The White House is weighing canceling an additional $12B in funding for clean energy projects beyond what it announced a week ago, Semafor’s Tim McDonnell reports, citing a list of targeted projects. The so-called “kill list,” as it was referred to by a source who reviewed it, would amount to an escalation of the Trump administration’s attacks on clean energy, as well as a sign that the White House is using the current government shutdown as a pretext for accelerating its broader policy agenda, the author notes. Publicly traded companies in the space include GE Vernova (GEV), Eversource (ES), NextEra Energy (NEE), Brookfield Renewable Partners (BEP), Array Technologies (ARRY), Canadian Solar (CSIQ), Emeren (SOL), Enphase Energy (ENPH), FTC Solar (FTCI), First Solar (FSLR), JinkoSolar (JKS), Maxeon Solar (MAXN), Shoals Technologies (SHLS), SolarEdge (SEDG), SunPower (SPWR) and Sunrun (RUN).
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