beyond Tesla, which is not competitive in many sizeable Asian markets outside China, I struggle to name even one American clean-energy company that could play a meaningful role in the region.”“And do we really believe the US government will deploy its limited public finances for other countries’ energy transition?” he added.
普特拉表示,与清洁技术领域联系更深厚的美国盟友(例如韩国)可能会受益于民主党控制的国会。但他补充说,东盟太阳能制造商对美出口的复苏可能性较小,因为美国国内的就业创造仍然是优先事项。
Putra said US allies with deeper ties in clean tech, such as South Korea, might benefit from a Democrat-controlled Congress. But the revival of ASEAN solar manufacturer exports to the US was less likely because US domestic job creation remains a priority, he added.
因此就目前而言,美国在亚洲的清洁技术、气候外交和气候研究方面依然是一个较弱的参与者,而且特朗普还大幅削减了对美国机构气候科学项目的资金支持。
So for now, the US remains a weaker player in Asia on clean tech, climate diplomacy and climate research, with Trump also slashing funding support for US institutions’ climate science programmes.
COP31 中期选举结果出炉之际,来自近200个国家的代表正聚集在土耳其度假胜地安塔利亚,出席于11月9日至20日举行的COP31气候谈判。官方将不会派出美国代表团,但美国政界人士和商界领袖预计将以非官方身份出席。
COP31 The midterm results come as delegates from nearly 200 nations gather in the Turkish resort of Antalya for the COP31 climate talks from Nov 9 to 20. There will be no official US delegation but US politicians and business leaders are set to attend in an unofficial capacity.
对有些人来说,民主党的胜利是一个充满希望的信号。对另一些人来说,这让人想起几十年来美国气候政策反复不定的历史——从拒绝有约束力的国际排放上限并反对2015年《巴黎协定》前身联合国《京都议定书》的小布什,到作为促成《巴黎协定》关键人物的贝拉克·奥巴马。
For some, the Democrats’ victory is a hopeful sign. For others, it’s a reminder of decades of US climate policy flip-flops – from George W. Bush, who rejected binding international caps on emissions and opposed the UN’s Kyoto Protocol, the precursor to the 2015 Paris Agreement, to Barack Obama, who was key to the creation of the Paris pact.
爱德华兹表示:“这种美国国内政治的变化可能会营造出更有希望的氛围。它不会扭转美国的缺席,不会恢复美国的领导地位,也不会免除其他人加倍努力的责任。”但他指出,在土耳其强大的非官方代表团(例如国会议员),将有助于提升COP31的会议气氛。
“This US domestic political change may contribute to a more hopeful atmosphere. It will not reverse the US absence, restore US leadership, or absolve others from stepping up,” said Edwards. But the strong unofficial presence in Turkey, such as members of Congress, will help to lift the mood at COP31.
李硕表示:“预计那里的美国参与者会说:‘等我们两年后回归。’”“有些人会对此表示欢迎,并表现得好像特朗普执政的那几年从未发生过一样。另一些人则会直言:‘这部电影我们以前看过很多遍了。’”
“Expect American participants there to say, ‘Wait for us to be back in two years’,” said Li Shuo. “Some will welcome that and act as though the Trump years never happened. Others will simply say, ‘We’ve seen this movie many times before’.”