- I-DERA ibona ukuqhubeka nokubusa kwe-China ekukhiqizeni i-silicon ne-polysilicon njengesithiyo semizamo yaseYurophu yokwakha kabusha amandla e-PV yezimboni.
- Ukugcwala okuphezulu kokukhiqizwa kwe-silicon kanye ne-polysilicon e-China kuzoqhubeka nokugcina amanani entengo yamaseli elanga namamojula ephansi, ngokuqhathanisa nalawo akhiqizwa ngaphakathi eYurophu.
- Ikhono leShayina lokuhlinzeka ngenani elikhulu likagesi ekukhiqizeni lezi zingxenye ezidinga amandla ekugcineni linomthelela entengo yomkhiqizo ophelile.
Ukugxila kwamanje kwamakhono okukhiqiza i-silicon yomhlaba wonke kanye ne-polysilicon e-China kanye nokutshalwa kwezimali okuqhubekayo kwezwe ekwandiseni umthamo walo kuzokwenza kube nzima nge-Europe ukwakha kabusha imboni ezimele yelanga, kuxwayisa i-German Raw Materials Agency (DERA).
Ngokusho kocwaningo lwayo olusha olunesihloko esithi Inkinga: Amandla omhlaba asedlula ngokuphawulekayo isidingo se-silicon - futhi umkhuba uyanda, i-DERA ikholelwa ukuthi ekupheleni kuka-2027 umthamo wokukhiqiza we-silicon uzokhula ngokuqhubekayo ngo-66% kusuka emazingeni amanje. Kodwa-ke, isidingo sayo somhlaba wonke sibonakala sikhula kuphela ngama-37%.
Ingeza ukuthi isimo sibi kakhulu ku-polysilicon lapho ukunwetshwa kwamandla okungama-437% - 93% eChina kuphela - kulungiswa ukwanda kwesidingo se-107%. I-China iphinde ikwazi ukuhlinzeka ngogesi omningi wokukhiqiza ngezindleko eziphansi uma kuqhathaniswa ne-Europe.
Lezi zici, ixwayisa i-DERA, izoqhubeka nokugcina amanani entengo yamaseli elanga akhiqizwe e-China namamojula ephansi, okuzoqhubeka nokuba nomthelela ngqo emizamweni yaseYurophu yokuvuselela imboni yayo yokukhiqiza i-PV.
Uma kuqhathaniswa, yiNorway kuphela e-Europe engakhiqiza i-silicon enamanani kagesi wezimboni angu-2-3 cents/kWh njengoba ezinye izindawo zinamanani aphezulu, kusho i-DERA.
I-silicon ehlanjululwe kakhulu, ebizwa nge-polysilicon, enobucwebe obufika ku-99.9999999999% yakha isiqalo sochungechunge lwenani lokukhiqiza le-solar PV, futhi isetshenziselwa ukukhiqiza ama-silicon ingots, ukuze asikwe abe ama-wafers bese esetshenziswa kumaseli elanga futhi ekugcineni amamojula.
I-China njengamanje ikhiqiza cishe u-97% wawo wonke ama-ingot bar nama-wafers, ama-78% amaseli elanga kanye namamojula angama-82% emhlabeni jikelele. Amasheya ayo emakethe yomhlaba wonke yezinto zokusetshenziswa ezidingekayo ze-polysilicon ne-silicon angama-83% kanye nama-75%, ngokulandelana, ngokocwaningo olwenziwa yi-DERA olusebenza ngaphansi kwe-Federal Institute for Geosciences and Natural Resources (BGR).
Muva nje, u-Wood Mackenzie uphinde wathi i-China ingase ilawule ngaphezu kwe-80% yesabelo somhlaba wonke sokukhiqiza i-solar PV module kuze kube ngu-2026, futhi izoqhubeka nokwandisa ubuchwepheshe kanye negebe lezindleko nomhlaba wonke.
Ngenkathi amazwe embulungeni yonke enza imizamo yokusungula i-polysilicon ecosystem yasendaweni njengase-India nase-Australia, i-US yenze imizamo yokumisa i-polysilicon yaseShayina ngokuphelele ngomthetho wayo we-Uyghur Forced Labor Prevention Act (UFLPA) ovimbela ukungeniswa kwamanye amazwe kwanoma yimuphi umkhiqizo welanga onokuxhumeka kwe-Xinjiang ezweni. I-Xinjiang iyisifunda esiyinhloko sase-China esikhiqiza i-silicon.
Nokho, u-Co-Author wocwaningo lwe-DERA u-Evelyn Schnauder uveza ukuthi ukugxekwa nokusabela okuhlobene kwezombusazwe nezomnotho kugxile embonini ye-PV ngokusebenzisa i-silicon ekhiqizwa e-Xinjiang yaseChina, kodwa akunakwa nhlobo ngenxa ye-silicon efanayo esetshenziswa kwezinye izimboni emhlabeni jikelele.
Umthombo ovela Izindaba ze-Taiyang
Umshwana wokuzihlangula: Ulwazi olubekwe ngenhla lunikezwe i-Taiyang News ngaphandle kwe-Chovm.com. I-Chovm.com ayenzi izethulo namawaranti mayelana nekhwalithi nokuthembeka komdayisi nemikhiqizo.
