I-Macquarie-Backed DYCM Power Imemezela I-Traceable Supply Chain Yendawo Ehlanganisiwe engu-$800 Million
Izitoreji Eziyinhloko
- I-DYCM Power ibheka indawo ezosingatha indawo yayo edidiyelwe yokukhiqiza i-solar PV eSoutheast US.
- Ihlela ukusungula amandla afinyelela ku-6 GW amaseli elanga kanye namandla okukhiqiza amamojula
- Inhloso yokuqala iwukuqala ngomthamo wamaseli angu-2 GW TOPCon ngokuhlanganisa amamojula
- Izinkontileka zasendaweni ze-polysilicon nokunikezwa kwengilazi zisendaweni, ngokusho kwenkampani, ukuqinisekisa ukulandeleka okugcwele kochungechunge lokuhlinzeka
I-joint venture (JV) eyethulwe amafemu amabili okutshalwa kwezimali azinze e-US, ngokubambisana nefemu yokutshala izimali emhlabeni wonke i-Macquarie Capital, ihlela ukusungula kufika ku-2 GW wamangqamuzana elanga kanye namandla okukhiqiza amamojula e-US. I-DYCM Power, LLC okwamanje ihlunga isiza esifanelekile eNingizimu-mpumalanga ye-US ngomthamo wokuqala ongu-6 GW.
I-DAS & Co., LLC kanye ne-APC Holdings bakhe i-DYCM ukuze bakhe enye yezindawo ezinkulu zokukhiqiza amaseli elanga nemojuli e-US. Ihlela ukuqala ngeseli engu-2 GW TOPCon kanye nendwangu yemojula ukuze kutshalwe imali eyizigidi ezingama-$800. Ukuthunyelwa kuhlelelwe ukuthi kuqale kusukela ku-H1 2026.
Ukuqinisekisa ukulandeleka okugcwele kochungechunge lokuhlinzekwa kwempahla kanye nokuba sobala embonini yokukhiqiza ilanga lase-US, i-DYCM yabelane ngokuthi isayine isivumelwano sokuhlinzeka nomhlinzeki oholayo we-polysilicon osekelwe e-US kanye nememorandamu yokuqonda (i-MoU) nomkhiqizi wengilazi ohamba phambili waseNyakatho Melika, imininingwane yayo ezokhishwa kamuva.
Lezi zivumelwano zizoqinisekisa ukuthi amamojula ayo azohlangabezana nezidingo zokuqukethwe kwasekhaya e-US.
“Ngokusekelwa yi-Macquarie Capital kanye nozakwethu abasezingeni lomhlaba, sithatha isinyathelo esibalulekile sokuzanelisa ngobuchwepheshe belanga kanye nokuqinisa ukuphepha kwamandla eMelika, kuyilapho sibeka izinga elisha lekhwalithi nokusimama ekukhiqizweni kwelanga,” kusho uMsunguli kanye noSihlalo Omkhulu we-DYCM uSriram Das.
Ngendwangu ehleliwe ye-DYCM, ifemu ye-EPC i-Mortenson isemkhunjini ukuzokwengamela umsebenzi wobunjiniyela nokwakha, kuyilapho i-ECM Greentech Engineering izoyihlinzeka ngemigqa ephelele yokukhiqiza ukhiye wokukhiqiza amaseli elanga e-silicon kanye nokuhlanganiswa kwamaphaneli elanga.
Ngokusho kwe-SEIA kanye ne-Wood Mackenzie, amandla okukhiqiza amamojula elanga ase-US anyukile esuka ku-10 GW yaya ku-31.3 GW kusukela kwaqala ukusebenza uMthetho Wokwehliswa Kokwehla Kwamandla Emali (i-IRA) (bheka Ukufakwa kwe-US Solar PV Kukhule ngo-9.4 GW Ngesikhathi se-Q2 2024).
Izinhlelo ze-DYCM zokwenziwa kwamaseli e-US zilandela eze-Toyo Solar yase-Japan, esanda kumemezela umthamo wokukhiqiza amaseli angu-2 GW kanye nemojula ngayinye kule makethe.bheka I-Toyo Solar yase-Japan Imemezela Isikhungo Sokukhiqiza Imojula engu-2 GW US), njengoba nje uMeyer Burger waseJalimane ebeke eceleni indwangu yakhe yeselula engu-2 GW US ekhuluma ngezinkinga zezimali (bheka Amashalofu e-Meyer Burger 2 GW US Solar Cell Manufacturing Factory Plans).
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